Board/Trustees

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Tri-State CF Partnership Webinar | Bringing Your Community Foundation Story to Life

Resource for members only

Effective storytelling can warm hearts, shift moods, and inspire action-but crafting your story can be a daunting task! In this webinar, hear from community foundations who have gone beyond basic communications to transform their messaging through storytelling. 

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Tri-State CF Partnership Webinar | You're Hired: Identifying and Managing the Right Investment Manager

Resource for members only

If you’re looking to hire an investment manager, this webinar will walk you through the process, including: developing and releasing a request for proposal; searching firms; and, presenting the results to your board. If you already have an investment manager, we will also discuss ways to properly evaluate and decide if and when to find someone else for the job.

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Tri-State CF Partnership Webinar | Changing Dynamics in Community Philanthropy

Resource for members only

Donors are giving more money online, engaging in collaborative giving, and giving across generations. How can community foundations keep up and flourish amidst these changing dynamics? We will explore the major trends affecting new donor engagement and the various ways community foundations are responding to grow their giving and increase their impact.

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Tri-State CF Partnership Webinar | End of the Year Resolution: Stand Out in the Crowd

Resource for members only

The end of the calendar year inspires charitable giving, as evidenced by the stacks of solicitations that arrive in our mailboxes. And most of us approach the inevitable appeal in the same way (usually hurriedly, as if taken by surprise or perfunctorily, as if merely an obligation). But what if we were to look at it with fresh eyes? What if we could stand out in the crowd? Learn about strategies to do just that including: developing your year-end strategy and communications plan; messaging and storytelling; educating donors; and positioning your board as year-end giving ambassadors. Consider the power of Giving Days and ways to analyze and segment your database

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Leveraging e-Booklets and Other Planned Giving Marketing Resources Webinar

Resource for members only

Do you receive questions and inquires about planned gifts from donors or professional advisors?  Do you need a bequest brochure for a donor meeting or seminar?  What marketing resources are available since the IRA Rollover is now permanent?  In this webinar, Chris Sizemore with Endowment Development Services (EDS) provides an overview of the e-Booklets tool, including ideas for utilizing this valuable resource with various target audiences.  Chris will also share other budget-friendly ideas for marketing planned gifts to donors and allied professionals.  e-Booklets is a free resource to Indiana community foundations.

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Tri-State CF Partnership Webinar | Targeted Donor Communications

Resource for members only

When it comes to crafting strategic communications, more isn’t always better. Targeted communications to donors often means doing less, more deliberately and with a custom touch. But where do you begin when honing in on a targeted approach? Learn how one foundation has seen tangible results from implementing a targeted communication plan, and the steps they took to achieve it.

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Tri-State CF Partnership Webinar | The Unrestricted Gift - A Strategic Approach

Resource for members only

Planning the conversation is what Ken Burnett - in his classic work Relationship Fundraising - calls the essential foundations of fundraising. Planning creates a clear path to raising unrestricted funds.  In this webinar, you'll hear from experts who understand that engagement, honesty, and openness are critical to success.  They'll share their stories and ideas to help build trust and share your goals with your donors.

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