At a glance:
Here's what I can help you with:
- Latest accounting rules and how they may affect your foundation.
- How the latest legislation affects foundation operations.
- Investment best practices and survey trends for foundations.
- Other finance and administration best practices for foundations.
Dave currently serves as a board member of the World Wide Initiative of Grantmaker Support (WINGS). WINGS is a network of over 100 philanthropy associations and support organizations in 40 countries around the world whose purpose is to strengthen, promote and provide leadership on the development of philanthropy and social investment. Together WINGS members and network participants represent over 100,000 philanthropic entities from all regions of the world. In his initial three year term Dave served as treasurer, helping them refine their financial reporting systems and transition to a new US bookkeeping firm.
Prior to WINGS, Dave served as a board member and treasurer of the United Philanthropy Forum helping them transition to the current leadership team. The United Philanthropy Forum is a diverse group of philanthropy support organizations working to increase the impact in philanthropy.
Dave played a key role in the development of the community foundation finance course for the states of Michigan, Indiana and Ohio and developed the initial GVSU Dorothy A. Johnson Center For Philanthropy “How to Read Financial Statements” course.
Get to know Dave:
What do you do all day long?
A good portion of my day is spent on the financial reporting issues associated with CMF, its three supporting organization and the 15-20 special projects going on at any one time. Included in this work is reporting to the various boards and committees (including the investment and audit committees). With the support of our investment committee I handle the investments of approximately $23 million in endowed assets. Throughout the week, I also receive several questions primarily from community foundation in the areas of accounting, investments, regulatory and operational best practices.
What’s the best part of your job?
Handling questions from our members and making member visits where I hear about the great work our members are doing.
Favorite flavor of ice cream?
After the Wind: 1996 Everest Tragedy – One Survivor’s Story by Lou Kasischke
Favorite book from childhood?
All the Doctor Seuss books
Why do you love where you live?
Living next to Lake Michigan to windsurf, surf and paddleboard.
If you could choose a super power, what would it be?
In addition to watersports, road biking, mountain biking and downhill skiing.