October 19-22| Preconference October 17-19 | Cleveland, Ohio
2014 Fall Conference for Community Foundations
A Transformative Idea. A Remarkable Future.
All Programming
PrintAll Days
Friday, October 17
Saturday, October 18
Sunday, October 19
Monday, October 20
Tuesday, October 21
Wednesday, October 22
Friday, October 17
12:30 p.m. - 5:00 p.m.
–Staff at Conference
4:00 p.m. - 6:00 p.m.
–Advancement Network (AdNet) 2014 Annual Conference - Registration
The 2014 Conference will offer quality sessions and fantastic opportunities for networking and learning with your peers. A complete schedule of sessions coming soon!
To register, make travel and hotel reservations and to view the updated schedule of events, please visit the AdNet Conference Site.
Location: Marriott at Key Center-2nd Floor Registration Desk
Saturday, October 18
8:00 a.m. - 5:00 p.m.
–Advancement Network (AdNet) 2014 Annual Conference - Day 1
The 2014 Conference will offer quality sessions and fantastic opportunities for networking and learning with your peers. A complete schedule of sessions coming soon!
To register and make travel and hotel reservations, please visit the AdNet Conference Site.
View the updated Schedule of Events.
Location: Marriott at Key Center- Grand Ballroom D & E
Session Materials :
- AdNet Booklet 2014
- Charitable Planning for Upper-Income Donors - Handout
- Charitable Planning for Upper-Income Donors -Presentation
- How To Talk to Donors About Investing in the Community's Future
- The Neuroscience of Philanthropy: Lessons for Marketing in Current and Bequest Giving
- Organizational Endowments: Recruiting Agency Endowments, Pitfalls, and Approach
8:30 a.m. - 5:00 p.m.
–Center for Community Foundation Excellence (CCFE) Fundamentals - Day 1
The Westin, Vanda North & South, 6th FloorA well-trained staff and a well-informed board are crucial to community foundation success in a fast-changing world. This two-day course helps new and experienced foundation stakeholders build essential skills they need. Created and led by experienced leaders, this course includes:
- Updates on key legal and legislative issues;
- Information on grantmaking;
- Review of community leadership and fiduciary responsibilities
Location: Group A -Westin-Vanda North
Group B - Westin - Vanda South
Speaker(s): Michael Batchelor, President, The Erie Community Foundation; Peter Dunn, President and CEO, Central New York Community Foundation, Inc.; Brian Frederick, President/CEO, Community Foundation of Lorain County; Mary Jalonick, President and CEO, The Dallas Foundation
Sunday, October 19
8:00 a.m. - 5:00 p.m.
–Advancement Network (AdNet)2014 Annual Conference - Day 2
The 2014 Conference will offer quality sessions and fantastic opportunities for networking and learning with your peers. A complete schedule of sessions coming soon!
To register and make travel and hotel reservations, please visit the AdNet Conference Site.
View the updated Schedule of Events.
8:00 a.m. - 4:30 p.m.
–ProNet Pre-Conference
This day-long professional development opportunity will focus on the evolving role of program officers in the community foundation field. As the Council's fall conference provides a macro-level view of philanthropy and the community foundation field, the ProNet Preconference will offer content specific to grantmaking and how program officers can approach their work better, more efficiently and more creatively. Sessions will feature experts in the grantmaking field as well as significant opportunities for peer to peer learning that will give attendees concrete ideas to take back to their foundations.
The Pre-Conference keynote speaker is Bill Somerville, a nationally recognized expert on creative grantmaking with over 50 years of experience in the field of philanthropy. Bill is President and Founder of Philanthropic Ventures Foundation, which specializes in creative giving programs customized to donor interests. In addition, Bill spent 17 years as Executive Director of the Peninsula Community Foundation (now known as the Silicon Valley Community Foundation).
The preconference will also feature an innovation lab facilitated by the dynamic Beth Kanter, who has over 30 years experience working in the nonprofit sector in technology, training, capacity building, evaluation, fundraising, and marketing. This interactive learning lab will lead to new ideas about how community foundation program officers can think about their work and grantmaking differently. Session topics will also include "Raising Unrestricted Dollars," led by Ralph Serpe, Vice President of Development for the Baltimore Community Foundation and an interactive, round-robin style exchange featuring hot-button issues for program officers such as: measuring impact, proactive grantmaking, grantee/funder relationships, grantmaking technology, and funder collaboratives, among others.
Please visit the ProNet Website to register.
Location: Renaissance Cleveland
8:30 a.m. - 5:00 p.m.
–Center for Community Foundation Excellence (CCFE) Fundamentals - Day 2
The Westin, Vanda North & South, 6th FloorA well-trained staff and a well-informed board are crucial to community foundation success in a fast-changing world. This two-day course helps new and experienced foundation stakeholders build essential skills they need. Created and led by experienced leaders, this course includes:
- Updates on key legal and legislative issues;
- Information on grantmaking;
- Review of community leadership and fiduciary responsibilities.
Speaker(s): Michael Batchelor, President, The Erie Community Foundation; Peter Dunn, President and CEO, Central New York Community Foundation, Inc.; Brian Frederick, President/CEO, Community Foundation of Lorain County; Mary Jalonick, President and CEO, The Dallas Foundation
9:00 a.m. - 12:00 p.m.
–Anchor Institutions: Peer Learning Exchange
The Westin, Vanda Room North, 6th FloorAs anchor institutions, community foundations are uniquely positioned to serve as brokers, leveraging various resources from numerous anchors for collective impact. As community foundations enter their second century of existence, their ability to engage locally and convene multiple stakeholders in their regions will be increasingly significant. While this is a role suited for community foundations, it is important to build the capacity to engage effectively and facilitate extensive community dialogues with a wide range of stakeholders. Join us for a peer learning exchange among community foundations about their role as anchor institutions in their communities. This session will include three case examples of community foundation's efforts to engage and convene, with honest peer discussion about the promising practices, challenges, and future opportunities around this important role.
Location: Westin - Orchid Ballroom West
Session Materials :
- Anchor Institutions Task Force Annual Conference Flyer
- Cleveland's Greater University Circle Initiative
Speaker(s): Lillian Kuri, Program Director for Architecture, Urban Design and Sustainable Development, The Cleveland Foundation; David Maurrasse, President & Founder, Marga Incorporated; Ronald Richard, President and CEO, The Cleveland Foundation
10:00 a.m. - 4:00 p.m.
–CEO Retreat: Donor Advised Funds and Public Policy
The Westin, Orchid Ballroom East, 6th FloorThis event is for community foundation chief executives only
Through our conversations with community foundation leaders and other stakeholders, we've heard an increasing demand for a high-level in-person meeting with community foundation leaders on how to best respond to harmful policy proposalsspecifically, a proposed 5-year payout for all donor advised funds. Community foundation leaders attending the retreat will assist in developing a multi-year tax reform campaign for community foundations. The second half of the retreat will provide opportunities for robust discussion and networking.
Location: Westin - Orchid Ballroom East
Speaker(s): Lisa Danielson, Principal, L. Danielson Consulting; Robert Leonard, Partner, Akin Gump Strauss Hauer & Feld, LLP; Cindy Lott, Interim Program Director, Nonprofit Management Programs, Columbia University; Keith Mahoney, Vice President of Communication & Public Affairs, The Boston Foundation; Sue Santa, Senior Vice President of Public Policy and Legal Affairs, Council on Foundations; Vikki Spruill, President and CEO, Council on Foundations
10:00 a.m. - 4:00 p.m.
–Communities Confronting Climate Impacts: A Pivotal Role for Community Foundations
Westin - Stenia Meeting Room, 7th Floor
Impacts from a changing climate touch on all major sectors of society, from energy policy and transportation infrastructure to agriculture and human health. Individual investments by federal science agencies, local governments, philanthropy, and the private sector have helped to raise awareness of the issues and promote development of mitigation and adaptation solutions. But, for communities to be truly prepared and resilient, a more integrated, all hands-on-deck effort will be required.
Help co-design the presentations and discussions by filling out this brief topics survey. The session designers will customize the presentations around the most selected topics!
Session Materials :
- Working with Decision Makers: Helping Communities Tackle Climate Change
- Online Resources
- Slide Presentation
- Community-Based Climate Resiliency: Connecting Hearts and Minds to Climate Change Issues Using a Place-Based Approach
- Vermont Community Foundation: High Meadows Fund
- Climate Resiliency: Incorporating Environmental and Sustainable Approaches
Speaker(s): Michel Boudrias, Associate Professor, University of San Diego; Stuart Comstock-Gay, President and CEO, Delaware Community Foundation; Michael Davidson, Senior Program Officer, Sustainable Development, The Chicago Community Trust; Arturo Garcia-Costas, Program Officer, Local, National, and Global Environment, New York Community Trust; Jill Karsten, Program Director, GEO Education and Diversity, National Science Foundation; Maureen Lawless, Director of Member Services, Funders' Network for Smart Growth and Livable Communities; Rachel Leon, Executive Director, Environmental Grantmakers Association; Heather Loebner, CEO, HL Consultancy; Edward Maibach, Professor of Communication, George Mason University; Kathlyn Mead, President and CEO , The San Diego Foundation; Sarah Schoedinger, Senior Program Manager, National Oceanic and Atmospheric Administration; Donald Wuebbles, Professor of Atmospheric Science, University of Illinois at Urbana-Champaign; Gwen Wurst, Philanthropic Advisor, Greater Kansas City Community Foundation
1:00 p.m. - 4:00 p.m.
–Building Collaboration: A Conversation for Foundation and Higher Education Leaders
The Westin, Orchid Ballroom West, 6th FloorClosed Session - By Invitation Only
This intimate pre-conference session is designed to open and deepen a dialogue between place-based higher education and philanthropic institutions about the importance of collaborating to create our next generation of civic leaders and philanthropists. Designed to capture the voices and experiences of all attendees through small and full group discussions, this event will showcase successful examples of partnerships between community foundations and colleges focused on innovative ways to increase access to higher education, build public and philanthropic leadership, and impact communities. This discussion is for CEOs or high-level administrators.
Location: Westin - Orchid Ballroom West
Session Materials :
Speaker(s): Noah Bernstein, Program Officer, The New World Foundation; Maggie Grove, Director of Operations, Campus Compact; David Maurrasse, President & Founder, Marga Incorporated; Monica Moser, President and CEO, Jackson Community Foundation
4:30 p.m. - 6:30 p.m.
–Meet & Greet with International Participants
Over the past few decades the community foundation concept has spread rapidly around the world. Although community foundations are local, globalization affects us all. We can share knowledge and learn from the experience of our counterparts from other countries. We are expecting at least 20 community foundation representatives from Europe, Africa, South America, Asia, and Australia. Please come and join them at an event where you will have the opportunity to not only meet them, but establish relationships that will help them, and you, throughout the conference and beyond. Refreshments will be served to tide you over until the evening reception.
To RSVP to this event, e-mail Barbara Bruno.
7:00 p.m. - 9:00 p.m.
–Kick-off Reception at the Rock & Roll Hall of Fame
Say hello to all your colleagues at the Fall Conference Kick-Off Reception at the Rock and Roll Hall of Fame! As you network, you can discover amazing artifacts from the history of rock and roll music. The Rock and Roll Hall of Fame and Museum tracks the evolution of this musical and cultural phenomenon through more than 50 exhibits. There's Janis Joplin's psychedelic Porsche, Michael Jackson's sparkly glove, the awning from CBGB's, the scribbled lyrics of ideas that morphed into classics, and dozens and dozens of iconic instruments.
Tickets can be purchased to attend just this event.
Monday, October 20
7:45 a.m. - 8:15 a.m.
–First Time Attendee Orientation
Room 26CIs this your first Council conference? Do you want some tips for making the most of your time in Cleveland? If so, stop by. You'll be glad you did.
8:00 a.m. - 8:30 a.m.
–Coffee Break in Community Central
Grand Ballroom FoyerJoin your fellow attendees for coffee, tea and pastries in Community Central before the Opening Plenary.
8:30 a.m. - 10:00 a.m.
–Opening Plenary - Learning from Our Past to Enhance Our Future
Grand BallroomJoin us as we pay homage to the trail blazers of Community Foundations. Hear inspiring stories of how these leaders continued the vision of Fredrick Goff in changing the communities in which we live. Learn how they created innovative and successful collaborations with business, philanthropic, and private partners to support their communities. As we move into the next century of community philanthropy, these pioneers will share their expertise on how our timeless elements can be assets while we continue to serve communities domestically and abroad.
Atlas Project
Bring your smart phones, iPads, and Tablets as we will close the opening plenary with the unveiling and official launch of the Community Foundation Atlas website! Through an international research collaboration, the most comprehensive database of the global community foundation movement has been developed as a long-needed communications tool for the field. This online platform profiles more than 1,800 community foundations and place-based philanthropies around the world to document the field's rich diversity and remarkable achievements.
Speaker(s): Fred Blackwell, CEO, The San Francisco Foundation; Nick Deychakiwsky, Program Officer, Charles Stewart Mott Foundation; Leslie Dunford, Vice President For Administration and Strategic Projects, The Cleveland Foundation; Mike Goorhouse, President and CEO, The Community Foundation of the Holland/Zeeland Area; James Joseph, Director, Duke University; Stacy Palmer, Editor, Chronicle of Philanthropy; Ronald Richard, President and CEO, The Cleveland Foundation; Javier Soto, President and CEO, The Miami Foundation; Sandra Vargas, Former President and CEO, The Minneapolis Foundation
10:00 a.m. - 11:00 a.m.
–Break in Community Central
Grand Ballroom FoyerStretch your legs between plenaries or take advantage of a Learning Lab from 10:15 - 10:45a.m. in Community Central!
10:15 a.m. - 10:45 p.m.
–Learning Lab - A New Approach to an Old Concept – Improving Investment Policy by Refining Risk Management
How do you define risk? Is your definition the same as others around the Investment Committee table? Committees sometimes fail to reach consensus on their institution-specific definition of risk, and may make decisions in reaction to market events that in retrospect were ill-timed. How can Committees prioritize risk concerns? How do we codify these beliefs? How often are they to be revisited? How can we manage expectations during unexpected events?
Presented by: Mercer
Session Materials :
11:00 a.m. - 12:30 p.m.
–Mid-Morning Plenary - The Future of Community Foundations: Media as a Catalyst for Community Engagement
Grand BallroomAs we head into the next century of community philanthropy, the world is changing dramatically. What threats and challenges will community foundations face in the next century? Changing media, new technologies, and demographic shifts all effect the way our communities operate. Hear from foundation leaders looking to harness these transformational trends to strengthen our society for the future.
Speaker(s): Alberto Ibargüen, President and CEO, John S. & James L. Knight Foundation; Vikki Spruill, President and CEO, Council on Foundations
12:30 p.m. - 1:30 p.m.
–Lunch Salon - Not Your Grandfathers' Community Foundation ?
Room 25ABMuch has been written about the history of U.S. community foundations, but up until now there has been no historical research to back it up. Eleanor Sacks has been working to fill this gap. Her forthcoming book, Community Foundations in the United States: Their Origins, Growth and Development from 1914 to the Present, will hold surprises for many and overturn much of what we thought we knew about our own history. In this session you will learn why Frederick Harris Goff started the first community foundation; the marketing strategies he used to sell his concept ; how the pioneering community foundations came together as a movement and the challenges they faced as the movement grew.
Speaker(s): Eleanor Sacks, Visiting Scholar, The Indiana University Lilly Family School of Philanthropy
12:30 p.m. - 1:30 p.m.
–Networking Lunch
Mingle with your colleagues or continue your learning experience with a Learning Lab from 12:45 - 1:15 p.m. Lunch buffetts will be located in Community Central.
12:45 p.m. - 1:15 p.m.
–Learning Lab - Effective Use of Measurement to Assess Need & Monitor Outcomes
Measure what matters -a common foundation of data and a shared understanding of strengths and challenges spurs community collaboration and drives change. CGR has mastered the craft of credible, cost effective assessment. Learn how to tell your story and assess progress toward your goals.
Provided by: Center for Governmental Research
Location: Community Central
2:00 p.m. - 5:15 p.m.
–Deep Dive - Giving Days: What’s Working , What’s Not, and the Future for Online Giving Campaigns
Junior Ballroom ABetween Giving Days and #GivingTuesday, community foundations are increasingly organizing online giving campaigns to turn more people into philanthropists. Now with several years of experience and hundreds of millions raised, what have we learned? This Deep Dive will provide both Giving Day veterans and relative newcomers valuable lessons they can implement in their own communities.
2:15 p.m. to 3:15 p.m.: Tales from the Trail: What Trial and Error Has Taught Us How can we best use social media to drive a campaign? What kind of prizes actually work? What's the best way to engage new donors? To choose a technology partner? In this round of fast-paced lightning talks, community foundations will share actionable insights from one aspect of their campaign. In addition, Knight Foundation will share its finding from a survey of 18 Giving Days across the country, and Henry Timms, founder of #GivingTuesday, will offer his thoughts on how local funders can benefit from and best plug into what has become one of the biggest days of giving nationally.
3:15 to 4:15: The Giving Day Peer Learning Exchange Because we often learn best from our peers, participants will break up into small discussion circles, each focusing on an important aspect of Giving Days. Facilitators will stoke the discussion, then report back to the larger group on the main takeaways.
4:15 to 5:15: Sustainability -- and the Future With a few Giving Days under their belts, community foundations are beginning to ask how they can ensure these campaigns are financially sustainable. And some are beginning to experiment, by cutting costs, raising fees for nonprofit participants, or even using the Giving Days as a way to increase their funds under management. Our panelists look at the future of Giving Days and what these campaigns can ultimately mean for the future of community foundations.
Speaker(s): Michael Batchelor, President, The Erie Community Foundation; Keith Burwell, President & CEO, The Toledo Community Foundation; Anna Dilernia, Assistant, John S. & James L. Knight Foundation; Victoria Fear, Programs Officer, The Miami Foundation; Lori Finch, Vice President, Community Giving, KIMBIA; Carol Goglia, Senior Director of Communications, Communities Foundation of Texas; Beth Kanter, CEO and Author, Beth's Blog; Janell Kaplan, Director of Donor Engagement, The Miami Foundation; Liz Kip, Manager of Community Philanthropy, ; Mari Ellen Loijens, Chief Business, Development and Brand Officer, Silicon Valley Community Foundation; Gretchen Minekime, Vice President of Communications, The Community Foundation Serving Boulder County; Dana Nelson, Executive Director, GiveMN; Bahia Ramos Synnott, Program Director, Arts, John S. & James L. Knight Foundation
2:00 p.m. - 5:15 p.m.
–Deep Dive - Scholarships, Fellowships and Student Loan Forgiveness
Junior Ballroom BThe need for scholarships and other assistance has never been greater as student loan debt has doubled since 2007, leaving many to think it is poised to be the next financial crisis. Community foundations play a vital role in helping students attend college by providing scholarships, fellowships and in some cases, student loan forgiveness programs. This session will open with Council attorneys Suzanne Friday and Lara Kalwinski reviewing the legal requirements and IRS guidance that community foundations must follow to administer scholarships including the complicated rules applicable to employer-sponsored scholarships.
Next, David Lindberg, Chief Financial Officer of the Council of Michigan Foundations and Randy Maiers, President of the Community Foundation of St. Clair County (MI) will discuss how a group of community foundations in Michigan have been exploring the option of providing scholarships to graduates that return to their local community. The purpose of the scholarships would be to pay off student loans. Mr. Lindberg will also explain how the Detroit law firm Clark Hill researched the legal issues and provided an opinion supporting this type of scholarship program under the right conditions.
Finally, Susie Nelson, Executive Director of the Community Foundation for the Ohio Valley and Judy Sjostedt, Executive Director of the Parkersburg Area Community Foundation will discuss how they partnered to create the Civic Leaders Fellowship Program. This grant-funded program provides paid internships to college students in their field of study within their region. The students work for six weeks and convene one day a week for leadership and community training. The goal behind the program is to show these young people that there are good job opportunities in their home communities. Attorneys Friday and Kalwinski will also explain the tax implications and legal issues associated with this type of program.
Session Materials :
- Supplemental Materials
- Evaluation
- Scholarships, Fellowships and Student Loan Forgiveness Materials
- PowerPoint 1 -Legal Background
- PowerPoint 2 - Reverse Scholarships
- PowerPoint 3 - Case Study: The Civic Leaders Fellowship
Speaker(s): Suzanne Friday, Senior Counsel and Vice President of Legal Affairs, Council on Foundations; Lara Kalwinski, Executive Director of National Standards and Senior Counsel, Council on Foundations; David Lindberg, Chief Financial Officer, Council of Michigan Foundations; Randy Maiers, President, Community Foundation of St. Clair County; Susie Nelson, Executive Director, The Community Foundation for the Ohio Valley, Inc.; Judith Sjostedt, Executive Director, Parkersburg Area Community Foundation
2:00 p.m. - 3:15 p.m.
–Engaging Next Gen Donors: Enhancing Today’s Strategies for Tomorrow’s Donors
Room 25ABIt's a fact that the NextGen donor is a segment of the field we are all trying to engage. In this session, we will outline some of the newest national research and studies on NextGen donors and discuss charitable behaviors of today's generations (Gen X, Gen Y, Boomers, and Matures). Come ready to engage and share best practices, and leave with tools to assist with developing peer learning of NextGen donors.
Speaker(s): Erin Scott, , The Columbus Foundation; Jennifer Touchet, Director of Family Philanthropy, Greater Houston Community Foundation
2:00 p.m. - 3:15 p.m.
–Global Perspectives for Local Action
Room 25CJoin us in this session as we discuss community philanthropy experiences and strategies from global practice. We will highlight practices that consciously seek to be reflective by identifying community priorities, involving new community members, and engaging the next generation in community-based, locally funded, secular philanthropy. The focus is on community action and the development of strategic thinking through engagement with secular place-based grantmaking institutions, including community foundations, social funds, and other organizations.
Speaker(s): Akira Barclay, Grantmaker and Community Philanthropy Specialist, ; Anderson Giovani da Silva, CEO , ICom - Instituto Comunitario Grande Florianopolis
2:00 p.m. - 3:15 p.m.
–Hand-in-Hand: Development and Finance Together for Growth
Exhibit Level Room 21Hear examples of shops where the Development and Finance departments work together successfully on donor calls as a matter of policy. Share your experiences on the benefits of this partnership in this interactive session. Learn how integrating this type of joint involvement on a regular basis can help increase donor satisfaction, reduce internal miscommunications, and really push your donor service to the highest level possible.
Continuing Professional Education (CPE)
Session participants can earn 1.5 CPE credits in Specialized Knowledge and Applications field of study. This session has no prerequisites and requires no advanced preparation.
