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Read answers from the community foundation listserv to the question: for foundations that use a percent of moving average computation to determine spending (e.g., 12 trailing quarters), how do you handle funds that are newer than 12 quarters?
This is a sample investment policy from the Licking County Foundation.
This is a sample request for proposals for a community foundation investment manager.
This community foundation listserv query gathers information about getting involved in purchasing and/or restoring downtown buildings.
This webinar, presented by David Greco of Social Sector Partners, will help you analyze audits, IRS Form 990s and other financial documents to identify the key pieces of financial data you need to analyze the financial health of nonprofit organizations and make better grantmaking decisions
Connect with fellow Ohio funders about the challenges and possibilities and identify opportunities to collaborate. Get the mentoring and training you need and be reassured you’re doing things in the best way possible. You have the ability to become the funder you envision and seek to be.
Leading and supporting philanthropic work to center racial equity, we bring training, tools, inspiration and conversations to our members, holding space for peer sharing and cohort learning and expanding to include other marginalized identities and issues.
Elevate your work, grow in your career, exercise your leadership and demonstrate your expertise among your peers. When you join a committee, connect with a peer group or participate in a policy initiative, not only are you giving back to the sector, but you’re also gaining valuable skills and relationships.