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Monday, April 8

Title

Speakers

Description

Innovation in Funding Disaster Response

Brad Ward
Director, Community Philanthropy, Council on Foundations

Donna Callejon
Chief Business Partnerships Officer and Director, Disaster Recovery Network, GlobalGiving

 

Last year, hundreds of thousands of people across the United States (and more around the world) found themselves affected by fires, floods, storms, and earthquakes of historic magnitude, from Lynn, Massachusetts, to Weatherford, Texas, and Anchorage, Alaska.

67% of donors want to give to local organizations, yet when a disaster strikes, recovery efforts led by people who live and work in affected communities can be overlooked and underfunded. And large relief organizations often can’t guarantee that donors’ funds will be used for the purpose they intended.

We believe that people who live and work in impacted communities know what’s needed, and they intend to be there long after the media trucks and temporary relief workers are gone.

So why does this dynamic persist? A new reality is achievable. Here’s what you’ll hear in this session:
• Stories of local organizations accessing new resources and gaining influence in crisis response efforts.
• How Facebook’s Crisis Response Program seeks to empower local community actors.
• How to ensure that crowdfunding campaigns are safe and that the money given will be used for the purpose intended

 

Working with Professional Advisors After the Tax Cuts and Jobs Act

Frank Horrell
Director of Professional Advisor Development, Community Foundation of Greater Memphis

 

The Tax Cuts and Jobs Act of 2017 (TCJA) has fundamentally changed tax planning strategies and how it effects charitable giving. We need to educate professional advisors on the significant advantages of having their clients open a DAF with a community foundation after these changes.

We will cover:
• Reasons that a DAF will increase donors charitable giving even though they donate less.
• With the increase in the standard deduction charitable contributions could possibly decline. So, what can taxpayers do to retain the tax deductibility of their donations?
• Why donors should “bunch” or “bundle” their charitable giving to a DAF.
• Why choose a DAF over donating to individual charities?
• Why YOU should care about working with Professional Advisors (PA) and they with YOU.
• Other things to discuss with PAs:
o QCDs
o At death – why use a DAF to facilitate all your charitable giving
o Estate and gift tax exemption to $11.4 million. Testator can create a DAF during lifetime in the name of one or more heirs or friends.
• What type of PA is best to meet with?
• What should you discuss and how best to meet with PAs?

Building Grantees’ Capacity for Endowment Fundraising: First Do No Harm

Erin McQuade-Wright
Vice President, Development and Donor Services, Greater New Orleans Foundation

Kellie Chavez Greene
Director, Nonprofit Leadership and Effectiveness, Greater New Orleans Foundation

Richard Martinez
Senior Program Officer, Greater New Orleans Foundation

 

Endowment and Board Restricted Reserve Challenges. A cross-department effort, the presenters will describe how they worked with each other and a family legacy donor advised fund to assess and resign the program and grantmaking strategy for maximum impact and return on donor intent. The presenters will share how they engaged the next generation of family members, and recast the scope of the funding to make it more relevant to family, foundation, and nonprofits.

The case study will transparently share the short-comings of an established donor advised fund endowment challenge and how we transformed this effort to a successful and relevant initiative which re-engaged the family members, created synergies across our foundation, and drew on best practices in endowment and reserve building, as well as nonprofit effectiveness.

Saving a Community Theater Through Collaboration

Susie Nelson
Executive Director, Community Foundation for the Ohio Valley

 

 

 

A historic theatre that unites a community in a struggling downtown closed its doors in 2007. Hear how a community came together to formulate a plan to bring back this downtown gem through volunteerism, collaboration, and a vehicle for charitable giving.

Stewardship 2.0: Increase Donor Engagement While Growing Unrestricted Assets

Gloria Duryea
Stewardship Officer, Coastal Community Foundation of South Carolina

Helen Wolfe
Stewardship Officer, Coastal Community Foundation of South Carolina

 

 

 

Outstanding stewardship is a key component in building strong donor relationships and maintaining long-term donor engagement. In this session, the development and stewardship team of Coastal Community Foundation of South Carolina will describe how they used donor feedback from a comprehensive donor perception report to address specific donor requests and areas of opportunity.

As a team, they designed a brand-new relationship review system that provides donors with a report of their contributions, annual grantmaking, lifetime grantmaking and legacy plans.

