Professional Development

Recorded: November 29, 2012

This webinar explores the importance of having a formal strategy, the relative merits of some traditional policies, and some ideas on using technology to allow for new strategies.

Featured Speakers:

• Scott George, Chief Investment Officer, Mason Investment Advisory Services, Inc.
• Thomas R. Pudner, Director of Research, Mason Investment Advisory Services, Inc.
• William Thorpe, Director of Business Development, Mason Investment Advisory Services, Inc.
• Barbara A. Young, President, Porter County Community Foundation

Replay the presentation.

Recorded: October 10, 2012

The influence of donor-advised funds on the community foundation field is unmistakable, but there are still many questions about the nature of that influence. The “Do More than Grow” report, developed by CF Insights and FSG in partnership with 31 community foundations and the subject of this webinar, addresses these important questions using new data and analysis of donor behavior and presents a summary of growth approaches and tools to engage your staff and board members in a discussion about the future.

Featured Speakers:

• Rebecca Graves, Managing Director, CF Insights
• Eva Nico, Director, FSG
• Carolyn Doelling, Director of Philanthropic Services, East Bay Community Foundation
• Shanee Helfer, Manager, Community Foundation Services, Council on Foundations

Replay the presentation.

Recorded: October 10, 2012

Learn about some of the practices and approaches used by Fortune magazine's Most Admired Companies to advance their talent management programs. Explore strategies that can be emulated within your foundation.

Featured Speakers:

• Karen McNeil-Miller, President, Kate B. Reynolds Charitable Trust
• Mark Royal, Senior Consultant, Hay Group Insights
• Connie Schroyer, Vice President, Leadership and Talent Practice, The Hay Group

Order a copy of the presentation.

Recorded: October 3, 2012

Hear how foundations can help raise awareness of both the challenges and solutions in the workforce development sector by addressing our country’s need for a literate workforce.

Featured Speakers:

• Julian Alssid, Workforce Matters
• Sharon Bush, Lloyd A. Fry Foundation
• Jane Oates, USDOL
• Stephanie Powers, Council on Foundations
• Denine Torr, Dollar General Foundation

Replay the presentation.

Recorded: September 20, 2012

A review of the basic terms to include in all fund agreements, some terms to avoid, and practical tips for drafting (or updating) your fund-agreement templates.

Featured Speakers:

• Kelly Shipp Simone, Vice President for Legal Affairs and Corporate Secretary, Council on Foundation
• Kristy Tsadick, Staff Attorney, Council on Foundations

Order a copy of the presentation.

Recorded: September 19, 2012

Leaders of community foundations will learn the benefits of the gifting of real estate and hear about resources for managing real estate gift transactions.

Featured Speakers:

• Mary Stark Hood, President, Hood Group, Inc.
• W. Duncan Patterson Jr., President, Patterson-Woods & Associates, L.L.C.

Access the webinar recording (mp3).

Recorded: August 30, 2012

In June, the Center on Philanthropy at Indiana University released “Giving USA 2012,” which takes an in-depth look at 2011 charitable giving patterns. During this webinar, researchers from the Center shared insights about this important study.

Featured Speakers:

• Peter Fissinger, Board Member, Giving USA
• Melanie McKitrick, Managing Editor, Giving USA and the Center on Philanthropy at Indiana University
• Una O. Osili, Director of Research, The Center on Philanthropy at Indiana University
• Shelton Roulhac, Senior Policy Analyst, Council on Foundations

Members, please login before to access the recording and materials.

Recorded: August 23, 2012

This webinar provides an overview of the legal and regulatory issues facing corporate foundations and giving programs that seek to make grants to non-U.S. based organizations.

Featured speakers:

• Janne Gallagher, Senior Vice President and General Counsel, Council on Foundations
• Scott Hudson, Senior Program Officer, Alcoa Foundation
• Andras Kosaras, Associate, Arnold & Porter LLP
• Elizabeth Sullivan, Managing Director, Corporate, Independent, and Family Services, Council on Foundations

Order a copy of the presentation.

Recorded: August 16, 2012

Exiting fields is a common practice in the philanthropic sector. It is often spurred by foundations’ continuous quest for innovation, new leadership, or a decline in assets. However, this practice is often performed with little advance notice, unclear rationales, and no consistent best practices. Exiting a field responsibly is essential to achieving the compelling and far-reaching goals that foundations set for themselves, so how can they help strengthen and sustain fields when their support ends? Consultant Janice Petrovich discussed effective practices in this important area.

Featured speakers:

• Debra Joy Perez, Assistant Vice President, Research and Evaluation, Robert Wood Johnson Foundation
• Janice Petrovich, Philanthropy Consultant

Replay the recording.
Download the slides.
Download the report.
Download the resources list.
Download speaker bios.

Recorded: August 8, 2012

An engaged board is critical for a community foundation to achieve its greatest level of impact. But how can an emerging community foundation encourage board members to be fully engaged in helping the organization grow and fulfill its mission? This paper, developed by FSG, addresses this important question and presents a summary of roles and techniques for involving board members, as well as testimonials and tools drawn from the experience of a group of small, growing community foundations in California.

Featured speakers and commentators:

• Wendy Brown, Former Board President, San Luis Obispo County Community Foundation
• Jim Mayfield, Board President, The Community Foundation of Mendocino County
• Eva Nico, Director, FSG
• Susanne Norgard, Executive Director, The Community Foundation of Mendocino County
• Daria Teutonico, Director, Community Foundation Services, Council on Foundations
• Anne Vally, Senior Program Officer for Special Initiatives, The James Irvine Foundation
• Barry VanderKelen, Executive Director, San Luis Obispo County Community Foundation

Replay the recording.
Download the paper.
Download worksheets.
Watch video.

Recorded: July 26, 2012

Leading experts discussed how to engage decision makers in mission investing.

Featured speakers:

• Peter Berliner, Managing Director, Mission Investors Exchange
• Victor De Luca, President, Jessie Smith Noyes Foundation
• Kate Starr, Vice President, Capital Deployment, The F.B. Heron Foundation
• Laura Tomasko, Manager, Public-Philanthropic Partnerships, Council on Foundations
• Christa Velasquez, Senior Fellow, Institute for Responsible Investment

Order a copy of the presentation.

