Saturday September 17th

Start / End Time

Session Title & Description


7:30 AM - 8:30 PM
AdNet Days at the Fall Conference

Join your fellow AdNet members for impactful development and donor relations sessions Saturday and joint sessions with your CommA colleagues on Sunday. There will also be networking opportunities at the Saturday evening AdNet Dinner at the Straits Restaurant. The popular optional AdNet Management Session will be held Sunday morning for individuals with at least one direct professional report.

Register now.
$275 for AdNet members | $400 for members that have yet to pay their annual AdNet dues
Due to space limitations, attendance will be limited to 175.



7:30 AM - 5:00 PM
Center for Community Foundation Excellence - Community Foundations Fundamentals

A well-trained staff and a well-informed board are critical to success. Designed for both new and experienced employees, this course will help you master the unique aspects of the field in short order.

“Sold Out”



7:30 AM - 5:00 PM
Center for Community Foundation Excellence - Financial Administration for Community Foundations

By hearing about a hectic day in the life of a typical fiscal manager when nothing goes as planned, you’ll gain an understanding of the many issues unique to community foundation finances and of the resources needed to be effective in your new role. This course is intended for community foundation CEOs, managers, or trustees with fiscal responsibilities, and who are new to finance and fiscal administration. CPAs will earn 15 CPE credits by attending this live-group event.

The Council on Foundations is registered with the National Association of State Boards of Accountancy 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.



7:30 AM - 5:00 PM
Center for Community Foundation Excellence - Resource Development for Community Foundations

Are you responsible for resource development? This course will enhance your understanding of the unique aspects of asset development as they relate to your foundation, foundation funds and gift planning, and donor service concepts and options.



8:30 AM - 4:30 PM
CommA Days at the Fall Conference: Day 1

Your colleagues at CommA have designed a special series of communication and marketing sessions, for both new communicators and those who have been in the field for many years, as a preconference event to this year’s fall conference. Learn about the successful marriage of development and communication, the role community foundations play in today’s news landscape, how community foundations are using crowd sourcing to attract new audiences—and much, much more. There also will be plenty of time to network and discuss perennial subjects like annual reports, social networking, and promoting leadership initiatives. Go to www.commasite.org for more information and details on registration.


4:00 PM - 9:00 PM
Annual CEONet Retreat

Join your community foundation colleagues at the annual 2011 CEONet Retreat, led by internationally acclaimed author, speaker, and business leader Ann Rhoades. Rhoades’ recent book, “Built on Values: Creating an Enviable Culture That Outperforms the Competition,” will form the basis for the retreat. You will learn how to develop and implement your organization’s goals and why it is essential to hire, fire, and reward people based on values.

 



Sunday September 18th

Start / End Time

Session Title & Description


8:00 AM - 1:00 PM
Annual CEONet Retreat: Day 2

Join your community foundation colleagues at the annual 2011 CEONet Retreat, led by internationally acclaimed author, speaker, and business leader Ann Rhoades. Rhoades’ recent book, “Built on Values: Creating an Enviable Culture That Outperforms the Competition,” will form the basis for the retreat. You will learn how to develop and implement your organization’s goals and why it is essential to hire, fire, and reward people based on values. Participants will receive a copy of the book prior to the conference.


8:00 AM - 12:00 PM
CommA Days at the Fall Conference: Day 2

Your colleagues at CommA have designed a special series of communication and marketing sessions, for both new communicators and those who have been in the field for many years, as a preconference event to this year’s fall conference. Learn about the successful marriage of development and communication, the role community foundations play in today’s news landscape, how community foundations are using crowd sourcing to attract new audiences—and much, much more. There also will be plenty of time to network and discuss perennial subjects like annual reports, social networking, and promoting leadership initiatives. Go to www.commasite.org for more information and details on registration.


9:00 AM - 5:00 PM
AdNet Days at the Fall Conference

Join your fellow AdNet members for impactful development and donor relations sessions Saturday and joint sessions with your CommA colleagues on Sunday. There will also be networking opportunities at the Saturday evening AdNet Dinner at the Straits Restaurant. The popular optional AdNet Management Session will be held Sunday morning for individuals with at least one direct professional report.

Register now.
$275 for AdNet members | $400 for members that have yet to pay their annual AdNet dues
Due to space limitations, attendance will be limited to 175.



10:00 AM - 4:00 PM
EXTENDED SITE SESSION: Embracing the Challenges and Opportunities of Rural Philanthropy

Explore the majestic coastal and agricultural lands south of San Francisco. Learn about highly effective conservation efforts, creative environmental education, and safety net and educational issues facing farming communities and their migrant workers. You'll also enjoy a delicious farm-fresh lunch.