The team will also describe how they’ve used this relationship review system to increase contributions to the Foundation’s Community Partnership Program for community leadership engagement, encourage donors to either make annual grants or engage in lifetime membership in field of interest funds, engage successor advisors and grandchildren in ‘next generation’ programming, and segment donors for education programs. The team will share templates and handouts with attendees.

Formula for Managing Complex Change

Karl Samp
Executive Director, Brainerd Lakes Area Community Foundation, A CommunityGiving Partner Foundation

 

 

 

 

 

This session, consistent with the theme of the conference, will look at a formula for managing complex change (Theory of Change) and how it can help foundations in transition. This session will provide attendees with the tools to take the information back home for use within their organization or community.

The formula looks at five aspects of managing change: shared vision; skills; incentives: resources; and action plan/action, with the components of each explained. Attendees will have a chance to think about their own foundation and assess their own strengths and challenges around the formula, and what they might do to better prepare for the changes they are facing.

The presenter has over 20 years of working in/with foundations as both staff and a consultant. In his consulting work, he worked with both communities and nonprofits, including foundations, in organizational effectiveness, including identifying the impact of change and how to manage it in a positive manner.

The session fits perfectly with the overall theme of the conference, and helps boards and staff adapt as foundations grow, add staff, adapt to changes in focus and growth strategies within the foundation, as well as in their communities.

Donor Advised Funds — Legal Developments and Advocacy

Robin Ferriby
Senior Counsel, Clark Hill PLC

 

 

 

 

 

Join Robin Ferriby as he discusses the latest legal developments and how they relate to donor advised funds. Robin’s unique background will not only look at the latest legal issues related to DAFs, but also advocacy in this space.

Tuesday, April 9

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Description

Plenary Session: First Things First — Setting the Table for Diversity Among Donors

Jilla Tombar
Corporate and Foundation Partnerships Officer, Greater New Orleans Foundation

 

 

 

 

 

Jilla Tombar of the Greater New Orleans Foundation discusses strategies for increasing board and donor diversity and nurturing African American philanthropy in your your communities.

Everything You Wanted to Know About Supporting Organizations

Christy Eckoff
Managing Director, Philanthropic Counsel, The Community Foundation for Greater Atlanta

 

 

 

 

 

What’s this thing called a supporting organization (SO’s) – the complexities and nuances of supporting organizations can be extremely confusing and intimidating.

SO’s are often the best solution for donors and can be the best way to ensure donor intent and the donor’s desire for investment and grant making flexibility. How can a community foundation best examine supporting organization opportunities and determine if this is the best solution? SO’s can also provide a unique business opportunity for community foundations so the pricing and business model for providing SO’s will also be addressed.

Make Supporting Organizations a strong part of your offerings and increase the impact out to your community.

Why Should Donors Choose You? How to Make Your Community Foundation Hard to Resist

Jenna Goodman
Founding Partner, Generous Change

Nancy Jackson
Founding Partner, Generous Change

 

 

 

 

 

How do you attract funds away from big-brokerage DAFs? By making a compelling value proposition! You know your community best, you are making real change where you live.

Generous Change is collecting success stories from community foundations, large and small, urban and rural, around the country. We’ll present inspiring case studies, share the elements of stories that attract donors, and work with you to craft your own.

Plenary Session: Giving Black — A Portrait of Black Philanthropy

Bithiah Carter
President and CEO, New England Blacks in Philanthropy

Phillip Lanham, CAP
Vice President, Donor and Private Foundation Services, Greater Cincinnati Foundation

Robert Killins
Director, Special Initiatives, Greater Cincinnati Foundation

 

 

 

 

 

 

 

Black philanthropy has been deeply ingrained in our culture from the time we arrived on American soil. Greater Cincinnati Foundation (GCF), in collaboration with New England Blacks in Philanthropy (NEBiP), has released the Giving Black: Cincinnati research report.

The study explores the role of philanthropy in the Greater Cincinnati black community, highlighting the opportunities and perspectives of black donors. It also provides recommendations to more purposefully connect with their significant giving.

Join Robert Killins of Greater Cincinnati Foundation and Bithiah Carter from New England Black Philantrhopy for this thought-provoking discussion on the report and key takeaways learned from the study.

