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.
In this year’s survey, nearly 6000 respondents from nonprofits across the country shared the details of how they are adapting their organizations and finances to economic conditions. The survey, which was supported for the third year in a row by the Bank of America Charitable Foundation, reveals that 2012 was a year in which organizations either made or planned to make significant changes in order to cope with mounting economic stress.
For decades, foundations have invested in a range of approaches that enable families to move forward—to live in safe homes and communities, start their own businesses, pursue education, secure jobs and advance careers, access health care, and save for the future. Despite these investments, the gap continues to widen between the haves and have-nots, driven by barriers that are increasingly complex, intertwined, and exacerbated by dwindling public and private resources.
Fiduciary standards applicable to foundation investments in Ohio
Sample investment policy from Ashland County Community Foundation
Sample investment policy from Delaware County Foundation