Perpetuity

Resource

Tri-State CF Partnership Webinar | Community Foundation Investments

Resource for members only

For many who are new to the community foundation finance area, the management and interaction with investment committee members can be challenging, especially as different views are shared. This webinar will help guide you on the management of that committee, cover the basics of investment management, and review key areas such as asset allocation, spending policies, fees on funds, quarterly reports, etc

Resource

Tri-State CF Partnership Webinar | Starting a Gift Annuity Program

Resource for members only

Charitable gift annuities (CGAs) are widely used planned giving vehicles. With interest rates so low, CGAs can be attractive to those donors who need a stream of income and have assets to donate. However, before starting a CGA program there are many things to consider. You will gain insight into the development, administration, and marketing of a CGA program.

Webinar
12
Sep
NCFP Series | How Can You Exit Responsibly
Webinar
Workshop
24
Apr
2019 GIFT Spring Boot Camp
Barnes & Thornburg
Workshop
25
Sep
2019 GIFT Fall Boot Camp
Barnes & Thornburg