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Sustainability + Community Foundation Lifecycles
... topics: OPERATIONAL SUSTAINABILITY Asset-expense mismatch Fund types as products Simple cost analysis Fee model of CFs ...
Date & Time:
11/08/2025 -
2:00pm to 4:00pm
Finance and Investments
... professionals Asset allocation UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget ...
Date & Time:
11/06/2025 -
2:00pm to 4:00pm
Fund Management
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 Fund Management ...
Date & Time:
11/05/2025 -
2:00pm to 4:00pm
Overview & Governance
This session covers the following topics:
CF 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
Date & Time:
11/05/2025 -
10:30am to 1:00pm
Sustainability + Community Foundation Lifecycles
... topics: OPERATIONAL SUSTAINABILITY Asset-expense mismatch Fund types as products Simple cost analysis Fee model of CFs ...
Date & Time:
02/28/2025 -
2:00pm to 4:00pm
Finance and Investments
... professionals Asset allocation UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget ...
Date & Time:
02/27/2025 -
2:00pm to 4:00pm
Fund Management
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 Fund Management ...
Date & Time:
02/26/2025 -
2:00pm to 4:00pm
Overview & Governance
This session covers the following topics:
CF 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
Date & Time:
02/26/2025 -
10:30am to 1:00pm
Chief Executive Officer
Position Title:
Chief Executive Officer
... for existing and future members. Developing a reliable Fund Development program to ease pressure on product sales ...
Vice President for Grantmaking
Position Title:
Vice President for Grantmaking
... County Community Foundation, then known as the Legacy Fund, to form Central Indiana Community Foundation (CICF). ... Hamilton County Community Foundation and Women’s Fund of Central Indiana are a $1 billion collective of ... Hamilton County Community Foundation...