October 14-16, 2018 | Wichita Marriott Hotel
Inspiring Thriving Communities
Inspiring Thriving Communities

Day 3 – October 16, 2018

7:15  Breakfast

Plenary Ballroom A-F

7:45 - 8:45  Breakfast Plenary

Advocating for Thriving Communities: Tax Reforms, Voter and Civic Engagement, Census 2020

Plenary Ballroom A-F

Speakers: Jeff Hamond, Debra McKeon & Brian Miller

Moderator: Tim Beaton

*This plenary is supported by the United Philanthropy Forum.

Healthy communities have an engaged and knowledgeable citizenry who can work with government entities to improve life for the populace. The panel will speak to the vital pieces of this engagement and how community foundations can get involved in the work. The new tax laws affect every person, family and business-what are the changes and what is the likely impact on nonprofits and philanthropy. Our communities are more likely to thrive when voters participate at higher rates-learn about a new toolkit just for community foundations. Census 2020 is coming and an accurate count matters to philanthropy. The panel will spend time talking about these issues and how we can ramp up our advocacy as a sector. 

8:45–9:15  Break

9:15–10:15  Session 4

Participants are invited to pick a session by the region they identify themselves with or attend the session by the topic of interest.

Living in the Middle of Everywhere

Regional North

Corporate Hills Ballroom

Speaker: Benjamin Winchester

Track: Asset Development/Sustainability

Moderator: Lonnie Stieben

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

The notion that we live “in the middle of nowhere” continues a negative narrative that is not based on the reality of community life. Modern life is complex as we live, work, shop, and play in a wide region. At the same time, most of our planning is done at a city or county level. We can better understand this web of regional activity as it varies by age and interest through an Asset-Based Community Development exercise that has some simple, but deep, learning outcomes.

Attempting to Walk the Talk of Diversity, Equity, and Inclusion

Regional South

Atrium Room

Speakers: Brian Frederick & Denise St. Omer

Track: Leadership

Moderator: Kristie Diller

As community foundations are attempting to dig deeper into diversity, equity, and inclusion many are finding that this work is a journey, not merely checking off boxes on a strategic plan after a workshop. Denise and Brian will share their stories of working to embed diversity, equity, and inclusion within their respective foundations, one as a manager working both up and down the organization, and the other as CEO working with both Board and staff. They will share different frameworks, resources, and lots of personal experiences with this critical and difficult work.

Turning Longevity into Your Favorite Community Foundation Asset

Regional East

Salon 1-2

Speaker: Jennifer Leonard

Track: Asset Development/Sustainability

Moderator: Holly Rooks

In a region where community foundations came to be, our older institutions sometimes sound like yesterday’s news. But we’re packing a lot of advantages in those years of wear and tear. We’re built to help our changing communities; our own change will help us do it! Come expecting to erase those wrinkles and flaunt your experience and know-how as the seasoned community foundations of the East Coast rock the 21st Century.

Inclusive Dubuque

Regional Midwest

Rooms DE

Speaker: Nancy Van Milligen

Track: Program

Moderator: Andrea Judd

In early 2012, community members began to take notice of challenges related to equity and inclusion in Dubuque. With a shared desire to understand challenges and engage community members, the Community Foundation convened leaders from business, nonprofits, education, government, philanthropy and the faith community. Together, this dynamic group of individuals developed a vision for an initiative called Inclusive Dubuque. Inclusive Dubuque, facilitated by the Community Foundation of Greater Dubuque is a peer-learning network of partners committed to creating an informed, equitable and inclusive community where all people are respected, valued and engaged. The work has been challenging, impactful and incredibly rewarding.   

Is Disaster Response Becoming Our Middle Name, How To Not Have Core Mission Overlooked

Regional West

Rooms AC

Speakers: Megan Barber Allende & Vanessa Bechtel

Track: Communications/Marketing

Moderator: Megan Barber Allende

We will share our lessons learned and those of our fellow CFs in California when it comes to organizational preparedness, the execution of long term recovery strategies, and the disaster’s impact on the organization’s visibility and leadership role in the community. We will also likely touch on how one maintains one’s sanity, and that of one’s staff-especially in a small shop-while concurrently focusing on the foundation’s other lines of business.