Recorded: July 11, 2012

The Supreme Court’s decision on the Affordable Care Act (ACA) is weighing on the minds of many, including those in the philanthropic sector. This webinar explains the decision, its policy implications, and what it means for foundations.

Featured speakers:

• MaryBeth Musumeci, Senior Health Policy Analyst, Kaiser Family Foundation
• Sara Rosenbaum, Chair, Harold and Jane Hirsh Professor of Health Law and Policy, School of Public Health and Health Services, George Washington University
• Alan Weil, Executive Director, National Academy for State Health Policy

View the webinar recording and download the presentation slides.

Additional resources:

• National Federation of Independent Business et al. v. Sebelius, Secretary of Health and Human Services, et al. Opinion of the Supreme Court of the United States (June 28, 2012)
• Supreme Court Decision on the Health Reform Law: Selected Experts and Resources. Alliance for Health Reform (June 27, 2012)
• The Supreme Court’s Medicaid Ruling: ‘A Shift In Kind, Not Merely Degree’. Health Affairs Blog, by Sara Rosenbaum (June 28, 2012)
• A Guide to the Supreme Court’s Affordable Care Act Decision. Focus on Health Reform, The Kaiser Family Foundation, by MaryBeth Musumeci (July 1, 2012)
• Decision Time for States on the Affordable Care Act. Health Affairs Blog, by Alan Weil (July 2, 2012)
• Kaiser Health News, another resource to stay abreast of the daily development related to this and other health reform issues.

Recorded: June 20, 2012

This webinar addresses the core question: How can emerging community foundations staff at small scale for big results? It presents principles employed by a group of small, growing community foundations in California, and illustrates the priorities and personalities that were drivers of specific staffing approaches.

Featured Speakers and Commentators:

• Veronica Blake, Chief Executive Officer, Placer Community Foundation
• Lori Clanton, Director of Administration, Fresno Regional Foundation
• Shanee Helfer, Manager, Community Foundation Services, Council on Foundations
• Terence Mulligan, President, Napa Valley Community Foundation
• Christina Sutherland, Principal, Sutherland ~ Edwards
• Anne Vally, Senior Program Officer for Special Initiatives, The James Irvine Foundation

Replay the recording.
Download the paper.
Download case studies.
Download worksheets.
Watch video.

Recorded: June 5, 2012

During this webinar, participants will learn how to garner timely responses from their members of Congress using the Internet and social media.

Featured Speakers:

• Bradford Fitch, President and CEO, Congressional Management Foundation
• Susie Gorden, Vice President, Congressional Management Foundation
• Andrew Schulz, vice president, Legal and Government Relations, Council on Foundations

Members, please login before accessing the recording and materials.
Visit the webinar page for more information.

Recorded: May 30, 2012

Get an overview of the options for furthering a foundation’s mission beyond grantmaking and hear case studies of foundations that have successfully done work in this area.

Featured Speakers:

• Tina Arnoldi, Information Technology Officer, Coastal Community Foundation of South Carolina
• Jane Leighty Justis, Executive Director, The Leighty Foundation
• Elizabeth Sullivan, Managing Director of Corporate, Independent, and Family Philanthropy, Council on Foundations
• Belen Vargas, Vice President, Grant Operations, Weingart Foundation

Order a copy of the presentation.

Recorded: May 17, 2012

Special thanks to Robert Wood Johnson Foundation for sponsoring this webinar.
Representatives from the Robert Wood Johnson Foundation discuss how their foundation became a Web 2.0 philanthropy and the effects it had on their employees, grantees, and programming.

Featured Speakers:

• Steve Downs, Chief Technology and Information Officer, Robert Wood Johnson Foundation
• Claire Gibbons, Senior Program Officer, Robert Wood Johnson Foundation
• Debra J. Pérez, Assistant Vice President, Research and Evaluation, Robert Wood Johnson Foundation

Replay the presentation.
Download the presentation slides and speaker bios.

Recorded: May 15, 2012

Learn innovative ways to position your corporate philanthropy program to meet the needs of your business and the pressing challenges of our times.

Featured Speakers:

• Wendy Ramage Hawkins, Executive Director, Intel Foundation
• Deidre Lind, Executive Director, Mattel Children's Foundation and Mattel Philanthropy Programs
• Heather Loebner, Executive Director Corporate Responsibility, Americas, ArcelorMittal
• Kimberly H. Young, Director of Corporate Services, Council on Foundations

Order a copy of the presentation.

Recorded: May 8, 2012

This webinar, the last in a three-part series on impact investing, shares program designs and lessons from The Greater Cincinnati Foundation and others that have established donor-advised funds and leveraged endowment assets.

Featured Speakers:

• Kathryn Merchant, The Greater Cincinnati Foundation
• Taylor Jordan, Imprint Capital

Replay the presentation.
Background information and PowerPoint slides from the first two webinars are available at www.imprintcap.com.

Recorded: May 2, 2012

When done well, community leadership can provide enormous benefit for both a community foundation and the community it serves. During this webinar, you will hear how emerging community foundations define their leadership opportunities.

Featured Speakers and Commentators:

• Beth Freeman, Director of Community Programs, Shasta Regional Community Foundation
• Shanee Helfer, Manager, Community Foundation Services, Council on Foundations
• Becca Graves, Managing Director, FSG and Executive Director, CF Insights
• Kris Jaeger, Board Chair, Napa Valley Community Foundation
• Judi McCarthy, Chair of Board Development Committee, Kern Community Foundation
• Terence Mulligan, President, Napa Valley Community Foundation
• Jeff Pickering, President and Chief Executive Officer, Kern Community Foundation
• Anne Vally, Senior Program Officer for Special Initiatives, The James Irvine Foundation

Replay the presentation.
Download the paper.
Download case studies.
Download worksheets.
Watch the video.

Recorded: April 19

During this webinar, you will learn how international intermediaries help grantmakers to achieve global impact, while grantmakers will share best practices in partnerships with intermediaries.

