The GIFT Snapshot Reports are compilation of data from all 94 Indiana community foundations entered into the CF Insights database.
Mason Investment Advisory Services discusses market history, as well as investment objectives, spending policy, asset allocation modeling, rebalancing, and portfolio volatility.
Training materials accompanying the two-day Community Foundation Boot Camp and the one-day Community Foundation Basics workshop provide a comprehensive overview of the structure and operations of a community foundation. These materials are used by community foundation staff and board members.
In this webinar you will learn about tricky estate plans and information on how to deal with difficult wills and trusts. It will also feature best practices for working with professional advisors to ensure their client’s charitable wishes can be accomplished.
This page contains Scholarship resources for community foundations.
This webinar is designed to provide participants with an understanding of the key issues, proposals, and players for donor advised funds - the fastest growing giving vehicle in the country.
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.
This page contains Legal/Tax resources for community foundations.