Montgomery County Community Foundation Investment Manager RFP
Publication date
1.1.2020
This is a sample request for proposals for a community foundation investment manager.
Finance
Pertaining to expenditures, revenue, cash flow, liabilities, balance sheets, etc.
Licking County Foundation Investment Policy
Publication date
8.1.2020
This is a sample investment policy from the Licking County Foundation.
IRS & Other Required Filings webinar recording
Publication date
6.12.2018
This webinar recording discusses the necessary state and federal forms finance staff must file, information on federal tax reform and new taxes being implemented on foundations.