This webinar explores the importance of having a formal strategy, the relative merits of some traditional policies, and some ideas on using technology to allow for new strategies.
From budgeting, accounting and investment practices, audits, and managing external consultants, there is a broad range of skills for foundation executives and board members to understand. The Council maintains a wide range of financial management resources to help you follow good governance procedures and ensure thorough oversight.
In-Depth knowledge on Financial Management
This sample matching gift policy can be easily customized for your foundation's use.
Editable foundation investment policy template.
This brief provides practical advice and tips on setting strategy, ensuring an on-the-ground presence, and selecting partners for U.S.-based companies with foundations and/or giving programs that are either venturing into the international giving arena or seeking to enhance their current programs. The last section highlights the importance of maintaining legal compliance.
From PricewaterhouseCoopers LLP, these publications and resources cover issues surrounding investments other than stocks, bonds and cash.
Frequently asked questions about investments and basic asset allocation strategies.
Raising money for community needs is the central function of community foundations. No surprise, then, that we receive more questions about fundraising than about any other topic. Following are some common inquiries we receive by telephone and e-mail and the replies we give.