Day 2 – Tuesday, Oct 27, 2020

All times Central Standard Time (CST)

Schedule is subject to change 

Special Thanks to:

  

7:30am  Registration Open

Breakfast on Your Own

8:30-10:45am   Deeper Dives

Legal Deeper Dive
Diving into the Deep End of the Pool-Legal Considerations of Disaster/Pandemic Response Philanthropy, Grants and Investments with For-Profits, the Evolution of Donor Advised Funds and Other Trending Legal Topics

Rooms A-C                               

Speakers:  Robin Ferriby, Phillip Purcell, and Ben McDearmon

Track: Legal

Ambassador: Michelle Brown

In 2020, philanthropies across the country needed to dive (or were pushed) into the disaster funding due to the COVID-19 pandemic.  Many of those programs highlighted the rules of making grants to or investing in for-profit entities. This session will review the legal considerations of these topics so that foundations are even more informed to respond to the next disaster. We will also discuss recent efforts to place further rules and administrative burdens on donor advised funds, gifts into those funds, and on the foundations that sponsor donor advised funds.

Impact Investment Deeper Dive
Different Paths…One Destination: Local Impact Investing as a Tool for Equitable Development

Atrium Room

Moderator: Deb Markley

Speakers: Tara Vance, Aubrey Abbott Patterson, Marsha Pope, and Janie DeVore Gillis

Track: Finance/Operations

Ambassador: Aaron Larson 

Local impact investing is a means of driving equitable community prosperity. When practiced by community foundations, it is way to redefine their role as capital providers (not just grantmakers) and to activate investments and endowments for community impact. In many ways, it is an extension of community leadership by community foundations. While the destination is the same for community foundations that choose to become local investors, the journey varies from one foundation to another. This session explores the distinct journeys of four Kansas community foundations – their unique motivations, impact goals, and the design features of their local impact investing strategies. Participants will see that local impact investing is a tool that any community foundation can embrace – rural or urban, large, or small. The session will also explore some common themes related to engaging donors and community partners and ways to “right size” a local impact investing strategy so that it is workable by the foundation. Participants will have time to explore their own motivations and potential as local impact investors through small group table discussions and virtual breakout sessions.

Rural Deeper Dive
Helping Rural Thrive: A Framework for Finding and Filling Gaps that Matter

Rooms DE

Speaker: Janet Topolsky

Track: Leadership

Ambassador: Sarah Simister

Community foundations that are working to boost economic and social outcomes for rural people, economies and communities face special challenges – and don’t have much of a roadmap that helps them find the signposts or spot the potholes along the way. Over the last year, the Aspen Institute Community Strategies Group has been working with a wide-ranging set of rural development practitioners, experts, and organizations from across the country to answer this question: What will it take for communities and Native nations across the rural United States to be healthy places, where everyone belongs, lives with dignity and thrives? The result is the Thrive Rural framework for advancing more equitable and widespread rural prosperity. Come to this session to learn about this just-released framework and ways you can use it to set priorities and shape a strategy for your foundation’s action to catalyze rural progress towards equity and prosperity.

*This deeper dive is supported by Dane G. Hansen Foundation.
Equity Deeper Dive
Equitable Development and the Equity Dividend

Salon 1-2

Speakers: Richard Overmoyer, Dr. Leonard Brock, and Maureen Lawless

Track: Public Policy/Advocacy

Ambassador: Dodie Doudna 

Following a year of a pandemic that disproportionately impacted people of color and low-income communities and a national reckoning regarding racism, communities are working to do better. This session will explore how Community Foundations can catalyze a focus on equity to advance inclusive and meaningful community change. Approaches to engaging community leaders, tools that can be used to facilitate these conversations, building community power, and how to move from planning to action will be shared.   

*This session is supported by the Kansas Health Foundation and Fourth Economy.
SDGs Deeper Dive
Local action for global good – why and how to embrace the Sustainable Development Goals

Room F

Speakers:  Sarah Owen and James Magowan

Track:  Leadership, Program, and Asset Development/Sustainability

Ambassador: Laura Baron Reyes

The Coronavirus pandemic has shone a light on the value of local action and the role it plays in addressing global issues. It has highlighted the interconnectedness between social, economic, and environmental dimensions of development and revealed overt and underlying issues relating to inequality, resilience, and sustainability. This deeper dive will help attendees position their existing work in relation to the Sustainable Development Goals (SDGs) by drawing on experience from community foundations in North America and Europe. We will consider the what, why and how to utilize the SDG framework along with relevant local benchmarks. Participants will identify ways that the SDGs can add value to their foundation’s efforts to attract and engage partners; motivate staff, board members, and volunteers; improve recognition from stakeholders for thought-leadership; and enhance impact. Additionally, we will illustrate how the SDGs can help organizations make sense of complex, interrelated challenges and opportunities when convening and coordinating cross-sector efforts for systems change across causes. Participants will leave this session with an enhanced appreciation of the relevance of their work to the SDGs, a rationale for why they might wish to embrace the SDGs, and concrete ideas for steps to embed the SDGs in their foundation’s DNA.

