Finance Staff

Event
Sep.13
09/13/2018 -
9:30am to 3:00pm
Location: Hagerty Center, Traverse City, MI

Connect with your community foundation finance peers for a day of learning and networking around all things finance.  As a group,we will devote time for the finance issues most relevant to your work, so make sure to bring your quesions for the group.

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Event type: Training



Event
May.11
05/11/2017 -
9:00am to 3:30pm
Location: Jelly's Restaurant, Grand Haven, MI
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Event type: Meeting



Resource
Released: 11/2013

This in-depth report has been expanded to look at the features and processes used by 28 grants management systems to help private foundations accept and review applications and track grants.

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Resource Type: Report



Resource
Released: 01/2005

From the National Network of Fiscal Sponsors, detailed guidelines for fiscal sponsorships.

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Resource Type: Report
Topic: Finance



Resource
Released: 10/2004

Designed for tax preparers of the 990-PF foundation tax preparer, this document focuses on the clear and accurate completion of that form, with tips to avoid common mistakes and potentially misleading entries.

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Resource Type: Report



Resource
Released: 09/2006

The Investment Policy Statement (IPS) provides guidance for how investment decisions will be made. This sample document can provide a helpful reference as you develop an IPS for your foundation.

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Resource Type: Sample Document



Resource
Released: 02/2007

How much is appropriate to spend on administrative expenses? Learn how major differences in operating characteristics can affect expense levels in this comprehensive report from the Urban Institute.

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Resource Type: Research



Resource
Released: 04/2007

This webpage provides nonprofit leaders practical recommendations on promoting effective oversight of their organizations.

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Resource Type: Best PracticeExternal LinkTemplate



Resource
Released: 06/2015

As both investors and grantmakers, philanthropic foundations have a major opportunity to support the growing market for green bonds. For foundations focused on pressing environmental issues such as climate change, water, energy, and conservation, green bonds can be natural mission-related investments that mobilize a fuller array of philanthropic assets to expand the impact of often limited grantmaking dollars.

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Resource Type: Report
Topic: Investments
Funding Area: Environment



Resource
Released: 01/2015

Counted as part of a foundation’s 5 percent distribution requirement, Program Related Investments (PRIs) can effectively recycle grant dollars, grow the endowment to provide additional grant monies for future projects, and provide a foundation’s grantees with significant unrestricted resources. In this 3-minute video produced by the Impact Finance Center, learn how this tool is helping leading foundations amplify their impact.

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Resource Type: Video



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