7 a.m. - 6 p.m.
Registration Hours

Meeting Room: TBD
8 a.m. - 9:30 a.m.
Opening Breakfast Plenary - Designing Our Future

George Orwell once said, "He who controls the present, controls the past. He who controls the past, controls the future." New Orleans is a great city to explore past, present, and future, given its resilience through the centuries. That’s why we’re officially opening the conference with a glimpse into the Big Easy’s past, an exploration of community philanthropy’s present—including donor-advised funds and the community foundation business model—and a glimpse into the sector’s future from new Council President and CEO Vikki Spruill.

Presenter(s): Carol Bebelle, Cofounder and Executive Director, Ashe Cultural Arts Center; Brian T. Byrnes, President and CEO, The Santa Fe Community Foundation; Maurice Jones, Deputy Secretary, U.S. Department of Housing and Urban Development; John Kania, Managing Director, FSG ; Grant Oliphant, President and CEO, The Pittsburgh Foundation; Vikki Spruill, President and CEO, Council on Foundations

Meeting Room: Empire Ballroom, Level Two
9 a.m. - 6 p.m.
Exhibit Hall Hours

Meeting Room: TBD
9:30 a.m. - 10 a.m.
Break

Meeting Room: Storyville Hall, Level Three
9:45 a.m. - 11:10 a.m.
Film + Video Festival: No Tomorrow

A film by Roger Weisberg and Vanessa Roth

Risa Bejarano was the subject of a recent PBS documentary, "Aging Out," about teenagers leaving foster care. In a shocking turn of events, Risa was brutally murdered, and the film about her last year of life unexpectedly became the centerpiece of a dramatic death penalty trial. "No Tomorrow" takes viewers inside the suspenseful trial and challenges their beliefs about capital punishment.

Meeting Room: TBD
10 a.m. - 11:30 a.m.
Concurrent Sessions
Beyond Grants: Strengthening Communities through More Community Engagement

As community foundations embrace a leadership role their communities, they are discovering that engaging residents must be a key part of their strategy. The Community Engagement Panel being convened by CFLeads is uncovering and documenting best practices in this area. Come for a progress report and to share your insights.

Presenter(s): Nick Deychakiwsky, Program Officer, Charles Stewart Mott Foundation; Alandra L. Washington, Deputy Director, W.K. Kellogg Foundation, 2013 Annual Conference Task Force Member
Moderator(s): Deborah Ellwood, Executive Director, CFLeads
Session Designer(s): Clotilde Perez-Bode Dedecker, President and CEO, Community Foundation for Greater Buffalo; Deborah Ellwood, Executive Director, CFLeads

Meeting Room: Irish Channel Meeting Room, Level Two
Changing of The Guard: Managing CEO Transitions

CEO transitions aren’t always easy. Representatives from three community foundations that have recently undergone a leadership change will offer a look at their planning, their search process, and the institutional reorganization that resulted.

Presenter(s): Sarah Harte, Board Member/Trustee, San Antonio Area Foundation; Barbara L. James, Board Chair, Kalamazoo Community Foundation; Anne Messenger, Board Member, Central New York Community Foundation, Inc.
Moderator(s): Nancy Burd, President and Founder, The Burd Group
Session Designer(s): Brian T. Byrnes, President and CEO, The Santa Fe Community Foundation; Alvertha Penny, President and CEO, The Community Foundation of South Alabama

Meeting Room: Celestin Ballroom I-III, Level Three
Community Foundations and Online Giving: A Perfect Match

Foundation staff seeking online strategies to be community leaders, support important issues, and attract new donors will benefit from lessons learned by foundations that are using three distinct strategies: (1) a proprietary online donation portal, (2) a social-media driven “match day,” and (3) partnering with online charity DonorsChoose.org.

Presenter(s): Anna Doherty, Senior Marketing Manager, DonorsChoose.org; Lori Finch, General Manager, Community Foundations, KIMBIA; Anne Monell, Vice President, Communications and Marketing, The Community Foundation of Louisville; Kelly Romanoff, Marketing Manager, Gulf Coast Community Foundation; Mark Stanton, Director of Operations, Advertising For Humanity; Danielle Valenciano, Director, Nonprofit Partnerships, The San Diego Foundation
Session Designer(s): Wendy Deming, Chief of Staff, Gulf Coast Community Foundation; Lori Finch, General Manager, Community Foundations, KIMBIA; Anne Monell, Vice President, Communications and Marketing, The Community Foundation of Louisville; Danielle Valenciano, Director, Nonprofit Partnerships, The San Diego Foundation

Meeting Room: Celestin Ballroom VI--VIII, Level Three
GenX and the Millennials: Understanding the NextGen of Family Philanthropy

The Council on Foundations has partnered with 21/64 and the Dorothy A. Johnson Center for Philanthropy to profile next generation leaders in philanthropic families, including community foundation donors. Join the leaders of the study and community foundations that are focusing on the Next Gen to discuss the outcome of this landmark research, which will inform the legacy of philanthropy for years to come.

