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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.
In this webinar you will learn the key elements of the Financial Accounting Standards Board (FASB) guidelines and how these changes will affect your foundation’s reporting practices.
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.
This webinar will help guide you on managing and interacting with your investment committee.
This webinar provides an in-depth discussion of investment trends for private and community foundations.
This webinar focuses on human resource functions and the role finance staff play.
This webinar discusses the necessary state and federal forms finance staff must file. You will also hear the latest on federal tax reform and new taxes being implemented on foundations.
This webinar is designed to assist you in understanding your key responsibilities as a fiduciary.
In this webinar you will gain insight into the development, administration, and marketing of a charitable gift annuity program.
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This page contains Indiana Transfer of Wealth resources for community foundations.