KACF Annual Meeting

Regional Kansas

Room F

Meet with 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. We are stronger with the Association!

10:15 - 10:30     Break

10:30 – 11:30    Session 5

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 stage. 

Gaining Community Credibility or How Not to be the Best Kept Secret in your Community

Asset Size $1 Million- $5 Million

Corporate Hills Ballroom

Speaker: Brian Frederick

Track: Leadership

Moderator: Rosemary Dorsa


Community foundations are often described as the “best kept secret” in their respective communities. This session will explore strategies to grow a positive reputation and gain credibility in the communities we serve. Brian will present some tested practices to help people know you, like you and trust you.

What Should We Stop Doing? Defining Strategy

Asset Size $30 Million-$100 Million

Atrium Room

Speakers: Steve Joul & Tony Macklin

Track: Asset Development/Sustainability

Moderator: Kari Mailloux

Good strategy takes practice, not just planning. It takes disciplined attention to what your foundation stands for, what it can uniquely contribute to the community, and to its sustainable business model. And it takes reminding yourselves you can’t be all things to all people. But, stopping doing some things and saying no to new opportunities can be hard. How do other foundations make these types of decisions? These veterans of foundation and nonprofit management will discuss tools for strategic decision-making and their hard-won advice for saying no to improve the work to which they said yes.

From Ground Zero to Local Hero: The Beginning Steps to Growing Your Community Foundation

Asset Size Less Than $1 Million

Salon 1-2

Speaker: Sara Carlson

Track: Asset Development/Sustainability

Moderator: Lonnie Stieben

The hardest part about creating a story is starting with a blank screen—but it can also be fun. In this session, you will learn the beginning strategic steps to establish and grow your Community Foundation including a clear mission, purpose and vision, along with first steps to create local awareness. Via a real life story of a growing community foundation in Central MN, examples of starting from the blank page to $2 million in 2 years will be shared. Learn how to strategically build your purpose and how to create the first chapters of your community foundation story from zero to an emerging hero in your community.

How to Handle the Unexpected Big Gift/Legacy

Asset Size $15 Million-$30 Million

Rooms DE

Speakers: Becky Goss, Linda Speed & Douglas Stuckey

Track: Asset Development/Sustainability

Moderator: Shirley Antes

We all dream about it – the big gift that falls out of the blue into our laps and catapults us into the big leagues seemingly overnight. They do happen – and how you position your foundation to be ready when it happens makes all the difference. Will this be a great thing for you and your community or a “be careful what you wish for” situation? Hear from three community foundation leaders who have experienced this type of pivotal moment in fundraising – not just once, but multiple times! – and learn what types of practices, policies and governance you need to have in place to attract these big gifts and be ready to handle them when they come.

Step by Step—Creating a Road Map for Staffing and Operations Growth

Asset Size $5 Million-$15 Million

Rooms AC

Speaker: Judy Sjostedt

Track: Finance/Operations

Moderator: Judy Sjostedt

This session could also be called, “lessons learned from the back of a cocktail napkin.” Intrigued? Come prepared for a thoughtful discussion of how to assess one’s own current internal staffing and operational capacity and what questions to ask as one grows to help to identify what administrative services and functions to add next as one grows. The workshop is designed for the small to mid-size community foundation that is hiring staff or adding a function to one’s administration for the first time or the foundation which has 1-2 staff persons and is seeking to create a long-term staffing pattern to build out its staff and operations.

Feasibility and Fees Ability

Asset Size Greater than $100 Million

Room F

Speakers: Brian Fogle & David Rosado

Track: Asset Development/Sustainability

Moderator: Brian Fogle

Balancing mission and margin is an important and challenging goal for community foundations. The program will focus on tools that will provide you the information on how to help with the decision, as well as additional considerations before approaching a fee question.

