Day 3 – October 15, 2021

Special Thanks to:


7:15am  Breakfast Served 

7:45-8:45am  Breakfast Plenary

Caring For the Heart Of The Community: Addressing Impacts On Children

Ballroom A-F

Speakers: Clare Reidy and Marsha Morgan

Track: Leadership

Ambassador:  Dodie Doudna and Sarah Simister                        

Communities big and small across the country are increasingly using what we know about ACEs, trauma, and resilience (collectively “ATR”) as an organizing framework for meaningful engagement and innovative cross-sector collaboration.  As a result, hundreds of “ATR networks” have emerged as agents of change capable of leveraging collective power to create the conditions in which kids and families can thrive.  The foundational awareness and infrastructure they provide are critical as we grapple with the collective trauma present in the dual pandemics of COVID and structural racism.

This session will explore lessons learned from this growing movement and potential roles community foundations can play to enhance these efforts. It will draw on experiences with the Mobilizing Action for Resilient Communities (MARC) initiative, including results from its cross-site evaluation and national survey, and do a deeper dive into the developmental trajectory and successes of a bi-state Kansas Missouri network.

8:45-9:15am  Networking Break

Resources Hall and Online

Ambassador: Michelle Brown

*This break is supported by the Community Foundation of the Ozarks.

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 CF’s asset base.  

3.1 Words Matter

Asset Size: $0 - $1 Million

Atrium Room

Speaker: Betty Johnson

Track: Asset Development/Sustainability and Rural

Ambassador:  Dodie Doudna

What we say, how we say it, and when we say it, are important in all our conversations as they affect what our listener(s) hear and how they interpret our words.  Come learn how to interact more effectively with others, learn about new terms in the nonprofit sector that are more pleasing to our constituencies.  Come learn how we all interpret differently, even though we all heard the same thing. Come learn how 2-way communication is important for success. This session will help you be more aware of how you interact with others, how some words are better than others, and how to improve your communication skills.    

*This session is supported by Dane G. Hansen Foundation.
3.2 Getting To Work: A Development Plan and Tools for Small CFs

Asset Size: $1 - $5 Million

Room F

Speaker: Eric Hozempa

Track: Asset Development/Sustainability

Ambassador: Chelsea Knight

Let us tackle the task of growing your community foundation by involving your donors, board, and your community. In this presentation we will discuss what is working at your community foundation and what might need to be fixed in order for you to create the organization of your dreams.  Whether you’re a staff of a few or all volunteer, you’ll gain the knowledge to take your CF to the next level and beyond!

3.3 Taking it to the Next Level: Accelerating Growth in Community Foundations

Asset Size: $5 – 15 Million

Room A-C

Speaker: Karl Samp

Track: Asset Development/Sustainability

Ambassador: Michelle Brown

This session will share the experiences and examples of strategies to grow a rural MN community foundation from $5M-$18M in assets over five years. Ideas on working with professional advisors, existing donor relations, celebrating philanthropy, and ramping up visibility of the foundation will all be discussed. Fund raising strategies for operations to grow the staff and impact of the organization will also be shared. Opportunities will be provided to learn from other participants as well.

3.4 Community Impact in DEI on a Limited Budget

Asset Size: $15 – 30 Million

Room DE

Speaker: Speaker: Kathy Grochow

Track: Leadership

Ambassador: Dodie Doudna

With so many pressing community needs, how do we begin to address and prioritize social equity? How can we harness the lessons from pandemic response granting and apply them post-COVID? How do we invite and fully include BIPOC stakeholders in solution thinking without asking them to solve the problem for all of us? This session will explore these questions and offer insights on promising practices toward small, impactful steps on a limited budget.

3.5 Change from Within: Strategies for Building a Resilient Structure and a Dynamic Team

Asset Size: $30 – $100 Million

Salon 1-2

Speaker: Kimberly Prescott

Track: Finance/Operations

Ambassador: Laura Baron Reyes

This session will provide strategies for recruiting and retaining employees, as well as maintaining operations long-term. The COVID-19 pandemic has required employers and employees alike to be flexible in their methods for managing the workload. While organizations have become increasingly comfortable with returning to in-person operations, receptiveness toward remote work has endured. Employers need to know their organization can run effectively despite where their employees are located, and employees need the assurance of job security in the face of unforeseen circumstances. Employers should consider which positions within their organization are better served in the office, remotely, or in the community, regardless of those circumstances. At the end of this session, attendees will have an effectual understanding of ways to make their organization attractive to personnel, including Board Members and volunteers, ways to optimize organizational strengths and leverage resources, as well as ensuring a plan for succession- despite who and what may come.

3.6 A 30-Year Journey from Quiet and Reactive to Community Transformation Lessons Learned

Asset Size: $>100 Million

Corporate Hills Ballroom

Speaker: Mike Batchelor

Track: Leadership

Ambassador: Aaron Larson

The lifecycle of our field, and of individual community foundations, typically leads us towards community leadership.  Can we shorten the journey? What lessons are learned along the way.  Can we help our communities transform?  Learn and dialogue with a seasoned leader who has done this.

10:15-10:35am  Networking Break

Resources Hall

*This session is supported by League Of California Community Foundations. 

Blind Dates


Ambassador: Michelle Brown and Laura Baron Reyes

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.                               

