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Mason Investment Advisory Services discusses market history, as well as investment objectives, spending policy, asset allocation modeling, rebalancing, and portfolio volatility.
In this webinar you'll hear from experts who understand that engagement, honesty, and openness are critical to success. They'll share their stories and ideas to help build trust and share your goals with your donors.
This webinar will cover the key elements of a fund agreement, share ideas for creating fund agreements that work over time, and provide guidance on how to change a fund.
Learn the legal responsibilities and financial aspects of creating a community project fund in your foundation.
Executive directors, board members, finance staff and finance committee members will gain a better understanding of the Financial Accounting Standards Board (FASB) reporting requirements and options.
The GIFT Snapshot Reports are compilation of data from Indiana community foundations entered into the CF Insights database.
Learn the basic concepts of a supporting organization and why it can be useful for community foundations.
This page contains a collection of scholarship resources for community foundations.
In this webinar you will learn about many assorted topics related to charitable giving.
This page contains Legal/Tax resources for community foundations.
This page contains Fund Management resources for community foundations.
This page contains Finance/Investments resources for community foundations.
This page contains Asset Development and Donor Services resources for community foundations.