Sample document received to CorpListserv Query requesting guidance and samples for investment management of new foundation
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Sample document-The Role of Directors and Committees of the Board from Greene County Community Foundation
Policy of the Athens Foundation on fundraising and solicitations
Sample document to submit for approval of an event for raising money for a specific fund
Addressed three most common ways that funds of The Dayton Foundation receive money from a fundraising event
Sample document - Policy on use of Advised, Family Advised, and Family Advised Funds with Successor Generation Advisors
Listserv Post Back - How foundations use dashboards to illustrate data to their boards to help in decision making.
Accepting online payments through systems such as PayPal, MasterCard, Visa, etc. Are there security issues or concerns
Post Back for Listserv query - Current spending policy percentages
Query - What corporate community foundation members participate in United Way campaigns and do they match employee's giving
Confidentiality agreement for board members to sign - sample document
Confidentiality agreement for board members to sign - sample document from Delaware County Community Foundation
Disclosure agreement to prevent conflicts of interest - sample document from The Dublin Foundation
Are you dedicated to developing your personal leadership skills, which takes time and commitment? This thought-provoking webinar pairs two experts in the field – Michelle Vander Stouw and Claudia Herrold – as they dive into how to develop some of the core competencies necessary for the success of tomorrow’s philanthropic leaders.
Essential Skills & Strategies for New Grantmakers is a comprehensive educational program to help familiarize new and up-and-coming grantmakers to the foundation world and the field of philanthropy.
Query: A family foundation colleague asked that we post this query on their behalf: “Our foundation currently offers a matching gift for donations up to $10,000 made by any member and trustee. To date, these have been cash grants. We are interested to know if other foundations consider volunteer time as part of the match and if so, what is the value used for each hour volunteered?
Query: A Northeast Ohio-based, small staff, family foundation is seeking advice from peers within the Philanthropy Ohio network on recommended facilitators to guide the foundation trustees through a planning retreat. The ultimate goal is to develop a strategic plan that will assist the foundation in narrowing its funding focus.
The 2014 Tracking Report (2016) explores the scope and character of foundation funding for LGBTQ issues in the calendar year 2014.
2015 was a year of major shifts in rights and awareness for LGBTQ communities