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Financial Expertise to Implement a Mission-Aligned Investment Strategy
Access a database of peer-recommended financial advisors who are experts in mission aligned investing.
Fiduciary Responsibilities and Legal Basics in Family Philanthropy
Learn about basic fiduciary duties, governance policies, legal responsibilities and more in the context of family philanthropy.
Managing Family Dynamics in Governance
Learn strategies to manage dynamics, build in moments for family connection, and facilitate group decision-making.
Demystifying Trust-Based Practices: Trust In Action
The philanthropic sector continues to evolve, and many giving families are embracing a trust-based approach to their philanthropy.
Employee Retirement Plans: Understanding Your Fiduciary Responsibilities
Join this session for an overview of a retirement plan fiduciary’s responsibilities and resources to increase your confidence in your role.
Elective Pay 101: How Nonprofits and Foundations Can Access Clean Energy Tax Credits
View resources from Elective Pay 101: How Nonprofits and Foundations Can Access Clean Energy Tax Credits.
Learning Series Keynote: Imagining an Anti-Racist Sector
This video explores what it will take for us to diminish racism and combat white supremacy in our state.
Best Practices for Nonprofit Boards
Nonprofit boards play a critical role in making sure that their organizations stay strong and healthy, especially during times of crisis.