Geographic affiliates play an important role in expanding reach, strengthening local relationships, and supporting community foundation growth. This peer discussion for Council Members with the CF Insights Add-On will explore how foundations structure, manage, and support geographic affiliates, including governance models, operational processes, and data considerations for CF Insights reporting.  

Participants will have the opportunity to share challenges, compare approaches, and learn from peers about what is working – and what to watch for – when partnering with geographic affiliates.  

This session will be conducted in a roundtable format designed to encourage peer dialogue and shared learning among participants, come ready to share!

Training Hours

• Wednesday, June 3, 1-4 p.m. ET

This workshop will include:  

• An overview of the nonprofit universe including information about including 501(c)(3) organizations and the differences between public charities and private foundations.
• Introduction to the statues, tax codes, and legal requirements for community foundations and the consequences if not followed.
• The legal aspects of finance and administration, including the Sarbanes-Oxley Act for Nonprofits and an in-depth explanation of UPMIFA.

Topics:

• Understanding of public charity types, traditional organizations, and how public charities can function.
• The Sarbanes-Oxley Act for Nonprofits, UPMIFA and what it allows for, and fiscal sponsorship.
• Donor Advised Funds, a brief overview of the definition, exceptions and variance power, and key operation rules.
• The special rules that apply to grants given to individuals. 

Group Rate 
Trainings are designed to be taken individually at a personal workstation, not in a group setting. Registration rates are per person. Group rates are for Council Members that send 5-7 people from one organization, each person must be registered individually to attend. Email educate@cof.org to register a group.  

Cancellation Policy  

All registration cancellations must be submitted in writing to educate@cof.org. All cancellation refunds before May 3, 2026, will incur a 25% administrative fee per registration. No refunds will be provided after May 3, 2026. 

Technology systems play a critical role in supporting community foundation operations, ensuring data integrity, and enhancing donor services. CF Insights Plus Members are invited to this informal session to explore how community foundations use technology, including AI tools, to streamline internal processes and improve data collection and reporting, and put you in a stronger position to serve your donors and communities. 

Participants will gain practical insights into aligning systems and workflows with operational needs and have the opportunity to raise challenges, concerns, and share learnings for discussion.

This session will be conducted in a roundtable format designed to encourage peer dialogue and shared learning among participants, come ready to share!

This event is for Career Pathways Program Alumni who want to step away from the challenges of their day-to-day to find renewed energy and motivation. Over the two and a half days, attendees will embark on activities that sharpen leadership skills holistically through a lens of career development and longevity. Through community building and individual work, we will build skills that foster awareness, integrate professional and personal development, and become intentional about creating new tools and practices to navigate change and reimagine institutions and communities for the future.

Through peer discussions, we will embrace collective wisdom, and equip participants with an expanded network, fresh ideas, and new motivation.     

 Retreat objectives:  

• Equip leaders with holistic practices toward their own growth and leadership
• Strengthen cross-cohort alumni networks to support collaboration and resource-sharing
• Create a reflective space to deepen a sense of self in leadership
• Increase leadership clarity, resilience, and effectiveness, benefiting both individuals and institutions

Watch the webinar recording to dive into the latest findings from the CF Insights FY24 Annual Survey, and hear how peers across the country leverage detailed community foundation business model data to make informed decisions on how to inform their own operations.

David Rosado, Director for Community Philanthropy, guided participants through the most recent survey results and demonstrated how to use the CF Insights benchmarking tool to generate customized peer groups and reports. Through this webinar, you can learn the practical steps to apply CF Insights data to your foundation’s decision-making and enhance your impact.  Join us as we unpack the findings from the report and hear how peers across the country leverage detailed community foundation business model data to make informed decisions on how to inform their own operations.

Member Speaker: Caresa Summers, Manager, Executive Office, Santa Fe Community Foundation