Resource Library

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Webinar: Investment Management from a Board Perspective

Now you are on the board of a Community Foundation and exploring the investment policy mandate and direction. This session explores: Understanding the differences between “types” of investment managers and how to select them; Set it and forget it: the crucial role of an investment policy in surviving turbulent markets; When and ways to evaluate and monitor your investment manager; What is a reserve fund and why is it important?

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Webinar: Treasurer and Finance Fundamentals | Understanding CF Financial…

If you have recently been appointed Treasurer, or are responsible for the day-to-day financial management of your community foundation, join us for this 3 workshop series. From budgeting, accounting and investment practices, audits and risk management, there is a broad range of skills for foundation staff and board members to understand. This session focuses on strengthening your financial understanding by reviewing the various components of audited financial statements, key financial health metrics and internal financial reporting — budgets, board reports and responsibilities of the bookkeeper, treasurer and CFO.

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Choices and challenges in community foundation operating models —…

As a community foundation grows, it gets pulled in multiple, competing directions. Those competing directions can harm its financial sustainability and the clarity of its value proposition to the community and donors. A clearer path to growth comes when the foundation is aligned toward a primary operating model. Building on their presentation at the 2019 CFC Conference, this is the first of two webinars by Ekstrom Alley Clontz & Associates’ on the Four Quadrants operating model framework, the reasons why foundations choose each model, and trends in philanthropy and the community foundation field challenging each model. Presenters: Tony Macklin and Steve Alley, Ekstrom Alley Clontz & Associates

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Policy Guidelines and Template Manual

With the increasing complexity of regulations, demand for accountability, and sophistication of donors and gifting vehicles, community foundations must not only be professional in their approaches to all of their work but also ready and able to handle any situations that arise. In fact, many people would agree that the Board’s most important responsibility is establishing policy. A policy can be a governing principle; a guideline for carrying out work; and a way for the Board to delegate authority. Policies let individuals make sound decisions while relieving the Board of Directors and the Executive Director of involvement in routine decision making. Policies ensure that operations within your community foundation are administered consistently, within regulations and that donors and members of the public are treated fairly and uniformly.

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Key policies for Canadian community foundations

This manual is designed to be a starting point for your community foundation to put in place policies that represent best practices. Use these policy examples as a starting point to create your own. A more in-depth examination of the considerations required for each policy is available in the Policy Guidelines and Template Manual. It provides each community foundation Board of Directors with key questions to be considered in developing policy that is consistent with their model of governance as a community foundation.

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Board roles and responsibilities

The key to a highly effective and engaged board is one that has clarity around roles, responsibilities and aligns their work and performance with organizational values and vision. This webinar focuses on board members’ key responsibilities, how to move boards out of operations and into the “big picture”, provide increased clarity on the roles of board members vs. the roles of paid staff and operational volunteers and how to create efficient board meetings.

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