Agenda - Strengthening Community: Finding Synergies in Leadership and Donor Engagement

7:00 p.m.

Optional Networking Dinner

7:30 a.m.

Registration Open & Breakfast

8:00 a.m.-9:30 a.m.

Welcome - Susan A. Barry, President and CEO, Community Foundation of Louisville

Opening Session

Recent research has identified untapped potential for community foundations to strengthen community by finding synergies in foundation leadership and donor engagement. This opening session will review the research, frame the opportunity, and explore some of the challenges in bringing all the resources of the community to bear on important issues.

Speakers: Ellen Remmer, Senior Partner, The Philanthropic Initiative, Amy Zell Ellsworth, TPI Senior Advisor, The Philanthropic Initiative 

9:45 a.m.-11:45 a.m.

Breakout Session 1: Challenging Issues

Participants can participate in two facilitated small group discussions on the following issues:

• Internal culture and staffing
• Attracting donors who want to collaborate 
• Finding resources to support community leadership

Faciliators: Ellen Remmer, Senior Partner, The Philanthropic Initiative; Amy Zell Ellsworth, TPI Senior Advisor, The Philanthropic Initiative; Brad Ward, Director of Community Philanthropy, Council on Foundations

11:45 a.m.-12:30 p.m.

Lunch

12:30 p.m.-1:00 p.m.

Report back from Breakout Session 1

1:00 p.m.-2:00 p.m.

Breakout Session 2: Case Studies 

Participants can hear from peer foundations about their journey in creating synergies between donor and foundation leadership.

Faciliators: Ellen Remmer, Senior Partner, The Philanthropic Initiative; Kate Guedj, Vice President and Chief Philanthropy Officer, Boston Foundation; Kathryn Dunn, Vice President, Community Investment, Greater Milwaukee Foundation

2:10 p.m.-3:30 p.m.

Session: Strategies and Tools

How can community foundations find synergy in leadership and donor engagement through such powerful tools and strategies as advocacy, research, giving circles, and giving days? Hear from peer foundations about their approaches, challenges, and successes.

Speakers: Ellen Remmer, Senior Partner, The Philanthropic Initiative; Amy Zell Ellsworth, TPI Senior Advisor, Janell Kaplan, Director of Donor Engagement, Miami Foundation

3:45 p.m.-4:30 p.m.

Session: Sharing Leadership for Community Benefit: Public/Private Partnerships and Funder Collaborations

How does a community foundation determine what role(s) to play in funder and public/private collaborations and partnerships? How do you decide whether to take on, share, or support leadership? What are lessons learned?

Speakers: Ellen Remmer, Senior Partner, The Philanthropic Initiative; Amy Zell Ellsworth, TPI Senior Advisor, The Philanthropic Initiative

5:30 p.m.

Networking Event

8:00 a.m.-8:30 a.m.

Breakfast

8:30 a.m.-9:45 a.m.

Session: Donor Engaged Impact Investing

One of the newer and highly innovative strategies for leveraging donor and foundation resources is impact investing. This session will frame the issues, opportunities, and range of models used by community foundations. The Community Foundation of Louisville will share their experience and plans for the future.

Speakers: Ellen Remmer, Senior Partner, The Philanthropic Initiative; Trisha Finnegan, Vice President, Mission & Impact, Community Foundation of Louisville

10:00 a.m.-11:00 a.m.

Session: Community engaged Collective Impact

Explore another way to think about impact investing driven not only by donor prerogative, but impact investing driven by a community collective impact strategy.  Andy will explore an example from the Legacy Foundation (Lake Co. Indiana) Neighborhood Spotlight program and assist attendees with building the case for community engaged collective impact and developing a strategy trhough adaptive leadership.

Speaker: Andy Frazier, Executive Director, Indiana Association for Community Economic Development (IACED)

11:00 a.m.-12:00 p.m.

Closing Session

How do you define your goals for synergy and measure your success in reaching them? What will be your next steps? What is needed for the field at large?

Speakers: Ellen Remmer, Senior Partner, The Philanthropic Initiative; Amy Zell Ellsworth, TPI Senior Advisor, The Philanthropic Initiative