Presenter(s): Jason Franklin, Executive Director, Bolder Giving; Michael Moody, Ph.D., Frey Chair for Family Foundations and Philanthropy, Johnson Center for Philanthropy at Grand Valley State University; Robyn Schein, Director of Donor Experience and Engagement, The Minneapolis Foundation
Moderator(s): Sharna Goldseker, Managing Director, 21/64, The Andrea and Charles Bronfman Philanthropies, Inc.
Session Designer(s): Robyn Schein, Director of Donor Experience and Engagement, The Minneapolis Foundation; Elizabeth B. Sullivan, Managing Director, Corporate, Independent and Family Philanthropy, Council on Foundations

Meeting Room: Celestin Ballroom V, Level Three
Impact Investing through the Community Foundation Lens

Sponsored by Russell Investments

Panelists from rural and urban community foundations will share their experiences with impact investing and discuss risk-taking, intermediary relationships, donor engagement, and navigating organizational culture.

Presenter(s): Michael Brown, Vice President, Community Leadership, The Seattle Foundation; Debra D. Rooney CPA, Finance Director, The Vermont Community Foundation; Jennifer Southard, Director, Philanthropic Services, Maine Community Foundation; Michael Wilson, CFO, New Hampshire Charitable Foundation
Session Designer(s): Ellen Remmer, Managing Partner, The Philanthropic Initiative

Meeting Room: Celestin Ballroom IV, Level Three
Raising Community Endowment: Your first act of Civic Leadership

As part of an ongoing series focused on raising unrestricted assets, this session will look at discretionary assets within the larger framework of a community foundation leadership agenda and help you identify key elements to successful discretionary endowment fundraising.

Presenter(s): Mary M. Holmes , Executive Director, Cumberland Community Foundation; Ralph M. Serpe, Vice President, Development, Baltimore Community Foundation
Session Designer(s): Mary M. Holmes , Executive Director, Cumberland Community Foundation; Ralph M. Serpe, Vice President, Development, Baltimore Community Foundation

Meeting Room: Treme Meeting Room, Level Two
Special Presentation: Learn About HUD Secretary’s Award Winning Partnerships

The 10 recipients of the HUD Secretary’s Award for Community Foundations are being announced during the opening breakfast plenary. Join us for this session to learn more about the winning public-philanthropic partnerships.

Presenter(s): Stewart Sarkozy-Banoczy, Director, Philanthropic Research and Initiatives, U.S. Department of Housing and Urban Development

Meeting Room: Bucktown Meeting Room, Level Two
Washington Update

With a presidential election on the horizon and Congress poised to review the tax code, the remainder of 2012 is shaping up as an exciting political year that offers the philanthropic field an excellent opportunity to demonstrate its effectiveness, value to society, and collaborative power of partnering with government. Join members of the Council’s public policy department as they share the latest news from Washington, D.C., and offer tips on how to navigate the sometimes muddy political waters. You’ll also hear how community foundations are partnering at the federal, state, and local levels to promote positive philanthropic policies.

Presenter(s): Chatrane Birbal, Director, Government Relations, Council on Foundations; Janne Gallagher, Senior Vice President and General Counsel, Council on Foundations; Stephanie Powers, Managing Director, Public-Philanthropic Partnerships, Council on Foundations
Session Designer(s): Chatrane Birbal, Director, Government Relations, Council on Foundations

Meeting Room: Trianon Meeting Room, Level Two
11:15 a.m. - 12:20 p.m.
Film + Video Festival: Cafeteria Man

A film by Richard Chisolm

After several angry kids brought their horrible cafeteria food to the Baltimore City School Board, food expert and chef Tony Geraci came to town as the new food and nutrition director. His plan: feed kids healthy, locally-sourced meals, teach them nutritional awareness, and offer them vocational opportunities in the world of food. “Cafeteria Man” chronicles Geraci’s tenacious efforts to kick-start school reform in Baltimore.

