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Re: How have professional advisors impacted your development strategy? [Coffee Talk]
@MargaretOwenSpiak We have an active and engaged council of professional advisors at Parkland Foundation. We meet quarterly at 8 am. Our goal is to have them become educated advocates. At the meeting…2 -
Re: How do you stay connected with your Board of Directors and committees?
@SharonTillman a national board I served on used OnBoard. it was a great portal to share information, documents, calendars, etc. There was lots of built in security. For example, only some people wer…2 -
Re: What is your biggest challenge with your budgeting process?
I agree with @AndreaFilz, being able to accurately reflect anticipated income and cash flow.1 -
Re: Unique situation for donors
@CarrieMiller it's great that you are so determined to protect the donor intent. Could you draft an endowment agreement with the stipulation that if a retirement/senior living facility needed to be b…7 -
Re: Unique situation for donors
This somewhat addresses your question. Our gift acceptance policies direct us to put realized estate gifts, that are not endowed, in a board designated endowment. 5.05.2 Use of Estate Gifts. Unless o…2
