Community Foundation Fundamentals Course—Day 1

Designed for people just starting their community foundation careers AND for more experienced staff who have not had formal community foundation training and would like a review, this course is applicable to individuals from community foundations of all sizes.

Faculty:

• Carol Golden, executive vice president and chief development officer, The Rhode Island Foundation
• Jennifer Leonard, president, Rochester Area Community Foundation

Meeting Room 218

Financial Administration for Community Foundations Course—Day 1

This course for community foundation CEOs, managers, or trustees with fiscal responsibility is ideal for those new to finance and fiscal administration. It provides a head start in understanding the complicated aspects unique to community foundation finances.

Faculty:

• Nancy E. Jones, president, Community Foundation of North Texas
• Michael A. Miller, managing director, Colonial Consulting LLC
• Grace M. Sacerdote, CPA, executive vice president, The Community Foundation in Jacksonville
• Brad Bumgardner, executive director, Parke County Community Foundation

Meeting Room 219

• Michael Batchelor, president, The Erie Community Foundation
• Meredith Jones, president and CEO, Maine Community Foundation
• Sherry Risk Stark, president and CEO, Heritage Fund—the Community Foundation of Bartholomew County

Tryon Room, Second Floor, Westin Charlotte

Day 2, Meeting Room 218

Day 2, Meeting Room 219

Day 2, Meeting Room 207A

Meeting Room 207D

Bowling
Sunday, September 12, 3-5 p.m.

Network with fellow newcomers and Council staff. Join us for food, drinks and a cutting-edge bowling experience. We will gather in the South College Street entrance of the convention center, and walk to Strike City together. Please RSVP by September 8.

Newcomer Welcome Reception
Sunday, September 12, 5:30-6:30 p.m
Charlotte Convention Center, Room 217

Learn from experienced Council members and staff how to make the most of your conference experience. Get an overview of the conference structure, tips on how to navigate the conference and answers to your conference questions.

Gathering at South College Street—entrance of the convention center—off site

Convention Center Ballroom

Meeting Room 217

Morning Concurrent Sessions

•  Washington Update
  
  

  Receive an update on what’s happening in Washington, D.C., now—in Congress and the outlook of legislative activity for the remainder of the year. You’ll also learn how foundation engagement at the federal, state and local levels with policy-makers can be valuable, and a game-changer for your community foundations.
  
  Presenters: Bobbi Hapgood, trustee, The Ettinger Foundation; Holly Welch Stubbing, senior vice president, Foundation For The Carolinas
  Session Designer: Chatrane Birbal, associate director, Government Relations, Council on Foundations

  
  

  Meeting Room 209/210

•  If Change Is Our Mandate, What Kind of Board Do We Need?
  
  
  
  

  An engaged board, grounded by good governance practice, is the key to surviving and thriving. Learn the keys to recruiting and engaging your board members to grow your assets and enhance your foundation’s presence in your community.
  
  Presenters: Chuck Loring, senior partner, Loring, Sternberg & Associates
  Moderator: Wendy Deming, chief of staff/corporate secretary, Gulf Coast Community Foundation of Venice
  Session Designer: Teri A Hansen, president and CEO, Gulf Coast Community Foundation of Venice

  
  

  Meeting Room 208

•  Adaptive Leadership Skills: The Catalyst for Community Transformation
  
  
  
  

  The challenge confronting leaders in today’s new reality is how to help those most affected by upheaval to engage in respectful dialogue and responsible problem solving, decision making, and action. Come and learn how one community foundation joined forces with others and is transforming the community using adaptive leadership skills.
  
  Presenters: Kelly Lucas, CEO, Community Foundation of South Wood County; Gus Mancuso, principal, Port Edwards High School/Middle School; Doug Easterling, associate professor/department chair, Social Sciences and Health Policy department, Wake Forest School of Medicine; Joe Terry, village administrator/engineer, Village of Port Edwards (Wisc.) Advanced Leadership Institute graduate; Linetta J. Gilbert, senior program officer, Ford Foundation; Helen Jungwirth, board chair, Community Foundation of Greater South Wood County; Irma Tyler-Wood, partner, Ki ThoughtBridge
  Co-Session Designers: Kelly Lucas, CEO, Community Foundation of South Wood County; Irma Tyler-Wood, partner, Ki ThoughtBridge

  
  

  Meeting Room 211/212

• 
  

  Funders Leadership Collaborative
  
  

  The Marquette County Community Foundation, in partnership with the United Way of Marquette County, spearheaded the Funders Leadership Collaborative, which brought key community level funders together, including family funds, service clubs, lead philanthropists, and regional funders. The knowledge generated is changing the way we work.
  
  Presenter and Session Designer: Carole L. Touchinski, executive director, Marquette County Community Foundation

  
  

  Meeting Room 207 AB

• 
  
  
  
  

  Measuring Progress, Inspiring Action Through Key Indicator Projects
  
  

  Foundations can play a leadership role in their communities by illuminating issues through gathering neutral data and informing donors about concerns and opportunities. This session brings together successful indicator projects in the United States and offers a look at Canada’s industrywide effort to see how we may advance our work.
  
  Presenter: Monica Patten, president and CEO, Community Fondations of Canada; Charlotte B. Kahn, director, Boston Indicators Project, The Boston Foundation; Jennifer C. Evins, vice chairman, Board of Trustees, The Spartanburg County Foundation
  Session Designer and Moderator: Michael L. Batchelor, president, The Erie Community Foundation

  
  

  Meeting Room 213 AB

• 

  Innovating to Make and Keep Equity and Diversity as a Priority Within Place-Based Strategies
  
  

  Hear the experience of one community foundation committed to racial equity. Learn how community foundations can use existing strategies to achieve significant impact. Gain readily applicable knowledge about the multidimensional approaches that community foundations can engage to pursue equity on behalf of their local communities.
  
