CFE Fundamentals - Virtual - JANUARY 2021
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 daniela.rodriguez@cof.org.
WORKSHOP HOURS
- Wednesday, January 27: 1-4:30 p.m. ET
- Thursday, January 28: 1-4:30 p.m. ET
- Wednesday, February 3: 1-4:30 p.m. ET
- Thursday, February 4: 1-4:30 p.m. ET
LEGAL BASICS - 20 min VIDEO
JAMBOARDS
- JAMBOARD # 1Parking 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, January 27 | 1-4:30 p.m. ET
Welcome, General Overview and Introductions
Daniela Rodriguez Ranf, Director, Peer Learning & Engagement, Council on Foundations
- Overview
- Activity: Class introductions
Chapter 1: Community Foundation Movement
Brad Ward, Lead Strategist, Community Philanthropy, Council on Foundations
Guest Speaker: Kevin van Bronkhorst, National Standards Manager, Council on Foundations
- 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
Eric Hozempa, Executive Director, Longmont Community Foundation
Guest Speaker: Sachi Yoshi, Vice President of Strategy & External Relations, East Bay 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
Eric Hozempa
Executive Director
Longmont Community Foundation
Daniela Rodriguez Ranf
Director, Peer Learning & Engagement
Council on Foundations
Kevin van Bronkhorst
National Standards Manager
Council on Foundations
Brad Ward
Lead Strategist, Community Philanthropy
Council on Foundations
Sachi Yoshii
Vice President of Strategy & External Relations
East Bay Community Foundation
Day 2 | Thursday, January 28 | 1-4:30 p.m. ET
Joe Sorenson, Vice President of Affiliate Relations, Community Foundation of Greater Des Moines
Eric Hozempa, Executive Director, Longmont 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
Eric Hozempa
Executive Director
Longmont Community Foundation
Joe Sorenson
Vice President of Affiliate Relations
Community Foundation of Greater Des Moines
Day 3 | Wednesday, February 3 | 1-4:30 p.m. ET
Chapter 5: Legal and Legislative Issues
Bryan Del Rosario, Director, Legal Resources & Senior Counsel, Council on Foundations
Ben McDearmon, Staff Counsel, Council on Foundations
Guest Speaker: Jenn Holcomb, Director, Government Affairs, 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)
Maeghan Jones, President and Chief Executive Officer, Community Foundation of Greater Chattanooga
Dwayne Marshall, Vice President of Community Investment, Community Foundation of Greater Chattanooga
Judy Sjostedt Ritchie, Executive Director, Parkersburg Area Community Foundation & Regional Affiliates
Dan Templin, Executive Director, DeKalb County Community Foundation
- Stewardship
- 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)
- Operating budget
- Staffing: What’s the right mix?
- Conflict of Interest
- Activity: Conflict of Interest
Day 3 Faculty
Bryan Del Rosario
Director, Legal Resources & Senior Counsel
Council on Foundations
Jenn Holcomb
Director, Government Affairs
Council on Foundations
Maeghan Jones
President and Chief Executive Officer
Community Foundation of Greater Chattanooga
Dwayne Marshall
Vice President of Community Investment
Community Foundation of Greater Chattanooga
Ben McDearmon
Staff Counsel
Council on Foundations
Judy Sjostedt Ritchie
Executive Director
Parkersburg Area Community Foundation & Regional Affiliates
Dan Templin
Executive Director
Dekalb County Community Foundation
Day 4 | Thursday, February 4 | 1-4:30 p.m. ET
Chapter 7: Grantmaking & Community Leadership (Part I)
Kay Hernandez Smith, Vice President, Policy and Innovation, The San Francisco Foundation
Betsy Constantine, Executive Vice President, Community Foundation of Greater Buffalo
- Setting grantmaking priorities
- 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
Betsy Constantine
Executive Vice President
Community Foundation of Greater Buffalo
Kay Fernandez Smith
Vice President, Policy and Innovation
The San Francisco Foundation
FACULTY ROSTER
- Betsy Constantine, Executive Vice President, Community Foundation of Greater Buffalo
- Bryan Del Rosario, Director, Legal Resources & Senior Counsel, Council on Foundations
- Kay Fernandez Smith, Vice President, Policy and Innovation, The San Francisco Foundation
- Jen Holcomb, Director, Government Affairs, Council on Foundations
- Eric Hozempa, Executive Director, Longmont Community Foundation
- Maeghan Jones, President and Chief Executive Officer, Community Foundation of Greater Chattanooga
- Dwayne Marshall, Vice President of Community Investment, Community Foundation of Greater Chattanooga
- Ben McDearmon, Staff Counsel, Council on Foundations
- Judy Sjostedt Ritchie, Executive Director, Parkersburg Area Community Foundation & Regional Affiliates
- Joe Sorenson, Vice President of Affiliate Relations, Community Foundation of Greater Des Moines
- Dan Templin, Executive Director, DeKalb County Community Foundation
- Kevin van Bronkhorst, National Standards Manager, Council on Foundations
- Brad Ward, Lead Strategist, Community Philanthropy, Council on Foundations
- Sachi Yoshii, Vice President of Strategy & External Relations, East Bay Community Foundation