Join your fellow finance colleagues for an under-the-hood look at essentials in finance for community foundations
This community foundation listserv query gathers information on designated agency fund policies to carry forward their available-to-spend amount rather than reinvesting or taking a distribution.
This community foundation listserv gathers information on reinsuring annuities.
This private foundation listserv discussion collects recommendations on insurance brokers.
Impact investing has the potential to enable every foundation, regardless of size, to pursue its philanthropic mission more effectively. It can help family foundations with few or no staff put more and different types of capital to work for social good and it can deliver philanthropic impact alongside financial returns—which enables reinvestment of those funds in pursuit of even more social good.
Listserv Question - Does your foundation hold fundraisers for a) operating dollars and/or b) grant dollars?
The Internal Revenue Service today issued interim guidance regarding the treatment of qualified transportation fringe benefit expenses paid or incurred after Dec. 31, 2017.
Knowing how to evaluate a grantee's current financial health is more important than ever: but, getting the information you need to make better grantmaking decisions can be confusing, counter-intuitive and frustrating.
Query: A Philanthropy Ohio colleague is requesting suggestions for an auditing firm. They are interested in a company experienced in working with organizations at the $10 million level. Their foundation will be experiencing an annual audit for the very first time.
