Saturday, September 20, 2008
Check out select ASF resources related to Saturday's sessions.
7:45 – 8:45 a.m. Membership Breakfast
Understanding Sessions:
101 Core Skills Sessions geared to newer trustees and staff who want to learn the essentials of foundation operations.
201 Special Topics Sessions for attendees of all experience levels, addressing topics of special interest to small foundation trustees and staff.
301 Inspired Philanthropy Sessions geared for more experienced trustees and staff, ready to expand their roles and renew their passion.
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9:00 – 10:30 a.m. Early Morning Sessions
101 A Guide to the 990-PF & Common Mistakes to Avoid
Amost everyone, including the IRS, acknowledges that the 990-PF tax return is a complex form to file. An estimated 25% of 990-PFs are filed with errors! Familiarize yourself with this important public document and learn the mistakes to avoid.
SPEAKERS
• Tom Blaney, Partner, O'Connor, Davis, Munns & Dobbins LLC, New York, NY
• Michael Fontanello, Partner, Fontanello, Duffield & Otake, LLP, San Francisco, CA
201 Evaluating the Impact of Your Grantees
As grantmakers, you want to know that your grantees have an impact. But where to start? Learn how to help your grantees evaluate their work and, in turn, help you understand their impact. This session will focus on learning together with your grantees as a way to gain insight into their success – and yours!
SPEAKER
• Susie Quern Pratt, Consultant, SQP Consulting, Chicago, IL
201 Put Your Money Where Your Mission Is: Program Related, Mission Related & Socially Responsible Investing
Learn about three techniques that offer social benefits as well as financial returns for your foundation – all when money meets mission. Tap into the full power of your foundation’s assets for even greater impact on the issues and communities you care about.
SPEAKERS
• Debbie Kobak, Foundation Market Strategist, Mission Based Deposits, ShoreBank, IL
• Marc Norman, Vice Presiden, Deutsche Bank, NY
• Art Stevens, Relationship Manager, Calvert Foundation, MD
301 Cutting-Edge Philanthropy
What's hot in philanthropy these days? Learn how pioneering foundations are leading, partnering, advocating and measuring success in innovative and strategic ways.
MODERATOR
• Aaron Dorfman, Executive Director, National Committee for Responsive Philanthropy, Washington, DC
SPEAKERS
• Rob Greenlee, Executive Director, Greenlee Family Foundation, CO
• Tamra Ryan, Executive Director, Women's Bean Project, CO
• Lisa Nitze, Vice President of Development, Ashoka: Innovators for the Public, VA
• Mary Stranahan, Trustee, The Needmor Fund, MT
101 Steering the Ship: Good Board Management
What are the ways to best manage the work of your board? Does your foundation have key documents, policies, and plans in place? From board orientation manuals to succession plans, hear how fellow trustees set up their boards for success.
SPEAKERS
• Rick Moore, President, CEO & Trustee, Linda Pace Foundation, San Antonio, TX
• Anne Morgan, Consultant, Norman, OK
201 Youth on Board
It’s not always easy to kindle a charitable spirit in children of the Information Age, especially if you find the Internet daunting. How can you cultivate the youthful spirit of the next generation? How can you bring together young relatives from across the country on a project? Meet teens from a foundation that successfully engaged its youth and navigated a path for future generations' involvement.
SPEAKERS
• Ingrid Fox, Board Member, Frieda C. Fox Family Foundation, Studio City, CA
• Jamie Semel, Junior Board Member, Frieda C. Fox Family Foundation, Studio City, CA
• Katie Marcus Reker, Junior Board Member, Frieda C. Fox Family Foundation, Studio City, CA
• Kylie Semel, Junior Board Member, Frieda C. Fox Family Foundation, Studio City, CA
MODERATOR
• Dana Marcus, Executive Director, Frieda C. Fox Family Foundation, Studio City, CA
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10:45 a.m. – 12:15 p.m. Late Morning Sessions
201 Stretching Your Imagination: How to Make Creative Grants Legally
Get the scoop on gifts to individuals, loans to nonprofits, and more. “Can we do that?” you ask. Yes, you can! Many grantmaking tools not commonly used do qualify for your annual 5% distribution.
