This page contains GIFT Phase VII information for Indiana community foundations.
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.
A form IPA uses when discussing whether or not to begin a new program or initiative. Good for small nonprofits considering new programs.
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.
This workbook to help you think through specific policies to manage your nonprofit’s risk. It contains prompts to help you create and document policies for the acceptable use of technology and networks, personal devices for work, how to provide IT guidance to “accidental techies,” how to respond to an IT incident, and how to recover your technology after a major disaster.
This page contains legal guidance memos for Indiana community foundations.
Research shows that one of the greatest impediments to a prosperous future for all of Michigan's people is unequal access to resources. To help foundation leaders and their boards begin essential conversations about marginalized populations and determine the extent to which their organization's culture and grantmaking practices are aligned with a commitment to expanding opportunity in the communities they serve, CMF developed this discussion guide and self-assessment.
Indiana Philanthropy Alliance, Council of Michigan Foundations and Philanthropy Ohio are pleased to provide you the Sustainability Costing Tool. It is our hope that community foundations will use this tool to generate data that will empower them to develop a path toward sustainability
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.
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?
Planning to Win: The Just Enough Guide for Campaigners uses a six-step process to help organizations and coalitions build effective plans that lead to winning behavior, corporate or policy change campaigns.
Idealware partnered with Chapman Cubine Adams + Hussey to create A Practical Guide to Integrated Communications: A Workbook for Nonprofits to help organizations understand how to plan, schedule, and integrate communications into cohesive messaging around your campaigns and the equally important times between them.
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.
The Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations outlines ethical responsibilities for the sound management of longer-term financial assets.
An Accounting Procedures Manual template created by Deborah Cooper and Meredeth Clark of the California and Steve Zimmerman, C.P.A.
Foundations are committing more resources than ever before to communicating about their work and missions -- yet grantees continue to give funders low marks when it comes to fostering a clear understanding of what the foundation is trying to accomplish and where they fit in. To address this gap, Spitfire Strategies developed From Big Ideas to Big Change.
This resource has been designed and assembled by the Macro International evaluation team with the support of the William and Flora Hewlett Foundation as a starter kit to promote the integration of effective evaluation into grantmaker education programs.
A database maintained by Social Media Governance including over 125 sample social media policies from major corporations and nonprofits.