Philanthropy Joining Forces Impact Pledge Anniversary Convening Agenda

Philanthropy Celebrates America’s Veterans and Military Families

The Council on Foundations and the Veterans Philanthropy Exchange Present The Philanthropy-Joining Forces Impact Pledge: Year Two & Solutions at Work

May 12, 2015 – 8:30 a.m. - 5:00 p.m.
The American Red Cross National Building
1730 E Street, NW, Washington, DC

Morning Plenary Program

8:15 a.m.- 9:00 a.m.

and Networking Continental Breakfast

9:00 a.m. - 9:20 a.m.


  • Don Cooke, Vice President of Philanthropy, Robert R. McCormick Foundation
  • Vikki Spruill, President and CEO, Council on Foundations
  • Cliff Holtz, President of Humanitarian Services, The American Red Cross

9:20 a.m. - 9:50 a.m.

Government Leadership Remarks - "Priorities from the Top"

  • Robert A. McDonald, Secretary, Department of Veterans Affairs
  • Brigadier General Ivan Denton, Director, J1 Manpower and Personnel, National Guard Bureau

9:55 a.m. - 10:15 a.m.

A Conversation: Caring and Giving

  • Lee Woodruff, Author and Co-Founder, Bob Woodruff Foundation
  • Senator Elizabeth Dole, The Elizabeth Dole Foundation

"At the Sound of the Colors We Stand"

  • Callie Barr, Blue Star Families Ambassador

10:15 a.m. - 10:30 a.m.

Stand-Up Break

10:30 a.m. - 10:50 a.m.

The Joining Forces Initiative - Recognition of 2015 Philanthropy - Joining Forces Pledges

  • Catharine Grimes, Director, Bristol-Myers Squibb Foundation

10:55 a.m. - 11:45 a.m.

Ending Veteran Homelessness: 2015 Goals

ModeratorAnne Miskey, Executive Director, Funders Together to End Homelessness


  • Rosanne Haggerty, Executive Director, Community Solutions
  • Ann Oliva, Deputy Assistant Secretary for Special Needs, Department of Housing and Urban Development
  • Matthew Doherty, Executive Director, U.S. Interagency Council on Homelessness
  • Anthony Love, Director of Community Engagement, VHA Homeless Programs, Department of Veterans Affairs

11:45 a.m. - 12:00 p.m.

George W. Bush Institute Funder Dialogues in 2015

  • Colonel (Ret.) Miguel Howe, Military Service Initiative, George W. Bush Institute

12:00 p.m. - 1:00 p.m.

Box Lunch

Afternoon Breakout Sessions

Each session is meant to build a learning community, share best practices, identify what has worked and what hasn’t worked, connect interested parties to resources, and highlight the work of P-JFI Pledgers and their partnerships.  The format of these sessions is to be interactive to tease out learning and sharing, and the “panel” members are to be utilized by the moderators as “resource experts or solutions specialists.”

1:00 p.m. - 2:30 p.m.

Breakout Sessions I

  1. Employment - focusing on private sector jobs and non-profit sector employment, entrepreneurship, and partnerships with the business community to increase opportunities for career training and employment

    Moderator: Dan Goldenberg, President and CEO, Call of Duty Endowment

    Resource Panel:

    • Bill Lockwood, Program Officer, May and Stanley Smith Charitable Trust
    • John Courson, President, Home Builders Institute
    • Todd Connor, Founder, The Bunker
    • Julian Leone, Vice President for Investment, Goldman Sachs, and Veterans on Wall Street
    • Will Webb, President and Co-Founder, Still Serving Veterans
  1. The Role of Philanthropy in Solutions for Veterans Mental Health – focusing on building community/nonprofit mental health programs to complement the VA health system highlighting the work of P-JFI Pledgers

    Moderator: Catharine Grimes, Director, Bristol-Myers Squibb Foundation

    Resource Panel:

    • Terence M. Keane, PhD, Director of the National Center for PTSD-Behavioral Sciences Division, and Associate Chief of Staff for Research & Development at VA Boston Healthcare System
    • Harold Kudler MD, Chief Consultant for Mental Health Services, Veterans Health Administration, Department of Veterans Affairs
    • Mark Ishaug, CEO, Thresholds
    • Bob Curry, Combat Veteran Vietnam/Laos, Founder/President, Dryhootch of America, Inc.
  1. Community Engagement 2.0 – what we need to do to engage more communities in veterans transition