SPEAKER
• Andrew Schulz, Deputy General Counsel & Managing Director, Governance, Council on Foundations, Arlington, VA
201 Bet on Leadership
What makes a good leader? Among your grantees, how can you assess leadership capabilities and foster strong leaders? Discuss these questions and explore the connection between a strong leader and an organization's effectiveness.
SPEAKER
• Doug Bauer, Senior Vice President, Rockefeller Philanthropy Advisors, New York, NY
201 The Who, What & How of Implementing Your Investment Program
Hiring, firing, and fees, oh my! The majority of ASF members work with professional investment advisors or consultants to manage their investments. How do you select the right professional for your foundation and evaluate their performance? If they're not working out, how do you let them go?
SPEAKERS
• David Burleigh, Trustee, Burleigh Family Foundation, Cincinnati, OH
• Bruce Conley, Trustee, Second Chance Foundation, Naples, FL
• Robert Dow, Senior Vice President, Northern Trust Corporation, Chicago, IL
• Marlene Fluharty, Executive Director, The Americana Foundation, Novi, MI
• James Leckinger, Vice President, Northern Trust Corporation, Chicago, IL
101 Legal, Ethical & Prudent Investment Practices
Successful foundations don't have effective investment strategies by chance. Their success depends on a disciplined strategy implemented by prudent trustees, investment committees, and boards. This session will show you how to develop a disciplined process and will give your organization the tools to succeed regardless of investment environment.
SPEAKER
• Ketih Swanson, Senior Vice President – Investments, Citi Institutional Consulting, Des Moines, IA
301 The Value of Family in Philanthropy: Making the Case
Be part of the National Center for Family Philanthropy's year-long dialogue to articulate the unique value that family involvement adds to philanthropy. What are the greatest challenges facing donor families? What are the greatest opportunities? How might these challenges and opportunities change in the next decade? What are your hopes for the future of your family’s philanthropy? Participants in this highly interactive session will receive the executive summary of NCFP’s research report prepared for a national summit on September 11.
SPEAKER
• Ginny Esposito, President, National Center for Family Philanthropy, Washington, DC
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12:15 – 1:30 p.m. Closing Luncheon
A Family Speaks: Gene Steuerle and Lynne Steuerle Schofield
Gene Steuerle along with his two daughters Lynne Steuerle Schofield and Kristin Steuerle Swanson started Our Voices Together to remember and honor their wife and mother who died in the September 11 tragedy. Our Voices Together is a network that seeks to promote the vital role of people-to-people efforts to help build better, safer lives and futures around the world. The organizations in the network have generated good from tragedy by building schools in Afghanistan, clinics in Uganda, homes in Latin America and in many other ways make a positive difference as living memorials to those they lost.
1:00 – 6:00 p.m. Outdoor Excursion: Experience Colorado
What better way to cap off your 2008 National Conference than by joining fellow attendees for an outdoor adventure led by Phoenix Multisport, a Boulder-based nonprofit founded by ASF next generation member Scott Strode of The Woods Charitable Foundation.
Rock climbing – Beginners welcome!
Denver offers easy access to one of the most well-loved top rope climbing areas in the state – Table Mountain or “The Golden Cliffs.” To access the climbs, we’ll hike uphill for 15-20 minutes to a beautiful view of downtown Denver. There, Phoenix Multisport team members and staff will orient us, and we’ll have the opportunity to climb multiple routes of varying degrees of difficulty. Anyone wanting to watch, but not climb, is welcome!
Hiking
Together with team members and staff from Phoenix Multisport, we’ll visit a scenic nearby park offering a variety of easy to strenuous trails. Depending on the size of the group, we may split up, with some going on a longer, more challenging hike, and others enjoying a leisurely stroll.
Please note
Details are subject to change based on registration numbers and weather. All participants will receive a detailed list of what to bring in advance of the conference.
About Phoenix Multisport
Phoenix Multisport fosters a supportive, physically active community for individuals who are recovering from substance abuse and those that choose to live a sober life. Through pursuits such as climbing, hiking, running, swimming, road and mountain biking, and other activities, they seek to help their members develop and maintain the emotional strength they need to stay sober. The active community that is created by Phoenix Multisport provides the opportunity for addicts to redefine themselves as athletes.
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Pre-Conference >>
Thursday, September 18 >>
Friday, September 19 >>
Saturday, September 20
