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Sustainability & 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:
03/11/2022 -
1:00pm to 3:00pm
Grants & Community Leadership
This session covers the following topics:
GRANTMAKING & COMMUNITY LEADERSHIP
- Grant guidelines/processes
- Responsive and strategic grantmaking
- Legal issues in grantmaking
- Expenditure responsibility
- Scholarship grants
- Types of leadership
Date & Time:
03/10/2022 -
1:00pm to 3:00pm
Finance & Investments
This session covers the following topics:
FINANCE & INVESTMENTS
- Fiscal responsibility
- Investment/Finance/Audit committee(s)
- Investment & spending policies
- Working with investment professionals
- Asset allocation
- UPMIFA
- Investment RFP
- Fund accounting
- Financial reports to board
- Operating budget
- Reporting
- Audit
- Tax compliance
- Public support test
Date & Time:
03/09/2022 -
1:00pm to 3:00pm
Asset Development
This session covers the following topics:
ASSET DEVELOPMENT
- Types of gifts/planned gifts
- Asset building vs. fundraising
- Working with prof. advisors
- Donor characteristics
- Donor stewardship
- Policies and planning
Date & Time:
03/04/2022 -
1:00pm to 3:00pm
Fund Management
This session covers the following topics:
FUND MANAGEMENT
- Types of funds
- Fund agreements
- Fund management issues
- Fiscal sponsorship
- Donor relations
- Variance power
- UPMIFA code
- Making changes to funds
Date & Time:
03/03/2022 -
1:00pm to 3:00pm
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:
03/02/2022 -
1:00pm to 3:30pm
ACE Act Toolkit: Accelerating Charitable Efforts Act
Resource for members only
Toolkit you can use to communicate with their boards, donors, and federal delegation members about the ACE Act.