Day 2 – October 18, 2016
7:30 – 8:30 BREAKFAST & KACF ANNUAL MEETING
Annual meeting for members of the Kansas Association of Community Foundations. All Conference guests are welcome to enjoy breakfast.
8:30 – 8:45 BREAK
8:45 - 9:45 SESSION 4
Small Foundation, Big Marketing Ideas – Fundamentals Track
Lori Bower Corporate Hills Ballroom
Small foundations can be mighty when it comes to engaging constituents—without breaking the bank. In this session we’ll cover the basics of crafting your story, creating key materials, and rallying people to become active ambassadors of your foundation. You’ll see examples from other community foundations, as well as get tips for the easiest ways to create nice websites and e-newsletters, and for using your board, social media, PR and speaking engagements to get the word out.
Top 10 Challenges Facing Community Foundations and the Way Forward – Intermediate Level
Brad Ward Salon 1
Nothing focuses the mind like being told you’re doomed. On any given day, it can feel just like that for community foundations navigating the shifts, turns, and changes shaping our communities and foundations. Yet, the challenges we face and how we talk about them can bolster our efforts and channel our energies toward an exciting way forward. Tackling the top 10 challenges facing Community Foundations across the country, we will explore ways to avoid the pitfalls and exploit the unrealized potential of our boards, donors, and community foundations to ambitiously go forward in the next century.
What’s Up in Washington and National Standards Update – Intermediate Level
Suzanne Friday & Lara Kalwinski Atrium
Council on Foundation’s attorneys will share the latest news regarding federal tax reform as it affects community foundations including proposals related to donor advised funds, endowment spending, the charitable deduction and charitable giving. An update on the National Standards for Community Foundations program will also be included.
Realigning Community Foundation Affiliates: How’s that Working for You? – Intermediate Level
Carla Roberts Salon A-C
More than twenty years ago a national movement to extend community foundation services to underserved areas resulted in the development of geographic component funds often referred to as Affiliates. These funds, known by various names, grew differently across the country. In some cases, such as regional or statewide community foundations, this type of fund development was clearly connected to mission. In others the mission connection was less obvious or even absent entirely. National or regional funders focused on specific geographies to promote the growth and development of these entities. The effort gained momentum, fueling the growth of geographic affiliates from 432 in 1998 to over 1,400 by 2008. The business model for these systems has been a burning topic ever since and the ways in which they are administered vary widely. In some cases, geographic component funds have by necessity become part of the risk analysis for community foundations. Many community foundations are finding themselves in a moment of realignment. There is no one “right” way to work with these funds, but there are some basic principles. Through a case study example, learn what steps the Fremont Area Community Foundation took to implement a successful realignment process. Participants engaged with similar realignment processes are encouraged to join and share their experiences.
In the Wild: Capturing Great Stories – Intermediate Level – Rural Focus
Katherine Kreuchauf Salon 2
Learn how to recognize great stories as they happen, understand the basic themes that drive all stories, and become a story telling sharp shooter by understanding the building blocks of compelling stories on social media. Stories from the “Heart & Soul” community engagement project will be featured.
Community Disasters – Being Poised for Impactful Emergency Response – Intermediate Level
Angie Tatro & Audra Gibson Sedgwick
Community Foundations are trusted resources for public good. When - not if - a disaster strikes within your sphere of influence because of economic, weather, social or psychological related causes – your organization should be included amongst the ‘first responders’. We’ll explore how, when and why this is so important based on two real life experiences.
9:45 – 10:15 BREAK
10:15 – 11:30 SESSION 5
Governance Fundamentals –Fundamentals Track
Judy Sjostedst Salon A-C
*This session is sponsored by Fund Evaluation Group
Really-you want me to do that? Wondering what you signed up for when you joined the community foundation board? This 75-min session seeks to increase understanding-and consequently, the effectiveness of-community foundation and affiliate board members. We’ll discuss the important legal basics around board membership and differentiate between the role of the Board and role of staff-if your foundation has staff. We’ll discuss board member expectations and how to have a conversation when a board member needs help in meeting expectations. Board member recruitment and retention strategies will also be covered.
ABC’s of Major and Planned Gift Portfolio Management for Community Foundations – Create a Priority-Based Prospect Portfolio System that Utilizes Specific Cultivation and Communication Strategies – Advanced Level
Linda Speed & Kelly Wesley Taylor Atrium
*This session is sponsored by Aly Sterling Philanthropy
A midsized Community Foundation looking for long term sustainable fundraising success engaged consulting expertise to help make order out of the chaos of information that hindered their development effort. Using a “priority-based prospect” method of portfolio management for major and planned gifts was a game-changer! Any growing community foundation can increase their effectiveness and ultimate long-term success by adopting and adapting this approach. This presentation by the Community Foundation CEO and the consultant will provide best practice rules for segmenting a database, identifying and qualifying prospects, and managing portfolio lists for measurable results. And best of all, the process can be tailored to meet the needs of any community foundation, of any size and budget.
