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GIFT Experts in Residence
... Advisor Alisa Winters at askalisa@inphilanthropy.org . Types of Requests Succession Planning: Community ... for a software conversion or a specific question about fund accounting.
Sustainability + Community Foundation Lifecycles
... topics: OPERATIONAL SUSTAINABILITY Asset-expense mismatch Fund types as products Simple cost analysis Fee model of CFs ...
Date & Time:
11/04/2022 -
2:00pm to 4:00pm
Finance & Investments
... professionals Asset allocation UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget ...
Date & Time:
11/03/2022 -
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:
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
Making an Impact Through Mission-Aligned Investment Strategies
Resource for members only
Discover how the Cleveland Foundation has made significant strides in incorporating equity into their work and used their foundation’s endowment to strengthen their commitment to organizational values.
Common Family Foundation Advice Straight from the Experts
Resource for members only
Join us and a panel of national experts, who support foundation staff and trustees like you every day, as they discuss what they are hearing from your peers and provide insight on best practices.