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CCFE - Community Foundation Fundamentals - Agenda

 

Community Foundation Fundamentals
Course Agenda

  
   

Course Overview 

  
   
DAY ONE

 

  
8:00 am – 8:30 am Continental Breakfast  
8:30 am – 9:45 am

Welcome, Overview and Introductions
• Overview
• National Standards for U.S. Community Foundations
• Activity: Class introductions

  
9:45 am – 10:00 am Break  
10:00 am – 12:00 pm

Chapter 1: Community Foundation Movement

  • History
  • Traditional and emerging roles
  • Unique characteristics
  • Activity: What is a Community Foundation? What is its Mission Statement?
  • Future trends
  • National Standards
  • Activity: Community Foundation Scenarios
  
12:00 pm – 1:00 pm Lunch  
1:00 pm - 1:30 pm

Chapter 2: Governance and Board Composition
• Activity: Fickle Finger of Fate – What Do Boards Do?

  
1:30 pm – 2:30 pm

Chapter 2: Governance and Board Composition (Cont.)
• Board role and responsibilities
• Effective meetings

  
2:30 pm – 2:45 pm Break  
2:45 pm – 3:45 pm

 Chapter 3: Resource Development - Donors
• Why donors give to community foundations
• Activity: Defining the Motivation of Donors

 
 3:45 pm – 4:45 pm

Chapter 3: Resource Development –Gifts
• Types of gifts
• Activity: What's wrong with this gift?
• Gift Acceptance and agreements
• Planned giving
• Activity: Name that gift!

  
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		  
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 		 
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		  
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		  
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)
• Setting grantmaking priorities
• Grantmaking styles
• Types of grants
• Internal process/plan
• External Clarity: communicating grantmaking priorities
• Activity: Review Grant Request

 
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		  
11:45 am – 12:00 pm Wrap up and Adjourn  
     
     
Center for Community Foundation Excellence Home Page 

Questions? Contact Sophie Dunbar at leaders@cof.org or 703/879-0768.

  


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