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explore our Knowledge center

Browse these timely, relevant resources curated by our team of experts to deepen your knowledge of best practices, data insights and more. If you have suggested resources for inclusion in the Knowledge Center please contact our team.

Equity

In Pursuit of Equity: A Family Foundation’s Story

The article covers how the family foundation worked with its board to not only evaluate their foundation's tradition in grantmaking but also discover new ways of working, with a keen focus on remaining responsive in their pursuit of equity.

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Practice

Tri-State Webinar Series: HR Functions of Finance Staff

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.

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Practice

Record Retention Guide

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

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Equity

Tri-State Webinar Series: Children's Savings Accounts

Learn why CSAs are important to the future of our communities, evidence about the impact of CSAs and about innovative programming embracing identity-based motivation theory that seeks to address the limitations of traditional scholarship and financial aid programs.

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