Day 3 – October 14, 2022

All times Central Standard Time (CST)

Schedule is subject to change 

Special Thanks to:

 

 

             

  

7:15am  Breakfast Served 

7:45 – 8:45am  Breakfast Plenary

Keeping Capital Local

Ballroom A-F

Speakers: Isaiah Oliver and Nancy Brown

Moderator: Sheryl Aikman

Track: Public Policy/Advocacy and Asset Development/Sustainability

Conference Support Team and Ambassador: Penny Tinsman

This panel discussion will focus on donor advised funds and their role as a critical tool for retaining wealth and effecting positive change within our communities. Panelists will explore differing viewpoints surrounding potential regulation of DAFs and their future as a vehicle for place-based philanthropy.

8:45 –9:15am  Networking Break

Networking Break for in-person attendees

Resources Hall

*This break is supported by the Greater Manhattan Community Foundation.
Blind Dates for online attendees

Online

Conference Support Team: Aaron Larson

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.

9:15 – 10:15am  Concurrent Session 3 by Asset Size

Participants are invited to connect with peers from community foundations of a similar size to learn and share with those who might be at the same foundation life cycle or pick a session of interest irrespective of your community foundations’ asset base.

3.1  Successful Fundraising in Five Words

Asset Size: $0 – $1 Million

Atrium

Speaker: Benjamin Case

Track: Asset Development/Sustainability

Level: Basic

Ambassador: Holly Rooks

Conference Support Team: Aaron Larson

Successful relationship building and fundraising broken down to five actionable words on which you can develop your community foundation, your fundraising program, and donor relationships. These five words explode into numerous concrete ideas for you to maximize the impact of your foundation and your donors.   

3.2  Small Size, Deep Impact

Asset Size: $1 Million - $5 Million

Salons 1-2

Speakers: Lisa Schalla and Deanna James

Track: Leadership

Level: Basic

Ambassador: Rosemary Dorsa

Conference Support Team: Dodie Doudna

Our greatest asset in foundations that have small operating budgets and endowments is the ability to convene and collaborate creatively. Join us for this session as we explore how community foundations from across the U.S. and Latin America are diversifying income, elevating community voice and decision-making, and creating strategic alliances. This will be an excellent opportunity to gain fresh perspectives, renewed energy, and take-home strategies for maximizing local impact.

3.3  Strategic Social Media: Minimize Effort, Amplify Impact

Asset Size: $5 Million - $15 Million

Room AB

Speaker: Lori Bower

Track: Communications/Marketing

Level: Basic

Ambassador: Vanessa Bechtel

Conference Support Team: Charli Brickner

Social media can rob your time with little result if you're approaching it willy-nilly. Learn how to define the role of each channel, craft your approach to meet specific objectives, and develop a smart editorial calendar for both paid and organic.

3.4  Working the Hybrid Way (and We aren't talking about COVID)

Asset Size: $15 Million - $30 Million

Room D

Speaker: Julia DeNatale

Track: Asset Development/Sustainability

Level: Basic

Ambassador: Laura Seamon

Conference Support Team: Mariah Michaelis

This session will discuss the Napa Valley Community Foundation’s (NVCF) staffing model, in which all grantmaking staff work across all types of grantmaking funds, including donor advised funds, designated, and endowed funds, field of interest funds and discretionary impact funds and initiatives.  This approach is not only budget-friendly for small to mid-size foundations, but also leverages local knowledge in a way that translates into greater engagement with DAFs.  NVCF also launched a program early in its growth to require DAFs to “tithe” a portion of their Fund balance to discretionary impact areas annually, which subsidizes the discretionary grantmaking budget, since NVCF is not heavily endowed, and creates more buy-in from donors. NVCF started working this way when it had $15 million in assets, and still works this way, adjusting for growth, at $58 million in assets. The foundation’s two program officers conduct 200 site visits with local organizations each year, and often can bring multiple types of funding to bear at once. Julia will share more specifics of this model in this session, as well as the results NVCF sees in terms of donor satisfaction and grantmaking activity. 

