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Community Leadership Officer, Hamilton County Community Foundation
Position Title:
Community Leadership Officer, Hamilton County Community Foundation
Community Leadership Officer, Hamilton County Community Foundation- This position represents the Foundation to the broad community, grantees, donors, and board members, serving as liaison between nonprofit organizations, the community, advising on Hamilton County...
Program Director, Herbert Simon Family Foundation
Position Title:
Program Director, Herbert Simon Family Foundation
Program Director, Herbert Simon Family Foundation- The Program Director will support the Herbert Simon Family Foundation through the management of grantees, grant application process, public programs, and community partnerships. This person will be a public face for the...
Sustainability + Community Foundation Lifecycles
This session covers the following topics:
OPERATIONAL SUSTAINABILITY
- Asset-expense mismatch
- Fund types as products
- Simple cost analysis
- Fee model of CFs
- Calculating sustainability
- Developing a plan
- Improving sustainability
LIFECYCLES
- Major influences in the development of CFs
- Growth cycles
- Future challenges
Date & Time:
11/08/2025 -
2:00pm to 4:00pm
Grants and Community Leadership
This session covers the following topics:
- Grant guidelines/processes
- Responsive and strategic grantmaking
- Legal issues in grantmaking
- Expenditure responsibility
- Scholarship grants
- Types of leadership
Date & Time:
11/08/2025 -
10:30am to 12:30pm
Finance and Investments
This session covers the following topics:
- Fiscal responsibility
- Investment/Finance/Audit committee(s)
- Investment & spending policies
- Working with investment professionals
- Asset allocation
- UPMIFA
- Investment RFP
- Fund accounting
- Financial reports to board
- Operating budget
- Reporting
- Audit
- Tax compliance
- Public support test
Date & Time:
11/06/2025 -
2:00pm to 4:00pm
Asset Development
This session covers the following topics:
- Types of gifts/planned gifts
- Asset building vs. fundraising
- Working with prof. advisors
- Donor characteristics
- Donor stewardship
- Policies and planning
Date & Time:
11/06/2025 -
10:30am to 12:30pm
Fund Management
This session covers the following topics:
- Types of funds
- Fund agreements
- Fund management issues
- Fiscal sponsorship
- Donor relations
- Variance power
- UPMIFA code
- Making changes to funds
Date & Time:
11/05/2025 -
2:00pm to 4:00pm
Overview & Governance
This session covers the following topics:
CF OVERVIEW
Definition, roles, history
National Standards
IRS Code; tax exempt orgs
Legal concepts & documents
GOVERNANCE
Key legal concepts
Governance vs. management
Unique challenges of boards
Board leadership
Board orientation/education
Board & executive roles
Strategic planning
Date & Time:
11/05/2025 -
10:30am to 1:00pm
Sustainability + Community Foundation Lifecycles
This session covers the following topics:
OPERATIONAL SUSTAINABILITY
- Asset-expense mismatch
- Fund types as products
- Simple cost analysis
- Fee model of CFs
- Calculating sustainability
- Developing a plan
- Improving sustainability
LIFECYCLES
- Major influences in the development of CFs
- Growth cycles
- Future challenges
Date & Time:
02/28/2025 -
2:00pm to 4:00pm
Grants and Community Leadership
This session covers the following topics:
- Grant guidelines/processes
- Responsive and strategic grantmaking
- Legal issues in grantmaking
- Expenditure responsibility
- Scholarship grants
- Types of leadership
Date & Time:
02/28/2025 -
10:30am to 12:30pm
Finance and Investments
This session covers the following topics:
- Fiscal responsibility
- Investment/Finance/Audit committee(s)
- Investment & spending policies
- Working with investment professionals
- Asset allocation
- UPMIFA
- Investment RFP
- Fund accounting
- Financial reports to board
- Operating budget
- Reporting
- Audit
- Tax compliance
- Public support test
Date & Time:
02/27/2025 -
2:00pm to 4:00pm
Asset Development
This session covers the following topics:
- Types of gifts/planned gifts
- Asset building vs. fundraising
- Working with prof. advisors
- Donor characteristics
- Donor stewardship
- Policies and planning
Date & Time:
02/27/2025 -
10:30am to 12:30pm