CFE Fundamentals - July 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
Please note, workshop content will be be shared from 1:00-4:30 p.m. ET and optional networking will take place from 4:30-5:00 p.m. ET. We highly recommend that you connect with your peers during the networking time.
- Wednesday, July 19: 1:00-5:00 p.m. ET
- Thursday, July 20: 1:00-5:00 p.m. ET
- Wednesday, July 26: 1:00-5:00 p.m. ET
- Thursday, July 27: 1:00-5:00 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, July 19 | 1:00 - 5:00 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
Maeghan Jones, President & CEO, Community Foundation of Greater Chattanooga
- 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
Maeghan Jones, President & CEO, Community Foundation of Greater Chattanooga
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
Maeghan Jones
President & CEO
Community Foundation of Greater Chattanooga
Shannon Polk
President & CEO
Ann Arbor Area Community Foundation
Day 2 | Thursday, July 20 | 1:00 - 5:00 p.m. ET
Kristen Mekemson, Vice President, Development & Philanthropic Services, Greater Milwaukee Community Foundation
Tim Bresnahan, Senior Director of Gift Planning, The Chicago Community Trust
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
Kristen Mekemson
Vice President, Development & Philanthropic Services
Greater Milwaukee Community Foundation
Tim Bresnahan
Senior Director of Gift Planning
The Chicago Community Trust
Day 3 | Wednesday, July 26 | 1:00-5:00 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)
Leslie Sabin, Chief Financial Officer, Santa Fe 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
Leslie Sabin
Chief Financial Officer
Santa Fe Community Foundation
Day 4 | Thursday, July 27 | 1:00-5:00 p.m. ET
Chapter 7: Grantmaking & Community Leadership (Part I)
Eric Hozempa, Chief Executive Officer, Longmont Community Foundation
Guest Speaker:
Sol Anderson, President & CEO, Evanston Community Foundation
- 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
Chief Executive Officer
Longmont Community Foundation
Sol Anderson
President & CEO
Evanston Community Foundation
Legal Basics - 20 Minute Video
Watch video for DAY 3 class on July 26, 2023
