Finance & Accounting
Is your organization in compliance with filing its Form 990 and the public disclosure rules that apply to charities?
Legal and Accounting Challenges of Underwater Endowment Funds
Legal Compliance Guidance
By Susan E. Budak and Susan N. Gary
The widespread adoption of the Uniform Prudent Management of Institutional Funds Act (UPMIFA) across the country has already been of great help to charities, in part because the financial markets collapsed just months after the uniform act was approved. Most, if…
IRS Audit Survival Tips
Legal Compliance Guidance
Things to do NOW – “An Ounce of Prevention...”
Review your organization’s activities – seems simple and basic, but the IRS will be certainly asking about them and the audit context is not the time to learn about someone’s pet project for the first time. Do you have documentation to establish the…
Align, Adapt, Aspire: Ten Years of Community Foundation Business Model Evolution
Publication
Community foundations understand how the traditional community foundation business model falls short of new aspirations. Sustainability is an ongoing challenge and many community foundations work towards continually adapting their business model to support a changing context and achieve enough…
Learning from the Future: A Resource for Planning Ahead
Publication
The Economic Scenario Planning (ESP) model is designed to help community foundations of any size and shape create five-year forecasts and plan for multiple scenarios. Community foundations using the model cite important benefits, often revising goals or making operating model changes as a result…
Fueling Impact: A Fresh Look at Business Model Innovation and New Revenue Sources
Publication
Do you want to know how community foundations are finding innovative new sources of support, and diversifying their revenue base? How new revenue sources strengthen each community foundation's differentiation and sustainability? Difficult economic times in 2008-2010 have been an important wake-up…
Taking Informed Action in Challenging Times: Helping Community Foundations during Economic Downturn
Publication
Following up on CF Insights' November 2008 report "Making Informed Decisions in Uncertain Times", this report is aimed at helping community foundations take informed action in relation to their operating models and community activities in reaction to the economic slump. The findings are based on…