Training

Community Foundation Excellence (CFE) Fundamentals Course - Virtual

A well-trained staff and an informed board are critical to the success of community foundations in our fast-changing world. This two-day course helps new and growing foundation stakeholders build the essential skills they need to balance governance and management with the broader understanding of community foundations within the philanthropic sector.

Date & Time

ET to
ET

Cost

Council Members = $349
Nonmembers = $499

This event is sold out.

This event is sold out.

 

Virtual Course
October 14 | October 16 | October 21 | October 23
1:00-4:00 p.m. ET

CFE Fundamentals logoA well-trained staff and an informed board are critical to the success of community foundations in our fast-changing world. This two-day course helps new and growing community foundation staff build the essential skills they need to balance governance and management with the broader understanding of community foundations within the philanthropic sector.

Created and led by experienced community foundation leaders, Council attorneys, and Council's lead strategist for community philanthropy, this course includes:

  • Basic information on governance, resource development and donor relations;
  • Updates on key legal and legislative issues;
  • Information on grantmaking; and
  • Review of community leadership and fiduciary responsibilities.

Originally developed in conjunction with Indiana University's Center on Philanthropy, these courses help community foundation staff, board members and volunteers master the unique aspects of the community foundation field. You'll learn about effective practices, get helpful tools and information, and have the opportunity to network with others in the field. Comprehensive and engaging, these courses are an efficient and affordable way to increase your knowledge of the field. Please note, this course is limited to Community Foundation staff and Board members only. 

Facilitators

This virtual course will engage a range of seasoned and experienced community foundation leaders, Council attorneys, and Council's lead strategist for community philanthropy.

Stay tuned to see the full line-up of engaged faculty!

Course Agenda

Day One and Two: October 14 and October 16
1:00-4:00 p.m. ET (each day)

  • Review community foundation's history, emerging goals, unique characteristics and future trends
  • Discuss governance and board responsibilities respective to their roles and goals
  • Engage in a discussion on why and how donors give to community foundations
  • Learn of various gift types, developing gift agreements and planned giving

Day Three and Four: October 21 and October 23
1:00-4:00 p.m. ET (each day)

  • Understand resource development procedures in attracting gifts
  • Listen and learn from the Council legal team to comprehend all legalities from nonprofits to donor control 
  • Ascertain key tips and tools about stewardship, accountability and fiduciary responsibilities within your community foundations
  • Discover ways to set grantmaking priorities and understand roles in community leadership

Initially slated as an in-person offering in Baltimore, Maryland this past summer and California this fall, but cancelled due to COVID-19, this virtual session is in conjuction with our partners at the Maryland Community Foundations Association, a program of Maryland Philanthropy Network and League of California Community Foundations.

Maryland Community Foundations AssociationMaryland Philanthropy Network
League of California Community Foundations

*Council events are not opportunities for solicitation of any kind, including asking for business, fund management, or grants. All types of solicitation are strictly prohibited. For more information, read our no solicitation policy.

This event is made possible through the generous support of Blackbaud.

Blackbaud logo

Questions?

Connect with Council Staff

Daniela Rodriguez Ranf

Director, Leadership Development and Training

Share on FacebookShare on TwitterShare on LinkedInShare on all

Related Events

Related Resources