Elevate Your Board Education Session

How To Set The Tone for Risk Management Practices
Renee Bishop and Tracy Harding, BerryDunn

Leveraging Form 990 In Your Organization
Barb McGuan, BerryDunn

• Rebuttable Presumption Checklist
• Board Review Checklist
• Form 990

Charitable Giving Changes and Strategies to Diversify Revenue
Barb McGuan, BerryDunn
Joseph Pratt, Bar Harbor Bank and Trust

• Charitable Giving in Maine Handout

Finding Hidden Benefits in Investment Policies
Joseph Pratt, Bar Harbor Bank and Trust

• Drafting a Gift Acceptance Policy Handout
• Donor Gift Handout
• Investment and Spending Policy Handout