Separate registration is required for these sessions. Space is limited.



11:00 AM - 6:00 PM
The L3C - New Opportunities for Community Foundati

The Low-Profit Limited Liability Company (L3C) is a hot topic in the nonprofit sector as it may change the way many social services are delivered. For community foundations, the L3C opens the door to whole new ways to solve problems and create opportunities in their communities while tapping into a wide variety of funding sources. Operating in the space between the nonprofit and for-profit sectors, this type of LLC can bring together a mix of foundations, trusts, endowments, pension plans, individuals, corporations, governmental entities and others in order to achieve social objectives while operating according to for-profit metrics. Just like any LLC, an L3C has the liability protection of a corporation and the flexibility of a partnership. It is uniquely designed to use Program Related Investments and utilize Donor Advised Funds.

This pre-conference event includes lunch and features the following expert speakers: Sanders Davies, Senior Partner, PKF O’Connor Davies, LLP; Ericka Harney, Assistant Director of Development, The Council of State Governments; Robert Lang (moderator), L3C creator, founder of Americans for Community Development, and CEO of the Mary Elizabeth & Gordon B. Mannweiler Foundation; Elizabeth Carrott Minnigh, tax attorney, Buchanan Ingersoll & Rooney PC; Michael Moreland, founder and managing director of SEEDR L3C; Roxanne Phen, Human Capital Analyst, Deloitte Consulting, LLP; John Tyler, Secretary and General Counsel, Ewing Marion Kauffman Foundation; and Rob Wexler, Principal, law firm of Adler & Colvin.

Download the flyer.


1:00 PM - 4:00 PM
Advanced Legal Seminar

A distinguished panel of nonprofit tax law experts discusses two important and timely legal topics of interest to community foundations. The first first presentation will explore common issues encountered by community foundations working with private foundations. The second presentation addresses legal and tax issues that arise when a community foundation permits individuals or groups that are neither staff nor board members of the community foundation to fundraise on behalf of the foundation. Issues addressed will include potential liability and methods to minimize risk and Internal Revenue Service reporting requirements for such fundraising activities.

Continuing Professional Education (CPE) Credits
This course is intended for intermediate to advanced learners. CPAs who participate in this live-group event can earn 2 CPE credits.


The Council on Foundations is registered with the National Association of State Boards of Accountancy 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.


Mandatory Continuing Legal Education (MCLE) Credits
The Advanced Legal Seminar has been approved for MCLE credit by the California State Bar for a total of 2.75 credit hours (note that none of the credits may be claimed for required MCLE in legal ethics, elimination of bias, or the prevention, detection, and treatment of substance abuse or mental illness that impairs professional competence.). For more information, please contact the Council’s legal department at legal@cof.org or 703-879-0713.


Download the agenda.


3:00 PM - 6:00 PM
CEO and Trustee Workshop: Building a Sustainable Values-Based Culture

As community foundation leaders, CEOs and trustees know that a winning, engaged culture is a critical component for organizational success. Join this interactive workshop where Ann Rhoades will engage foundation leaders in thoughtful, provocative discussions on how to implement a values-based model within their foundations, engage and empower staff and board members in this model, apply it to the communities foundations serve, and make it sustainable.



4:00 PM - 6:00 PM
FAOG Annual Business Meeting and Dinner

Business Meeting: 4-6 p.m in Yerba Buena Ballroom Salon 14 & 15
Dinner: 6:30 p.m. Waterfront Restaurant, Pier 7 The Embarcaduro

Connect with your FAOG colleagues at the annual meeting and networking event!

 



5:00 PM - 6:00 PM
Network! Get the Most Out of the Fall Conference

Network! is a primer on the keys to meeting people and successful relationship development to advance your professional, personal, and conference goals. The workshop will help attendees at all levels advance their skills to meet and engage others, especially people from different backgrounds.

View the Power of Networking introductory video from John Kobara.


6:00 PM - 7:00 PM
Newcomers reception in Community Central

Please meet fellow grantmakers, get acquainted with the program and our exhibitors as you enjoy delicious hors douvres and drinks!

Sunday, September 18, 6-7 p.m.
Golden Gate Ballroom, B2 Level



6:30 PM - 9:00 PM
ProNet Annual Meeting and Dinner

Join us for ProNet’s 2011 Annual Meeting and Dinner at Lulu Restaurant, located just one block away from the conference hotel at 816 Folsom Street. Network with ProNetters from across the country and—in keeping with the theme of the fall conference—step forward together into the future.