  Presenters: Mary Thomas, executive vice president, Spartanburg County Foundation; James W. Head, interim CEO and vice president, programs, The San Francisco Foundation; Gail Christopher, vice president for programs, W.K. Kellogg Foundation
  Co-Session Designers: James W. Head, interm CEO and vice president, The San Francisco Foundation; Gail Christopher, vice president for programs, W.K. Kellogg Foundation

  
  

  Meeting Room 213 CD

• 
  
  

  Mergers: Courage in Service to One's Community
  
  

  For two community foundations to come together, board and staff must have foresight and the willingness to make tough decisions. Come hear the backstory of how two community foundations successfully navigated these waters and are working together to create positive social impact on a broader scale.
  
  Presenters: Kirk Utzinger, president, The Community Foundation of Westmoreland County; Vincent J. Quatrini Jr., chairman, board of directors, The Community Foundation of Westmoreland County; Jeanne Pearlman, senior vice president, programs and policy, The Pittsburgh Foundation; Gregory D. Curtis, chairman, board of directors, The Pittsburgh Foundation
  Session Designer: Heather Scott, director, Community Foundation Services, Council on Foundations

  
  

  Meeting Room 207 CD

Refreshment Break-Community Central

Meeting Room 217

Lunch Plenary Session featuring Alberto Ibargüen, president and CEO, John S. and James L. Knight Foundation

Convention Center Ballroom

Ice Cream Social—Community Central

Meeting Room 217

Insights on the Future Role of Community Foundations CEO/Trustee Workshop (registration required)

As community foundation leaders, CEOs and trustees must be on the cutting edge of new and emerging issues. Basic strategies and policies must be in place for foundation leaders to respond nimbly to whatever the future holds. Join this interactive workshop where foundation leaders engage in thoughtful and provocative discussions on three of the most complex topics facing CEOs and trustees in the coming years. These three areas include:

• Community and Donor Needs—Is your organization attuned to its community and does it know its donors’ interests? Has it taken the pulse lately of its community by performing a needs assessment? How frequently does your organization take the temperature of its community and donors?

• Business Model Innovation—Community foundations nationally are responding to a changing philanthropic landscape, pursuing new opportunities for impact, and navigating the reverberations of a global economic crisis. Just one of these circumstances would justify a serious examination of the business model, but taken together they speak to the urgency of the need for change. How can community foundations take a fresh look at their individual business models and learn from one another?

• Public Policy and Advocacy—Community Foundations do more than redistribute wealth. As broadly supported organizations committed to addressing root causes of community problems, many foundations engage in public policy and advocacy to complement traditional grantmaking and community leadership. This session is designed to root out some of the potential payoffs and intrinsic tensions in public policy as a problem-solving approach. How do you define public policy and advocacy, and under what conditions does or would your community foundation engage in it?

Presenters (view presenter bios):

• Becca Graves, Executive Director, CF Insights

• Richard Ober, President, New Hampshire Charitable Foundation

• Vance Yoshida, Senior Manager, La Piana Consulting

Meeting Room 218/219

Afternoon Concurrent Sessions

• 
  
  
  

  Not Your Mom’s Engagement Strategy: How to Connect With Your Community in New Ways
  
  

  If your idea of community engagement is convening a town hall meeting or organizing study circles, think again. Today, there are new ways to use technology to build engagement, and we’ll introduce you to some of them, including cross-media games and organizing volunteers through mobile apps.
  
  Presenters: Katie Bisbee, senior vice president, marketing, DonorsChoose.org; Kati London, vice president/senior producer, Area/Code; Joe Edelman, founder and CEO, Citizens Logistics
  Moderator: Katie Bisbee, senior vice president, marketing, DonorsChoose.org
  Session Designer: Susan Patterson, program director, John S. and James L. Knight Foundation

  
  

  Meeting Room 209/210

• 
  
  

  Investing in a Post-Crisis Era: An Economic Outlook and Study of Trends and Investment Strategies
  
  

  Leading investment experts provide prospectives on the decisions made since the recession began and the investment opportunities emerging in the post-crisis era. Presenters review the full spectrum of investment vehicles, including hedge funds and alternative investments.
  
  Presenters: Scott Harsh, president and CEO, Fund Evaluation Group; Ian Banwell, CEO/CIO, Round Table Investment Management Co. LP; Stephanie Lynch, managing director and founding partner, Global Endowment Management
  Facilitator/Moderator: W. Barnes Hauptfuhrer, CEO, Chapter IV Investors
  Co-Session Designers: Laura Meyer, executive vice president, Foundation For The Carolinas; Judy Kerns, senior vice president, investments and administration, Foundation For The Carolinas

  
  

  Meeting Room 208

• 
  
  
  
  

  Asset Growth in an Economic Downturn: The Changing DAF versus PF Debate
  
  

  In today’s economic environment, an increasing number of private foundations are converting to donor advised funds as a result of decreased assets. Community foundations can provide such conversions with a standard donor advised fund or enhanced services. Consider the benefits, limitations, and process.
  
  Presenters: Robin Ganzert, deputy director, philanthropic services, The Pew Charitable Trusts; C. Michael Crisp, attorney, Grier Furr & Crisp; Katherine Kreuchauf, president, Findlay-Hancock County Community Foundation
  Session Designer and Moderator: Nicole K. DeVillers, vice president, client services, Foundation For The Carolinas

  
  

  Meeting Room 213 AB

• 
  
  
  
  

  Raising Brand Awareness in Your Community
  
  

  A brand is a combination of messages, images, and experiences that gives an organization an important place in the minds of target audience members. Review one community foundation’s process of learning about itself and the image it wants to project.
  
