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This webinar shared an in-depth overview of recently introduced federal Accelerating Charitable Efforts (ACE) Act and how its proposed provisions would impact private foundations and donor advised funds (DAFs) held by community foundations and other entities.
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 is a sample scoring matrix for an investment advisor request for proposals.
This is a sample investment manager request for proposals from the Community Foundation of Northeast Alabama, which seeks proposals to provide investment management services. The foundation uses the Outsourced Chief Investment Officer (OCIO) model.
This webinar recording shares the Ohio General Assembly’s lame duck session priorities and what it means for Philanthropy Ohio’s legislative agenda, funder’s work and local communities. Byers, Minton & Associates provided an update on Ohio’s post-election policy landscape; legislation in Philanthropy Ohio’s priority areas of health, housing and education; and previewed expectations for the next biennium.
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.