This Midwest Community Foundation webinar shares DAF basics and offers insights into this valuable grantmaking tool's legal and financial parameters.
This community foundation listserv query gathers information about the criteria other community foundations apply to determine grants, such as operating expenses.
This community foundation listserv query gathers information about dealing with scholarship applications being completed by parents. Included is a document submitted by Licking County Foundation in response to the listserv query.
This community foundation listserv query gathers information about getting involved in purchasing and/or restoring downtown buildings.
In fall 2021, Philanthropy Ohio surveyed Ohio community foundations inquiring about operations and administration, and 14 foundations participated. Click the Excel attachment below to access the research, which includes data on assets, grants made, gifts received, annual budgets, investment returns, spending policies, types of funds, software used, COVID-19 relief and more.
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.