Featured Speakers:

• Nick Deychakiwsky, Program Officer, Charles Stewart Mott Foundation
• John Harvey, Managing Director, Global Philanthropy, Council on Foundations
• Jackie Liao, Manager, Community Investments, Starbucks Foundation
• Jennifer Martin, Senior Officer, The Seattle Foundation
• Kelly Shipp Simone, Deputy General Counsel, Council on Foundations

Order a copy of the recording.

Recorded: April 12, 2012

Learn the do's and don'ts of advocacy for private foundations as permitted by law and gather strategies for engaging in advocacy at both the local and national levels.

Featured Speakers:

• Chatrane Birbal, Director, Government Relations, Council on Foundations
• Joanne Florino, Executive Director, Triad Foundation
• Hal McCabe, Director, Field Operations, Council on Foundations
• Kelly Shipp Simone, Deputy General Counsel, Council on Foundations

Order a copy of the recording.

Recorded: April 3, 2012

Council members, join your colleagues for a spirited debate about the presidential election, as well as some of the more hotly contested Senate and House races.

Featured Speakers:

• Dave Beattie, president, Hamilton Campaigns
• Andrew Schulz, vice president, Legal and Government Relations, Council on Foundations

Members, please login before accessing the recording and materials.
Visit the webinar page for more information.

Recorded: February 21, 2012

Is your foundation using best practices for internal processes? Hear how the Archstone Foundation addressed the various needs of a multigenerational workforce that values its employees and offers incentives to increase motivation, productivity, and employee satisfaction. You will also learn how The Irvine Foundation reviewed its 10-year-old, paper-intensive grant process and developed a more streamlined, technology-driven approach while providing more readily available information to program staff and key executives.

Featured Speakers:

• E. Thomas Brewer, Director of Programs, Archstone Foundation
• Jeffrey P. Malloy, Director of Finance and Administration, Irvine Foundation

Special thanks to Robert Wood Johnson Foundation for making this webinar available to the field.

Download Recording.
Download the Biographies.
Download the Slides.

Recorded: February 9, 2012

The Council on Foundations, in collaboration with The Urban Institute, will host a one-hour webinar to show how 10 states are implementing a web-based platform to help foundations and other community organizations respond effectively to civic challenges.

The Urban Institute's system includes tools community foundations can use to:

• map nonprofit organizations and areas of need within the community
• assess nonprofit finances for individual organizations or categories of interest
• track program-level outcomes and performance measures
• organize a "KnowledgeBase" of local and national information and reports on best practices, community needs, and other information
• create customized resources and web pages to manage and highlight projects
• enable nonprofit organizations and neighborhoods to share resources, coordinate services, and work together for collective impact

The system comes preloaded with comprehensive IRS data on nonprofit organizations and Census Bureau information at the neighborhood level. But that is just the beginning. Users can link the system to 2-1-1 emergency assistance databases and other local data sources to provide richer detail on nonprofits and other community resources. Neighborhood associations, student groups, and nonprofit umbrella organizations can add or update resources or needs with the approval of a local administrator.

By implementing this system in your community, you can join in building a national learning community around the platform and other efforts to build civic capacity. The need for greater leadership, community mobilization, and collaboration in the nonprofit sector is great and likely to become even greater in coming decades.

Download Recording.
Download the PowerPoint Slides.
Download the presentation PDF (2 slides per page).

Recorded: February 7, 2012

Ken Kies, managing director of the Federal Policy Group, will offer insights into anticipated legislation in 2012. He and the Council's government relations staff also will recap the president's State of the Union Address. Andrew Schulz, the Council’s vice president of legal and government relations, will moderate the session.

Featured Speakers:

• Kenneth Kies, managing director, Federal Policy Group
• Shelton Roulhac, senior policy analyst, Government Relations, Council on Foundations
• Andrew Schulz, vice president, Legal and Government Relations, Council on Foundations

Recorded: January 17, 2012

In this age of austerity, it is more important than ever to ask and answer how foundations' decisions impact the fields they work in. Join foundation grantmakers for this two-part webinar as they share lessons learned from grantee budget reductions and business model changes.

Featured Speakers:

• Debra J. Pérez, Interim Assistant Vice President, Research and Evaluation, Robert Wood Johnson Foundation
• Heidi Williamson, Vice President for Grantmaking and Communication, Berks County Community Foundation

Special thanks to Robert Wood Johnson Foundation for making this two-part webinar series available to the field. Register now for part two, "Improving Internal Practices in Philanthropy," on Tuesday, February 21 (2–3:30 p.m. ET).

• Download the Recording.
• Download Improving Effectiveness in an Age of Uncertainty - Presenter Biographies.
• Download Improving Effectiveness and Internal Practices - Slides.

Recorded: January 10, 2012

Many foundation leaders know that strategy can be an essential component of effective philanthropy. CEP’s research on strategy suggests a fundamental disconnect between what foundation CEOs believe and the way they approach their work. This finding is the basis of the report, Rhetoric Versus Reality: A Strategic Disconnect at Community Foundations, released earlier this fall, which will be the subject of a webinar hosted by CEP and the Council on Foundations.

Featured Speakers:

• Kathy Merchant, President and CEO, The Greater Cincinnati Foundation
• Spicer Bell, President, Community Foundation of the Eastern Shore

Play back the recording.

Recorded: November 17, 2011

The process of hiring an investment manager can raise many questions for foundation representatives. During this webinar, you will learn key points to consider from both the legal and investment points of view.

Featured Speakers:

• Cynthia L. Keith, Executive Director – Investments, Oppenheimer & Co. Inc.
• Dan Rader, Senior Counsel and Director, Legal Services, Council on Foundations

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: November 15, 2011

The Center on Philanthropy at Indiana University conducted a study on the impact of the proposed 28 percent cap on charitable deductions. During this webinar, you’ll learn about the findings and how it impacts foundations.

Featured Speakers:

• Chatrane Birbal, Director, Government Relations, Council on Foundations
• Edith Falk, Chair and CEO, Campbell & Company
• Claudia Herrold, Vice President, Communications and Public Policy, Ohio Grantmakers Forum
• Una O. Osili, Director of Research, The Center on Philanthropy at Indiana University
• Andrew Schulz, Vice President, Legal and Government Relations, Council on Foundations

Play back the recording and download the executive summary.