11:30–11:45  Break

11:45–12:45  Boxed Lunch Idea Labs

Troubles in the Board Room

Corporate Hills Ballroom

Speaker: Brian Frederick

Track: Governance

Moderator: Christy Tustin

Boards of Directors are often one of the most important assets of a community foundation, especially during organizational infancy and adolescence. But effective Boards are no accident and can’t be successful without care and feeding. This idea lab will explore several case examples of troubles in the Boardroom and strategies to build and maintain a truly exceptional Board.

Suburban Community Foundations: A Horse of a Different Color?

Atrium Room

Speakers: Theresa Hearn & Dean Penk

Track: Basics

Moderator: Brenda Scooter

Suburban community foundations are unique organizations—not rural, not urban, somewhere in between. Join us at this idea lab to meet fellow members of suburban CF’s to compare notes on what works and what doesn’t. Together we “suburbanites” will work to discover the mindset, mixes and roadmaps that can help suburban CF's become the central nonprofit leader in our suburban areas.

Superhero Planned Giving Powers for the “Small Guy”

Salon 1-2

Speakers: Sandi Fruit & Mary Gibble

Track: Asset Development/Sustainability

Moderator: Janie DeVore Gillis

Ever feel like your foundation is just too small to tackle a planned giving program? Is it only large foundations who have the power and resources to plant the seeds of today for the gifts of tomorrow? Learn how those of us who seek like one of the little guys can attain superhero powers through the creation of an effective plan.

Marketing Show & Tell

Rooms DE

Speaker: Dawn Brown

Track: Communications/Marketing

Moderator: Dawn Brown

Do you remember show and tell? It was an opportunity to share something that you thought was cool, important or interesting. This idea lab is the platform to showcase your great ideas and get ones in return from others. Come and join us for a lively exchange of marketing plans. 

Technology, Tips From The Field: Social Technology, Cyber Security "Scare-athon", and CF Software

Rooms AC

Speakers: Charles Kilmer & Christopher Worman

Track: Finance/Operations

Moderator: Megan Barber Allende

Technology and cybersecurity are two rapidly evolving fields. Keeping abreast of what’s new is a challenge. Chris and Charles have presented to groups large and small across a wide range of audiences and will bring insights from their fields of expertise. Attend this idea lab for an incredible opportunity to learn from the best and get your individual questions answered.

The Case for Operating Support and How Do You Fund It

Room F

Speaker: Judy Sjostedt

Track: Asset Development/Sustainability

Moderator: Judy Sjostedt

How does one build a sustainable operation? Where can community foundations look to find support for our own operating needs? Come prepared for discussion of how to find support for one’s operating needs and how to build the case for support of our own community foundation’s need for operational resources.

Board Training That Works

Sedgwick

Speaker: Steve Alley

Track: Governance

Moderator: Steve Alley

The Express Online training system was developed by the Kansas Association of Community Foundations as a way to provide board and new staff members of community foundations with an introduction to 15 major topics of interest to every community foundation. Learn how you can use this tool as part of your ongoing training program for board members and new staff.

12:45–1:00  Break

1:00–2:00  Session 6

A Local Model For Investment From a CEO/Board Perspective

Intermediate/Advanced

Corporate Hills Ballroom

Speaker: Rod Kreie

Track: Finance/Operations

Moderator: Angie Tatro

*This session is supported by Graystone Consulting.

Our journey went from using several local Investment Advisors to one Investment Advisor. The session will take participants through issues with staying local in a small community, complying with investment policies while going through an RFP process.

Punching Above Our Weight: How Community Foundations Make a Difference Through Community Leadership

Basic

Atrium Room

Speaker: Deborah Ellwood

Track: Leadership

Moderator: Andrea Judd

*This session is supported by Get Ahead.

Creating lasting change and building stronger communities takes more than just grantmaking. While grants are necessary, they aren’t sufficient. We’re learning that we need to use more of the tools in our philanthropic toolkit. Hear from three community foundations creating greater impact by actively engaging residents, working across sectors and disseminating local research and data.