Community Foundations Basics Part 2

Corporate Hills Ballroom

Speakers: Amy Haacker and Sarah Aguirre Origer

Track: Multi-Track

Ambassador: Sam Brown

Community foundations are unique and complex organizations and the task of orienting and training new staff, and board members is a constant challenge.  The Indiana Philanthropy Alliance, thanks to ongoing support from Lilly Endowment Inc., offers a training and technical assistance program for community foundations, known as GIFT.  The goal of our two-session, six-hour program “Community Foundation Basics” is to provide participants with on overview of the structure and operations of a community foundation.  Topics covered include:   

  • History and purpose
  • Board governance
  • Gifts and funds
  • Asset development
  • Grantmaking
  • Community leadership
  • Finance and investments
  • Legal Issues
  • Operational sustainability
  • Lifecycles of community foundations.
*This session is supported by the Indiana Philanthropy Alliance.

10:45-11:30am  Networking Break

Resources Hall

Blind Dates

Online

Ambassadors: Chelsea Knight and Sarah Simister

Ever wondered what it would be like to meet someone you don’t know in a virtual environment or be connected with someone you have not seen in a while? This is your chance to try it out in a safe professional environment. Discuss your conference experience, see if you have any common interests (you know you do because you’re at our conference!) and share ideas. Designed to be fun and low key, you will be paired up with other attendees who also want to meet new people or reconnect with old friends.

11:30am-1:00pm  Opening Plenary Lunch

Heart of the Matter: Trauma Informed Philanthropy

Ballroom A-F

Speaker:  Caitlin O’Brien

Moderator:  Steve Alley

Track: Leadership

Ambassadors: Aaron Larson and Sarah Simister

The science is clear – the effects of trauma and adversity build up over the human lifespan and contribute to negative outcomes in all aspects of individual, family, community, and societal life. Some effects can even pass from generation to generation. In the last two decades, we have come to understand trauma as pervasive and distributed inequitably among vulnerable populations and under-resourced communities. The COVID-19 pandemic exacerbated the impacts of trauma and adversity, leaving youth, families, and communities to cope with grief, isolation, and loss.

The good news is that the emerging field of trauma-informed practice aims to prevent adversity and mitigate its impact. Scientists, service providers, philanthropists, businesspeople, policy makers, and community residents are coming together to build a movement for trauma-informed and resilient communities, improving outcomes in areas as divergent as healthcare, education, and criminal justice.

This session will invite grantmakers to consider how trauma impacts their work and will provide guidance for applying a trauma-informed lens to their work to improve the lives of individuals, families, and communities. 

1:00-1:30pm   Meet the Exhibitors

Resources Hall and Online

Ambassador: Aaron Larson

1:30-2:30pm   Concurrent Sessions 1

1.1 Strategic Doing - Thinking, Behaving, and Doing Differently

Corporate Hills Ballroom

Speaker: Betty Johnson

Track: Asset Development

Level: Rural

Ambassador: Dodie Doudna

If you are looking for an agile, action orientated process help you plan and implement your organizations’ needs and dreams, Strategic Doing is your answer. It links and leverages the resources in your community, creates measurable outcomes, and builds on networks to create a strategy quickly. By guiding complex conversations with some simple rules, Strategic Doing provides a pathway to action and results. Based on “what can we do, what should we do, what will we do, and what’s our 30/30,” ideas become reality utilizing the Strategic Doing process. It will allow your organization to create hope, make change, take ownership, and collaborate utilizing the Strategic Doing process for organizational success.  