 

Meeting Room: TBD
11:30 a.m. - 11:45 a.m.
Keep it simple: How a Community Foundation can use a single application for multiple donor advised funds (Learning Lab)

Sponsored by WizeHive

Running multiple grant and scholarship programs with donor-advised funds requires numerous applications and review processes, which places an administrative strain on foundations. Representatives from Wizehive will discuss how online systems can ease administrative burdens and expand programs by streamlining the application, review, and communication processes involved with awarding funds.

Presenter(s): Jeff Thomas, Vice President of Sales and Marketing, Wizehive
Session Designer(s): Jeff Thomas, Vice President of Sales and Marketing, Wizehive

Meeting Room: Storyville Hall Learning Lab
11:30 a.m. - 12 p.m.
Break

Meeting Room: Storyville Hall, Level Three
12 p.m. - 1:30 p.m.
Lunch Plenary: How Citizen Engagement Shapes Today’s Political Landscape

Politics is always a hot topic of conversation, but never more so than during a presidential election year. Join Pulitzer Prize journalist and Washington Post political columnist Eugene Robinson for an exciting conversation on the current political landscape, how citizen engagement influences that landscape, and what this means for community foundations.

Presenter(s): Antonia Hernández, President and CEO, California Community Foundation; Eugene Robinson, Political Columnist, The Washington Post Company; Kelly Ryan, President and CEO, Incourage Community Foundation; Javier Alberto Soto , President and CEO, The Miami Foundation
Moderator(s): Christopher T. Gates , Executive Director, Philanthropy For Active Civic Engagement (PACE)

Meeting Room: Empire Ballroom, Level Two
1:30 p.m. - 1:45 p.m.
Best Practices for Online Applications - Scholarships, Grants, Awards, etc. (Learning Lab)

Sponsored by ScholarSelect

Online application forms can greatly improve the process and experience for you, your applicants, your committee members, and your donors.  Learn how to navigate the online world, including application design, collecting applicant information, reviewing the applications you receive, and selecting the recipients.  Receive real-life examples and tips from those "in the know."

Presenter(s): Robert Davis, Founder and President, ScholarSelect
Session Designer(s): Robert Davis, Founder and President, ScholarSelect

Meeting Room: Storyville Hall Learning Lab
1:30 p.m. - 6 p.m.
Site Session: City Reinvention

Discover how a community foundation partnered with national and local funders to create a community revitalization initiative in the wake of a natural disaster. Key stakeholders will share how residents from Broadmoor and Faubourg Lafitte reimagined their neighborhoods and the landscape of the city, as well as the opportunities that emerged, the pitfalls that were overcome, and the lessons everyone learned during this five-year effort.

Session Designer(s): Ms. Joann Ricci, Vice President of Organizational Effectiveness, The Greater New Orleans Foundation

Meeting Room: Offsite
1:30 p.m. - 2:30 p.m.
Dessert Break in Community Central

Meeting Room: Storyville Hall, Level Three
1:40 p.m. - 3:05 p.m.
Film + Video Festival: Better This World

A film by Kelly Duane de la Vega and Katie Galloway

The story of Bradley Crowder and David McKay, who were accused of plotting to firebomb the 2008 Republican National Convention, “Better This World” is a dramatic tale of idealism, loyalty, crime, and betrayal. It follows the radicalization of these boyhood friends while getting to the heart of the war on terror and its impact on civil liberties and political dissent in post-9/11 America.


 

Meeting Room: TBD
2 p.m. - 2:15 p.m.
How do they do it? Part 1: New Insights into online DAF technology (Learning Lab)

Sponsored by Crown Philanthropic

Explore how the expectations for online donor environments are being redefined. We'll look at how the latest systems can help you deliver multi-instrument information, and touch upon the ways technology is supporting multigenerational donor development; expanding feedback and transparency surrounding the impact of grants, improving communication, and collaboration between families and foundation staff; and how unique marketing tools are helping  to capture and retain critical donor relationships.

Presenter(s): William H. Hewitt, CMO, Crown Philanthropic Solutions, LLC
Session Designer(s): William H. Hewitt, CMO, Crown Philanthropic Solutions, LLC

Meeting Room: Storyville Hall Learning Lab
2:30 p.m. - 4 p.m.
Concurrent Sessions
Community Indicator Reports: How Data Supports Action and Affects Branding

Hear how community foundations are using research and data to strengthen and improve overall community well-being and make a case for increased action, new coalitions, engaged philanthropy, and positive change. This information also can play a major role in determining how foundations are perceived in their local communities. In addition, panelists will share how they conducted their research and some of the lessons they’ve learned along the way.

