Monday, April 29

8:00am - 2:00pm - Presidents' Council on Impact Investing Meeting

This session is closed.

8:00am - 11:30am - Community Foundation Executive Roundtable: Miami

The Council on Foundations is inviting executive staff of community foundations for an exchange of ideas to help strengthen communities across the United States. As a field, we need to come together to discuss the current mischaracterization of donor advised funds, and how we can implement strategies for success for all community foundations.

The Community Foundation Executive Roundtable in Miami, FL, is a half-day, roundtable ahead of the Leading Together 2019 Conference that will bring together community foundations of various size, scope, and location to gain understanding from diverse viewpoints. 

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10:15am - 4:30pm - Climate Impact & Vulnerabilities — Everglades + Rural South Dade

Miami is often referred to as “ground zero” when it comes to sea-level rise. The 2017 Preliminary Resiliency Assessment from Resilient305, a member of the Rockefeller Foundation’s 100 Resilient Cities network, presented a stark picture of the “Shocks and Stresses” facing Miami’s natural systems which are strained by climate change and urbanization. Everglades restoration is considered south Florida’s best strategy to protect drinking water supplies, provide natural buffers from flooding, and reduce carbon. Visitors to South Beach rarely appreciate that national parks, marine protected areas, marine sanctuaries and water management areas make up 2/3 of Miami-Dade county lands. South Florida is home to the largest ecosystem restoration project ever undertaken and a world famous coral Florida coral reef tract that is as unique as the giant sequoias in California or network geysers of Wyoming. Our visit to the Everglades National Park will provide and in depth look at the significant challenges facing Greater Miami in protecting its natural systems, and options we have to address them. We will meet nonprofit leaders from Miami Waterkeeper and South Florida National Parks Trust — two local nonprofits who are working to protect remarkable natural places in South Florida from climate risk, which have vast benefits for our low-lying urban environment and our economy.

Please note: Busses will begin loading for this site session at the Loews at 10:15 am

11:00am - 4:00pm - Bridging Divides — Community, Philanthropy, and the Arts

Cities around the world are emerging as creative forces thanks to their burgeoning arts and creative districts — attracting talent and investment, spurring business, and boosting quality of life. Communities are also leveraging arts and culture to unite and encourage discussion of sensitive issues.

Miami has been viewed as a model for how arts and culture can flourish citywide and spur economic growth and community building. How Miami got its art scene can be traced to the philanthropist Jorge M. Pérez. In addition to supporting several arts and culture organizations including the National Foundation for the Advancement of the Arts, Miami International Film Festival, Adrienne Arsht Center, Gables Stage, Miami Music Project, Arts for Learning Miami, Miami New Drama, Nu Deco Ensemble, South Florida Art Center and The Fountainhead Experience, Pérez provided a generous leadership gift to construct a new home for Miami Art Museum, ultimately helping to transform a derelict 30-acre waterfront site into Museum Park and affirm the region’s growing stature as a global capital. In 2013, the museum was renamed Pérez Art Museum Miami (PAMM).

PAMM helped Miami further retain its creative reputation by luring the heralded art critic, editor, writer, and curator Franklin Sirmans to be its director. Since 2015, Mr. Sirmans has ensured that PAMM’s art program reflects the community in Miami and has secured some of the largest donations of works in the museum’s history.

Our visit to PAMM will feature an intimate conversation between the two creative leaders who are making Miami central to the arts world. Learn and discuss how philanthropy can play a role in the intersection of art, economics, and community. Guests will also be treated to a guided tour of the galleries.

12:00pm - 5:00pm - Global Grantmaking Models: Options and Innovation for US Grantmaking

Does U.S. philanthropy fare better at helping sustain local civil society organizations around the world than official development aid? Foundations have a plethora of options for how to fund programs overseas – from making grants to US-based international NGOs implementing programs overseas or working with intermediary US-based partners to directly funding grassroots groups around the world. As global grantmaking continues to increase, what innovations are helping US foundations improve their impact globally? Join us for this half-day pre-conference where we’ll hear from organizations that are exploring new approaches to international giving. Funders will leave this pre-conference with concrete examples for how to effectively work with grantees in the US and around the world, including in challenging situations with rapidly closing space for civil society and increased foreign funding restrictions. From veteran global grantmakers to those new to the process of global giving, this session will have valuable insights for any US foundation working internationally.

Speaker(s): Ana Marie Argilagos, President & CEO, Hispanics in Philanthropy; Sonia Balcazar, Consultant, Synergos Consulting Services; Nina Blackwell, Executive Director, Firelight Foundation; Lauren Bradford, Director, Global Partnerships, Candid.; Teresa Crawford, Executive Director, Social Sector Accelerator at Counterpart; Nick Deychakiwsky, Program Officer, Civil Society, The Charles Stewart Mott Foundation; Jessie Krafft, Vice President, Donor Advised and Grant Services, CAF America; Martha Lackritz-Peltier, Senior Counsel, NGOsource: TechSoup; Jennifer Lentfer, Director of Communications, Thousand Currents; Ferne Mele, Director, The Synergos Institute; Felix Oldenburg, Secretary General, Association of German Foundations; Thomas Hilbink, Director, Grant Making Support Group, Open Society Foundations; Alix Guerrier, CEO, GlobalGiving
12:00pm - 5:00pm - Building a 2020 Policy Agenda Together

Having a strong policy presence in Washington is a priority for the Council. We want to hear from you!

This Pre-Conference Session will offer a dynamic afternoon starting with lunch with the Board of the Council and our new Council President Kathleen Enright. During the afternoon we will learn from highly successful advocates and share advocacy experiences with peers. Recognizing the diversity of Council membership and different policy priorities, we will have time for break out discussions with just private foundations and community foundations.

Representatives from federal agencies will join us to explore mission related policy opportunities and the Council’s valued role as a gateway to leveraging philanthropy’s individual and collective missions. In considering the many issues facing philanthropy, we look forward to your help in prioritizing the issues that should frame the Council’s Policy Agenda for the Federal Government.

Speaker(s): Noah Berger, Director, Policy Reform and Advocacy, Annie E. Casey Foundation; Lucy Bernholz, Director, Digital Civil Society Lab, Stanford DCSL; Melissa Lim Brodowski, Strategic Initiatives Lead, Administration for Children and Families; Cynthia Campbell, Director, International and Philanthropic Affairs, U.S. Department of Housing and Urban Development; Robert S. Collier, Senior Policy Advisor, Council on Foundations; Mishaela Durán, Director, HHS/Administration for Children and Families; Eileen Ellsworth, President and CEO, Community Foundation for Northern Virginia; Patrick Guerriero, Founding Partner, Civitas Public Affairs Group; David McGhee, Associate Vice President of Organizational Excellence and Impact, The Skillman Foundation; Stephanie Powers, Senior Advisor for Public Policy & Partnerships, Council on Foundations
12:00pm - 5:00pm - Inclusive Economic Prosperity — Affordability: Liberty City and Brickell

