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Asset Development

This session covers the following topics:

  • Types of gifts/planned gifts
  • Asset building vs. fundraising
  • Working with prof. advisors
  • Donor characteristics
  • Donor stewardship
  • Policies and planning
Date & Time: 
11/03/2022 -
10:30am to 12:30pm

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
Date & Time: 
11/02/2022 -
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: 
11/02/2022 -
10:30am to 1:00pm
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Honors College and Residences, 1101 Third Street, West Lafayette, IN
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Webinar
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Philanthropy's Response to the Ukraine Humanitarian Crisis
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Conference
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PEAK2022 Online
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National Forum on Family Philanthropy
San Francisco, CA
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