Board/Trustees

Resource

Tri-State CF Partnership Webinar | The Sustainability Costing Tool

Resource for members only

Community foundations know at a gut level the services they provide are critical to developing a thriving community. But how do you determine if these programs are offered in a mix that will ensure long-term sustainability, so that these services will be available forever? This webinar will introduce the Sustainability Costing Tool, which was developed to help community foundations analyze the profitability of products and services they provide to drive sustainability. Learn how to use this new tool and hear from foundations that helped to pilot the product.

Resource

Tri-State CF Partnership Webinar | Cyber Crime Trends - a State of the Union

Resource for members only

Hackers have learned to profit from their activities.  While breaches at large companies like Target, Home Depot and Sony dominate the news this threat is significant for the small business as well.  Virtually every industry segment is affected; indeed, any business that stores personal financial information on the network or conducts online cash management is a potential target.  Payment fraud targeting wire transfers, automatic clearing house payments, and credit cards is increasing at an alarming rate. Historically, hacking has been a high risk issue only for banks, but attackers are now targeting all businesses in an effort to access bank funds via online payment methods.

Resource

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.

Resource

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.

Resource

Tri-State CF Partnership Webinar | Pulled Two Ways: Finding the Balance Between Strategic and Reactive Grantmaking

Resource for members only

What’s the right balance of proactive vs. responsive philanthropy for your community foundation? On the one hand, community foundations are entrusted to respond to the broad needs of the communities they serve. On the other, without a focused strategy, they are unable to move the needle on critical community needs. In this session you will hear from leaders who have grappled with this question as they have assumed a larger leadership role in their communities.

Resource

Strategic Planning Webinar

Resource for members only

Strategic planning can be both a daunting and invigorating experience for an organization.  This webinar is designed to help you think through your approach to strategic planning and will address the following: roles and responsibilities – board, staff, committees, consultants; different approaches and processes; time commitment and possible costs; relationship of strategic plan to other organizational plans; and, strategies for implementation.

Resource

CF Insights and IPA - Completing the Columbus Survey Webinar

Resource for members only

CF Insights asks a simple but important question – What if each community foundation could know what all community foundations collectively know? As part of our continued partnership, CF Insights and IPA are focused on delivering targeted data to answer some of your most pressing questions. During this webinar, you’ll learn how to provide up-to-date profile and financial data to CF Insights, as well as how to use the platform to run reports illuminating your operating model and performance in comparison to your peers.

Resource

Tri-State CF Partnership Webinar | Staying Legal: The Pension Protection Act

Resource for members only

The Pension Protection Act of 2006 (PPA) created many changes in the administration of donor advised and scholarship funds. It is essential that any community foundation involved in these activities have a thorough understanding of the Pension Protection Act and its implications for fund management. We’ve got you covered with a session that explains the ins and outs of what you need to know to stay compliant with the PPA.

Resource

Passing National Standards Webinar

Resource for members only

Lara Kalwinski, Policy Associate and Director of National Standards at the Council on Foundations and Dawn Brown, Executive Director of the Community Foundation of Grant County  will discuss what community foundations need to do to pass National Standards.

Resource

Tri-State CF Partnership Webinar | Starting a Gift Annuity Program

Resource for members only

Charitable gift annuities (CGAs) are widely used planned giving vehicles. With interest rates so low, CGAs can be attractive to those donors who need a stream of income and have assets to donate. However, before starting a CGA program there are many things to consider. You will gain insight into the development, administration, and marketing of a CGA program.

Pages