In February 2015, Miami-Dade County Mayor Carlos A. Gimenez committed $74 million for an initiative to revitalize Liberty City and Liberty Square. This area is the oldest public housing project in the southeast US and was built in 1937 under President Franklin Delano Roosevelt. The ambitious redevelopment project involves demolishing and rebuilding Liberty Square’s 709 public housing units in phases, and will be undertaken by Related Urban Development Group, the affordable housing arm of Miami’s biggest luxury condo developer. The end product will be a bustling, mixed-income community with shops, parks, community facilities and 1,400 residences, townhouses and apartments. The initiative seeks to address the issues of crime and poverty in the area by raising the standard of living for residents and creating new opportunities, through economic development. The project is a partnership between Related Group and Miami-Dade County. Established in 1997, Pinnacle Housing Group is a full-service real estate development company committed to solving the critical need for high-quality housing attainable for working families and seniors in the Southeastern United States' urban centers, suburban areas and rural communities. Brickell View Terrace is a mixed use/mixed income multi-family development in the prestigious Brickell Avenue area in downtown Miami. The development is located adjacent to the Brickell Metro Rail Station, just west of Mary Brickell Village on SW 1st Avenue between SW 9th street and SW 10th Street. The development consists of 100 affordable housing units, another 76 market rate units, and approximately 7,300 SF of retail within the residential tower. The retail is on the first floor of the residential tower, with the structure rising to a total height of twenty-three stories. It is located in what has become one of most dense urban areas in the country. This site visit will tour the Liberty City and Brickell housing initiatives, providing an opportunity to see philanthropic dollars in action developing homes for underserved communities. After the tour, join in a conversation with Alberto Milo and Kareem Brantley from Related Group and Mitch Friedman from Pinnacle Housing Group to talk about the projects, challenges they faced, and their impact on the communities. 

12:00pm - 5:00pm - U.S. Communities in Crisis

Over the last several years, many U.S. communities have experienced crises that have had a physiological effect on neighborhoods and traumatized children, youth and families. The violence in Parkland, Las Vegas, Charlottesville, Pulse Night Club, Flint, Detroit and Sandy Hook, among others, propels us to attempt to solve the intractable problems our communities are facing today. But what exactly is the role of philanthropy in responding to communities in crisis? In situations like the violent situations listed above, philanthropy played a pivotal role in responding to tragedies and civil discourse. Around the country, foundations are convening communities and bridging divides on some of America’s most pressing issues: race, politics, religion and social economics. This pre-conference will feature case studies and best practices on how to take a leadership role and partner with your local government and will breakdown the different aspects of crisis response: immediate, preparedness to resiliency and long-term recovery.

Speaker(s): Mark Brewer, President and CEO, Central Florida Foundation; Eileen Bulger, MD, Chair, American College of Surgeons Committee on Trauma, American College of Surgeons; Tim Daly, Senior Program Officer in the Gun Violence Prevention & Justice Reform Program, The Joyce Foundation; Brennan Gould, President & Chief Executive Officer, Charlottesville Area Community Foundation; Deborah E. Greenspan, Partner and Co-Chair of Energy, Environment & Mass Torts Practice Group, Blank Rome LLP; Joshu Harris, Chair, Standing Committee on Gun Violence, American Bar Association; Amy Horton-Newell, Director, Center for Public Interest Law, American Bar Association; Kabir Kumar, Senior Director, Community, Walmart Foundation; Ellen W. Quigley, Vice President of Programs, Richard M. Fairbanks Foundation; K. Sabeel Rahman, President, Demos; Isaiah Oliver, President & CEO, Community Foundation of Greater Flint; Sabrina Wu, Senior Fellow, Inclusive Economy, East Bay Community Foundation; Karen McNeil-Miller, President and CEO, Colorado Health Foundation
5:30pm - 6:30pm - Welcome Reception

Kick off the Conference in style, pool-side on the Americana Lawn at Loews Miami Hotel. During the reception, attendees can enjoy the ocean views and savor the tropical flavors Miami Beach has to offer. This offers a great opportunity for networking and peer-sharing.

5:30pm - 6:30pm - Keeping the Light of Philanthropy Shining: Puerto Rico Community Foundation Reception

After Hurricane María’s devastating impact on the island, the network of community foundations in the US were the first to mobilize resources. This solidarity action allowed the Puerto Rico Community Foundation (PRCF) to provide immediate relief grants and supplies to community first responders (community based non-profit organizations) and to design a strategic framework to collaborate with Puerto Rico’s sustainable renovation.

In gratitude to the community of foundations who provided support and in an effort to provide accountability of the resources received and the progress of the island, the Puerto Rico Community Foundation welcomes all attendees, especially community foundation colleagues, to join them for this reception. Hear from Javier Soto, President and CEO of the Miami Foundation, and Dr. Nelson I. Colón, President of the Puerto Rico Community Foundation, as they speak to the importance of transnational and cross border giving, as well as the significance of the solidarity network that community foundations have formed to support one another. 

7:00pm - 9:00pm - Veterans Philanthropy Exchange Dinner for Community Foundations

This is a special pre-convening dinner of the Veteran's Philanthropy Exchange: 2019 Annual Funders Convening for community foundations on donor recruitment for veterans support. To RSVP for this event, please email

Tuesday, April 30

6:30am - 7:30am - Wellness Program

Start the day open and refreshed! Get your mind, body, and soul ready to tackle our dynamic Leading Together Conference with a 60 minute flow yoga class on Americana Lawn.

7:45am - 10:00am - Breakfast & Opening Plenary - Successful Philanthropy for the Future: Challenging Our Assumptions About Giving to Lead Together

How can we help the philanthropy sector become more effective and inclusive? This plenary brings together foundation leaders and advocates who are challenging foundations to focus on power structures in society, address racial equity, and think differently in order to drive social change. From a variety of foundation types and ideologies, these leaders are innovating within their established institutions to work differently within and across sectors. They will discuss how new forms of philanthropy are shaping the future of the field and explore how traditional philanthropy can react and work within the evolving framework of giving required by the rapidly changing world.

Speaker(s): Don Chen, President, Surdna Foundation; Kathleen Enright, President & CEO, Council on Foundations; Dan Gelber, Mayor, Miami Beach; Brian Hooks, President, Charles Koch Foundation; Jamie Merisotis, President & CEO, Lumina Foundation; Jessamyn Shams-Lau, Executive Director, Peery Foundation; Javier Alberto Soto, President & CEO, The Denver Foundation
Moderator(s): Tonya Allen, President, McKnight Foundation
10:00am - 10:30am - Networking Break
10:30am - 11:45am - Prioritize 2020 Census - An Urgent Opportunity to Protect Communities

There is concern that the upcoming 2020 Census may be under-resourced and over-politicized, which can lead to low response rates and the undercounting of residents of some of the most at-risk communities. All funders and communities stand to lose in this scenario, losing everything from data for planning local needs, services and hiring decisions; federal funding for programs; and representation in Washington, as well as decreasing the economic viability of rural and small-town America. While significant challenges remain to achieving a fair and accurate count in 2020, philanthropic leaders, together with grantees and other partners, are responding. Join this discussion on the opportunities funders still have to address this need, and ensure that these crucial numbers are accurate.

Speaker(s): Carrie L. Davis, Democracy Program Director, The Joyce Foundation; Debbie McKeon, President & CEO, San Diego Grantmakers; Arturo Vargas, Chief Executive Officer, NALEO Educational Fund
10:30am - 11:45am - Helping Foundations Understand their Connection to Social Impact… with the Arts

Please note this session has limited seating and will be available on a first-come, first-serve basis.

