Day 1 – October 17, 2016
8:30 Registration Opens
9:30 – 11:30 PRE-CONFERENCE RETREATS
The 5 Questions Every Community Foundation Board Should Be Able to Answer
(Board Member’s Retreat)
Steve Alley Corporate Hills Ballroom
* This session is sponsored by Microedge + Blackbaud
Understanding everything your community foundation can do and how it all fits together can be challenging. During this interactive retreat, we’ll discuss five questions your board can use to ensure your work is strategic, focused and aligned. Through examples and small group discussions you’ll gather ideas to take back and discuss around your foundation’s board table.
When to start turning the Queen Mary?
Mike Batchelor Atrium
*This session sponsored by Mason Investment Advisory Services
Community foundations, large and small, emphasize various products and services at various points in our histories. Which “leg of the stool”: asset development, grantmaking, finance, community leadership or donor services, is needed most in your community foundation? How do you know and when do you change?
Merging Money and Mission for Community Leadership
(Program Officer's Retreat)
Brad Ward Salon A-C
Sustainability can’t be achieved in worksheets. It requires a cultivated attitude and set of behaviors that leads your organization towards meaningful work that inspires additional philanthropic resources and calculated risks to grow your Foundation. Explore why program officers’ should care about what is happening in development, and how your work directly influences the potential for increased assets. Develop a useful framework and language to help the foundation make intentional choices about balance and priorities, while we share and learn from one another about what is or isn’t working, and what people are trying. Learn to innovate and act through new and emerging approaches and tools for community co-investments. Walk away feeling energized and renewed purpose to increase your foundation’s value as a community leader, and grow your impact with concrete steps towards your foundation’s goals.
An Introduction to CF Insights’ Cost Analysis Tools
(Operations and Finance Retreat)
Aaron Schill & David Rosado Salon 1
Which of my community foundation’s products is contributing to our overall sustainability? What is our five-year outlook if the market were to experience another downturn? What long-term outcomes should we expect after making changes to our fee structure? Aaron Schill and David Rosado from CF Insights will provide an overview of several cost modeling toolkits that are designed to answer these questions and more. Whether used individually or in tandem, CF Insights’ cost analysis tools allow community foundations to evaluate their sustainability, make informed strategic decisions, and understand their overall economics. The session will include an introduction to each tool, examples of how to use the results, and tips on how to make them more accessible for community foundations with limited resources.
11:30 – 12:00 PRE-CONFERENCE NETWORKING
12:00 – 1:15 LUNCH PLENARY
Lessons in Profound Leadership, Leadership that Moves the Needle
John Morgan Salons D-E-F
*This plenary is sponsored by Foundant Technologies
In this keynote address, John Morgan will explore profound leadership, the type of leadership that helps communities and organizations tackle difficult problems, pursue great opportunities, serve well, and truly move the needle. Taking lessons from Steve Farber’s book “Radical LEAP,” John provides a framework of thinking, understanding, and acting for those called to leadership in the public interest.
1:15 – 1:30 BREAK
1:30 - 2:30 SESSION 1
Legal Basics for Community Foundations – Fundamentals Track
Suzanne Friday & Lara Kalwinski Salon A-C
In this hour session, attorneys from the Council on Foundations will review the federal tax laws and regulations that govern community foundations and discuss basic legal topics such as the governing documents, the role of the board, the charitable tax deduction, and variance power. State law requirements such as compliance with UPMIFA will also be discussed.
Working with the Whipper Snappers: One Foundation’s Ongoing Story of Stumbling Toward Success – Intermediate Level
Neel Hajra Atrium
If you’re like us, your board and long-time donors agree that it’s critical for your foundation to engage the next generation of philanthropists. Sounds great in theory, but we all know it’s not so easy: What does “engagement” look like? What should be your short- and long-term success metrics? How can you make permanent endowment appealing to “Generation Now?” How do you staff these efforts and prioritize them among so many other goals? Join us in a frank discussion of one foundation’s many stumbles and emerging successes in working with three distinct groups (30-somethings, 20-somethings, and teens). Walk away with some practical advice and cautionary tales.
