Sustainability & Lifecycles
... topics: OPERATIONAL SUSTAINABILITY Asset-expense mismatch Fund types as products Simple cost analysis Fee model of CFs ...
Date & Time:
03/11/2022 -
1:00pm to 3:00pm
Site Search
- resource provided by the Forum Network Knowledgebase.
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Finance & Investments
... professionals Asset allocation UPMIFA Investment RFP Fund accounting Financial reports to board Operating budget ...
Date & Time:
03/09/2022 -
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 ...
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.