Using as a jumping off point Americans for the Arts' new interactive tool, the Arts + Social Impact Explorer, this interactive workshop will engage participants in a dialogue about how foundations can support work being done at the intersection of social sectors, the arts and healthy and vibrancy communities. The Arts + Social Impact Explorer is an online primer that draws together top-line research and case studies at the intersection of the art and 25 other sectors in a visually appealing, highly interactive tool. This tool is meant to drive conversation, and is accompanied by customized Fact Sheets that are downloadable and printable for sharing with board members, public and private sector policymakers, and more. It also is mobile-friendly, and future work on this project will be about aligning the information in the Explorer with advocacy and decisionmaker education efforts to help expand the conversation about the arts and their value to communities. Functioning as the surface of a “lake” of knowledge, this tool is sourced so that people who wish to can visit the websites of all the example projects, click directly to the research referenced, and engage directly with the other partners doing this work around the country. We will highlight several specific topic areas and then facilitate dialogue about social impact.

Organized by Americans for the Arts


Speaker(s): Robert L. Lynch, President & CEO, Americans for the Arts
10:30am - 11:45am - Tapestry Grantmaking: Weaving Communities, Populations and Resources Together

Please note this session has limited seating and will be available on a first-come, first-serve basis.

How can funders effectively remove barriers around historically underfunded and under-resourced populations in order to create equitable grantmaking opportunities for communities with the highest need? The Albuquerque Community Foundation will discuss how their new community-based grant program, TAPESTRY: A City Woven Together, is bolstering economic and social prosperity, and building bridges between geographic communities, diverse populations and burgeoning local industries. This presentation will focus specifically on Albuquerque’s International District (previously referred to as the “War Zone”) and how TAPESTRY is [planning to] leverage multiple community and corporate partnerships to support Albuquerque’s immigrant and refugee populations.

Organized by the Albuquerque Community Foundation


Speaker(s): Joanna Colangelo, Community Impact Director, Albuquerque Community Foundation; Kelli Cooper, Vice President, Albuquerque Community Foundation
10:30am - 11:45am - Strategy and Tactics for Leading Systems Change Amidst Complexity

Does your foundation have the strategy and systems in place to effectively address the complexity of the challenges you aim to impact? Join a conversation with leading funders and thinkers who have developed frameworks and approaches that enable creative thinking around how to effectively change systems. Exploring applications to a range of issues that are relevant to funders today, we’ll hear about (and try out) strategic and tactical approaches that foundations can leverage when taking a systems approach to your work, even amidst the increasing complexity of the world we live in. 

Speaker(s): Heather Grady , Vice President, Rockefeller Philanthropy Advisors; Tony Mestres, President & CEO, The Seattle Foundation; Lauren A. Smith, Co-CEO, FSG
Moderator(s): Natalie Ross, Vice President, Resource Development & Strategic Opportunities, Council on Foundations
10:30am - 11:45am - Bite-Size, Right Size: How CDFIs Help Advance Place-Based Impact Investing in Rural and Urban America

Investing in place is a tool that foundations are exploring as a means toward achieving more – and more equitable – local impact. In many cases, place-based investing does not require a complex foundation investment strategy; rather, some foundations are finding success by sticking a toe in impact investing waters and learning by doing. Often, these foundations turn to Community Development Financial Institutions (CDFIs) as the right partner to work alongside. CDFIs are mission-aligned, nonprofit partners who can help foundations scale their efforts to support affordable and workforce housing, fresh food financing and community facilities. Participants will hear from three place-based investing practitioners who are working alongside of local CDFIs to creatively deploy philanthropic assets to better address financing gaps and create impact in both rural and urban America – one step, one investment at a time.

Speaker(s): Beth Lipson, Treasurer, Opportunity Finance Network; Teri Lovelace, President, LOCUS Impact; Stephanie Randolph, Program Officer, Cassiopeia/Impact Appalachia
10:30am - 11:45am - Addressing Financial Vulnerability: What Households Need and Opportunities to Help

The usual metrics used to assess the national economy hide an enormous variety of experiences for workers and communities—flattening America’s rich diversity to a single number. Families have detailed knowledge of their own economic situations that may not align with the narratives used in policy and funding conversations, leading to programs that do not match their actual needs. Join us to learn what workers and communities across the U.S. say can help improve their financial lives, what employers, municipalities, and others can do to support those needs, and how philanthropy and research can inform and shape programs to assist financially fragile workers. Panelists will share insights learned from their respective efforts and will engage with the audience to learn and share perspectives from their work.

Speaker(s): Sheida Isabel Elmi, Research Program Manager, The Aspen Institute; Nisha G. Patel, Managing Director, Narrative Change & National Initiatives, Robin Hood; Travis Plunkett, Senior Director, Family Economic Stability, The Pew Charitable Trusts
Moderator(s): Leigh Tivol, Vice President, Strategy & Engagement, Prosperity Now
10:30am - 11:45am - Fire & Water: Foundations on the Front Lines of Climate (No Matter What We Call It)

Place-based funders tackle a range of geographic, social and political challenges. This session provides a case study of how two Foundations in seemingly polar environments are gaining ground. From Redding, California to Miami, Florida we will explore: How are private sector, nonprofit organizations and government collaborating to address risks to the economy and our most vulnerable communities? What is the role of the philanthropic sector to support an investment in the human and physical infrastructure needed to protect our future?

Speaker(s): Alex Carter, Director of Land Management, The McConnell Foundation; Yana Garcia, Assistant Secretary for Environmental Justice and Tribal Affairs, California Environmental Protection Agency (CalEPA); Rachel Hatch, Program Officer for Community Vitality, The McConnell Foundation; Kabir Kumar, Senior Director, Community, Walmart Foundation; Dawn Shirreffs, Director of Public Affairs, The Miami Foundation
Moderator(s): Nadege Green, Journalist, WLRN News
10:30am - 11:45am - All Politics is Local

Local journalism plays a key role in our democracy by helping ensure that communities are informed and civically engaged. With the digital disruption dismantling the traditional business model for local news and contributing to the loss of more than 23,000 local journalism jobs in the last decade, we must identify new methods and models to inform communities and support reporting that will hold government and institutions accountable. Alberto Ibarguen, President of the Knight Foundation, will moderate a terrific lineup of speakers, including John Thornton, founder of the Texas Tribune, who are building trust in journalism and serving local communities.

Speaker(s): Liza Gross, Vice President, Newsroom Practice Change, Solutions Journalism Network; Scott Lewis, CEO/Editor in Chief, Voice of San Diego; Mariam C. Noland, President, Community Foundation for Southeast Michigan; John Thornton, Founder, American Journalism Project
Moderator(s): Alberto Ibarguen, President & CEO, John S. and James L. Knight Foundation
12:00pm - 1:00pm - Networking Lunch For Community Foundations

Join your peers to network over lunch and discuss critical trends facing philanthropy today.

12:00pm - 1:00pm - Networking Lunch For Private Foundations

Join your peers to network over lunch and discuss critical trends facing philanthropy today.

12:00pm - 1:00pm - Partners Thank You Lunch

This session is by invitation-only.

12:00pm - 1:00pm - Networking Lunch For Corporate Foundations

Join your peers to network over lunch and discuss critical trends facing philanthropy today.

