Featured Resource

Join your community foundation colleagues to discuss the template fund agreements recently developed by a team of your peers offering legal insights and traps for the unwary, what all of the legalese means, and how the forms may facilitate your National Standards accreditation.

This report is a timely and reliable reference resource for those responsible for investment, financial, and governance decisions at private and community foundations throughout the country. It is the field’s most comprehensive and authoritative study on investment and governance policies an

This resource reviews 14 of the most widely used grants management systems against hundreds of requirements criteria developed with the expertise of consultants, vendors, foundation program officers, and system administrators.

This webinar provides information on how to deal with difficult wills and trusts.

Learn how corporate foundations and financial advisors are aligning their giving strategies with business goals.

Family foundations offer some of the strongest values for philanthropic giving, and many of those values endure through generations of family involvement. What happens, though, when new generations want to alter the scope of family giving, or see different opportunities for focus areas?

A collection of sample documents related to Administration, Finance & Management.

This webinar will feature essential storytelling tips, highlight creative ways to repurpose your existing work and show you how to efficiently use downtime to stock a pantry full of useful ingredients to tell the right story when you're crunched for time. 

You might be interested in doing impact investments, but how do you decide what to do and how to do it?

This webinar will focus on questions concerning the difference between exempt and nonexempt employee classification, health savings plans vs. flexible spending plans, determining when temporary employees receive benefits, and steps you can take when an employee performance issue arises.

This webinar will help guide you on the management of the investment committee, cover the basics of investment management, and review key areas such as asset allocation, spending policies, fees on funds, quarterly reports etc.

This guide provides recommended minimum periods of time for retaining important documents. Certain circumstances may change these recommendations.