In addition to you, our featured guest will be Laura Efurd, Vice President and Chief Strategy and Innovation Officer at San Francisco-based ZeroDivide, who will briefly speak about social media and social change.

Register now and you’ll automatically be entered for a chance to win a free iPad! If using the online donations page, please enter "PRONET" in the "If Other" field and the name(s) of the person(s) attending in the "Person, Message or Instructions" field. The cost is $25 for members and $40 for nonmembers. You can mail a check to Jackie Mahoney, The Community Foundation for the Greater Capital Region, 6 Tower Place, Albany, NY 12203.

 

 



Monday September 19th

Start / End Time

Session Title & Description


8:00 AM- 9:30 AM
Monday Breakfast Plenary: Rehabilitating the Classroom: A Candid Discussion of Education Reform

The United States is losing ground in education as peers across the globe zoom by with bigger gains in student achievement and school graduation rates. The education reform movement is challenged by many factors: lack of sufficient funding, restrictive agreements with some teachers’ unions, and alternatives to public education. Listen to a number of important voices in this dialogue: a former public school administrator, a teacher, a principal, and a parent as they share their perspectives on solutions and hear how community foundations can make a significant difference in the lives of many.


9:30 AM- 12:00 PM
SITE SESSION: Stepping onto American Soil through the Western Gate

A key pathway to immigrant integration is through civic participation. It actively engages newcomers in community problem solving, leadership development, and democratic practice. Visit two immigrant enclaves in the Mission District and Chinatown neighborhoods, where community leaders of key immigrant-serving organizations—along with program officers of the Silicon Valley Community Foundation and the San Francisco Foundation—will describe the issues they address.


9:30 AM- 12:00 PM
SITE SESSION: UCSF at Mission Bay: Promoting Health, Education, and Economic Development in the San Francisco Bay Area

The University of California, San Francisco, is the only institution in the 10-campus state system dedicated exclusively to the health sciences. Tour the unique 57-acre campus and see how it is serving the community by promoting civic engagement; fostering community health and well-being; and enhancing the environment for education, research, employment, and patient care.



10:00 AM- 11:30 AM
Becoming a Networked Nonprofit

Social media has broken free from the marketing and fundraising silos and is changing how nonprofits deliver programs, lead, manage, and even govern. Beth Kanter, one of the most influential women in technology, will show you what Networked Nonprofits do to create and adopt a networked mindset and organizational culture.


10:00 AM- 11:30 AM
Festival of Innovation - Creating New Partnerships

Are Affiliate Funds in your Present or Future?  How Can You Make Those Relationships Profitable?    
Creative and innovative ways that community foundations can provide services that support and grow affiliate partners and add value to the affiliate relationship.               

How can corporations partner with community foundations to develop philanthropy program infrastructure and create sustainable global impact?
Learn how a visionary company, Juniper Networks, is taking on the toughest challenges facing our communities and changing the world by connecting everything and empowering everyone through innovative programming and strong partnerships.                                                                                  



10:00 AM- 11:30 AM
Guerilla Marketing: Right vs. Left Brain

Some fundraisers approach their work with right brain functions: relationships, "big picture," and imagination. Some of our colleagues use left brain functions: logic, facts, information, and science. With any given donor and on any given day, one approach may yield better results. Learn how and when to use either one.



10:00 AM- 11:30 AM
More than Rearranging the Deck Chairs: Aligning Staff/Resources for Community Impact

Learn how three community foundations of varying asset sizes have organized themselves to ensure maximum community impact. Hear how they are moving a community agenda by applying a combination of skills and tools, including grants from discretionary funds, engaged donors, policy expertise, creative financing, and sophisticated communications.


10:00 AM- 11:30 AM
Navigating the Silos: Community Foundation Strategies for Aligning and Leveraging Public Funds

Many community foundations are facing new opportunities to leverage their grantmaking with public funding targeted to revitalize local economies post-recession. Learn how foundations can use their financial and intellectual capital for systemic change in workforce development approaches traditionally offered to low-skilled adult workers. Probe how your foundation can become a significant economic player if your community is searching for a more contemporary workforce development strategy for unemployed and underemployed adults.


10:00 AM- 11:30 AM
Proactive inclusion of persons with Disability: An Overlooked Form of Diversity

According to the U.S. Census Bureau, one out of every five Americans—19 percent of the United States population, or more than 54 million people—has a disability. When we think about diversity and inclusion, we do not always think about disability status, and yet foundations can exert great leadership and influence to ensure that the nonprofit organizations we support are aware, understanding, and proactively addressing the need for inclusion of persons with disabilities.  


