News
WRAG launches new Foundation Finance Affinity Group
Release Date:
02/25/2015
WRAG is launching a new area of programming focused on the specific needs and professional development of foundation finance staff.
Audience:
Topic(s):
Finance
30
Mar 2015
Foundation Finance Affinity Group: Getting Prepared for Your Audit
10:00am to 12:00pm
Location Title:
Washington Regional Association of Grantmakers
CFOs & finance staff: Join us for the first meeting of the new Foundation Finance Affinity Group.
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Audience:
18
Jun 2015
Foundation Finance Affinity Group: Navigating Private Foundation Excise Tax Rules
10:00am to 12:00pm
Location Title:
Washington Regional Association of Grantmakers
Join your fellow foundation CFOs and finance staff to hear from industry expert Andrew Schulz, General Counsel for Arabella Advisors, on how to navigate the 1% and 2% excise tax rules and avoid costly penalties.
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Audience:
08
Oct 2015
Foundation Finance Affinity Group: Calculating the 5% Distribution
10:00am to 12:00pm
Location Title:
Washington Regional Association of Grantmakers
Join your fellow foundation finance officers as Chris Peterman, partner at O’Connor Davies, addresses topics such as: What constitutes payout? How is the payout rate calculated? And, why do foundation payout rates differ?
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30
Mar 2017
Foundation Finance Affinity Group | A Primer: Impact Investments and Mission-Related Investments
10:00am to 12:00pm
Location Title:
Consumer Health Foundation
This session will look at the nature of impact investments and mission-related investments and highlight what they are, how they are different from traditional investments, and why they may be attractive.
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24
May 2017
Foundation Finance Affinity Group | The Financial Implications of Federal Policy Changes
10:00am to 12:00pm
Location Title:
Washington Regional Association of Grantmakers
In this session, we will look at the financial implications of the policies driven by the new administration and we will hear from experts about best practices concerning investments during this type of environment.
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27
Sep 2017
Foundation Finance Affinity Group | Applying an Equity Lens to the Finance Function
10:00am to 12:00pm
Location Title:
WRAG's office
Equity has become a key topic in the philanthropic community. Many foundations are embracing equity and working to incorporate it into all aspects of their work, both internally and externally. What does this mean for foundations from a finance perspective?
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17
May 2018
Foundation Finance Affinity Group: Looking for Returns in Alternative Places
9:30am to 11:30am
Location Title:
WRAG's Office
Elevated equity evaluations, low yields, and the expectation of higher volatility as we head into 2018 make alternative investments an attractive option for investors. However, a number of issues need to be discussed before a foundation considers adding alternative investments to its portfolio.
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27
Jun 2018
Foundation Finance Affinity Group: Managing Your Investment Manager and Understanding the Associated Costs
9:30am to 11:00pm
Location Title:
WRAG's Office
In this session, we will cover what you should know and consider before, during, and after the RFP process.
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16
Oct 2018
Foundation Finance Affinity Group: Operationalizing Equity - Who Handles the Money?
9:30am to 11:30am
Location Title:
WRAG's Office
Over the last few decades, there has been significant progress made in the areas of diversity, equity and inclusion, which has paved the way for diverse investment management professionals and the firms they lead.
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