12:00pm - 1:00pm - HUD Secretary's Award for Public-Philanthropic Partnerships Lunch

The Secretary's Award for Public-Philanthropic Partnerships recognizes cross-sector partnerships between the philanthropic and public sectors that effectively increase the quality of life for low- and moderate-income residents across all American geographies—urban, suburban, and rural. Awards will be presented by the U.S. Department of Housing and Urban Development (HUD) in partnership with the Council on Foundations to ten foundations for completed or ongoing initiatives executed in partnership with any local, regional, or federal government during this session. Join us for a lunch to celebrate this year's recipients of the HUD Awards.

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Speaker(s): David J. Byrd, Deputy Assistant Secretary, Office of Policy Development, U.S Department of Housing and Urban Development
1:15pm - 2:30pm - Foundations and Democracy: What Is Philanthropy's Role in a Time of Division and Mistrust?

While polarization and mistrust have been building for decades in the United States, our political climate seems to have reached new levels of anger and divisiveness. Given the magnitude of the many challenges facing our society, our country urgently needs to come together; despite this, we are more divided than ever. Moreover, such a climate has implications for philanthropy, as disagreements over philanthropy’s public purposes intensify, and the very notion of a “common good” is threatened. Building on a new report by the Council on Foundations and the Kettering Foundation, Our Divided Nation: Is There a Role for Philanthropy in Renewing Our Democracy?, this session aims to catalyze thinking on how the philanthropic sector can best serve our democracy, and itself, in these challenging times.

Organized by the Kettering Foundation and the Council on Foundations

This session is by invitation only.

1:15pm - 2:30pm - Creating a Health Equity Movement for Inclusive Economic Prosperity

In 2015, a new, place-based private foundation embraced an activist health equity mission in Pinellas County, Florida, just a generation after the segregation and discrimination of the Jim Crow era. After four years of listening within the community, the Foundation for a Healthy St. Petersburg is launching a social change incubator in order to provide space, technology, funding, information on advocacy, and other resources to support multisector efforts to achieve equity across the social determinants of health. This approach is helping the Foundation and community partners advance a comprehensive strategy for economic equity in a southern community with a legacy of racial injustice. Join us for lessons learned and provide input on the formation of the Pinellas Equity Center.

Organized by the Foundation for a Healthy St. Petersburg

Speaker(s): Katurah Jenkins-Hall, PhD, Board Chair, Foundation for a Healthy St. Petersburg; Janine Lee, President and CEO, Southeastern Council of Foundations (SECF); Chris Steinocher, President and CEO, St. Petersburg Area Chamber of Commerce
Moderator(s): Randall H. Russell, President and CEO, Foundation for a Healthy St. Petersburg
1:15pm - 2:00pm - 2019 Grantmaker Salary and Benefits Survey Demo

Interested in the Grantmaker Salary and Benefits Report? Join Council staff for a demonstration of the survey process and learn how you can participate in this important resource for the field.

1:15pm - 2:30pm - HUD Awards Salon: Impact Investing Trends in Place

A special presentation of the 2019 HUD Awards program

Is your foundation working solo? Or are you part of a team working together to change the place that you care about? Successful leaders recognize that by expanding their networks to build bridges across sectors, they can more easily identify and combine the many types of capital needed to get to community solutions. This lively salon-style conversation will focus on community capital stacks and bring to light unique solutions, including collaborative impact investing around affordable housing, ensuring diverse workforces benefit from opportunity zones legislation, and providing career development opportunities in a rapidly changing landscape.

Speaker(s): Shena Ashley, PhD, Vice President, Center on Nonprofits and Philanthropy, Urban Institute; Kimberlee Cornett, Managing Director, Social Investment Practice, The Kresge Foundation; Annie Donovan, Senior Fellow, Beeck Center for Social Impact and Innovation at Georgetown University/Center for Community Investment at the Lincoln Institute; Mike Nellis, President and CEO, Austin Community Foundation
Moderator(s): Melanie Audette, Senior Vice President, Member and Partner Engagement, Mission Investors Exchange
1:15pm - 2:00pm - Closing the Needs Gap

According to The Center for Effective Philanthropy’s recent Strengthening Grantees Report, there is a gap between the support foundations provide and the support nonprofits actually need, which is pervasive and challenging to overcome. Can funders support grantees’ actual needs when nonprofits do not directly communicate it? In this session, participants will gain a deeper understanding of the type of projects and functional areas that nonprofits seek out when given the opportunity to choose what they need most. Catchafire will share what it has learned about the needs of organizations as a result of serving more than 10,000 nonprofits over nearly 9 years. This session will also explore how unfiltered insights on nonprofits’ needs can provide a scalable and effective feedback loop and inform foundation grantmaking strategies. Participants will have the opportunity to learn about methods to strengthen relationships between funders and grantees, all with the ultimate goal of closing the needs gap.

Supported and Presented by Catchafire

Speaker(s): Katherine Wu Brady, Chief Operating Officer, Catchafire
1:15pm - 2:30pm - Building Resilient, Inclusive, and Agile Economic Ecosystems

Public and private sector organizations, anchor institutions like community colleges and universities, and philanthropy all play a vital role in strengthening local economies. Together, they can serve as powerful drivers for building inclusive and equitable communities. Leadership and action are critical to creating new pathways to prosperity. By examining inherited economic issues (like historical inequities) and present-day factors impacting local economies, such as access to capital and resources in an accelerated tech-based innovation economy, organizations can help create the situations in which equity and innovation can occur. This Leadership in Action will highlight thought leaders who are working on a broad range of solution-oriented ideas, with insights and promising practices that are aimed at the development of inclusive economic innovation ecosystems.

Speaker(s): Yvette Kelly-Fields, Director, Corporate and Major Gift, Central State University ; Mike Rizer, Executive Vice President, Head of Community Relations, Wells Fargo & Company; Mary Thomas, Chief Operating Officer, The Spartanburg County Foundation and Robert Hett Chapman III Center for Philanthropy
Moderator(s): Duchesne Drew, Community Network Vice President, Bush Foundation
1:15pm - 2:30pm - The Impact of Mergers & Acquisitions on Corporate Philanthropy

Mergers and acquisitions are increasingly common for companies - across sectors, size, and geographic footprints. And, while the market impact of these combinations is regularly documented and discussed, data on the related impact on corporate philanthropic portfolios and programs is rarely analyzed. At the Council, we have seen growth in the number of corporate philanthropy practitioners asking for guidance and promising practices on how to navigate strategic options and manage change to support philanthropic portfolios in times of transition. This invitation-only roundtable discussion is designed to explore the experiences, questions and guidance needed to support companies and corporate philanthropy practitioners as they plan for, respond to, and/or adjust charitable efforts before, during and after a merger or acquisition.

Organized by Kaiser Permanente and the Council on Foundations

This session is by invitation only

2:00pm - 3:00pm - Big Data for Proactive Philanthropy

Urban Institute will feature three cases of innovative tools designed to make big data more easily accessible to decision makers: 1) Public Good Projects' Social Media data tool for the Opioid Crisis; 2) Urban Institute Education Data Portal; and National Center on Charitable Statistics Nonprofit Sector in Brief.

Supported and Presented by the Urban Institute

2:30pm - 3:15pm - Toolkit for Cross-Border Giving

Want to support causes around the world? Join this session to get practical tips on: starting an international grantmaking program, understanding how to make cross-border grants, deciding on what type of beneficiaries you want to support, and choosing between Expenditure Responsibility (ER) or Equivalency Determination (ED).

