Finance

Philanthropy Fundamentals Module 3 discussed how to read a nonprofit 990 document, common grantmaking philosophies and practices and power dynamics in the field when serving as a steward of philanthropic resources.

This listserv discussion offers alternative electronic options versus mailing paper check grant payments. 

This collection of responses discusses different methods of distributing grant payments electronically.

This collection provides sample RFPs for potential investment managers.

This Midwest Series Partnership program outlines the best practices you need to know to establish strong financial processes and identify opportunities for improvement in your foundation or grantmaking organization.

At the 2024 Philanthropy Ohio Community Foundation Leaders gathering, attendees wanted to know more about fee structures for funds held by Ohio community foundations. Philanthropy Ohio launched a very short survey to provide members with this information and research, and the results can be downloaded from the Excel link.

This listserv query shares examples of family foundation document retention policies as well as samples from other organization types.

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

This community foundation listserv query gathers information about getting involved in purchasing and/or restoring downtown buildings.