Board/Trustees

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Tri-State CF Partnership Webinar | Impact Investing and Community Foundations

Resource for members only

Through a variety of thoughtful and creative impact investing approaches, community foundations are leading real change in the communities they serve. Although this work is taking place nationally, the Midwest has taken a lead in helping others visualize the work. The Tri-State group and Mission Investors Exchange team up for this national webinar showcasing Michigan leaders sharing their dynamic stories. Learn what is working, why, and take away practical tools to start efforts in your community.

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Tri-State CF Partnership Webinar | Using the "What's Next for Community Philanthropy" Toolkit

Resource for members only

In 2014, the Monitor Institute released “What’s Next for Community Philanthropy,” a toolkit of flexible materials designed to help boards, staff teams and communities think about our changing environment and how it will affect philanthropy.  Many of your colleagues in the Midwest have been using the toolkit to create great discussions and stimulate strategic thinking about adapting to a changing world.  In this webinar you'll hear examples from your peers and develop you own thoughts about you can use this wonderful free resource.

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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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Fiduciary Training and Investment 101 Webinar

Resource for members only

This webinar includes Fiduciary Training and Investment 101 information that is designed to provide education regarding your key responsibilities as a fiduciary, including: setting an appropriate and diversified asset allocation, developing a sound spending policy, and crafting a prudent investment policy statement. Properly understanding each responsibility, through fiduciary training, is paramount both to your role as a fiduciary and to the continued, long-term success of your organization.

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Tri-State CF Partnership Webinar | Talent Retention in Your Community: How to Bring Your Grads Back

Resource for members only

Over the past decade, many communities have been struggling from “brain-drain” – their best and brightest are being sent off to college never to return. Public, private, and nonprofit entities across the country have been struggling to develop innovative solutions to this problem. In this webinar you will hear the story of how a group of community foundations in Michigan have implemented a Talent Retention Program to incentivize their college-educated youth to return home after obtaining a college degree. Want to start a Talent Retention Program in your community? The how-to manual for this program is also available.

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Tri-State CF Partnership Webinar | Accounting: What Community Foundation Board and Staff Need to Know

Resource for members only

Do you dread meeting with your auditor or accounting professional? Sometimes it might feel like foundation staff and CPAs speak different languages. We’ve taken the language gap out of the equation in this webinar to bring you a simplified look at accounting. Join three accounting experts for a non-technical look at some of the most basic but important accounting concepts such as donor restrictions, agency funds, and split interest agreements. Leave with an understanding of these concepts and how they affect your community foundation.

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Tri-State CF Partnership Webinar | Cybersecurity Insurance

Resource for members only

With the growing threat of cybercrime and risk associated with potential losses, cybersecurity insurance has become a hot topic. However, questions regarding when the insurance is necessary and how to purchase the best policy remain. Get a practitioner’s view of how to evaluate your cyber insurance needs and learn how to effectively select an insurance broker. Learn what you should expect during the process of purchasing cyber insurance and what questions you need to ask insurance brokers. This webinar will allow you to gain insight into the process of working with an insurance broker and how to prepare for meetings with them; familiarity with the cyber insurance purchasing process; and an understanding of the role of insurance in managing cyber risk.

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Tri-State CF Partnership Webinar | Fear Not the Board Meeting: Effective (and Fun!) Board Governance

Resource for members only

Explore easy-to-use tools and share tips and tricks to help you get the most out of your board meetings. Discuss a unique approach to board self-reflection -- including the possibility of unintended consequences -- and explore how to use standing committees as a means to maximize board engagement. Bring your nagging board issues and success stories to share.

Webinar Recording

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