Late Afternoon Sessions, October 7
3:30 – 5:00 p.m.
Amp Up Your Impact With Program Related Investments
By furthering innovation, attracting capital to underserved communities, and addressing critical needs, program related investments (PRIs) maximize foundation dollars and achieve big impact. New and veteran PRI makers will learn about the art, science, and newest applications of PRIs.
Presenters: Peter Berliner, Mission Investors Exchange, Seattle, WA, and Caryn Sachs, Erich & Hannah Sachs Foundation, Sonoma, CA
Building a Portfolio: Asset Allocation, Risk, and Return
Risk and return have new meanings in the post–2008 world. Learn the fundamentals of investment management and the skills necessary to apply them in an era of uncertain financial markets.
Presenters: Richard Grzymajlo, Fund Evaluation Group, LLC, Cincinnati, OH, and Lenore Hanisch, Quixote Foundation, Seattle, WA
Changing World, Changing Roles
The world is changing, with scaled-down social services, the shift to a service economy, and the ubiquity of social media. Add your voice to this multimedia, multiperspective dialogue and ponder the future of philanthropy.
Presenters: Henry Berman, Association of Small Foundations, Washington, DC; Melissa Bradley, Tides, San Francisco, CA; Stephen Haber, Stanford University, Stanford, CA; Ruth Jones, Social Venture Partners, Seattle, WA; Joanne Reisser, Charity Navigator, Glen Rock, NJ; and Michael Smith, The Case Foundation, Washington, DC
Finding Focus: A Tale of Two Foundations
Finding a focus for your foundation can be one of the most challenging, yet powerful, steps toward increasing your impact. Learn two ways to focus and get results.
Presenters: Jeff Glebocki, The Raymond John Wean Foundation, Warren, OH, and Pam Howell-Beach, Stranahan Foundation, Toledo, OH
Leveraging Corporate Citizenship to Build Stronger Communities
Explore how corporate citizens in communities of all sizes are partnering with foundations and other nonprofits to benefit their employees, customers, and communities at large.
Presenters: Dinah Dittman, Kaiser Permanente, Oakland, CA; Juanita Garcia, GenCorp Foundation, Sacramento, CA; Floyd Keene, The Triple EEE Foundation, Deerfield, IL; Salvador Menjivar, One Pacific Coast Foundation, Oakland, CA; and Tom Raffa, RAFFA, P.C., Washington, DC
Market Outlook: Greener Pastures Ahead?
Hear about issues and trends in the financial world that are relevant to foundation investing, including expert thoughts on current market volatility and where the economy is headed.
Presenters: Ron Florance, Wells Fargo Bank, N.A., Scottsdale, AZ, and Andrew Keene, KeeneOnTheMarket.com, Chicago, IL
Planning for SUCCESSion
It’s always a good time to think about succession—whether your foundation is old or new, family or independent, staffed or not staffed. Learn how to plan for continuity, when and how to seek help, how to set aside adequate time to plan well, and questions to address as you prepare.
Presenters: Armando Castellano, Castellano Family Foundation, San Jose, CA; Anne Gunsteens, The J. Willard and Alice S. Marriott Foundation, Bethesda, MD; Holli Rivera, Intentional Philanthropy, Bethesda, MD; and Claire Solot, The Marcled Foundation and The Bigglesworth Family Foundation, San Francisco, CA
Salon: Conversation on Leadership in Small Foundation Philanthropy
Presenter: Andy Carroll, Association of Small Foundations, Washington, DC
Stretch Your Imagination: How to Make Creative Grants Legally
Gifts to individuals, loans to nonprofits, grants to for-profits, grants to organizations in other countries: Can you do that? Yes, you can!
Presenter: Andrew Schulz, Foundation Source, Fairfield, CT
Technology Tool Shop: Foundant Technologies
Presenter: Daren Nordhagen, Foundant Technologies, Bozeman, MT
Using Film to Move Mission: Bully
Join us for a discussion of how to use film to move your mission in and beyond the movie theater. We’ll watch clips from the critically acclaimed film Bully, a documentary that follows the lives of students who face bullying on a daily basis. The film premiered at last year’s Tribeca Film Festival. Engage in a thought-provoking discussion with the film’s director and an educator in the field. Session designer: Media Impact Funders
Presenters: Lee Hirsch, Bully, New York, NY; Vince Stehle, Media Impact Funders, Philadelphia, PA; and Jack Weinstein, Facing History & Ourselves, Hayward, CA