Presenter(s): Mary Jo Meisner, Senior Vice President for Public Affairs, The Boston Foundation; Fred Silverman, Vice President for Marketing and Communications, Marin Community Foundation; Mary L. Thomas, Executive Vice President, The Spartanburg County Foundation
Moderator(s): Susan Knudten, Senior Communications Officer, Rose Community Foundation
Session Designer(s): Susan Knudten, Senior Communications Officer, Rose Community Foundation

Meeting Room: Irish Channel Meeting Room, Level Two
Engaging Donors in Light of Changing Demographics

Many community foundations are situated in areas that have experienced substantial demographic shifts. This session will look at strategies undertaken by community foundations to engage  donors of color and address critical issues facing the changed human development landscape locally and regionally. Enjoy this preview.

Presenter(s): Ivye Allen, President, Foundation for the Mid South; Clotilde Perez-Bode Dedecker, President and CEO, Community Foundation for Greater Buffalo; James Head, Vice President of Programs, The San Francisco Foundation; David Maurrasse, President and Founder, Marga Incorporated; Marie Young, Director, Donor Engagement, Silicon Valley Community Foundation
Session Designer(s): James Head, Vice President of Programs, The San Francisco Foundation; David Maurrasse, President and Founder, Marga Incorporated

Meeting Room: Trianon Meeting Room, Level Two
Fundraising & Community Investment: The Road to Strategic Alignment

Community foundations have always had two customers: their funders and their community. But can they have two missions? Hear success stories—and lessons learned—from two foundations that have worked to align internally around the needs of the community.

Presenter(s): Ellie Buteau, Vice President, Research, The Center for Effective Philanthropy; Antonia Hernández, President and CEO, California Community Foundation; Erica Nicole Joseph , Program and Development Director, Community Foundation of the Eastern Shore
Moderator(s): Kathryn E. Merchant, President and CEO, The Greater Cincinnati Foundation
Session Designer(s): Ellie Buteau, Vice President, Research, The Center for Effective Philanthropy; Shanee Helfer, Manager, Community Foundations, Council on Foundations

Meeting Room: Celestin Ballroom VI--VIII, Level Three
How do they do it? CEOs reflect on Community Leadership and the Business Model

Be a fly on the wall during a conversation between some of the most forward-thinking and innovative leaders in the community foundation field. You’ll hear them ruminate about the tough challenges and hard-earned victories associated with staffing, funding, and setting strategy to move a community leadership agenda. 

Presenter(s): Terence P. Mulligan, President, Napa Valley Community Foundation; Carleen K. Rhodes, President and CEO, The Saint Paul Foundation; Thomas E. Wilcox, President and CEO, The Baltimore Community Foundation; Trisha Worthington , Executive Director, The Park City Foundation
Moderator(s): Deborah Ellwood, Executive Director, CFLeads
Session Designer(s): Deborah Ellwood, Executive Director, CFLeads; Rebecca Graves, Executive Director, CF Insights

Meeting Room: Celestin Ballroom I-III, Level Three
Investment Performance and Strategy Update (CPE credits are available)

Sponsored by Russell Investments

Preview performance results and strategy from the community foundation investment survey and look at the long-term records of community foundations and markets as they relate to supporting different spending rates.

Continuing Professional Education (CPE)
While advance preparation is/is not necessary and there are/are no prerequisites for registering, the seminar is intended for intermediate learners. CPAs who participate in this group-live event can earn 1.5 CPE credits. Learning objectives include:

• Industry trends in spending policies for endowments
• Portfolio construction of community foundation endowments
• Analysis of investment returns
For questions or concerns, please contact Edward Jones, director, conference programming with the Council at jonee@cof.org or 703-879-0752.


The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 

Presenter(s): Michael A. Miller, CFA, Colonial Consulting, LLC
Moderator(s): James B. McCallum , Chief Financial Officer, Sacramento Region Community Foundation
Session Designer(s): James B. McCallum , Chief Financial Officer, Sacramento Region Community Foundation

Meeting Room: Celestin Ballroom IV, Level Three
Social Impact Bonds 101

Social Impact Bonds are making news across the country—but what are they? How do Social Impact Bonds work, and what do they mean for your organization? This session will explain the Social Impact Bond concept and answer common questions about their scope and function.