  Presenter: Wayne Johnson, president, World Design Marketing
  Session Designer: Carolyn Torgersen, vice president, for marketing and communications, Community Foundation of the Lowcountry

  
  

  Meeting Room 211/212

• 
  
  

  50 Ways to Jump-Start Your Social Media Strategy
  
  

  This fast-paced session gives you 50 ways to get your social media strategy in tip-top shape before 2011 rolls around. Discover how to build an engaged community, leverage social networking into actual dollars, and identify what might be the next big trend in social media.
  
  Presenters and Co-Session Designers: Tara Pringle Jefferson, public affairs associate, The Cleveland Foundation; Scott Tennant, public relations officer, The Cleveland Foundation

  
  

  Meeting Room 207 CD

• 
  
  
  

  Competitive Grantmaking Isn't Enough: The Importance of Leverage
  
  

  Partnering with local private funders can focus attention on an issue, provide seed money to demonstrate local commitment to funders from outside the region, and combine staff expertise in research, evaluation, and other joint needs. Learn how.
  
  Presenters: Clotilde Perez-Bode Dedecker, president and CEO, Community Foundation for Greater Buffalo; Robert Gioia, president, The John R. Oishei Foundation
  Session Designer and Moderator: Deborah A. Ellwood, executive director, CFLeads

  
  

  Meeting Room 207 AB

Refreshment Break-Community Central

Meeting Room 217

Afternoon Concurrent Sessions

• 
  
  

  Mission Possible: Applying Community Leadership Principles to Complex Problems-–and Succeeding
  
  

  Through a fast-moving “pecha-kucha” slide show format used by architects, hear from a remarkable group of community partners in Rochester, N.Y., who have created one of the highest-quality early childhood education systems in the country.
  
  Presenters: A. Dirk Hightower, executive director, Children’s Institute; Diane Larter, former deputy director, Monroe County Department of Social Services; Jennifer Leonard, president and executive director, Rochester Area Community Foundation
  Session Designer: Deborah A. Ellwood, executive director, CFLeads

  
  

  Meeting Room 209/210

• 
  
  

  IRS Audits of Community Foundations: What You Need to Know
  
  

  The IRS has audited a number of community foundations over the past year, and some of those audits are still under way. What have we learned from the audits? What should you do if you receive notice that you are being audited? What else is on the horizon related to the audits?
  
  Presenters: Janne Gallagher, vice president and general counsel, Council on Foundations; Jane L. Wilton, general counsel, New York Community Trust; Nancy B. Anthony, executive director, Oklahoma City Community Foundation; Marc Owens, attorney, Caplin & Drysdale
  Session Designer: Kelly Shipp Simone, deputy general counsel, Council on Foundations

  
  

  Meeting Room 208

• 
  
  
  
  

  Transforming Communities Through Participatory Philanthropy
  
  

  Since the mid-1990s a growing number of mostly rural community foundations have been developing and refining the practice of a new kind of participatory philanthropy they call Rural Development Philanthropy. Hear from members of the RDP Collaborative, a coalition working to advance RDP.
  
  Presenters: Janet Topolsky, co-director, Aspen Institute Community Strategies Group; Felecia Jones, executive director, Black Belt Community Foundation; Nancy Straw, president, West Central Initiative; Jeff Yost, president and CEO, Nebraska Community Foundation
  Moderator: Janet Topolsky, co-director, Aspen Institute Community Strategies Group Co-Session Designers: Felecia Jones, executive director, Black Belt Community Foundation; Janet Topolsky, co-director, Aspen Institute Community Strategies Group

  
  

  Meeting Room 213 AB

• 
  

  Community Convergence: Leveraging Resources in a Time of Great Economic Need
  
  

  Sacramento’s housing problems are among the worst in the nation, but the city established a model program in October 2009 that already has rehoused or housed 1,168 households. From storytelling, hear the strategies, outcomes, and lessons learned on how the community was mobilized, from four perspectives: the pastor, the philanthropist, the public servant, and the provider.
  
  Presenter: Priscilla Enriquez, chief giving officer, Sacramento Region Community Foundation; Cindy Cavanaugh, assistant director, policy and planning, Sacramento Housing and Redevelopment Agency; Fred Teichert, executive director, Teichert Foundation; Rick Cole, senior pastor, Capital Christian
  Co-Session Designers: Priscilla Enriquez, chief giving officer, Sacramento Region Community Foundation

  
  

  Meeting Room 203B

• 
  

  Place Matters: A New Perspective on Community Engagement
  
  

  Are residents’ feelings about their community an overlooked factor in community engagement conversations? John S. and James L. Knight Foundation will share new findings from its three-year Soul of the Community Project on what matters most when attaching people to places and why it matters. Come learn about this exciting research by Knight in partnership with Gallup and how it might relate to your work in your community.
  
  Presenters: Katherine Loflin, principal, Loflin Consultant Services; Carol Coletta, president and CEO, CEOs for Cities; Javier Soto, president, Dade Community Foundation
  Moderator: Paula Ellis, vice president, Strategic Initiatives, John S. and James L. Knight Foundation
  Session Designer: Susan L. Patterson, program director, strategic initiatives, John S. and James L. Knight Foundation

  Sponsor: John S. and James L. Knight Foundation
  
  

  Meeting Room 211/212

• 
  
  

  Technology Nuts and Bolts: How Will Recent Trends Affect My Foundation’s Operations?
  