*This session is supported by Dane G. Hansen Foundation.
1.2 Promoting Our Stories with Customized Digital Media

Salon 1-2

Speaker: Amber Nagle

Track: Communications/Marketing

Level: Basic

Ambassador: Sarah Simister

Strong storytelling helps Community Foundations and other nonprofits reach the communities they serve and relay their missions and impact in a more subtle, favorable way. Last year, as the Community Foundation of Northwest Georgia reviewed novel ways to share old stories via a new framework, they landed on the development of an online digital magazine, Northwest Georgia Giving. The magazine spotlighted a handful of stories featuring regional philanthropists, charities, and showing how a few individuals and families use the tools of the Foundation to magnify their giving. In this session, the speaker will discuss the nuts and bolts of designing a digital magazine. She will cover the tools necessary to create the product as well as costs, how to share it with audiences, gauging readership, measuring impact, securing advertising, and tips for success.

1.3 Community Leadership and The Life Cycle of a Community Initiative: Tales from the Frontlines

Atrium Room

Speakers: Sarah Aguirre Origer and Amy Krebs

Track: Leadership

Level: Intermediate/Advanced

Ambassador: Michelle Brown

What happens when a major funder gives 92 Indiana community foundations the opportunity to invest in their leadership capacity, expand their community engagement, and implement ideas for community improvement? This session begins by exploring how this experience changed board culture, institutional relationships, community engagement, grantmaking, operations, and more, often in unintended ways. Then, we will share how a community foundation in Ohio detected a theme among their grantee funding requests and acted. Learn how a community foundation recognized a pervasive need facing the community and seized opportunity to respond through the creation of a community initiative 

1.4 Recognizing and Managing Conflicts of Interest in Tight-Knit Communities

Room DE

Speaker: Robin Ferriby

Track: Legal

Level: Rural

Ambassador: Laura Baron Reyes

Conflicts of interest arise in a variety of circumstances and can be frequent in tight-knit and smaller communities.  The session will explore the legal and practical considerations of both conflict of interest and confidentiality policies. 

*This session is supported by Dane G. Hansen Foundation.
1.5 Racial Equity Self-Assessment Toolkit for Community Foundations

Room A-C

Speaker: Natalie Beck

Track: Governance

Level: Intermediate/Advanced

Ambassador: Chelsea Knight

When you know better, you do better! And when we can view the world thru a racial equity lens, we empower ourselves to eliminate barriers before they become seemingly insurmountable problems. You will leave this session with a racial equity self-assessment toolkit designed specifically for community foundations. Together, we will explore how institutional racism shows up within community foundations and the communities we serve. We will utilize the toolkit to identify strategies and best practices. The toolkit assesses programming, grantmaking, board and staff leadership, and marketing.  Join this session to hear lessons learned, celebrate successes of our profession, and explore how you can develop your own racial equity strategies.

*This session is supported by the Kansas Health Foundation 
1.6 The Changing Landscape of Donor Advised Funds

Room F

Speaker: Pamela Alexanderson

Track: Finance/Operations

Level: Intermediate/Advanced

Ambassador: Aaron Larson

In this session, we will discuss the benefits of using a Donor Advised Fund as a philanthropic vehicle.  Donor Advised Funds can offer an effective way of ensuring donation dollars reach the intended beneficiaries, however there are rules that need to be followed. In this session, we will cover these rules as well as how the Internal Revenue Service views Donor Advised Funds and any potential upcoming legislation. 

*This session is supported by Harpswell Advisors.

2:30-2:50pm  Networking Break

Resources Hall and Online

Ambassador: Laura Baron Reyes

Online participants will meet in groups to discuss any pertinent questions with their peers, ask for advice, and get to know each other. A free-flowing conversation prompted by the first question: what has been your biggest aha moment at the Conference so far? 

*This break is supported by Moss Adams.

2:50-3:50pm  Concurrent Session 2 

2.1 Telling the Community Foundation Story in Really Rural Areas (DDIY)

Atrium Room

Speaker: Betsy Wearing

Track: Communications/Marketing

Level: Rural

Ambassador: Laura Baron Reyes

All nonprofits use a variety of vehicles to market themselves. Really Rural Community Foundations are no different, BUT the strategies – and the budgets – are. Telling the story of your community is the first step in bringing people back, attracting new people, keeping people home and instilling pride in current residents –¬ all goals of Really Rural Community Foundations and their donors.  Learn ideas, tips, and success stories to help educate and engage rural communities about their local community foundation and the important role it plays. But Don’t Do It Yourself (DDIY) - learn how existing communication and story-telling vehicles can often provide more exposure with less time and cost. Explore what's out there and how to access it. What is a Really Rural Community Foundation? If you think your town is rural and your population figure has more than five digits, you probably do not qualify… but join us anyway – our strategies are adaptable! 

