Finance

Event
Nov.21
11/21/2019 -
1:00pm to 2:00pm
Location: Webinar

Learn how two foundations are engaging families to support impact investing initiatives. Get insight on what steps you should take to educate your board and how to determine where to invest funds.

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Event type: Webinar
Audience: Family Foundation



Event
Oct.16
10/16/2019 -
1:00pm to 2:30pm
Location: Webinar

While a bequest is the most common way a community foundation receives money from an individual’s estate plan, some can be tricky. This webinar will provide information on how to deal with difficult wills and trusts. It will also feature best practices for working with professional advisors to ensure their client’s charitable wishes can be accomplished.

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Event type: Webinar



Event
Aug.6
08/06/2019 -
1:00pm to 2:30pm
Location: Webinar

Investment managers know that today's market is volatile. During this webinar, speakers will discuss trending topics and best practices for investments. This webinar will be of interest to all foundation staff and trustees working in finance and investments, so gather your committee to connect into this program!

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Event type: Webinar
Audience: All Members



Event
Jun.11
06/11/2019 -
11:00am to 4:00pm
Location: Landmark Inn, Marquette, MI

Join your Upper Peninsula peers for a special regional meeting with programming provided by CMF. During this event, participants will have the opportunity to learn together and from each other, discuss collaborative UP-wide issues and access expert guidance.

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Event type: Meeting



Event
May.30
05/30/2019 -
10:00am to 3:30pm
Location: Dow Diamond, Midland, MI

Connect with your community foundation finance peers for a day of learning around all things finance. During this program, participants will have the opportunity to learn about new or changing issues in the finance field and bring questions to the group around best practices.

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Event type: Meeting