Recorded: November 10, 2011

Match Days provide community foundations with an exciting new way to fulfill their leadership roles. It's one special day (or two or three) that matches funds to multiply the gifts of participating donors. Backed by the right planning and preparation, a community foundation can generate urgency around focused giving, expand the engagement of nonprofit partners and donors, spur greater interest in the community foundation as a local resource, and involve hundreds of individuals in the community. During this webinar, you will learn techniques, tips, and tools from several community foundations that are very familiar with the power of a Match Day.

Featured Speakers:

• Brandi Yee, Program Director for ACT for Alexandria
• Dana Nelson, Executive Director, GiveMN
• Heather Scott, Managing Director, Community Foundation Services, Council on Foundations
• Heidi Sytsema, Donor Services Director, Community Foundation for Muskegon County

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: October 25, 2011

In this world of economic instability and globalization, philanthropic leadership requires different skills tailored to an environment of urgency, high stakes, and uncertainty. During this webinar, CEOs, board members, and aspiring leaders learned how one foundation challenged the status quo to improve health care for Kansans. This case study demonstrates strategies, techniques, and basic concepts of adaptive leadership.

Featured Speakers:

• Alexander Grashow, CEO, Cambridge Leadership Associates
• Ed O'Malley, President and CEO, Kansas Leadership Center

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: October 18, 2011

Foundations, corporations, and individuals respond quickly when asked to support disaster relief efforts here at home and around the world. Grantmakers play a key role in disaster response by filling critical gaps in underfunded areas before, during, and after a disaster. This webinar addressed the role of philanthropy in disaster relief efforts, different phases of disasters and the appropriate role for foundations in responding to them, and how to promote greater transparency and accountability in the disaster relief field.

Featured Speakers:

• Dr. David Abramson, Director of Research, National Center for Disaster Preparedness; Assistant Professor of Clinical Sociomedical Sciences, Mailman School of Public Health, Columbia University
• Deidre Lind, Director, Mattel Philanthropy Programs, Mattel Children's Foundation
• Ben Smilowitz, Executive Director, Disaster Accountability Project

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: July 21, 2011

In a 21st-century, post-recession society, the expectations for foundations and their CEOs are rapidly evolving. What pervasive trends are influencing how a foundation must operate? And, given those trends, what new competencies and ways of working are required of the philanthropic leader? This webinar offers strategies, case studies, and practical advice on how to adapt and embrace new leadership imperatives in a changing philanthropic landscape.

Featured Speakers:

• Karen McNeil-Miller, President, Kate B. Reynolds Charitable Trust
• Vincent Robinson, Managing Partner, The 360 Group

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: June 7, 2011

The Aspen Institute Community Strategies Group conducted the first significant field-wide surveys about affiliates in 2004, and recently completed analysis of a second field-wide survey conducted five years later. This webinar provides you with interesting detail about the number, size, type, growth, challenges and benefits of holding affiliates--including a range of approaches and structures foundations use to serve affiliates.

Featured Speakers:

• Janet Topolsky, Co-Director, Aspen Institute Community Strategies Group
• John Molinaro, Co-Director, Aspen Institute Community Strategies Group
• Elsa Noterman, Communications and Research Associate, Aspen Institute Community Strategies Group
• Carla Roberts, President and CEO, Fremont Area Community Foundation
• Jeff Yost, President and CEO, Nebraska Community Foundation

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: May 17, 2011

Josh Viertel, president of Slow Food USA, intrigued and inspired 2011 Family Philanthropy Conference attendees with stories about the rewards of getting involved with the farm-to-table movement. This webinar also featured Kathleen de Chadenedes, director of the s'Cool Food Initiative of the Orfalea Foundations, which empowers schools in Santa Barbara County, Calif., to make lunches from scratch.  Catherine Gund, an award-winning filmmaker who produced and directed a documentary about kids and food politics called "What's on Your Plate?," was another featured presenter.

Featured Speakers:

• Josh Viertel, President, Slow Food USA
• Catherine Gund, Producer/Director, "What's On Your Plate?," and founder of Aubin Pictures
• Kathleen de Chadenedes, s'Cool Food Initiative, Orfalea Foundations

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: May 13, 2011

This webinar will help you develop a nuanced understanding of growth and its effects, and shift the focus of internal discussion from “How fast can we grow?” to “How can we grow in a sustainable way that serves our mission?” Get information and tools about achieving sustainability by balancing the connections between four key economic drivers:

Featured Speakers:

• Kathy Ann Anderson, Founder and Former CEO, Shasta Regional Community Foundation
• Eva Nico, Director, FSG
• Anne K. Vally, Senior Program Officer, Special Initiative, The James Irvine Foundation
• Barry VanderKelen, Executive Director, San Luis Obispo County Community Foundation

Special thanks to The James Irvine Foundation for making the resource paper, “Growing Smarter: Achieving Sustainability in Emerging Community Foundations”, available to the community foundation field.

• Download the Recording
• Download Growing Smarter Report
• Download Tools and Worksheets

Recorded: April 27, 2011

Replay this webinar to learn common challenges community foundations face and recommended strategies to improve communication with stakeholders.

Featured Speakers:

• Bryan Clontz, CFP, President, Charitable Solutions, LLC and Senior Consultant, Ekstrom & Associates
• Sarah Harrison, Deputy Vice President of Philanthropic Services and Senior Philanthropic Planner, The Denver Foundation

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: April 22, 2011

This webinar will help you learn strategies for eliminating surmountable barriers to community foundation trustees who are able to thrive as ambassadors and play a vital role in increasing organizational assets and impact. Get information and tools that break down those barriers.

Featured Speakers:

• Jim Mayfield, Board 1st VP, The Community Foundation of Mendocino County
• Judi McCarthy, Chair of Board Development Committee, Kern Community Foundation
• Susanne Norgard, Executive Director, The Community Foundation of Mendocino County
• Jeffrey R. Pickering, President and CEO, Kern Community Foundation
• Bob Tobin, Senior Consultant and President, Williams Group
• Anne K. Vally, Senior Program Officer, Special Initiative, The James Irvine Foundation

Special thanks to The James Irvine Foundation for making the resource paper, “Reaching Out: Board Ambassadors for Growth in Community Foundations”, available to the community foundation field.

