In addition to CF Boot Camps held multiple times a year in Indiana, IPA offers community foundation training at your location or virtually.
Invest in yourself with a guide to everything your foundation does and can do in the community.
Community Foundation Boot Camp is a comprehensive overview of the structure and operations of a community foundation. Trainers work with local hosts, which include community foundations and philanthropy-supporting organizations, to deliver a multi-day, 12-hour workshop with robust curriculum. CF Boot Camp is also offered as an accelerated course called CF Basics, and can be tailored for each audience. View our full curriculum here.
No matter their role or tenure within the foundation, CF Boot Camp provides tactical information every staff and board member should know, covering the following topics.
- Community Foundation Overview
- Fund Management
- Asset Development
- Finance and Investments
- Grantmaking & Community Leadership
- Operational Sustainability
- Community Foundation Lifecycles
CF Boot Camp is conducted by a team of experienced trainers—all of whom have led successful community foundations. For more than 25 years, IPA has housed a dedicated program that offers technical assistance and training to over 90 community foundations in Indiana. IPA now brings this expertise to community foundations across the United States.
- In-Person or Virtual, Full CF Boot Camp (12 hours, 3+ trainers)
This option is ideal for groups of foundations with at least 30 participants.
- In-Person or Virtual, CF Basics (6 hours, 1+ trainer)
This option is ideal for single foundations or small groups with under 30 participants.
Trainings each cover the standard curriculum delivered by expert trainers, as well as resourse books for each attendee. IPA trainers are happy to work with hosts to customize program content for an additional fee. Each host is responsible for providing and managing their workshop's registrations and accommodations, including event promotion, venue, catering, and name tags.
Become a CF Boot Camp Host
For information about bringing CF Boot Camp to your community, please contact Rosemary Dorsa at firstname.lastname@example.org or call 317-630-5200 x114. We will work with you to develop a workshop best suited for your unique audience.
Subscribe for Exclusive Invites
Go here to sign up for exclusive invites to IPA community foundation trainings and offerings.
“I can now answer questions donors might have quickly, correctly, and with confidence.”
Community Foundation of Grant County, Indiana
“A great opportunity to learn a variety of tried and true strategies from colleagues in the field.”
Community Foundation of the Gunnison Valley, Colorado
“Bootcamp should be a requirement for all foundation employees.”
LaGrange County Community Foundation, Indiana
Over 80% of my current board attended this training and they were so glad they did!”
Benton Community Foundation, Indiana
“I learned things I didn’t know about community foundations, but more importantly, I learned what we are doing well.”
Community Foundation of Macon County, Illinois
|Unit 1: Community Foundation Overview|
|Definition, roles, history||
IRS Code and tax exempt orgs
|Key legal concepts||Key legal documents|
|Unit 2: Fund Management|
|Definition of component fund||
Types of funds
|Fund management issues||Community project funds/fiscal sponsorship||Donor relations re funds|
|Variance power||UPMIFA code||Making changes to funds|
|Unit 3: Governance|
|Key legal concepts in governance||
Governance vs. management
Unique challenges of CF boards
|Board leadership||Board orientation and education||Board member and exec roles|
|Strategic planning||Triple A board roles – ambassador, advocate, asker|
|Unit 4: Asset Development|
|Types of gifts/planned gifts||
Asset building vs. fundraising
Working with professional advisors
|Donor characteristics||Donor stewardship and engagement||Policies and planning|
|Unit 5: Finance & Investments|
|Understanding fiscal responsibility||
Investment policy/spending policy
|Working with investment professionals||Asset allocation||UPMIFA|
|Investment request-for-proposal||Fund accounting||Financial statements vs. audit|
|Financial reports to board||Operating budget||Reporting|
|Audit||Tax compliance – Form 990||
Public support test
|Unit 6: Grantmaking & Community Leadership|
|Grant guidelines and processes||
Responsive and strategic grantmaking
Legal issues in grantmaking
|Expenditure responsibility||Scholarship grants||Types of community leadership|
|Unit 7: Operational Sustainability|
|Sustainable revenue sources||
Fund types as products
|Fee model of CFs||Calculating your sustainability||Developing a sustainability plan|
|Ideas to improve sustainability|
|Unit 8: Community Foundation Lifecycles|
|Major influences in the development of community foundations||
Growth cycles of community foundations