Use this discussion to share experiences and best practices to supplement the Coffee Talk, Working with Professional Advisors. Other topics of discussion include: - What role do professional advisors play in your organizations? - What are some ways foundations can help professional advisors and their clients? - What…
Hi, TCF transitioned to CSuite in September 2020 and is seeing the need for a FT role to focus primarily on CSuite, and help our teams use it to its maximum ability. (We are a staff of 19.) I am proposing that the role be focused on marrying our internal operations to our strategic goals with CSuite as the explicit tool to…
We had a great and lively coffee talk exploring how community foundations do communications planning and implementation. Let's continue the discussion here - especially for everyone who shared plans for their anniversary events! Here is the link to the recording: Thank you to all who participated and joined us and special…
Courtesy post on behalf of Michael Kenyon, President and CEO of the National Association of Charitable Gift Planners in Indiana. CGP has introduced a new set of best practices titled National Standards for Gift Planning Success (NSGPS). We are looking for someone to facilitate strategic work with our board to develop a…