Download the recording
Download Reaching Out report
Download NMAT Tools
Download Sample Board Job Description
Download Be a Great Board Ambassador

Recorded: March 31, 2011

Is it possible to talk about being philanthropic without first discussing wealth, financial responsibility, and inheritance? We’ll address fears and hopes around those conversations, plus offer specific tips and resources for engaging, educating, and equipping the next generation for success. This webinar reprises the highly successful session at the 2011 Family Philanthropy Conference designed by Robyn Schein, philanthropic adviser for The Minneapolis Foundation. Read about the session on her blog, RE: Philanthropy.

Featured Speakers:

• Nathan Dungan, President and Founder, Share Save Spend
• Lisa Parker, President, The Lawrence Welk Family Foundation and Founder and Principal, Family Circle Advisors

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: March 30, 2011

Visibility is vital to community foundations as they work to gain credibility and attract new resources. But how can small and relatively new community foundations best use their limited marketing budgets? This webinar will help you understand strategies for growing community foundation visibility within an increasingly crowded marketplace and learning how to incorporate a new take on classic marketing to plan, implement, and measure your local investments.

Featured Speakers:

• Veronica Blake, Chief Executive Officer, Placer Community Foundation
• Terence P. Mulligan, President and CEO, Napa Valley Community Foundation
• Bob Tobin, senior consultant and President, Williams Group
• Anne K. Vally, senior program officer, Special Initiative, The James Irvine Foundation

Special thanks to The James Irvine Foundation for making the resource paper, “The Four Ps of Marketing: A Roadmap to Greater Visibility for Community Foundations,” available to the community foundation field.

The Four Ps of Marketing downloads:
The Four Ps recording
Download the Four Ps paper
Download the corresponding NMAT materials

Recorded: March 15, 2011

Co-sponsored by Environmental Grantmakers Association, Tides Foundation, and the Council on Foundations

On Tuesday, March 15, the Council and the Environmental Grantmakers Association hosted a webinar on the nuclear crisis in Japan. It featured three experts sharing the latest information to help the funder community understand the nature of the accident, the human and environmental impacts and consequences, and the immediate and long-term policy implications. To play the recording, click here.

Featured Speakers:

• Scott Denman, project director, Tides Center Nuclear Project (moderator)
• Edwin Lyman, Ph.D., senior scientist, Global Security, Union of Concerned Scientists
• Arjun Makhijani, Ph.D., president, Institute for Energy and Environmental Research
• Michele Boyd, director of safe energy program, Physicians for Social Responsibility

Recorded:March 16, 2011

This special webinar from the Council on Foundations and CFLeads will focus on how you can quickly and easily communicate with others so you can learn, adapt, and get to the business of building stronger communities.

Featured Speakers:

• Mimi Bitzan, Board Member and Chair of the Community Programs Committee, Central Minnesota Community Foundation
• Brian Byrnes, President and CEO, Santa Fe Community Foundation
• Deborah A. Ellwood, Executive Director, CFLeads
• Dr. Andrew J. Rudnick, Immediate Past Board Chair, Community Foundation for Greater Buffalo

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded:February 24, 2011

This webinar will provide examples, tactics, and tools grantmakers can use to design their own evaluation plans, leverage results, and improve practices that benefit your foundation and grantees. Receive a framework that can guide your foundation’s approach to designing evaluations that are useful to you and your grantees.

Featured Speakers:

• Sidney Hargro, executive director, Community Foundation of South Jersey
• J McCray, chief operating officer, Grantmakers for Effective Organizations

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded:February 16, 2011

This webinar will focus on crafting a compelling message, using engaging messengers and employing all communications methods to spread the word. Learn how to recruit, educate, and inspire your ambassadors to share the message of your community foundation as a community leader.

Featured Speakers:

• Wayne Johnson, president, World Design Marketing
• Carolyn Torgersen, vice president for Marketing and Communications, Community Foundation of the Low County

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: January 21, 2011

As the U.S. commitment to Operation Enduring Freedom and Operation Iraqi Freedom continues, the toll on our military personnel and their families continues to grow. They need our support more than ever! This webinar will help you learn more about the Pentagon’s "Sea of Goodwill" reintegration strategy for our service members, their families, and the families of the fallen. You’ll also hear from—and be inspired by—foundation colleagues who are involved in these efforts.

Featured Speakers:

• Colonel David Sutherland, Special Assistant to the Chairman of the Joint Chiefs of Staff
• Nancy Berglass, Director, Iraq Afghanistan Deployment Impact Fund
• Mary Jalonick, President, The Dallas Foundation and partner, Texas Resources for Iraq-Afghanistan Deployment (TRIAD) Fund
• Mark Pritchett, Vice President, Community Investments, Gulf Coast Community Foundation of Venice and partner, The Florida BrAIve Fund
• Heather Scott, Managing Director, Community Foundation Services, Council on Foundations

Fee: FREE for Council members and $49 for nonmembers
Recording, Slides and Handouts for members
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: November 30, 2010

Given the devastating impact of the ongoing recession on local communities and the increasing importance of public-private partnerships in solving social problems, it is more important than ever that foundations understand why and how to engage in public policy. This webinar will help you learn how your foundation can get more involved in public policy and will provide guidance on developing grant guidelines, grant agreements, and the basic rules of civic engagement. Each participant will get a copy of the Foundations for Civic Impact toolkit containing sample documents, success stories, tips and resources as well as a glossary of key terms.

Featured Speakers:

• Kelly Shipp Simone, deputy general counsel, Council on Foundations
• Nancy Van Milligen, president and CEO, Community Foundation of Greater Dubuque
• Larry Ottinger, president, Center for Lobbying in the Public Interest
• Latonya Slack, senior program officer, The James Irvine Foundation

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: November 18, 2010

Community foundations are facing a deluge of information about health care reform. It is clear that health care reform’s many provisions will affect communities in a variety of different ways. But where can community foundation leaders find reliable information to help them understand health care reform and the impact it will have in the months ahead on the communities and nonprofits they serve?