Supported and Presented by CAF America

Speaker(s): Nicole Varner, Senior Director, Donor Advised & Grant Services, CAF America
2:30pm - 3:15pm - Networking Break
3:15pm - 4:15pm - Building Inclusive Conversations Around Climate Action

Addressing climate change is not going to be achieved by any single constituency. Securing substantive and lasting policy solutions to expanding clean energy requires broader political acceptance and a diverse coalition of stakeholders with different objectives. In this session, hear from a conservative who views clean energy solutions through a national security and economic development lens and an Atlanta native working to engage low-income, communities of color in an equitable transition to clean energy.

Speaker(s): James C. Dozier , President, Citizens for Responsible Energy Solutions Forum; Michelle Moore, CEO, Groundswell; Nathaniel Smith, Founder/Chief Equity Officer (CEqO), Partnership for Southern Equity
Moderator(s): Mijo Vodopic, Senior Program Officer, Climate Solutions, John D. and Catherine T. MacArthur Foundation
3:15pm - 4:15pm - Culture Shift: Building Learning Organizations and a Learning Sector

In recent years, a growing number of foundations have worked to transform their institutions into learning organizations equipped with the skills to create, acquire, analyze, and transfer knowledge. What can we learn from those who have intentionally designed their systems and processes to be effective learning organizations? What have they found to be the key ingredients in creating learning cultures? Moreover, what can be done to help the philanthropic field change its insular and independent orientation to become a more open and collaborative one resulting in the creation of a learning sector, one that is transparent about successes and failures and that understands that such shared knowledge will ultimately drive innovation and impact more quickly? Learn how the new #OpenForGood movement, which is designed to encourage foundations to openly share their knowledge to accelerate the good they want to see in the world, provides resources and tools to help your foundation make the shift. This session will share newly available tools and resources and explore the principles of open knowledge as well as, inspiring examples of foundation leaders who are pushing their institutions to be more open for greater equity and the greater good.

Speaker(s): Janet Camarena, Director, Transparency Initiatives, Candid.; Daphne Davis Moore, Communications Director, Walton Family Foundation; Nichole Hoeflich, Program Director, Grantmakers for Effective Organizations; Prasangi Ranaweera, Senior Program Officer, Bill and Melinda Gates Foundation
3:15pm - 4:15pm - Bridging Faiths in Divided America: How Foundations Rebuild Religious Pluralism Today

Today, America is fractured across many divisions. Religion can continue to be a barrier of division, or it can be engaged as a bridge of cooperation for all communities. As conveners and leaders within civil society, foundations have a critical role to play in protecting America’s long tradition of religious pluralism and rebuilding the civic fabric of our nation. The intersectionality of religion with race and ethnicity is also an important consideration for philanthropy. Hear from a suite of leaders about concrete ways that foundations can strengthen American pluralism by building connections within and across communities to better understand the ways that faith impact democracy and diversity in America today.

Speaker(s): Lucas Johnson, Executive Director, Civil Conversations Project, OnBeing; Farhan Latif, President, El-Hibri Foundation; Sheryl Olitzky, Executive Director, Sisterhood of Salaam Shalom; Eboo Patel, Founder and President, Interfaith Youth Core
Moderator(s): Peter Laugharn, President & CEO, Conrad N. Hilton Foundation
3:15pm - 4:15pm - In the Wake of the Storm: Philanthropy as a Tool for Resiliency and Community Development

We live in an increasingly unstable and volatile climate causing wider spread damage across the United States. A spotlight was briefly placed on the challenges facing America’s isolated Territories in the US Caribbean following the devastation of two Category 5 Hurricanes in September 2017.   In the wake of those storms, progressive new models of philanthropy that support under-served and vulnerable communities emerged that go beyond grantmaking and nurtures an innate resiliency and holistic community approach. Hear why community philanthropy plays a critical role in responding to disasters.  Explore the type of matrix required to manage the variables in disaster recovery.  Understand the need for philanthropy to be aligned with a public-private partnership for resiliency. 

Speaker(s): Yoca Arditi-Rocha, Executive Director, The CLEO Institute ; Dee Baecher Brown, President, Community Foundation of the Virgin Islands; Deanna James, President, St. Croix Foundation for Community Development
Moderator(s): Lindsey Linzer, Senior Director of Programs and Grants Administration, The Miami Foundation
3:15pm - 4:15pm - Regional Multisector Partnerships to Advance Racial and Economic Equity

Growing economic and racial inequality threaten the prosperity of metropolitan regions across the country. Addressing both issues is the defining challenge for philanthropy and its partners. In California’s Bay Area, uneven wage growth and a shortage of housing have converged to create a crisis that disproportionately affects communities of color. Join us for a discussion with multisector partners that are tackling the crisis. The San Francisco Foundation and a coalition of national and regional philanthropic, business, and community partners will share their plan to move investment capital to increase affordable housing and advance policies that center racial and economic inclusion.

Speaker(s): Georgette Bhathena, Director of the Partnership for the Bay's Future, San Francisco Foundation; Caitlyn Fox, Director, Justice & Opportunity Initiative, Chan Zuckerberg Initiative; Jennifer Martinez, PhD, Chief Strategy Officer, PICO California; Maya Perkins, Strategic Initiatives Manager, Facebook
Moderator(s): Judith Bell, Vice President of Programs, San Francisco Foundation
3:15pm - 4:15pm - Change Management Strategies for Effectively Transitioning Legacy Grants & Programs

Have a legacy program whose objectives no longer aligns with your latest funding priorities? Have you funded the same nonprofit organizations over the years but want to invest resources elsewhere? Are you in the process of changing the strategic direction of your corporate giving program or foundation grantmaking strategy and not sure how to best communicate that shift to partners? While change is inevitable, the management of that change is not always easy as a grantmaker. Whether you are reinventing matching gifts programs into a larger employee engagement plan or restructuring your corporate giving program to invest in key societal solutions, there’s a skill behind managing longstanding grantee relationships and reputational risks while moving away from historical commitments. Join us for an interactive group learning experience with corporate philanthropy leaders as we share best practices and change management techniques to tackling transition and legacy programs. 

Speaker(s): Dannielle Campos, Senior Vice President | ESG Program Director, Bank of America Charitable Foundation; Elsa Chin, Executive Director, Global Philanthropy, JPMorgan Chase Foundation; Steve Pearson, Manager, Corporate Citizenship, IBM; Walter Woods, CEO, Humana Foundation
Moderator(s): Jennifer Chavez Rubio, Director, Corporate Community Relations, Lockheed Martin
4:30pm - 5:15pm - Best Practices in Charity Due Diligence

Getting to know and trust a grantee that is thousands of miles away and operates in a foreign legal context can be daunting. Join this session to learn about: understanding what tools you have at your disposal for conducting due diligence on your grantees, identifying any red flags during that due diligence and going beyond a checklist approach.

Supported and Presented by CAF America

Speaker(s): Jessie Krafft, Vice President, Donor Advised and Grant Services, CAF America; Mimi Turi, Senior Director of Program Financial Management , Robert Wood Johnson Foundation
4:30pm - 5:30pm - Reimagining the Council on Foundations: A Member Visioning Session with Kathleen Enright

What is the highest and best role for philanthropy? And how can the Council support our members and the field to reach our potential and address the most pressing issues of our time? Join Kathleen Enright, President and CEO of The Council on Foundations, for an interactive visioning session to explore these key questions and share insights and feedback on how a reimagined Council can best serve the field of philanthropy and advance public good.