3.5  Starting School Ready: How Community Foundations Can Increase Impact by Supporting Early Literacy

Asset Size: $30 Million - $100 Million

Room E

Speaker: Courtenay Burns

Track: Public Policy/Advocacy

Level: Intermediate/Advanced

Ambassador: Kevin von Bronkhurst

Conference Support Team: Jen Leveille

This session will discuss how community foundations can increase their impact through support of early learning. It will explore an innovative way for community foundations to support the youngest learners in their areas, especially in response to widespread educational impacts of COVID-19, during the school year and over the summer. 

*This session is supported by the Waterford Upstart.
3.6  The Index and Rankings Explosion- What Does it Mean for Funders

Asset Size: $>100 Million

Room F

Speaker: Allen Smart

Track: Program

Level: Intermediate/Advanced

Ambassador: Steve Alley

Conference Support Team: Laura Baron-Reyes

Join us as we look at the recent report from the Sillerman Center for the Advancement of Philanthropy at Brandeis University. The report curates over 40 indexes and rankings from the social sector; provides a look at the history and psychology of this flourishing industry and reports on interviews with funders and their interests in these reflections of our modern age. This session will be of interest to those interested in how data can be used to tell a story while at the same time providing some intended--and unintended consequences. Look for an opportunity to put forward your own ideas for the next high profile set of rankings and indexes!

*This session is supported by the Susan Eaton-Sillerman Center for Philanthropy At Brandeis University.
3.7  It Doesn't Matter How Much Money is in the Checking Account (and Other Controversial Foundation Topics)

All Asset Sizes

Corporate Hills Ballroom

Speaker: Jason Wade

Track: Finance/Operations

Level: Intermediate/Advanced

Ambassador: Eric Hozempa

Conference Support Team: Chelsea Knight

Join us as we explore a variety of topics central to community foundation accounting that are often misunderstood and sometimes controversial.  This session focuses on some of the unique aspects of a community foundation that are conceptually difficult for board members, donors, and staff to all agree on. We will discuss how to look at fund accounting and more importantly how can we explain challenging concepts to our board and donors (and sometimes our auditors) so they will understand. Topics covered include how often to rebalance, fee considerations, how many pools should you have, and how to select the right auditor. 

10:15 – 10:35am  Networking and Blind Dates

Networking Break for in-person attendees

Resources Hall

Blind Dates for online attendees

Online

Conference Support Team: Ov

Ambassador: Vanessa Bechtel

Conference Support Team: Jen Leveille and Dodie Doudna 

10:35 –11:35am Session 4

4.1  Advocacy and Public Engagement:  How to Do It Legally, Ethically, and Without Alienating Donors

Atrium

Speakers: Carol Bradford Worley

Track: Legal

Level: Intermediate/Advanced

Ambassador: Vanessa Bechtel

Conference Support Team: Dodie Doudna

We are all finding that donors want to do more than just make grants -- they want to be advocates for the issues and organizations they care about.  This presentation will focus on what donors can (and can't do) do legally through their own grantmaking and donor funds, as well as provide ideas about how to partner with your donors and community member to let them contribute to your community foundation's work for advocacy and systems change.

4.2  Preparing for the Post-pandemic Community Impacts and Sustaining Changes in Funder Practice

Salon 1-2

Speakers: Richard Overmoyer and Allen Smart

Track: Leadership

Level: Basic

Ambassador: Susan Lamb

Conference Support Team: Laura Baron-Reyes

Learn from the findings of the research on changes community foundations in rural and urban communities made during the pandemic which they plan to sustain, ponder on the set of ideas and actions to take.