Learning Objectives:
- Learn how to incorporate the Development/Finance partnership in your organization
- Discuss the importance of collaborating internally, as much as we do externally
- Increase efficiencies in your organization while simultaneously raising the level of donor service
Program Level: Basic or Intermediate
Delivery Method: Group-Live
The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Speaker(s): Yvonne Maher, Vice President for Development and Donor Services, The Pittsburgh Foundation; Cheryl McKenna, Chief Financial Officer, Community Foundation of Lorain County; Paul Velaski, Chief Operating Officer/Chief Financial Officer, Silicon Valley Community Foundation
2:00 p.m. - 3:15 p.m.
–Harnessing Encore Talent for Addressing Society’s Challenges and the Opportunity for Community Foundations
Exhibit Level Room 22Individuals age 50 bring a wealth of experience raising families, building careers, and navigating life's challenges. Many are deciding what to do for their Encore--work in the second half of life combining personal meaning and social impact. Conversely communities need added resources to help them address chronic social challenges. Foundations operate at the nexus and have the opportunity to support their communities gaining benefit from this experienced natural resource. Join this session featuring the visionary leader behind Encore in a discussion with foundation leaders on the integral role that community foundations have played in strengthening local human capital and created a multiplier effect in terms of impact.
Speaker(s): Stacey Easterling, Program Excutive, Ageing, The Atlantic Philanthropies; Robert Eckardt, Executive Vice President, The Cleveland Foundation; Marc Freedman, Founder/CEO, Encore.org; Marlene Spalten, President & CEO, Community Foundation of Tampa Bay, Inc.
2:00 p.m. - 3:15 p.m.
–Know & Go Sessions
Exhibit Level Room 232:00pm - 2:20pm FRED Talk
Building the Board of Your Dreams: More and Better Trusteeship in the 21st Century
Essex County Community Foundation (ECCF) has developed a comprehensive and highly successful Center for Nonprofit Excellence to foster expert trustees and high-functioning boards. The County's 2500 nonprofits that need at least 20,000 trustees, and ECCF is helping to support a leadership pipeline that fills those roles. There is little in the civic or professional life of most people that prepares them well for governance, fiduciary responsibility, compliance, strategy, succession, sustainability, vision, or other elements of the public trust for which they find themselves responsible. Visible community needs and tangible philanthropic opportunities go unmet because leadership is not always up to the challenge.
Speaker: David Welbourn, President & CEO, Essex County Community Foundation
2:25pm - 2:40pm Peer Share
A Public Private Partnership That Transforms a Community
In January, 2012, the Mayor and City Council, in response to city staff's recommendation, asked the Community Foundation of Greater Greensboro to convene a community-wide task force. The group would study the economic feasibility of building a new performing arts center, the economic impact of a downtown location, the business model necessary for successful operations, and how to finance its construction. An 82-member task force was created representing all segments of the community, as well as proponents and opponents to the project. An objective analysis of the community's performing arts needs was professionally done and convenings of businesses, citizens, and local arts groups were held. The findings were used to develop a community-based recommendation back to City Council. This part of the project, Phase I, was privately funded and involved thousands of citizens. All meetings were open to the public and media coverage was extensive. It evolved into one of the largest community conversations in the City's history. Join us to learn more about this public-private partnership in the works.
Speaker: H. Walker Sanders, President, Community Foundation of Greater Greensboro, Inc.
2:45pm - 3:00pm Peer Share
Stand for Your Mission: A Campaign to Unleash the Power of Board Advocacy
Nonprofit organizations and their boards are often hesitant to use advocacy as a lever for postive impact, despite the fact that their missions are being directly impacted by the public policy decisions that are being around them. Community Foundations have an important role to play in changing the culture around advocacy, by sending a clear signal to nonprofit organizations and their boards about the power and potential of advocacy to create postive change.
Speaker: Anne Wallestad, President & CEO, BoardSource
3:05pm - 3:15pm FLASH Learning
Global Storytelling - Kenya Community Development Foundation
Come hear from international community foundations.
Session Materials :
2:00 p.m. - 3:15 p.m.
–Media Deserts Project: Addressing Community News and Information Needs
Exhibit Level Room 11Since 2008, more than 120 newspapers have ceased operation in communities across America. Too many issues that once came to the public's attention through newspapers are now fragmented across media and platforms - if covered at all. As a result, the ability of local residents to be informed and engaged with their neighborhoods, schools and community organizations has become more difficult. This session will introduce The Media Deserts Project, which takes a new approach to visualizing affected geographies and engaging community foundations in solving community news and information needs. Participants will learn hands-on activities that mirror strategies for seeding community conversations to develop localized media innovations. Learn how community foundations are taking leadership roles in developing local solutions and how you can make a difference.
Speaker(s): Michelle Ferrier, Associate Dean for Innovation, Scripps College of Communication, Ohio University; Michelle Ferrier, Associate Dean for Innovation, Scripps College of Communication, Ohio University; Peggy Holman, Executive Director and Co-founder, Journalism That Matters
2:00 p.m. - 3:15 p.m.
–Once in a Century Opportunity: How to Market Community Foundation Centennials
Room 26ABAre you planning your community foundations' centennial celebration? Come join us as we cover key elements in how to market your campaign message. You will hear from community foundation leaders who will share best practices in marketing their celebrations of 100 years of community philanthropy.
Speaker(s): Allison Carney, Community Manager, ; Jessica David, Vice President of Strategy and Community Investments, Rhode Island Foundation; Kathryn Dunn, Vice President, Community Investment, Greater Milwaukee Foundation; Cheryl Hughes, Senior Director of Strategic Initiatives , The Chicago Community Trust; Michael Murphy, Chief Marketing Officer, The Cleveland Foundation
2:00 p.m. - 3:15 p.m.
–Telling Powerful Stories to Engage the Community
Exhibit Level Room 10Communicating the mission and vision of a community foundation is essential to success. We have so many good stories but we don't understand how to share them. This session focuses on implementing the fundamental techniques of storytelling to engage your listener from the very first sentence. Jeff Polish, Executive Director of The Monti and business consultant, will teach very simple techniques and principles that will make the listener care deeply about what is being said. Attend this lively session and learn to untrap your foundation's stories of giving and impact.
Speaker(s): Jeff Polish, Founder and Executive Director, The Monti
2:00 p.m. - 3:15 p.m.
–Understanding the Impact: Learning from Evaluating Place-Based Work
Room 26CCommunity foundations are often investing in a variety of initiatives and organizations to achieve community-wide change. This work is often complex, long term, and can take many forms. This makes it difficult for grantmakers to measure changes that occur at the community-wide level. At the same time, community foundations are increasingly focused on the use of data, performance measurement, and evaluation for learning to assess progress and understand the impact of their contributions.
This session will share examples of the ways community foundations engage with grantee organizations and community stakeholders to learn over the course of community change efforts. It will explore the types of outcomes place-based funders strive for, as well as the different ways they seek to gauge progress and impact. Using an interactive format, participants will learn about the efforts of peers as well as contribute their own experiences in order to build collective knowledge.
Session Materials :
Speaker(s): Heather Peeler, Vice President of Member & Partner Engagement, Grantmakers for Effective Organizations; Carrie Pickett-Erway, President & CEO, Kalamazoo Community Foundation; Renee Wizig-Barrios, Sr. VP & Chief Philanthropy Officer, Greater Houston Community Foundation
2:00 p.m. - 3:15 p.m.
–Washington Update: Tax Reform in the Next Congress
Exhibit Level Room 20What's happening on Capitol Hill that could impact community foundations? What is - and is not - on the radar screen in Washington and how will the midterm elections influence the remainder of the year? Will Congress ever renew the tax extenders - including the IRA charitable rollover? Will anything come of the America Gives More Act? Come hear how the decisions being made in the nation's capital affect the work you do in your community and what you can do about it!
Momentum is building for a major overhaul of our tax code, and it is imperative for philanthropic organizations to weigh in on the conversation. In February, House Ways and Means Committee Chairman Dave Camp (R-MI-4) released a tax reform discussion draft, with many proposed changes that would have a direct bearing on individuals' giving incentives as well as the way in which tax-exempt organizations go about their business. Among those propsals is a mandatory 5-year payout of donor advised funds. Come discuss the steps the Council is taking to ensure that this troubling provision doesn't become law, what we could do differently, and how you can help. And, hear from our panel of D.C. insiders as they dive into what the environment for tax reform in the lame duck session of Congress and beyond.
Speaker(s): Matthew Dolan, Director, The Federal Policy Group, LLC; Katherine LaBeau, Policy Director & Counsel, ; Sue Santa, Senior Vice President of Public Policy and Legal Affairs, Council on Foundations
3:15 p.m. - 4:00 p.m.
–Break in Community Central
Grand Ballroom FoyerTake a breather before the next round. Know & Go speakers will be around to chat about FRED Talks and FLASH presentations and Learning Labs will be available in Community Central.
3:15 p.m. - 12:00 a.m.
–Learning Lab - A New Approach to an Old Concept – Improving Investment Policy by Refining Risk Management
How do you define risk? Is your definition the same as others around the Investment Committee table? Committees sometimes fail to reach consensus on their institution-specific definition of risk, and may make decisions in reaction to market events that in retrospect were ill-timed. How can Committees prioritize risk concerns? How do we codify these beliefs? How often are they to be revisited? How can we manage expectations during unexpected events?
Provided by: Mercer
Location: Community Central
Session Materials :
4:15 p.m. - 5:15 p.m.
–Building Sustainable Cities: Role of Community Foundations in a Global Context
Exhibit Level Room 12Cities have become stages on which the major forces of societal change are played out most powerfully. The well-being of a largely urban world will depend on our ability to harness the positive current of these mega-trends - in a way that is inclusive, engaging, equitable and respectful of all. Foundations are key actors in the urban sustainability agenda - around the world, they support citizens and civil society organizations in designing solutions for urban challenges as well as in shaping the future of their cities. This session will explore how community foundations contribute in advancing urban sustainability today and how, through their work in the communities, can help shape the future global sustainable development agenda.
Speaker(s): Felix Dodds, Special Advisor, Communitas Coalition; Neal Hegarty, Vice President, Programs, Charles Stewart Mott Foundation; Lillian Kuri, Program Director for Architecture, Urban Design and Sustainable Development, The Cleveland Foundation
4:15 p.m. - 5:15 p.m.
–Investing in People: Place Based Strategies for Nurturing Diverse Leadership
Exhibit Level Room 11Over the last decade, community foundations have deliberately worked to grow, catalyze, and network effective leaders from diverse sectors to address root causes of inequity and build thriving economies. We have come a long way and still have a lot to learn. Come learn from three community foundations in Northern New England who are each creatively engaging and working to nurture pipelines of leaders in various regions of the Northeast. See how they have partnered with communities, woven principles for effective engagement and network leadership into programming, and are seeing the impact of intentional leadership development.
Speaker(s): Meredith Jones, President and CEO, Maine Community Foundation; Jen Peterson, Vice President for Program and Grants, The Vermont Community Foundation; Kirsten Scobie, Director, New Hampshire Charitable Foundation
4:15 p.m. - 5:15 p.m.
–Investment Performance and Strategy
Building a resilient investment strategy and ensuring strong performance is key to a community foundation's ability to serve grantees, attract donors, and ultimately to fulfill its mission. This rich discussion among investment professionals will help inform the complex investment decisions that community foundation leaders must make. Survey research reveals the field's collective performance results and asset allocation strategies over the past couple years, and it signals what future trends are being forecasted. Hear how some of the top performing community foundations approach their investment strategies, no matter their size or focus.
Continuing Professional Education (CPE)
Session participants can earn 1 CPE credit in Finance (Asset Management) field of study. This session has no prerequisites and requires no advanced preparation.
Learning Objectives:
- Learn about recent trends in investment, spending and governance at community foundations.
- Learn how these trends differ among the community foundations of varying sizes covered in the FY2013 Commonfund Benchmarks Study of Community Foundations.
- Participate in a facilitated discussion led by William Jarvis which will probe into similarities and differences between institutions with respect to these trends.
Program Level: Intermediate
Delivery Method: Group-Live
The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Session Materials :
Speaker(s): William Jarvis, Executive Director, Commonfund
4:15 p.m. - 5:15 p.m.
–Know & Go Sessions
4:15pm - 4:35pm FRED Talk
On the Table: Finding Solutions to Issues through Community Dialogue
This session will present a model for civic engagement drawing from The Chicago Community Trust's largest public facing initiative - On the Table. To commemorate its 99th anniversary, the Trust invited thousands of Chicagoland residents to discuss how to collaboratively build and maintain strong, safe and dynamic communities. The imaginative public square was designed to generate new ideas, inspire bold solutions, and cultivate relationships to improve communities throughout the region. The Trust engaged over 11,500 residents - including all local media - in nearly 1,100 conversations. Every Chicagoland neighborhood and residential zip code in the city, as well as 11 area counties were represented. As a lead up to its 100th anniversary, the On the Table conversations provided a forum to explore what it means to be part of a community in the 21st century and inform the Trust's work to improve the quality of life of the region and its residents.
Speaker: Cheryl Hughes, Senior Director of Strategic Initiatives, The Chicago Community Trust
4:40pm - 4:55pm Peer Share
Community Impact Funds - Lessons from the Field
This Peer Share will reflect on the successes and challenges of Community Impact Funds through a case study of the Greater Houston Community Foundation's Strategic and Homelessness Funds. Community Impact Funds offer donors a way to give together in a focused, strategic way to make a significant difference on an issue. Each Community Impact Fund is unique, but what they all hold in common is that they are donor-driven. These funds are great donor engagement tools as donors form a learning community and engage in strategic giving and venture philanthropy. Through this reflection we will engage participants in discussion and brainstorming sessions on best practices and innovative ideas for creating and sustaining community impact funds.
Speaker: Renee Wizig-Barrios, Senior VP & Chief Philanthropy Officer, Greater Houston Community Foundation
5:00pm - 5:05pm FLASH Learning
Global Storytelling- Comunalia - Alianza de Fundciones Comuntarias de Mexico
Come hear from international community foundations.
Session Materials :
4:15 p.m. - 5:15 p.m.
–Local Issues. Local Solutions. Communicating the Value of Community Foundation Donor Advise Funds
Room 25ABThe future of Donor Advised Funds (DAFs) may be in jeopardy, due to a proposed tax bill.
DAFs are a unique investment tool for communities across the country, yet DAFs are misunderstood. The recent Urban Institute Donor Advised Fund Survey demonstrates the value of DAFs on a number of levels. As the survey results clearly show, DAFs can enhance a community foundation's discretionary grant making and facilitate a donor's engagement with his or her community. Yet, the future of DAFs depends largely on how we communicate their value.
This session will discuss how we individually and collectively communicate the value of DAFs in our communities. We will discuss how our communications and donor services teams can work together to collect and share these important stories. Together, we can convey how community foundations facilitate local solutions to the causes and issues that matter most.
Speaker(s): Rebecca Arno, Director, Barton Institute For Philanthropy and Social Enterprise; Keith Mahoney, Vice President of Communication & Public Affairs, The Boston Foundation; Lesley Martinelli, Senior Director of Donor Services, The Dallas Foundation; Sue Santa, Senior Vice President of Public Policy and Legal Affairs, Council on Foundations
4:15 p.m. - 5:15 p.m.
–Our Movement. Our Moment. Canada's Focus on Collective Impact and Action
Exhibit Level Room 20For the past three years Canada's community movement has been focused on harnessing the collective impact of the country's 191 community foundations. Canada's community foundation movement is exploring collective action and impact on multiple levels. Initiatives range from brand building via its first national awareness campaign to mobilizing community knowledge via Vital Signs then acting on that research through shared value partnerships in areas like youth and sport. This session will explore how community foundations are navigating local priorities with national opportunities and the work that's taking place to find common ground and shared benefit.
Speaker(s): Terry Cooke, President and CEO, Hamilton Community Foundation
4:15 p.m. - 5:15 p.m.
–Outside the Lines: Foundations' Role in Reinventing Public Education in Cleveland
Exhibit Level Room 21In 2006, the Cleveland Foundation and The George Gund Foundation embarked on a joint strategy to reinvent public education in Cleveland. The two foundations partnered with the Cleveland Metropolitan School District (CMSD) and high-performing charter schools to create a portfolio of excellent schools in Cleveland, autonomous in their operations and accountable for student success. This strategic initiative resulted in the creation of 14 new, semi-autonomous district innovative schools and ten high-performing charter schools working in partnership with the district.
The promise of these newly created schools compelled the development of Cleveland's groundbreaking Plan for Transforming Schools in 2012. Commissioned by Mayor Frank Jackson, the plan was developed by the CMSD, the Cleveland and George Gund foundations, Greater Cleveland Partnership, Breakthrough Charter Schools, and the mayor's staff. The goal of the Cleveland Plan is to ensure every child in Cleveland attends a high-quality school and that every neighborhood has a multitude of great schools from which families can choose.
Landmark legislation to support the Cleveland Plan was signed into law in July 2012. In November 2012, Cleveland voters demonstrated their commitment to the plan by voting for the largest levy in the city's historythe first to share revenue with partnering charter schools. Five new schools are opening this fall and other important reform initiatives are underway. This session will provide the background, context, lessons, and outlook for the work ahead. See why Cleveland is small enough to make it work and large enough to make it matter.
Speaker(s): Eric Gordon, CEO, Cleveland Metropolitan School District; Shana Marbury, General Counsel and Vice President, Strategic Initiatives and Research, Greater Cleveland Partnership; Ann Mullin, Senior Program Officer, Education, The George Gund Foundation; Helen Williams, Program Director for Education, The Cleveland Foundation
4:15 p.m. - 5:15 p.m.
–Philanthropy, Accountability, and Community: A Conversation
Room 26CIn a new Kettering Foundation/Philanthropy for Active Civic Engagement (PACE) report on the topic of transparency and accountability in the field of philanthropy, philanthropic and nonprofit leaders describe an alternative understanding of "accountability" that is based on relationships rooted in respect and clarity. The report suggests that the implications of this understanding ought to be the subject of conversation across the sector, as it responds to the accountability movement.
Report author Brad Rourke, program officer at the Kettering Foundation, and Christopher Gates, former Executive Director of PACE and the new president of the Sunlight Foundation, will describe the report and lead a discussion addressing questions raised by the report including: How public are philanthropic dollars? What is the obligation of philanthropy to the community and fields it funds? Does the increasingly 'public' role of philanthropy change the equation? How can we add clarity and context to transparency? What is our responsibility for showing impact? How can we improve our working relationship with citizens and demonstrate respect?
Session Materials :
Speaker(s): Christopher Gates, Senior Advisor, ; Kevin Murphy, President, Berks County Community Foundation; Brad Rourke, Program Officer, Kettering Foundation
4:15 p.m. - 5:15 p.m.
–What Does Your Community Care Most About: Using Design Thinking in Philanthropy
Exhibit Level Room 22Design thinking is successfully used by companies like Idea and Coopers Union to help develop desired solutions and build products and experiences. How can philanthropists borrow from those practices to identify the problems their community cares about and the solutions that motivate them? Marnie Webb, CEO of Caravan Studios, will describe the community design process that she and her team have developed and deployed. This process has resulted in successful projects like SafeNight - an app that helps provide urgently needed shelter for domestic violence and human trafficking survivors - and Range - a mobile app that shows the nearest place for a youth to get a free summer meal.
Their five step design process - Generate, Design, Select, Build and Use - emphasizes genuine listening, collaboration, and most important, a process that allows community members to be engaged in problem identification and solution development. In practice, this results in better and more targeted programs. It also provides multiple opportunities to educate community members about a wide array of resources within their community. In this session, participants will overview the process, determine opportunities to deploy it, and understand the resources necessary to implement in their communities. Participants will also leave with a wide variety of learning resources for future reference.
Speaker(s): Marnie Webb, CEO, Caravan Studios, NGOsource/Techsoup Global
5:30 p.m. - 6:30 p.m.
–Break in Community Central
Grand Ballroom FoyerTake a load off in Community Central or continue the conversation after a great first day of conference activities but don't be late for the networking reception at the Cleveland Museum of Art!
6:00 p.m. - 9:00 p.m.
–Networking Reception at the Cleveland Museum of Art
The extensive collection of the Cleveland Museum of Art will serve as the backdrop for the Fall Conference's Monday evening reception. You'll have the opportunity to mingle among a wide range of art works from around the world.
Please note: buses to this event will depart from the Westin, Renaissance and Marriott hotels only. Tickets can be purchased to attend just this event.
Tuesday, October 21
7:30 a.m. - 8:30 a.m.
–Networking Breakfast
Grand Ballroom FoyerEnjoy breakfast with your fellow attendees and prepare for the morning plenary. Also available: a Learning Lab in Community Central from 8:00 - 8:30 a.m.
8:00 a.m. - 8:30 a.m.
–Learning Lab - Effective Use of Measurement to Assess Need & Monitor Outcomes
Measure what matters - a common foundation of data and a shared understanding of strengths and challenges spurs community collaboration and drives change. CGR has mastered the craft of credible, cost effective assessment. Learn how to tell your story and assess progress toward your goals.
Provided by: Center for Governmental Research
9:00 a.m. - 10:30 a.m.
–Morning Plenary - The Changing World of Community Foundations: What To Learn from It and How To Embrace It
Grand BallroomJoin the Monitor Institute on a learning journey where you will have a chance to explore the evolving roles of community foundations and strategize for the future of your foundation. Based on Monitor's Institute's year-long innovation and design research to help community foundations, this session will utilize the most cutting edge thinking to inform your work. Engage in a strategy session with your peers as we challenge old assumptions about how community foundations work and imagine what can be for the future.
Speaker(s): Gabriel Kasper, Managing Director, Monitor Institute
10:30 a.m. - 11:00 a.m.
–Break in Community Central
Grand Ballroom FoyerGear up for a Roles Workshop by taking a break in Community Central.
11:00 a.m. - 12:15 p.m.
–Workshops Based on the 10 Roles of Community Foundations
Expanding Financial Capacity
Nebraska Community Foundation
Room 26AB
Asour country continues to change and wealth shifts, how do community foundations think about expanding financial in new, innovative and relevant ways? In 2002, the Nebraska Community Foundation conducted the nation's first ever county-by-county study of the intergenerational transfer of wealth and has conservatively estimated that more than $600 billion will transfer from one generation to the next in Nebraska within 50 years. Join Richard Walters, Board Chair, Nebraska Community Foundation, as he shares their work pioneering a decentralized, community-based system whereby volunteer affiliated fund leaders are reaching out to their friends and neighbors to share the good news of this incredible abundance and asking them to actively participate in building their community by contributing their time, talent and treasure. Nearly 1,800 volunteer affiliated fund leaders are raising, endowing and reinvesting more than $220 million over the past 20 years. Combining benevolence and reinvestment with community leaders who call the shots is changing the way everyone is thinking about and talking about the future of Nebraska's hometowns.