  

  Learn the meaning behind technology catchphrases and how they affect your foundations’ planning and budgeting for technology. Topics include cloud-computing, virtualization, securing your office environment and website, computer software updating, backup solutions, and ways to reduce your technology budget.
  
  Presenters: Christopher Meade, executive director, NPower Charlotte Region; Richard Myers, technology consultant, Foundation For The Carolina
  Session Designer: Michael A. Murphy, director, information technology, Oklahoma City Community Foundation

  
  

  Meeting Room 207 CD

• 
  
  

  Fulfilling Your Mission: Leveraging High Net Worth Philanthropy to Achieve Your Organization’s Vision
  
  

  Wealthy donors hold high expectations for the organizations they support and require sophisticated strategies to be successfully attracted and retained. This session provides groundbreaking insights into the key factors driving philanthropy among the wealthy, including their motivations, reliance on advisers and giving vehicles, and relationships with the organizations they support.
  
  Presenter and Session Designer: Donald Greene, national philanthropic strategy and product executive, Bank of America Merrill Lynch

  
  

  Meeting Room 207 AB

Convention Center Ballroom

Meeting Room 217

Morning Site Sessions

• A New Cultural Campus—Levine Center for the Arts
  Take a walking tour of this explosive new cultural campus incorporating four distinct—and nationally acclaimed—arts and history organizations: John S. and James L. Knight Theater, Mint Museum of Art, Bechtler Museum of Modern Art, and Harvey B. Gantt Center for African-American Arts+Culture. Following the tour, hear a panel discussion from city and nonprofit leaders on the evolution of this innovative public-private partnership.
  *Comfortable walking shoes are recommended for this site session.
  

  Levine Center for the Arts

  
  
• Innovations in Human Services—Children & Family Services Center
  Witness a partnership of 10 agencies serving children and youth in Charlotte, sharing back-office and administrative responsibilities, and providing one convenient location for its clients. Engage in a discussion regarding shared services, the challenges and successes presented in creating this type of model, and hear about other innovative collaborations and mergers in Charlotte.
  

  Children & Family Services Center

Morning Concurrent Sessions

• 
  

  Vended Technology Solutions: Selection Approaches, Research Update, Experience Exchange
  
  

  Barrington Partners presents updates to its 2009 technology research and the key steps for assessing an organization’s business and technology needs and prospective solutions. Several foundations will share recent technology conversion and ownership experiences. The session is aimed at small and mid-size foundations with limited technology resources.
  
  Presenters: Andrew Hunter, partner, Barrington Partners; Chuck Krumroy, partner, Barrington Partners
  Session Designer: William T. Solomon Jr., chief financial officer, The Dallas Foundation

  
  

  Meeting Room 209/210

• 
  
  

  Business Model Innovation: Rethinking and Diversifying Revenue Sources
  
  

  The work of community foundations always requires innovative thinking. And community foundations are champions of innovation in their regions—to inspire their communities and lead them forward. But inside our own four walls, we are struggling to reinvent the traditional business model or create new options that work for emerging community foundations.
  
  The session will be structured as a forum for innovative thinking and ideas—bring your own thoughts to share and hear from your peers, building on the frameworks and case studies featured in Fueling Impact, a new report supported by the Community Foundations Leadership Team.
  
  Presenter and Session Designer: Rebecca Graves, executive director, CF Insights

  
  

  Meeting Room 208

• 
  

  Finally and For Real: A Nonprofit Endowment Building Program That Works
  
  

  This incentive session highlights a step-by-step, endowment-building guide and associated electronic marketing tools for nonprofits. The session will also discuss the Uniform Prudent Management of Institutional Funds Act and how it impacts endowment spending and investing and include a case study developing an endowment investment and spending policy
  
  Presenters: Carol G. Kroch, managing director, charitable trusts, and head of wealth and financial planning, Wilmington Trust; Samuel Fraundorf, president, Wilmington Trust Investment Management; Mary B. Hopkins, vice president of gift planning, Delaware Community Foundation.
  Co-Session Designers: Mary B. Hopkins, vice president of gift planning, Delaware Community Foundation; Lisa A. Wolfe, director of communications, Delaware Community Foundation

  
  

  Meeting Room 211/212

• 
  
  

  A Thriving, Unrestricted Annual Fund—What Every Community Foundation Needs
  
  

  This session discusses raising unrestricted operating dollars, including the basics of starting an annual fund and tips on how to strengthen an existing program. Hear success stories from the field, including from a foundation that increased its unrestricted annual fund by 44 percent last year.
  
  Presenters and Co-Session Designers: Katie Allan Zobel, vice president of philanthropic services, Community Foundation of Western Massachusetts; Kristin Leutz, vice president of philanthropic services, Community Foundation of Western Massachusetts

  
  

  Meeting Room 213 AB

• 
  

  Social Media: The Risks, The Thrills and The Whole Ride
  
  

  Learn how community foundations are putting social media, such as Facebook, Twitter, YouTube, and Flickr, to work to reach new audiences and next generation donors as well as to increase awareness of their brand. This session covers proper planning, best practices, reputation management, social media policies, and how to measure your success.
  
  Co-Presenters and Session Designers: Susie Bowie, communications manager, Community Foundation of Sarasota County; Tina Arnoldi, director of information management, Coastal Community Foundation of South Carolina

  
  

  Meeting Room 207 CD

• 
  

  Trading Power: What Next Gen Offers in Exchange for What Seasoned Leaders Provide
  
  

  Move beyond rhetoric to action on engaging the next generation to create more impactful philanthropy and leadership in your foundation. Building on “Trading Power,” a publication released in early 2010 by the Council’s Next Generation Task Force, participants consider ways to effectively engage the next generation.
  
