Excellence (CFE) Fundamentals Course - Virtual July 2021

Virtual Course
July 21 | July 22 | July 28 | July 29
1:00-4:30 p.m. ET


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 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, Council attorneys, and Council's lead strategist for community philanthropy, 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.

Facilitators

This virtual course will engage a range of seasoned and experienced community foundation leaders, Council attorneys, and Council's lead strategist for community philanthropy.

Day One and Two: Wed & Thurs, Jul 21-22
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 giving

Day Three and Four: Wed & Thurs, Jul 28-29
1:00-4:30 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
     
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