*This session is supported by Dane G. Hansen Foundation.
2.2 Diversifying Your Asset Development: Accepting, Managing and Liquidating Complex Gifts, Including Real Estate, Private Business, and Land

Room DE

Speakers: Conny Bogaard and Micaela Weil

Track: Asset Development/Sustainability

Level: Intermediate/Advanced

Ambassador: Aaron Larson

This session explores how the Western Kansas Community Foundation and the Community Foundation of Utah have found a niche in accepting, managing, and liquidating complex gifts (anything other than cash or publicly traded securities) for short term or long-term gain. This session proposes how diversifying your asset portfolio can catalyze the growth of your Foundation, while amplifying your Foundation’s charitable mission.

2.3 Earthquakes, Fires, Floods and Pandemics, Oh My: What we’ve learned the hard way about the role of a community foundation in disasters

Corporate Hills Ballroom

Speaker: Julia DeNatale

Track: Program

Level: Intermediate/Advanced

Ambassador: Dodie Doudna

Napa Valley Community Foundation has managed the philanthropic grantmaking response in six disasters, and will share experience leading, partnering, and funding recovery efforts with a place-based focus on equity. Strategies include: how to work quickly and carefully; finding, vetting, supporting and providing technical assistance to key nonprofit service grantees; launching and supporting a Community Organizations Active in Disaster collaborative program; managing a “pre-approved” immediate and automatic disaster grants program; a model for successful distribution of cash aid to disaster-affected residents; leveraging government dollars and partnering with local government; managing various phases of disaster response; and what we can do before/in-between disasters to improve the process. While in Kansas, we will share how there is no place like home when it comes to disaster response, and it takes courage, brains, and heart to help your community recover. 

2.4 Empowering All-Star Board Members: Shifting from Awareness to Understanding of the Community Foundation and Its Role in Diversity, Equity, and Inclusion

Room A-C

Speakers: Megan Barber Allende and Rebecca Murphy

Track: Governance

Level: Rural

Ambassador: Michelle Brown

Volunteer board members bring raw talents and passions to the board table, but a regiment for training and education can turn them into all-star board members. This session will focus on strategies to first onboard and cultivate board members to understand the role of the community foundation in creating local impact and then empower them to work with more intentionality towards creating a diverse, equitable community for all. Attendees will receive template materials and hear success stories, as well as challenges, of moving board members from awareness to understanding of their role in leading their community towards transformational change.

*This session is supported by Dane G. Hansen Foundation. 
2.5 Follow the Leader(ship Metrics) - How Rural Community Foundations Can Go All in on their Leadership Journey

Room F

Speaker: David Rosado and Len Bartel

Track: Leadership

Level: Rural

Ambassador: Sarah Simister

In 2020, CFLeads’ groundbreaking Going All In project chronicled the current state of the community foundation field within the context of an evolving social and economic climate. Through their research, they identified three areas of momentum within the field as community foundations continue to embrace their role as community leaders: insisting on racial equity, amplifying community voice, and influencing policy and systems. In late 2020, the CF Insights team at Candid released a tool to track community foundation activity beyond traditional financial metrics. The Community Leadership Assessment Tool is a free resource designed to help community foundations measure their engagement in over 40 dimensions of community leadership, such as coordinating among networks, understanding the community context and history, their focus on diversity, equity, and inclusion, and more.     During this interactive session, CF Insights and CFLeads will share how the Community Leadership Assessment Tool can inform the proactive, impact-driven work of community foundations of any size. They will discuss how the results collected from those who’ve completed the assessment vary for different segments of the field, how those results relate to the three areas of momentum identified in CFLeads’ Going All In project, and how you can deepen your engagement in several key dimensions of community leadership.

*This session is supported by Dane G. Hansen Foundation.
2.6 Community Foundations as Civic Homes

Salon 1-2

Speaker: Laura Seaman

Track: Public Policy/Advocacy

Level: Intermediate/Advanced

Ambassador: Chelsea Knight

In 2020 a cohort of five California community foundations partnered with Justice Funders to imagine new possibilities for the future of community philanthropy. We explored concepts of civic identities and political journeys, questioned our notions of what makes a home, and co-created a vision of community foundations as inclusive hubs of civic engagement. This session will introduce the idea of civic homes and share stories of community foundations that are reimagining their role as inclusive local hubs of civic engagement.

3:50 – 4:15pm  Consultations Break

After registration, you will be able to sign up though our online platform for an in-person or virtual one-on-one consultation session with a community foundation peer to discuss individual questions related to your foundation. Consultations are offered on a first-come first-serve basis by pre-scheduled appointments.

