We offer training for your staff, board members and volunteers.  We provide the session at your site or remotely, and we can customize the program to fit your needs.


All Staff Training

Whether you have new staff, or want to sharpen the skills of existing staff, we offer a six-module training session designed to help participants better understand community foundationss.

  • Module 1:  Community Foundation Structure and Overview

  • Module 2:  Legal and Regulatory Environment

  • Module 3:  Fund Development at Community Foundations

  • Module 4: Fund Development, Part II

  • Module 5: Accounting, Budgeting and Operational Sustainablity

  • Module 6: Investment Management

Finance Staff Training

  • Module 1:  Community Foundation Overview and Accounting Overview

  • Module 2:  Legal and Regulatory Environment

  • Module 3:  Financial Reporting and Operational Sustainability

  • Module 4: Investment Management and Fund Development

Board and Volunteer Training

  • Module 1: A Sense of Where You Are - The Community Foundation Field

  • Module 2: The Board’s Role In Fund Development