Advocating
Galesburg Community Foundation
Room 21
Although often seen as a less traditional and sometimes controversial role, advocacy plays a critical role for our work-- whether it be making the case for an organization/initiative or enhancing policy to serve the greater good. This session represents a special opportunity to explore this topic with Josh Gibb, Executive Director, Galesburg Community Foundation. In conversation with Gibb, learn about the impact advocacy has had in the Galesburg community as well as what it takes to build advocacy efforts for community foundations.
Deploying Financial Capital
The Greater Cincinnati Foundation
Room 26C
Although grantmaking is a traditional core function of community foundations, there are growing and diverse approaches to deploy financial capital to compliment this core function. In particular, impact investing has taken off as a fresh and compelling approach to invest in communities and has increasing resonance with donors. Join Kathy Merchant, CEO/President, The Greater Cincinnati Foundation, for an interactive session focused on lessons learned about how they developed their mission investment strategy. As pioneers in this field with a diverse portfolio of current investments, come learn first hand about the do's and don'ts for community foundations.
Community Planning
Community Foundation of Greater Des Moines
Room 22
Working effectively with community is a critical role that requires skill, strategy and practice. In this session, Kristi Knous, President of the Community Foundation of Greater Des Moines, will focus on the integral role community foundations can play in community planning. The Community Foundation of Greater Des Moines led efforts to engage its region in a comprehensive planning process that spurred the development of the five-year regional plan, Capital Crossroads. Knous will lead an interactive discussion where participants can think through their role in community planning and how this work can position their community foundation as a critical community leader and partner.
Financial and Donor Services
The San Francisco Foundaiton
Room 11
Changing demographics are forcing community foundations to think differently and creatively about attracting, working and engaging with donors. This shifting competitive landscape is causing community foundations to define more clearly their unique value propositions to differentiate themselves from other organizations. During this session, learn with Ruben Orduna, Vice President, Philanthropic Services from The San Francisco Foundation about best practices to work more effectively with donors, provide the right combination of services including education as well as connecting donors with one another and managing their diverse requests.
Building Capacity
Nonprofit Capacity Building
Room23
Join John Kobara, EVP and COO of the California Community Foundation, for a lively discussion around how to build nonprofits' capacity to deliver on the promise to their local communities. The California Community Foundation has a long history of using nonprofit capacity building as a part of its organizational strategy and has learned many lessons from their work. During this session, participants will have the opportunity to explore different approaches to capacity building as well as take advantage of the wisdom from the California Community Foundation's lessons learned.
Building Capacity
Cultural Competency
Room 25AB
Long term community impact requires community engagement and ownership. Are your nonprofit partners capable of working in a culturally competent way to meet the needs of local communities? During this session, learn with Rebecca Arno, Vice President of Communications from The Denver Foundation, who will share their efforts on developing the leadership skills and talents of individuals as a part of their targeted capacity building strategy. In particular, Arno will focus on the Foundation's efforts to develop the leadership of local residents through its Resident Leadership Institute and how they help build the capacity of nonprofit organizations to address issues of race and equity. Attendees will have the opportunity to discuss and share ideas about how to build the capacity of their community.
Sharing Community Information
Hamilton Community Foundation
Room 20
What data can you trust? What is truly happening in your community? The role of information collecting, sharing, and using data strategically is critical in this ever changing, faster world in which we live. Community foundations, as trusted community institutions, have a unique opportunity to be stewards of community data. During this workshop, Terry Cooke, President and CEO, of Hamilton Community Foundation, Ontario, Canada's first community foundation shares insights from their Vital Signs work, a citizen's report of the quality of life in Hamilton. How and why did they create this report, how are they using it to drive their work and how can your organization think about playing a similar role are specific topics to be covered.
Aligning Action
Ann Arbor Area Community Foundation
Room 25C
The return on community investment is higher when philanthropic efforts are aligned and yet alignment is often easier said than done. Join Neel Hajra, COO and Vice President of the Ann Arbor Community Foundation, as he shares his perspective and insights about creating aligned action. In particular, Hajra will share his lessons learned from the Foundation's work building and coordinating the highly successful public-private partnership among six local funders who worked with local health and human service agencies to strengthen the social safety net in Washtenaw County.
Engaging the Community
Residents as Partners: Expanding Your Role and Your Imapct - Part 1
Junior Ballroom A
Heard the buzz about community foundations that are strengthening their communities by working alongside residents to identify community challenges and build solutions together? Are you facing your own breakthroughs and roadblocks as you move more deeply into the community? Then join us for this session that will highlight the experiences of eight community foundations that spent a year together as part of the 2013-14 Resident Engagement Community Leadership Network (CLN). The CLN grew out of the CFLeads Cultivating Community Engagement Panel's Call to Action that urged community foundations to work more closely with residents as partners in order to deepen their impact. At this session, you'll find motivation from the experiences of the foundations that participated in the CLN. You'll also receive three new publications from CFLeads: a report citing lessons learned, a collection of stories from the field and a guidebook to explore your readiness.
12:15 p.m. - 12:45 p.m.
–Learning Lab - Generating ROI through Technology, Part 1: The Key Empirical Findings of The 2014 Donor Experience Study
Lead by Ann-Marie Harrington, President and Founder of Embolden, and Laura McKnight, former CEO of Greater Kansas City Community Foundation. This lab will focus on the 6 key findings from the 2014 Donor Experience Study conducted by Mulberry South, in addition to a discussion around how these findings can lead to real impact (or ROI) on the donor experience through technology.
Provided by: Crown Philanthropic Solutions and Embolden
12:30 p.m. - 1:30 p.m.
–Networking Lunch
Mingle with your colleagues or continue your learning experience with a Learning Lab from 12:15 - 12:45 p.m. A lunch buffett will be located in Community Central.
12:30 p.m. - 5:00 p.m.
–Site Session: A Changing Landscape: Access, Research and the Future of Health Care
Cleveland, renowned for its cutting-edge health care infrastructure, is not immune from the rapid changes that are affecting every sector of the industry. Unique programs and partnerships are addressing the changing environment from every angle, including early-career training, local workforce support through provider education, unique health access initiatives, and industry-leading research innovations. On this learning tour, we will gain an understanding of Cleveland's most innovative and iconic public health organizations and programs, guided by program leaders and their philanthropic partners.
This tour will include visits to The MetroHealth Mobile School Clinics & Care Alliance Health Center, and other hospitals and clinics showcasing Cleveland's Healthcare Infrastructure and dedication to Medical Education and the Future of Health Care.
For more information and to pre-register for this free site session, please visit the Site Sessions page.
12:30 p.m. - 5:00 p.m.
–Site Session: From Vision to Transformation: How the Arts Can Drive Community Change
Three Cleveland cultural organizations have led the transformation of the physical appearance, the economic heart, and the lifeblood vibrancy of their formerly depressed city neighborhoods. A social-justice-focused progressive theater, a contemporary art museum and a major entertainment and theater complex have each been the visionary and the catalyst for the unlikely, but now commonplace partnerships and collaborations that are changing the face of Cleveland. Cleveland Public Theatre and the Gordon Square Arts District in a west side inner-city neighborhood, the Museum of Contemporary Art and the multi-anchor institution collaboration in the Uptown neighborhood - home to Cleveland's cultural, health care and educational anchor institutions, and the historic downtown PlayhouseSquare theatre district, are changing how people live, work, and play in Cleveland.
This tour will include insights from Raymond Bobgan, Executive Artistic Director, Cleveland Public Theater, Matt Zone, Cleveland City Council, Jill Snyder, Director, The Museum for Contemporary Art, Tom Einhouse, Director of Playhouse Square Development, and Art Falco, CEO Playhouse Square.
For more information and to pre-register for this free site session, please visit the Site Sessions page.
12:30 p.m. - 5:00 p.m.
–Site Session: Land Use as a Connector and Economic Driver
Like many urban centers and industrial towns, Cleveland has been challenged in recent decades by drastic population declines and a surplus of vacant urban land. The great recession and foreclosure crisis have exacerbated the problem and restricted resources available to address urban blight. In Cleveland, public and private entities have worked together to transform vacant land and promote sustainable economic development. On this tour you will see outcomes of these collaborative efforts and learn about the role philanthropy can play in the effort to creatively re-use land in order to spur economic growth.
This tour will include visits to Rivergate Park, a 2.8 acre parcel of land in the center of Cleveland's Flats District, Evergreen Cooperative & Green City Growers and Cleveland's MidTown District.
For more information and to pre-register for this free site session, please visit the Site Sessions page.
12:30 p.m. - 5:00 p.m.
–Site Session: Philanthropy’s Role in Changing the Landscape of Out-of-School Time Programs
In 2008, the Cleveland Foundation and its community partners rolled out My Commitment, My Community (MyCom), a youth development initiative that serves children from kindergarten through college. MyCom created several best practice components aiming to inspire and prepare Greater Cleveland's young people to reach their full potential and become good citizens. The Out of School Time (OST) component challenges communities across the county to address youth and families' most pressing need for access to safe, quality OST activities. In addition, a professional development component was created that infuses training, assessment tools and technical assistance to increase youth development competencies in MyCom partner agencies. This unique arrangement between Cuyahoga County, the Cleveland Foundation and Starting Point (an information and referral agency) has created a network throughout the community to address the need for alternate approaches to OST services.
On this learning tour, we will meet innovative providers that are trained, incorporate best practices in youth development and build skills of young people that attend their programs and linkages to additional services in the community.
This tour will include visits to the Rainey Institute and New Bridge: Cleveland Center for Arts and Technology where you will hear insights from Vet Nixon, OST Specialist, Starting Point, Lisa Bottoms, Program Director, Cleveland Foundation, Robin Mratin, Director, Family and Children First Council, Cuyahoga County, Pat Heilbron, TrueMart, Youth Development Fellowship Program, John Carmichael, Executive Director, New Bridge, and Michael Matthews, Associate Director, Neighborhood Leadership Institute,Sam Gissentaner, Cleveland City Recreation, and John Lisy, Executive Director, Shaker Youth Center.
For more information and to pre-register for this free site session, please visit the Site Sessions page.
12:30 p.m. - 1:30 p.m.
–What's New with National Standards-Salon
Room 25ABEvery five years, the community foundation field selects representatives to review the National Standards for U.S. Community Foundations. 2015 marks the tenth anniversary of the first community foundations receiving their accreditation; therefore the National Standards Action Team, the Community Foundation National Standards Board, and the Council on Foundations took this moment to reflect on ensuring the National Standards reflect effective and legal practices of the field as well as provide a streamlined submission process. During the session, the 2015 National Standards program upgrades will be presented to the field. This presentation is the first of many that will be provided by the CFNSB through the Council or regional associations.
Speaker(s): Sandy Daniels, President, Daniels Consulting; Eileen Ellsworth, President and CEO, The Community Foundation for Northern Virginia; Claudia Piccirilli, Chief Operating Officer, Wizehive; R. Royster, President & CEO, Albuquerque Community Foundation
2:00 p.m. - 3:15 p.m.
–“Where Do You Work?” 29 Million Americans Want to be Asked this Question!
Room 25CSome Americans are born with a disability; others become disabled as a result of an accident, illness, or the natural aging process. In 2015, 25 years after passage of the Americans with Disabilities Act more than 80 percent of the 29 million working-aged Americans with disabilities are unemployed or underemployed -- the highest unemployment rate in the country. They live at poverty levels, are dependent on public assistance, generally invisible to the broader society, and frequently feel excluded from mainstream civic and social participation. The New York Community Trust will lead a conversation with three dynamic leaders from the business and government sectors who share innovative efforts they are leading, in partnership with philanthropy, to increase the number of disabled people in the workforce, including philanthropy's workforce. There is an important role community foundations can play with businesses and State governments to expand the number of people with disabilities working in local communities
Speaker(s): Irfan Hasan, Senior Program Officer, Health Services and Biomedical Research, New York Community Trust; Jill Houghton, Executive Director, U.S. Business Leadership Network; Jamie Kendall, Director, Special Projects Center for Disability and Aging Policy, U. S. Department of Health and Human Services; Rita Landgraf, Cabinet Secretary,
2:00 p.m. - 3:15 p.m.
–A Community-Centered Approach to Impact Investing
Exhibit Level Room 11How can community foundations take the lead in increasing the flow of private capital to the issues and places they care about? Foundation and field leaders will share a powerful set of stories to illustrate how community foundations are taking advantage of impact investing, the practice of making investments with the intention of producing social and financial returns. Participants will understand the urgency of helping their communities become investable and examine the leadership roles they can take in that process. A small group learning element will put community foundation learners into the shoes of those who have played a role in the broader ecosystem of impact investing, allowing participants to apply the strategies they have learned to their own communities.
Speaker(s): Peter Berliner, Managing Director, Mission Investors Exchange; Peter Berliner, Managing Director, Philanthropy Northwest; Robin Hacke, Senior Fellow, The Kresge Foundation; Marc Rand, Program Director, Loans and Affordable Housing, Marin Community Foundation
2:00 p.m. - 3:15 p.m.
–Board Management! How to Get the Best Out of Your Board
Exhibit Level Room 21Speaker(s): Vernetta Walker, Vice President, Programs & Chief Governance Officer, BoardSource
2:00 p.m. - 3:15 p.m.
–Bouncing Back: Leveraging Partnerships to Build Community Preparedness
Community foundations are increasingly being called upon by their communities to be leaders in disaster preparedness and recovery. They are looked to as hubs of information and resources (not just financial) in the years preceding and following a disaster. New initiatives within the Midwest are helping funders to prepare and engage around disasters in a manner never seen before.
Speaker(s): Nancy Anthony, President, Oklahoma City Community Foundation, Inc.; Brian Fogle, President and CEO, Community Foundation of the Ozarks; Maureen Lawless, Director of Member Services, Funders' Network for Smart Growth and Livable Communities; Karla Twedt-Ball, SVP, Programs & Community Investment, The Greater Cedar Rapids Community Foundation; Regine Webster, Vice President, Center For Disaster Philanthropy
2:00 p.m. - 3:15 p.m.
–Building the Capacity to Address Racial Equity and Inclusion Going Forward
Exhibit Level Room 10This session will bring together community foundations and place-based foundations that have been participating in the Race and Equity in Philanthropy Group to discuss how they have been addressing inclusion in their communities. The leadership, institutional priorities, internal culture, and systems and operations of these foundations are all critical to their ability to engage in their communities around racial equity and inclusion. Demographic changes have raised the stakes around the need to create foundation programming that directly names the racial dimension of the most pressing social and economic disparities. Join us while we discuss how their foundations are working directly with communities of color and leveraging resources from local anchor institutions to establish strategies to reduce inequities.
Speaker(s): Rebecca Arno, Director, Barton Institute For Philanthropy and Social Enterprise; James Head, President and CEO, East Bay Community Foundation; David Maurrasse, President & Founder, Marga Incorporated; LaDawn Sullivan, Manager, Strengthening Neighborhoods Program, The Denver Foundation
2:00 p.m. - 3:15 p.m.
–Community Foundations: Engines for Local Workforce Success
Exhibit Level Room 20Learn more about the leadership role of community foundations in reshaping and reimagining local workforce systems. Funder collaborative of the National Fund for Workforce Solutions , a Social Innovation Fund grantee from Wisconsin, Minnesota, Ohio and Illinois will be featured. These partners collaborate with businesses, communities, and philanthropy to develop employer-driven workforce strategies and create talent supply chains to close skills gaps, strengthen local economies, and create career advancement opportunities for low-wage workers and jobseekers. Importantly, these partners are catalysts for generating additional public and private investments for these sectorial workforce partnerships.
Speaker(s): Matthew Bruce, Executive Director, The Chicago Community Trust; Michael Coffey, Program Officer , The Greater Cincinnati Foundation; Ann Mulholland, Vice President of Community Impact, The Saint Paul Foundation; Kelly Ryan, President/CEO, Incourage
2:00 p.m. - 3:15 p.m.
–Community Foundations: Knowledge Hubs, Dot Connectors and Collaborative Learners
Room 25ABAs embedded actors within their communities, community foundations are uniquely poised to help community members, nonprofit leaders, donors and government officials become more informed and make better decisions. As both keepers and sharers of information and knowledge, community foundations can help connect the dots between different data points in their community in order to create a comprehensive and shared picture. This session will explore strategies and tools such as gamification, social media and community engagement to pursue a more engaged approach to using data to inform community priorities and philanthropic investment. Through an engaging, facilitative process, this session will encourage participants to reflect on their own communities and practices and identify new ways to increase community engagement, improve dialogue and support donors, funder collaborations, millennials and younger donors, and nonprofits.
Speaker(s): Christina Ciociola, SVP Grantmaking & Strategy, The Community Foundation for Greater New Haven; Janet Ginn, SVP/Development & Donor Relations, ; Lori Larson, Senior Director, Community Philanthropy, GuideStar USA, Inc.; Kara Straun, Knowledge & Evaluation Manager, The Community Foundation for Greater New Haven
2:00 p.m. - 5:15 p.m.
–Deep Dive - Agency Funds and Affiliates – New Ideas about the Role of the Community Foundation
Junior Ballroom BCommunity foundations are often seen as attractive options for nonprofit agencies and smaller geographically-based foundations looking for administrative and fundraising support, or ways to maximize investment performance. The Council legal team receives numerous questions on the traditional agency fund structure and affiliate relationships. At the same time, some community foundations have pioneered new ways to work with agencies and affiliates. This session will begin with Council attorneys Lara Kalwinski and Suzanne Friday explaining the legal requirements for component funds as they apply to agency funds and affiliate relationships. They will also discuss the different legal structures available for affiliates, the confusion surrounding financial reporting, use of a d/b/a and naming issues for affiliates, and other legal topics such as unrelated business income and investment management and licensing. Next, a representative from The Community Foundation of Greater New Haven and his team will discuss a new model for agency fund investment management and support that is working in New Haven. Assisted by experienced Connecticut attorneys, this Community Foundation performed the necessary due diligence, researched and received legal opinions that support this new business model whereby the agency fund is not held as a component fund of the Community Foundation. The result is a way to compete differently that is providing new income sources for this Community Foundation.
Continuing Professional Education (CPE)
Session participants can earn 3 CPE credits in Specialized Knowledge and Applications field of study. This session has no prerequisites and requires no advanced preparation.
Learning Objectives:
- Receive an overview of Federal Tax Law Related to Community Foundations and Scholarship Funds
- Learn how to implement and deal with Student Loan Forgiveness Programs
- Participant in discussion regarding the Civic Leaders Fellowship Program Case Study
Program Level: Advanced
Delivery Method: Group-Live
The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Session Materials :
- Agenda
- Evaluation
- The Evolution of Community Foundation Relationships with Agencies and Affiliates
- Supplemental Materials
Speaker(s): Sheryl Aikman, Vice President, Development, The Community Foundation of Western North Carolina; Angela Dethlefs-Trettin, Chief Community Impact Officer, Community Foundation of Greater Des Moines; Suzanne Friday, Senior Counsel and Vice President of Legal Affairs, Council on Foundations; William Ginsberg, President and CEO, The Community Foundation for Greater New Haven; Joe Sorenson, Director of Affiliate Relations, Community Foundation of Greater Des Moines
2:00 p.m. - 3:15 p.m.
–Exceed Your Goals - A Model for Endowment Campaigns That Work!
Exhibit Level Room 22As community foundations across the country are trying to increase the size of their asset base, many foundations are considering embarking upon endowment campaigns. This is an opportunity to learn from one foundation that has successfully planned, implemented, and is on the way toward closing their endowment campaign - having exceeded their goal 2 years ahead of schedule. It is a model that will work for any size community foundation. Learn how a foundation can go from being a reactive fund receiving organization to a proactive fund raising organization - with significant success. Lessons learned, both positive and negative, will be shared. Who should participate: development staff, philanthropy staff, donor services staff, board members and chief executive officers.
Session Materials :
Speaker(s): Jason Baxendale, Senior Director of Gift Planning, The Chicago Community Trust; Jamie Phillippe, Vice President of Development and Donor Services, The Chicago Community Trust
2:00 p.m. - 3:15 p.m.
–Fresh Ideas from the International Youth Community Philanthropy Summit
Room 26CLooking for inspiration and ideas from young people who have a focus on the future? The Council of Michigan Foundations and the Council on Foundations invite you to join a conversation led by participants in the first ever Global Youth Community Philanthropy summit, held in Chicago last spring. The summit gathered young leaders from 14 nations to share perspectives and envision the future. Get great examples of good work happening now. Understand trending ideas and issues. And consider the networks needed to amplify the impact of youth philanthropy around the world.
Speaker(s): Mike Goorhouse, President and CEO, The Community Foundation of the Holland/Zeeland Area; Katharine Janes, Commissioner, Michigan Community Service Commission; Debbie McKeon, Senior Vice President, Member Services, Council of Michigan Foundations; Charlotte Milner-Barry, Membership Coordinator, The Funding Network; Hawa Mire, Youth Advisor, Youth Philanthropy Council/Youth Vital Signs Council, Vancouver Foundation; Daria Teutonico, Network Developer,
2:00 p.m. - 3:15 p.m.
–Impact Investing Public Policy:Social Impact Bonds and Beyond
Exhibit Level Room 12As the tools for impact investing evolve, creative approaches are emerging and policymakers are taking notice. Learn how community foundations are taking leadership roles in social impact bond work taking place across the country. Beyond social impact bonds, policy recommendations to catalyze the broader impact investing field are getting attention on Capitol Hill and in the White House. Come learn about the opportunities and the recommendations affecting community foundations impact investing through donor-advised and discretionary funds. Join this discussion on how to advance the field and provide positive influence on behalf of community foundations.
Session Materials :
- Impact4Health Alemeda County Pay For Success Asthma Initiative
- Social Impact Bonds and Community Foundations: Making Pay-for-Success Initiatives Accessible
Speaker(s): Antony Bugg-Levine, CEO, Nonprofit Finance Fund; Joshua Genser, Chair of the Board, Richmond Community Foundation; Maria Hernandez, President, Impact4Health; Robert Jaquay, Associate Director, The George Gund Foundation; Julia Shin, VP Innovation, Enterprise Community Partners; Laura Tomasko, Policy Advisor and Deputy Associate Director, The White House; David Wood, Director, Initiative for Responsible Investment, Harvard University, Hauser Institute For Civil Society
2:00 p.m. - 3:15 p.m.
