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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.
Financial Due Diligence: Assessing Risk for Your Next Program Related Investment
This video takes away the mystery of conducting due diligence.
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.
Financial Expertise to Implement a Mission-Aligned Investment Strategy
Access a database of peer-recommended financial advisors who are experts in mission aligned investing.
Aligning Banking and Organizational Values
During MCF’s fall 2021 Impact Investing Network meeting, members discussed aligning banking practices with organizational values. Aligning values could include choosing a bank based on the diversity of its ownership or leadership, on the geographic area where the bank focuses its investments, on the locations of the bank branches, or various other factors.
Principles for Philanthropy: Introductory Presentation
MCF offers this PowerPoint deck as a tool for educating your colleagues, staff, board or community members about the Principles for Philanthropy.
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.