4:30pm - 5:45pm - Bridging Divides: Philanthropy and the Rise of Populism

As founder and CEO of KIND, Daniel Lubetzky has created a company dedicated to using business as a vehicle for social change. He has built a reputation as an innovative leader with a commitment to creating economically sustainable and socially impactful businesses. In 2017, Daniel was recognized as a Common Ground awardee for his accomplishments in conflict resolution, community building and peacebuilding. Additionally, the KIND Foundation recently embarked on a new $20M, multi-year initiative, Empatico, that will broaden children’s exposure to differing world views through meaningful interactions with peers across the globe. Join Daniel in conversation with Ben Paynter, senior writer at Fast Company covering social impact, the future of philanthropy, and innovative food companies, for a riveting discussion on the role business and philanthropy in building bridges amidst growing division, and how this increasing divisiveness impacts us all.

Speaker(s): Daniel Lubetzky, Founder and CEO, KIND; Ben Paynter, Senior Writer, Fast Company
5:45pm - 7:00pm - Northern Trust Cocktail Hour

This session is by invitation only

5:45pm - 7:00pm - Career Pathways Alumni Happy Hour

This session is by invitation only

5:45pm - 7:00pm - Worldwide Initiatives for Grantmaker Support (WINGS) Reception

This session is invitation-only.

Organized by WINGS

5:45pm - 7:00pm - Speed Networking

Looking for a way to quickly meet other professionals in the sector? Update your business cards, prep your elevator speech, and join us at our Speed Networking event. We will have a bar available in the room for a few minutes of cocktails. Participants will pair up and network with each other in short intervals for 25 rounds of two minutes.

First come, first serve availability.

6:00pm - 7:30pm - Out @ COF: LGBTQ Funders Reception
Are you a grantmaker committed to LGBTQ issues? Did you know in 2017, grantmaking by U.S. foundations in support of organizations and programs addressing LGBTQ issues totaled $185.7 million, and the South became the most funded region with more than $22 million in funding, occupying the top position for the first time since we began tracking funding by region. 
Come out with Funders for LGBTQ Issues for a fun reception to hear more about these developments and more exciting things happening in LGBTQ philanthropy! Catch up with old friends, and make some new connections. All LGBTQ and allied grantmakers are welcome!
Organized by Funders for LGBTQ Issues 
6:00pm - 7:00pm - CEO & Trustees Reception

This session is by invitation only

7:00pm - 9:30pm - Celebrating the Council on Foundations' 70th Anniversary

Celebrate the Council’s 70th birthday in true Miami beach style! Attendees will be immersed in the tropical essences and pulsing energy of South Beach, as we celebrate with the very best music, fine cuisine, and entertainment South Beach has to offer.

Wednesday, May 1

6:30am - 7:30am - Wellness Program

Start the day open and refreshed! Get your mind, body, and soul ready for another content-filled day, with a 60 minute flow yoga class on Americana Lawn.

8:00am - 8:45am - How a Phone Call - and Smart Data Tracking - Led to a $100 Million

Evidence-based decisions are intrinsic to the way that AbbVie operates and its approach to philanthropy is no different. Join a candid conversation between leaders at AbbVie, a researched-based biopharmaceutical company, and Ronald McDonald House Charities (RMHC) to learn about the expansion of resources to hospitalized children and families, supported by a $100 million donation from AbbVie, and the role corporate giving programs play in the sustainability of nonprofits. Anticipate lively discussion around:

  • AbbVie’s partnership approach, empowering expert nonprofit organizations to take the lead on designing the most efficient, effective and impactful use of funding;
  • How RMHC’s mission, unique model of system alignment and networked infrastructure facilitated a donation of this magnitude;
  • The funder and grantee’s perspective on the curation and implementation of a large gift
Speaker(s): Kelly Dolan, Chief Marketing and Development Officer, Ronald McDonald House Charities; Heather Gandy, Director, Global Engagement & Giving, AbbVie
Moderator(s): Jessica Zar, Associate Director, Corporate Responsibility, AbbVie
8:00am - 9:00am - CyberGrants presents "The Seven Deadly Sins of Grantmaking"

Grantmaking tends to be a pretty virtuous endeavor. However, given the complexity of the process and endless details and data, it’s easy to fall prey to one of the many “deadly sins of grantmaking”. In this interactive session, we’ll highlight some common “sins” and how to avoid them. We’ll share best practices gained from 20 years of experience working with the world’s most generous and sophisticated grantmakers.

8:00am - 9:30am - PACE Meeting: Language Perception Project

Discussion of results from a recent project to understand perceptions of language associated with civic engagement and democracy work. By invitation only, but reach out to if you are interested in learning more.

8:00am - 9:00am - Networking Breakfast
8:00am - 8:45am - Engaging Diaspora in Philanthropy - Lessons from Ayiti

Through building an endowed fund and grant making, Ayiti Community Trust invests in high-impact community organizations focused on the environment, entrepreneurship, and civic education. This session will highlight innovative approaches used to engage and motivate Haitians in the diaspora and in Haiti to contribute towards building the Trust.

Speaker(s): Pierre Jonas Imbert, Co-founder & CEO, Ayiti Community Trust; Dr. Guerda Nicolas, Board Secretary, Ayiti Community Trust
8:00am - 8:45am - National Standards for U.S. Community Foundations Breakfast Roundtable

Positive changes are coming to the National Standards program! Please join members of the Community Foundations National Standards Board, the National Standards Legal Director and the National Standards Managing Director for an informal breakfast discussion about this valuable program and what you can expect in the future.

Speaker(s): Diana Anderson, President & CEO, Southwest Initiative Foundation and Community Foundations National Standards Board Chair
9:00am - 9:45am - The New Balance: Philanthropy, Power, and Possibility

Experience an art-filled interactive discussion around our new research series on changing practices and structures in response to shifting notions of power in philanthropy. We will share early research results on questions like: What practices help to ensure equitable grantmaking outcomes? What evidence-based strategies exist for incorporating lived experience alongside data? We also want to hear from you, about what moments of promise you want to share, or how are you balancing competing priorities in this "new power" era in philanthropy, and what research questions are on your mind.

Supported and Presented by the Urban Institute

Speaker(s): Shena Ashley, PhD, Vice President, Center on Nonprofits and Philanthropy, Urban Institute; Kevin Reese, Visual Artist, TeamSculptures
9:00am - 10:00am - The SDGs in the United States: Exploring the Role of US Foundations

This session is invitation-only.  

Speaker(s): Tony Pipa, Senior Fellow, Global Economy and Development, Brookings Institution
9:00am - 10:00am - Fireside Chat: Sharon Alpert

Sharon Alpert became the fourth president and first female leader of The Nathan Cummings Foundation in November 2015. A seasoned philanthropic leader, Sharon has more than 20 years of experience working at the intersection of inequality and environmental issues. Sharon served as the vice president of programs and strategic initiatives at the Surdna Foundation and began her career in philanthropy at the Ford Foundation, where she implemented a cross-portfolio initiative to address inequality in housing, employment and environmental opportunities in Camden, New Jersey. In this session, Sharon will discuss the Nathan Cummings Foundation’s approach to impact investing and their decision to go all-in, aligning 100 percent of their nearly half-billion-dollar endowment with the foundation’s mission to reduce social inequality and building an inclusive clean economy.

