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:
11/15/2024 - 2:00pm to 4:00pm
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:
11/15/2024 - 10:30am to 12:30pm
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:
11/14/2024 - 2:00pm to 4:00pm
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:
11/14/2024 - 10:30am to 12:30pm
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:
11/13/2024 - 2:00pm to 4:00pm
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:
11/13/2024 - 10:30am to 1:00pm
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:
02/23/2024 - 2:00pm to 4:00pm
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:
02/23/2024 - 10:30am to 12:30pm
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:
02/22/2024 - 2:00pm to 4:00pm
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:
02/22/2024 - 10:30am to 12:30pm
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:
02/21/2024 - 2:00pm to 4:00pm
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:
02/21/2024 - 10:30am to 1:00pm
Moderated by Hanna Love of the Brookings Institution, this panel includes one representative from each Ind. community participating in the Community-Centered Economic Inclusion program:
- Michigan City: Clarence Hulse
- Seymour: Matt Nicholson
- Warsaw: Stephanie Overbey
Take the stage with confidence and conviction. Learn the art of public speaking from industry experts to present your message with clarity, authority, and impact.
You'll have the option to sign-up for a 10-minute time slot to prepare a 1-minute presentation on one of the following:
- Making a pitch to your board
- Your foundation "elevator speech" to a prospective donor
- Welcoming a community meeting
Date & Time:
07/26/2023 - 9:00am to 4:00pm
Breakfast will be served in LOCUST 1
Country Morning Breakfast:
- Scrambled Eggs
- Fried Breakfast Potatoes
- Buttermilk Biscuits and Sausage Gravy
- Bacon
- Sausage
- Fresh Fruit Salad
- Assorted Pastries
Date & Time:
08/08/2023 - 9:00am to 10:00am
Lunch will be served in LOCUST 1
Soup and Salad Buffet:
- Tossed Garden Salad
- Dressing on-side: Gluten Free Ranch, French, Italian
- Grilled Chicken Strips
- Toppings: Cherry Tomato, Shredded Cheese, Chopped Egg, Bacon Bits, Croutons
- Cottage Cheese
- Broccoli Salad
- Cole Slaw
- Crackers
- Season's Famous Fried Biscuits and Home Baked Apple Butter
- Brownies
- Soup: TBD
Date & Time:
08/07/2023 - 12:30pm to 1:45pm
Breakfast will be served in Locust 1
Warm Morning Breakfast:
- Hot Oatmeal with Toppings
- Scrambled Eggs
- French Toast with Maple Syrup
- Fresh Fruit Salad
- Season's Famous Fried Biscuits and Home Baked Apple Butter
- Assorted Muffins
Date & Time:
08/07/2023 - 9:30am to 10:30am
A productive, equitable, internal culture aligned with a foundation’s mission and goals is essential to support nonprofit resilience and success. In other words, if we are striving to have more impact, we should look not just at our external strategies and theories of change but also at how our organizational behaviors, assumptions, and values either support or potentially undermine what we are trying to achieve.
Date & Time:
11/07/2023 - 10:00am to 12:00pm
What would it look like to have nonprofits and communities truly drive our work? How much participation is required to center our work on community needs? Grantmakers have a genuine desire to make a positive impact in the communities we serve, live, work, and play. To create the greatest impact, we must work with nonprofits and listen to individuals' lived experiences to understand the problem, and what is not being said and define the assets available to determine a sustainable path forward.
Date & Time:
10/03/2023 - 10:00am to 12:00pm
While capacity building is a critical part of our work, traditional models of capacity building do not always account for culture, systems, and power in their design, failing to keep equity centered in their approach. GEO’s latest publication, Reimagining Capacity Building, explores principles for centering equity in our capacity-building efforts, explores the way inequities can show up, and offers steps we can take to address and mitigate those inequities.
Date & Time:
09/05/2023 - 10:00am to 12:00pm
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