  Presenters: Audrey Jacobs, director, Center for Family Philanthropy, The Community Foundation for Greater Atlanta; Diana R. Sieger, president, Grand Rapids Community Foundation; Jillian Vukusich, senior program officer, Community Foundation for Palm Beach and Martin Counties
  Moderator: Dori Kreiger, managing director, Family Philanthropy Services, Council on Foundations
  Session Designer: Andrew Ho, manager, Global Philanthropy Services, Council on Foundations

  
  

  Meeting Room 213 CD

• 
  
  

  Community Foundations as Leaders of Economic Development Efforts
  
  

  Community foundations will be asked many times to play a significant role to develop effective economic development programs. While it’s not uncommon for community foundations to provide financial support, at times our role is even larger. What are the advantages and what are the potential pitfalls?
  
  Presenters: David Bennett, executive director, Community Foundation of Greater Fort Wayne; Meredith Jones, president and CEO, Maine Community Foundation; Jeff Yost, president and CEO, Nebraska Community Foundation; Suzanne Light, executive director, Kosciusko County Community Foundation
  Session Designer: David J. Bennett, executive director, Community Foundation of Greater Fort Wayne

  
  

  Meeting Room 207 AB

Refreshment Break-Community Central

Meeting Room 217

Lunch Plenary Session, featuring Jeff Jarvis, professor, consultant, and author of "What Would Google Do?"

Convention Center Ballroom

Refreshment Break-Community Central

Meeting Room 217

Afternoon Site Sessions

• The Evolution of "A New South City"—A City in Transition
  Explore the dynamic history of a city rooted in industry and trading that now anchors a banking and energy hub. Take a bus tour of the historic South End neighborhood, traversing through uptown Charlotte (Center City) and concluding at the Levine Museum of the New South for an interview with Hugh McColl, former Bank of America CEO and community leader extraordinaire, on the changing landscape of the city and the partners critical to its success.
  

  Levine Museum of the New South

  
  
• Harnessing Creativity in Our Region's Youth—ImaginOn
  Tour this award-winning LEED-certified facility housing Children’s Theatre of Charlotte and the Charlotte Mecklenburg Library’s youth branch. Learn how this unique educational collaboration evolved among the public, private, and non-profit sectors and how it survives and thrives despite declining government funding, library restructuring, and nonprofit sector uncertainties. Hear from leaders of both organizations and a funding partner, Microsoft, how this national model supports students in reaching their creative and academic potential.
  *Comfortable walking shoes are recommended for this site session
  

  ImaginOn

Roundtables

Community Foundations and the Earned Income Tax Credit Program
Discussion Leaders: Shiloh Turner, Erie Community Foundation; Ami Nagle, EITC Funder’s Network

To Outsource or Not to Outsource
Discussion Leader: Stephanie Lynch, Global Endowment Management

Expanding Quality Summer Learning Programs
Discussion Leaders: Ron Fairchild, National Summer Learning Association; Roderick Wheeler, Central Indiana Community Foundation

Mission Investing:  Leveraging Assets for Financial and Social Return
Discussion Leader: Lisa Hagerman, More for Mission, Harvard University

Public Private Partnerships -- Role Community Foundations Can Play in Collaborating with Government Systems
Discussion Leaders: Marc Cherna, Allegheny County Department of Human Services; Sandra L. Vargas ,The Minneapolis Foundation; and Kevin Jenkins, Pittsburgh Foundation

Role Community Foundations Can Play in Creating Flexible Funding for Child Welfare Systems
Discussion Leader:  Marc Cherna, Casey Family Programs

Global Impact Funds: New International Giving Opportunities
Discussion Leaders: Charlotte Haberaecker, Global Impact; Mary Jalonick, The Dallas Foundation

Fund Development: Creating Resources to Empower Older Adults
Discussion Leaders: Carol A. Farquhar, Marilyn LeFeber, Grantmakers in Aging; Carol O’Donnell, Connecticut Community Foundation; Philip Purcell, Ball State University

NCCS Community Platform: Tools & Data for Community Nonprofit Collaborations
Discussion Leaders: Tom Pollak, The Urban Institute; Debra Natenshon, Center for What Works

Strategies for Successfully Engaging Philanthropists—Segmentation, Tiering and Other Approaches
Discussion Leader: Audrey Jacobs, The Community Foundation for Greater Atlanta

Intentional, Strategic and Smart Giving – Successfully Engaging Donors
Discussion Leader: Audrey Jacobs, The Community Foundation for Greater Atlanta

Planned Giving eMarketing Trends for Community Foundations
Discussion Leader: June Kim, Crescendo Initiative

Building Active Communities: Perspective From The Global Field
Discussion Leaders: Jenny Hodgson and Barry Knight, The Global Fund for Community Foundations

America’s Promise Alliance & Grad Nation
Discussion Leader: Ellicott Gaskins, America’s Promise Alliance

Powering Communities Through Corporate Engagement
Discussion Leader: Diane Solinger, Entrepreneurs Foundation

CFs Go International: The Haiti Fund Example
Discussion Leaders: Kate Guedj and Karen Ansara, The Boston Foundation

Women’s Collective Giving—New Assets for Powering Communities
Discussion Leaders: Colleen Willoughby, Washington Women’s Foundation; Mary Lou Babb, Women’s Impact Fund

Philanthropic Strategies for Responsive Grantmaking in Black Communities
Discussion Leader: Susan Batten, Association of Black Foundation Executives

Listening To Your Donors: How Their Feedback Can Help You
Discussion Leaders: Kevin Bolduc, The Center for Effective Philanthropy; Mark Pritchett, Gulf Coast Community Foundation of Venice

ETC! – Answers to Your Burning Development / Donor Services Questions
Discussion Leaders: Eric Anderson, Minneapolis Foundation; Ruben Orduna, The Boston Foundation

All Roundtables will take place in the Convention Center Ballroom

Mini Concurrent Sessions

• 
  
  

  Ten Ways for Community Foundations to Consider Diversity and Inclusive Practices
  
  

  An easy-to-understand framework for beginning, sparking ideas, and furthering dialogue on diversity and inclusion at all levels of a community foundation. Although diversity and inclusion are not new issues for the field, their prominence and relevance are even more pronounced today. After the 2010 Census is tabulated, these demographic shifts may impact future donor pools, community leadership, and grantmaking needs for many generations to come.
  
