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.
This webinar discusses the variety of Management Liability Insurance coverages and issues that a Foundation needs to consider in order to protect their board, their managers, and their organization’s assets.
Indiana Philanthropy Alliance has been talking with a new generation of creative and dedicated philanthropic professionals about their goals and needs and about what they hear from their peers. In this webinar, a few will share great ideas and practices around effective Next Gen engagement and you’ll hear other ideas picked up from IPA’s conversations.
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.
Finance staff play an important role in the human resource function of the foundation. This webinar focuses 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.
For many who are new to the community foundation finance area, the management and interaction with investment committee members can be challenging, especially as different views are shared. This webinar will help guide you on the management of that committee, cover the basics of investment management, and review key areas such as asset allocation, spending policies, fees on funds, quarterly reports, etc
This material is only available to members. Please contact a member of the GIFT staff to get Boot Camp or Community Foundation Basics materials.
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?
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.
Solid, effectively administered HR policies and procedures are a critical component of nonprofit and foundation governance, and serve as an indicator of overall organizational health. This session breaks down human resources into legal basics that are easy to understand and tips that are simple to implement. Explore policy manual requirements, discuss how often to update your policies and learn how to effectively and consistently administer those policies.
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
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.
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.
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.
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.
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.
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.
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.