Endowment policies

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Fiduciary Training and Investment 101 Webinar

Publication date: 
08/2016

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.

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Tri-State CF Partnership Webinar | Staying Legal: The Pension Protection Act

Publication date: 
01/2016

The Pension Protection Act of 2006 (PPA) created many changes in the administration of donor advised and scholarship funds. It is essential that any community foundation involved in these activities have a thorough understanding of the Pension Protection Act and its implications for fund management. We’ve got you covered with a session that explains the ins and outs of what you need to know to stay compliant with the PPA.

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Tri-State CF Partnership Webinar | How to Change a Fund

Publication date: 
03/2015

Do donors ever ask to make a change to a fund? Have you ever said “yes” to a fund you wish you hadn’t? What about funds that are too small and too old? How does variance power really work anyway? This webinar will clear up the mysteries about changing funds – what you can do, what you can’t, and the proper procedures to make sure it’s all legal.

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Tri-State CF Partnership Webinar: Staying Legal with Donor-Advised Funds and Scholarships

Publication date: 
01/2015

The Pension Protection Act of 2006 (PPA) created many changes, particularly in the administration of donor-advised and scholarship funds.  It is essential that any community foundation involved in these activities have a thorough understanding of the Pension Protection Act and its implications for fund management.

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Cemetery Funds and Other Scary Things Webinar

Publication date: 
10/2013

This webinar covers assorted topics in charitable giving such as: Very Scary (and Not So Scary) Cemetery Funds; Control from the Grave: Dealing with Donor Restrictions on Gifts; Judge Dredd Rules: Valuation of Non-cash Gifts and Gift Receipts -- Beware!; Big Brother is Watching: Government Grants and Gifts of Municipal Bonds; Tales from the Dark Side: Life Insurance, Reinsurance, and Gift Annuities; Ghoul Lead Trusts; Son of Accelerated Charitable Remainder Trust.

Nov - Dec
30 - 01
2017

Northern Indiana Boot Camp

Thursday, November 30, 2017 | 10:00am to Friday, December 1, 2017 | 4:00pm
Location Title: 
Fort Wayne, Indiana

At the request of our northern colleagues, GIFT has added a Boot Camp that will be held in Fort Wayne, Indiana. This is in addition to the Fall Boot Camp that will be held in September in Indianapolis.

Apr
25 - 26
2018

2018 Spring Boot Camp

Wednesday, April 25, 2018 | 10:00am to Thursday, April 26, 2018 | 4:00pm
Location Title: 
Barnes & Thornburg

Boot Camp is an extensive two-day workshop for community foundation staff and board members.  The purpose of Boot Camp is to provide an overview of the structure and operations of a community foundation.  Boot Camp covers eight topics and takes tw

Sep
25 - 26
2019

2019 GIFT Fall Boot Camp

Wednesday, September 25, 2019 | 10:00am to Thursday, September 26, 2019 | 4:00pm
Location Title: 
Barnes & Thornburg

Boot Camp is an extensive two-day workshop for community foundation staff and board members.  The purpose of Boot Camp is to provide an overview of the structure and operations of a community foundation.  Boot Camp covers eight topics and takes twelve hours to complete.

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