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This page contains consultant bios for Indiana community foundations related to GIFT VII.
This page contains materials on Community Leadership Working with Government for community foundations.
For many who are new to the community foundation finance area, the management and interaction with investment committee members can be challenging, especially as different views are shared. This webinar will help guide you on the management of that committee, cover the basics of investment management, and review key areas such as asset allocation, spending policies, fees on funds, quarterly reports, etc
The program will offer ideas for adapting governance, family engagement, and operational strategies to successfully navigate current trends and changes in philanthropy and society.
Hear from program leaders and youth on how they have recruited diverse youth and created opportunities to engage and stay involved with them.
The new process for National Standards is efficient, but there are still opportunities to make it easier. This webinar will share best practices and processes to pass National Standards as seamlessly as possible.
This webinar includes Fiduciary Training and Investment 101 information that is designed to provide education regarding your key responsibilities as a fiduciary, including: setting an appropriate and diversified asset allocation, developing a sound spending policy, and crafting a prudent investment policy statement. Properly understanding each responsibility, through fiduciary training, is paramount both to your role as a fiduciary and to the continued, long-term success of your organization.