Finance & Administration Affinity Group

Having a learning community dedicated specifically for foundation finance officers will give us a place to discuss the issues we’re all grappling with and, more importantly, to brainstorm solutions.
- Janice Thomas, CFO, The Meyer Foundation

The fiduciary oversight requirements for private foundations are different from those of traditional 501(c)(3) nonprofit organizations. Foundation finance officers must not only understand traditional accounting rules, they must also be familiar with required legal and tax filings (such as the 990-PF), have a working knowledge of endowment management, including staying up-to-date with trends such as impact and mission-related investing, and applying an equity lens to the finance function.

WRAG’s Finance & Administration Affinity Group helps finance and administrative professionals support their organizations' philanthropic missions by providing:

  • professional development, best practice sharing, and sample resources
  • purposeful networking
  • information about emerging trends

The Finance & Administration Affinity Group is generously sponsored by

                                                       

2020 Events (more coming soon!)

Innovative Talent Management Practices for Recruitment & Retention
March 23, 2020
10:00AM - 12:00PM
WRAG's Office

In this session, you will hear from social sector talent management expert, Lisa Brown Alexander, President & CEO of Nonprofit HR about some of the drivers of employee retention. Additionally, you will have the opportunity to look at some innovative ways that organizations are integrating their values into their talent management practices.

Finance & Administration Affinity Group Planning Committee:

Quanda Allen, Group Vice President, SunTrust Foundations & Endowments Specialty Practice

Christine Harris, Director of Finance & Administration, Hill-Snowdon Foundation

Phillipa Taylor, Chief Financial & Adminstrative Officer, Public Welfare Foundation

Janice Thomas, CFO, Eugene & Agnes E. Meyer Foundation

If you are a foundation finance staff member who would like to join this group, please contact Todd Pittman.