Community Foundation

This community foundation listserv query gathers information about the minimum balances needed to start a new fund.

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.

This is a sample scoring matrix for an investment advisor request for proposals.

This is a sample request for proposals for a community foundation investment manager.

This is a sample investment policy from the Licking County Foundation.

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 community foundation listserv discussion gathers recommendations on institutional advisors and investment firms.

This is a sample job description from the Barberton Community Foundation for Community Impact Director.

This Midwest Community Foundation Webinar hosted by the Council of Michigan Foundations explored these timely questions: What is your purpose as a grantmaker now and into the future? How are you adapting your grantmaking to stay accountable to your community, particularly Black, Indigenous and People of Color (BIPOC) communities? What is the story that your foundation wants to tell about this experience five years from now?

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.