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Preventing and Mitigating Financial Mismanagement and Fraud

Resource for members only

During this program, industry experts and practitioners will walk through the “Guide to Fiscal Stewardship” resource, sharing information to help participants understand and identify different types of financial mismanagement and fraud and build knowledge on risk management procedures in foundation operations and grantmaking.

Find More By
Resource Type 
Program Resource
Recording
Topic(s) 
Finance
Fund Management
Grantmaking & Evaluation
Webinar
16
Apr
Preventing and Mitigating Financial Mismanagement and Fraud
Virtual + Recording
Workshop
05
Nov
National Community Foundation Boot Camp
Virtual + Recording
Workshop
26
Feb
National Community Foundation Boot Camp
Virtual + Recording
Workshop
03
Dec
Indiana Community Foundation Boot Camp
Seymour, IN
Workshop
11
Mar
Indiana Community Foundation Boot Camp
Kokomo, IN
Webinar
24
Jun
Mastering 990 Review: Ensuring Financial Health for Foundations & Potential Grantees
Webinar + Recording
Workshop
15
Apr
Indiana Community Foundation Boot Camp
Plainfield, IN
Workshop
13
Nov
National Community Foundation Boot Camp
Virtual + Recording
Workshop
21
Feb
National Community Foundation Boot Camp
Virtual + Recording
IPA Blog
A California Bank Failed—Why Should I Care?
March 11, 2023
IPA Blog
How to Overcome Three Common Investment Committee Pitfalls
August 13, 2021
Webinar
21
Jun
Financial Resiliency: Technical and Adaptive Solutions for Family Asset Building Strategies
Webinar
IPA Blog
Asset Allocation Modeling for Foundations and Endowments
February 19, 2021
Workshop
09
Mar
990-PF Tax Seminar
Virtual Workshop
IPA Blog
Tactical Versus Strategic Investment Strategies
November 24, 2020

Sustainable Signals: Growth and Opportunity in Asset Management

This report highlights the result of a recent survey of US asset managers.

Too many foundation board and staff members may think of sustainable investing and ESG as simply a matter of “checking a box.” However, the field has progressed far beyond the exclusion of companies that produce objectionable products like alcohol, tobacco, and gambling. 

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Resource Type 
Research, Data, & Reports
Topic(s) 
Finance
Impact Investing

Investment and Philanthropic Trends for Private and Community Foundations

Resource for members only

This webinar provides an in-depth discussion of investment trends for private and community foundations.

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Resource Type 
Best Practices & Case Studies
Program Resource
Recording
Topic(s) 
Finance
Impact Investing
Resource Development & Fundraising

Sustainability Costing Tool

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

Find More By
Resource Type 
Best Practices & Case Studies
GIFT Resource
Topic(s) 
Administration/Operations
Finance
IPA Blog
2017 Investment Fiduciary Checklist
February 27, 2017

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