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Tri-State CF Partnership Webinar | Accounting: What Community Foundation Board and Staff Need to Know

Publication date: 
02/2019

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.

Tri-State CF Partnership Webinar | The Human Resource Functions of Finance Staff

Publication date: 
06/2018

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.

Tri-State CF Partnership Webinar | IRS & Other Required Filings

Publication date: 
06/2018

One of the key responsibilities that finance staff must undertake is the filing of necessary state and federal forms. This webinar will cover IRS Form 990 and 990T, solicitation and gaming licenses, UBIT (unrelated business tax), annual state filings. You will also learn how the latest federal tax reform will affect filing as well as the new taxes being implemented on foundations.

2018 Training Materials

Publication date: 
02/2018

This material is only available to members. Please contact a member of the GIFT staff to get Boot Camp or Community Foundation Basics materials.

Tri-State CF Partnership Webinar | You're Hired: Identifying and Managing the Right Investment Manager

Publication date: 
09/2017

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.

Tri-State CF Partnership Webinar | Understanding the New Accounting Guidelines Webinar

Publication date: 
07/2017

https://www.michiganfoundations.org/sites/default/files/resources/FASBwebinar7-19.pdfThis webinar will walk you through the upload accounting guidelines issues by the Financial Accounting Standards Board that are set to go into effect after December 15, 2017. Learn the key elements and how these changes will affect your foundation’s reporting practices, as well as changes expected in the review of grantee statements.

Fiduciary Training and Investment 101 Webinar

Publication date: 
08/2016

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.

Leveraging e-Booklets and Other Planned Giving Marketing Resources Webinar

Publication date: 
03/2016

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.

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

Publication date: 
01/2016

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.

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

Publication date: 
11/2015

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.

Agency Funds and FASB Reporting Webinar

Publication date: 
10/2014

Since 1973, the Financial Accounting Standards Board (FASB) has been the designated organization in the private sector for establishing standards of financial accounting that govern the preparation of financial reports by nongovernmental entities. Those standards are officially recognized as authoritative by the Securities and Exchange Commission (SEC). There are many conflicts with the legal interpretation of community foundation funds and FASB reporting. This webinar is designed to assist executive directors, board members, finance staff and finance committee members in understanding the reporting requirements and their reporting options.

Community Foundations: What Does the Indiana Code and the Internal Revenue Code Really Say About Them? Webinar

Publication date: 
03/2014

There are many laws that relate to community foundations. This webinar will explain important provisions of the Indiana Code and Internal Revenue Code that affect your daily work. We will discuss UMIFA/UPMIFA, Indiana Nonprofit corporation law, federal law governing community foundations, gifts from governmental agencies, and many more laws that relate to your work.

Cemetery Funds and Other Scary Things Webinar

Publication date: 
10/2013

This webinar covers assorted topics in charitable giving such as: Very Scary (and Not So Scary) Cemetery Funds; Control from the Grave: Dealing with Donor Restrictions on Gifts; Judge Dredd Rules: Valuation of Non-cash Gifts and Gift Receipts -- Beware!; Big Brother is Watching: Government Grants and Gifts of Municipal Bonds; Tales from the Dark Side: Life Insurance, Reinsurance, and Gift Annuities; Ghoul Lead Trusts; Son of Accelerated Charitable Remainder Trust.

Legal/Financial Issues in Managing Community Project Funds Webinar

Publication date: 
08/2013

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.

Knowledgebase

A Closer Look at Foundation Administrative Expenses

Publication date: 
11/2007

Amid the growing public scrutiny of philanthropy in recent years, legislators, the media and the general public are taking a closer look at foundations’ administrative expenses. This article offers some guidance to help foundations manage, benchmark and report their administrative expenses in ways that can effectively demonstrate and ensure they are spending their dollars wisely to fulfill the public trust.

Knowledgebase

Principles for Good Governance and Ethical Practice

The Principles for Good Governance and Ethical Practice outlines 33 principles of sound practice for charitable organizations and foundations related to legal compliance and public disclosure, effective governance, financial oversight and responsible fundraising. The Principles should be considered by every charitable organization as a guide for strengthening its effectiveness and accountability.

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