10:00 AM- 11:30 AM
Trustee Leadership: Where Are You on the Continuum?

A panel of foundation leaders will discuss the community foundation’s role as leader—convener, advocate, researcher, lobbyist. Learn about community foundations’ unique role in risk management.


10:00 AM- 11:30 AM
Which Spending Policy is Best for Your Endowment or Foundation?

Several spending rules and hybrids can help foundations meet traditional preservation (or growth), budgetary stability, and intergenerational equity goals. But no rule can simultaneously maximize all three; a spending rule must best reflect each goal’s relative importance to ensure the foundation meets its obligations and reliably serves its beneficiaries.


12:00 PM- 1:30 PM
Monday Lunch Plenary: Pledge to Lead by Example

The Giving Pledge is an effort to invite the wealthiest individuals and families in America to commit to giving the majority of their wealth to the philanthropic causes and charitable organizations of their choice either during their lifetime or after their death. Hear from individuals who have taken the Giving Pledge and find out how they are fulfilling this monumental obligation.


1:30 PM- 2:30 PM
Addressing Chronic Absence: Using Attendance Data to Mobilize the Community

Community foundations are perfectly positioned to drive solutions to chronic absenteeism. Learn why attendance is important to school success (even at young ages), how the issue has helped one community foundation bring together local partners, and how a new peer network of community foundations will help participants deepen their impact.


1:30 PM- 2:30 PM
All Thumbs: Conquering Fear of Social Media

Feel behind the curve on Twitter, Foursquare, and QR Codes? You’ll be instructed to download specific apps to your smart phone before the session and to practice using them for the remainder of the conference. Help will be available!

Download instructions for this course.



1:30 PM- 2:30 PM
Leveraging Women's Collective Giving for Your Community Foundation

The collective Giving Movement is sweeping the nation. Women in particular are attracted to this new form of engaged philanthropy. Meet professional and volunteer leaders in collective giving and explore strategies to harness the power of women's collective giving for your community foundation.


1:30 PM- 2:30 PM
Open Space



2:00 PM- 6:00 PM
Community Foundation Basics for Board Members

Do you know all of the roles and responsibilities of a community foundation board member? Designed for both new and continuing board members, this workshop looks at the full spectrum of community foundation functions, with a specific emphasis on the board’s role in effective governance.


2:30 PM- 4:00 PM
Beyond Grants: Civic Engagement for Community Problem-Solving

Problems facing communities are becoming too complex to be addressed by experts alone, so those experts are inviting more citizen involvement in devising solutions. Community foundations are increasingly playing a role by facilitating community conversations and inviting residents to help set funding priorities. But how do these efforts work and should they be integrated more robustly into community foundations' missions? Explore these questions, share your stories, and learn from other community foundations that have engaged citizens in successful community problem-solving efforts.

 



2:30 PM- 4:00 PM
Can Community Foundations Really Embrace Social Justice Philanthropy?

In this highly interactive session, participants will find solutions to some of the challenges of incorporating social justice philanthropy into community foundation work.  Questions addressed will include: What is social justice philanthropy?  What implications does social justice philanthropy have for a grantmaker’s strategic planning, fundraising, grantmaking procedures, community-involvement efforts, and investments?



2:30 PM- 4:00 PM
Failure as a Learning Opportunity

Trustees and CEOs know that making a big impact usually entails taking risk and that unforeseen problems often complicate even the best plans.  What they also need to understand is that failure presents a powerful learning opportunity for leaders who are willing to face it honestly and openly.  Attendees will hear how leading foundations have built a culture of institutional learning from a willingness to face and understand why things go wrong.


2:30 PM- 4:00 PM
Festival of Innovation - Using Technology and Data to Deepen Programmatic Work

$ + TECH = Impact²  --  There’s an app for that!
How to deepen program investments in community-driven, game-changing mobile applications and a suite of other new technology strategies.                                  

How can following the money strengthen policy and advocacy efforts?
Examples of using campaign contributions of legislators to shine a light on special interests that may support or oppose specific bills. Working with a national nonprofit whose mission is to illuminate the connection between money and politicians, serving as a money and influence tracker, lead data source, and information distributor.  
                                                         



2:30 PM- 4:00 PM
From Collaboration to Collective Impact

Cross-sector collaborations aren’t new, but what are the critical factors that enable collaborations to achieve meaningful impact? Discuss how community foundations can catalyze large-scale social change. Hear from practitioners about their successes and challenges launching and implementing collective impact efforts.


