Agency Funds: Avoiding Pitfalls and Maximizing the Opportunity

This session explore the development opportunities and complexities of managing Agency Funds at your community foundation. While agency funds can be a tool to build community capacity and engage new donors, they can also present problems without the proper accounting procedures, recordkeeping, and especially careful communication with the agency and donors. You will hear from Sheryl Aikman with Ekstrom, Alley, Clontz and Associates, and Patrick Burkey from Estep, Burkey Simmons, LLC in an interview style session with IPA Vice President of Community Foundation Programs, Amy Haacker, on how to maximize this tool to build capacity in your community, engage new donors, and avoid the pitfalls and misconceptions that can be associated with agency funds.

Date & Time: 
Tuesday, September 27, 2022 -
4:00pm to 5:15pm EDT