Prepare, Pivot, Thrive: Steps to Succession Planning – Advanced Level
Kevin Bomhoff Salon 2
The purpose of succession planning is to increase the long-term effectiveness and expand the leadership capacity of your organization. Your donors want their investment to make a difference. That happens through wise use of both financial and human capital. Your team of staff and volunteers need a strategy for planned and unplanned departures and a way to development talent at all levels. This workshop will review stages of succession planning supported by critical concepts and tools needed by every organizations seeking long-term impact.
Drowning in Paperwork, Distracted from Purpose – Intermediate Level
Kim Foster Corporate Hills Ballroom
* This session is sponsored by CommunityForce, Inc.
Have you ever felt like you were drowning in paperwork and distracted from purpose? Our sector faces an effectiveness paradox. Funders, striving to be strategic and diligent, adopt what seem like sensible application and reporting requirements. But these practices—multiplied by thousands of grantmakers—place a heavy burden on organizations seeking funding, hampering their ability to be efficient with their time and effective in their missions. Project Streamline, a collaboration of eight prominent organizations representing grantmakers and grantseekers, is designed to improve grant application and reporting processes. Join us to hear an overview of Project Streamline including its history, accomplishments to date, and plans for the future. We will explore available tools and resources that can help your organization make its grantmaking more efficient and effective — saving you and your grantees time and money.
More Moving the Needle – Intermediate Level
John Morgan Sedgwick
This session will provide a good opportunity for participants to explore more in-depth the lessons of profound leadership and how they apply in one’s own life and work. Each participant will be able to spend time reflecting on what they bring to their leadership role and will leave the session with a more complete plan for moving forward.
Thinking Outside the Box on Economic Development and Impact Investing – Intermediate Level, Rural Focus
Kathy Gaalswyk Salon 1
Hear how six rural, regional community foundations in Minnesota created a framework for business development and financing in order to address the agricultural crisis facing the state in the mid-80s. Learn how impact investing has enhanced their approach to integrating capital across grant and loan programs and participate in a dialogue about unique opportunities that rural community foundations have to leverage talent and resources towards a better future for their hometowns.
2:30 - 3:00 NETWORKING WITH EXHIBITORS
3:00 – 4:15 SESSION 2
Asset Development Fundamental – Fundamentals Track
Judy Sjostedt Salon A-C
*This session is sponsored by Fund Evaluation Group
Almost everything you always wanted to know about asset development in a fun and fast-paced 75-minute session that focuses on understanding the basics. Types of funds and what makes each unique; which fund type makes sense for what donor. How asset development differs from fundraising and which strategies are effective to raise endowed resources. We’ll have fun with some role play and exploration of possible gift scenarios to help it all make more sense.
Planting Seeds and Growing Gifts: Strategies for Endowment Building in Rural Communities – Intermediate Level – Rural Focus
Phil Purcell Atrium
This session will explore helpful ways to build endowments in rural communities. Special attention will be given to strategies for engaging farmers such as events at county or state fairs, specialty publications on gift planning with agricultural assets, partnering with conservation easement organizations, continuing education of advisors on unique gift planning issues and more. Explanations will be given on specific gift planning techniques that are attractive to farmers and those in rural communities such as gifts of grain and livestock, remainder interests with retained life estate in personal residences or farms, conservation easements, life income plans and gifts of real estate.
Spotlight on Small and Growing Community Foundations: Challenges, Trends, and Opportunities – Intermediate Level
Aaron Schill & David Rosado Salon 2
Although small and growing community foundations compose the majority of community foundations in the United States, the unique challenges and opportunities they face are often overshadowed in discussions about trends and issues for the field as a whole. Informed by data from the CF Insights database and recent survey input, David Rosado from CF Insights will lead a discussion about national trends among small and growing community foundations. He will highlight some of the unique sustainability and growth challenges they face and share examples of promising practices and opportunities from across the country
When is Economic Development a Charitable Activity? – Intermediate Level
Suzanne Friday & Lara Kalwinski Corporate Hills Ballroom
This intermediate “deeper dive” session will focus on the growing interest among community foundations to support and fund economic development activities. Despite the perceived community benefits, economic development does not always qualify as a charitable activity, and attorneys from the Council on Foundations will use established IRS decisions and guidance to help community foundations determine when an activity is sufficiently “charitable” to merit support.
