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Administration and Management

Event

Finance & Administration Peer Community: October 2019

Thursday, October 10, 2019 -
2:00pm to 3:00pm
Webinar

At United Philanthropy Forum’s 2019 Annual Conference we released a new DIY guide to help PSOs develop effective business models. Created by The Giving Practice, in partnership with the Forum and Northern California Grantmakers, “Learning to Ride the Wave: Adaptive Business Modeling for Philanthropy-Serving Organizations” offers practical tips, tools and practices to help ensure that PSOs are managing the “business” side of their organizations as effectively as possible to advance their missions.

Event

Finance & Administration Peer Community: April 2019

Thursday, April 25, 2019 -
2:00pm to 3:00pm
Webinar

Join your peers at philanthropy-serving organizations who serve in finance and/or administration roles for a round-robin call to share your latest successes, tackle problems, and provide insight. This program is restricted to Forum members.

Event

Once Upon a 990-PF: What Story Does Your 990-PF Tell About Your Foundation?

Wednesday, January 17, 2018 -
2:00pm to 3:00pm
Webinar

Attend this webinar to learn about sections of the Form 990-PF that present potential risks and vulnerabilities, as well as opportunities to better share your institution's work. You will also learn how to turn an examination of your 990-PF into an opportunity for improving internal practice, policy, and how these are communicated.

Resource

A Closer Look at Foundation Administrative Expenses

Amid the growing public scrutiny of philanthropy in recent years, legislators, the media and the general public are taking a closer look at foundations’ administrative expenses. This article offers some guidance to help foundations manage, benchmark and report their administrative expenses in ways that can effectively demonstrate and ensure they are spending their dollars wisely to fulfill the public trust.
Resource

Principles for Good Governance and Ethical Practice

The Principles for Good Governance and Ethical Practice outlines 33 principles of sound practice for charitable organizations and foundations related to legal compliance and public disclosure, effective governance, financial oversight and responsible fundraising.

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