This report highlights the result of a recent survey of US asset managers.
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.
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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.
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This webinar will walk you through the process of hiring an investment manager.
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Learn about the Sustainability Costing Tool developed to help community foundations analyze the profitability of products and services they provide to drive sustainability.
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This webinar provides an in-depth discussion of investment trends for private and community foundations.
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
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This webinar focuses on human resource functions and the role finance staff play.
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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.
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This webinar is designed to assist you in understanding your key responsibilities as a fiduciary.
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Learn about a free resource for Indiana community foundations. The e-Booklet is a marketing and planned giving tool provided by EDS, a firm spealizing in marketing planned giving.
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In this webinar you will gain insight into the development, administration, and marketing of a charitable gift annuity program.
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This material is only available to members. Please login to view.
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The GIFT Snapshot Reports are compilation of data from Indiana community foundations entered into the CF Insights database.
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In this webinar you will learn about many assorted topics related to charitable giving.
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Learn about the important provisions of the Indiana Code and Internal Revenue Code that affect your daily work.
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This page contains Indiana Transfer of Wealth resources for community foundations.
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This page contains Legal/Tax resources for community foundations.
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This page contains Fund Management resources for community foundations.
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This page contains Finance/Investments resources for community foundations.
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This page contains Asset Development and Donor Services resources for community foundations.