Hiring and Retaining Great Staff: When, How, What’s Involved, What are the Challenges? – Advanced Level
Lindalee Lawrence Salon 1
For many foundations, hiring staff is one of the most important decisions you’ll make. What are the nuts and bolts of hiring, managing, and retaining great people? Learn about when to hire staff, how to benchmark compensation, what benefits to offer, and more. Additionally, questions about human resources management, including compensation and benefits, are among the most prevalent asked of the foundation associations. Foundations seek information on policies, tips, and benchmarking compensation; on benefits, such as health, sick leave, retirement, maternity leave, disability, vacation benefits, holiday time off, and cost of living increases; and guidance on recruiting staff and evaluating executive directors. Our discussion will benefit foundation trustees and staff as well as philanthropic advisors and support professionals. By the end of this session, participants will be able to:
- Determine if it’s the right time for their foundation to hire
- Recognize common challenges and know where to turn for information on hiring related policies, benefits, and procedures
- Implement 2-3 new strategies for recruiting, hiring, onboarding, motivating, and retaining great staff
4:15 - 4:30 BREAK
4:30 - 5:30 SESSION 3
Good Governance Practices for Your Planned Giving Program – Essential Qualities to Develop a Successful Long-Term Asset Building Effort for Your Community Foundation – Fundamentals Track
Linda Speed & Kelly Wesley Taylor Atrium
What sort of solid foundation does your community foundation need in order to build a strong and successful long-term development effort through planned gifts? This session will cover the good governance practices that smart organizations should have in place as they begin to pursue planned gifts, and will also review the popular standard planned giving vehicles most community foundations use, such as charitable gift annuities, charitable remainder trusts, bequest and beneficiary designations, retirement accounts, etc.
Connecting Fund Holders to Local Needs – Intermediate Level
Shelly Prichard & Neel Hajra Salon A-C
*This session is sponsored by Kimbia
Community foundations have in-depth knowledge of area non-profits and issues of need. Finding ways to connect your fund holders to those needs helps the entire community, while providing great customer service, added value, and local expertise for fund holders.
30 Years of Investing in Rural Community Leadership: Lessons from the Field – Intermediate Level – Rural Focus
Valerie Shangreaux Salon 1
*This session is sponsored by Dane G. Hansen Foundation
The style and faces of leadership look different in every community, but the need for strong local leadership is paramount for creating and maintaining healthy, vibrant communities. In rural communities across Minnesota, community members and leaders are collaborating to create and lead the changes they wish to see. This session will focus on how one rural Foundation works to identify, develop and support community leaders in rural Minnesota. Valerie Shangreaux of the Blandin Foundation will provide a landscape on how the Blandin Foundation identifies, develops and sustains rural community leaders, the successes and challenges, and lessons learned.
Partnering for Philanthropy: Effective Ways to Market to Professional Advisors and Attract More Donors – Advanced Level
Phil Purcell Corporate Hills Ballroom
This session will share effective ideas for successfully marketing to and partnering with professional advisors including attorneys, investment and financial planning advisors, accountants, life insurance professionals and trust officers. Specific techniques will be explored including advisory committees, continuing education training, research resources, estate planning checklists, networking events, donor seminars and more. Current issues will be explored such as the changing role of investment advisors, avoiding conflicts of interest, and the legal limits on donor control over advisor selection.
Impact & Alignment: Making the Most of Your Financial Resources – Intermediate Level
Mark A Regier Salon 2
*This session is sponsored by Everence Financial Advisors
Leverage the full power of your financial resources! How you manage your assets can often say as much—or do as much—for your organization as how you spend them. Discover the many tools available to help align your investments with your organizational mission and community impact objectives while generating a competitive financial return. Learn how to use ESG and impact investing to engage foundation leadership, boards, donors and constituents. Options, opportunities and expectations are growing rapidly—make sure your organization isn’t left out.
The Attorney is In – Legal Consultations with COF Attorneys
Suzanne Friday & Lara Kalwinski Sedgwick
Council on Foundations attorneys Lara Kalwinski and Suzanne Friday will be available for one on one consultations to discuss legal questions. A sign-up sheet will be provided at the registration desk.
6:00 – 10:00 EVENING ON THE TOWN
Shuttle buses will provide transportation between the hotel and the Waterfront, Bradley Fair, Towne East Mall Area or Old Town District. Old Town is home to many restaurants, shops, clubs and galleries in the heart of Wichita. Grab a friend and explore the shops or enjoy dinner on your own.