Fund Management
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Fund Management
Resource for members only
This page contains Fund Management resources for community foundations.
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Exploring FAQs on Fund Agreements
Resource for members only
Dive into common issues community foundation staff face when managing component funds.
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Fund Changes Flow Chart
Resource for members only
Community foundations can use this flow-chart when making fund agreement decisions.
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GIFT Snapshot Reports
Resource for members only
The GIFT Snapshot Reports are compilation of data from Indiana community foundations entered into the CF Insights database.
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Legal Aspects of Fund Management
Resource for members only
Watch this video to be better informed on legal aspects of fund management.
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Investing in Volatile Markets and Uncertain Times
Resource for members only
Mason Investment Advisory Services discusses market history, as well as investment objectives, spending policy, asset allocation modeling, rebalancing, and portfolio volatility.