Social Media Basics for Community Foundations: How to Attract, Engage, and Grow Your Online Audience

Basic

Salon 1-2

Speaker: Sarah Storms

Track: Communications/Marketing

Moderator: Dawn Brown

*This session is supported by BowerComm.

The best marketing is simple, cost efficient, and effective. What covers all three of these areas? Social media! Now more than ever, it is important for community foundations to have an online presence. Websites have all of the important information, but having additional online resources can engage an entirely new audience. This session will cover the basics of social media pages, content ideas, and the tools to help pull it all together.

Rewriting the Rural Narrative

Rural

Rooms DE

Speaker: Benjamin Winchester

Track: Public Policy/Advocacy

Moderator: Lonnie Stieben

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

It seems the rural story has already been told. Small towns keep getting smaller. Churches, schools, clinics, businesses, and now post offices, have closed their doors as the lucky few migrate out to the big cities. This deficit framework dominates how we discuss and envision our rural communities. However, the story of rural America since 1970 is rich and diverse, with positive trends occurring under the radar. Learn how these important positive changes have been occurring across the rural landscape that require us to rewrite the narrative of rural community change.

Growth is More Than Assets: Is Your Foundation a Start-up or Have You Reached the Push and Pull of Adolescence?

Intermediate/Advanced

Rooms AC

Speaker: Megan Barber Allende

Track: Governance

Moderator: Holly Rooks

*This session is supported by the Community Foundation of Mendocino County.

Asset size is only one way to assess the growth and development of a community foundation. To better understand whether your community foundation has “arrived” at $5M, $10M, $25M or $50M, it is important to factor in its organizational capacity and its stage of growth and development. This session will help you better understand your foundation’s lifecycle development and how best prepare it for the next stage of its unique path of development, regardless of the size of your asset base.

Accounting for a Planned Giving Program –What You Need to Know

Intermediate/Advanced

Room F

Speakers: Liz Dollar & Patricia Jo Mayer

Track: Legal

Moderator: Shirley Antes

Join us for a session on all things planned giving. We will cover the various types of split interest vehicles and the nuances of setting up each from both an accounting and tax perspective.

Census 2020: Communities Are Counting on You

Basic

Sedgwick

Speakers: Elina Alterman, Debra McKeon & Bob Tracy

Track: Advocacy

Moderator: Debra McKeon

A successful census means power, dollars to close gaps in households and communities, data to guide “small d democracy” and smart community choices, and fuel for decisions that drive economic growth and job creation. The communities you serve are counting on us to make sure we get the census right. Community foundations have a role to play in this work. You can use your voice as cheerleaders for the cause, and we’ll help you craft that message. But, there’s more you can pull out of your grantmaking toolkit. We’ll help you size up the census job in your community, provide a framework for assembling a plan, and identify the how to put your community foundation grantmaking tools to work. Leaders from the Michigan and Minnesota Council on Foundations and the Kansas Health Foundation will share examples of different approaches to organize their communities for a fully-inclusive, honest and accurate census in 2020.

2:00–2:15  Break

2:15–3:30  Closing Plenary

Resiliency in Thriving Communities

Plenary Ballroom A-F

Speaker: Isaiah Oliver

Track: Leadership

Moderator: Angie Tatro

*This plenary is supported by Eckstrom Alley Clontz & Associates.

A native of Flint, Michigan, Isaiah M. Oliver leads the community foundation with an inclusive approach to philanthropy that listens to and works with residents to develop a true partnership. A highly publicized manmade disaster provided a catalyst to forge new alliances and increase civic engagement in the aftermath of the Flint Water Crisis. The foundation is an active partner in rebuilding a city that is safe, economically diverse and stable, and healthy for every person who calls Flint home. An inspiring story of how one community overcame years of inequity and economic downturns to become a model for community leadership, inclusion and engagement.

3:30  Adjourn