CFE Fundamentals - Virtual - JULY 2021

Day 1 | Wednesday, July 21 | 1-4:30 p.m. ET

Welcome, General Overview and Introductions

Daniela Rodriguez Ranf, Director, Leadership & Training, Council on Foundations

• Overview
• Activity: Class introductions

Chapter 1: Community Foundation Movement

Dan Templin, President & CEO, DeKalb County Community Foundation 

• 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

Dan Templin, President & CEO, DeKalb County Community Foundation 

Guest speaker: Neel Hajra, 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

Day 2 | Thursday, July 22 | 1-4:30 p.m. ET

Karima Amlani, Vice President of Development, Community Foundaton for Greater Flint
Eric Hozempa, President & CEO, 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

Day 3 | Wednesday, July 28 | 1-4:30 p.m. ET

Chapter 5: Legal and Legislative Issues

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) 

Judy Sjostedt Ritchie, Executive Director, Parkersburg Area Community Foundation & Regional Affiliates
Bonnie Gettys, President & CEO, Barry 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

Day 4 | Thursday, July 29 | 1-4:00 p.m. ET

Chapter 7: Grantmaking & Community Leadership (Part I)

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