Community Foundation

This community foundation listserv query gathers information about creating "Board Membership 101" materials to help prepare community members for service on nonprofit boards.

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 community foundation listserv query gathers information about the minimum balances needed to start a new fund.

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.

This is a sample investment policy from the Licking County Foundation.

This webinar recording captures a presentation of the results of our first racial equity capacity assessment and how Ohio funders are advancing their racial equity work.