2:30 PM- 4:00 PM
Investment Performance and Strategy Update

This session will review performance results and strategy through June 30, 2011, from the community foundation investment survey. The session will also cover various approaches to constructing peer groups and provide an update regarding the results of top-performing community foundations as identified in last year’s session.


2:30 PM- 4:00 PM
New Approaches for Family Philanthropy

Compare and contrast two foundations’ converging strategies to grow assets and steward donors through family philanthropy programs. One strategy converted existing private family foundations to donor advised funds; the other, a donor services-driven strategy, helps existing donor families discuss issues of wealth, values, and legacy around philanthropy.


2:30 PM- 6:00 PM
Reaching Multicultural Audiences: Beyond the Politically Correct

Community foundations must connect with increasingly diverse audiences to fulfill their missions. In this two-part session, gain tools to measure your inclusiveness efforts, and share tactics, best practices, and challenges so that your foundation can better reach diverse populations by embracing inclusiveness from the inside out.


4:30 PM- 6:00 PM
Can Community Foundations Engage on Tough Issues? A Case Study in Justice Reform

With rising corrections costs crowding out funding for community needs, the New Hampshire Charitable Foundation recently spurred action on corrections system reforms. Hear about lessons learned, the foundation’s role in passage of the reforms, and the risks that prevent community foundations from taking on controversial policy issues.


4:30 PM- 6:00 PM
Facilitating Conversations and Managing Conflict

Differences are a normal part of family, business, and organizational life. When ignored or avoided, these differences can easily escalate and have negative consequences. Learn how to effectively use yourself in conflict situations.  Take away practical models and tools to increase your skills in your family foundations and in your life.


4:30 PM- 6:00 PM
HR Essentials: What You Need To Know Now To Mitigate Risks

Your organization’s myriad human resources challenges often can seem daunting and overwhelming. You’ll not only learn about solutions to key HR issues during this session—you’ll also hear about new legal requirements  and discover which HR practices are experiencing increased scrutiny and enforcement.   



4:30 PM- 6:00 PM
Impact Investing: Deepening Impact and Donor Engagement

Community foundation impact investing is building a track record and spurring innovation. Hear practitioners offer a “state of the field,” describe learning action networks and resources for staff and trustees, and profile The Greater Cincinnati Foundation’s Donor Advised Fund product as a development strategy and investment policy that engages donors in impact investing with a portion of their funds.



4:30 PM- 6:00 PM
Nonprofit Accounting Updates

How do the new and pending accounting standards apply to community foundations? Get an update from an expert in the nonprofit field.


4:30 PM- 6:00 PM
Public/Private Partnerships on Behalf of Hartford Children and Families

This presentation highlights a partnership to improve the quality of early childhood services in Hartford, Connecticut through the development of a citywide Blueprint, the creation of a municipal Office for Young Children; an alignment of public policies; the creation of neighborhood hubs for services; and the emphasis on parent leadership. 


6:00 PM- 7:00 PM
Global Philanthropy Program Reception

Fulfilling your grantmaking goals across borders can be quite challenging. Join your grantmaking colleagues to learn how the Alliance for International Giving can help you meet your cross-border grantmaking goals. The reception is open to all attendees. Contact Isabelle Mack (macki@cof.org or 703-879-0747) for more information.

After the reception, we invite you to a dinner screening of Inside Islam: What a Billion Muslims Really Think (www.insideislam.tv), produced to promote peace and create dialogue among Americans, Muslims in America, and the world—through the media. The event is free, but registration is required. Contact Evelyn Gibson (evelyn.gibson@cof.org or 703-879-0691) to register.



6:00 PM- 7:00 PM
Happy Hour in Community Central



7:00 PM- 10:00 PM
Monday Night at the Movies- Inside Islam: What a Billion Muslims Really Think

"Inside Islam" explores the expertly gathered opinions of Muslims around the globe as revealed in the world’s first major opinion poll, conducted by Gallup, the preeminent polling organization. Focused on the issues of gender justice, terrorism, and democracy, the film presents this remarkable data deftly, showing how it challenges the popular notion that Muslims and the West are on a collision course.


Tuesday September 20th

Start / End Time

Session Title & Description


8:00 AM- 9:30 AM
Tuesday Breakfast Plenary: Keep Your Friends Close and Your Competitors Closer

The competition for the philanthropic dollars from high-net-worth individuals is intense and ever expanding. In addition to for-profit gift funds, new players have emerged from the financial services industry, nonprofits, and even other community foundations. What can community foundations learn from others in this dynamic marketplace in order to succeed?


