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Member News
Harrison County Community Foundation Continues Growth
February 03, 2023
IPA News
23 Hoosiers Selected for Mutz Philanthropic Leadership Institute 2023 Class
January 30, 2023
Member News
Dubois County Community Foundation Announces New Board Appointments
January 26, 2023
Member News
Hendricks County Community Foundation Announces New Board Members
January 20, 2023
Symposium
07
Feb
The Changing Demographics of Giving: What All Nonprofits Need to Know
Monroe Convention Center, 302 South College Avenue Bloomington, IN 47403
Member News
Community Foundation of Bloomington and Monroe County Awards $439K in Grants
January 13, 2023
Member News
Lilly Endowment Inc. gives $340K to Dove Recovery House for Women
January 13, 2023
Member News
Strack Joins Don Wood Foundation Board
January 12, 2023
Member News
Healthcare Foundation of La Porte Announces 2023 Grant Cycle 1
January 11, 2023
Member News
Don Wood Foundation Collaborates on Report Measuring Success of Career & Technical Education
January 11, 2023
Member News
Community Foundation of Pulaski County Gives $106K in Grants to Local Orgs
January 11, 2023
IPA News
IPA Welcomes 2023 Board of Directors
January 08, 2023
Member News
Hendricks County Community Foundation Announces 2023 Lilly Scholars
January 04, 2023
Member News
Community Foundation of Muncie & Delaware County Awards $256K to Community Organizations
January 02, 2023
Member News
Ball Brothers Foundation Gives $60K Grant to Delaware County Program
December 21, 2022
Member News
Heritage Fund Announces Reams Teaching Award Winners
December 15, 2022
Member News
United Cabinet Foundation Transitions to Dubois County Community Foundation
December 15, 2022
Member News
Unity Foundation Announces 2023 Lilly Endowment Community Scholars
December 15, 2022

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

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