Speaker(s): Sharon L. Alpert, President and CEO, Nathan Cummings Foundation
9:00am - 10:00am - Measuring Impact Through Data Collection

A key factor in creating and growing a successful grantmaking program is collecting the data you need to ensure the intended impact. During this session you will learn about how technology can help drive meaningful impact analysis. Blackbaud Outcomes technology enables impact oriented data collection that supports philanthropic collaboration and accurate grant analysis. We will share foundation and CSR best practices that utilize the technology to make analysis  an everyday part of successful philanthropic initiatives.

Supported and Presented by Blackbaud

9:00am - 10:00am - The Age of Uncritiqued Philanthropy is Over

Join Jessamyn Shams-Lau, Executive Director of the Peery Foundation, in a frank and practical discussion on how to navigate the new wave of critique of our industry. We'll cover talking about feedback with your team, how to keep your board informed and keep your job, and how to personally react to critique, and then use it as a positive force in your work. If you've read Winners Take All, Decolonizing Wealth, or Just Giving and are now staving off an existential crisis about your life's work, this might be the session for you!

Speaker(s): Jessamyn Shams-Lau, Executive Director, Peery Foundation
9:00am - 10:00am - Fireside Chat: Lisa Hamilton

Lisa Hamilton is the president and chief executive officer of the Annie E. Casey Foundation, a private philanthropy dedicated to building a brighter future for children, families and communities in the United States. Prior to becoming president and CEO, Hamilton was the Foundation’s executive vice president and chief program officer, overseeing investments to promote community change, economic opportunity for families and public system reform. She also guided efforts to strengthen the social sector and encourage the take-up of effective strategies. Hamilton previously served as vice president of external affairs, leading Casey’s efforts to provide data, analysis, research and policy solutions to help all children realize their potential. Before joining the Foundation, Hamilton worked at UPS for 14 years in various roles, including president of the UPS Foundation and vice president of corporate public relations. Hamilton serves on the boards of the Baltimore Community Foundation, Baltimore’s Promise, East Baltimore Development Inc., Living Cities and StriveTogether. She is president of the board of Casebook PBC. In this session, Hamilton will discuss how she has strived to achieve racial equity and inclusion in all aspects of the foundation's work, from grant making to operations. She will share the Casey Foundation’s challenges and progress in this ongoing journey.

Speaker(s): Lisa Hamilton, President and CEO, Annie E. Casey Foundation
9:00am - 10:00am - Fireside Chat: Brennan Gould

Brennan Gould is the president and CEO of the Charlottesville Area Community Foundation – a grantmaker whose mission it is to drive positive, sustainable change in Charlottesville and surrounding communities. Prior to becoming president, Brennan served as director of the foundation’s grant-funded programs, gaining national recognition for her work, for which she received the Robert W. Scrivner Award for Creative Grantmaking for an innovative grantmaking initiative created in response to the deadly racial riots that rocked Charlottesville and the nation in 2017. As a passionate public and human service leader, Brennan also worked as a district liaison to former U.S. Congressman Tom Perriello of Virginia. This session will explore the challenges, triumphs, and differences in exercising leadership after a tragedy strikes your community.

Speaker(s): Brennan Gould, President & Chief Executive Officer, Charlottesville Area Community Foundation
10:15am - 11:30am - From Science to Action: Exploring the Complexity of Climate Solutions

Less than two percent of philanthropic dollars fund climate-related initiatives, despite the fact that major environmental grantmakers are calling for increased investment and scientists continue to flag the increasing risks created by climate change. How can and should foundations help create more resilient communities in the United States and around the world? This Leadership in Action session explores that question, as diverse experts discuss the intersection between science and policy and climate solutions. Join speakers from the National Geographic, World Resources Institute, and the Walmart Foundation for a conversation on the significant ways philanthropic dollars can be effectively leveraged to increase investment in climate initiatives, create more resilient communities, and otherwise respond to the complex challenges associated with climate change.

Speaker(s): Robert Bernard, Global Head of Strategic Partnerships, National Geographic Society; Manish Bapna, Executive Vice President and Managing Director, World Resources Institute; Shelley Poticha, Managing Director, Healthy People & Thriving Communities, Natural Resources Defense Council
Moderator(s): Kathleen McLaughlin, President, Walmart Foundation
10:15am - 11:30am - Town Hall: Philanthropy Bridging Divides

No matter our political persuasion, most of us can agree that America is a divided nation. Elected officials, political parties and the media often fan the flames of division, leaving our nation more angry and our citizens more isolated from each other. What is the role of our sector during these contentious, difficult times? How might philanthropy help our nation heal divides and find common ground? Join Janine Lee, President and CEO of the Southeastern Council of Foundations, and Stuart Comstock-Gay, President and CEO of the Delaware Community Foundation, as they share their perspectives on these questions and then be prepared to share your own thoughts in this open, participatory town hall setting.

Speaker(s): Stuart Comstock-Gay, President and CEO, Delaware Community Foundation; Janine Lee, President and CEO, Southeastern Council of Foundations (SECF)
Moderator(s): Chris Gates, Co-Director, Philanthropy Bridging Divides
10:15am - 11:30am - Foundations Accelerating Impact Through the Use of Guarantees

A highly impactful but less understood impact investing tool are unfunded guarantees.  Led by the Kresge Foundation, seven foundations – of varying sizes -- are collaborating to launch the Community Investment Guarantee Facility (CIGF) that will make guarantees in the housing, small business and climate sectors.  This session will provide an overview of the kinds of impact guarantees can have, considerations in making and managing guarantees and how the CIGF can help foundations adopt the use of this tool.

Speaker(s): Kimberlee Cornett, Managing Director, Social Investment Practice, The Kresge Foundation
10:15am - 11:30am - 2019 Grantmaker Salary and Benefits Survey Demo

Interested in the Grantmaker Salary and Benefits Report? Join Council staff for a demonstration of the survey process and learn how you can participate in this important resource for the field.

10:15am - 11:30am - Executive Session: See Sooner, Act Faster

Philanthropy faces an increasingly turbulent future in which the digital, social, political, and economic forces of change will become less predictable. This will put a premium on the ability of foundation leaders to detect, anticipate, and respond to early signals of threats and opportunities.

In this small conversation with foundation executives, Wharton Professor Paul Schoemaker will discuss “vigilant” organizations that see the looming risks and opportunities sooner than their rivals and position themselves to act faster when the fog of uncertainty lifts. Their leaders look for weak signals of threats and opportunities, take time to figure out what they mean through probing and monitoring, and place small bets early to learn more and improve their market position. Drawing upon a study of foundation leaders conducted in partnership with the Council on Foundations and the Knight Foundation, Paul will share broader insights from his forthcoming book with George Day, See Sooner-Act Faster: How Vigilant Leaders Navigate Digital Turbulence, that will be published by MIT Press in the fall of 2019.

Organized by the Knight Foundation, Council on Foundations, and The Wharton School at the University of Pennsylvania

This session is by invitation only.

Speaker(s): Paul Schoemaker, Senior Fellow and former Research Director of Mack Institute for Innovation, The Wharton School, University of Pennsylvania
10:15am - 11:00am - PD GENEration: Mapping the Future of Parkinson's Disease

Genetic information is a powerful tool used to help us uncover key mechanisms responsible for slowing or stopping the progression of Parkinson’s disease, ultimately improving care and speeding development of new treatments. Join Parkinson’s Foundation’s Chief Scientific Officer and Senior Vice President, James Beck, Ph.D., to discover and discuss PD GENEration: Mapping the Future of Parkinson’s Disease — a game-changing initiative for those affected by the disease, as well as those who invest in research toward a cure.

