An annual meeting for organizations that have started, or benefit from, a fund at the Community Foundation.
Information on how these funds are administered and tools to engage your donors to help build your fund will be covered.
There will also be a review of Foundation investment performance by our investment consultant, as well as overview of the market.
We strongly encourage you to bring two people, ideally one staff member (ED or development) and one board member (chair or treasurer).
Brian Sharpes, the Foundation’s investment consultant, will review the performance of our investment pools, and provide information on market outlook.
CEO Lance Linares [pictured right] and Philanthropic Services Director Sam Leask will discuss ways to build your fund, through communications, donor cultivation, and planned giving services available through the Foundation.
Lance Linares, our CEO, and Sam Leask, our new Philanthropic Services Director, will discuss ways to build your fund, through communications, donor cultivation, and planned giving services you can offer your donors through the Foundation.