October 1-3, 2017 | Wichita Marriott Hotel
Cultivating Abundance
Cultivating Abundance

Day 2 – October 3, 2017

7:00 BREAKFAST STARTS

7:30 – 8:30

Breakfast Roundtables

Plenary Room

Enjoy the opportunity to discuss the most pressing challenges with your peers in a relaxed setting of a healthy breakfast.

 

Breakfast KACF Annual Meeting

Atrium Room - 132

Meet with KACF leadership over breakfast to learn about progress and plans made towards growing community foundations in Kansas. We are stronger with the Association!

8:30 – 8:45 BREAK

8:45 - 9:45 SESSION 4

Choosing the Best Advisor- A Simple 4 Step Process

(Basic Level)

Nanci Morris Sedgwick – 50

*This session is supported by Goldman Sachs & Co

When was the last time your organization reviewed your investment consultant or advisor? When is the last time you evaluated other investment options available to your organization? If it has been over three years, then you may be due for a review. The landscape for investment advisors has drastically changed since the financial crisis of 2008. Not only have fees contracted, but options to investors have broadened and it is a buyer’s market. This session will provide you with the fundamentals you need to conduct this somewhat daunting review, search and selection process. As a result, you will maximize the returns on your investable assets and better serve your mission.      

 

Legal Basics for Community Foundations

(Basic Level)

Bryan Del Rosario & Suzanne Friday Salon 1 – 100

*This session is supported by the Council on Foundations

In this 1 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.

 

We Can Do It! How Community Foundations Can Strengthen Local Economies 

(Intermediate Level)

Janet Topolsky & Deb Markley Corporate Hills Ballroom - 156

*This session is supported by Wyoming Community Foundation

Why would our community foundation want to play a role in economic development? Isn’t someone else doing that? And, what roles could we play if we decide to do it? If these are questions you or members of your board have been asking, this session is for you! We’ll offer a framework for thinking about why, where and how to invest foundation resources to improve your community’s economic outcomes. Most important, we’ll feature stories, strategies and tactics that community foundations are using to help foster and strengthen families, businesses, communities and economic sectors. And, we make space for you to share your stories – and ask your questions – so that you “can do it” when you get back home.

 

Developing Disaster Resilient Communities

(Intermediate Level)

Brian Fogle & Nancy Beers Atrium Rm - 132

Natural disasters are occurring more frequently and with increasing intensity. Disasters can quickly overwhelm community assets with devastating results, especially to vulnerable populations and the non-profits that serve them. Come and join us as we talk about the importance of understanding your role in disaster preparedness, response and recovery and how this work ultimately leads to more resilient communities.

 

Time, Talent, Treasure, and Testimony: How to Effectively Utilize Storytelling to Make a Case for Giving

(Advanced Level)

Dawn Brown Salon 2 - 125

We’re conditioned to love a good story. It started with bedtime stories and lives on with our favorite authors and movies. But, with all of our attention on garnering time, talent, and treasure, we’ve forgotten one of the most important T’s of all…testimony! Are you using your stories to relate to others and give them a reason to believe they, too, can be generous? If you’re not, you should be!

9:45 – 10:15 BREAK

10:15 - 11:30 SESSION 4

Top 10 Ways to Position Your Community Foundation to Serve Philanthropic Families

(Intermediate Level)

Tony Macklin Corporate Hills Ballroom - 156

You’ve successfully attracted Donor-Advised Funds and developed solid relationships with those founding donors. But now they’re asking for help with issues such as preparing heirs to be responsible givers, dealing with geographic dispersion and generational differences in giving, and improving family communications and problem-solving skills. (If they’re not asking now, they will be soon…). How will you respond? This session features practical advice and tools from the National Center for Family Philanthropy’s Community Foundations Family Philanthropy Network. The network’s members are successfully positioning themselves as trusted advisors to intergenerational families.

 

Making a Real Difference in Your Rural Economy: Strong Stories, Smart Strategies 

(Intermediate Level, Rural Focus)

Brian Fogle, Jeff Yost, Janet Topolsky & Deb Markley Atrium Rm – 132 

Community foundations in rural places quickly learn this truth: For things to get much better for their people, businesses and places, they may have to walk out on some new limbs, take new initiative and use new tools to address critical economic development gaps in their regions. In this session, we’ll hear stories of community foundations that have done just that – from Missouri, Nebraska and across the country. Come to this session to expand your thinking about what is possible for community foundations – and to spark useful ideas about how yours might head in this direction with better confidence, strategy and know-how.

