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 | Diversity, Equity, and Inclusion Grounding a Community Foundation’s Practice

Resource for members only

Diversity, equity, and inclusion work is a powerful and important role for community foundations as they strive to lift up the voices of their communities. In this webinar you'll learn about innovative work being done by community foundations in Ohio, and ways your community foundation can leverage this work.

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Tri-State CF Partnership Webinar | So You Want to Engage Next Gen? Lessons in Engagement, Straight From the Source

Resource for members only

Indiana Philanthropy Alliance has been talking with a new generation of creative and dedicated philanthropic professionals about their goals and needs and about what they hear from their peers. In this webinar, a few will share great ideas and practices around effective Next Gen engagement and you’ll hear other ideas picked up from IPA’s conversations.

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Tri-State CF Partnership Webinar | Staff: From Succession Planning to Transition and Onboarding

Resource for members only

Finance staff play an important role in the human resource function of the foundation. This webinar will focus on questions concerning the difference between exempt and nonexempt employee classification, health savings plans vs. flexible spending plans, determining when temporary employees receive benefits, and steps you can take when an employee performance issue arises.

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Community Data Sources Webinar

Resource for members only

IPA’s Community Data Sources program features Cynthia Cunningham of Community Solutions showing our members where to find and how to use free online data tools. 

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Tri-State CF Partnership Webinar | IRS & Other Required Filings

Resource for members only

One of the key responsibilities that finance staff must undertake is the filing of necessary state and federal forms. This webinar will cover IRS Form 990 and 990T, solicitation and gaming licenses, UBIT (unrelated business tax), annual state filings. You will also learn how the latest federal tax reform will affect filing as well as the new taxes being implemented on foundations.

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Tri-State CF Partnership Webinar | Community Foundation Investments

Resource for members only

For many who are new to the community foundation finance area, the management and interaction with investment committee members can be challenging, especially as different views are shared. This webinar will help guide you on the management of that committee, cover the basics of investment management, and review key areas such as asset allocation, spending policies, fees on funds, quarterly reports, etc

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Tri-State CF Partnership Webinar | Building Your Board Bench

Resource for members only

A community foundation’s board can be its greatest asses, but ensuring you have a solid succession plan is integral to maintaining the board’s strength. In this webinar, learn what your peers are doing to recruit and maintain high-functioning boards.

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Tri-State CF Partnership Webinar | The Human Resource Functions of Finance Staff

Resource for members only

Finance staff play an important role in the human resource function of the foundation. This webinar focuses on questions concerning the difference between exempt and nonexempt employee classification, health savings plans vs. flexible spending plans, determining when temporary employees receive benefits, and steps you can take when an employee performance issue arises.

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