CFE Fundamentals - Virtual - MARCH 2022

Day 1 | Wednesday, March 2 | 1:30 - 5:00 p.m. ET

Welcome, General Overview and Introductions

Jill Gordon, Manager, Training, Council on Foundations

• Overview
• Activity: Class introductions and Community Foundation Scenerios

Chapter 1: Community Foundation Movement

Peter Dunn, CEO & President, Central New York 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

Peter Dunn, President & CEO, Central New York Community Foundation 

Guest Speaker: Ahmi Dhuna, Strategy & Innovation Manager, Executive Team, 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

Day 2 | Thursday, March 3 | 1:30-5:00 p.m. ET

Judy Sjostedt Ritchie, Executive Director, Parkersburg Area Community Foundation & Regional Affiliates
Katelyn Videto, Philanthropic Services Manager, Ann Arbor 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

Day 3 | Wednesday, March 9 | 1:30-5:00 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) 

Brett Hunkins, Chief Financial Officer, Community Foundation of Greater Flint

• 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)

Judy Sjostedt Ritchie, Executive Director, Parkersburg Area Community Foundation & Regional Affiliates

• Operating budget
• Staffing: What’s the right mix?
• Conflict of Interest
• Activity: Conflict of Interest

Day 3 Faculty

Day 4 | Thursday, March 10 | 1:30-5:00 p.m. ET

Chapter 7: Grantmaking & Community Leadership (Part I)

Eric Hozempa, CEO, Longmont Community Foundation 

Guest Speaker: Dwayne Marshall, Vice President, Community Investment, Community Foundation of Greater Chattanooga

• 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