 

Back(ing in)to the Future: How to Drag Donors, Agencies and Volunteers from the 1980s into the 21st century

(Basic Level)

Matt Lemmon Plenary Room

As we sit on the doorstep of the year 2020, many of our partners in philanthropy still use methods from the 1980s (if we’re lucky). In this session we’ll discuss the means, mindsets and miseries that come with dragging our foundations – and the constituents that go with them – into this brave new world without alienating them. (If you missed the Sunday CommA retreat, this session is for you).

 

More About Fund Agreements and Scholarships 

(Intermediate Level)

Bryan Del Rosario & Suzanne Friday Salon 2 - 125

*This session is supported by the Council on Foundations

Community foundations are unique organizations made up of various component fund types. This 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, as well as review common issues with each fund type. Council attorneys will also dive deep into scholarship funds and answer the most common questions in this area.

 

Turning the ABC’s of Major and Planned Gift Portfolio Management into the DEF’s (“Daily Efforts in Fundraising”): Putting the Best Practices of Priority Based Portfolio Management into Action at Your Shop

(Advanced Level)

(Sequel to last year’s session on The ABC’s of Major and Planned Gift Portfolio Management for Community Foundations - Creating a Priority Based Prospect Portfolio System)

Linda Speed & Kelly Wesley Taylor Sedgwick – 50

Last year at the KACF Conference, participants heard from a midsized Community Foundation that engaged consulting expertise to help make order out of chaos – taking the ever-growing list of prospects that was hindering their development effort and turning it into a tool for long term sustainable fundraising success. The utilization of a “priority based prospect” method of portfolio management for major and planned gifts was a game-changer! The message was that any growing community foundation can increase their effectiveness and ultimate long term success by adopting and adapting this approach to segmenting their database and prioritizing their prospect lists. This sequel to last year’s presentation by the same Community Foundation CEO and consultant takes the prioritized prospect list a step further – showing community foundations of any size and budget how to implement an ongoing, manageable strategy for using qualified information about your prospects to drive measureable results that can transform your organization – even in the midst of the unpredictable development situations that happen to us all!

 

What You Need to Know About Cybersecurity in a Small Shop

(Intermediate Level)

Aubery Patterson, Beth Pisano & Phil VanMeerhaeghe Salon 1 - 100

  • Are your Foundation and staff vulnerable?
  • What should your Foundation do to minimize risk?
  • How do you recover from a cyber attack?

11:30 – 11:45 BREAK

11:45 - 12:45 BOXED LUNCH IDEA LABS

Boards - It’s Not Impossible - You CAN Secure Endowment and Unrestricted Funds – Really!!

Betty Johnson Corporate Hills Ballroom - 156

Grab your lunch and come join us for an interactive, informative, and idea gathering time as we learn how to grow your endowments for the future. We all know we need to do it, but this session will help your community foundation with the how. We will also learn how to work with your donors to create unrestricted funds to meet the opportunities and challenges in your community. Be prepared to leave with the session with ideas, confidence, and examples of how this has and can work for your community foundation.

 

Program Officers - What Community Foundations Are Doing that Works

Kari Jackson Mailloux Plenary Room

Program Officers are invited to connect for the exchange of ideas over lunch. Using the World Café model, we will engage in a series of small group conversations around what’s working for us in our respective communities and community foundations and what larger themes in our field we should all be paying attention to in the world today. Through this model, everyone will have a chance to share something that matters to them, and we will collectively learn from each other as the questions and conversations progress.

 

Executive Directors- Working with What You Have

Sandi Fruit & Bonnie Gettys Atrium - 132

An open discussion forum offering a genuine peer learning experience. Share your successes, seek advice, hear new ideas, and learn from your peers. Bonnie Gettys and Sandra Fruit, with their combined decades of experience, will facilitate your discussion.

 

Finance/Operations - How to Use Your Software Effectively

Richard Myers, II Salon 1 - 100

Open discussion of business process tricks that create efficiencies and promote growth. Learn how your foundation can grow capacity without adding staff.

 

Marketing - Ten Communication & Marketing Ideas That Worked

Karlie Bowman Salon 2 - 125

It’s a lightning round of idea sharing! Ten of your community foundation communications peers will come prepared to showcase concepts or ideas that were a success for their foundation and can be replicated, and will provide samples to share.