–Know & Go Sessions
2:00pm - 2:20pm FRED Talk
Human Trafficking in the United States: A National Overview and Summary of Promising Counter-Trafficking Strategies
Human trafficking occurs when people profit from the control and exploitation of others, and it is a human rights abuse and a crime that occurs in countries all throughout the world, every day, and in our communities right here at home. Forms of modern slavery affect men and women, adults and children, U.S. citizens and foreign nationals, and documented and undocumented persons, and the crime can be characterized by multiple types including both sex trafficking and labor trafficking. The International Labor Organization (ILO) estimates that there are 21 million people in modern slavery around the world, and that as one of the fastest growing criminal industries in the world, traffickers generate $150 billion dollars from this massive global scourge. In this session, Bradley Myles, the CEO of Polaris, will provide an overview of the main types of human trafficking that are occurring in communities all throughout the United States crime of trafficking. He will also provide a summary of how organizations like Polaris are implementing effective counter-trafficking strategies in communities that include activities focused on public awareness, victim identification, victims services, policy reform, capacity building, prevention, and partnering with law enforcement, business, and government. Applying lessons learned from over 12 years of anti-trafficking work, Mr. Myles will help provide tools and a roadmap for concrete steps that can be implemented in every community in the United States to effectively combat this crime.
Speaker: Bradley Miles, CEO, Polaris
2:25pm - 2:45pm FRED Talk
Unaccompanied Minors
2:50pm - 3:10pm FRED Talk
#CF100 Brooklyn Community Foundation
Learn more about Brooklyn Community Foundation project.
2:00 p.m. - 3:15 p.m.
–Residents as Partners: Expanding Your Role and Your Impact-Part 2
Junior Ballroom AThis session will introduce the Resident Engagement Guidebook, a set of new reflection-to-action tools that staff and board can use to help community foundations strengthen their understanding of why and how to engage residents as partners on critical community issues. The Guidebook emerged from the 2013-14 Resident Engagement Community Leadership Network (CLN), led by CFLeads in partnership with the Aspen Institute Community Strategies Group. The session will briefly introduce the content and objectives of the Guidebook, with members of the CLN sharing their experience with selected tools. Participants will then divide into table groups to engage in a Guidebook activity using experiences from their own foundations.
This session is Part Two of a series. Part One, offered by CFLeads, will describe the findings and lessons from the Community Leadership Network. Attendance at Part One is strongly recommended to provide the context and framing for Part Two.
Speaker(s): Deborah Ellwood, President and CEO, CFLeads; Kristin Feierabend, Program Director, The Aspen Institute; Caroline Merenda, Director of Operations and Programs, CFLeads
3:15 p.m. - 4:15 p.m.
–Break in Community Central
Grand Ballroom Foyer3:15 p.m. - 3:45 p.m.
–Learning Lab - Generating ROI through Technology, Part 2: The Key Empirical Findings of The 2014 Donor Experience Study
Lead by Ann-Marie Harrington, President and Founder of Embolden, and Laura McKnight, former CEO of Greater Kansas City Community Foundation. This lab will focus on the 6 key findings from the 2014 Donor Experience Study conducted by Mulberry South, in addition to a discussion around how these findings can lead to real impact (or ROI) on the donor experience through technology.
Provided by: Crown Philanthropic Solutions and Embolden
4:15 p.m. - 5:15 p.m.
–Achieving Our Mission Through Policy and Advocacy
Room 26CCommunity foundations have a unique ability to use policy and advocacy to address some of the most critical issues facing those individuals and families most in need. As we enter the next 100 years of community service, the ability to support activities that will improve the economic and social conditions in communities will be key to our continued success and relevance. A number of community foundations are supporting policy advocacy, as well as being directly involved in education, the environment, economic inequality, and other areas of interests identified by their communities. This session will explore a number of those areas, and highlight the opportunities and challenges community foundations face through active involvement.
Session Materials :
Speaker(s): Colleen Cotter, Executive Director, Legal Aid Society of Cleveland; James Head, President and CEO, East Bay Community Foundation; Abby Levine, Legal Director, Bolder Advocacy, Alliance for Justice
4:15 p.m. - 5:15 p.m.
–Building Dynamic Communities Through the Arts
Exhibit Level Room 11The nonprofit arts industry pumped an estimated $61.1 billion into the economy and generated 4.1 million jobs in 2010, proving that the arts are a path to opportunity. The arts have proven to benefit veterans in managing stress and promoting self expression, and benefit businesses from the creativity. The arts broaden citizen voice and participation, give disenfranchised groups access to the civic realm, enhance public understanding of complex issues, and motivate people to make change. This season will explore the transformative power of the arts in building communities.
Speaker(s): Robert Lynch, President and CEO, Americans for the Arts
4:15 p.m. - 5:15 p.m.
–Community Leadership through Economic Empowerment of Nonprofit Partners
Exhibit Level Room 20Empowering diverse organizations and the communities they serve is one of our most important acts of leadership. Raising sustainable support for the missions of local nonprofit organizations is the unique role of community foundations. Assets will leave the community as estates are settled. Many of our nonprofit partners need the support and stewardship of the community foundation to attract major gifts and support from their long time annual fund donors. This session will provide a simple, step by step program that can be implemented by any community foundation without additional staffing or expense. Leading endowment building is the intersection between sustainable funding, endowment building and donor relationships, and a strategic product mix. Using research from the field, this session will provide the business rationale and the tools to implement a program with little additional operating cost.
Continuing Professional Education (CPE)
Session participants can earn 1 CPE credit in Specialized Knowledge and Applications field of study. This session requires no advanced preparation; however prerequisites include prior education and/or experience needed to understand content of this session.
Learning Objectives:
- Learn how to engage and empower individual nonprofit organizations to attract larger planned gifts and grow their endowments
- Learn the basic steps to starting endowment building program for nonprofit partners without adding to your staff or blowing up your budget
- Embrace the importance of empowering nonprofits through sustainable funding
- Identify the community foundation's unique role as a builder of philanthropy
- Obtain a Nonprofit Endowment Tool Kit with timeline, forms, and communications to take the next step
Program Level: Basic, Intermediate or Overview
Delivery Method: Group-Live
The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Speaker(s): Mary Holmes, Executive Director, Cumberland Community Foundation, Inc.
4:15 p.m. - 5:15 p.m.
–Creating Synergies and Capacity through Public Partnerships
Exhibit Level Room 21Description for the Conference Program Book and Website Community foundations can help communities achieve more equitable use of federal investments and do transformative work simultaneously! This session presents two cases of how community foundations are working in close concert with federal agencies to leverage mission-related strategies:
Until it happens to you The New Mexico Community Foundation and the Federal Emergency Management Agency (FEMA) will share how they have worked together to create a disaster recovery fund and a unique partnership with the Santa Clara Pueblo's tribal leaders to secure federal restoration funds after devastating fires and floods have destabilized the Santa Clara Canyon, the Pueblo's ancestral homeland. Presenters will discuss how public funds and diverse private funds can be braided to support different aspects of recovery. Catastrophic disasters impact everything and it really takes a village to rebuild the village.
The Chicago Community Trust and The Greater Kansas City Community Foundation will share how they are able to bring expanded use of the internet to low-income neighborhoods and vulnerable populations by capitalizing on the federal government's $4.7 billion Broadband Technology Opportunities Program (BTOP). In 2009, BTOP began to expand the nation's broadband infrastructure by funding 200 projects across the country including 123 infrastructure projects, 66 public computing centers, and 44 Broadband adoption programs for underserved populations. Learn about Chicago's Smart Communities strategies, Kansas City's neighborhood-by-neighborhood approach, and how BTOP support for data collection and evaluation helped focus and document the impact of these projects.
Speaker(s): Laura Breeden, Program Director, Broadband Technology Opportunities Program, U.S. Department of Commerce; Denise Gilliam, Philanthropic Advisor, Individual Assistance Division, DHS/FEMA; Daniel O'Neil, Executive Director, Smart Chicago Collaborative, The Chicago Community Trust; Jennifer Parks, President and CEO, New Mexico Community Foundation; Denise St. Omer, Vice President of Community Investment, Greater Kansas City Community Foundation
4:15 p.m. - 5:15 p.m.
–From Here to There - Ebola's Effects and the Role of Private Philanthropy
Exhibit Level Room 12The Ebola Virus outbreak in West Africa continues to grow, and with it, the needs associated with adequate response also continue to increase. There are critical gaps in response and recovery efforts, and long-term recovery that must be met in order to stop the spread of the virus and bring areas catastrophically affected to complete recovery. To date, private philanthropic responses have been sluggish. We'll be discussing the humanitarian needs associated with the virus, both in West Africa and the United States, and what private philanthropy can do.
Speaker(s): Joel Charny, Vice President for Humanitarian Policy and Practice, InterAction ; Sarah Nelson, Chief Philanthropy Officer, Communities Foundation of Texas; Regine Webster, Vice President, Center For Disaster Philanthropy
4:15 p.m. - 5:15 p.m.
–Know & Go - FLASH Learning
4:15pm - 4:20pm FLASH Learning
Know the Ground: Engaging Volunteers to Advance Your Mission
An interactive presentation designed to Illustrate how the New Hampshire Charitable Foundation empowers 120 community leaders through 8 regional advisory boards to advance its mission of stronger communities and greater giving and engage session participants in an exercise where they work with others to design their own engagement strategy from scratch.
Speaker: Jennifer Perkins, Special Assistant to the President and Manager of Board Relations, New Hampshire Charitable Foundation
4:25pm - 4:30pm FLASH Learning
Global Storytelling - Monteverde Community Fund
4:35pm - 4:40pm FLASH Learning
Community Foundations Embracing A New Anchor Mission for A New Century
Join this fast paced session as we discuss the Democracy Collaborative report. This report profiles over 20 community foundations, active in rural and urban communities across the country, adopting a new anchor mission - using grantmaking, community leadership and convening power, and placed-based impact investment to support community-based, locally rooted economies. Join us as we discuss opportunites for community foundations to foster environmentally, socially, and economically sustainable economies, inclusive of women, immigrants, local investors, veterans, entrepreneurs and non-profits.
Speaker: Marjorie Kelly, Senior Fellow and Director of Advisory Services, The Democracy Collaborative
4:45pm - 4:50pm FLASH Learning
Global Storytelling - ESPWA- Haiti Community Foundation Initiative
4:55pm - 5:00pm FLASH Learning
#CF100
5:05pm - 5:10pm FLASH Learning
#CF100
4:15 p.m. - 5:15 p.m.
–Lessons from the Field: What Really Works in Place Based Funder Collaborations
Exhibit Level Room 10More and more foundations are focusing their efforts on place based strategies. As multiple funders come together, what really works at the local level? Come to this session to learn more about the realities of the work and engage in an honest dialogue about how to effectively invest with the community at the fore front. Learn with peers who are deeply committed to this work and are striving for sustainable solutions that are truly community based.
Speaker(s): Tynesia Boyea-Robinson, President and CEO, Reliance Methods; Rebecca Graves, Executive Director, CF Insights, CF Insights/The Foundation Center; Rebecca Graves, Executive Director, CF Insights, FSG; Scot Spencer, Associate Director of Advocacy and Influence, The Annie E. Casey Foundation
4:15 p.m. - 5:15 p.m.
–Leveraging Federal Resources to Catalyze Community Solutions
Exhibit Level Room 22The focus on investing in communities is not new. However recognizing that no community is homogenous there is an opportunity to work locally and share best practice globally. The federal government has recently increased its efforts on place based work and is focused on the coordination of services to increase impact and outcomes. Through My Brothers Keeper, Promise Zones, Performance Partnerships Pilots and other place based initiatives the federal government hopes to serve as a convener, data provider, and catalyst for local solutions to help communities across the country thrive. My Brother's Keeper and Promise Zones in particular speak to the need to include fast growing populations and communities that have been historically marginalized. They do this through innovative and creative uses of human and financial capital. Join us as we highlight the work being catalyzed at the federal level that can have impact in local communities.
Speaker(s): Luke Tate, Senior Policy Advisor, The White House
4:15 p.m. - 5:15 p.m.
–Strategic Philanthropy: Old Wine in New Bottles?
Room 25ABThere has been debate for years over whether philanthropy could be more strategic' in nature: benefitting from clear goals, data driven strategies, and the use of evaluation for ongoing learning. Kania, Kramer and Russell from FSG have stirred the philanthropic pot by their writings on this approach. Many community philanthropy practitioners argue for the value of responsive grantmaking exercised in often complex environments. The question for this session is whether community foundations can learn anything from the strategic philanthropy' discussion or is it just a matter of pouring old wine into new bottles.
Speaker(s): Avila Kilmurray, Director - Policy and Strategy, Global Fund for Community Foundations
4:15 p.m. - 5:15 p.m.
–We Are Philanthropy
As community foundations enter their second century, we must keep pace with the changing face of society and our communities. We must become more inclusive in who we consider to be donors and how we engage them. Diverse donors bring deep values and commitment to assisting communities, often approaching their philanthropy in distinctive ways. Philanthropy professionals who have successfully expanded their donor bases will guide an interactive discussion about how community foundations can effectively engage diverse donors in their communities. The D5 Coalition's short film, I Am a Philanthropist: Diverse Voices in Giving, will frame the discussion by highlighting a broad spectrum of philanthropists and their impacts in communities across the nation.
The session will draw on lessons learned from donor gatherings in Los Angeles and Chicago convened by the D5 Coalition, a five-year initiative to advance diversity, equity, and inclusion in philanthropy. We will also examine case studies of community foundations that successfully expanded their donor bases by engaging people of color, LGBTQ individuals, women, and people with disabilities. Including these groups is necessary to build vibrant community foundations that will attract the next generations of leaders and donors who demand higher levels of inclusiveness.
Session Materials :
Speaker(s): Kelly Brown, Director, D5 Coalition; Veronica Hemmingway, Senior Donor Engagement Officer, ; Ana Gloria Rivas-Vazquez, Co-Founder and Board Member, Key Biscayne Community Foundation; Mitchell Singer, Director, Rockefeller Philanthropy Advisors
4:15 p.m. - 5:15 p.m.
–What's New with National Standards
Room 25CEvery five years, the community foundation field selects representatives to review the National Standards for U.S. Community Foundations. 2015 marks the tenth anniversary of the first community foundations receiving their accreditation; therefore the National Standards Action Team, the Community Foundation National Standards Board, and the Council on Foundations took this moment to reflect on ensuring the National Standards reflect effective and legal practices of the field as well as provide a streamlined submission process. During the session, the 2015 National Standards program upgrades will be presented to the field. This presentation is the first of many that will be provided by the CFNSB through the Council or regional associations.
Speaker(s): Sandy Daniels, President, Daniels Consulting; Eileen Ellsworth, President and CEO, The Community Foundation for Northern Virginia; Claudia Piccirilli, Chief Operating Officer, Wizehive; R. Royster, President & CEO, Albuquerque Community Foundation
5:30 p.m. - 6:30 p.m.
–Break in Community Central
Grand Ballroom FoyerDigest all that you've learned and experienced with fellow attendees in Community Central during this refreshment break.
Wednesday, October 22
7:30 a.m. - 9:30 a.m.
–Breakfast Plenary: The Global Evolution of Community Foundations
Grand BallroomJoin us in a thought provoking conversation with international leaders who will share their perspectives about developing trends in community philanthropy that could change the game for community foundations. Come prepared to learn about their foundations' new and different approaches to community leadership.
Speaker(s): Ansis Berzins, Executive Director, Valmiera Region Community Foundation; Ian Bird, President and CEO, Community Foundations of Canada; Anderson Giovani da Silva, CEO , ICom - Instituto Comunitario Grande Florianopolis; Beata Hirt, Executive Director, Healthy City Community Foundation; Jenny Hodgson, Director, Global Fund For Community Foundations; Avila Kilmurray, Director - Policy and Strategy, Global Fund for Community Foundations; Janet Mawiyoo, Chief Executive Officer, Kenya Community Development Foundation; Katherine O'Regan, Assistant Secretary for Policy Development and Research, U.S. Department of Housing and Urban Development
9:00 a.m. - 9:30 a.m.
–Learning Lab- Sustaining the Programs You Fund
DonorPath is the tool community foundations use to help grantees sustain the programs they fund. Join us to learn how your colleagues of all sizes, from the Legacy Foundation to the Chicago Community Trust, are matching organizations with a virtual workforce to help nonprofits increase their fundraising capacity without increasing operating expenses.
Provided by: DonorPath
10:00 a.m. - 11:00 a.m.
–Assets, Capacities, Trust: Why Community Philanthropy Matters from Austin to Zagreb
Room 25CThe centenary of the Cleveland Foundation has provided an important moment for the global community foundation field to celebrate and reflect on gains made over the last hundred years, as well as to consider how it can rise to challenges of today's increasingly complex world. The Community Foundation Atlas provides the first visual overview of the global field in all its diversity, highlighting how the idea of community philanthropy has roots and relevance in multiple different contexts. At the same time, the community philanthropy field is being challenged by initiatives like What's Next for Community Philanthropy? which urges for more creative thinking than ever as to how of community philanthropies - that build assets, agency and trust at the community level - can drive positive and lasting social change. This kind of reflection is not only occurring within North America, where the community philanthropy field is most established. Internationally, the new Global Alliance for Community Philanthropy (a collaborative learning platform administered by the Global Fund for Community Foundations) seeks to demonstrate why the field matters and how mainstream development can support and harness and benefit from its potential more effectively. Join this session to discuss how the global community philanthropy discourse is evolving, the vital and diverse roles these organizations are playing in communities around the world, and to explore opportunities for how community philanthropy may continue to thrive in the 100 years to come.
Speaker(s): Clotilde Dedecker, President/CEO, Community Foundation for Greater Buffalo; Jenny Hodgson, Director, Global Fund For Community Foundations; Irungu Houghton, Chairperson, Kilimani Project Foundation; Sadhana Shrestha, Executive Director, Tewa
10:00 a.m. - 11:00 a.m.
–Community Development and Government Partnerships: A Roundtable Discussion
Junior Ballroom ACome join us as we recognize the winners of the 2014 U.S. Department of Housing and Urban Development and U.S. Department of Agriculture Secretaries' Award for Public-Philanthropic Partnerships! We will have a roundtable discussion about community development and innovative partnerships foundations are having with government. The Council is excited to partner with HUD and USDA to recognize the critical work that these foundations are doing in their communities. These transformational partnerships are key to community development across the country. This award, now in its third year, calls attention to philanthropy's work with government at all levels, and the Council looks forward to continuing to raise up those important collaborations.
Speaker(s): Chris Beck, Senior Projects Advisor, U.S. Department of Agriculture; Katherine O'Regan, Assistant Secretary for Policy Development and Research, U.S. Department of Housing and Urban Development
10:00 a.m. - 11:00 a.m.
–Engaging Active Citizens to Advance Your Philanthropic Goals
Room 25ABAn important role of community foundations is to engage communities in solving important local problems. In the US, new tools and strategies are emerging to leverage the time and talents of young adults through full-time service, and community members of all backgrounds through impact volunteering. Shirley Sagawa, often called the "founding mother of the modern service movement" and a member of the Franklin Project Leadership Council will be joined by Myung Lee, executive director of Cities of Service, to showcase ways that service can extend the impact of philanthropic initiatives.
Speaker(s): Melissa Madzel, Chief of Staff, ; Shirley Sagawa, Visiting Fellow, Center for American Progress
10:00 a.m. - 11:00 a.m.
–Investment Manager Diversity: The Hardest Taboo to Break
Room 26CIf smaller firms tend to outperform larger firms, and minority managers are equally talented as larger, majority institutions, why aren't more foundations accessing this pool of talent? Get the facts on performance of minority- and women-owned management firms in different asset classes. Beyond the numbers, learn how intentionally investing with these firms presents an opportunity for furthering the mission of your community foundation, achieving alpha, and developing donors for the future.
Session Materials :
Speaker(s): Tedd Alexander, Board Vice Chair, The Baltimore Community Foundation; Erika Davies, Chief of Staff, The Baltimore Community Foundation; Natalie Eckford, Managing Director, Cambridge Associates, LLC; Bert Feuss, Senior Vice President, Investments, Silicon Valley Community Foundation; Amita Schultes, Managing Director, Senior Consultant, Colonial Consulting, LLC
10:00 a.m. - 11:00 a.m.
–Merging Community Foundations, Legal Practice and Pitfalls
Junior Ballroom BCollaborative strategies are a powerful way for community foundations to accelerate their impact. As community foundations consider What's next for Community Philanthropy, some are thinking about merging staff, offices, and resources. Leading experts in collaboration and strategic restructuring will explain the different types of partnerships and provide the information you need to advance this conversation in your community. Justin Aiken, Counsel at the Council on Foundations, will act as a moderator for the session and lead the discussion from a corporate business perspective with an eye toward the impact on the nonprofit sector.
To begin the session, Venroy July, Associate at International law firm Hogan Lovells, will discuss mergers from a legal perspective. Mr. July focuses his practice on mergers and acquisitions among other corporate governance issues. Having led several large companies through mergers and debt offerings, Mr. July can speak to the legal ramifications and hurdles that must be addressed during the process. Mr. July can also explain the common pitfalls and matters that present themselves during a merger.
To follow up on the particular legal issues, Jenny Parks, President & CEO of the New Mexico Community Foundation, will share her experience as she leads the foundation through its own merger and speak to the practical effects of the legal considerations. This will offer an interesting mix of black letter law, with practical application that will give the attendees an all-encompassing view of mergers. Ms. Parks can speak to some issues that may be particularly interesting for community foundations to consider when going through a merger. As a former community foundation staffer, Council on Foundations attorney Lara Kalwinski will also be on hand to help explain the legal requirements from a Federal tax standpoint.
Session Materials :
Speaker(s): Jerry Jones, Interim President and CEO, ; Venroy July, Associate, Hogan Lovells US LLP; Jennifer Parks, President and CEO, New Mexico Community Foundation
10:00 a.m. - 11:00 a.m.
–Strange Bedfellows: The Dynamic Relationship between Community Foundations and Social Venture Partners
The role of community foundations is evolving. Community challenges are becoming more complex and require more dynamic problem solving. Donors are becoming more knowledgeable and expecting more diverse philanthropic options. These same donors are pushing community foundations to lead and involve donors as part of the process. One avenue for channeling this entrepreneurial spirit is through partnerships Social Venture Partners, a network of philanthropic investors that create pockets of innovation, accelerated community impact, and grantmaking in ways that build the capacity of local nonprofits. These partnerships are not without risk but they have generated new donors for community foundations, new leadership for community foundation boards, and new ways to learn and innovate while remaining true to the community foundation's brand identity and stature in the community. This session explores the ups and downs of establishing a partnership with entrepreneurially-minded prospective donors in your community and the developing relationship between community foundations and the Social Venture Partners network.
Speaker(s): Mary Jalonick, President and CEO, The Dallas Foundation; Ruth Jones, CEO, Social Venture Partners International; Kevin Shaw, Chair, Social Venture Partners International; George Stevens, President/CEO, Coastal Community Foundation of South Carolina
10:30 a.m. - 11:00 a.m.
–Learning Lab - Sustaining the Programs You Fund
11:30 a.m. - 1:00 p.m.
–Closing Lunch Plenary: Leading Into the Future
Grand BallroomChange, while never easy, is always constant. Community Philanthropy is facing several changes in communities that require more risk taking, nimbleness in meeting changing community needs in these uncertain situations. Be inspired to continue on this journey for the next one hundred years in community foundations as we look to the future.
