This community foundation listserv query gathers information on sample donation acknowledgement and tax letters and includes 4 sample documents.
This community foundation listserv query gathers information about the percentages used for community foundation investment policies and allocations.
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 community foundation listserv query gathers information about the use of flow-through or pass-through scholarships in a similar fashion to ones used for a special community project.
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 community foundation listserv query gathers information about the handling gifts or bequests of property to a fund of a foundation.
Discover answers to your frequently asked questions involved in managing component funds and fund agreements over time in this webinar recording.