Presenter(s): Kristina Costa, Research Assistant, Center for American Progress
Session Designer(s): Kristina Costa, Research Assistant, Center for American Progress

Meeting Room: Bucktown Meeting Room, Level Two
Youth Philanthropy: How We Include Young Voices in Giving

What is the role of community foundations in training the next generation of philanthropists?  Join us for an engaging session with youth philanthropy program participants and several young community foundation staffers—and leave inspired by their enthusiasm and resourcefulness.

Presenter(s): Christin Bothe , Student, DeKalb High School; Jennesa Datema, Community 101/Youth Philanthropy Coordinator, The Oregon Community Foundation; Daniel Kagan, Former President, In Youth We Trust, Community Foundation of Northern Illinois; Susannah Reese , Teacher/Advocate, Open Meadow High School, part of Open Meadow Alternative Schools ; Madeline Suter, Student, DeKalb High School; Tim Suter, Board, DeKalb County Community Foundation (IL); Katherine Westlund, Nonprofit Effectiveness Associate, The Boston Foundation
Moderator(s): James Patterson, Director of Grants & Scholarships, Community Foundation of Northern Illinois
Session Designer(s): Jennesa Datema, Community 101/Youth Philanthropy Coordinator, The Oregon Community Foundation; James Patterson, Director of Grants & Scholarships, Community Foundation of Northern Illinois; Daniel P. Templin, Executive Director, DeKalb County Community Foundation (IL)

Meeting Room: Celestin Ballroom V, Level Three
2:30 p.m. - 3:30 p.m.
Breaking the Barriers to Philanthropic Support of Nonprofit News (Extended Learning Lab)

Thanks to a generous grant in 2011 from the Knight Foundation, the Council formed a working group of grantmakers, practitioners, scholars, and legal experts to (1) examine what tax changes or clarifications could help nonprofit media meet the information needs of communities and (2) issue a report about how to implement those changes. Representatives from the Nonprofit Media Working Group will discuss their findings and subsequent recommendations to the IRS to enable greater philanthropic support of nonprofit news and information services.

Presenter(s): Steve Beatty, Managing Editor, The Lens; Joel Kramer, CEO and Editor, MinnPost; Cecilia Garcia , Executive Director, Benton Foundation
Session Designer(s): Shelton R. Roulhac, Senior Policy Analyst, Council on Foundations

Meeting Room: Storyville Hall Learning Lab
3:10 p.m. - 4:35 p.m.
Film + Video Festival: Where Soldiers Come From

A film by Heather Courtney

From a snowy, small town in Northern Michigan to the mountains of Afghanistan, this film follows the four-year journey of childhood friends who join the National Guard after graduating from high school. It offers an intimate look at the young Americans who fight our wars, the families and towns they come from—and the way one faraway conflict changes everything.

 


 

Meeting Room: TBD
3:40 p.m. - 3:55 p.m.
Mobile Philanthropy: The San Diego Foundation's App Development (Learning Lab)

Nearly 50 percent of web searches originate from smart phones, making the mobile optimization of your website a must. In this session, the San Diego Foundation will share firsthand lessons from working with iPhone, iPad, and Android apps (so you don’t have to learn the same ones).

Presenter(s): Daniel D. Beintema, Vice President, Operations and Community Partnerships, The San Diego Foundation; Adrienne D. Vargas, Vice President, Charitable Giving, The San Diego Foundation
Session Designer(s): Daniel D. Beintema, Vice President, Operations and Community Partnerships, The San Diego Foundation; Adrienne D. Vargas, Vice President, Charitable Giving, The San Diego Foundation

Meeting Room: TBD
4 p.m. - 4:15 p.m.
How do they do it? Part 2: Preparing your foundation to profit from DAF asset growth (Learning Lab)

Sponsored by Crown Philanthropic

Curious about what other foundations are doing to meet donor expectations for enhanced online environments, and how they’re achieving their goals by adopting leading-edge technology? This session will provide brief insights from two community foundations that have recently made the commitment to expand their online donor and staff capabilities by shifting from Web-based solutions to new technology platforms. You'll also receive valuable feedback from Crown Philanthropic

Presenter(s): Veronica Brady, Senior Vice President for Philanthropy, Gulf Coast Community Foundation; William H. Hewitt, CMO, Crown Philanthropic Solutions, LLC; Guy McCrary, President and CEO, Permian Basin Area Foundation

Meeting Room: Storyville Hall Learning Lab
4 p.m. - 4:30 p.m.
Break

Meeting Room: Storyville Hall, Level Three
4:30 p.m. - 6 p.m.
Concurrent Sessions
Digital Communications Strategies That Work

To develop and support an effective website, you need to apply strategic thinking to your messaging, apply a curator’s eye to content and design, and make sure your copy is crisp and compelling. This session will provide you with tools and techniques for focusing your online communications—including content strategy—with an eye toward storytelling and best practices for usability and design.