10:00 AM- 11:30 AM
Creating a Fab Board . . . Governance Rocks

What steps should your community foundation take to create a board that will take it to the next level? Discover opportunities and strategies to enhance board member identification, recruitment, orientation, accountability, and effectiveness.


10:00 AM- 11:30 AM
Federal Grants—Accept or Pass?

Through a discussion of experiences, both positive and less than optimal, organizations with experience in the federal grant arena will share lessons learned at their foundation. You will acquire an understanding of factors to be considered before applying for or accepting federal grant money.


10:00 AM- 11:30 AM
Festival of Innovation - Raising Money in New Ways

What are easy and fun ways to get volunteers to help raise endowments?                                  
“You want me to do what?” Getting the board and other volunteers organized and out the door to support endowment building is not as hard as it sounds. Here are a few simple ways to get your board to have fun, build relationships, and grow endowments.

How can we partner with family foundations? Let Me Count the Ways
From co-funding community initiatives, to working with a family’s next generation, to converting private foundations to donor-advised funds—you’ll hear about several options.  


10:00 AM- 11:30 AM
IRS Form 990 Reporting—It’s Not That Bad

Join an expert in tax-exempt status for an approachable, in-debt analysis of the IRS Form 990. Learn about specific reporting requirements of compensation, grantmaking, activities across the U.S. border, transactions with interested persons, and related organizations.


10:00 AM- 11:30 AM
Maximizing Match Days and More: Making the Most of Collaborative Grantmaking

Donors can draw upon community foundation staffs’ depth of knowledge and breadth of experience to inform their grantmaking decisions. But foundations and donors can also work as partners to most effectively invest in the community. Explore ways that community foundation staffs use their knowledge of donor interests and technology to make impactful grants together.


10:00 AM- 11:30 AM
Refresh, Renew, and Get Bold: Updating Your Branding and Positioning

Community foundations of all sizes compete in the crowded marketplace of high-concept corporate branding. Your brand connects your target audiences with your core values—and it’s much more than your logo. Learn from foundation professionals and a branding expert about how they’ve re-tooled and repositioned brands with positive results.


10:00 AM- 11:30 AM
Responding with the Head, not the Heart: Informed Disaster Grantmaking Strategies

More community foundations are being called upon to go global with their grantmaking. Most often this happens when a major disaster hits: Needs are huge, and the drive to respond immediately is strong. While cutting a check to a well-known relief organization is a simple way to respond, strategic disaster grantmaking is a much more complex and challenging enterprise. Explore the continuum of disaster response grantmaking—prevention, short-term relief, and long-term recovery.


10:00 AM- 11:30 AM
Washington Update

Receive an update on what’s happening in Washington, D.C., and hear the outlook for legislative activity in a primary election year. You’ll also learn how engaging with policymakers at the federal, state, and local levels can be a game-changer for your community foundation.



12:00 PM- 1:30 PM
Tuesday Lunch Plenary: Virtual Realities

Community foundations are asked to tackle complex multi-sector social issues on a daily basis. What can we learn about how to think and solve these issues in a more creative way and how to harness not-your-typical-resources to solve them? Think outside the box with the leadership of Singularity University, an interdisciplinary university whose mission is to assemble, educate, and inspire leaders to better understand how exponentially advancing technologies (such as biotechnology, supercomputing, nanotechnology, robotics, and communications technologies) can address humanity’s grand challenges.


1:30 PM- 2:30 PM
Open Space



1:30 PM- 5:00 PM
SITE SESSION: Safety Net Services Making a Difference: The Bay View Hunters Point Community of San Francisco

The recession has left many of the Bay Area’s most vulnerable families unable to meet their basic survival needs. More than one-fifth of residents live below the poverty line; unemployment rates exceed 19 percent; and the area has the highest infant mortality rate of the city and county of San Francisco. Yet nonprofit organizations are providing critical services to community residents. On this excursion, learn about health care as a safety net service for individuals and families.



1:30 PM- 5:00 PM
SITE SESSION: Tackling Large-Scale Community Issues through Public-Private Partnerships

Take a ride across the Bay to Oakland to see public-private partnerships in action. Visit Youth Uprising, hailed as a model youth development center that was created through a unique public-private partnership, tour the facility, and learn about an effort between funders and the school district that is transforming the educational landscape in Oakland.


2:30 PM- 3:30 PM
CEO 360° Dialogue

Bring your burning issues to the table and have a SWAT team of your CEO colleagues give you uncensored advice, new perspectives, and potential resolutions. Table discussions will allow for multiple participants to get guidance and pointers from a varied mix of peers.


