Community Foundation Fundamentals |
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| DAY ONE |
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| 8:00 am – 8:30 am | Continental Breakfast | ||
| 8:30 am – 9:45 am | Welcome, Overview and Introductions |
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| 9:45 am – 10:00 am | Break | ||
| 10:00 am – 12:00 pm | Chapter 1: Community Foundation Movement
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| 12:00 pm – 1:00 pm | Lunch | ||
| 1:00 pm - 1:30 pm | Chapter 2: Governance and Board Composition |
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| 1:30 pm – 2:30 pm | Chapter 2: Governance and Board Composition (Cont.) |
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| 2:30 pm – 2:45 pm | Break | ||
| 2:45 pm – 3:45 pm | Chapter 3: Resource Development - Donors |
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| 3:45 pm – 4:45 pm | Chapter 3: Resource Development –Gifts |
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| 4:45 pm – 5:00 pm | Wrap Up | ||
| DAY TWO | |||
| 8:00 am – 8:30 am | Continental Breakfast | ||
| 8:30 am – 10:15 am | Chapter 4: Resource Development - Donor Relations & Attracting Gifts • How foundations attract gifts • Strategic Development Plan • Services to donors and advisors • Activity: Cutting Edge Donor Services • Marketing and communications • Activity: Tugs and Pulls / Balancing Competing Interests |
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| 10:15 am – 10:30 am | Break | ||
| 10:30 am – 12:30 pm | Chapter 5: Legal and Legislative Issues • Understanding the Nonprofit Universe • Legal Restrictions vs. Donor Control: Donors • Legal Restrictions vs. Donor Control: Agencies • State Law: UMIFA & UPMIFA • Grantmaking Pitfalls • Legislative Update |
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| 12:30 pm – 1:30 pm | Lunch | ||
| 1:30 pm – 3:15 pm | Chapter 6: Stewardship, Accountability and Fiduciary Responsibilities (Part I) • Stewardship • Fiscal Accountability • Activity: What could possibly go wrong? • Fiscal Policies • Finance/Investment Committee • Communicating Investment & Financial Decisions |
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| 3:15 pm – 4:45 pm | Chapter 6: Stewardship, Accountability and Fiduciary Responsibilities (Part II) • Asset Allocation • Spending Rate • Operating budget • Staffing: What's the right mix? • Conflict of Interest • Activity: Conflict of Interest |
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| 4:45 pm – 5:00 pm | Wrap up | ||
| DAY THREE | |||
| 8:00 am – 8:30 am | Continental Breakfast | ||
| 8:30 am - 10:00 am | Chapter 7: Grantmaking & Community Leadership (Part I) |
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| 10:00 am – 10:15 am | Break | ||
| 10:15 am – 11:45 pm | Chapter 7: Grantmaking & Community Leadership (Part II) • What CFs Bring to the Leadership Table • Considering all assets when leading • Leadership Roles • Strategic assessment and planning • Leadership, diversity and inclusiveness • Activity: Community Leadership |
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| 11:45 am – 12:00 pm | Wrap up and Adjourn | ||
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Center for Community Foundation Excellence Home Page Questions? Contact Sophie Dunbar at leaders@cof.org or 703/879-0768. |
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