4.3  Supporting a Rural Community’s Substance Use Recovery Ecosystem with Public and Private Partnerships

Room AB

Speaker: David Johnson

Track: Public Policy/Advocacy

Level: Rural

Ambassador: Matthew Shepherd

Conference Support Team: Charli Brickner

This session will address how a rural community can start and support a recovery ecosystem, components that facilitate a community’s response to individuals with substance use disorders. This holistic approach, based upon research from 15 community foundations, is particularly important in addressing social drivers of health in addressing the challenges of addiction. A public private partnership is important in bringing to bear innovation, programs and services, research, and evaluation in establishing a sustainable continuum of care. Community foundations of all sizes are very well positioned for roles like organizing community support, reaching out to governmental leaders, and providing seed funding for planning, as examples.

4.4  Shifting Conversations with Scholarship Donors - Options to Make Greater Impact

Room D

Speakers: Colette Hadley and Meaghan Higgins

Track: Program

Level: Intermediate/Advanced

Ambassador: Rosemary Dorsa

Conference Support Team: Chelsea Knight 

Community Foundations often manage complex, small-dollar scholarship funds with specific selection criteria set completely by donors. Are you tired of scholarship funds that want you to find a left-handed, brown-eyed baseball pitcher with a 3.5 GPA to award a scholarship? These funds are usually an administrative burden and do little to increase postsecondary degree attainment in your region. How do we move away from these challenging scholarship funds and move towards maximizing impact for students? Join us to learn more about what can be done to shift the donor conversation to other ways to help students and learn about the options to make changes in your grantmaking and in your scholarship programming.

4.5  The Puzzle Pieces for Rural Housing Development

Room E

Speakers: JR Robl, Liz Hamburg, and Chris Huber

Track: Finance/Operations

Level: Rural

Ambassador: Laura Seaman

Conference Support Team: Aaron Larson

The session will address solutions and opportunities for rural communities seeking new housing. Examples of the housing delivery processes, and funding alternatives will be examined.       

*This session is supported by GLMV Architecture.
4.6  Telling Your Story: Communicating the Narratives to Increase Impact and Cultivate Significant Gifts

Room F

Speakers: Yazmin Wood, Betsy Hope, and Nancy Jackson

Track: Communications/Marketing

Level: Basic

Ambassador: Angie Tatro

Conference Support Team: Mariah Michaelis

Capturing narratives in a foundation's communication efforts is a powerful way to highlight impact and shed light on community challenges and opportunities. But succinctly speaking about community change work can be tricky. Presenters will detail experiences in dynamic and ethical storytelling.

4.7  Funds that Work: Designing and Transforming Funds for Impact and Relevance

Corporate Hills Ballroom

Speakers: Sheryl Aikman and Kol Medina

Track: Asset Development/Sustainability

Level: Basic

Ambassador: Maddy Metzger-Utt

Conference Support Team: Jen Leveille 

Fund agreements are how community foundations capture donor intent, preserve charitable purpose and name intentions for the future. Using an informed legal and practical perspective, we will demystify fund types, explain the extensive flexibility in, and limits of, fund design, and help you create fund agreements that meet donor needs by providing clear direction for the present and flexibility as needs change. For the funds that become impractical or even impossible to administer, we will outline how to use variance power, UPMIFA and other strategies to ensure charitable impact for your community.     

11:35am – 12:15pm

Networking Break for in-person attendees

Resources Hall

Blind Dates for online attendees

Online

Conference Support Team: Aaron Larson and Chelsea Knight 

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.

12:15 – 1:45pm Closing Lunch Plenary

Community Foundations and Entrepreneurship

Ballroom A-F

Speakers: Diana Anderson, Eric Pearson, and Herbert Drayton

Facilitator: Brad Ward

Track: Leadership

Conference Support Team and Ambassador: Penny Tinsman

Entrepreneurship takes drive and passion. Entrepreneurs create, make, and dream up ideas that solve problems from an entirely new perspective. To succeed, entrepreneurs need business mentorship, social capital, and money. Yet not all entrepreneurs have equal access to capital and resources. In this session, we dive into the role community foundations can play via creative investments and partnerships to revitalize the communities that surround them.                         

*This session is supported by the Ewing Marion Kauffman Foundation, the Ekstrom Alley Clontz and Associates and CFExpressTraining.com

1:45pm  Adjourn

 

 

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