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CFI Concluding Group Exercise | The Pitch
Expanding on the discussion from the Visioning Exercise work with your colleagues on a pitch to present community ...
Date & Time:
06/07/2022 -
2:25pm to 3:00pm
CFI Break-Out Session: Visioning Exercise | The Ideal Community
Work alongside your fellow CFI colleagues on a visioning ...
Date & Time:
06/07/2022 -
1:10pm to 2:25pm
Panel Discussion
... you will learn about the creation of River Valley Resources (RVR) by the Community Foundation of Madison & ...
Date & Time:
06/07/2022 -
11:30am to 12:15pm
SmallBox Design Thinking
... while crafting meaningful points of discussion for your work ahead. SmallBox Design Thinking ...
Date & Time:
06/07/2022 - 1:15pm
Panel Discussion
... you will learn about the creation of River Valley Resources (RVR) by the Community Foundation of Madison & ...
Date & Time:
06/07/2022 - 11:00am
GIFT Experts in Residence
... and consultants to help troubleshoot and elevate their work covering a range of scope and issue areas. How it ...
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