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In this webinar you will learn about tricky estate plans and information on how to deal with difficult wills and trusts. It will also feature best practices for working with professional advisors to ensure their client’s charitable wishes can be accomplished.
This webinar will walk you through the process of hiring an investment manager.
Learn about the Sustainability Costing Tool developed to help community foundations analyze the profitability of products and services they provide to drive sustainability.
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
In this webinar you'll learn how you can implement effective management practices to plan for successful succession, transition, and onboarding of new staff at all levels of your organization.
This material is from the 2018 GIFT events and programs.
This webinar examines IT must-haves and must-dos, including the minimum requirements and additional security procedures community foundations should have in place.
This webinar will cover the key elements of a fund agreement, share ideas for creating fund agreements that work over time, and provide guidance on how to change a fund.
This webinar shares best practices and processes to pass National Standards.
In this webinar you will learn what community foundations need to do to pass National Standards.
See sample documents below containing job descriptions for positions at private foundations and community foundations.
Go here for additional examples.
Sample board and committee descriptions, including roles and responsibilities of committee members.
Learn the legal responsibilities and financial aspects of creating a community project fund in your foundation.