 

Community Foundation Infrastructure Support

David Rosado Sedgwick - 50

New research from CF Insights and CFLeads looks to examine the current state of infrastructure support for the community foundation field, and explore future needs and opportunities. Join David Rosado, Member Services Manager for CF Insights, to discuss the landscape of philanthropy-support organizations, and how this research, along with a new, freely available CF Insights tool can help you find relevant service providers.

 

12:45 – 1:00 BREAK

1:00 - 2:00 SESSION 6

Local Investing for Impact

(Advanced Level)

Deb Markley & Teri Lovelace Corporate Hills Ballroom - 156

*This session is supported by Locus

Impact investing is a growing part of the strategy conversations taking place in foundation boardrooms from New York City to rural Hastings, Michigan. But, what does impact investing really mean for a community foundation and its donors? In this session, we’ll explore ways that community foundations are investing their capital locally to build more prosperous, vibrant communities. We’ll share stories of community foundations unleashing philanthropic capital by investing in community economic development organizations, like community development financial institutions (CDFIs), as well as making direct community investments that generate both financial and social returns. Through these stories, we’ll identify some challenges associated with local investing and share ideas about the support infrastructure that might better equip community foundations to take on the role of direct mission-aligned investing. We’ll provide time for session participants to ask questions and share their own experiences with local investing for impact.

 

Back on Track: Revitalizing a Railroad town, One Story at a Time

(Intermediate Level, Rural Focus)

Deborah Moreno  Atrium Rm – 132

Following the Great Recession of 2008, residents slapped bumper stickers on their fenders—“Galesburg: a great place to starve.” The Galesburg Community Foundation leadership knew the town needed something, but what would shift the stream of negativity, hopelessness, and malaise? By chance, two executive directors of nonprofits bumped into each other at a conference and began a conversation that has transformed into a major community revitalization initiative in Galesburg.

In this session, project coordinator Deborah Moreno will explain the implementation of Heart & Soul’s positive disruptive change model. For leaders seeking to spark and broaden neighborhood and community development leading to long-lasting change, she will address some of Galesburg’s transformation strategies and explain how they might apply to your community.

 

Connecting Leadership with Advocacy within Community Foundations

(Basic Level)

Patty Clark Salon 1 - 100

Interactive presentation to help participants think about exercising leadership as they advocate for and with their community foundations, their boards of directors, their constituents, and with policy makers.

 

Diminished Capacity? Caution: Lawyer Ahead!

(Advanced Level)

Thomas Adrian Salon 2 - 125

The words “elderly,” “aged,” “senior citizen,” “declining,” and “no spring chicken” all conjure an image of a person with limited capacity. No matter the euphemism for “old,” there is no bright line between capacity and incapacity. It is more typically a slope. Additionally, the downhill slope into incapacity is rarely a straight line. It is full of bumps. This session will explore the standards and tests the law will apply to judge capacity and to those who “help” someone whose capacity may be questioned. We will also discuss the authority and limits placed on agents under a durable power of attorney and which parties can revise previously established agreements by donors.

 

Measurement & Benchmarking

(Advanced Level)

Jeff Yost Sedgwick - 50

Along with Board and staff members of the Nebraska Community Foundation, Jeff Yost will lead this session on how NCF uses the intergenerational transfer of wealth and asset-based community development (ABCD) principles to form and measure community-based endowment building goals and the positive community impact of grantmaking and convening.

 

Marketing/Communications Consultations

(Intermediate Level)

Rick Schwartz Executive Board Room - 10

Rick Schwartz will be available for one on one consultations to discuss marketing/communication questions. A sign-up sheet will be provided at the registration desk.

2:00 – 2:15 BREAK

2:15 - 3:30 CLOSING PLENARY

Moving from Not Enough to Abundance: Taking What We Have to Make What We Need

Jeff Yost, Randy Maiers, Felecia Lucky & Janet Topolsky Plenary Room

*This session is supported by Techcoup

Be inspired by community success stories and learn strategies and tactics from community foundation veterans on how to use the community capitals, assets and people power already present in your home place to build and sustain 21st century communities of choice. Key frameworks such as Rural Development Philanthropy (RDP), Asset-Based Community Development (ABCD) and the intergenerational transfer of wealth will be included.

3:30 ADJOURN