Fee-for-Services Offerings to Enhance Philanthropic Impact

Ashley Cash
Director, Consulting and Management Services, Silicon Valley Community Foundation

Lisa Barr
Director, Philanthropic Entrepreneurship, Silicon Valley Community Foundation

 

 

 

 

 

 

 

 

 

Over the past six years, Silicon Valley Community Foundation (SVCF) has developed a suite of consulting services to enhance the impact of its donors and the larger philanthropic community – including individuals, corporations and other nonprofits. This session will provide an overview of establishing, honing and growing a fee-for-service offering in your foundation.

SVCF’s suite of services include supporting competitive grantrounds for donor advised funds, benchmarking studies for corporate social responsibility programs, back-office support for other foundations and more. You will receive a step-by-step guide on what you should think about if you would like to establish a consulting arm in your organization.

We will explore topics that include what services you could provide, who your customers are and what your process will be to deliver those services.

SVCF will also share some case studies from their client engagements that highlight how these fee-for-service offerings drove impact that would not have been possible within SVCF’s standard funds.

How to Create an Army of Professional Advisor Advocates

Emma Penick
Senior Director, Gift Planning and Advisor Relations, The Boston Foundation

Megan Hathaway
Professional Advisor Relations Officer, The Boston Foundation

 

 

 

 

 

 

 

 

 

 

 

Increasingly, professional advisors are speaking to their clients about philanthropy and guiding their decisions on appropriate vehicles to make impactful change. By equipping advisors with the right tools and resources, you’re helping them to develop deeper relationships with their clients and you are able to have additional allies sharing your work. But what are the right ways to build a team of trusted professional advisors? How do you help turn professional advisor advocates into referrals for a healthy donor pipeline?

It starts with your core professional advisor community. This group is the inner circle that knows your Community Foundation well and serves as an advocate to their clients and colleagues. They also serve as a sounding board offering advice on how to shape products, services, and marketing to best meet the needs of professional advisors. Beyond these networks, there are associations, firm presentations, marketing, and strategic 1:1 meetings. How do you prioritize what to focus on in the professional advisor world with a lean professional advisor team?

Wednesday, April 10

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Speakers

Description

A ‘Detached and Disinterested Generosity’: Gifts, Acceptance Policies, Donors and Your Foundation

Bryan Del Rosario, Esq., FCEP
Staff Counsel, Council on Foundations

 

 

 

 

 

 

 

 

 

 

 

 

 

The Supreme Court in Commissioner v. Duberstein (1960) stated the word ‘gift,’ under the tax laws, means a transfer that “proceeds from a ‘detached and disinterested generosity . . . out of affection, respect, admiration, charity or like impulses.” Whether a particular transfer is a gift is a question of fact to be decided on a case-by-case basis.

With Duberstein and the various charitable tax laws and regulations applicable to community foundations, when gifts are offered, foundations should first determine whether it can accept, and if it does, how that gift fits within the foundation’s charitable mission.

This legal session will explore the various non-cash donations a community foundation may be presented with. From real estate to closely held business interests, art, as well as non-traditional assets like promissory notes and minerals, the focus will be on acceptance considerations, valuation, and the income or excise tax consequences that may arise from accepting these types of gifts

10 Life Hacks for Small Community Foundations

Chris Quaka
President and CEO, Benton Community Foundation

Eric Hozempa
CEO, Longmont Community Foundation; 2019 AdNet Conference Chair

 

 

 

 

 

 

 

 

 

 

 

 

 

This session will provide practical tips on on doing more with a smaller foundation. How you can innovate, use technology, and volunteers to effectively grow your small foundation, run a grants and scholarship process, and participate in community initiatives all with a small staff. Eric and Chris welcome your questions and look forward to an interactive, informative and fun session.

New MegaDonor Archetypes — A Study of the Donors From the Giving Pledge

Jamie Phillippe, CFRE
Vice President, The Alford Group

Sharon Tiknis
Executive Vice President, East Division Manager, The Alford Group

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

High net worth individuals are growing in number and are increasingly in the public eye. Some are inclined to give, and their support can make a transformational difference. But how do they approach these decisions? And what might all donors see in the examples set by these high-profile, high-impact donors? New research by analyzes the first-person statements of 150+ billionaire households taking part in the Giving Pledge since 2010. We’ll share the key take-aways, including profiles of five new Megadonor Archetypes, and discuss the implications of this research and what it means for growing philanthropy.