1. The Lawyer is In

Corporate Hills Ballroom

All levels

Robin Ferriby, Phillip Purcell, and Ben McDearmon

2. Peer Expert Consultations

All levels

Salon 1-2

Speaker: Betty Johnson

*This session is supported by Dane G. Hansen Foundation.

                 

Room F

Speaker: Tony Macklin

                  

Room DE

Speakers: Lori Bower, Eric Hozempa

*This session is supported by Dane G. Hansen Foundation.

                 

Room A-C

Speaker: Mike Batchelor

4:15-5:45pm  Kansas Association for Community Foundations Annual Meeting

Atrium Room

Ambassador: Dodie Doudna 

Meet with your Kansas peers and the leadership of the Kansas Association of Community Foundations to learn about progress and plans made towards growing community foundations in Kansas. KACF members are asked to attend to vote for their future and to share their successes and challenges. There will be time allocated for member interaction and for two topics of interest to Kansas community foundations:

1. Stronger Together: Building Endowments for Kansas Community Foundations

Speaker: Conny Bogaard

Track: Asset Development/Sustainability 

In this presentation, KACF leadership will propose strategies for building endowments to support Kansas community foundations, collectively. Learn how to talk with your board and community foundation constituencies about the advantages of levering local resources and creating a culture of giving back to the network that has supported our Kansas community foundations for over 15 years. How can we start building that culture?   

2. Convergent Community Leadership at the Macro and Micro Level

Speaker: Timothy Peterson

Track: Leadership

The new Kansas Micro-Internships Program, and the Lead For America public service programs for passionate and capable young people, can help make communities strong, vibrant, and compassionate.

Peer Consultations

After registration, you will be able to sign up though our online platform for an in-person or virtual one-on-one consultation session with a community foundation peer to discuss individual questions related to your foundation. Consultations are offered on a first-come first-serve basis by pre-scheduled appointments.

1. The Lawyer is In

Corporate Hills Ballroom

All levels

Robin Ferriby, Phillip Purell, and Ben McDearmon

2. Peer Expert Consultations

All levels

Salon 1-2

Speaker: Betty Johnson

*This session is supported by Dane G. Hansen Foundation.

                 

Room F

Speaker: Tony Macklin

                 

Room DE

Speakers: Lori Bower, Eric Hozempa

*This session is supported by Dane G. Hansen Foundation.

                 

Room A-C

Speaker: Mike Batchelor

5:45pm   Bus Loading for Off-site Reception

Back Entrance on the North Side of the Building 

6:00-8:00pm   Welcome Reception

Wichita State University Tech, the National Center for Aviation Training Campus

(6:30 online streaming from the Reception followed by Blind Dates for the online audience 7:00- 8:00pm)

Please join us as for an evening of engaging conversations, including on Sustainable Development Goals, culinary delights, and a tour of the FutureMaker Mobile Learning Lab with special music provided by Sheridan County Community Foundation’s Executive Director, Karl Pratt.

WSU Tech is a different kind of college, changing lives by training people for high-wage, high demand jobs. WSU Tech works hand-in-hand with employers to determine their needs now and into the future, so students graduate with the right skills. In 2016 WSU Tech partnered with Goodwill Industries and created The FutureMaker Mobile Learning Lab. This one-of-a-kind mobile lab is a way to introduce middle, high school and GED seeking students to careers in science, technology, engineering, and math.

The National Conference for Growing Community Foundations is thrilled to be one of the first groups to utilize the new WSU Tech Culinary Institute. Under the direction of John Michael, Director of Culinary Arts and Lexi Michael, Executive Chef and Department Chair, the evenings hors d'oeuvres will be created and prepared by students working towards their degree in culinary arts. 

Registration is required. Each registered guest will receive one complimentary drink ticket.  Cash bar provided. A shuttle bus will provide transportation between the hotel and WSU Tech.   

*The reception is supported by the Wichita Community Foundation.

7:00-8:00pm  Blind Dates

Online

Ambassador: Chelsea Knight and Dodie Doudna

Ever wondered what it would be like to meet someone you don’t know in a virtual environment or be connected with someone you have not seen in a while? This is your chance to try it out in a safe professional environment. Discuss your conference experience, see if you have any common interests (you know you do because you’re at our conference!) and share ideas. Designed to be fun and low key, you will be paired up with other attendees who also want to meet new people or reconnect with old friends.