CFE Fundamentals - Virtual - May 2023
You should have received an email from Zoom with your unique information to join the virtual classroom.
If you did not receive the email, contact jill.gordon@cof.org.
Workshop Hours
- Wednesday, May 3: 1:00-4:30 p.m. ET
- Thursday, May 4: 1:00-4:30 p.m. ET
- Wednesday, May 10: 1:00-4:30 p.m. ET
- Thursday, May 11: 1:00-4:30 p.m. ET
Resources & Documents
Jamboards
- Jamboard # 1 Parking Lot, Things You Need, Things to Share – Groups A, B, C, D
- Jamboard #2 Parking Lot, Things You Need, Things to Share – Groups E, F, G
Agenda
Day 1 | Wednesday, May 3 | 1:00 - 4:30 p.m. ET
Welcome, General Overview and Introductions
Jill Gordon, Manager, Training, Council on Foundations
- Overview
- Activity: Class introductions and Community Foundation Scenarios
Chapter 1: Community Foundation Movement
Mike Goorhouse, President & CEO, Community Foundation of the Holland/Zeeland Area
- History
- Traditional and emerging roles
- Unique characteristics
- National Standards for U.S. Community Foundations
- Growth Trends/Future Trends
- Activity: Community Foundation Scenarios
Break
Chapter 2: Governance and Board Composition
Mike Goorhouse, President & CEO, Community Foundation of the Holland/Zeeland Area
Guest Speaker: Shannon Polk, President & CEO, Ann Arbor Area Community Foundation
- Activity: Fickly Finger of Fate – What Do Boards Do?
- Board role and responsibilities
- Effective meetings
- Governance, Board Composition and DEI
Day 1 Faculty & Guest Speaker
Mike Goorhouse
President & CEO
Community Foundation of the Holland/Zeeland Area
Shannon Polk
President & CEO
Ann Arbor Area Community Foundation
Day 2 | Thursday, May 4 | 1:00 - 4:30 p.m. ET
Andrea Ogden, Philanthropic Advisor, Greater Milwaukee Community Foundation
Betsy Constantine, President & CEO, Community Foundation for Greater Buffalo
Chapter 3: Resource Development – Donors
- Why donors give to community foundations
- Activity: Defining the Motivation of Donors
Chapter 3: Resource Development – Gifts
- Types of gifts
- Activity: What’s wrong with this gift?
- Gift Acceptance and agreements
- Planned giving
Break
Chapter 4: Resource Development – Donor Relations & Attracting Gifts
- How foundations attract gifts
- Strategic Development Plan
- Services to donors and advisors
- Activity: Cutting Edge Donor Services
- Marketing and communications
- Activity: Tugs and Pulls / Balancing Competing Interests
Day 2 Faculty
Andrea Ogden
Philanthropic Advisor
Greater Milwaukee Community Foundation
Betsy Constantine
President/CEO
Community Foundation of Greater Buffalo
Day 3 | Wednesday, May 10 | 1:00-4:30 p.m. ET
Chapter 5: Legal and Legislative Issues
Remy Barnwell, Staff Counsel, Council on Foundations
- Legal Restrictions vs. Donor Control: Donors
- Legal Restrictions vs. Donor Control: Agencies
- State Law: UPMIFA
- Grantmaking Pitfalls
- Legislative Updates
Break
Chapter 6: Stewardship, Accountability and Fiduciary Responsibilities (Part I)
Brett Hunkins, Chief Financial Officer, Community Foundation of Greater Flint
- Fiscal Accountability
- Activity: What could possibly go wrong?
- Fiscal Policies
- Finance/Investment Committee
- Communicating Investment & Financial Decisions
- Asset Allocation
- Spending Rate
Chapter 6: Stewardship, Accountability and Fiduciary Responsibilities (Part II)
Dan Templin, Executive Director, DeKalb County Community Foundation
- Operating budget
- Staffing: What’s the right mix?
- Conflict of Interest
- Activity: Conflict of Interest
Day 3 Faculty
Remy Barnwell
Staff Counsel
Council on Foundations
Brett Hunkins
Chief Financial Officer
Community Foundation of Greater Flint
Dan Templin
Executive Director
DeKalb County Community Foundation
Day 4 | Thursday, May 11 | 1:00-4:30 p.m. ET
Chapter 7: Grantmaking & Community Leadership (Part I)
Eric Hozempa, CEO, Longmont Community Foundation
Guest Speakers:
Woodson Carpenter, Manager of Communications and Strategy, Community Foundation of Greater Chattanooga
Robin Posey, Director of Community Impact, Community Foundation of Greater Chattanooga
- Grantmaking styles
- Types of grants
- Internal process/plan
- External Clarity: communicating grantmaking priorities
- Activity: Review Grant Request
Break
Chapter 7: Grantmaking & Community Leadership (Part II)
- What CFs Bring to the Leadership Table
- Impact Investing: Employing All Your Capital
- Considering all assets when leading
- Leadership Roles
- Strategic assessment and planning
- Leadership, diversity and inclusiveness
- Activity: Community Leadership
Day 4 Faculty
Eric Hozempa
CEO
Longmont Community Foundation
Woodson Carpenter
Manager of Communications and Strategy
Community Foundation of Greater Chattanooga
Robin Posey
Director of Community Impact
Community Foundation of Greater Chattanooga
Legal Basics - 20 Minute Video
Watch video for DAY 3 class on May 10, 2023