Tickets can be purchased to attend just this event.
Speaker(s): David Brooks, Columnist, The New York Times
12:30 p.m. - 5:00 p.m.
–Staff at Conference
4:00 p.m. - 6:00 p.m.
–Advancement Network (AdNet) 2014 Annual Conference - Registration
The 2014 Conference will offer quality sessions and fantastic opportunities for networking and learning with your peers. A complete schedule of sessions coming soon!
To register, make travel and hotel reservations and to view the updated schedule of events, please visit the AdNet Conference Site.
Location: Marriott at Key Center-2nd Floor Registration Desk
8:00 a.m. - 5:00 p.m.
–Advancement Network (AdNet) 2014 Annual Conference - Day 1
The 2014 Conference will offer quality sessions and fantastic opportunities for networking and learning with your peers. A complete schedule of sessions coming soon!
To register and make travel and hotel reservations, please visit the AdNet Conference Site.
View the updated Schedule of Events.
Location: Marriott at Key Center- Grand Ballroom D & E
Session Materials :
- AdNet Booklet 2014
- Charitable Planning for Upper-Income Donors - Handout
- Charitable Planning for Upper-Income Donors -Presentation
- How To Talk to Donors About Investing in the Community's Future
- The Neuroscience of Philanthropy: Lessons for Marketing in Current and Bequest Giving
- Organizational Endowments: Recruiting Agency Endowments, Pitfalls, and Approach
8:30 a.m. - 5:00 p.m.
–Center for Community Foundation Excellence (CCFE) Fundamentals - Day 1
The Westin, Vanda North & South, 6th FloorA well-trained staff and a well-informed board are crucial to community foundation success in a fast-changing world. This two-day course helps new and experienced foundation stakeholders build essential skills they need. Created and led by experienced leaders, this course includes:
- Updates on key legal and legislative issues;
- Information on grantmaking;
- Review of community leadership and fiduciary responsibilities
Location: Group A -Westin-Vanda North
Group B - Westin - Vanda South
Speaker(s): Michael Batchelor, President, The Erie Community Foundation; Peter Dunn, President and CEO, Central New York Community Foundation, Inc.; Brian Frederick, President/CEO, Community Foundation of Lorain County; Mary Jalonick, President and CEO, The Dallas Foundation
8:00 a.m. - 5:00 p.m.
–Advancement Network (AdNet)2014 Annual Conference - Day 2
The 2014 Conference will offer quality sessions and fantastic opportunities for networking and learning with your peers. A complete schedule of sessions coming soon!
To register and make travel and hotel reservations, please visit the AdNet Conference Site.
View the updated Schedule of Events.
8:00 a.m. - 4:30 p.m.
–ProNet Pre-Conference
This day-long professional development opportunity will focus on the evolving role of program officers in the community foundation field. As the Council's fall conference provides a macro-level view of philanthropy and the community foundation field, the ProNet Preconference will offer content specific to grantmaking and how program officers can approach their work better, more efficiently and more creatively. Sessions will feature experts in the grantmaking field as well as significant opportunities for peer to peer learning that will give attendees concrete ideas to take back to their foundations.
The Pre-Conference keynote speaker is Bill Somerville, a nationally recognized expert on creative grantmaking with over 50 years of experience in the field of philanthropy. Bill is President and Founder of Philanthropic Ventures Foundation, which specializes in creative giving programs customized to donor interests. In addition, Bill spent 17 years as Executive Director of the Peninsula Community Foundation (now known as the Silicon Valley Community Foundation).
The preconference will also feature an innovation lab facilitated by the dynamic Beth Kanter, who has over 30 years experience working in the nonprofit sector in technology, training, capacity building, evaluation, fundraising, and marketing. This interactive learning lab will lead to new ideas about how community foundation program officers can think about their work and grantmaking differently. Session topics will also include "Raising Unrestricted Dollars," led by Ralph Serpe, Vice President of Development for the Baltimore Community Foundation and an interactive, round-robin style exchange featuring hot-button issues for program officers such as: measuring impact, proactive grantmaking, grantee/funder relationships, grantmaking technology, and funder collaboratives, among others.
Please visit the ProNet Website to register.
Location: Renaissance Cleveland
8:30 a.m. - 5:00 p.m.
–Center for Community Foundation Excellence (CCFE) Fundamentals - Day 2
The Westin, Vanda North & South, 6th FloorA well-trained staff and a well-informed board are crucial to community foundation success in a fast-changing world. This two-day course helps new and experienced foundation stakeholders build essential skills they need. Created and led by experienced leaders, this course includes:
- Updates on key legal and legislative issues;
- Information on grantmaking;
- Review of community leadership and fiduciary responsibilities.
Speaker(s): Michael Batchelor, President, The Erie Community Foundation; Peter Dunn, President and CEO, Central New York Community Foundation, Inc.; Brian Frederick, President/CEO, Community Foundation of Lorain County; Mary Jalonick, President and CEO, The Dallas Foundation
9:00 a.m. - 12:00 p.m.
–Anchor Institutions: Peer Learning Exchange
The Westin, Vanda Room North, 6th FloorAs anchor institutions, community foundations are uniquely positioned to serve as brokers, leveraging various resources from numerous anchors for collective impact. As community foundations enter their second century of existence, their ability to engage locally and convene multiple stakeholders in their regions will be increasingly significant. While this is a role suited for community foundations, it is important to build the capacity to engage effectively and facilitate extensive community dialogues with a wide range of stakeholders. Join us for a peer learning exchange among community foundations about their role as anchor institutions in their communities. This session will include three case examples of community foundation's efforts to engage and convene, with honest peer discussion about the promising practices, challenges, and future opportunities around this important role.
Location: Westin - Orchid Ballroom West
Session Materials :
- Anchor Institutions Task Force Annual Conference Flyer
- Cleveland's Greater University Circle Initiative
Speaker(s): Lillian Kuri, Program Director for Architecture, Urban Design and Sustainable Development, The Cleveland Foundation; David Maurrasse, President & Founder, Marga Incorporated; Ronald Richard, President and CEO, The Cleveland Foundation
10:00 a.m. - 4:00 p.m.
–CEO Retreat: Donor Advised Funds and Public Policy
The Westin, Orchid Ballroom East, 6th FloorThis event is for community foundation chief executives only
Through our conversations with community foundation leaders and other stakeholders, we've heard an increasing demand for a high-level in-person meeting with community foundation leaders on how to best respond to harmful policy proposalsspecifically, a proposed 5-year payout for all donor advised funds. Community foundation leaders attending the retreat will assist in developing a multi-year tax reform campaign for community foundations. The second half of the retreat will provide opportunities for robust discussion and networking.
Location: Westin - Orchid Ballroom East
Speaker(s): Lisa Danielson, Principal, L. Danielson Consulting; Robert Leonard, Partner, Akin Gump Strauss Hauer & Feld, LLP; Cindy Lott, Interim Program Director, Nonprofit Management Programs, Columbia University; Keith Mahoney, Vice President of Communication & Public Affairs, The Boston Foundation; Sue Santa, Senior Vice President of Public Policy and Legal Affairs, Council on Foundations; Vikki Spruill, President and CEO, Council on Foundations
10:00 a.m. - 4:00 p.m.
–Communities Confronting Climate Impacts: A Pivotal Role for Community Foundations
Westin - Stenia Meeting Room, 7th Floor
Impacts from a changing climate touch on all major sectors of society, from energy policy and transportation infrastructure to agriculture and human health. Individual investments by federal science agencies, local governments, philanthropy, and the private sector have helped to raise awareness of the issues and promote development of mitigation and adaptation solutions. But, for communities to be truly prepared and resilient, a more integrated, all hands-on-deck effort will be required.
Help co-design the presentations and discussions by filling out this brief topics survey. The session designers will customize the presentations around the most selected topics!
Session Materials :
- Working with Decision Makers: Helping Communities Tackle Climate Change
- Online Resources
- Slide Presentation
- Community-Based Climate Resiliency: Connecting Hearts and Minds to Climate Change Issues Using a Place-Based Approach
- Vermont Community Foundation: High Meadows Fund
- Climate Resiliency: Incorporating Environmental and Sustainable Approaches
Speaker(s): Michel Boudrias, Associate Professor, University of San Diego; Stuart Comstock-Gay, President and CEO, Delaware Community Foundation; Michael Davidson, Senior Program Officer, Sustainable Development, The Chicago Community Trust; Arturo Garcia-Costas, Program Officer, Local, National, and Global Environment, New York Community Trust; Jill Karsten, Program Director, GEO Education and Diversity, National Science Foundation; Maureen Lawless, Director of Member Services, Funders' Network for Smart Growth and Livable Communities; Rachel Leon, Executive Director, Environmental Grantmakers Association; Heather Loebner, CEO, HL Consultancy; Edward Maibach, Professor of Communication, George Mason University; Kathlyn Mead, President and CEO , The San Diego Foundation; Sarah Schoedinger, Senior Program Manager, National Oceanic and Atmospheric Administration; Donald Wuebbles, Professor of Atmospheric Science, University of Illinois at Urbana-Champaign; Gwen Wurst, Philanthropic Advisor, Greater Kansas City Community Foundation
1:00 p.m. - 4:00 p.m.
–Building Collaboration: A Conversation for Foundation and Higher Education Leaders
The Westin, Orchid Ballroom West, 6th FloorClosed Session - By Invitation Only
This intimate pre-conference session is designed to open and deepen a dialogue between place-based higher education and philanthropic institutions about the importance of collaborating to create our next generation of civic leaders and philanthropists. Designed to capture the voices and experiences of all attendees through small and full group discussions, this event will showcase successful examples of partnerships between community foundations and colleges focused on innovative ways to increase access to higher education, build public and philanthropic leadership, and impact communities. This discussion is for CEOs or high-level administrators.
Location: Westin - Orchid Ballroom West
Session Materials :
Speaker(s): Noah Bernstein, Program Officer, The New World Foundation; Maggie Grove, Director of Operations, Campus Compact; David Maurrasse, President & Founder, Marga Incorporated; Monica Moser, President and CEO, Jackson Community Foundation
4:30 p.m. - 6:30 p.m.
–Meet & Greet with International Participants
Over the past few decades the community foundation concept has spread rapidly around the world. Although community foundations are local, globalization affects us all. We can share knowledge and learn from the experience of our counterparts from other countries. We are expecting at least 20 community foundation representatives from Europe, Africa, South America, Asia, and Australia. Please come and join them at an event where you will have the opportunity to not only meet them, but establish relationships that will help them, and you, throughout the conference and beyond. Refreshments will be served to tide you over until the evening reception.
To RSVP to this event, e-mail Barbara Bruno.
7:00 p.m. - 9:00 p.m.
–Kick-off Reception at the Rock & Roll Hall of Fame
Say hello to all your colleagues at the Fall Conference Kick-Off Reception at the Rock and Roll Hall of Fame! As you network, you can discover amazing artifacts from the history of rock and roll music. The Rock and Roll Hall of Fame and Museum tracks the evolution of this musical and cultural phenomenon through more than 50 exhibits. There's Janis Joplin's psychedelic Porsche, Michael Jackson's sparkly glove, the awning from CBGB's, the scribbled lyrics of ideas that morphed into classics, and dozens and dozens of iconic instruments.
Tickets can be purchased to attend just this event.
7:45 a.m. - 8:15 a.m.
–First Time Attendee Orientation
Room 26CIs this your first Council conference? Do you want some tips for making the most of your time in Cleveland? If so, stop by. You'll be glad you did.
8:00 a.m. - 8:30 a.m.
–Coffee Break in Community Central
Grand Ballroom FoyerJoin your fellow attendees for coffee, tea and pastries in Community Central before the Opening Plenary.
8:30 a.m. - 10:00 a.m.
–Opening Plenary - Learning from Our Past to Enhance Our Future
Grand BallroomJoin us as we pay homage to the trail blazers of Community Foundations. Hear inspiring stories of how these leaders continued the vision of Fredrick Goff in changing the communities in which we live. Learn how they created innovative and successful collaborations with business, philanthropic, and private partners to support their communities. As we move into the next century of community philanthropy, these pioneers will share their expertise on how our timeless elements can be assets while we continue to serve communities domestically and abroad.
Atlas Project
Bring your smart phones, iPads, and Tablets as we will close the opening plenary with the unveiling and official launch of the Community Foundation Atlas website! Through an international research collaboration, the most comprehensive database of the global community foundation movement has been developed as a long-needed communications tool for the field. This online platform profiles more than 1,800 community foundations and place-based philanthropies around the world to document the field's rich diversity and remarkable achievements.
Speaker(s): Fred Blackwell, CEO, The San Francisco Foundation; Nick Deychakiwsky, Program Officer, Charles Stewart Mott Foundation; Leslie Dunford, Vice President For Administration and Strategic Projects, The Cleveland Foundation; Mike Goorhouse, President and CEO, The Community Foundation of the Holland/Zeeland Area; James Joseph, Director, Duke University; Stacy Palmer, Editor, Chronicle of Philanthropy; Ronald Richard, President and CEO, The Cleveland Foundation; Javier Soto, President and CEO, The Miami Foundation; Sandra Vargas, Former President and CEO, The Minneapolis Foundation
10:00 a.m. - 11:00 a.m.
–Break in Community Central
Grand Ballroom FoyerStretch your legs between plenaries or take advantage of a Learning Lab from 10:15 - 10:45a.m. in Community Central!
10:15 a.m. - 10:45 p.m.
–Learning Lab - A New Approach to an Old Concept – Improving Investment Policy by Refining Risk Management
How do you define risk? Is your definition the same as others around the Investment Committee table? Committees sometimes fail to reach consensus on their institution-specific definition of risk, and may make decisions in reaction to market events that in retrospect were ill-timed. How can Committees prioritize risk concerns? How do we codify these beliefs? How often are they to be revisited? How can we manage expectations during unexpected events?
Presented by: Mercer
Session Materials :
11:00 a.m. - 12:30 p.m.
–Mid-Morning Plenary - The Future of Community Foundations: Media as a Catalyst for Community Engagement
Grand BallroomAs we head into the next century of community philanthropy, the world is changing dramatically. What threats and challenges will community foundations face in the next century? Changing media, new technologies, and demographic shifts all effect the way our communities operate. Hear from foundation leaders looking to harness these transformational trends to strengthen our society for the future.
Speaker(s): Alberto Ibargüen, President and CEO, John S. & James L. Knight Foundation; Vikki Spruill, President and CEO, Council on Foundations
12:30 p.m. - 1:30 p.m.
–Lunch Salon - Not Your Grandfathers' Community Foundation ?
Room 25ABMuch has been written about the history of U.S. community foundations, but up until now there has been no historical research to back it up. Eleanor Sacks has been working to fill this gap. Her forthcoming book, Community Foundations in the United States: Their Origins, Growth and Development from 1914 to the Present, will hold surprises for many and overturn much of what we thought we knew about our own history. In this session you will learn why Frederick Harris Goff started the first community foundation; the marketing strategies he used to sell his concept ; how the pioneering community foundations came together as a movement and the challenges they faced as the movement grew.
Speaker(s): Eleanor Sacks, Visiting Scholar, The Indiana University Lilly Family School of Philanthropy
12:30 p.m. - 1:30 p.m.
–Networking Lunch
Mingle with your colleagues or continue your learning experience with a Learning Lab from 12:45 - 1:15 p.m. Lunch buffetts will be located in Community Central.
12:45 p.m. - 1:15 p.m.
–Learning Lab - Effective Use of Measurement to Assess Need & Monitor Outcomes
Measure what matters -a common foundation of data and a shared understanding of strengths and challenges spurs community collaboration and drives change. CGR has mastered the craft of credible, cost effective assessment. Learn how to tell your story and assess progress toward your goals.
Provided by: Center for Governmental Research
Location: Community Central
2:00 p.m. - 5:15 p.m.
–Deep Dive - Giving Days: What’s Working , What’s Not, and the Future for Online Giving Campaigns
Junior Ballroom ABetween Giving Days and #GivingTuesday, community foundations are increasingly organizing online giving campaigns to turn more people into philanthropists. Now with several years of experience and hundreds of millions raised, what have we learned? This Deep Dive will provide both Giving Day veterans and relative newcomers valuable lessons they can implement in their own communities.
2:15 p.m. to 3:15 p.m.: Tales from the Trail: What Trial and Error Has Taught Us How can we best use social media to drive a campaign? What kind of prizes actually work? What's the best way to engage new donors? To choose a technology partner? In this round of fast-paced lightning talks, community foundations will share actionable insights from one aspect of their campaign. In addition, Knight Foundation will share its finding from a survey of 18 Giving Days across the country, and Henry Timms, founder of #GivingTuesday, will offer his thoughts on how local funders can benefit from and best plug into what has become one of the biggest days of giving nationally.
3:15 to 4:15: The Giving Day Peer Learning Exchange Because we often learn best from our peers, participants will break up into small discussion circles, each focusing on an important aspect of Giving Days. Facilitators will stoke the discussion, then report back to the larger group on the main takeaways.
4:15 to 5:15: Sustainability -- and the Future With a few Giving Days under their belts, community foundations are beginning to ask how they can ensure these campaigns are financially sustainable. And some are beginning to experiment, by cutting costs, raising fees for nonprofit participants, or even using the Giving Days as a way to increase their funds under management. Our panelists look at the future of Giving Days and what these campaigns can ultimately mean for the future of community foundations.
Speaker(s): Michael Batchelor, President, The Erie Community Foundation; Keith Burwell, President & CEO, The Toledo Community Foundation; Anna Dilernia, Assistant, John S. & James L. Knight Foundation; Victoria Fear, Programs Officer, The Miami Foundation; Lori Finch, Vice President, Community Giving, KIMBIA; Carol Goglia, Senior Director of Communications, Communities Foundation of Texas; Beth Kanter, CEO and Author, Beth's Blog; Janell Kaplan, Director of Donor Engagement, The Miami Foundation; Liz Kip, Manager of Community Philanthropy, ; Mari Ellen Loijens, Chief Business, Development and Brand Officer, Silicon Valley Community Foundation; Gretchen Minekime, Vice President of Communications, The Community Foundation Serving Boulder County; Dana Nelson, Executive Director, GiveMN; Bahia Ramos Synnott, Program Director, Arts, John S. & James L. Knight Foundation
2:00 p.m. - 5:15 p.m.
–Deep Dive - Scholarships, Fellowships and Student Loan Forgiveness
Junior Ballroom BThe need for scholarships and other assistance has never been greater as student loan debt has doubled since 2007, leaving many to think it is poised to be the next financial crisis. Community foundations play a vital role in helping students attend college by providing scholarships, fellowships and in some cases, student loan forgiveness programs. This session will open with Council attorneys Suzanne Friday and Lara Kalwinski reviewing the legal requirements and IRS guidance that community foundations must follow to administer scholarships including the complicated rules applicable to employer-sponsored scholarships.
Next, David Lindberg, Chief Financial Officer of the Council of Michigan Foundations and Randy Maiers, President of the Community Foundation of St. Clair County (MI) will discuss how a group of community foundations in Michigan have been exploring the option of providing scholarships to graduates that return to their local community. The purpose of the scholarships would be to pay off student loans. Mr. Lindberg will also explain how the Detroit law firm Clark Hill researched the legal issues and provided an opinion supporting this type of scholarship program under the right conditions.
Finally, Susie Nelson, Executive Director of the Community Foundation for the Ohio Valley and Judy Sjostedt, Executive Director of the Parkersburg Area Community Foundation will discuss how they partnered to create the Civic Leaders Fellowship Program. This grant-funded program provides paid internships to college students in their field of study within their region. The students work for six weeks and convene one day a week for leadership and community training. The goal behind the program is to show these young people that there are good job opportunities in their home communities. Attorneys Friday and Kalwinski will also explain the tax implications and legal issues associated with this type of program.
Session Materials :
- Supplemental Materials
- Evaluation
- Scholarships, Fellowships and Student Loan Forgiveness Materials
- PowerPoint 1 -Legal Background
- PowerPoint 2 - Reverse Scholarships
- PowerPoint 3 - Case Study: The Civic Leaders Fellowship
Speaker(s): Suzanne Friday, Senior Counsel and Vice President of Legal Affairs, Council on Foundations; Lara Kalwinski, Executive Director of National Standards and Senior Counsel, Council on Foundations; David Lindberg, Chief Financial Officer, Council of Michigan Foundations; Randy Maiers, President, Community Foundation of St. Clair County; Susie Nelson, Executive Director, The Community Foundation for the Ohio Valley, Inc.; Judith Sjostedt, Executive Director, Parkersburg Area Community Foundation
2:00 p.m. - 3:15 p.m.
–Engaging Next Gen Donors: Enhancing Today’s Strategies for Tomorrow’s Donors
Room 25ABIt's a fact that the NextGen donor is a segment of the field we are all trying to engage. In this session, we will outline some of the newest national research and studies on NextGen donors and discuss charitable behaviors of today's generations (Gen X, Gen Y, Boomers, and Matures). Come ready to engage and share best practices, and leave with tools to assist with developing peer learning of NextGen donors.
Speaker(s): Erin Scott, , The Columbus Foundation; Jennifer Touchet, Director of Family Philanthropy, Greater Houston Community Foundation
2:00 p.m. - 3:15 p.m.
–Global Perspectives for Local Action
Room 25CJoin us in this session as we discuss community philanthropy experiences and strategies from global practice. We will highlight practices that consciously seek to be reflective by identifying community priorities, involving new community members, and engaging the next generation in community-based, locally funded, secular philanthropy. The focus is on community action and the development of strategic thinking through engagement with secular place-based grantmaking institutions, including community foundations, social funds, and other organizations.
Speaker(s): Akira Barclay, Grantmaker and Community Philanthropy Specialist, ; Anderson Giovani da Silva, CEO , ICom - Instituto Comunitario Grande Florianopolis
2:00 p.m. - 3:15 p.m.
–Hand-in-Hand: Development and Finance Together for Growth
Exhibit Level Room 21Hear examples of shops where the Development and Finance departments work together successfully on donor calls as a matter of policy. Share your experiences on the benefits of this partnership in this interactive session. Learn how integrating this type of joint involvement on a regular basis can help increase donor satisfaction, reduce internal miscommunications, and really push your donor service to the highest level possible.
Continuing Professional Education (CPE)
Session participants can earn 1.5 CPE credits in Specialized Knowledge and Applications field of study. This session has no prerequisites and requires no advanced preparation.
