This page contains GIFT Phase VII information for Indiana community foundations.
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.
Join us in celebrating philanthropy this month!
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.
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. Join us to 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?
Fund agreements are critical legal documents that govern how a community foundation operates. This webinar will cover the key elements of a fund agreement, share ideas for creating fund agreements that work over time and provide guidance on how to change a fund.
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.
The GIFT staff has received several questions concerning the use of variance power since the change in state code last summer. In this webinar, the Attorney General's office will answer your questions concerning the use of variance power. They will also explain the role of the Attorney General’s office and how it relates to the work of community foundations.
This page contains legal guidance memos for Indiana community foundations.
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.
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.
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.
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.
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.
A local service organization would like you to collaborate on a much needed community project. A dedicated person wants to raise money to pay themselves to deliver services to seniors your community. They want to set up a pass-through fund with your foundation to handle charitable contributions. We’ve all been there. When should you do this? What are the legal responsibilities for the community foundation? How do you handle the finances?
Do donors ever ask to make a change to a fund? Have you ever said “yes” to a fund you wish you hadn’t? What about funds that are too small and too old? How does variance power really work anyway? This webinar will clear up the mysteries about changing funds – what you can do, what you can’t, and the proper procedures to make sure it’s all legal.
The Pension Protection Act of 2006 (PPA) created many changes, particularly 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.
A local service organization comes to you and would like to collaborate on a much needed community project. A group of concerned citizens decides an animal shelter is needed. A dedicated person wants to raise money to pay them to deliver services to seniors your community. They all want to set up a pass-through fund with to handle charitable contributions. We’ve all been there. When should you do this? What are the legal responsibilities for the community foundation when these types of funds are established? How do you handle the financial side? This webinar includes: guidelines for assessing when to engage in this type of activity; understanding community projects vs. fiscal sponsorship vs. fiscal agency; and sample fiscal sponsorship agreements and reporting requirements.
An Accounting Procedures Manual template created by Deborah Cooper and Meredeth Clark of the California and Steve Zimmerman, C.P.A.