CFE Fundamentals - April/May 2024
You should have received an email from Zoom with your unique information to join the virtual classroom.
If you did not receive the email, daniela.rodriguez@cof.org.
Workshop Hours
Please note, workshop content will be shared from 1:00-4:30 p.m. ET.
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.
- Thursday, April 25: 1:00-5:00 p.m. ET
- Friday, April 26: 1:00-5:00 p.m. ET
- Wednesday, May 1: 1:00-5:00 p.m. ET
- Thursday, May 2: 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 | Thurday, April 25 | 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, Former 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
- Operations: Staff Size and Conflicts of Interest
Break
Chapter 2: Governance and Board Composition
Mike Goorhouse, Former President/CEO, Community Foundation of the Holland/Zeeland Area
Guest Speaker: Monica Merante, Senior Director, Philanthropic Services, Central New York 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
Former President & CEO
Community Foundation of Holland/Zeeland Area
Monica Merante
Senior Director, Philanthropic Services
Central New York Community Foundation
Day 2 | Friday, April 26 | 1:00-4:30 p.m. ET
Susie Nelson, Executive Director, Community Foundation for the Ohio Valley (West Virginia)
Judy Ritchie, Former Executive Director, Parkersburg Area Community Foundation
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
Susie Nelson
Executive Director
Community Foundation for the Ohio Valley
Judy Ritchie
Former Executive Director
Parkersburg Area Community Foundation
Day 3 | Wednesday, May 1 | 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
Jenn Holcomb, Vice President, Government Affairs & Legal Resouces, Council on Foundations
- Public Policy & Advocacy Updates
Break
Chapter 6: Stewardship, Accountability and Fiduciary Responsibilities (Part I)
Brett Hunkins, Chief Financial Officer, Community Foundation of Greater Flint
Leslie Sabin, Chief Financial Officer, Santa Fe Community Foundation
- Fiscal Accountability
- Activity: What could possibly go wrong?
- Fiscal Policies
- Finance/Investment Committee
- Communicating Investment & Financial Decisions
- Asset Allocation
- Spending Rate
Day 3 Faculty
Remy Barnwell
Staff Counsel
Council on Foundations
Brett Hunkins
Chief Financial Officer
Community Foundation of Greater Flint
Jenn Holcomb
Vice President, Government Affairs & Legal Resources
Council on Foundations
Leslie Sabin
Chief Financial Officer
Santa Fe Community Foundaiton
Day 4 | Thursday, May 2 | 1:00-4:30 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 May 1, 2024