Learning Objectives:
- Learn how to incorporate the Development/Finance partnership in your organization
- Discuss the importance of collaborating internally, as much as we do externally
- Increase efficiencies in your organization while simultaneously raising the level of donor service
Program Level: Basic or Intermediate
Delivery Method: Group-Live
The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Speaker(s): Yvonne Maher, Vice President for Development and Donor Services, The Pittsburgh Foundation; Cheryl McKenna, Chief Financial Officer, Community Foundation of Lorain County; Paul Velaski, Chief Operating Officer/Chief Financial Officer, Silicon Valley Community Foundation
2:00 p.m. - 3:15 p.m.
–Harnessing Encore Talent for Addressing Society’s Challenges and the Opportunity for Community Foundations
Exhibit Level Room 22Individuals age 50 bring a wealth of experience raising families, building careers, and navigating life's challenges. Many are deciding what to do for their Encore--work in the second half of life combining personal meaning and social impact. Conversely communities need added resources to help them address chronic social challenges. Foundations operate at the nexus and have the opportunity to support their communities gaining benefit from this experienced natural resource. Join this session featuring the visionary leader behind Encore in a discussion with foundation leaders on the integral role that community foundations have played in strengthening local human capital and created a multiplier effect in terms of impact.
Speaker(s): Stacey Easterling, Program Excutive, Ageing, The Atlantic Philanthropies; Robert Eckardt, Executive Vice President, The Cleveland Foundation; Marc Freedman, Founder/CEO, Encore.org; Marlene Spalten, President & CEO, Community Foundation of Tampa Bay, Inc.
2:00 p.m. - 3:15 p.m.
–Know & Go Sessions
Exhibit Level Room 232:00pm - 2:20pm FRED Talk
Building the Board of Your Dreams: More and Better Trusteeship in the 21st Century
Essex County Community Foundation (ECCF) has developed a comprehensive and highly successful Center for Nonprofit Excellence to foster expert trustees and high-functioning boards. The County's 2500 nonprofits that need at least 20,000 trustees, and ECCF is helping to support a leadership pipeline that fills those roles. There is little in the civic or professional life of most people that prepares them well for governance, fiduciary responsibility, compliance, strategy, succession, sustainability, vision, or other elements of the public trust for which they find themselves responsible. Visible community needs and tangible philanthropic opportunities go unmet because leadership is not always up to the challenge.
Speaker: David Welbourn, President & CEO, Essex County Community Foundation
2:25pm - 2:40pm Peer Share
A Public Private Partnership That Transforms a Community
In January, 2012, the Mayor and City Council, in response to city staff's recommendation, asked the Community Foundation of Greater Greensboro to convene a community-wide task force. The group would study the economic feasibility of building a new performing arts center, the economic impact of a downtown location, the business model necessary for successful operations, and how to finance its construction. An 82-member task force was created representing all segments of the community, as well as proponents and opponents to the project. An objective analysis of the community's performing arts needs was professionally done and convenings of businesses, citizens, and local arts groups were held. The findings were used to develop a community-based recommendation back to City Council. This part of the project, Phase I, was privately funded and involved thousands of citizens. All meetings were open to the public and media coverage was extensive. It evolved into one of the largest community conversations in the City's history. Join us to learn more about this public-private partnership in the works.
Speaker: H. Walker Sanders, President, Community Foundation of Greater Greensboro, Inc.
2:45pm - 3:00pm Peer Share
Stand for Your Mission: A Campaign to Unleash the Power of Board Advocacy
Nonprofit organizations and their boards are often hesitant to use advocacy as a lever for postive impact, despite the fact that their missions are being directly impacted by the public policy decisions that are being around them. Community Foundations have an important role to play in changing the culture around advocacy, by sending a clear signal to nonprofit organizations and their boards about the power and potential of advocacy to create postive change.
Speaker: Anne Wallestad, President & CEO, BoardSource
3:05pm - 3:15pm FLASH Learning
Global Storytelling - Kenya Community Development Foundation
Come hear from international community foundations.
Session Materials :
2:00 p.m. - 3:15 p.m.
–Media Deserts Project: Addressing Community News and Information Needs
Exhibit Level Room 11Since 2008, more than 120 newspapers have ceased operation in communities across America. Too many issues that once came to the public's attention through newspapers are now fragmented across media and platforms - if covered at all. As a result, the ability of local residents to be informed and engaged with their neighborhoods, schools and community organizations has become more difficult. This session will introduce The Media Deserts Project, which takes a new approach to visualizing affected geographies and engaging community foundations in solving community news and information needs. Participants will learn hands-on activities that mirror strategies for seeding community conversations to develop localized media innovations. Learn how community foundations are taking leadership roles in developing local solutions and how you can make a difference.
Speaker(s): Michelle Ferrier, Associate Dean for Innovation, Scripps College of Communication, Ohio University; Michelle Ferrier, Associate Dean for Innovation, Scripps College of Communication, Ohio University; Peggy Holman, Executive Director and Co-founder, Journalism That Matters
2:00 p.m. - 3:15 p.m.
–Once in a Century Opportunity: How to Market Community Foundation Centennials
Room 26ABAre you planning your community foundations' centennial celebration? Come join us as we cover key elements in how to market your campaign message. You will hear from community foundation leaders who will share best practices in marketing their celebrations of 100 years of community philanthropy.
Speaker(s): Allison Carney, Community Manager, ; Jessica David, Vice President of Strategy and Community Investments, Rhode Island Foundation; Kathryn Dunn, Vice President, Community Investment, Greater Milwaukee Foundation; Cheryl Hughes, Senior Director of Strategic Initiatives , The Chicago Community Trust; Michael Murphy, Chief Marketing Officer, The Cleveland Foundation
2:00 p.m. - 3:15 p.m.
–Telling Powerful Stories to Engage the Community
Exhibit Level Room 10Communicating the mission and vision of a community foundation is essential to success. We have so many good stories but we don't understand how to share them. This session focuses on implementing the fundamental techniques of storytelling to engage your listener from the very first sentence. Jeff Polish, Executive Director of The Monti and business consultant, will teach very simple techniques and principles that will make the listener care deeply about what is being said. Attend this lively session and learn to untrap your foundation's stories of giving and impact.
Speaker(s): Jeff Polish, Founder and Executive Director, The Monti
2:00 p.m. - 3:15 p.m.
–Understanding the Impact: Learning from Evaluating Place-Based Work
Room 26CCommunity foundations are often investing in a variety of initiatives and organizations to achieve community-wide change. This work is often complex, long term, and can take many forms. This makes it difficult for grantmakers to measure changes that occur at the community-wide level. At the same time, community foundations are increasingly focused on the use of data, performance measurement, and evaluation for learning to assess progress and understand the impact of their contributions.
This session will share examples of the ways community foundations engage with grantee organizations and community stakeholders to learn over the course of community change efforts. It will explore the types of outcomes place-based funders strive for, as well as the different ways they seek to gauge progress and impact. Using an interactive format, participants will learn about the efforts of peers as well as contribute their own experiences in order to build collective knowledge.
Session Materials :
Speaker(s): Heather Peeler, Vice President of Member & Partner Engagement, Grantmakers for Effective Organizations; Carrie Pickett-Erway, President & CEO, Kalamazoo Community Foundation; Renee Wizig-Barrios, Sr. VP & Chief Philanthropy Officer, Greater Houston Community Foundation
2:00 p.m. - 3:15 p.m.
–Washington Update: Tax Reform in the Next Congress
Exhibit Level Room 20What's happening on Capitol Hill that could impact community foundations? What is - and is not - on the radar screen in Washington and how will the midterm elections influence the remainder of the year? Will Congress ever renew the tax extenders - including the IRA charitable rollover? Will anything come of the America Gives More Act? Come hear how the decisions being made in the nation's capital affect the work you do in your community and what you can do about it!
Momentum is building for a major overhaul of our tax code, and it is imperative for philanthropic organizations to weigh in on the conversation. In February, House Ways and Means Committee Chairman Dave Camp (R-MI-4) released a tax reform discussion draft, with many proposed changes that would have a direct bearing on individuals' giving incentives as well as the way in which tax-exempt organizations go about their business. Among those propsals is a mandatory 5-year payout of donor advised funds. Come discuss the steps the Council is taking to ensure that this troubling provision doesn't become law, what we could do differently, and how you can help. And, hear from our panel of D.C. insiders as they dive into what the environment for tax reform in the lame duck session of Congress and beyond.
Speaker(s): Matthew Dolan, Director, The Federal Policy Group, LLC; Katherine LaBeau, Policy Director & Counsel, ; Sue Santa, Senior Vice President of Public Policy and Legal Affairs, Council on Foundations
3:15 p.m. - 4:00 p.m.
–Break in Community Central
Grand Ballroom FoyerTake a breather before the next round. Know & Go speakers will be around to chat about FRED Talks and FLASH presentations and Learning Labs will be available in Community Central.
3:15 p.m. - 12:00 a.m.
–Learning Lab - A New Approach to an Old Concept – Improving Investment Policy by Refining Risk Management
How do you define risk? Is your definition the same as others around the Investment Committee table? Committees sometimes fail to reach consensus on their institution-specific definition of risk, and may make decisions in reaction to market events that in retrospect were ill-timed. How can Committees prioritize risk concerns? How do we codify these beliefs? How often are they to be revisited? How can we manage expectations during unexpected events?
Provided by: Mercer
Location: Community Central
Session Materials :
4:15 p.m. - 5:15 p.m.
–Building Sustainable Cities: Role of Community Foundations in a Global Context
Exhibit Level Room 12Cities have become stages on which the major forces of societal change are played out most powerfully. The well-being of a largely urban world will depend on our ability to harness the positive current of these mega-trends - in a way that is inclusive, engaging, equitable and respectful of all. Foundations are key actors in the urban sustainability agenda - around the world, they support citizens and civil society organizations in designing solutions for urban challenges as well as in shaping the future of their cities. This session will explore how community foundations contribute in advancing urban sustainability today and how, through their work in the communities, can help shape the future global sustainable development agenda.
Speaker(s): Felix Dodds, Special Advisor, Communitas Coalition; Neal Hegarty, Vice President, Programs, Charles Stewart Mott Foundation; Lillian Kuri, Program Director for Architecture, Urban Design and Sustainable Development, The Cleveland Foundation
4:15 p.m. - 5:15 p.m.
–Investing in People: Place Based Strategies for Nurturing Diverse Leadership
Exhibit Level Room 11Over the last decade, community foundations have deliberately worked to grow, catalyze, and network effective leaders from diverse sectors to address root causes of inequity and build thriving economies. We have come a long way and still have a lot to learn. Come learn from three community foundations in Northern New England who are each creatively engaging and working to nurture pipelines of leaders in various regions of the Northeast. See how they have partnered with communities, woven principles for effective engagement and network leadership into programming, and are seeing the impact of intentional leadership development.
Speaker(s): Meredith Jones, President and CEO, Maine Community Foundation; Jen Peterson, Vice President for Program and Grants, The Vermont Community Foundation; Kirsten Scobie, Director, New Hampshire Charitable Foundation
4:15 p.m. - 5:15 p.m.
–Investment Performance and Strategy
Building a resilient investment strategy and ensuring strong performance is key to a community foundation's ability to serve grantees, attract donors, and ultimately to fulfill its mission. This rich discussion among investment professionals will help inform the complex investment decisions that community foundation leaders must make. Survey research reveals the field's collective performance results and asset allocation strategies over the past couple years, and it signals what future trends are being forecasted. Hear how some of the top performing community foundations approach their investment strategies, no matter their size or focus.
Continuing Professional Education (CPE)
Session participants can earn 1 CPE credit in Finance (Asset Management) field of study. This session has no prerequisites and requires no advanced preparation.
Learning Objectives:
- Learn about recent trends in investment, spending and governance at community foundations.
- Learn how these trends differ among the community foundations of varying sizes covered in the FY2013 Commonfund Benchmarks Study of Community Foundations.
- Participate in a facilitated discussion led by William Jarvis which will probe into similarities and differences between institutions with respect to these trends.
Program Level: Intermediate
Delivery Method: Group-Live
The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
Session Materials :
Speaker(s): William Jarvis, Executive Director, Commonfund
4:15 p.m. - 5:15 p.m.
–Know & Go Sessions
4:15pm - 4:35pm FRED Talk
On the Table: Finding Solutions to Issues through Community Dialogue
This session will present a model for civic engagement drawing from The Chicago Community Trust's largest public facing initiative - On the Table. To commemorate its 99th anniversary, the Trust invited thousands of Chicagoland residents to discuss how to collaboratively build and maintain strong, safe and dynamic communities. The imaginative public square was designed to generate new ideas, inspire bold solutions, and cultivate relationships to improve communities throughout the region. The Trust engaged over 11,500 residents - including all local media - in nearly 1,100 conversations. Every Chicagoland neighborhood and residential zip code in the city, as well as 11 area counties were represented. As a lead up to its 100th anniversary, the On the Table conversations provided a forum to explore what it means to be part of a community in the 21st century and inform the Trust's work to improve the quality of life of the region and its residents.
Speaker: Cheryl Hughes, Senior Director of Strategic Initiatives, The Chicago Community Trust
4:40pm - 4:55pm Peer Share
Community Impact Funds - Lessons from the Field
This Peer Share will reflect on the successes and challenges of Community Impact Funds through a case study of the Greater Houston Community Foundation's Strategic and Homelessness Funds. Community Impact Funds offer donors a way to give together in a focused, strategic way to make a significant difference on an issue. Each Community Impact Fund is unique, but what they all hold in common is that they are donor-driven. These funds are great donor engagement tools as donors form a learning community and engage in strategic giving and venture philanthropy. Through this reflection we will engage participants in discussion and brainstorming sessions on best practices and innovative ideas for creating and sustaining community impact funds.
Speaker: Renee Wizig-Barrios, Senior VP & Chief Philanthropy Officer, Greater Houston Community Foundation
5:00pm - 5:05pm FLASH Learning
Global Storytelling- Comunalia - Alianza de Fundciones Comuntarias de Mexico
Come hear from international community foundations.
Session Materials :
4:15 p.m. - 5:15 p.m.
–Local Issues. Local Solutions. Communicating the Value of Community Foundation Donor Advise Funds
Room 25ABThe future of Donor Advised Funds (DAFs) may be in jeopardy, due to a proposed tax bill.
DAFs are a unique investment tool for communities across the country, yet DAFs are misunderstood. The recent Urban Institute Donor Advised Fund Survey demonstrates the value of DAFs on a number of levels. As the survey results clearly show, DAFs can enhance a community foundation's discretionary grant making and facilitate a donor's engagement with his or her community. Yet, the future of DAFs depends largely on how we communicate their value.
This session will discuss how we individually and collectively communicate the value of DAFs in our communities. We will discuss how our communications and donor services teams can work together to collect and share these important stories. Together, we can convey how community foundations facilitate local solutions to the causes and issues that matter most.
Speaker(s): Rebecca Arno, Director, Barton Institute For Philanthropy and Social Enterprise; Keith Mahoney, Vice President of Communication & Public Affairs, The Boston Foundation; Lesley Martinelli, Senior Director of Donor Services, The Dallas Foundation; Sue Santa, Senior Vice President of Public Policy and Legal Affairs, Council on Foundations
4:15 p.m. - 5:15 p.m.
–Our Movement. Our Moment. Canada's Focus on Collective Impact and Action
Exhibit Level Room 20For the past three years Canada's community movement has been focused on harnessing the collective impact of the country's 191 community foundations. Canada's community foundation movement is exploring collective action and impact on multiple levels. Initiatives range from brand building via its first national awareness campaign to mobilizing community knowledge via Vital Signs then acting on that research through shared value partnerships in areas like youth and sport. This session will explore how community foundations are navigating local priorities with national opportunities and the work that's taking place to find common ground and shared benefit.
Speaker(s): Terry Cooke, President and CEO, Hamilton Community Foundation
4:15 p.m. - 5:15 p.m.
–Outside the Lines: Foundations' Role in Reinventing Public Education in Cleveland
Exhibit Level Room 21In 2006, the Cleveland Foundation and The George Gund Foundation embarked on a joint strategy to reinvent public education in Cleveland. The two foundations partnered with the Cleveland Metropolitan School District (CMSD) and high-performing charter schools to create a portfolio of excellent schools in Cleveland, autonomous in their operations and accountable for student success. This strategic initiative resulted in the creation of 14 new, semi-autonomous district innovative schools and ten high-performing charter schools working in partnership with the district.
The promise of these newly created schools compelled the development of Cleveland's groundbreaking Plan for Transforming Schools in 2012. Commissioned by Mayor Frank Jackson, the plan was developed by the CMSD, the Cleveland and George Gund foundations, Greater Cleveland Partnership, Breakthrough Charter Schools, and the mayor's staff. The goal of the Cleveland Plan is to ensure every child in Cleveland attends a high-quality school and that every neighborhood has a multitude of great schools from which families can choose.
Landmark legislation to support the Cleveland Plan was signed into law in July 2012. In November 2012, Cleveland voters demonstrated their commitment to the plan by voting for the largest levy in the city's historythe first to share revenue with partnering charter schools. Five new schools are opening this fall and other important reform initiatives are underway. This session will provide the background, context, lessons, and outlook for the work ahead. See why Cleveland is small enough to make it work and large enough to make it matter.
Speaker(s): Eric Gordon, CEO, Cleveland Metropolitan School District; Shana Marbury, General Counsel and Vice President, Strategic Initiatives and Research, Greater Cleveland Partnership; Ann Mullin, Senior Program Officer, Education, The George Gund Foundation; Helen Williams, Program Director for Education, The Cleveland Foundation
4:15 p.m. - 5:15 p.m.
–Philanthropy, Accountability, and Community: A Conversation
Room 26CIn a new Kettering Foundation/Philanthropy for Active Civic Engagement (PACE) report on the topic of transparency and accountability in the field of philanthropy, philanthropic and nonprofit leaders describe an alternative understanding of "accountability" that is based on relationships rooted in respect and clarity. The report suggests that the implications of this understanding ought to be the subject of conversation across the sector, as it responds to the accountability movement.
Report author Brad Rourke, program officer at the Kettering Foundation, and Christopher Gates, former Executive Director of PACE and the new president of the Sunlight Foundation, will describe the report and lead a discussion addressing questions raised by the report including: How public are philanthropic dollars? What is the obligation of philanthropy to the community and fields it funds? Does the increasingly 'public' role of philanthropy change the equation? How can we add clarity and context to transparency? What is our responsibility for showing impact? How can we improve our working relationship with citizens and demonstrate respect?
Session Materials :
Speaker(s): Christopher Gates, Senior Advisor, ; Kevin Murphy, President, Berks County Community Foundation; Brad Rourke, Program Officer, Kettering Foundation
4:15 p.m. - 5:15 p.m.
–What Does Your Community Care Most About: Using Design Thinking in Philanthropy
Exhibit Level Room 22Design thinking is successfully used by companies like Idea and Coopers Union to help develop desired solutions and build products and experiences. How can philanthropists borrow from those practices to identify the problems their community cares about and the solutions that motivate them? Marnie Webb, CEO of Caravan Studios, will describe the community design process that she and her team have developed and deployed. This process has resulted in successful projects like SafeNight - an app that helps provide urgently needed shelter for domestic violence and human trafficking survivors - and Range - a mobile app that shows the nearest place for a youth to get a free summer meal.
Their five step design process - Generate, Design, Select, Build and Use - emphasizes genuine listening, collaboration, and most important, a process that allows community members to be engaged in problem identification and solution development. In practice, this results in better and more targeted programs. It also provides multiple opportunities to educate community members about a wide array of resources within their community. In this session, participants will overview the process, determine opportunities to deploy it, and understand the resources necessary to implement in their communities. Participants will also leave with a wide variety of learning resources for future reference.
Speaker(s): Marnie Webb, CEO, Caravan Studios, NGOsource/Techsoup Global
5:30 p.m. - 6:30 p.m.
–Break in Community Central
Grand Ballroom FoyerTake a load off in Community Central or continue the conversation after a great first day of conference activities but don't be late for the networking reception at the Cleveland Museum of Art!
6:00 p.m. - 9:00 p.m.
–Networking Reception at the Cleveland Museum of Art
The extensive collection of the Cleveland Museum of Art will serve as the backdrop for the Fall Conference's Monday evening reception. You'll have the opportunity to mingle among a wide range of art works from around the world.
Please note: buses to this event will depart from the Westin, Renaissance and Marriott hotels only. Tickets can be purchased to attend just this event.
7:30 a.m. - 8:30 a.m.
–Networking Breakfast
Grand Ballroom FoyerEnjoy breakfast with your fellow attendees and prepare for the morning plenary. Also available: a Learning Lab in Community Central from 8:00 - 8:30 a.m.
8:00 a.m. - 8:30 a.m.
–Learning Lab - Effective Use of Measurement to Assess Need & Monitor Outcomes
Measure what matters - a common foundation of data and a shared understanding of strengths and challenges spurs community collaboration and drives change. CGR has mastered the craft of credible, cost effective assessment. Learn how to tell your story and assess progress toward your goals.
Provided by: Center for Governmental Research
9:00 a.m. - 10:30 a.m.
–Morning Plenary - The Changing World of Community Foundations: What To Learn from It and How To Embrace It
Grand BallroomJoin the Monitor Institute on a learning journey where you will have a chance to explore the evolving roles of community foundations and strategize for the future of your foundation. Based on Monitor's Institute's year-long innovation and design research to help community foundations, this session will utilize the most cutting edge thinking to inform your work. Engage in a strategy session with your peers as we challenge old assumptions about how community foundations work and imagine what can be for the future.
Speaker(s): Gabriel Kasper, Managing Director, Monitor Institute
10:30 a.m. - 11:00 a.m.
–Break in Community Central
Grand Ballroom FoyerGear up for a Roles Workshop by taking a break in Community Central.
11:00 a.m. - 12:15 p.m.
–Workshops Based on the 10 Roles of Community Foundations
Expanding Financial Capacity
Nebraska Community Foundation
Room 26AB
Asour country continues to change and wealth shifts, how do community foundations think about expanding financial in new, innovative and relevant ways? In 2002, the Nebraska Community Foundation conducted the nation's first ever county-by-county study of the intergenerational transfer of wealth and has conservatively estimated that more than $600 billion will transfer from one generation to the next in Nebraska within 50 years. Join Richard Walters, Board Chair, Nebraska Community Foundation, as he shares their work pioneering a decentralized, community-based system whereby volunteer affiliated fund leaders are reaching out to their friends and neighbors to share the good news of this incredible abundance and asking them to actively participate in building their community by contributing their time, talent and treasure. Nearly 1,800 volunteer affiliated fund leaders are raising, endowing and reinvesting more than $220 million over the past 20 years. Combining benevolence and reinvestment with community leaders who call the shots is changing the way everyone is thinking about and talking about the future of Nebraska's hometowns.
Advocating
Galesburg Community Foundation
Room 21
Although often seen as a less traditional and sometimes controversial role, advocacy plays a critical role for our work-- whether it be making the case for an organization/initiative or enhancing policy to serve the greater good. This session represents a special opportunity to explore this topic with Josh Gibb, Executive Director, Galesburg Community Foundation. In conversation with Gibb, learn about the impact advocacy has had in the Galesburg community as well as what it takes to build advocacy efforts for community foundations.