Presenter(s): Ann-Marie Harrington, President and Founder, Embolden
Session Designer(s): Angelle Fouther, Senior Communications Officer, The Denver Foundation

Meeting Room: Trianon Meeting Room, Level Two
Getting Creative-Building a Culture of Philanthropy Among Entrepreneurs

Develop connections with current and potential donors who have not seen the community foundation as relevant to the way they work/live/gift using a model that is fluid, flexible, and largely being created by the entrepreneurs themselves.

Presenter(s): Shari J. Landry , Vice President of Philanthrophy, New Hampshire Charitable Foundation; Matt Pierson, Managing Director, Dunn Rush & Co.
Session Designer(s): Shari J. Landry , Vice President of Philanthrophy, New Hampshire Charitable Foundation

Meeting Room: Irish Channel Meeting Room, Level Two
Grants to Individuals: Beyond the Basics

Making grants to individuals means more than just scholarships! Bring your burning questions for the Q&A portion of this interactive session, which will help you navigate these sometimes tricky legal waters.

Presenter(s): Janne Gallagher, Senior Vice President and General Counsel, Council on Foundations; Kelly Shipp Simone, Vice President Legal Affairs, Council on Foundations
Session Designer(s): Kelly Shipp Simone, Vice President Legal Affairs, Council on Foundations

Meeting Room: Treme Meeting Room, Level Two
Innovating Internal and External Partnerships

Learn how your community foundation peers are collaboratively fundraising in multiple communities, through work with public libraries, growing prospect and donor lists, securing major endowment grants, and forging new internal partnerships between the grantmaking, donor relations, and communications departments—and then replicate some of these practices in your own shop.

Presenter(s): Tom Linfield, Vice President, Grantmaking and Community Initiatives, Madison Community Foundation; Amy Overby, Vice President, Donor Relations, Madison Community Foundation
Session Designer(s): Tom Linfield, Vice President, Grantmaking and Community Initiatives, Madison Community Foundation; Amy Overby, Vice President, Donor Relations, Madison Community Foundation

Meeting Room: Celestin Ballroom V, Level Three
Mapping Foundation Operations to Mission (CPE credits available)

How does effective community foundation financial management contribute to outcomes in the community? How do donor cultivation and engagement enhance a foundation’s ability to achieve social impact? Does the operations department at a community foundation play a role in its mission work? Hear the stories and successes captured from both “on the ground” programs and those responsible for running the day-to-day business of a foundation.

Continuing Professional Education (CPE)
While advance preparation is/is not necessary and there are/are no prerequisites for registering, the seminar is intended for intermediate to advanced learners. CPAs who participate in this group-live event can earn 1.5 CPE credits. Learning objectives include:

• Gain clarity on roles and responsibilities within a community foundation and how each contributes to the achievement of the foundation’s mission.
• Help participants identify mission-related assessment questions for all roles and responsibilities within the foundation.
• Understand what quality outcome and impact data look like and how to use them to map foundation operations to mission.

For questions or concerns, please contact Edward Jones, director, conference programming with the Council at jonee@cof.org or 703-879-0752.

The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Presenter(s): Chris Cardona, Associate Director of Philanthropy, TCC Group; Peter York, Senior Vice President and Director of Research, TCC Group
Session Designer(s): Chris Cardona, Associate Director of Philanthropy, TCC Group; Peter York, Senior Vice President and Director of Research, TCC Group

Meeting Room: Celestin Ballroom IV, Level Three
New Insights into Donor Advised Funds: Myths and Realities

Donor-advised funds are the engine of growth for community foundations. But questions abound: How are donors engaged? Do they leave bequests? Do they contribute to philanthropic impact? Find out what is myth and what is reality based on the latest research from FSG/CF Insights. Enjoy this preview.

