CFE Fundamentals - November 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, jill.gordon@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.
- Wednesday, November 13: 1:00-5:00 p.m. ET
- Thursday, November 14: 1:00-5:00 p.m. ET
- Wednesday, November 20: 1:00-5:00 p.m. ET
- Thursday, November 21: 1:00-5:00 p.m. ET
Resources & Documents
Participant Guide: Download from Dropbox
Agenda
Day 1 | Wednesday, November 13 | 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
Susie Nelson, Executive Director, Community Foundation for the Ohio Valley
- 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
Susie Nelson, Executive Director, Community Foundation for the Ohio Valley
- Activity: Fickly Finger of Fate – What Do Boards Do?
- Board role and responsibilities
- Effective meetings
- Governance, Board Composition and DEI
Guest Speaker on CF Insights and Community Foundation Trends: Dave Rosado, Senior Advisor, Community Philanthropy, Council on Foundations
Day 1 Faculty & Guest Speaker
Susie Nelson
Executive Director
Community Foundation for the Ohio Valley
Dave Rosado
Senior Advisor, Community Philanthropy
Council on Foundations
Day 2 | Thursday, November 14 | 1:00-4:30 p.m. ET
Julianne Buck , Executive Director, Community Foundation of Grundy County
Judy Ritchie, Former Executive Director, Parkersburg Area Community Foundation
Guest Speaker:
Jon Haber, Digital Marketing Director, San Diego 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
- Marketing and Communications
Day 2 Faculty
Judy Ritchie
Former Executive Director
Parkersburg Area Community Foundation
Julianne Buck
Executive Director
Community Foundation of Grundy County
Jon Haber
Digital Marketing Director
San Diego Foundation
Day 3 | Wednesday, November 20 | 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
Dan Templin, Executive Director, DeKalb County 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
Jenn Holcomb
Vice President, Government Affairs & Legal Resources
Council on Foundations
Brett Hunkins
Chief Financial Officer
Community Foundation of Greater Flint
Dan Templin
Executive Director
DeKalb County Commmunity Foundation
Day 4 | Thursday, November 21 | 1:00-4:30 p.m. ET
Chapter 7: Grantmaking & Community Leadership (Part I)
Eric Hozempa, Chief Executive Officer, Longmont Community Foundation
Guest Speaker:
Erin Johnson, Vice President of Community Investment, Central Carolina 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
Erin Johnson
Vice President, Community Investment
Central Carolina Community Foundation
Legal Basics - 20 Minute Video
Watch video for DAY 3 class on November 21, 2024