This webinar will help community foundation leaders learn all about the relevant parts of health care reform. It also will identify the resources available to better understand how reform affects community foundations as nonprofit leaders, as community change agents, and as employers.

Featured Speakers:

• Rene Cabral-Daniels, director, the Public Philanthropic Partnership Initiative, Council on Foundations
• Lynn Dierker, senior program director, National Academy for State Health Policy
• Peter Long, president and CEO, Blue Shield of California Foundation
• Kyle Penney, president and CEO, East Texas Communities Foundation
• Osula Rushing, program director, Grantmakers in Health

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: October 5, 2010

How do you handle personality clashes, power struggles, and unresolved conflicts? These challenges can happen in the best of families—and family philanthropies. Learn how to identify and resolve these issues in your foundation to stay focused on the philanthropy, not the personalities.

Featured Speaker:

• Jamie Traeger-Muney, Ph.D., founding principal, Wealth Legacy Group

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: June 23, 2010

What are the common characteristics of successful partnerships between foundations and government? What issues should foundations consider in determining whether a public-philanthropic partnership fits with the organization’s goals? Join us for a conversation with key federal staff members who are foundation liaisons for their agencies. We also will from those at state and local level agencies who can describe collaborating with foundations in their communities. Our panelists will share their insights on success factors and lessons learned in order to help foundations forge connections with federal agencies and local government. All participants will receive the Council’s new Public Partnership Collaboration Guide being developed through the Initiative.

Featured Speakers:

• Ana Marie Argilagos, deputy assistant secretary, Office for International and Philanthropic Innovation, U.S. Department of Housing and Urban Development
• Marci Hunn, program director, The Harry and Jeanette Weinberg Foundation
• Suzanne Immerman, special assistant to Secretary of Education Arne Duncan and director of philanthropic engagement, U.S. Department of Education
• Dan Rader, senior counsel and director, Council on Foundations
• Stephanie Powers, project director for the National Fund for Workforce Solutions, Council on Foundations

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: May 12, 2010

How do philanthropic organizations choose their leaders? There’s a need to continue building inclusive practices into the search, appointment, and retention processes to ensure excellence in senior and executive ranks. Hear from a leading executive search consultant, an HR officer, and a member of an executive search committee as they share their experiences about the benefits and challenges of ensuring an inclusive search pool.

Featured Speakers:

• Sam Pettway, founding director, BoardWalk Consulting
• Patrichi Shah, president and CEO, Flourish Talent Management Solutions
• David L. Waldman, vice president, Robert Wood Johnson Foundation

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: May 5, 2010

Register now to learn about the hottest trend in social media and leveraging technology for good: mobile giving. Attendees will learn about the basics of mobile giving technology, get the inside scoop about the recent successful texting campaign to benefit Haiti, and get ideas about how foundations and corporate giving programs can leverage mobile giving to monetize their social networking for greater impact.

Featured Speakers:

• James Eberhard, founder and chairman, Mobile Accord
• Paul Major, president and CEO, Telluride Foundation
• Susan Murray, senior officer of corporate partnerships, American Red Cross

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: April 13, 2010

Move beyond rhetoric and take action to integrate the next generation to create more impactful philanthropy. Learn why it’s important to engage the next generation in philanthropy, the challenges and barriers to next generation involvement, the support the next generation needs to be successful, and best practices/case studies of effective engagement of next generation in family foundations, community foundations, corporate giving programs, and private foundations.

Featured Speakers:

• Ashley Blanchard, president, Hill-Snowdon Foundation, and co-chair, Council on Foundations Next Generation Task Force
• James K. Cummings, vice chair, The Nathan Cummings Foundation
• Dori Kreiger, managing director, Family Philanthropy Services, Council on Foundations
• Nicole Robinson, director of Corporate Giving, Kraft Foods

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: April 7, 2010

Fiscal and Administrative Officers Group (FAOG) currently offers the community foundation field guidelines for completing the annual information that is filed with the Form 990 tax return. Last year, Form 990 was substantially redesigned. Consequently, existing tax guidelines require updating for the new Form 990. Learn more about this new resource, created together with Deloitte Tax LLP, which will assist with compliance requirements associated with the new Form 990.

Featured Speakers:

• Janne Gallagher, vice president and general counsel, Council on Foundations
• Jennifer L. Gilardi, senior manager, Deloitte Tax LLP
• Grace Sacerdote, executive vice president, The Community Foundation in Jacksonville
• Mary E. Rauchenberg, director, Deloitte Tax LLP

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: March 30, 2010

Being a board member or trustee of a foundation can be one of the most satisfying ways to give back to the world. Avoid legal pitfalls by learning about fiduciary responsibilities of foundation board members and trustees.

Featured Speakers:

• Deidre Lind, executive director, Mattel Children’s Foundation and Mattel Philanthropy Programs
• Robert N. Mayer, Ph.D., president, Hulda B. & Maurice L. Rothschild Foundation, and associate, The Nathan Cummings Foundation
• Daniel Rader, senior counsel and director, Legal and Public Policy, Council on Foundations
• Rebecca Richards, trustee, The Maxine & Jack Zarrow Family Foundation

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: March 16, 2010

Learn from the collective experience of community foundation executive staff and development officers who discuss successful strategies to raise unrestricted assets. This topic, given current economic challenges, has brought home the need for many community foundations certified under national standards to focus development efforts on raising unrestricted assets. A white paper, drafted from the group’s collective experiences over the past four years, will be used as a starting point for discussion.

Featured Speakers:

• Mary Holmes, executive director, Cumberland Community Foundation
• Ralph Serpe, CRFE, executive vice president, Princeton Area Community Foundation
• Judy Sjostedt, executive director, Parkersburg Area Community Foundation

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: February 23, 2010

Results. Impact. Return on Investment. These are paramount for today’s grantmakers. Whether the request is from policy-makers, foundation boards, the public, or others, the need for a foundation to demonstrate accountability and effectiveness is critical. Join us in this interactive discussion, which will highlight key findings from the recently released COF/GEO publication on evaluation.

