In fall 2021, Philanthropy Ohio surveyed Ohio community foundations inquiring about operations and administration, and 14 foundations participated. Click the Excel attachment below to access the research, which includes data on assets, grants made, gifts received, annual budgets, investment returns, spending policies, types of funds, software used, COVID-19 relief and more.
This community foundation listserv query gathers information on investing funds held by a 501(c)4 outside of component funds.
This community foundation listserv discussion gathers recommendations on institutional advisors and investment firms.
The Philanthropy Review 2021 summer edition member newsletter features a new series to build nonprofit capacity and enhance impact for members and grantees; tips on reviewing your investment policy statement; the results of the 2020 membership satisfaction survey; guidance on succession planning; the Philanthropy Forward ’21 plenary speakers and much more!
It is essential that any community foundation involved in the administration of donor-advised and scholarship funds have a thorough understanding of the Pension Protection Act. This Midwest (Tri-State) Community Foundation Webinar was presented by Phil Purcell, our lawyer on call, who explained the Pension Protection Act and more.