Supported and Presented by Parkinson's Foundation

Speaker(s): James Beck, Ph.D., Chief Scientific Officer and Senior Vice President, Parkinson's Foundation
12:00pm - 1:00pm - Leveraging the Infrastructure

This session is invitation-only.

Organized by CHANGE Philanthropy

12:00pm - 1:00pm - Leveraging Philanthropy in Concert with Business Initiatives and Cross-Sector Partnerships to Promote Lifelong Learning

The nature of work is changing and there are many people struggling to garner the skills they need to advance in their careers and gain economic mobility. This amount of rapid change is galvanizing both companies and the public workforce system to come up with new solutions to equip people with the skills they need throughout their life. One solution is creating cities of lifelong learning where all people will have the access to relevant skills-development and training for their advancement. Innovative philanthropic initiatives and cross-sector partnerships are needed to rewire the workforce system and set it up for success in this changing economy. Walmart and,  recognizing the importance of this issue, joined together philanthropically, to spur an innovation in South Bend, Indiana with the Drucker Institute. Come hear how two large companies are leveraging cross-sector collaboration to help create a resilient lifelong learning program with a trusted partner to accelerate economic mobility.

Speaker(s): Joshua Frazier-Sparks, Senior Manager, Opportunity, Walmart; Mahmoud Ramadan, Portfolio Manager,; Rick Wartzman, Director, KH Moon Center for a Functioning Society, Drucker Institute
Moderator(s): Lindsay Mason, ,
12:00pm - 1:00pm - Prepping for Policy: Philanthropy in the Digital Age

What do education, human service, or social justice funders need to know about digital policy? How does digital policy connect to philanthropic missions? Our ability to mobilize resources for positive change requires understanding issues including intellectual property, telecommunication infrastructure, data protection, and privacy rights in regard to both government and corporate surveillance. Join Lucy Bernholz of Stanford’s Digital Civil Society Lab for a participatory workshop on what digital policies matter, why, and how to get and stay informed. Civil society and philanthropy must become as fluent in the policies, actors, tradeoffs and options for protecting their rights to association, expression and privacy in digital spaces as they have been about the tax, corporate and charitable codes.

Speaker(s): Lucy Bernholz, Director, Digital Civil Society Lab, Stanford DCSL
Moderator(s): Ridgway White, President and CEO, Charles Stewart Mott Foundation
12:00pm - 1:00pm - Giving without Getting

The leadership of today’s foundations represents $700-800 billion dollars in assets. Economists estimate that even with a rigorous program of grants and program-related investments, all but a select group are dedicating more than 13% of their assets to charitable and social endeavors – most do far less. What about the other 86%? This panel will explore innovative ways foundations are giving, including giving options for foundations, new forms and structures for tax-efficient and anonymous philanthropy, among other new practices.

12:00pm - 1:00pm - Funding A Level Set on Racism: How Philanthropic Organizations are Addressing Structural Racism and Bias in their Communities

How can philanthropic organizations unite to tackle serious, and often uncomfortable, social issues to move communities forward? This session will showcase cross-organizational and cross-sector efforts to confront attitudes and practices that divide communities along racial and ethnic lines. The session will focus on collaborations happening in Cleveland, OH, and other communities to address racism and bias in social systems.

Speaker(s): Melissa C. DeShields, CEO & Partner, Frontline Solutions; Joel Ratner, President & CEO, Cleveland Neighborhood Progress; Mary Sobecki, Executive Director, The Needmor Fund
Moderator(s): Courtenay A. Barton, Program Manager, Arts & Culture, Cleveland Foundation
12:00pm - 1:00pm - Unrelated Business Income Tax

The Tax Cuts and Jobs Act of 2017 increased the unrelated business income tax (UBIT) liability for many tax-exempt organizations by imposing a tax on the cost of providing certain employee benefits such as parking, transportation and fitness facilities, and by changing how unrelated business taxable income is calculated across different business activities. While these changes may seem minor for some, the change and the potential costs for tax-exempt employers could have a significant impact on the finances of many tax-exempt organizations, including foundations. The entire nonprofit industry has expressed serious concerns about the application and enforcement of these new rules. This session will review the new provisions, explain Congress’ reasoning behind the rules, discuss how the rules are currently being implemented and enforced, and explain any changes that have occurred since the effective date of January 1, 2018. The session will also look at how the Philanthropic Enterprise Act of 2017, signed into law on February 9, 2018, has opened the door for more philanthropic businesses.

Speaker(s): Frank H. Smith, Partner, Marcum LLP; Karen I. Wu, Partner, Perlman & Perlman, LLP
12:00pm - 1:00pm - What’s Up in Washington?

The 116th Congress has started with new political dynamics, new legislative priorities, and new opportunities to pursue our sector’s goals. Hear from two of our sector’s top public policy and advocacy experts for a peek inside the workings of Washington’s political apparatus. Get an update on legislative and regulatory action and what the lead-up to the 2020 election can mean for philanthropy and our charitable sector.


Speaker(s): Jorge Castro, Member, Miller & Chevalier; Sandra Swirski, Partner, Urban Swirski & Associates
12:00pm - 1:00pm - Scaling Up Climate Resilience Around the World

Increasing temperatures and extreme weather events will have profound effects on the economies and health of the world’s most vulnerable communities. In this session, participants will learn how foundations are working to build resilience to climate change by investing in innovative local actions that can be scaled up and replicated nationally, regionally, and globally. Highlighted cases will include examples from a range of geographies and explore the role that partnerships play in working with governments, civil society, and the private sector to build climate resilience globally.

Speaker(s): Hernan Blanco, Program Director, Fundacion AVINA; Lindley Mease, Climate Leaders in Movement Action (CLIMA) Fund Coordinator, Thousand Currents; Suzanne E. Siskel , Executive Vice President and Chief Operating Officer, The Asia Foundation
1:15pm - 3:30pm - Lunch & Closing Plenary - Activating Levers of Social Change: Philanthropy, Policy, and Justice

As we work to create change within communities and within systems, we must also strengthen how we leverage political advocacy in order to be effective. In this plenary, public and private sector leaders will discuss tools, tactics, and strategies for building and wielding political power to support social change on the key issues facing America and the world today. We will close the conference by focusing on timely and relevant topics, including the movement for gender equality and an end to sexual misconduct in the workplace, the national opioid crisis, and criminal justice reform. The speakers will also examine how policy can drive change and the significant ways in which philanthropic dollars can be effectively leveraged to make an impact where it matters.

Speaker(s): Paul Butler, Albert Brick Professor in Law, Georgetown University Law Center; Dinah Dittman, National Director for Community Benefit, Kaiser Permanente; Kathleen Enright, President & CEO, Council on Foundations; Lavastian Glenn, Director, Racial and Economic Justice, Nathan Cummings Foundation; Desmond Meade, President, Florida Rights Restoration Coallition; Peter Shumlin, Former Governor, State of Vermont
Moderator(s): Susan Taylor Batten, CEO and President, ABFE: A Philanthropic Partnership for Black Communities