  Presenter and Session Designer: Renée Branch, director, Diversity and Inclusive Practices, Council on Foundations

  
  

  Meeting Room 209/210

• 

  Meeting Your Community’s Information Needs
  
  

  Have an idea to vet? Or just need some practical advice on developing an online community, hiring a Web designer, or using Google Analytics? Previous Knight Information Needs Challenge winners and technical assistance providers will be on hand to answer your questions.
  
  Presenter and Designer: Susan Patterson, program director, John S. and James L. Knight Foundation
  Sponsor: John S. and James L. Knight Foundation

  
  

  Meeting Rooms 211/212

• 
  

  Increasing Impact through Citizen Engagement
  
  

  Numerous foundations, nonprofit organizations, and government entities across the country are actively promoting greater citizen engagement to increase the impact of their organizations. However, the efforts are largely diffuse and unconnected. This lab will share information across different sectors to update participants on techniques being used to engage citizens in a variety of different way. Lab participants also will discuss ways to create more collaboration and synergy across different organizations. What roles can community foundations play in sharing knowledge and increasing community impact through citizen engagement? How can engagement leverage our community investments?
  
  Presenters: Steve Gunderson, president and CEO, Council on Foundations; Nancy Van Milligen, president and CEO, Community Foundation of Greater Dubuque; Robert O'Neill, executive director, International City/County Management Association; Ron Carlee, executive in residence and chief operating officer/COO, International City/County Management Association
  Session Designer: Nancy Van Milligen, president and CEO, Community Foundation of Greater Dubuque

  
  

  Meeting Room 213 AB

• 
  

  Leveraging Resources to Achieve Family-Supporting Jobs
  
  

  Thirty million adults in America do not have any post-secondary education. The vast majority of jobless Americans dislocated by the Great Recession are still searching for work. How can these wage-earners position themselves for the new employment landscapes predicted to emerge over the next decade? You will find out in this lab.
  
  Presenters: Helen Jungwirth, board chair, Community Foundation of Greater South Wood County; Maria Hibbs, executive director, Partnership for New Communities, Chicago Community Trust; Ross Meyer, executive director, Greater Cincinnati Workforce Network, Community Foundation of Greater Cincinnati; Shiloh Turner, vice president of programs, The Erie Community Foundation

  
  

  Meeting Room 218/219

• 

  Capitalizing on Your National Standards Accreditation
  
  

  Talk with members of the Community Foundations National Standards Board about ways to maximize your National Standards accreditation with external audiences such as professional advisers, legislators, and the public.
  
  Presenters: Diane Miller, national standards manager, Council on Foundations; Brian Frederick, president, Community Foundation of Lorain County

  
  

  Meeting Room 213 CD

• 

  CFInsights Business Model Innovation
  
  

  How should community foundations focus internally and externally in order to identify opportunities for business model innovation? How can we plan for our immediate needs and sustainable growth? Explore recommended process steps and practical tools available to support strategic thinking and problem solving within your own foundation.
  
  Presenter: Rebecca Graves,executive director, CF Insights

  
  

  Meeting Room 208

• 
  

  New IRS Form 990 Guidebook
  
  

  The experts are in! Get your detailed questions answered on the most critical changes to the new IRS 990 form in years! You will gain insight into how best to provide detailed information to the IRS using this new guide, created with Deloitte Tax and the Fiscal and Administrative Officers Group.
  
  Presenters: Jennifer Gilardi, senior manager, Lead Tax Services, Deloitte Tax LLP; Mary Rauschenberg, director, Deloitte Tax LLP

  
  

  Meeting Room 207 AB

Afternoon Concurrent Sessions

• 
  
  

  Career Pathways to the Top in Philanthropy: Diversity and Inclusion in Senior and Executive Leadership
  
  

  How do foundations choose their leaders? Is your foundation preparing for a leadership transition, or are you considering your own individual career advancement plan? How does inclusion factor into decision-making? What are the current hiring trends? Learn about successful and promising strategies in inclusive talent acquisition and retention and the role of search committees, human resources officers, and search firms. Participate in an exchange of ideas and information about the senior and executive appointment process.
  
  Presenters: Vincent Robinson, managing partner, 360 Group; Nicole Taylor, president and CEO, East Bay Community Foundation
  Session Designer: Renée Branch, director, Diversity and Inclusive Practices, Council on Foundations

  
  

  Meeting Room 213 AB

• 
  
  

  Investment Strategies of Top-Performing Community Foundations
  
  

  Using data collected from community foundation surveys over the past 15 years, combined with anonymous interviews with various community foundation leaders, this session reviews broad performance and asset allocation strategies of community foundations and examines specific characteristics of top performers.
  