10:35-11:35am  Session 4 

4.1 Sharing Community Success through Ripple Effects Mapping

Room DE

Speaker: Nadine Sigle

Track: Program

Level: Rural

Ambassador: Chelsea Knight

All our communities have success stories to share. The most difficult part is collecting the stories from a person and getting them onto paper in a visual format. Ripple effects mapping is an evaluation method where individuals share their success stories and ripple effects, and the information is drawn into a mind map.  As stories are shared, probing questions are asked to determine impacts. As community members hear the stories and add additional comments, a feeling of pride and accomplishment develops among participants. It validates the effects of the program, creating stronger public support and public value.

*This session is supported by Dane G. Hansen Foundation.
4.2 Top Ten (or More) Legal Issues for Community Foundations

Atrium Room

Speaker: Robin Ferriby

Track: Legal

Level: Intermediate/Advanced

Ambassador:  Dodie Doudna

This interactive session will explore ten or more legal issues that are frequently asked on the national Community Foundation Legal Help Desk. The topics covered will include donor advised funds, scholarships, fiscal sponsorships, changes to donor preferences, gifts of complex assets, agency funds, UPMIFA standards, and more. Questions and discussion will be encouraged. 

4.3 From Vanilla to Vavoom! How To Transform Your Communications Strategy to Achieve A New Level Of Impact

Salon 1-2

Speaker: Lori Bower

Track: Communications/Marketing

Level: Intermediate/Advanced

Ambassador:  Laura Baron Reyes

Michelle Brown

Community foundations often feel unknown, undervalued, and directionless with communications. If you are looking for a way to get over the hump of stalled progress, join Lori Bower, president at BowerComm, to equip yourself with a process to achieve a focused message and unified plan for making more impact than you thought possible. She will cover: (1) the critical step most organizations get wrong in their communications, (2) the process for creating a focused message and unified plan that gives you the value and awareness you deserve, and (3) four common ways community foundations position themselves.

4.4 Leading Difficult Conversations about Philanthropy

Room A-C

Speakers:  Conny Bogaard, Lisa Schalla, and Diego Zegarra

Track: Public Policy/Advocacy

Level: Basic

Ambassador:  Michelle Brown

The COVID-19 pandemic and the racial tensions following the death of George Floyd last year, have exposed social and racial inequities and with that, the limits of traditional, ‘give money and step away’ philanthropy. In this session, presenters from different cultural backgrounds address the critical leadership role of community foundations in formulating a more inclusive philanthropy that is centering around marginalized communities. Through storytelling, self-assessment tools, and new engagement strategies, let’s explore how to refine and reinvent our work.

4.5 Pivoting with Growth: Differences in Investing Between Smaller and Larger Community Foundations

Room F

Speakers: Devinne Kelly and Jeff Davis

Track:  Finance/Operations

Level: Basic

Ambassador: Aaron Larson

FEG's annual survey of 100+ community foundations illustrates several key differences between smaller and larger foundations of all types as they relate to the investment program. These insights span quantitative and qualitative decisions, including notable trends in asset allocation, performance, spending policy and responsive investing decisions like diversity in asset management and ESG/SRI. We will supplement these insights by sharing how our clients of different sizes have pivoted as they've grown through various practical examples. Several polling questions will be followed by relevant peer data, broken down by size, so participants receive applicable feedback.

*This session is supported by the FEG.
4.6 Creating A Community-Wide Culture Of Philanthropy And Giving: How Involving A Wide Audience Of Nonprofits, Donors And Donor Advised Funds In Giving Strategies Results In Increased Funding And Engagement For All

Corporate Hills Ballroom

Speakers:  Julia DeNatale, Donna Dostal, and Sam Mueller

Track: Asset Development/Sustainability

Level: Basic

Ambassador: Sarah Simister

This session will share a variety of tools and strategies Community Foundations across the country are using to create fund development and programmatic growth. Pottawattamie County Community Foundation will share their "Make IT Happen Initiative,” which utilized groundbreaking data from a study (Frumer, 2017) on donor motivation and charitable giving to help local nonprofits build fundraising capacity through a donor-centric framework of fund development, which led to growth in the Foundation’s agency funds. Park City Community Foundation will share lessons on how to grow your unrestricted and initiative specific fundraising while still holding donors' best interests at heart. With unrestricted funding, Community Foundations can not only convene around our community's most pressing challenges but also bring funding to the table. Napa Valley Community Foundation will share its hybridized staffing model, which allows for greater opportunities with community donors and Donor Advised Funds to leverage discretionary investments and increase discretionary and Donor Advised spending on the greatest community needs, plus earns the Foundation top donor satisfaction ratings. 

11:35am-12:15pm   Networking Break

Lunch is Served 

12:15-1:45pm  Closing Plenary

Community Heartbeat: Models of Community Resiliency

Ballroom A-F

Speaker: Tony Macklin

Track: Leadership

Ambassador: Aaron Larson, Michelle Brown, and Laura Reyes Baron                               

In 2020, we faced a quartet of tough challenges – the pandemic, the economic downturn, racial injustices, and political divisiveness. We acted quickly and collectively as family members, neighbors, donors, volunteers, and funders. Almost 250 community foundations signed the national call to action to simplify our grantmaking and lend our voices to more equitable responses. What lessons are we carrying forward through 2021 and beyond? How are we changing our practices and policies for the long run? How are we helping nonprofits and communities not just recover but be more able to withstand future challenges? And how are we reconnecting our neighbors so we can move past the things that divide us toward the brighter futures that unite us? In this lightning round plenary, you will learn dozens of answers to those questions from your peers and leave inspired to bring your foundation’s heart and soul to creating more resilient communities.

*This session is supported by the Ekstrom Alley Clontz and Associates.

1:45pm  Adjourn