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National Community Foundation Boot Camp
Overview + Governance
10:30AM - 1:00PM EDT
This session covers the following topics:
Overview
- Definition, roles, history
- National Standards
- IRS Code; tax-exempt orgs
- Legal concepts + documents
Governance
- Key legal concepts
- Governance vs. management
- Unique challenges of boards
- Board leadership
- Board orientation + education
- Board + executive roles
- Strategic planning
Fund Management
2:00PM - 4:00PM EDT
This session covers the following topics:
- Types of funds
- Fund agreements
- Fund management issues
- Fiscal sponsorship
- Donor relations
- Variance power
- UPMIFA code
- Making changes to funds
Asset Development
10:30AM - 12:30PM EDT
This session covers the following topics:
- Types of gifts + planned gifts
- Asset building vs. fundraising
- Working with professional advisors
- Donor characteristics
- Donor stewardship
- Policies + planning
Finance + Investments
2:00PM - 4:00PM EDT
This session covers the following topics:
- Fiscal responsibility
- Investment + Finance + Audit committee(s)
- Investment + spending policies
- Working with investment professionals
- Asset allocation
- UPMIFA
- Investment RFP
- Fund accounting
- Financial reports to the board
- Operating budget
- Reporting
- Audit
- Tax compliance
- Public support test
Grants + Community Leadership
10:30AM - 12:30PM EDT
This session covers the following topics:
- Grant guidelines + processes
- Responsive + strategic grantmaking
- Legal issues in grantmaking
- Expenditure responsibility
- Scholarship grants
- Types of leadership
Sustainability + Community Foundation Lifecycles
2:00PM - 4:00PM EDT
This session covers the following topics:
Operational Sustainability
- Asset-expense mismatch
- Fund types as products
- Simple cost analysis
- Fee model of CFs
- Calculating sustainability
- Developing a plan
- Improving sustainability
Lifecycles
- Major influences in the development of CFs
- Growth cycles
- Future challenges
Event Series