2018 Boot Camp and Community Foundation Basics training materials.
Access the webinar recording here!
The materials below are from the following 2015 GIFT events/programs:
- Strategic Grantmaking Deep Dive Day-April 22, 2015
- Office Managers' Deep Dive Day-July 10, 2015
- Finance and Investment Deep Dive Day-November 4, 2015
The resources listed below are from the following 2014 GIFT events:
- Legal Aspects of Fund Management Day-March 11, 2014
- Asset Development Day-May 8, 2014
- CED/ED Leadership Retreat-August 12 & 13, 2014
- Finance and Investment Day-October 8, 2014
Phil Purcell will cover assorted topics in charitable giving:
•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
This report from the Wallace Foundation that recommends that funders boost payments for overhead, reduce burdens and invest in building nonprofits' financial management capabilities in order to help grantees build strength through better financial management.
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.
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.