2:30 PM- 3:30 PM
Festival of Innovation - Strengthening Community Investments and Building Assets

How can I get  the very best from my Investment Committee and Consultant?
Good governance and financial stewardship -- What are practical ideas for sourcing strong investment committee members? What questions should I ask when conducting an onsite investment consultant due diligence trip?                                                     

What is “impact investing?”
Why should you consider adding MRI’s and PRI’s to your community foundation “tool kit”.  Learn how to use mission-related investing and program-related investments to strengthen community impact. 



2:30 PM- 3:30 PM
Impact through Policy: Making Change via Public Policy Engagement

Learn about steps a small or large community foundation can take to incorporate public policy within its philanthropic toolbox—through direct advocacy and grantmaking—to improve the quality of life locally and beyond. Presenters will share a case study and Web-based tool to demonstrate how to start down this path.


2:30 PM- 3:30 PM
Minding Your Business: A Bicoastal Perspective on Corporate Giving

Explore successful models of engaging corporate philanthropy from an urban and a nonurban context.  A panel will offer how-to advice and best practices to attract, serve, and maximize impact for corporate clients of all sizes. Hear steps to success and lessons learned from two different viewpoints.


2:30 PM- 5:30 PM
Options in Operations Software: Who Is Doing What and Where Are They Going?

There is confusion in the field about options and strategies for the software we use to run our core operations. MicroEdge, Blackbaud, Stellar, and Bromelkamp will present their current offerings as well as their plans for enhancements and new platforms. You will have an opportunity for Q&A with each vendor.


2:30 PM- 3:45 PM
Partnerships with Social Innovation Fund Intermediaries

Learn more about the many partnerships between community foundations and the 2010 Social Innovation Fund (SIF) intermediaries. Then, after getting an update on the recently announced 2011 SIF intermediaries and the sub-grantee process, break into small groups to discuss the best way to form social innovation partnerships with the intermediaries.


4:00 PM- 5:30 PM
Beyond Tweeting: Social Media and Grantmaking Strategies to Amplify Social Impact

Curious about how to support your grantees in making the most of tools like Twitter, Facebook, and YouTube? Join ZeroDivide, social media guru Beth Kanter, and funder colleagues to get a handle on how grantees and funders are using these groundbreaking tools to generate impact—and measure it. 


4:00 PM- 5:30 PM
CEO and Trustee 360° Dialogue

Bring your burning issues to the table and have a swat team of CEO and trustee duos give you uncensored advice, new perspectives, and potential resolutions. Table discussions will allow for multiple participants to get guidance and pointers from a varied mix of peers.


4:00 PM- 5:00 PM
Festival of Innovation - Mobilizing Older Adults to Address Community Needs: Learnings from the Community Experience Partnership

The diverse group of community foundations participating in the Community Experience Partnership (CEP) have discovered innovative approaches to addressing community needs by taking advantage of the “experience dividend” and mobilizing older adults. This session will highlight the work and learnings from two community foundations, the Grand Rapids Community Foundation and the Oregon Community Foundation, as they implement ambitious programs to reduce homelessness (Grand Rapids) and improve early childhood development (Oregon), with older adults as key resources.


4:00 PM- 5:30 PM
Fiscal Sponsorship: The Legal Rules

Can a community foundation receive charitable contributions that it will re-grant for a community health fair if the fair is not run by a charity? Can it accept contributions from a golf tournament for a new charity that has not yet received recognition of its public charity status? What do you need to know before you respond? Learn about fiscal sponsorship models and legal rules you need to consider before serving as a fiscal sponsor.


4:00 PM- 5:30 PM
From the Brink to the Edge: The Game-Changing Potential of Guidestar’s DonorEdge

Following the 2005 publication of “On the Brink of New Promise,” a collaboration of future-oriented community foundations has emerged in the DonorEdge Learning Community. This community comprises a growing number of community foundations of various ages and asset sizes from across the United States that have embraced GuideStar’s DonorEdge as a way to deliver 21st century solutions to donors and community stakeholders who seek results-oriented philanthropy. A panel of CEOs will share their experience.


4:00 PM- 5:30 PM
Listening to Your Donors: What Donors Can Teach You About Your Community Foundation

This interactive session highlights foundations that have used comparative feedback from their donors. What did they learn? What did they do differently as a result? What does new research tell us about how community foundations can be more strategic in their donor-focused work?



