Community Foundation Excellence (CFE) Fundamentals Course - Virtual October 2021
Virtual Course
October 13 | 14 | 20 | 21
1:00-4:30 p.m. ET
THIS COURSE IS SOLD OUT
You should have received an email from Zoom with your unique information to join the virtual classroom.
If you did not receive the email, contact daniela.rodriguez@cof.org.
WORKSHOP HOURS
- Wednesday, October 13: 1:30-5:00 p.m. ET
- Thursday, October 14: 1-4:30 p.m. ET
- Wednesday, October 20: 1-4:30 p.m. ET
- Thursday, October 21: 1-4:00 p.m. ET
RESOURCES & DOCUMENTS
JAMBOARDS
- JAMBOARD # 1 Parking Lot, Things You Need, Things to Share, GROUPS A, B, C, D
- JAMBOARD #2 Parking Lot, Things You Need, Things to Share, GROUPS E, F
AGENDA
Day 1 | Wednesday, October 13 | 1:30 - 5:00 p.m. ET
Welcome, General Overview and Introductions
Daniela Rodriguez Ranf, Director, Leadership & Training, Council on Foundations
- Overview
- Activity: Class introductions
Chapter 1: Community Foundation Movement
Peter Dunn, President & CEO, Central New York Community Foundation
- History
- Traditional and emerging roles
- Unique characteristics
- National Standards for U.S. Community Foundations
- Growth Trends/Future Trends
- Activity: Community Foundation Scenarios
Break
Chapter 2: Governance and Board Composition
Peter Dunn, President & CEO, Central New York Community Foundation
Guest Speaker: Sachi Yoshi, Vice President of Strategy & External Relations, East Bay Community Foundation
- Activity: Fickly Finger of Fate – What Do Boards Do?
- Board role and responsibilities
- Effective meetings
- Governance, Board Composition and DEI
Day 1 Faculty
Peter Dunn
President & CEO
Central New York Community Foundation
Sachi Yoshii
Vice President of Strategy & External Relations
East Bay Community Foundation
Day 2 | Thursday, October 14 | 1-4:30 p.m. ET
Karima Amlani, Vice President of Development, Community Foundaton for Greater Flint
Joe Sorenson, Vice President of Affiliate Relations, Community Foundation of Greater Des Moines
Chapter 3: Resource Development – Donors
- Why donors give to community foundations
- Activity: Defining the Motivation of Donors
Chapter 3: Resource Development – Gifts
- Types of gifts
- Activity: What’s wrong with this gift?
- Gift Acceptance and agreements
- Planned giving
Break
Chapter 4: Resource Development – Donor Relations & Attracting Gifts
- How foundations attract gifts
- Strategic Development Plan
- Services to donors and advisors
- Activity: Cutting Edge Donor Services
- Marketing and communications
- Activity: Tugs and Pulls / Balancing Competing Interests
Day 2 Faculty
Karima Amlani
Vice President of Development
Community Foundaton for Greater Flint
Joe Sorenson
Vice President of Affiliate Relations
Community Foundation of Greater Des Moines
Day 3 | Wednesday, October 20 | 1-4:30 p.m. ET
Chapter 5: Legal and Legislative Issues
Ben McDearmon, Staff Counsel, Council on Foundations
Guest Speaker: Jenn Holcomb, Director, Government Affairs, Council on Foundations
- Legal Restrictions vs. Donor Control: Donors
- Legal Restrictions vs. Donor Control: Agencies
- State Law: UPMIFA
- Grantmaking Pitfalls
- Legislative Updates
Break
Chapter 6: Stewardship, Accountability and Fiduciary Responsibilities (Part I)
Brett Hunkins, Chief Financial Officer, Community Foundation of Greater Flint
- Stewardship
- Fiscal Accountability
- Activity: What could possibly go wrong?
- Fiscal Policies
- Finance/Investment Committee
- Communicating Investment & Financial Decisions
- Asset Allocation
- Spending Rate
Chapter 6: Stewardship, Accountability and Fiduciary Responsibilities (Part II)
- Operating budget
- Staffing: What’s the right mix?
- Conflict of Interest
- Activity: Conflict of Interest
Day 3 Faculty
Jenn Holcomb
Director, Government Affairs
Council on Foundations
Ben McDearmon
Staff Counsel
Council on Foundations
Brett Hunkins
Chief Financial Officer
Community Foundation of Greater Flint
Day 4 | Thursday, October 21 | 1-4:00 p.m. ET
Chapter 7: Grantmaking & Community Leadership (Part I)
Betsy Constantine, Executive Vice President, Community Foundation of Greater Buffalo
Guest Speaker: Fran Rodriguez, Senior Program Officer, Lancaster County Community Foundation
- Setting grantmaking priorities
- Grantmaking styles
- Types of grants
- Internal process/plan
- External Clarity: communicating grantmaking priorities
- Activity: Review Grant Request
Break
Chapter 7: Grantmaking & Community Leadership (Part II)
- What CFs Bring to the Leadership Table
- Impact Investing: Employing All Your Capital
- Considering all assets when leading
- Leadership Roles
- Strategic assessment and planning
- Leadership, diversity and inclusiveness
- Activity: Community Leadership
Day 4 Faculty
Betsy Constantine
Executive VIce President
Community Foundation for Greater Buffalo
Fran Rodriguez
Senior Program Officer
Lancaster County Community Foundation
LEGAL BASICS - 20 min VIDEO
(watch video for DAY 3 class on October 20)