Featured Speakers:

• Courtney Bourns, former director of programs, Grantmakers for Effective Organizations
• Cheryl Taylor, president, Foellinger Foundation

Fee: $25 for Council members and $49 for nonmembers
Purchase the recorded webinar and receive the audio recording, handouts and slides.
Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to; Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: March 31, 2009

As part of your legacy with your family philanthropy, you place importance on cultivating your children’s charitable spirit at an early age. Learn how one family foundation involved their children, ages 8–17 on a junior advisory board. Discover how these children in different cities have created their very own culture of philanthropy using simple social web technology. Speakers include three members of the Frieda C. Fox Family Foundation’s Junior Advisory Board.

This presentation will help you learn:

• The benefits of involving your children in philanthropy at an early age
• Examples of how others have gotten their children involved in the family’s foundation
• Takeaways of how to engage your children in philanthropy

Speakers from the Frieda C. Fox Family Foundation:

• Dana Marcus, Executive Director
• Ingrid Fox, Junior Board Advisor
• Jamie Semel, Junior Board Member
• Katie Marcus Reker, Junior Board Member

Fee: $99 for Council members, $199 for non-Council members

Purchase the recorded webinar and receive the audio recording, handouts and slides.

Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to COF. Once your order has been processed you will be emailed a link to access the recording online.

Recorded: March 26, 2009

Speaker:Rohit Bhargava, Senior Vice President, Strategy and Marketing, Ogilvy Public Relations 360 Digital Influence

Description: As social media tools like Facebook and Twitter continue to grow every day in usage, they are unlocking the potential for organizations of all types to listen in on conversations that were previously closed to them. For a foundation, this presents the opportunity to better understand the social impact of grant-funded initiatives. With the correct approach, the result can be a much richer understanding of what your key audiences are doing and thinking about, as well as better ways to reach them.

Purchase the recorded webinar and receive the audio recording, handouts, and slides.

• fax an order form to 703-879-0802
• mail an order form to Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202

Recorded: February 12, 2009

Speaker: Blaine Aikin, President and CEO of Fiduciary360, a leading provider of training, tools, and resources for investment fiduciaries.

Description: Monitoring is one of the most important and time consuming responsibilities a fiduciary can perform. Unfortunately, weaknesses in the monitoring process tend to surface when poor economic and market conditions stress portfolio management systems to the breaking point – as is happening now. This Webinar targets best practices you can use to keep the portfolio you manage on track and to demonstrate good stewardship over the monies entrusted to you.

Purchase the recorded webinar and receive the audio recording, handouts, and slides.

• fax an order form to 703-879-0802
• mail an order form to Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202

Recorded: February 25, 2009

Speaker: Daniel Lee, Executive Director, Levi Strauss Foundation; Steve Wright, Director of Innovation, Salesforce.com Foundation; Kelly Shipp Simone, Senior Staff Attorney, Council on Foundations

Description: What are the next strategic and operational challenges facing our field? Where is international philanthropy headed? How have globalization and the creation of products and services for markets at “the base of the pyramid” affected grantmaking? Explore the promising practices for these and other questions in this valuable peer-to-peer learning opportunity. This webinar is underwritten by the John D. and Catherine T. MacArthur Foundation.

Questions: Contact Elizabeth Sullivan at Elizabeth.Sullivan@cof.org.

Recorded: February 26, 2009

Speakers: Eric Kessler, Principal and Managing Director, Arabella Philanthropic Investment Advisors; Doug Hattaway, President and CEO, Hattaway Communications

Description: Family philanthropies can leverage their impact by helping grantees make their voices heard in the public arena. This session explores lessons learned in leveraging program support by improving communications capacity. The moderator, building on an analysis of grantee communications capacity-building efforts, interviews the creator of one such program pioneered by the Woodcock Foundation. Doug Hattaway walks participants through a presentation of his BeHeard! communications program and a hands-on discussion and exercise that reveals opportunities for immediate implementation.

Questions: Contact Andrew Ho at family@cof.org or 703-879-0743.

Recorded: January 29, 2009

Speaker: Douglas Bauer, Senior Vice President, Rockefeller Philanthropy Advisors

This webinar teaches you:

• how to evaluate MRI opportunities and determine opportunities for impact
• what tools are available to help foundation staff identify proper outcomes and ultimately impact
• how to align MRIs with your grantmaking efforts and ensure that both efforts inform and influence your foundation's overall mission

Purchase the recorded webinar and receive the audio recording, handouts, and slides.

• fax an order form to 703-879-0802
• mail an order form to Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202

Recorded: January 13, 2009

Family philanthropies are serious businesses, requiring the same discipline any business devotes to operating assets. This interactive webinar will present a process through which families can define their philanthropic mission and values and engage multiple generations of family members in the process.

This presentation helps you understand:

• Guidelines for defining mission and values statements for both the family and the family foundation
• The difference between a family mission vs. a foundation mission
• How mission and values statements can be applied to governance and operations decision-making in families

Speaker: Sam Davis, Principal, Relative Solutions LLC

Fee: $99 for Council members, $199 for non-Council members

The package includes the audio recording, handouts and slides. Purchase and download the webinar to listen on your computer.

Purchase options:

• Purchase by fax or mail: Complete an order form and follow the instructions to fax or mail it back to COF.

Purchase the recorded webinar and receive the audio recording, handouts, and slides.

• fax an order form to 703-879-0802
• mail an order form to Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202

Recorded: December 2, 2008

Speaker: Dr. Robert Atkinson, President, Information Technology and Innovation Foundation

Moderator: Stephanie Powers, Project Director, The National Fund for Workforce Solutions, Council on Foundations

Information technology is making the world come alive with information that is opening up vast new opportunities for human progress. What does this mean for philanthropy? This interactive discussion delves into IT’s role in driving improvements in all facets of life, from education and health care to energy, the environment, transportation, and public safety. Learn the ten key policy principles outlined in the report “Digital Quality of Life: Understanding the Personal and Social Benefits of the Information Technology Revolution,” co-authored by Dr. Atkinson and Craig Mundie, chief research and strategy officer at Microsoft. This is the first time that Dr. Atkinson shares his perspectives on the digital revolution with foundations.