Presenter(s): Rebecca Graves, Executive Director, CF Insights; Eva R. Nico, Director, FSG
Session Designer(s): Rebecca Graves, Executive Director, CF Insights; Eva R. Nico, Director, FSG

Meeting Room: Celestin Ballroom I-III, Level Three
Yes you can! Keys to Building a Strong Diversity Strategy for your Community Foundation Board

The 2010 Census revealed the new face of communities large and small, one that likely is dramatically different from when your community foundation was established. How can you create a board and organization that reflects—and respects—today’s realities? Learn from others who have figured it out, and discover how you can share your expertise as well.

Presenter(s): Kelly Brown, Director, D5 Coalition; Lauren Casteel, Vice President of Philanthropic Partnerships, The Denver Foundation; Nancy Van Milligen, President and CEO, Community Foundation of Greater Dubuque
Session Designer(s): Tonia Bain , Director, Special Projects, Council on Foundations; Kelly Brown, Director, D5 Coalition

Meeting Room: Celestin Ballroom VI--VIII, Level Three
4:30 p.m. - 4:50 p.m.
Partnerships with Purpose: Building Agency Endowment Assets (Learning Lab)

Sponsored by Russell Investments

Learn all about a new toolkit developed by the Iowa Council of Foundations (with support from a CFLT Ideal Lab Grant) that will help you grow agency endowment funds at your community foundation. From PowerPoint presentations to workbooks, you’ll receive everything you need to create purposeful, long-lasting partnerships.

Presenter(s): Angie Dethlefs-Trettin, Executive Director, Iowa Council of Foundations; M.J. Smith , Director of Communications and Affiliates, Community Foundation of Greater Dubuque
Session Designer(s): Angie Dethlefs-Trettin, Executive Director, Iowa Council of Foundations; M.J. Smith , Director of Communications and Affiliates, Community Foundation of Greater Dubuque

Meeting Room: Storyville Hall Learning Lab
4:40 p.m. - 6:40 p.m.
Film + Video Festival:The Interrupters

A Henry Hampton Award-winning film by Steve James, Alex Kotlowitz, and Zak Piper

This film is the powerful story of Ameena, Eddie, and Cobe, three antiviolence crusaders who use bravado, humility, and humor to protect their Chicago communities and “interrupt” the violence they once perpetuated. Shot over the course of a year, “The Interrupters” captures their work and reveals their inspired journeys from criminals to courageous allies for peace. According to the New York Times, it has “put a face to a raging epidemic and an unforgivable American tragedy.”

 

 

Meeting Room: TBD
5 p.m. - 5:20 p.m.
Civic Engagement & Neighborhood Revitalization: Small Grants, Big Ideas (Learning Lab)

Discover how the Community Foundation of Central Georgia and the Knight Foundation have partnered on a neighborhood revitalization project that is making a huge difference in the community and helped develop a new crop of young leaders.

Presenter(s): Josh Rogers, Executive Director, Historic Macon Foundation; Julia Wood , Director of Donor Services, Community Foundation of Central Georgia
Session Designer(s): Josh Rogers, Executive Director, Historic Macon Foundation; Julia Wood , Director of Donor Services, Community Foundation of Central Georgia

Meeting Room: Storyville Hall Learning Lab
5:30 p.m. - 5:50 p.m.
Community Foundation Centennial Update (Learning Lab)

In 2014, community foundations will celebrate a historic milestone by recognizing the proud legacy and visionary future of community philanthropy.  Join us for a briefing on Centennial planning to date, next steps, and a presentation from KIMBIA on a national day of giving. You’ll also have an opportunity to share your expectations for the Centennial celebration and its legacy.

Presenter(s): Gabriel Kasper, Consultant, Monitor Institute; Ashley Mills, Director of Public Relations, Council on Foundations
Session Designer(s): Ashley Mills, Director of Public Relations, Council on Foundations

Meeting Room: Storyville Hall Learning Lab
6:30 p.m. - 8 p.m.
Evening Networking Event: The Contemporary Arts Center

The networking event is always a highlight of the conference, and this year will be no exception. Join us and experience the distinctive Contemporary Arts Center, home to daring experiments in painting, theater, photography, performance art, dance, music, video, and sculpture that shine a spotlight on unique community-based programs and initiatives. You’ll have plenty of time to renew old acquaintances, meet new friends, and of course, enjoy the food, drinks, and music that make the Big Easy famous.

Meeting Room: TBD