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CCP 08052024
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CCP 08052024
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Last modified
9/27/2024 3:35:30 PM
Creation date
9/27/2024 3:35:13 PM
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Roseville City Council
Document Type
Council Agenda/Packets
Meeting Date
8/5/2024
Meeting Type
Regular
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Attachment C <br />Strategies: <br />1. PFund will implement enhanced reporting measures for tracking unrestricted, <br />temporarily restricted and permanently restricted contributions. <br /> <br />2. PFund will explore establishing a donor advised funds program. <br /> <br />3. PFund board members will develop competencies necessary to interpret financial data. <br /> <br />4. PFund will conduct a request for proposals for investment management and audit every <br />three years. <br /> <br />5. PFund will develop a comprehensive policy for management fees on endowed funds. <br /> <br />6. Establish a policy so PFund recognizes bequests when received, not when the testator <br />dies. <br /> <br />7. PFund will review and update its gift acceptance policy. <br /> <br />8. PFund will explore establishing a policy to designate a percentage of unrestricted gifts <br />and annual surpluses to PFund’s Community Legacy Fund. <br /> <br /> <br />Results: PFund’s fiduciary policies and procedures will meet or exceed the standards <br />established for community foundations. <br />Qbhf!51!pg!2:4 <br /> <br />
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