Training

Community Foundation Excellence (CFE) Fundamentals Course - Virtual - March 2022

A well-trained staff and an informed board are critical to the success of community foundations in our fast-changing world. This traditionally in-person, two-day course adapted to virtual in four, half day sessions helps new and growing foundation stakeholders build the essential skills they need to balance governance and management with the broader understanding of community foundations within the philanthropic sector.

Date & Time

Location

Virtual

Cost

Council Members = $469
Nonmembers = $599
Group rate (5-7) for Council members only = $419
If you're interested in the group rate, please contact us at educate@cof.org.

Please Note
  • This virtual course is designed for individual learning at a workstation and not for a group setting.
  • Each registration is for one individual participant.
  • Registration cutoff is 10 days prior to the start date in order to mail course materials to all participants.
  • A group rate is available for Council members that want to register multiple staff from one organization. To access the group rate there must be at least 5 participants and no more than 7 per course.
ET

Virtual Course
March 2 | 3 | 9 | 10 
1:30-5:00 p.m. ET

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CFE Fundamentals logoA well-trained staff and an informed board are critical to the success of community foundations in our fast-changing world. This traditionally in-person, two-day course adapted to virtual in four, half day sessions helps new and growing community foundation staff build the essential skills they need to balance governance and management with the broader understanding of community foundations within the philanthropic sector.

Created and led by experienced community foundation leaders and Council attorneys, this course includes:

  • Basic information on governance, resource development and donor relations;
  • Updates on key legal and legislative issues;
  • Information on grantmaking; and
  • Review of community leadership and fiduciary responsibilities.

Originally developed in conjunction with Indiana University's Center on Philanthropy, these courses help community foundation staff, board members and volunteers master the unique aspects of the community foundation field. You'll learn about effective practices, get helpful tools and information, and have the opportunity to network with others in the field. Comprehensive and engaging, these courses are an efficient and affordable way to increase your knowledge of the field. Please note, this course is limited to Community Foundation staff and Board members only. 

Course Agenda

Day One and Two: Wed & Thurs, March 2-3
1:30-5:00 p.m. ET (each day)

  • Review community foundation's history, emerging goals, unique characteristics and future trends
  • Discuss governance and board responsibilities respective to their roles and goals
  • Engage in a discussion on why and how donors give to community foundations
  • Learn of various gift types, developing gift agreements and planned giving

Day Three and Four: Wed & Thurs, March 9-10
1:30-5:00 p.m. ET (each day)

  • Understand resource development procedures in attracting gifts
  • Listen and learn from the Council legal team to comprehend all legalities from nonprofits to donor control 
  • Ascertain key tips and tools about stewardship, accountability and fiduciary responsibilities within your community foundations
  • Discover ways to set grantmaking priorities and understand roles in community leadership

*Council events are not opportunities for solicitation of any kind, including asking for business, fund management, or grants. All types of solicitation are strictly prohibited. For more information, read our no solicitation policy.

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