Finance

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Tri-State CF Partnership Webinar | IRS & Other Required Filings

Resource for members only

One of the key responsibilities that finance staff must undertake is the filing of necessary state and federal forms. This webinar will cover IRS Form 990 and 990T, solicitation and gaming licenses, UBIT (unrelated business tax), annual state filings. You will also learn how the latest federal tax reform will affect filing as well as the new taxes being implemented on foundations.

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Tri-State CF Partnership Webinar | The Human Resource Functions of Finance Staff

Resource for members only

Finance staff play an important role in the human resource function of the foundation. This webinar focuses on questions concerning the difference between exempt and nonexempt employee classification, health savings plans vs. flexible spending plans, determining when temporary employees receive benefits, and steps you can take when an employee performance issue arises.

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2018 Training Materials

Resource for members only

This material is only available to members. Please contact a member of the GIFT staff to get Boot Camp or Community Foundation Basics materials.

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Tri-State CF Partnership Webinar | You're Hired: Identifying and Managing the Right Investment Manager

Resource for members only

If you’re looking to hire an investment manager, this webinar will walk you through the process, including: developing and releasing a request for proposal; searching firms; and, presenting the results to your board. If you already have an investment manager, we will also discuss ways to properly evaluate and decide if and when to find someone else for the job.

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Tri-State CF Partnership Webinar | Understanding the New Accounting Guidelines Webinar

Resource for members only

https://www.michiganfoundations.org/sites/default/files/resources/FASBwebinar7-19.pdfThis webinar will walk you through the upload accounting guidelines issues by the Financial Accounting Standards Board that are set to go into effect after December 15, 2017. Learn the key elements and how these changes will affect your foundation’s reporting practices, as well as changes expected in the review of grantee statements.

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Fiduciary Training and Investment 101 Webinar

Resource for members only

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 | Accounting: What Community Foundation Board and Staff Need to Know

Resource for members only

Do you dread meeting with your auditor or accounting professional? Sometimes it might feel like foundation staff and CPAs speak different languages. We’ve taken the language gap out of the equation in this webinar to bring you a simplified look at accounting. Join three accounting experts for a non-technical look at some of the most basic but important accounting concepts such as donor restrictions, agency funds, and split interest agreements. Leave with an understanding of these concepts and how they affect your community foundation.

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Leveraging e-Booklets and Other Planned Giving Marketing Resources Webinar

Resource for members only

Do you receive questions and inquires about planned gifts from donors or professional advisors?  Do you need a bequest brochure for a donor meeting or seminar?  What marketing resources are available since the IRA Rollover is now permanent?  In this webinar, Chris Sizemore with Endowment Development Services (EDS) provides an overview of the e-Booklets tool, including ideas for utilizing this valuable resource with various target audiences.  Chris will also share other budget-friendly ideas for marketing planned gifts to donors and allied professionals.  e-Booklets is a free resource to Indiana community foundations.

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

Resource for members only

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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