Confidentiality Agreement from Morgan Family Foundation
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Council on Foundations Confidentiality Agreement
Conflict of interest sample document from Delaware County Community Foundation
Conflict of interest sample document from Dublin Foundation
Ohio has a strong tradition of charitable giving, starting with the creation of the first community foundation in the world as well as thousands of private foundations, federated funds and corporations as well as millions of individuals. Each year, Philanthropy Ohio researches, analyzes and presents the most recent data on Ohio’s individual and organizational giving in our Ohio Gives report. View the webinar recording where President & CEO Suzanne T. Allen presented the data and trends around Ohio giving.
Query Question - A Philanthropy Ohio colleague would like to know if you can provide insight and recommendations on professional development trainings for communications professionals in philanthropy. Also, any recommended conferences (in addition to the Communications Network conference), that have been helpful?
From its trough in march 2009, the s&p 500 index has returned 249% through yearend 2015. US GDP is 14.4% higher and going into 2016, we see no recession on the horizon.
Sample IRA rollover letter from Springfield Foundation (2015)
Education can propel Ohio’s economy by producing the talent necessary to envision, invent, create and fill 21st century jobs that will support Ohioans and their families. OhioMeansJobs helps students and individuals at all levels, K-12 through post-secondary, with tools for college- and career- readiness. Learn about this innovative public-private partnership – the first of its kind in the nation – and how it helps students and ensures training and support for Ohio's in-demand jobs.
A community foundation is considering requiring all scholarship recipients to submit a thank you note to their office when the scholarship check is picked up. They would like any examples of how other foundations might handle a requirement such as this.
A Philanthropy Ohio community foundation colleague would like to know if anyone has been successful in creating a restricted or donor-advised fund that benefits local veterans in your community. If so, could you please share a document or specifics on how it works including what charitable organization that it flows through?
A Philanthropy Ohio has inquired regarding the most frequently used/preferred resource for due diligence and ascertaining a tax-exempt organization’s standing with the IRS. Are foundations using the IRS Exempt Organization Select Check? GuideStar’s Charity Check? Some other tool?
A Philanthropy Ohio colleague is interested in ideas on engaging individuals in the new year and wondered if other community foundations have offered a meeting/luncheon/seminar for non-profits to come and learn about the grant process? (e.g.; How to complete a grant application.)
A Philanthropy Ohio colleague would like to know if other community foundations have policies or practices regarding commitments to multi-year grant awards. Specifically, they want to know if community foundations generally do, or do not, make multi-year grant awards and what are some of the reasons for doing or not doing this practice?
Each year, Philanthropy Ohio researches, analyzes and presents the most recent data on Ohio’s individual and organizational giving in our Ohio Gives report.
The 2015 Salary Report is a Philanthropy Ohio publication reporting the average salaries for various positions in grantmaking organizations in Ohio, the Midwest and nation. Philanthropy Ohio collected data on salary and benefits at member organizations in mid-2015, in association with the Council on Foundations.
Is the chief executive’s impact affected whether he or she has a vote on the board? Do board members relate to their chief executive differently if he or she has an opportunity to vote on board issues? These are some of the questions that every board should ask while defining the role of the chief executive. Clarifying first the role of management and governance within the organization may help the board define its relationship with the chief executive.
This Health Policy Institute of Ohio report provides leaders with a roadmap to expand the health policy agenda in Ohio to include a more balanced focus on the factors that shape our health both inside and outside the clinical care system.
This six-page report dives deeper into data around individual giving, corporate foundations, private foundations, community foundations, United Ways and public charity grantmakers. View five-year trends in the number of foundations, grantmaking and assets, in addition to the top Ohio foundations by giving.
Downloadable registration form for the 2015 Tri-State (OH, PA, NY) Community Foundation Conference - October 27-28.