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Finance

Pertaining to expenditures, revenue, cash flow, liabilities, balance sheets, etc. 

2024 Community Foundation Fund Fee Structure Survey Results

Publication date
10.25.2024

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.

Nonprofit Finance Essentials Program Recording

Publication date
3.5.2024

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

RFP for Investment Manager

Publication date
1.1.2016

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.

RFP for Investment Consulting Services

Publication date
1.1.2016

This is a sample request for proposals from the Community Foundation of Grant County, Indiana, which is seeking proposals from investment consultants to provide consulting services to the foundation’s Finance Committee. Services would include investment policy amendments and revisions, strategic and tactical investment advice, manager searches and selections, quarterly performance measurement and analysis, monitoring for compliance with investment policy, comparison to peers and educational workshops.

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