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Panel Discussion
... you will learn about the creation of River Valley Resources (RVR) by the Community Foundation of Madison & Jefferson County and their community ...
Date & Time:
06/07/2022 -
11:30am to 12:15pm
Panel Discussion
... you will learn about the creation of River Valley Resources (RVR) by the Community Foundation of Madison & Jefferson County and their community ...
Date & Time:
06/07/2022 - 11:00am
GIFT Experts in Residence
... current trends in salary and benefits expectations, best practices to plan for upcoming transitions, an executive ... complex and each scenario is unique.
Sustainability + Community Foundation Lifecycles
... Growth cycles Future challenges Sustainability + Community Foundation Lifecycles ...
Date & Time:
11/04/2022 -
2:00pm to 4:00pm
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:
11/03/2022 -
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:
11/03/2022 -
10:30am to 12:30pm