Asset Development
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
- resource provided by the Forum Network Knowledgebase.
Search Tip: Search with " " to find exact matches.
This session covers the following topics:
This session covers the following topics:
We will gather at The Season's Lodge in LOCUST 4 to commence the 2023 Leadership Retreat
This session covers the following topics:
This session covers the following topics:
Examine Agency Funds —both the development opportunities they provide and the complexities in managing them—in this interview-style session featuring experts and practitioners. While these funds can build community capacity and engage new donors, there is also the potential for problems if your organization lacks proper accounting procedures and recordkeeping. You’ll leave the session with a better understanding of how to avoid those pitfalls and maximize the benefits of these important tools.
Exhibitor Idea Exchange is a lively event offering sweet treats, cool prizes, and space to engage in meaningful conversation with professional advisors and other philanthropy-supporting companies.
This session covers the following topics:
This session covers the following topics:
ASSET DEVELOPMENT
Stop in to meet IPA's Foundation Legal Help Desk attorney, Phil Purcell, CFRE, MPA/JD, to learn why foundations across the country are using this valuable service. We are also giving away a one-year Legal Help Desk subscription with two free calls to one lucky winner!
Foundation Legal Help Desk is a service of IPA that connects you to attorneys with expertise in foundation operations at an affordable rate. Users are able to send questions to our on-call attorney through a secure web portal.