4:00 PM- 5:30 PM
Mixing the Messages: Donors vs. Community

Does the notion of being donor-centric conflict with the idea of addressing complex community issues over the long term? Does a focus on endowment conflict with the idea of helping donors make a difference during their lifetimes? Explore how community foundations communicate seemingly conflicting messages—and how we might do it better.


4:00 PM- 5:00 PM
Realigning Resources to Grow Corporate Philanthropy

In 2008 Silicon Valley Community Foundation created a new department charged with enhancing and expanding the community foundation’s work with corporations. Explore the methodology utilized to establish this unique department and the lessons learned through the foundation’s work with more than 40 corporations whose funds total $86 million.


5:30 PM- 6:30 PM
Community Foundations and Global Philanthropy – What’s Going on Right Now?

Discuss what’s happening at the busy intersection of community foundations and global philanthropy. Learn about the new Community Foundation Global Grantmaking Network and trends within the community foundation field in Africa, Asia, and elsewhere.


7:00 PM- 8:30 PM
Evening Networking Event @ San Francisco Museum of Modern Art



Wednesay September 21st

Start / End Time

Session Title & Description


7:30 AM- 8:30 AM
Wednesday Continental Breakfast Buffet



8:30 AM- 10:00 AM
Building Community Resilience

Community foundations are taking the lead with civic engagement programs that focus on addressing common challenges, like disaster preparedness. Participation from diverse communities is being emphatically sought to increase interaction, collaboration, and social capital building. One Nation, in conjunction with federal government and private foundation partners, will seed and catalyze inclusive civic engagement in local communities to build preparedness programs.


8:30 AM- 10:00 AM
Filmanthropy: Using Films To Advance Your Mission

Films are exceptionally effective tools to crystallize important social issues, inspire individual action andcatalyze change. This session will consider how to commission relevant documentaries, and more rapidly and cheaply --how to incorporate existing films into your public education, outreach and development efforts. Examples will be provided, as well as a tool kit for any non-profit.


8:30 AM- 10:00 AM
Informed, Engaged Communities through Journalism and Media Grant Making

No social change is possible in the dark. Yet the digital revolution has disrupted local news and information flows. This session will walk you through a new publication, "Journalism and Media Grant Making: Five Things You Need to Know, Five Ways to Get Started." Also, Round IV winners in the Knight Community Information Challenge will be announced. 



8:30 AM- 10:00 AM
Leverage: How Community Foundations are Seeing Impressive Results by Funding Advocacy

Funding advocacy, organizing and civic engagement helps foundations give voice to underserved communities and achieve beneficial policies. The National Committee for Responsive Philanthropy produced seven regional reports documenting the return on investment for funding these strategies. Community foundation leaders will share their stories of funding successful policy advocacy efforts.


8:30 AM- 10:00 AM
Mission Priority: Investing in Nonprofit Leadership

With limited unrestricted grantmaking, the Ventura County Community Foundation’s Center for Nonprofit Leadership is a platform for its mission, strengthening local nonprofits struggling to cope with dramatic change. Leveraging its strategic priorities, the Center is launching online career planning, Leadership 2.0 offerings, and broader engagement with nonprofit leaders around community needs. Learn about the strategies and how they advance the community foundation's mission.


8:30 AM- 10:00 AM
Once Upon a Time: Reaching beyond Your Windows through Storytelling

We used to sit around a fire and tell stories to pass on our history, beliefs, and life lessons. With the advent of the printing press, we left storytelling to the professionals. In a digital world, individuals and organizations again have the power to share stories, but we are centuries out of practice. Return to your storytelling roots and learn how telling stories allows nonprofits to raise awareness of work in their communities, create greater transparency, and connect across the world.


8:30 AM- 10:00 AM
Public-Private Partnerships: A Successful Model Exemplified through a Veteran Support Initiative

Learn practical strategies for building communication, collaboration, and coordination with public, private, and governmental partnerships in your community. You will be given a template designed for a military support initiative that takes you beyond the traditional role of grantmaker and into the role of convener, coalition-builder, and community leader.


8:30 AM- 10:00 AM
Technology Trends 2011—A Brave New World

The proliferation of Web access via phones and tablets has raised expectations for information exchange. Learn how to keep pace—and keep your stakeholders informed. Hear about methodology to evaluate outsourcing technology solutions that can be integrated into your foundation’s operations.


10:30 AM- 12:00 PM
Wednesday Closing Brunch Plenary: A Balancing Act

In this era of deficit reduction at both the state and federal levels, what is the role of community foundations in sustaining local programs? We will discuss a national framework, which will provide a context for this debate but dig into the issues facing many on the state, regional, and local levels.