Jun
21
Overcoming the Financial Risks Facing Nonprofits
Tuesday, June 21, 2022 -
10:00am to 11:00am
Explore the most critical areas to prioritize to ensure financial compliance and technology security.
Finance
Mar
03
Making an Impact Through Mission-Aligned Investment Strategies
Thursday, March 3, 2022 -
1:00pm to 2:30pm
Learn about the Cleveland Foundation’s multifaceted and equitable approach to social impact using the power of financial investment strategy.
Making an Impact Through Mission-Aligned Investment Strategies webinar recording
Publication date:
03/2022
Discover how the Cleveland Foundation has made significant strides in incorporating equity into their work and used their foundation’s endowment to strengthen their commitment to organizational values. Learn about the foundation’s multifaceted approach to social impact and hear how they incorporated racial equity values into their investment policy.
Community foundation investment policies listserv query
Publication date:
03/2022
This community foundation listserv query gathers information about the percentages used for community foundation investment policies and allocations.
Community foundation designated agency fund policies listserv query
Publication date:
12/2021
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.
Community foundation reinsuring annuities listserv query
Publication date:
11/2021
This community foundation listserv gathers information on reinsuring annuities.
Private foundation liability insurance broker recommendation listserv discussion – 08062021
Publication date:
08/2021
This private foundation listserv discussion collects recommendations on insurance brokers.
Family Foundation Webinar Series - Impact Investing
Publication date:
11/2019
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 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.
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