Sustainability + Community Foundation Lifecycles
... Growth cycles Future challenges Sustainability + Community Foundation Lifecycles ...
Date & Time:
02/10/2023 -
2:00pm to 4:00pm
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Finance & Investments
This session covers the following topics:
- Fiscal responsibility
- Investment/Finance/Audit committee(s)
- Investment & spending policies
- Working with investment professionals
- Asset allocation
- UPMIFA
- Investment RFP
- Fund accounting
- Financial reports to board
- Operating budget
- Reporting
- Audit
- Tax compliance
- Public support test
Date & Time:
02/09/2023 -
10:30am to 12:30pm
Finance & Investments
This session covers the following topics:
- Fiscal responsibility
- Investment/Finance/Audit committee(s)
- Investment & spending policies
- Working with investment professionals
- Asset allocation
- UPMIFA
- Investment RFP
- Fund accounting
- Financial reports to board
- Operating budget
- Reporting
- Audit
- Tax compliance
- Public support test
Date & Time:
10/12/2023 -
2:00pm to 4:00pm
Asset Development
This session covers the following topics:
- Types of gifts/planned gifts
- Asset building vs. fundraising
- Working with prof. advisors
- Donor characteristics
- Donor stewardship
- Policies and planning
Date & Time:
02/09/2023 -
2:00pm to 4:00pm
Asset Development
This session covers the following topics:
- Types of gifts/planned gifts
- Asset building vs. fundraising
- Working with prof. advisors
- Donor characteristics
- Donor stewardship
- Policies and planning
Date & Time:
10/12/2023 -
10:30am to 12:30pm
Member Dues Exception Request
... just and equitable rate that fully represents their giving practices, IPA offers a peer committee to review exception ...