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Preconference Mini Dives & Site Visits (Add-on)
... the lessons he learned along the way. He will explore how internal DEI work creates a more equitable grantmaking ...
Date & Time:
09/27/2022 -
8:30am to 11:30am
Lunch and Networking
Attending interns are invited to grab and bring their lunch to The Homestead Room for the start of CFI specific programming and networking opportunities with peers and CFI alumni.
Date & Time:
06/07/2022 -
12:15pm to 1:10pm
GIFT Experts in Residence
... With his guidance, organizations have improved employee relations, increased performance, and developed cultures ...
Sustainability + Community Foundation Lifecycles
This session covers the following topics:
OPERATIONAL SUSTAINABILITY
- Asset-expense mismatch
- Fund types as products
- Simple cost analysis
- Fee model of CFs
- Calculating sustainability
- Developing a plan
- Improving sustainability
LIFECYCLES
- Major influences in the development of CFs
- Growth cycles
- Future challenges
Date & Time:
11/04/2022 -
2:00pm to 4:00pm
Grants and Community Leadership
This session covers the following topics:
- Grant guidelines/processes
- Responsive and strategic grantmaking
- Legal issues in grantmaking
- Expenditure responsibility
- Scholarship grants
- Types of leadership
Date & Time:
11/04/2022 -
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:
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
Fund Management
... agreements Fund management issues Fiscal sponsorship Donor relations Variance power UPMIFA code Making changes to funds ...
Date & Time:
11/02/2022 -
2:00pm to 4:00pm
Overview & Governance
This session covers the following topics:
CF OVERVIEW
- Definition, roles, history
- National Standards
- IRS Code; tax exempt orgs
- Legal concepts & documents
GOVERNANCE
- Key legal concepts
- Governance vs. management
- Unique challenges of boards
- Board leadership
- Board orientation/education
- Board & executive roles
- Strategic planning
Date & Time:
11/02/2022 -
10:30am to 1:00pm