Numerous philanthropic reform proposals are currently being promoted at the national level. But more fundamentally, three major social trends promise to reshape the context and practice of American giving. Rising wealth disparity is creating both massive new buckets of money and a shrinking middle class. Fewer and fewer individuals live in supportive communities that promote human flourishing. And the dramatic rise of the religiously unaffiliated is likely to depress how much Americans give and volunteer.
Date & Time:
09/28/2022 - 9:00am to 10:00am
Foundations and philanthropists across the country are coming to realize a health community and functional democracy depend heavily on local news and civic information. Whether you want to improve community safety, raise awareness about clean water, increase civic participation, or any number of other initiatives, quality local news can help. Do you have a role to play in its future? Learn how philanthropy can support local news in Indiana from the Knight Foundation’s in-house journalism guru.
Date & Time:
09/27/2022 - 12:00pm to 1:45pm
Looking for something enlightening and engaging to do the morning of the conference? We've got you covered. Take the plunge and join us for one of the following pre-conference 'Mini Dive" sessions.
Date & Time:
09/27/2022 - 8:30am to 11:30am
Through the lens of a notable example of community development and cross-sector collaboration, you will learn about the creation of River Valley Resources (RVR) by the Community Foundation of Madison & Jefferson County and their community partners.
Date & Time:
06/07/2022 - 11:30am to 12:15pm
Through the lens of a notable example of community development and cross-sector collaboration, you will learn about the creation of River Valley Resources (RVR) by the Community Foundation of Madison & Jefferson County and their community partners.
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:
11/04/2022 - 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:
11/04/2022 - 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:
11/03/2022 - 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:
11/03/2022 - 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:
11/02/2022 - 2:00pm to 4:00pm
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:
03/11/2022 - 1:00pm to 3:00pm
This session covers the following topics:
GRANTMAKING & COMMUNITY LEADERSHIP
- Grant guidelines/processes
- Responsive and strategic grantmaking
- Legal issues in grantmaking
- Expenditure responsibility
- Scholarship grants
- Types of leadership
Date & Time:
03/10/2022 - 1:00pm to 3:00pm
This session covers the following topics:
FINANCE & INVESTMENTS
- 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:
03/09/2022 - 1:00pm to 3:00pm
This session covers the following topics:
ASSET DEVELOPMENT
- Types of gifts/planned gifts
- Asset building vs. fundraising
- Working with prof. advisors
- Donor characteristics
- Donor stewardship
- Policies and planning
Date & Time:
03/04/2022 - 1:00pm to 3:00pm
This session covers the following topics:
FUND MANAGEMENT
- Types of funds
- Fund agreements
- Fund management issues
- Fiscal sponsorship
- Donor relations
- Variance power
- UPMIFA code
- Making changes to funds
Date & Time:
03/03/2022 - 1:00pm to 3:00pm
Date & Time:
05/21/2021 - 9:00am to 10:15am
Date & Time:
05/20/2021 - 10:30am to 12:00pm
Date & Time:
05/18/2021 - 9:00am to 10:15am
- Using assessment questions, you will have the chance to examine how your grantmaking processes, applications, decision making, and evaluation may be inhibiting or accelerating your equity in your grantmaking.
- We will explore what types of grantmaking strategies may best meet the needs of your communities.
Date & Time:
08/05/2021 - 1:00pm to 3:00pm
- Using your assessment results, we’ll focus on a few capacities (like communication, community leadership, data, and evaluation, etc.) and provide examples, advice, and resources for you to prioritize action.
- We will also help you generate a plan for how to budget and use your influence to bring your plans to fruition.
Date & Time:
07/13/2021 - 1:00pm to 3:00pm
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