Finance and Investments
... allocation UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget Reporting Audit Tax ...
Date & Time:
11/06/2025 -
2:00pm to 4:00pm
Site Search
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Finance and Investments
... allocation UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget Reporting Audit Tax ...
Date & Time:
02/27/2025 -
2:00pm to 4:00pm
Crafting Private Foundation Investment Policies
Discover how private foundations navigate the investment challenge in this informative session. Hear thought leaders explain the essential strategies for crafting an impactful and efficient investment policy. Key topics include setting objectives, managing spending needs, optimizing asset allocation, rebalancing strategies, selecting managers, and structuring performance reporting. After the presentation, join the discussion to explore how these approaches are implemented by different foundations.
Date & Time:
10/08/2024 -
2:00pm to 3:15pm
Hot Topics in Operations
... essential for building stakeholder trust and maximizing resources for community investment. This session will cover ...
Date & Time:
10/08/2024 -
2:00pm to 3:15pm
Grantmaking Without Barriers
What's stopping your grantees from applying?
Date & Time:
10/08/2024 -
2:00pm to 3:15pm
Hello, Is It You I'm Looking For? Understanding Your Audience with Persona Building
Americans interact with foundations and nonprofits on a daily basis, but research shows that most people don’t know what philanthropy actually does. How do you reach the communities you work with and communicate the work you do? Enter personas.
Persona building is an essential tool for grantmakers as they try to form meaningful connections with grantees and communities. Attend this session to learn how to use research to understand the values, worldviews, and identities of your audiences, and craft messages that actually resonate with the people you’re trying to reach.
Date & Time:
10/09/2024 -
9:00am to 10:15am
Finance & Investments
... allocation UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget Reporting Audit Tax ...
Date & Time:
11/14/2024 -
2:00pm to 4:00pm
Finance & Investments
... allocation UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget Reporting Audit Tax ...
Date & Time:
02/22/2024 -
2:00pm to 4:00pm
Report from GIFT | IPA
Date & Time:
08/08/2023 -
10:30am to 11:30am
Report from Lilly Endowment Inc.
Hear from Lilly Endowment Inc. and their work with community foundations.
Date & Time:
08/08/2023 -
10:00am to 10:30am
Community-Driven Philanthropy
... redistribution in the community Use different tools, resources, and frameworks to foster greater participation ...
Date & Time:
10/03/2023 -
10:00am to 12:00pm
Capacity Building Centered in Equity
While capacity building is a critical part of our work, traditional models of capacity building do not always account for culture, systems, and power in their design, failing to keep equity centered in their approach. GEO’s latest publication, Reimagining Capacity Building, explores principles for centering equity in our capacity-building efforts, explores the way inequities can show up, and offers steps we can take to address and mitigate those inequities.
Date & Time:
09/05/2023 -
10:00am to 12:00pm
Finance & Investments
... allocation UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget Reporting Audit Tax ...
Date & Time:
02/09/2023 -
10:30am to 12:30pm
Finance & Investments
... allocation UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget Reporting Audit Tax ...
Date & Time:
10/12/2023 -
2:00pm to 4:00pm
Quick Hits: Early Childhood Education
... Great, a multi-faceted initiative that provides tools and resources to help develop curious young minds. This ...
Date & Time:
09/28/2022 -
4:00pm to 4:45pm
Financial Statements & Analysis: What They Reveal
Financial Statements Audit Reports Understanding Form 990 Understanding What Financial Reports Reveal Financial Statements & Analysis: What They ...
Date & Time:
08/25/2022 - 2:30pm
The Practice of Philanthropy
- Accepting Proposals
- Guidelines & Reporting
- Reviewing Proposals
- Alternate/Additional Ways to Partner
- Making Funding Decisions
- Working with Committees
- Grants Management, Monitoring, & Support
- Measuring & Communicating Success
- Feedback & Transparency
Date & Time:
08/24/2022 -
9:15am to 12:00pm
Financial Statements & Analysis
Financial Statements Audit Reports Understanding Form 990 Financial Statements & ...
Date & Time:
08/25/2022 - 1:15pm
Reports from the Field
... situations, and lessons learned since the last retreat. Reports from the Field ...
Date & Time:
08/09/2022 -
12:15pm to 1:00pm
Report from IPA
Date & Time:
08/09/2022 -
11:15am to 12:15pm