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IPA members are eligible to receive a 15% discount* on tuition to IU’s Fund Raising School.
Looking for a fun way to reduce stress, increase focus, and revitalize your senses before jumping back into the conference? Join us for yoga to feel rejuvenated for the day. Tracy Souza, president/CEO of Heritage Fund - The Community Foundation of Bartholomew County will lead the session.
The yoga class is sponsored by Blackbaud. They will provide swag to attendees.
Foundation and endowment portfolio management takes significant time and effort. Whether your organization uses external investment consultants or internal committees to handle the funds, portfolio decisions must be made with care. Investment/finance committee members are fiduciaries and thus are responsible for key policy and portfolio management decisions. This panel consists of three committee chairs and an investment consultant discussing effective committee best practices, and you will leave with plenty of knowledge that is relevant to other committees, too.
Join this panel to consider further potential impacts of issues presented in the keynote given by Jeremy Beer. The major philanthropic reform proposals being considered nationally—the curtailment of donor privacy, increased private foundation payout requirements, restrictions on donor-advised funds, and more—will be discussed. The all-star panel, moderated by IPA President & CEO Claudia Cummings, will provide more context and detail on the proposed reforms, which could threaten endowments and the survival of philanthropy as a whole.
Examine Agency Funds —both the development opportunities they provide and the complexities in managing them—in this interview-style session featuring experts and practitioners. While these funds can build community capacity and engage new donors, there is also the potential for problems if your organization lacks proper accounting procedures and recordkeeping. You’ll leave the session with a better understanding of how to avoid those pitfalls and maximize the benefits of these important tools.
Discover the best sources of publicly available data on Hoosiers.