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Finance & Investments
This session covers the following topics:
FINANCE & INVESTMENTS
- 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:
03/09/2022 -
1:00pm to 3:00pm
Asset Development
This session covers the following topics:
ASSET DEVELOPMENT
- Types of gifts/planned gifts
- Asset building vs. fundraising
- Working with prof. advisors
- Donor characteristics
- Donor stewardship
- Policies and planning
Date & Time:
03/04/2022 -
1:00pm to 3:00pm
ACE Act Toolkit: Accelerating Charitable Efforts Act
Resource for members only
Toolkit you can use to communicate with their boards, donors, ... to connect with your federal representatives. Below is a toolkit you can use to communicate with your boards, donors, ... delegation members about the ACE Act. Communication Toolkit ACE Act Toolkit: Accelerating Charitable Efforts Act ...