Everything You Wanted to Know About Fund Agreements But Were Afraid to Ask – Intermediate Level
Suzanne Friday & Lara Kalwinski Salon 1
Community foundations are unique organizations made up of various component fund types. This deep dive, intermediate session will begin with a review of the different fund types common to community foundations and discuss how to know what type of fund is right for a particular donor or situation. Council on Foundation attorneys will then discuss the legal requirements for each type of fund agreement, recommended provisions and language, drafting methods to accommodate donor wishes and particular types of gifts, and when changes to existing agreements are allowed.
Putting Community First – Using an Equity and Civic Engagement Lens – Intermediate Level
Jeff Usher & Kathy Gaalswyk Sedgwick
We will discuss examples of how local community foundations can experiment with engaging citizens and use an equity lens to impact difficult issues in their communities.
Get Your ACT Together: Accounting, Compliance, and Tax for Community Foundations – Intermediate Level
Stephen Garner Salon 2
This session will focus on current accounting, compliance, and tax topics that affect community foundations and other nonprofit organizations. Some of the topics we’ll cover include special events reporting, unrelated business income, and proposed changes to financial statement presentation.
11:30 – 11:45 BREAK
11:45 – 12:45 BOXED LUNCH & IDEA LABS
Community Foundation Boards – Small/Young Community Foundations
Betty Johnson Atrium
Community Foundation Boards – Larger Community Foundations
Rosemary Dorsa Corporate Hills Ballroom
Brad Ward Salon 1
Community Foundation Executive Directors
Angie Tatro Salon A-C
Henry Bromelkamp Salon 2
12:45 – 1:00 BREAK
1:00 – 2:00 SESSION 6
Grant Making & Leadership – Fundamentals Track
Judy Sjostedt Salon A-C
*This session is sponsored by Fund Evaluation Group
Come discuss how our community foundations’ grants represent opportunities to strengthen our community leadership capacity and how the issues that emerge as we make grants can have potential to shape our organization as well as influence our donors. This session provides an overview of grantmaking fundamentals. We’ll review grantmaking basics; discuss issues one can encounter with different grant types; ways to multiply the impact of our grants in partnership with others; and talk about how to deploy our grants in ways that promote community engagement with our foundations and develop our role as a community leader.
Defining “Growth” – How do CF’s Measure Their Growth & Impact – Intermediate Level
Steve Alley Corporate Hills Ballroom
Almost every community foundation lists “growth” as a measure of success. But what kind of growth are you working to encourage? And how does that growth impact the long-term sustainability of your community foundation? Growing larger isn’t the answer in and of itself, your foundation also has to grow “smarter.” This session will focus on what that means and will help you develop concrete ways to track and measure your way to successful growth.
Marketing on Purpose: A Powerful Impact Starts with a Plan – Advanced Level
Lori Bower Atrium
Creating awareness and moving people to action takes careful thought and planning. Using Western Kansas Community Foundation’s “I Promise” campaign as the example, Lori will show you how to develop a campaign for your foundation that makes real impact. You’ll see how to set measurable objectives, get inside your audiences’ heads, create a compelling narrative, and deploy tactics that move your targets from awareness to consideration to action to advocacy. This is an advanced session for foundations with dedicated marketing budgets.
Talent Attraction: Paying College Grads to Move Back Home – Advanced Level – Rural Focus
Randy Maiers Salon 2
Smaller communities outside of major metropolitan areas, and rural areas, often struggle to draw college grads back home. In some cases, donors are frustrated by traditional front-end scholarships that in their view, just pay students to move away to college and never return. This session will explore how a community foundation in Michigan is redefining scholarships to support talent attraction and retention efforts by paying scholarships on the back-end, as “Reverse Scholarships.” It’s an economic development role that has the community foundation engaging new donors, friends, partners and allies with a focus on regional economic prosperity and talent attraction.
Community Foundation Business Models – Advanced Level
Aaron Schill & David Rosado Salon 1
Community foundations are as distinct as the communities they serve, so each must have a business model tailored to meet the unique philanthropic needs of its community, right? Well, yes and no. Even as community foundations become more numerous and diverse, data shows some trends in business model evolution across the field. Aaron Schill, Director of CF Insights, will characterize several business models being employed by community foundations. He will then discuss ways that community foundations are responding to an evolving financial and technological environment, changing donor expectations, and new community needs.
2:00 – 2:15 BREAK
2:15 – 3:30 CLOSING PLENARY
Using Powerful Stories to Engage Any Audience (aka How Not to be Boring)
Jeff Polish Salons D-E-F
Storytelling is emerging as the most effective means to engage an audience. This session will identify what we mean when we use the term ‘story'. What is it? When are you actually telling one? When are you simply listing facts and content points? When are the moments when your presentation is in danger of disengaging from your audience? How can you use storytelling to link an audience to your organization’s mission? In this session, Jeff Polish will tell stories, show videos, ask the participants to evaluate what works and what doesn’t work in the provided examples. This is a fun and energetic session that will illustrate the power of vulnerability and attunement over facts and figures.