    Moderator: Doug Wilson, Former Assistant Secretary for Public Affairs, Department of Defense, and Co-founder, Veterans Community Connections

    Resource Panel:

    • Sean Mahoney, Executive Director, Zero8hundred, San Diego
    • Rosye Cloud, Sr. Advisor, Department of Veterans Affairs, Communities of Interest Initiative
    • Spencer Kympton, President, The Mission Continues
    • Kathy Cox, Sr. Manager, Walmart Foundation - NC Serves
    • Brian Pawlowski, Deputy Chief of Staff to the Mayor, City of South Bend, IN
  1. Ending Veterans Homelessness: Needed Collective Action– a discussion of what gaps still exist to reach the 2015 goal

    Moderator: Anne Miskey, Executive Director, Funders Together to End Homelessness

    Resource Panel:

    • Rosanne Haggerty, Executive Director, Community Solutions
    • Matthew Doherty, Executive Director, Interagency Council on Homelessness
    • Anthony Love, Director of Community Engagement, VHA Homeless Programs, Department of Veterans Affairs
    • Marcy Thompson, Office of the Deputy Assistant Secretary for Special Needs,Department of Housing and Urban Development

2:30 p.m. - 4:00 p.m.

Breakout Sessions II

  1. Partnering with Government: “Ensuring Successful Transitions” – digging deeper on the issues that keep the government from faster partnering actions around transition processes and what solutions could be accelerated with the help of the philanthropic community.

    Moderator: Don Cooke, Vice President for Philanthropy, Robert R. McCormick Foundation

    Resource Panel:

    • Matthew S. Collier, Strategic Partnerships, My VA Task Force, Department of Veterans Affairs
    • Colonel Adam Rocke, Army Soldier for Life Program, Department of Defense
    • LTC Larry Dismore, National Guard Bureau, Joining Community Forces
    • Teresa Gerton, Veterans Employment and Training Administration, US Department of Labor
  1. Developing a Shared Vision of Success - an interactive exercise to coalesce the field’s ideas of what success looks like for veteran/military family transition, the current reality, and focusing collective efforts to achieve systems improvements.

    Moderator: Peter Long, Ph.D., President and CEO, Blue Shield of California Foundation

    Guest Expert: Raul Perea-Henze, MD, MPHManaging Director, HORUS Advisors

  1. Using Data to Unleash Innovative Philanthropy – reflecting on what we have learned over the past decade and how to use data to catalyze innovation in service provision and resources beyond grantmaking to reach better outcomes and engage new partners.

    Moderator: Phillip Carter, Senior Fellow, Counsel and Director of the Military, Veterans, and Society Program, Center for New American Security

    Resource Panel:

    • Anne Marie Dougherty, Executive Director, Bob Woodruff Foundation
    • Terri Tanelian, Senior Social Research Analyst, Rand Corporation
    • Jeff Shumway, Vice President of Advisory Services, Social Finance
    • Cynthia Gilman, Vice President for Public-Private Partnerships, Henry M. Jackson Foundation for the Advancement of Military Medicine

  2. Ways the Legal Community Helps Ensure the Best Outcomes for All - a focus on myriad ways collaboration with the legal community can support veterans philanthropy to ensure programs delivering housing, employment, treatment or other services succeed over the long run, and the ways to connect philanthropy’s projects to the legal community at the national, state and local levels.

    Moderator: Kenneth Goldsmith, Senior Legislative Counsel, American Bar Association

    Resource Panel:

    • Major General Clyde "Butch" Tate, USA (Ret.), Associate General Counsel, Lockheed Martin
    • William (Bill) Russo, Acting Director, Department of Veterans Affairs Office of Regulation Policy and Management
    • Antonia Fasanelli, Executive Director, Homeless Persons Representation Project

4:00 p.m. - 4:45 p.m.

Closing Session with Remarks

Stakeholder Spolight: Report on 2015 America Joins Forces with Military Families, Retreat IV

  • Kathy Roth-Douquet, Executive Director, Blue Star Families

Women Veterans Mentoring Network

  • Major Robin Johnson, Military Family Advisor to the Chairman of the Joint Chiefs of Staff

What We Have Learned Today

  • Peter Long, Ph.D., President and CEO, Blue Shield of California Foundation

5:00 p.m. - 7:00 p.m.

Informal Networking Happy Hour

The Exchange Bar and Pub - 1719 G Street, NW

(Nearest intersection is 17th and G – two blocks north from the Red Cross, near the Eisenhower Executive Office Building) 



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