Training

Community Foundation Excellence (CFE) Fundamentals Course - Virtual - November 2024

Save the date! A well-trained staff and an informed board are critical to the success of community foundations in our fast-changing world. This course helps new and growing 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

Wednesday, November 13 - 1:00-4:30 p.m. ET
Thursday, November 14 - 1:00-4:30 p.m. ET
Wednesday, November 20 - 1:00-4:30 p.m. ET
Thursday, November 21 - 1:00-4:30 p.m. ET

Location

Live Virtual - Not Recorded

Cost

Council Members = $560
Nonmembers = $699
Group rate (5-7 participants) for Council members only = $505

Email educate@cof.org to register a group. 

A well-trained staff and an informed board are critical to the success of community foundations in our fast-changing world. This course helps community foundation staff that are new to the field 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 Lilly Family School of Philanthropy, this course helps 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 and is recommended for individuals that have been in their positions for less than a year to three years. 

Facilitators

This virtual course will engage a variety of seasoned and experienced community foundation leaders and Council experts.

Course Agenda

November 13-14 and 20-21

1:00-4:30 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 givings 
  • 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.

Questions?

Connect with Council Staff
Share on FacebookShare on TwitterShare on LinkedInShare on all

Related Events

Related Resources