San Francisco Regional

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2008 Calendar

"The combination of technical info with a compassionate approach was excellent."
Barbara Doolittle
2007 Regional Conference Participant
The Jonas Family Foundation, CA
Member since 2000

March 27-28
San Francisco, CA

Thank you to everyone who joined us in San Francisco.

Foundations 101
Thursday, March 27

Evaluating Impact
Thursday, March 27

Investment Essentials
Friday, March 28

Investments: Beyond the Basics
Friday, March 28

On Thursday evening, Wall Street Without Walls hosted a reception at the Federal Reserve. See presentation on Foundation Mission Investing:
Community Development and Partnership Potential

THURSDAY, MARCH 27

FOUNDATIONS 101
- Speaker Bios and Contact Info
- Legal Basics
- Presentation

ASF resources that complement this program:
- Basics of Proposal Review
- Keeping Good Records
- Legal Essentials
- Administration Essentials for Small Foundations
- How Technology Can Help You Manage Your Foundation
- New Foundation Guidebook

Attended Foundations 101? Tell us what you thought!

EVALUATING IMPACT
- Speaker Bios and Contact Info
- Evaluating Impact Presentation
- Evaluation Handouts

Attended Evaluating Impact? Tell us what you thought!

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FRIDAY, MARCH 28

INVESTMENT ESSENTIALS
Investment presentations cannot be posted online. If you attended the program and did not receive a copy of the handouts, please email ASF or contact the presenters directly (see contact info below)
- Attendees received a copy of the ASF Primer Creating a Strategy and Plan for Your Foundation’s Investing
- Speaker Bios and Contact Info
- Investment Glossary
- Moderator Jeff Leighton's presentation on Who Does the Work?
- Socially Responsible, Mission-Related and Program-Related Investing

Attended Investment Essentials? Tell us what you thought!

INVESTMENTS: BEYOND THE BASICS
Investment presentations cannot be posted online. If you attended the program and did not receive a copy of the handouts, please email ASF or contact the presenters directly (see contact info below)
- Attendees received a copy of the ASF Primer Creating a Strategy and Plan for Your Foundation’s Investing
- Speaker Bios and Contact Info
- Investment Glossary
- Socially Responsible, Mission-Related and Program-Related Investing
- Ron Temple, Lazard Asset Management, mentioned two articles on the Mortgage and Credit Crises during his presentation: Clarifying the Mortgage Crisis and Credit Market Crisis

Attended Investments: Beyond the Basics? Tell us what you thought!

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