Deploying Financial Capital
The Greater Cincinnati Foundation
Room 26C
Although grantmaking is a traditional core function of community foundations, there are growing and diverse approaches to deploy financial capital to compliment this core function. In particular, impact investing has taken off as a fresh and compelling approach to invest in communities and has increasing resonance with donors. Join Kathy Merchant, CEO/President, The Greater Cincinnati Foundation, for an interactive session focused on lessons learned about how they developed their mission investment strategy. As pioneers in this field with a diverse portfolio of current investments, come learn first hand about the do's and don'ts for community foundations.
Community Planning
Community Foundation of Greater Des Moines
Room 22
Working effectively with community is a critical role that requires skill, strategy and practice. In this session, Kristi Knous, President of the Community Foundation of Greater Des Moines, will focus on the integral role community foundations can play in community planning. The Community Foundation of Greater Des Moines led efforts to engage its region in a comprehensive planning process that spurred the development of the five-year regional plan, Capital Crossroads. Knous will lead an interactive discussion where participants can think through their role in community planning and how this work can position their community foundation as a critical community leader and partner.
Financial and Donor Services
The San Francisco Foundaiton
Room 11
Changing demographics are forcing community foundations to think differently and creatively about attracting, working and engaging with donors. This shifting competitive landscape is causing community foundations to define more clearly their unique value propositions to differentiate themselves from other organizations. During this session, learn with Ruben Orduna, Vice President, Philanthropic Services from The San Francisco Foundation about best practices to work more effectively with donors, provide the right combination of services including education as well as connecting donors with one another and managing their diverse requests.
Building Capacity
Nonprofit Capacity Building
Room23
Join John Kobara, EVP and COO of the California Community Foundation, for a lively discussion around how to build nonprofits' capacity to deliver on the promise to their local communities. The California Community Foundation has a long history of using nonprofit capacity building as a part of its organizational strategy and has learned many lessons from their work. During this session, participants will have the opportunity to explore different approaches to capacity building as well as take advantage of the wisdom from the California Community Foundation's lessons learned.
Building Capacity
Cultural Competency
Room 25AB
Long term community impact requires community engagement and ownership. Are your nonprofit partners capable of working in a culturally competent way to meet the needs of local communities? During this session, learn with Rebecca Arno, Vice President of Communications from The Denver Foundation, who will share their efforts on developing the leadership skills and talents of individuals as a part of their targeted capacity building strategy. In particular, Arno will focus on the Foundation's efforts to develop the leadership of local residents through its Resident Leadership Institute and how they help build the capacity of nonprofit organizations to address issues of race and equity. Attendees will have the opportunity to discuss and share ideas about how to build the capacity of their community.
Sharing Community Information
Hamilton Community Foundation
Room 20
What data can you trust? What is truly happening in your community? The role of information collecting, sharing, and using data strategically is critical in this ever changing, faster world in which we live. Community foundations, as trusted community institutions, have a unique opportunity to be stewards of community data. During this workshop, Terry Cooke, President and CEO, of Hamilton Community Foundation, Ontario, Canada's first community foundation shares insights from their Vital Signs work, a citizen's report of the quality of life in Hamilton. How and why did they create this report, how are they using it to drive their work and how can your organization think about playing a similar role are specific topics to be covered.
Aligning Action
Ann Arbor Area Community Foundation
Room 25C
The return on community investment is higher when philanthropic efforts are aligned and yet alignment is often easier said than done. Join Neel Hajra, COO and Vice President of the Ann Arbor Community Foundation, as he shares his perspective and insights about creating aligned action. In particular, Hajra will share his lessons learned from the Foundation's work building and coordinating the highly successful public-private partnership among six local funders who worked with local health and human service agencies to strengthen the social safety net in Washtenaw County.
Engaging the Community
Residents as Partners: Expanding Your Role and Your Imapct - Part 1
Junior Ballroom A
Heard the buzz about community foundations that are strengthening their communities by working alongside residents to identify community challenges and build solutions together? Are you facing your own breakthroughs and roadblocks as you move more deeply into the community? Then join us for this session that will highlight the experiences of eight community foundations that spent a year together as part of the 2013-14 Resident Engagement Community Leadership Network (CLN). The CLN grew out of the CFLeads Cultivating Community Engagement Panel's Call to Action that urged community foundations to work more closely with residents as partners in order to deepen their impact. At this session, you'll find motivation from the experiences of the foundations that participated in the CLN. You'll also receive three new publications from CFLeads: a report citing lessons learned, a collection of stories from the field and a guidebook to explore your readiness.
12:15 p.m. - 12:45 p.m.
–Learning Lab - Generating ROI through Technology, Part 1: The Key Empirical Findings of The 2014 Donor Experience Study
Lead by Ann-Marie Harrington, President and Founder of Embolden, and Laura McKnight, former CEO of Greater Kansas City Community Foundation. This lab will focus on the 6 key findings from the 2014 Donor Experience Study conducted by Mulberry South, in addition to a discussion around how these findings can lead to real impact (or ROI) on the donor experience through technology.
Provided by: Crown Philanthropic Solutions and Embolden
12:30 p.m. - 1:30 p.m.
–Networking Lunch
Mingle with your colleagues or continue your learning experience with a Learning Lab from 12:15 - 12:45 p.m. A lunch buffett will be located in Community Central.
12:30 p.m. - 5:00 p.m.
–Site Session: A Changing Landscape: Access, Research and the Future of Health Care
Cleveland, renowned for its cutting-edge health care infrastructure, is not immune from the rapid changes that are affecting every sector of the industry. Unique programs and partnerships are addressing the changing environment from every angle, including early-career training, local workforce support through provider education, unique health access initiatives, and industry-leading research innovations. On this learning tour, we will gain an understanding of Cleveland's most innovative and iconic public health organizations and programs, guided by program leaders and their philanthropic partners.
This tour will include visits to The MetroHealth Mobile School Clinics & Care Alliance Health Center, and other hospitals and clinics showcasing Cleveland's Healthcare Infrastructure and dedication to Medical Education and the Future of Health Care.
For more information and to pre-register for this free site session, please visit the Site Sessions page.
12:30 p.m. - 5:00 p.m.
–Site Session: From Vision to Transformation: How the Arts Can Drive Community Change
Three Cleveland cultural organizations have led the transformation of the physical appearance, the economic heart, and the lifeblood vibrancy of their formerly depressed city neighborhoods. A social-justice-focused progressive theater, a contemporary art museum and a major entertainment and theater complex have each been the visionary and the catalyst for the unlikely, but now commonplace partnerships and collaborations that are changing the face of Cleveland. Cleveland Public Theatre and the Gordon Square Arts District in a west side inner-city neighborhood, the Museum of Contemporary Art and the multi-anchor institution collaboration in the Uptown neighborhood - home to Cleveland's cultural, health care and educational anchor institutions, and the historic downtown PlayhouseSquare theatre district, are changing how people live, work, and play in Cleveland.
This tour will include insights from Raymond Bobgan, Executive Artistic Director, Cleveland Public Theater, Matt Zone, Cleveland City Council, Jill Snyder, Director, The Museum for Contemporary Art, Tom Einhouse, Director of Playhouse Square Development, and Art Falco, CEO Playhouse Square.
For more information and to pre-register for this free site session, please visit the Site Sessions page.
12:30 p.m. - 5:00 p.m.
–Site Session: Land Use as a Connector and Economic Driver
Like many urban centers and industrial towns, Cleveland has been challenged in recent decades by drastic population declines and a surplus of vacant urban land. The great recession and foreclosure crisis have exacerbated the problem and restricted resources available to address urban blight. In Cleveland, public and private entities have worked together to transform vacant land and promote sustainable economic development. On this tour you will see outcomes of these collaborative efforts and learn about the role philanthropy can play in the effort to creatively re-use land in order to spur economic growth.
This tour will include visits to Rivergate Park, a 2.8 acre parcel of land in the center of Cleveland's Flats District, Evergreen Cooperative & Green City Growers and Cleveland's MidTown District.
For more information and to pre-register for this free site session, please visit the Site Sessions page.
12:30 p.m. - 5:00 p.m.
–Site Session: Philanthropy’s Role in Changing the Landscape of Out-of-School Time Programs
In 2008, the Cleveland Foundation and its community partners rolled out My Commitment, My Community (MyCom), a youth development initiative that serves children from kindergarten through college. MyCom created several best practice components aiming to inspire and prepare Greater Cleveland's young people to reach their full potential and become good citizens. The Out of School Time (OST) component challenges communities across the county to address youth and families' most pressing need for access to safe, quality OST activities. In addition, a professional development component was created that infuses training, assessment tools and technical assistance to increase youth development competencies in MyCom partner agencies. This unique arrangement between Cuyahoga County, the Cleveland Foundation and Starting Point (an information and referral agency) has created a network throughout the community to address the need for alternate approaches to OST services.
On this learning tour, we will meet innovative providers that are trained, incorporate best practices in youth development and build skills of young people that attend their programs and linkages to additional services in the community.
This tour will include visits to the Rainey Institute and New Bridge: Cleveland Center for Arts and Technology where you will hear insights from Vet Nixon, OST Specialist, Starting Point, Lisa Bottoms, Program Director, Cleveland Foundation, Robin Mratin, Director, Family and Children First Council, Cuyahoga County, Pat Heilbron, TrueMart, Youth Development Fellowship Program, John Carmichael, Executive Director, New Bridge, and Michael Matthews, Associate Director, Neighborhood Leadership Institute,Sam Gissentaner, Cleveland City Recreation, and John Lisy, Executive Director, Shaker Youth Center.
For more information and to pre-register for this free site session, please visit the Site Sessions page.
12:30 p.m. - 1:30 p.m.
–What's New with National Standards-Salon
Room 25ABEvery five years, the community foundation field selects representatives to review the National Standards for U.S. Community Foundations. 2015 marks the tenth anniversary of the first community foundations receiving their accreditation; therefore the National Standards Action Team, the Community Foundation National Standards Board, and the Council on Foundations took this moment to reflect on ensuring the National Standards reflect effective and legal practices of the field as well as provide a streamlined submission process. During the session, the 2015 National Standards program upgrades will be presented to the field. This presentation is the first of many that will be provided by the CFNSB through the Council or regional associations.
Speaker(s): Sandy Daniels, President, Daniels Consulting; Eileen Ellsworth, President and CEO, The Community Foundation for Northern Virginia; Claudia Piccirilli, Chief Operating Officer, Wizehive; R. Royster, President & CEO, Albuquerque Community Foundation
2:00 p.m. - 3:15 p.m.
–“Where Do You Work?” 29 Million Americans Want to be Asked this Question!
Room 25CSome Americans are born with a disability; others become disabled as a result of an accident, illness, or the natural aging process. In 2015, 25 years after passage of the Americans with Disabilities Act more than 80 percent of the 29 million working-aged Americans with disabilities are unemployed or underemployed -- the highest unemployment rate in the country. They live at poverty levels, are dependent on public assistance, generally invisible to the broader society, and frequently feel excluded from mainstream civic and social participation. The New York Community Trust will lead a conversation with three dynamic leaders from the business and government sectors who share innovative efforts they are leading, in partnership with philanthropy, to increase the number of disabled people in the workforce, including philanthropy's workforce. There is an important role community foundations can play with businesses and State governments to expand the number of people with disabilities working in local communities
Speaker(s): Irfan Hasan, Senior Program Officer, Health Services and Biomedical Research, New York Community Trust; Jill Houghton, Executive Director, U.S. Business Leadership Network; Jamie Kendall, Director, Special Projects Center for Disability and Aging Policy, U. S. Department of Health and Human Services; Rita Landgraf, Cabinet Secretary,
2:00 p.m. - 3:15 p.m.
–A Community-Centered Approach to Impact Investing
Exhibit Level Room 11How can community foundations take the lead in increasing the flow of private capital to the issues and places they care about? Foundation and field leaders will share a powerful set of stories to illustrate how community foundations are taking advantage of impact investing, the practice of making investments with the intention of producing social and financial returns. Participants will understand the urgency of helping their communities become investable and examine the leadership roles they can take in that process. A small group learning element will put community foundation learners into the shoes of those who have played a role in the broader ecosystem of impact investing, allowing participants to apply the strategies they have learned to their own communities.
Speaker(s): Peter Berliner, Managing Director, Mission Investors Exchange; Peter Berliner, Managing Director, Philanthropy Northwest; Robin Hacke, Senior Fellow, The Kresge Foundation; Marc Rand, Program Director, Loans and Affordable Housing, Marin Community Foundation
2:00 p.m. - 3:15 p.m.
–Board Management! How to Get the Best Out of Your Board
Exhibit Level Room 21Speaker(s): Vernetta Walker, Vice President, Programs & Chief Governance Officer, BoardSource
2:00 p.m. - 3:15 p.m.
–Bouncing Back: Leveraging Partnerships to Build Community Preparedness
Community foundations are increasingly being called upon by their communities to be leaders in disaster preparedness and recovery. They are looked to as hubs of information and resources (not just financial) in the years preceding and following a disaster. New initiatives within the Midwest are helping funders to prepare and engage around disasters in a manner never seen before.
Speaker(s): Nancy Anthony, President, Oklahoma City Community Foundation, Inc.; Brian Fogle, President and CEO, Community Foundation of the Ozarks; Maureen Lawless, Director of Member Services, Funders' Network for Smart Growth and Livable Communities; Karla Twedt-Ball, SVP, Programs & Community Investment, The Greater Cedar Rapids Community Foundation; Regine Webster, Vice President, Center For Disaster Philanthropy
2:00 p.m. - 3:15 p.m.
–Building the Capacity to Address Racial Equity and Inclusion Going Forward
Exhibit Level Room 10This session will bring together community foundations and place-based foundations that have been participating in the Race and Equity in Philanthropy Group to discuss how they have been addressing inclusion in their communities. The leadership, institutional priorities, internal culture, and systems and operations of these foundations are all critical to their ability to engage in their communities around racial equity and inclusion. Demographic changes have raised the stakes around the need to create foundation programming that directly names the racial dimension of the most pressing social and economic disparities. Join us while we discuss how their foundations are working directly with communities of color and leveraging resources from local anchor institutions to establish strategies to reduce inequities.
Speaker(s): Rebecca Arno, Director, Barton Institute For Philanthropy and Social Enterprise; James Head, President and CEO, East Bay Community Foundation; David Maurrasse, President & Founder, Marga Incorporated; LaDawn Sullivan, Manager, Strengthening Neighborhoods Program, The Denver Foundation
2:00 p.m. - 3:15 p.m.
–Community Foundations: Engines for Local Workforce Success
Exhibit Level Room 20Learn more about the leadership role of community foundations in reshaping and reimagining local workforce systems. Funder collaborative of the National Fund for Workforce Solutions , a Social Innovation Fund grantee from Wisconsin, Minnesota, Ohio and Illinois will be featured. These partners collaborate with businesses, communities, and philanthropy to develop employer-driven workforce strategies and create talent supply chains to close skills gaps, strengthen local economies, and create career advancement opportunities for low-wage workers and jobseekers. Importantly, these partners are catalysts for generating additional public and private investments for these sectorial workforce partnerships.
Speaker(s): Matthew Bruce, Executive Director, The Chicago Community Trust; Michael Coffey, Program Officer , The Greater Cincinnati Foundation; Ann Mulholland, Vice President of Community Impact, The Saint Paul Foundation; Kelly Ryan, President/CEO, Incourage
2:00 p.m. - 3:15 p.m.
–Community Foundations: Knowledge Hubs, Dot Connectors and Collaborative Learners
Room 25ABAs embedded actors within their communities, community foundations are uniquely poised to help community members, nonprofit leaders, donors and government officials become more informed and make better decisions. As both keepers and sharers of information and knowledge, community foundations can help connect the dots between different data points in their community in order to create a comprehensive and shared picture. This session will explore strategies and tools such as gamification, social media and community engagement to pursue a more engaged approach to using data to inform community priorities and philanthropic investment. Through an engaging, facilitative process, this session will encourage participants to reflect on their own communities and practices and identify new ways to increase community engagement, improve dialogue and support donors, funder collaborations, millennials and younger donors, and nonprofits.
Speaker(s): Christina Ciociola, SVP Grantmaking & Strategy, The Community Foundation for Greater New Haven; Janet Ginn, SVP/Development & Donor Relations, ; Lori Larson, Senior Director, Community Philanthropy, GuideStar USA, Inc.; Kara Straun, Knowledge & Evaluation Manager, The Community Foundation for Greater New Haven
2:00 p.m. - 5:15 p.m.
–Deep Dive - Agency Funds and Affiliates – New Ideas about the Role of the Community Foundation
Junior Ballroom BCommunity foundations are often seen as attractive options for nonprofit agencies and smaller geographically-based foundations looking for administrative and fundraising support, or ways to maximize investment performance. The Council legal team receives numerous questions on the traditional agency fund structure and affiliate relationships. At the same time, some community foundations have pioneered new ways to work with agencies and affiliates. This session will begin with Council attorneys Lara Kalwinski and Suzanne Friday explaining the legal requirements for component funds as they apply to agency funds and affiliate relationships. They will also discuss the different legal structures available for affiliates, the confusion surrounding financial reporting, use of a d/b/a and naming issues for affiliates, and other legal topics such as unrelated business income and investment management and licensing. Next, a representative from The Community Foundation of Greater New Haven and his team will discuss a new model for agency fund investment management and support that is working in New Haven. Assisted by experienced Connecticut attorneys, this Community Foundation performed the necessary due diligence, researched and received legal opinions that support this new business model whereby the agency fund is not held as a component fund of the Community Foundation. The result is a way to compete differently that is providing new income sources for this Community Foundation.
Continuing Professional Education (CPE)
Session participants can earn 3 CPE credits in Specialized Knowledge and Applications field of study. This session has no prerequisites and requires no advanced preparation.
Learning Objectives:
- Receive an overview of Federal Tax Law Related to Community Foundations and Scholarship Funds
- Learn how to implement and deal with Student Loan Forgiveness Programs
- Participant in discussion regarding the Civic Leaders Fellowship Program Case Study
Program Level: Advanced
Delivery Method: Group-Live
The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Session Materials :
- Agenda
- Evaluation
- The Evolution of Community Foundation Relationships with Agencies and Affiliates
- Supplemental Materials
Speaker(s): Sheryl Aikman, Vice President, Development, The Community Foundation of Western North Carolina; Angela Dethlefs-Trettin, Chief Community Impact Officer, Community Foundation of Greater Des Moines; Suzanne Friday, Senior Counsel and Vice President of Legal Affairs, Council on Foundations; William Ginsberg, President and CEO, The Community Foundation for Greater New Haven; Joe Sorenson, Director of Affiliate Relations, Community Foundation of Greater Des Moines
2:00 p.m. - 3:15 p.m.
–Exceed Your Goals - A Model for Endowment Campaigns That Work!
Exhibit Level Room 22As community foundations across the country are trying to increase the size of their asset base, many foundations are considering embarking upon endowment campaigns. This is an opportunity to learn from one foundation that has successfully planned, implemented, and is on the way toward closing their endowment campaign - having exceeded their goal 2 years ahead of schedule. It is a model that will work for any size community foundation. Learn how a foundation can go from being a reactive fund receiving organization to a proactive fund raising organization - with significant success. Lessons learned, both positive and negative, will be shared. Who should participate: development staff, philanthropy staff, donor services staff, board members and chief executive officers.
Session Materials :
Speaker(s): Jason Baxendale, Senior Director of Gift Planning, The Chicago Community Trust; Jamie Phillippe, Vice President of Development and Donor Services, The Chicago Community Trust
2:00 p.m. - 3:15 p.m.
–Fresh Ideas from the International Youth Community Philanthropy Summit
Room 26CLooking for inspiration and ideas from young people who have a focus on the future? The Council of Michigan Foundations and the Council on Foundations invite you to join a conversation led by participants in the first ever Global Youth Community Philanthropy summit, held in Chicago last spring. The summit gathered young leaders from 14 nations to share perspectives and envision the future. Get great examples of good work happening now. Understand trending ideas and issues. And consider the networks needed to amplify the impact of youth philanthropy around the world.
Speaker(s): Mike Goorhouse, President and CEO, The Community Foundation of the Holland/Zeeland Area; Katharine Janes, Commissioner, Michigan Community Service Commission; Debbie McKeon, Senior Vice President, Member Services, Council of Michigan Foundations; Charlotte Milner-Barry, Membership Coordinator, The Funding Network; Hawa Mire, Youth Advisor, Youth Philanthropy Council/Youth Vital Signs Council, Vancouver Foundation; Daria Teutonico, Network Developer,
2:00 p.m. - 3:15 p.m.
–Impact Investing Public Policy:Social Impact Bonds and Beyond
Exhibit Level Room 12As the tools for impact investing evolve, creative approaches are emerging and policymakers are taking notice. Learn how community foundations are taking leadership roles in social impact bond work taking place across the country. Beyond social impact bonds, policy recommendations to catalyze the broader impact investing field are getting attention on Capitol Hill and in the White House. Come learn about the opportunities and the recommendations affecting community foundations impact investing through donor-advised and discretionary funds. Join this discussion on how to advance the field and provide positive influence on behalf of community foundations.
Session Materials :
- Impact4Health Alemeda County Pay For Success Asthma Initiative
- Social Impact Bonds and Community Foundations: Making Pay-for-Success Initiatives Accessible
Speaker(s): Antony Bugg-Levine, CEO, Nonprofit Finance Fund; Joshua Genser, Chair of the Board, Richmond Community Foundation; Maria Hernandez, President, Impact4Health; Robert Jaquay, Associate Director, The George Gund Foundation; Julia Shin, VP Innovation, Enterprise Community Partners; Laura Tomasko, Policy Advisor and Deputy Associate Director, The White House; David Wood, Director, Initiative for Responsible Investment, Harvard University, Hauser Institute For Civil Society
2:00 p.m. - 3:15 p.m.
–Know & Go Sessions
2:00pm - 2:20pm FRED Talk
Human Trafficking in the United States: A National Overview and Summary of Promising Counter-Trafficking Strategies
Human trafficking occurs when people profit from the control and exploitation of others, and it is a human rights abuse and a crime that occurs in countries all throughout the world, every day, and in our communities right here at home. Forms of modern slavery affect men and women, adults and children, U.S. citizens and foreign nationals, and documented and undocumented persons, and the crime can be characterized by multiple types including both sex trafficking and labor trafficking. The International Labor Organization (ILO) estimates that there are 21 million people in modern slavery around the world, and that as one of the fastest growing criminal industries in the world, traffickers generate $150 billion dollars from this massive global scourge. In this session, Bradley Myles, the CEO of Polaris, will provide an overview of the main types of human trafficking that are occurring in communities all throughout the United States crime of trafficking. He will also provide a summary of how organizations like Polaris are implementing effective counter-trafficking strategies in communities that include activities focused on public awareness, victim identification, victims services, policy reform, capacity building, prevention, and partnering with law enforcement, business, and government. Applying lessons learned from over 12 years of anti-trafficking work, Mr. Myles will help provide tools and a roadmap for concrete steps that can be implemented in every community in the United States to effectively combat this crime.
