Nov
21
Family Foundation Webinar Series | Impact Investing
Thursday, November 21, 2019 -
1:00pm to 2:00pm
This webinar is designed to support small-staffed foundations seeking to use impact investing to further their missions
Finance
Oct
16
Tri-State Community Foundation Series | Working with Difficult Wills and Trusts
Wednesday, October 16, 2019 -
1:00pm to 2:30pm
Learn how to deal with difficult wills and trusts.
Mar
26
Local Engagement Group – Conversations with Peers – March 2019
Tuesday, March 26, 2019 -
11:00am to 1:30pm
Location:
Enterprise Place Building
Peer-to-peer exploration of common challenges faced by smaller foundations
Listserv Postback - Community Foundaton Fundraisers
Publication date:
04/2019
Listserv Question - Does your foundation hold fundraisers for a) operating dollars and/or b) grant dollars?
IRS guidance for determining nondeductible amount of parking fringe expenses and unrelated business taxable income
Publication date:
12/2018
The Internal Revenue Service today issued interim guidance regarding the treatment of qualified transportation fringe benefit expenses paid or incurred after Dec. 31, 2017.
Nonprofit Finance Fundamentals
Publication date:
09/2017
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.
Audit Firm Suggestions - Listserv Query
Publication date:
11/2016
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.
Current Spending Percentage Policy - Query Post Back
Publication date:
06/2016
Post Back for Listserv query - Current spending policy percentages
Tax and Families Webinar
Publication date:
06/2015
Build your understanding of how tax credit programs impact Ohio families and explore how your voice can inform the conversation in congress.
Dropping Budgets May Improve Fiscal Due Diligence
Publication date:
05/2015
Learn how one group of professional grantmakers recently overhauled its approach to evaluating grantee financial health. Key outcomes of this process included a) the creation of a dashboard-style rating system and b) a decision to eliminate program budgets from required grant application materials.
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