This in-depth session for foundations with few or no staff explored the many opportunities and challenges that small foundations face in today’s new world. Learn the latest thinking on foundation investment strategies. Presenter: Jay Morgan, director of investment manager research, Hartland & Company Investment Consultants.
This PowerPoint, by Jay Morgan, director of investment manager research, Hartland & Company Investment Consultants, shows a framework foundation boards and investment committees can use to assess asset allocation strategies; and provide a practical set of tools for assessing investment managers.
990 forms are now the most commonly used data source about nonprofits, according to the Urban Institute, but they are a poor choice for this task. The forms were not designed for broad public consumption, but to help regulators ensure that organizations remain true to their charitable purposes. Still, when your foundation prepares its next 990-PF or 990, there are many steps you can take to enhance the form’s communications value.
CFO Cheryl McKenna helps you get ready for your foundation's tax season in this PowerPoint presentation and webinar. Presented as part of Philanthropy Ohio's "Coffee Break" webinar series about foundation operations.