  Presenter: Michael A. Miller, managing director, Colonial Consulting LLC
  Session Designer: James B. McCallum, chief financial officer, Sacramento Region Community Foundation

  
  

  Meeting Room 208

• 
  

  Collaboration to Meet Community Needs: Creating Nonprofit Shared Space and Services
  
  

  The creation of shared space (nonprofit centers) is helping the nonprofit sector be more efficient and effective. Community foundations from Orange County to Charlotte are exploring these projects in active collaboration with their donors, fellow funders, and local government. Learn about potential savings, strategic plans, and tools and resources.
  
  Presenters: China Brotsky, senior vice president, Tides; Todd M. Hanson, vice president, donor relations and programs, Orange County Community Foundation; Brian Collier, senior vice president, community philanthropy, Foundation For The Carolinas; Laurie Emrich, principal, Emrich Enterprises
  Session Designer: China Brotsky, senior vice president, Tides

  
  

  Meeting Room 218/219

• 
  

  Building Communities for All Ages: Bringing Generations Together to Create Community Change
  
  

  With major demographic shifts and challenging economic times, the Communities for All Ages initiative demonstrates the value of creating alliances and leveraging limited resources to create community change. This innovative national initiative helps communities address critical issues from a multi-generational perspective and promote the well-being of all age groups.
  
  Presenters: Jacky Alling, vice president, programs, Arizona Community Foundation, Nancy Henkin, executive director, The Intergenerational Center at Temple University
  Session Designer: Jacky Alling, vice president of programs, Arizona Community Foundation

  
  

  Meeting Room 213 CD

• 
  
  

  Is there a Common Agenda for Foundations in Advancing Broadband to Underserved Communities?
  
  

  Many low income communities and populations still do not have regular access to the Internet economy. Funders interested in community equity, economic development, and quality of life impact through broadband access can learn more about the role foundations can play to improve competitiveness, deepen social inclusion, and enhance community capability.
  
  Presenters: Damian Thorman, national program director, Knight Foundation; Sascha Meinrath, director, The New America Foundation's Open Technology Initiative; John Jung, co-founder, Intelligent Community Forum; Bill Coleman, principal, Community Technology Advisors
  Session Designer: Stephanie Powers, project director, National Fund for Workforce Solutions, and project director, Public Philanthropic Partnerships, Council on Foundations

  
  

  Meeting Room 207 AB

Extended Sessions/Workshops

• 
  
  

  Legal Basics of Grantmaking
  
  

  New to the community foundation field? Looking for a refresher? This session will provide a review of the legal rules to consider when making grants to a wide variety of organizations. Topics will include grants to charities (including supporting organizations and religious entities), government, noncharities, and international organizations. Grants to fiscal sponsors also will be discussed. Bring your grantmaking questions!
  
  Presenter and Session Designer: Kelly Shipp Simone, deputy general counsel, Council on Foundations

  
  

  Meeting Room 207 CD

• 
  
  

  Global Engagement: Current Practice and Innovation Through Collaboration
  
  

  Increased interest in global giving requires community foundations to understand and respond to new donor interests and meet the opportunities and challenges of working internationally. This session examines the role of community foundations in international grantmaking, their practices, needs, and resources available to assist them. Participants will probe the concept of a shared resource to facilitate community foundations’ work internationally, based on results of a recent survey.
  
  Presenters: Steve Gunderson, president and CEO, Council on Foundations; Jared Watson, vice president, Grantmaking and Knowledge Management, The Seattle Foundation; H. Walker Sanders, president, Community Foundation of Greater Greensboro; Paula Johnson, vice president and director of global philanthropy programs, The Philanthropic Initiative Inc.; Karen Keating Ansara, fund adviser, Ansara Family Fund at the Boston Foundation
  Moderator: Ellen Remmer, CEO, The Philanthropic Initiative
  Co-Session Designers: Jennifer Martin, program officer, community leadership, The Seattle Foundation; Eliana Vera, managing director, global philanthropy, Council on Foundations

  
  

  Meeting Room 211/212

Meeting Room 217

Convention Center Ballroom

Meeting Room 217

Morning Concurrent Sessions

• 
  
  

  Technology and Philanthropy in the 21st Century
  
  

  Unsure how you can make technology work for you and your foundation? Looking for some real examples? This session is for you! Join Steve Gunderson, President and CEO of the Council on Foundations, as he moderates a discussion with three community foundation leaders, James Bickel, Director of Technology-Cleveland Foundation, Laura Goff, Vice President & Chief Information Officer-Marin Community Foundation, and Paul Major, President and CEO-Telluride Foundation, about making technology work for you. The Council on Foundations, in collaboration with the CFLT, recognizes the importance of a cohesive technology strategy in the field and has dedicated significant resources to this discussion. The panelists will discuss real life examples of technology initiatives in the field, with a specific focus on donor engagement and knowledge management. We will review aspects of the Technology Advancing Philanthropy report relevant for community foundations and discuss the technology components of the CFLT’s strategic plan for the next three years. Our expert panel will equip you with a vision for technology in your own foundation and a network of peers to help you achieve it.
  
  Presenters: James Bickel, director of technology, The Cleveland Foundation; Laura Goff, vice president and chief information officer, Marin Community Foundation; Paul Major, president and CEO, Telluride Foundation
  Moderator: Steve Gunderson, president and CEO, Council on Foundations
  Session Designer: Will Heaton, special assistant to the president and director, board relations, Council on Foundations

  
  

  Meeting Room 209/210

  
  
• 
  
  

  The Vital Role of Community Foundations in Education Reform
  
  

  In philanthropy, education reform is everyone’s business. And while large national foundations can generate a lot of buzz, community foundations are often the ones on the ground quietly providing essential leadership, direction, and support. Through donor advised funds, unrestricted grantmaking, and local convenings, community foundations harness the momentum created by the continuing dialogue about the ability of American education to make real and lasting change in communities. Join us for a discussion on successes and challenges experienced by community foundations, as we explore Secretary of Education Arne Duncan’s charge for community foundations to play an active role in improving education outcomes for all students.
  
