Policies

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Investment and Philanthropic Trends for Private and Community Foundations Webinar

Publication date: 
11/2018

William Jarvis, Managing Director of U.S. Trust, provided an in-depth discussion of investment trends for private and community foundations. The webinar also explored the forces shaping giving and volunteering among America's high net worth households, and how the traditional picture of high net worth philanthropy is changing.

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Tri-State CF Partnership Webinar | Fund Agreements-Best Practices

Publication date: 
09/2017

Fund agreements are critical legal documents that govern how a community foundation operates. 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.

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Tri-State CF Partnership Webinar | Women's Philanthropy: Investing in Women and Girls

Publication date: 
03/2017

Explore the full cycle of women-led solutions in philanthropy, from engaging and empowering women donors to making meaningful impact in your community. Consider giving circles and other avenues for building and sustaining powerful relationships with women donors. Learn about gender norms and explore how grantmaking with a gender lens can maximize the social return on all investments in your community. Examine how to apply a gender lens to your grant guidelines and communications with grantees.  

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Tri-State CF Partnership Webinar | Human Resources: Are You Legal? The Basics You Need to Know

Publication date: 
12/2016

Solid, effectively administered HR policies and procedures are a critical component of nonprofit and foundation governance, and serve as an indicator of overall organizational health. This session breaks down human resources into legal basics that are easy to understand and tips that are simple to implement. Explore policy manual requirements, discuss how often to update your policies and learn how to effectively and consistently administer those 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 | Talent Retention in Your Community: How to Bring Your Grads Back

Publication date: 
08/2016

Over the past decade, many communities have been struggling from “brain-drain” – their best and brightest are being sent off to college never to return. Public, private, and nonprofit entities across the country have been struggling to develop innovative solutions to this problem. In this webinar you will hear the story of how a group of community foundations in Michigan have implemented a Talent Retention Program to incentivize their college-educated youth to return home after obtaining a college degree. Want to start a Talent Retention Program in your community? The how-to manual for this program is also available.

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Tri-State CF Partnership Webinar | Overtime Rules and Regulations

Publication date: 
07/2016

The U.S. Department of Labor has announced new rules for overtime pay that may affect some of your employees.  Zac Kester, JD, LLM, CFRM, executive director and managing attorney of Charitable Allies will review these rules in this webinar.

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Strategic Planning Webinar

Publication date: 
02/2016

Strategic planning can be both a daunting and invigorating experience for an organization.  This webinar is designed to help you think through your approach to strategic planning and will address the following: roles and responsibilities – board, staff, committees, consultants; different approaches and processes; time commitment and possible costs; relationship of strategic plan to other organizational plans; and, strategies for implementation.

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