Private foundations, Donor-Advised Funds, LLCs, and more. What are the differences and why does it matter?

What do you need to know about basic compliance including tables and tickets, conflicts of interest, expense policies, record-keeping and more? What policies should you have in place?

How do you present your financials to the board? What does the IRS require? Learn best practices for clear, straightforward financials for your organization.

What should you expect from your investment advisors? What should you look for in their materials? What are your fiduciary responsibilities and how does impact investing fit in?

How often should the board meet, and what should be covered? What should you send ahead of time and how should you prepare? How do you manage a family board? Should you have independent board members?

What should you look for in potential grantees or investees? How do you evaluate their leadership? What do you do on a site visit? What are you looking for in the financials?

When and how can you use innovative tools, like PRIs, recoverable grants, expenditure responsibility, direct charitable activities, and grants to individuals.

What is the difference between aligned impact investing and catalytic impact investing? What are the legal concepts that you need to know? What staff and skills do you need to consider? How do you find and evaluate potential investments?

How do you develop applications, grant cycles, record-keeping and overall create a process to reflect your donor’s philosophy? What should you consider from the grantee’s perspective?