Sustainability + Community Foundation Lifecycles

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
Date & Time: 
Saturday, November 8, 2025 -
2:00pm to 4:00pm EST
Webinar
11
Feb
Laying the Foundation Part One: Defining Family and Its Role
Virtual + Recording
Peer Meeting
12
Feb
Finance Peer Community
Virtual Meeting
Workshop
13
Feb
Advanced Finance Deep Dive
Greenwood, IN
Member Call
17
Feb
Luminaries: Conversation with Indiana Health Commissioner Dr. Lindsay Weaver
Virtual Meeting