Speaker: Bradley Miles, CEO, Polaris
2:25pm - 2:45pm FRED Talk
Unaccompanied Minors
2:50pm - 3:10pm FRED Talk
#CF100 Brooklyn Community Foundation
Learn more about Brooklyn Community Foundation project.
2:00 p.m. - 3:15 p.m.
–Residents as Partners: Expanding Your Role and Your Impact-Part 2
Junior Ballroom AThis session will introduce the Resident Engagement Guidebook, a set of new reflection-to-action tools that staff and board can use to help community foundations strengthen their understanding of why and how to engage residents as partners on critical community issues. The Guidebook emerged from the 2013-14 Resident Engagement Community Leadership Network (CLN), led by CFLeads in partnership with the Aspen Institute Community Strategies Group. The session will briefly introduce the content and objectives of the Guidebook, with members of the CLN sharing their experience with selected tools. Participants will then divide into table groups to engage in a Guidebook activity using experiences from their own foundations.
This session is Part Two of a series. Part One, offered by CFLeads, will describe the findings and lessons from the Community Leadership Network. Attendance at Part One is strongly recommended to provide the context and framing for Part Two.
Speaker(s): Deborah Ellwood, President and CEO, CFLeads; Kristin Feierabend, Program Director, The Aspen Institute; Caroline Merenda, Director of Operations and Programs, CFLeads
3:15 p.m. - 4:15 p.m.
–Break in Community Central
Grand Ballroom Foyer3:15 p.m. - 3:45 p.m.
–Learning Lab - Generating ROI through Technology, Part 2: The Key Empirical Findings of The 2014 Donor Experience Study
Lead by Ann-Marie Harrington, President and Founder of Embolden, and Laura McKnight, former CEO of Greater Kansas City Community Foundation. This lab will focus on the 6 key findings from the 2014 Donor Experience Study conducted by Mulberry South, in addition to a discussion around how these findings can lead to real impact (or ROI) on the donor experience through technology.
Provided by: Crown Philanthropic Solutions and Embolden
4:15 p.m. - 5:15 p.m.
–Achieving Our Mission Through Policy and Advocacy
Room 26CCommunity foundations have a unique ability to use policy and advocacy to address some of the most critical issues facing those individuals and families most in need. As we enter the next 100 years of community service, the ability to support activities that will improve the economic and social conditions in communities will be key to our continued success and relevance. A number of community foundations are supporting policy advocacy, as well as being directly involved in education, the environment, economic inequality, and other areas of interests identified by their communities. This session will explore a number of those areas, and highlight the opportunities and challenges community foundations face through active involvement.
Session Materials :
Speaker(s): Colleen Cotter, Executive Director, Legal Aid Society of Cleveland; James Head, President and CEO, East Bay Community Foundation; Abby Levine, Legal Director, Bolder Advocacy, Alliance for Justice
4:15 p.m. - 5:15 p.m.
–Building Dynamic Communities Through the Arts
Exhibit Level Room 11The nonprofit arts industry pumped an estimated $61.1 billion into the economy and generated 4.1 million jobs in 2010, proving that the arts are a path to opportunity. The arts have proven to benefit veterans in managing stress and promoting self expression, and benefit businesses from the creativity. The arts broaden citizen voice and participation, give disenfranchised groups access to the civic realm, enhance public understanding of complex issues, and motivate people to make change. This season will explore the transformative power of the arts in building communities.
Speaker(s): Robert Lynch, President and CEO, Americans for the Arts
4:15 p.m. - 5:15 p.m.
–Community Leadership through Economic Empowerment of Nonprofit Partners
Exhibit Level Room 20Empowering diverse organizations and the communities they serve is one of our most important acts of leadership. Raising sustainable support for the missions of local nonprofit organizations is the unique role of community foundations. Assets will leave the community as estates are settled. Many of our nonprofit partners need the support and stewardship of the community foundation to attract major gifts and support from their long time annual fund donors. This session will provide a simple, step by step program that can be implemented by any community foundation without additional staffing or expense. Leading endowment building is the intersection between sustainable funding, endowment building and donor relationships, and a strategic product mix. Using research from the field, this session will provide the business rationale and the tools to implement a program with little additional operating cost.
Continuing Professional Education (CPE)
Session participants can earn 1 CPE credit in Specialized Knowledge and Applications field of study. This session requires no advanced preparation; however prerequisites include prior education and/or experience needed to understand content of this session.
Learning Objectives:
- Learn how to engage and empower individual nonprofit organizations to attract larger planned gifts and grow their endowments
- Learn the basic steps to starting endowment building program for nonprofit partners without adding to your staff or blowing up your budget
- Embrace the importance of empowering nonprofits through sustainable funding
- Identify the community foundation's unique role as a builder of philanthropy
- Obtain a Nonprofit Endowment Tool Kit with timeline, forms, and communications to take the next step
Program Level: Basic, Intermediate or Overview
Delivery Method: Group-Live
The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Speaker(s): Mary Holmes, Executive Director, Cumberland Community Foundation, Inc.
4:15 p.m. - 5:15 p.m.
–Creating Synergies and Capacity through Public Partnerships
Exhibit Level Room 21Description for the Conference Program Book and Website Community foundations can help communities achieve more equitable use of federal investments and do transformative work simultaneously! This session presents two cases of how community foundations are working in close concert with federal agencies to leverage mission-related strategies:
Until it happens to you The New Mexico Community Foundation and the Federal Emergency Management Agency (FEMA) will share how they have worked together to create a disaster recovery fund and a unique partnership with the Santa Clara Pueblo's tribal leaders to secure federal restoration funds after devastating fires and floods have destabilized the Santa Clara Canyon, the Pueblo's ancestral homeland. Presenters will discuss how public funds and diverse private funds can be braided to support different aspects of recovery. Catastrophic disasters impact everything and it really takes a village to rebuild the village.
The Chicago Community Trust and The Greater Kansas City Community Foundation will share how they are able to bring expanded use of the internet to low-income neighborhoods and vulnerable populations by capitalizing on the federal government's $4.7 billion Broadband Technology Opportunities Program (BTOP). In 2009, BTOP began to expand the nation's broadband infrastructure by funding 200 projects across the country including 123 infrastructure projects, 66 public computing centers, and 44 Broadband adoption programs for underserved populations. Learn about Chicago's Smart Communities strategies, Kansas City's neighborhood-by-neighborhood approach, and how BTOP support for data collection and evaluation helped focus and document the impact of these projects.
Speaker(s): Laura Breeden, Program Director, Broadband Technology Opportunities Program, U.S. Department of Commerce; Denise Gilliam, Philanthropic Advisor, Individual Assistance Division, DHS/FEMA; Daniel O'Neil, Executive Director, Smart Chicago Collaborative, The Chicago Community Trust; Jennifer Parks, President and CEO, New Mexico Community Foundation; Denise St. Omer, Vice President of Community Investment, Greater Kansas City Community Foundation
4:15 p.m. - 5:15 p.m.
–From Here to There - Ebola's Effects and the Role of Private Philanthropy
Exhibit Level Room 12The Ebola Virus outbreak in West Africa continues to grow, and with it, the needs associated with adequate response also continue to increase. There are critical gaps in response and recovery efforts, and long-term recovery that must be met in order to stop the spread of the virus and bring areas catastrophically affected to complete recovery. To date, private philanthropic responses have been sluggish. We'll be discussing the humanitarian needs associated with the virus, both in West Africa and the United States, and what private philanthropy can do.
Speaker(s): Joel Charny, Vice President for Humanitarian Policy and Practice, InterAction ; Sarah Nelson, Chief Philanthropy Officer, Communities Foundation of Texas; Regine Webster, Vice President, Center For Disaster Philanthropy
4:15 p.m. - 5:15 p.m.
–Know & Go - FLASH Learning
4:15pm - 4:20pm FLASH Learning
Know the Ground: Engaging Volunteers to Advance Your Mission
An interactive presentation designed to Illustrate how the New Hampshire Charitable Foundation empowers 120 community leaders through 8 regional advisory boards to advance its mission of stronger communities and greater giving and engage session participants in an exercise where they work with others to design their own engagement strategy from scratch.
Speaker: Jennifer Perkins, Special Assistant to the President and Manager of Board Relations, New Hampshire Charitable Foundation
4:25pm - 4:30pm FLASH Learning
Global Storytelling - Monteverde Community Fund
4:35pm - 4:40pm FLASH Learning
Community Foundations Embracing A New Anchor Mission for A New Century
Join this fast paced session as we discuss the Democracy Collaborative report. This report profiles over 20 community foundations, active in rural and urban communities across the country, adopting a new anchor mission - using grantmaking, community leadership and convening power, and placed-based impact investment to support community-based, locally rooted economies. Join us as we discuss opportunites for community foundations to foster environmentally, socially, and economically sustainable economies, inclusive of women, immigrants, local investors, veterans, entrepreneurs and non-profits.
Speaker: Marjorie Kelly, Senior Fellow and Director of Advisory Services, The Democracy Collaborative
4:45pm - 4:50pm FLASH Learning
Global Storytelling - ESPWA- Haiti Community Foundation Initiative
4:55pm - 5:00pm FLASH Learning
#CF100
5:05pm - 5:10pm FLASH Learning
#CF100
4:15 p.m. - 5:15 p.m.
–Lessons from the Field: What Really Works in Place Based Funder Collaborations
Exhibit Level Room 10More and more foundations are focusing their efforts on place based strategies. As multiple funders come together, what really works at the local level? Come to this session to learn more about the realities of the work and engage in an honest dialogue about how to effectively invest with the community at the fore front. Learn with peers who are deeply committed to this work and are striving for sustainable solutions that are truly community based.
Speaker(s): Tynesia Boyea-Robinson, President and CEO, Reliance Methods; Rebecca Graves, Executive Director, CF Insights, CF Insights/The Foundation Center; Rebecca Graves, Executive Director, CF Insights, FSG; Scot Spencer, Associate Director of Advocacy and Influence, The Annie E. Casey Foundation
4:15 p.m. - 5:15 p.m.
–Leveraging Federal Resources to Catalyze Community Solutions
Exhibit Level Room 22The focus on investing in communities is not new. However recognizing that no community is homogenous there is an opportunity to work locally and share best practice globally. The federal government has recently increased its efforts on place based work and is focused on the coordination of services to increase impact and outcomes. Through My Brothers Keeper, Promise Zones, Performance Partnerships Pilots and other place based initiatives the federal government hopes to serve as a convener, data provider, and catalyst for local solutions to help communities across the country thrive. My Brother's Keeper and Promise Zones in particular speak to the need to include fast growing populations and communities that have been historically marginalized. They do this through innovative and creative uses of human and financial capital. Join us as we highlight the work being catalyzed at the federal level that can have impact in local communities.
Speaker(s): Luke Tate, Senior Policy Advisor, The White House
4:15 p.m. - 5:15 p.m.
–Strategic Philanthropy: Old Wine in New Bottles?
Room 25ABThere has been debate for years over whether philanthropy could be more strategic' in nature: benefitting from clear goals, data driven strategies, and the use of evaluation for ongoing learning. Kania, Kramer and Russell from FSG have stirred the philanthropic pot by their writings on this approach. Many community philanthropy practitioners argue for the value of responsive grantmaking exercised in often complex environments. The question for this session is whether community foundations can learn anything from the strategic philanthropy' discussion or is it just a matter of pouring old wine into new bottles.
Speaker(s): Avila Kilmurray, Director - Policy and Strategy, Global Fund for Community Foundations
4:15 p.m. - 5:15 p.m.
–We Are Philanthropy
As community foundations enter their second century, we must keep pace with the changing face of society and our communities. We must become more inclusive in who we consider to be donors and how we engage them. Diverse donors bring deep values and commitment to assisting communities, often approaching their philanthropy in distinctive ways. Philanthropy professionals who have successfully expanded their donor bases will guide an interactive discussion about how community foundations can effectively engage diverse donors in their communities. The D5 Coalition's short film, I Am a Philanthropist: Diverse Voices in Giving, will frame the discussion by highlighting a broad spectrum of philanthropists and their impacts in communities across the nation.
The session will draw on lessons learned from donor gatherings in Los Angeles and Chicago convened by the D5 Coalition, a five-year initiative to advance diversity, equity, and inclusion in philanthropy. We will also examine case studies of community foundations that successfully expanded their donor bases by engaging people of color, LGBTQ individuals, women, and people with disabilities. Including these groups is necessary to build vibrant community foundations that will attract the next generations of leaders and donors who demand higher levels of inclusiveness.
Session Materials :
Speaker(s): Kelly Brown, Director, D5 Coalition; Veronica Hemmingway, Senior Donor Engagement Officer, ; Ana Gloria Rivas-Vazquez, Co-Founder and Board Member, Key Biscayne Community Foundation; Mitchell Singer, Director, Rockefeller Philanthropy Advisors
4:15 p.m. - 5:15 p.m.
–What's New with National Standards
Room 25CEvery five years, the community foundation field selects representatives to review the National Standards for U.S. Community Foundations. 2015 marks the tenth anniversary of the first community foundations receiving their accreditation; therefore the National Standards Action Team, the Community Foundation National Standards Board, and the Council on Foundations took this moment to reflect on ensuring the National Standards reflect effective and legal practices of the field as well as provide a streamlined submission process. During the session, the 2015 National Standards program upgrades will be presented to the field. This presentation is the first of many that will be provided by the CFNSB through the Council or regional associations.
Speaker(s): Sandy Daniels, President, Daniels Consulting; Eileen Ellsworth, President and CEO, The Community Foundation for Northern Virginia; Claudia Piccirilli, Chief Operating Officer, Wizehive; R. Royster, President & CEO, Albuquerque Community Foundation
5:30 p.m. - 6:30 p.m.
–Break in Community Central
Grand Ballroom FoyerDigest all that you've learned and experienced with fellow attendees in Community Central during this refreshment break.
7:30 a.m. - 9:30 a.m.
–Breakfast Plenary: The Global Evolution of Community Foundations
Grand BallroomJoin us in a thought provoking conversation with international leaders who will share their perspectives about developing trends in community philanthropy that could change the game for community foundations. Come prepared to learn about their foundations' new and different approaches to community leadership.
Speaker(s): Ansis Berzins, Executive Director, Valmiera Region Community Foundation; Ian Bird, President and CEO, Community Foundations of Canada; Anderson Giovani da Silva, CEO , ICom - Instituto Comunitario Grande Florianopolis; Beata Hirt, Executive Director, Healthy City Community Foundation; Jenny Hodgson, Director, Global Fund For Community Foundations; Avila Kilmurray, Director - Policy and Strategy, Global Fund for Community Foundations; Janet Mawiyoo, Chief Executive Officer, Kenya Community Development Foundation; Katherine O'Regan, Assistant Secretary for Policy Development and Research, U.S. Department of Housing and Urban Development
9:00 a.m. - 9:30 a.m.
–Learning Lab- Sustaining the Programs You Fund
DonorPath is the tool community foundations use to help grantees sustain the programs they fund. Join us to learn how your colleagues of all sizes, from the Legacy Foundation to the Chicago Community Trust, are matching organizations with a virtual workforce to help nonprofits increase their fundraising capacity without increasing operating expenses.
Provided by: DonorPath
10:00 a.m. - 11:00 a.m.
–Assets, Capacities, Trust: Why Community Philanthropy Matters from Austin to Zagreb
Room 25CThe centenary of the Cleveland Foundation has provided an important moment for the global community foundation field to celebrate and reflect on gains made over the last hundred years, as well as to consider how it can rise to challenges of today's increasingly complex world. The Community Foundation Atlas provides the first visual overview of the global field in all its diversity, highlighting how the idea of community philanthropy has roots and relevance in multiple different contexts. At the same time, the community philanthropy field is being challenged by initiatives like What's Next for Community Philanthropy? which urges for more creative thinking than ever as to how of community philanthropies - that build assets, agency and trust at the community level - can drive positive and lasting social change. This kind of reflection is not only occurring within North America, where the community philanthropy field is most established. Internationally, the new Global Alliance for Community Philanthropy (a collaborative learning platform administered by the Global Fund for Community Foundations) seeks to demonstrate why the field matters and how mainstream development can support and harness and benefit from its potential more effectively. Join this session to discuss how the global community philanthropy discourse is evolving, the vital and diverse roles these organizations are playing in communities around the world, and to explore opportunities for how community philanthropy may continue to thrive in the 100 years to come.
Speaker(s): Clotilde Dedecker, President/CEO, Community Foundation for Greater Buffalo; Jenny Hodgson, Director, Global Fund For Community Foundations; Irungu Houghton, Chairperson, Kilimani Project Foundation; Sadhana Shrestha, Executive Director, Tewa
10:00 a.m. - 11:00 a.m.
–Community Development and Government Partnerships: A Roundtable Discussion
Junior Ballroom ACome join us as we recognize the winners of the 2014 U.S. Department of Housing and Urban Development and U.S. Department of Agriculture Secretaries' Award for Public-Philanthropic Partnerships! We will have a roundtable discussion about community development and innovative partnerships foundations are having with government. The Council is excited to partner with HUD and USDA to recognize the critical work that these foundations are doing in their communities. These transformational partnerships are key to community development across the country. This award, now in its third year, calls attention to philanthropy's work with government at all levels, and the Council looks forward to continuing to raise up those important collaborations.
Speaker(s): Chris Beck, Senior Projects Advisor, U.S. Department of Agriculture; Katherine O'Regan, Assistant Secretary for Policy Development and Research, U.S. Department of Housing and Urban Development
10:00 a.m. - 11:00 a.m.
–Engaging Active Citizens to Advance Your Philanthropic Goals
Room 25ABAn important role of community foundations is to engage communities in solving important local problems. In the US, new tools and strategies are emerging to leverage the time and talents of young adults through full-time service, and community members of all backgrounds through impact volunteering. Shirley Sagawa, often called the "founding mother of the modern service movement" and a member of the Franklin Project Leadership Council will be joined by Myung Lee, executive director of Cities of Service, to showcase ways that service can extend the impact of philanthropic initiatives.
Speaker(s): Melissa Madzel, Chief of Staff, ; Shirley Sagawa, Visiting Fellow, Center for American Progress
10:00 a.m. - 11:00 a.m.
–Investment Manager Diversity: The Hardest Taboo to Break
Room 26CIf smaller firms tend to outperform larger firms, and minority managers are equally talented as larger, majority institutions, why aren't more foundations accessing this pool of talent? Get the facts on performance of minority- and women-owned management firms in different asset classes. Beyond the numbers, learn how intentionally investing with these firms presents an opportunity for furthering the mission of your community foundation, achieving alpha, and developing donors for the future.
Session Materials :
Speaker(s): Tedd Alexander, Board Vice Chair, The Baltimore Community Foundation; Erika Davies, Chief of Staff, The Baltimore Community Foundation; Natalie Eckford, Managing Director, Cambridge Associates, LLC; Bert Feuss, Senior Vice President, Investments, Silicon Valley Community Foundation; Amita Schultes, Managing Director, Senior Consultant, Colonial Consulting, LLC
10:00 a.m. - 11:00 a.m.
–Merging Community Foundations, Legal Practice and Pitfalls
Junior Ballroom BCollaborative strategies are a powerful way for community foundations to accelerate their impact. As community foundations consider What's next for Community Philanthropy, some are thinking about merging staff, offices, and resources. Leading experts in collaboration and strategic restructuring will explain the different types of partnerships and provide the information you need to advance this conversation in your community. Justin Aiken, Counsel at the Council on Foundations, will act as a moderator for the session and lead the discussion from a corporate business perspective with an eye toward the impact on the nonprofit sector.
To begin the session, Venroy July, Associate at International law firm Hogan Lovells, will discuss mergers from a legal perspective. Mr. July focuses his practice on mergers and acquisitions among other corporate governance issues. Having led several large companies through mergers and debt offerings, Mr. July can speak to the legal ramifications and hurdles that must be addressed during the process. Mr. July can also explain the common pitfalls and matters that present themselves during a merger.
To follow up on the particular legal issues, Jenny Parks, President & CEO of the New Mexico Community Foundation, will share her experience as she leads the foundation through its own merger and speak to the practical effects of the legal considerations. This will offer an interesting mix of black letter law, with practical application that will give the attendees an all-encompassing view of mergers. Ms. Parks can speak to some issues that may be particularly interesting for community foundations to consider when going through a merger. As a former community foundation staffer, Council on Foundations attorney Lara Kalwinski will also be on hand to help explain the legal requirements from a Federal tax standpoint.
Session Materials :
Speaker(s): Jerry Jones, Interim President and CEO, ; Venroy July, Associate, Hogan Lovells US LLP; Jennifer Parks, President and CEO, New Mexico Community Foundation
10:00 a.m. - 11:00 a.m.
–Strange Bedfellows: The Dynamic Relationship between Community Foundations and Social Venture Partners
The role of community foundations is evolving. Community challenges are becoming more complex and require more dynamic problem solving. Donors are becoming more knowledgeable and expecting more diverse philanthropic options. These same donors are pushing community foundations to lead and involve donors as part of the process. One avenue for channeling this entrepreneurial spirit is through partnerships Social Venture Partners, a network of philanthropic investors that create pockets of innovation, accelerated community impact, and grantmaking in ways that build the capacity of local nonprofits. These partnerships are not without risk but they have generated new donors for community foundations, new leadership for community foundation boards, and new ways to learn and innovate while remaining true to the community foundation's brand identity and stature in the community. This session explores the ups and downs of establishing a partnership with entrepreneurially-minded prospective donors in your community and the developing relationship between community foundations and the Social Venture Partners network.
Speaker(s): Mary Jalonick, President and CEO, The Dallas Foundation; Ruth Jones, CEO, Social Venture Partners International; Kevin Shaw, Chair, Social Venture Partners International; George Stevens, President/CEO, Coastal Community Foundation of South Carolina
10:30 a.m. - 11:00 a.m.
–Learning Lab - Sustaining the Programs You Fund
11:30 a.m. - 1:00 p.m.
–Closing Lunch Plenary: Leading Into the Future
Grand BallroomChange, while never easy, is always constant. Community Philanthropy is facing several changes in communities that require more risk taking, nimbleness in meeting changing community needs in these uncertain situations. Be inspired to continue on this journey for the next one hundred years in community foundations as we look to the future.
Tickets can be purchased to attend just this event.
Speaker(s): David Brooks, Columnist, The New York Times