Hosted in partnership with The National Workforce Solutions Project.

Watch the webinar for free. Download the power point presentation. (5 MB)

Recorded: November 13, 2008

Speakers: David Burgess, CFA, senior investment manager at Raffa Wealth Management, and Dennis Gogarty, CFP, president of Raffa Wealth Management

The recorded webinar addresses:

• the various levels of investment fees and the circumstances under which they apply
• an acceptable range of expenses given your foundation’s investment balance
• how much of your total expenses should be related to speculation versus diversification
• how to work with your investment managers/advisors to reduce your expenses and improve expected returns

List Price: $199
Member Price: $99

Purchase the recorded webinar and receive the audio recording, handouts, and slides.

• fax an order form to 703-879-0802
• mail an order form to Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202

Recorded: November 3, 2008

Speaker: Kelly Shipp Simone, Senior Staff Attorney at the Council on Foundations

The recorded webinar addresses:

• highlight important provisions of the newly revised Form 990 and discuss the new Form 990 instructions
• important aspects of filling out the Form
• discuss compliance issues and how to prevent common errors
• issue-spotting for public charity and private foundation grantmakers who review the Forms 990 of public charity grantseekers

Watch the webinar for free.

Recorded: October 15, 2008

Speakers: Steve Gunderson, President and CEO, Council on Foundations; Charles Moore, Executive Director, Committee Encouraging Corporate Philanthropy; John Whitehead, Former Deputy Secretary of State and Former Co-chair of Goldman Sachs; Chris Park, President, New York Life Foundation

The recorded webinar addresses:

• What actions can corporate giving professionals take to protect their community commitments?
• How can giving officers continue to make a strong case to management for maintaining their companies’ philanthropy?
• How can companies continue to meet the needs of key stakeholders?
• How can corporate philanthropy professionals effectively communicate giving decisions to employees, respond to shareholder concerns, and leverage additional resources for grantees?

Listen to the recording.
Read the transcript.
See the presentation with audience polls.

Recorded: October 15, 2008

Speaker: Kathy Kraas, President, K2 Consulting

The recorded webinar addresses:

• How leaders advanced existing board policies and practices and enhanced them to meet emerging needs and trends
• How to lay the groundwork for change and stay true to your plan in spite of pushback
• How to take on risks and deal with disappointments and setbacks
• Constructive ways CEOs have dealt with boards who resist change
• How to tackle the unspoken issue of gender as a CEO driving change

List Price: $199
Member Price: $99

Purchase the recorded webinar and receive the audio recording, handouts, and slides.

• fax an order form  to 703-879-0802
• mail an order form  to Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202

Recorded: September 25, 2008

Speaker: Luther Ragin, Jr., Vice President, Investments, The F.B. Heron Foundation

The recorded webinar addresses:

• How foundations can broaden their impact by more closely aligning their investment practices with their institutional missions
• How to source, underwrite and monitor endowment-quality, market-rate investments that support mission
• How to assure that such investments are consistent with fiduciary standards and good financial stewardship
• Why program related investments can be both a tool for social impact and for effective payout and asset management.

List Price: $199
Member Price: $99

Purchase the recorded webinar and receive the audio recording, handouts, and slides.

• fax an order form  to 703-879-0802
• mail an order form  to Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202

Recorded: August 20, 2008

Speaker: Kelly Shipp Simone, Senior Staff Attorney at the Council on Foundations

The recorded webinar addresses:

• what are the lobbying rules for private foundations and charities
• how to support grantees that lobby
• how you can engage in direct communications with legislators and the public about your foundation
• how to encourage civic participation

List Price: $199
Member Price: $99

Purchase the recorded webinar and receive the audio recording, handouts, and slides.

• fax an order form  to 703-879-0802
• mail an order form  to Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202

Recorded: July 22, 2008

Speaker: Andrew Schulz, Deputy General Counsel, Council on Foundations

The recorded webinar addresses:

• why governance is an increasingly important issue at both the state and federal level in regulating foundations
• how understanding conflicts of interest, related party transactions, and other insider dealings are key to navigating amid heightened IRS scrutiny
• why board size, composition, independence, compensation, and administrative expenses are key issues
• why the growing emphasis around effective practices helps clarify the link between good governance and effectiveness

List Price: $199
Member Price: $99

Purchase the recorded webinar and receive the audio recording, handouts, and slides.

• fax an order form  to 703-879-0802
• mail an order form  to Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202

Recorded: June 26, 2008

Speaker: Kelly Shipp Simone, Senior Staff Attorney at the Council on Foundations

The recorded webinar addresses:

• how to interpret certain provisions and important aspects of filling out the Form 990
• how to prevent common errors
• strategies on compliance issues

List Price: $199
Member Price: $99

Purchase the recorded webinar and receive the audio recording, handouts, and slides.

• fax an order form  to 703-879-0802
• mail an order form  to Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202

Recorded: June 19, 2008

Speaker: Arun Sardana, Senior Vice President, Institutional Consultant, Global Financial Services Company

The recorded webinar addresses:

• how to demand and create complete transparency from your investment advisors
• how to create cost-effective investment solutions without sacrificing potential returns
• how to understand and manage the downside risk profile of your portfolio

List Price: $199
Member Price: $99

Purchase the recorded webinar and receive the audio recording, handouts, and slides.

• fax an order form  to 703-879-0802
• mail an order form  to Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202

Recorded: June 12, 2008

Speaker: Blaine Aikin, President and CEO of Fiduciary360, a leading provider of training, tools, and resources for investment fiduciaries.

The recorded webinar addresses:

• how the Investment Policy Statement (IPS) keeps fiduciaries of foundations on track and out of trouble
• why preparing and maintaining an IPS is considered the most critical function a fiduciary performs
• where to find specific information to guide your actions as a fiduciary (training, tools, and resources)

List Price: $199
Member Price: $99

Purchase the recorded webinar and receive the audio recording, handouts, and slides.

• fax an order form  to 703-879-0802
• mail an order form  to Council on Foundations, 2121 Crystal Drive, Suite 700, Arlington, VA 22202