Trustee Toolkit

Key Messages

Reference Referal Card (pdf)

reference referal card (image)

DIFFERENCE BETWEEN TYPES OF FUNDS

 

 

2021:

Fund Type Overview and Organizational and Designated Funds Deep Dive - 10 minutes

https://zoom.us/rec/play/-GAjmhPdv5nuGuZVZ4v_J_0Zs63ehku2vKHhm3ppyZXoR0lZo2ryfHAjLWkVL-abzOKNtslUrAPrPkYc.WK-LC_E9HaKSCbne?startTime=1617720557000

 

Fund Type Overview and Field of Interest Funds Deep Dive - 10 minutes

https://zoom.us/rec/share/l9kRfndxFG3u-Z4TFVzkouTXudPPuwawwaBgRSdC5N58h8TW0nFlEtgnxN5AXqAS.Jeff3PKm62rF3wiw

 

Fund Type Overview and Unrestricted Funds Deep Dive - 10 minutes

https://zoom.us/rec/share/4MaS1idW2Dz-rSB339Tf7KOQNGVNwFxaeYk8JuCr0NVF0Uh3cZd6R18QfBlcZdCN.JLV4MDsFaHi-Qtyn?startTime=1610979754000

 

2020:

Speaking Points - January, 2020

Variance Power - October, 2020

Fund Modification - November, 2020

 

2019:

What We Do - January 2019 Spending Policy - March 2019 Financial Management - April 2019 Fund Modifications - May 2019 Elevator Speech - June 2019

2020 Grant Deadlines - August 2019 Options for Donors to Give - November 2019

2018:

2017 Year-end Summary - January 2018 Applying for a Grant - February 2018 How to Start a Fund - Part 1 - March 2018 How to Start a Fund - Part 2 - March 2018

Great Grants - Farm to School - May 2018 Frequently Asked Questions - August 2018 Community Fund Grants - September 2018 Board Nominating & Responsibilities - October 2018

 

 

 

 

 

 

 

 

 

2017:

Scholarships - February 2017

Field of Interest Funds - April 2017

Donor Advised Funds - May 2017

Great Grants - Munson - June 2017

Great Grants - Create - June 2017

Estate Giving - July 2017

Organizational Funds - August 2017

Designated Funds - September 2017

 

2016:

Power of Endowment - Coeling - November 2016