  Presenters: Phil Gonring, senior program officer, Rose Community Foundation; Lee Christian Parker, director, Education Initiatives, The Community Foundation for the National Capital Region; Tracy Tousey, program director, The Community Foundation in Jacksonville
  Moderator: Suzanne Immerman, U.S. Department of Education, director of philanthropic engagement, special assistant to the secretary
  Session Designer: Phil Gonring, senior program officer, Rose Community Foundation

  
  

  Meeting Room 208

  
  
• 
  
  

  Implications of Change in Health Care Reform
  
  

  It may be too early to predict the ultimate impact of health care reform on employer-provided health care, but not too early for employers to begin taking the steps necessary to ensure compliance with the new rules and to begin thinking strategically about whether plan design changes may be necessary or advisable to avoid penalties and taxes.
  
  Presenter: Fraiser Ives, senior vice president, employee benefits compliance leader-—East Area, Wells Fargo Insurance Services USA Inc.
  Co-Session Designers: Nikki Collins, benefits and coaching specialist, Marin Community Foundation; Louise L. Galvin, human resources officer, Hartford Foundation for Public Giving

  
  

  Meeting Room 211/212

  
  
• 
  
  

  Making It Count: Incorporating an Outcomes-Based Grant Approach
  
  

  Many community foundations, with diverse grant programs representing broad donor and discretionary interests, often find it challenging to incorporate outcomes assessment across varied funding activities. Outcomes experts share techniques and how this notion of “funder as investor” is reflective of donor demands and a changing landscape. The session will begin with an overview of the framework, followed by the opportunity to share with your community foundation colleagues the challenges, successes, and opportunities for applying such an approach to donor advised, competitive, and community grants.
  
  Presenter: Hal Williams, senior fellow, The Rensselaerville Institute
  Co-Session Designers: Catherine Duncan, vice president, client services, Foundation For The Carolinas; Erica Gordon, program manager, Cumberland County Foundation

  
  

  Meeting Room 213 AB

  
  
• 
  
  

  What Works in Nonprofit Capacity Building: Lessons from Innovation and Practice
  
  

  Gain practical strategies and insights from The Initiative for Nonprofit Excellence at The Rhode Island Foundation and The Nonprofit Partnership at The Erie Community Foundation, two initiatives to build capacity through governance, management, and leadership training; resource sharing; and technical assistance.
  
  Presenters and Co-Session Designers: Robert F. Wooler, director, The Nonprofit Partnership; Jill Pfitzenmayer, director, Initiative for Nonprofit Excellence

  
  

  Meeting Room 218/219

  
  
• 
  

  20 Things Community Foundations Do That Drive Me Nuts!
  
  

  Over the last 13 years of working for and with community foundations, Bryan Clontz, president of Charitable Solutions LLP and Bryan Clontz & Associates LLC has compiled a list of the top 20 things his beloved community foundations do that drives him crazy. This session requires both a sense of humor and thick skin because it’s specifically designed to be provocative. There are no sacred cows—including deadwood boards, silly communications ideas, poor and passive donor relations, and development efforts specifically designed to bring in the smallest gifts possible. Every foundation does about half of these things—and Bryan’s job is to point these things out so you can say: “But this makes sense for us” or “Bryan’s right, what were we thinking?”
  
  Presenter: Bryan Clontz, president, Charitable Solutions LLP and Bryan Clontz & Associates LLC
  Session Designer: Nancy W. Kieling, president, Princeton Area Community Foundation

  
  

  Meeting Room 207 CD

  
  
• 
  

  The Role of the Community Foundation in Disaster Recovery Efforts
  
  

  When a disaster strikes, a community foundation can be at its best though the worst has happened. What can a community foundation do when its hometown faces a tragedy such as a natural disaster or terrorist attack? How can community foundations prepare themselves ahead of time? And what are the legal issues involved?
  
  Presenters: David Bennett, executive director, Community Foundation of Greater Fort Wayne; Sherry Risk Stark, president and CEO, Heritage Fund — The Community Foundation of Bartholomew County; Terri Lee Freeman, president, The Community Foundation for the National Capital Region; Karla Twedt-Ball, vice president, programs, The Greater Cedar Rapids Community Foundation
  Session Designer: David Bennett, executive director, Fort Wayne Community Foundation

  
  

  Meeting Room 213 CD

  
  
• 
  
  

  Discussion of the Rural Philanthropy Growth Act Proposal
  
  

  Come be a part of the discussion regarding the Rural Philanthropy Growth Act (RPGA) proposal, originally framed at the 2009 Council on Foundations Rural Philanthropy Conference. The RPGA will create capacity-building grants to help community foundations build endowments to benefit economically distressed rural counties. Discussions are under way with congressional leaders and USDA-Rural Development to move elements of the RPGA forward.
  
  Co-Session Designers: Jeffrey Yost, president and CEO, Nebraska Community Foundation; Steve Gunderson, president and CEO, Council on Foundations; Andrew Schulz, vice president, Legal and Government Relations, Council on Foundations

  
  

  Meeting Room 207 AB

  
  

Break-Community Central

Meeting Room 217

Lunch Plenary Session, featuring Daniel Gross, senior editor of Newsweek and author of "Dumb Money: How Our Greatest Financial Minds Bankrupted the Nation"

Sponsor: The Duke Endowment

Convention Center Ballroom