Pertaining to expenditures, revenue, cash flow, liabilities, balance sheets, etc.
In this Midwest Partnership Series webinar, hear from the Council of Michigan Foundation’s attorney and impact investment expert in residence who will demystify this funding strategy. Make sense of the jargon and technical definitions and see real-world examples of how impact investing can further your charitable goals.
This listserv query shares examples of family foundation document retention policies as well as samples from other organization types.
This webinar, presented by David Greco of Social Sector Partners, will help you analyze audits, IRS Form 990s and other financial documents to identify the key pieces of financial data you need to analyze the financial health of nonprofit organizations and make better grantmaking decisions
This community foundation listserv query gathers information about getting involved in purchasing and/or restoring downtown buildings.
This is a sample investment manager request for proposals from the Community Foundation of Northeast Alabama, which seeks proposals to provide investment management services. The foundation uses the Outsourced Chief Investment Officer (OCIO) model.
This is a sample request for proposals from the Community Foundation of Grant County, Indiana, which is seeking proposals from investment consultants to provide consulting services to the foundation’s Finance Committee. Services would include investment policy amendments and revisions, strategic and tactical investment advice, manager searches and selections, quarterly performance measurement and analysis, monitoring for compliance with investment policy, comparison to peers and educational workshops.
This is a sample scoring matrix for an investment advisor request for proposals.
This is a sample request for proposals for a community foundation investment manager.
