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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: 
11/14/2024 -
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: 
11/14/2024 -
10:30am to 12:30pm

Fund Management

This session covers the following topics:

  • Types of funds
  • Fund agreements
  • Fund management issues
  • Fiscal sponsorship
  • Donor relations
  • Variance power
  • UPMIFA code
  • Making changes to funds
Date & Time: 
11/13/2024 -
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: 
11/13/2024 -
10:30am to 1:00pm

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: 
02/22/2024 -
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: 
02/22/2024 -
10:30am to 12:30pm

Fund Management

This session covers the following topics:

  • Types of funds
  • Fund agreements
  • Fund management issues
  • Fiscal sponsorship
  • Donor relations
  • Variance power
  • UPMIFA code
  • Making changes to funds
Date & Time: 
02/21/2024 -
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: 
02/21/2024 -
10:30am to 1:00pm
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