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Sustainability + Community Foundation Lifecycles
... topics: OPERATIONAL SUSTAINABILITY Asset-expense mismatch Fund types as products Simple cost analysis Fee model of CFs ...
Date & Time:
10/13/2023 -
2:00pm to 4:00pm
Sustainability + Community Foundation Lifecycles
... topics: OPERATIONAL SUSTAINABILITY Asset-expense mismatch Fund types as products Simple cost analysis Fee model of CFs ...
Date & Time:
02/10/2023 -
2:00pm to 4:00pm
Finance & Investments
... professionals Asset allocation UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget ...
Date & Time:
02/09/2023 -
10:30am to 12:30pm
Finance & Investments
... professionals Asset allocation UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget ...
Date & Time:
10/12/2023 -
2:00pm to 4:00pm
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 Fund Management ...
Date & Time:
02/08/2023 -
2:00pm to 4:00pm
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 Fund Management ...
Date & Time:
10/11/2023 -
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:
10/11/2023 -
10:30am to 1:00pm
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:
02/08/2023 -
10:30am to 1:00pm