Boston, MA
John Hancock Conference Center

Thank you to everyone who joined us in Boston! 

Please see below for additional handouts and resources for:

Tuesday, October 27
990-PF Tax Seminar
Foundations 101
Getting to Impact: From Vision to Strategy

Wednesday, October 28
Investment Essentials
All in the Family
Evaluating for Impact

Thursday, October 29
Investments: Beyond the Basics
Legal Essentials
Identifying Winning Nonprofits

A Special Thank You to Our Premier Program Sponsor

990-PF Tax Seminar

Agenda
Speaker Bios
990-PF Tax Seminar Handouts
Overview of Donor-Advised Funds Handout

Additional ASF Resources:
Primer Series: Tax & Legal

Foundations 101

Agenda
Speaker Bios
Foundation 101 Handouts

Additional ASF Resources:
ASF Publications: The Foundation Guidebook
Primer Series: Essential Primers - The 101 Series

Getting to Impact: From Vision to Strategy

Agenda
Speaker Bios
Getting to Impact PPT
Getting to Impact Workbook
Theory of Change

Additional ASF Resources:
Primer Series: Getting to Impact Primers

WEDNESDAY, OCTOBER 28 

Investment Essentials

Agenda
Speaker Bios
The Foundation's Investment Policy
Building Your Portfolio: Asset Allocation, Risk & Return
Socially Responsible Investing
Effective Board Decisions
How to Get & Use the Best Advisors

Additional ASF Resources:
Primer Series: Investments Primers  

All in the Family

Agenda
Speaker Bios
Values Edge Color Guide
Communications Ground Rules Handout
Family Dynamics Handout
Transition Planning - Handout 1
Transition Planning - Handout 2
Family System vs. Business System Handout
Three Circle Model Handout
Action-Planning Worksheet
Additional Resources

Additional ASF Resources:
Primer Series: Succession & Family Issues Primers

Evaluating for Impact

Agenda
Speaker Bios
Evaluating for Impact PPT
Evaluating for Impact Workbook
Theory of Change
Member Voice: The Fledgling Fund

Additional ASF Resources:
Primer Series: Getting to Impact Primers

THURSDAY, OCTOBER 29

Investments: Beyond the Basics

Agenda
Speaker Bios
New Perspectives on Risk Management: Theory & Practice
Behavioral Finance: Why We Make Irrational Investment Decisions
Rebalancing: Why & How to Use It
Indexing: Using Equity Benchmarks
Investing in Alternatives

Additional ASF Resources
Primer Series: Investments

Legal Essentials

Agenda
Speaker Bios
Foundations in Context
Private Foundation Rules
The Rules in Action - Case Studies
A Stroll through the Grantmaking Cycle
Sample Grantmaking Forms

Additional ASF Resources
Primer Series: Tax & Legal Primers

Identifying Winning Nonprofits

Agenda
Speaker Bios
Nonprofit Lifecycles Handout
Nonprofit Lifecycles Case Studies
Financial Detective PPT
Financial Detective Handout Packet
Financial Detective - Case Study 1
Financial Detective - Case Study 2
Identifying (and Sustaining) Strong Nonprofit Leaders PPT
Due Diligence Tool

Additional ASF Resources:
Primer Series: Grantmaking Primers

Location
John Hancock Hotel & Conference Center
40 Trinity Place
Boston, MA  02116
(617) 933-7700
www.jhcenter.com

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Attendee Guidelines
This program is open to trustees and staff of grantmaking foundations. 

All ASF programs are a non-solicitation environment.


Each seminar or other event sponsored by ASF is open exclusively to foundation trustees and staff in good standing with ASF, and the attendance of all other parties shall be within the sole discretion of ASF. Attendance at ASF seminars or events is not automatic and/or guaranteed until ASF confirms a member's good standing and thereafter confirms its or their right to attend in writing.

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Photo Release
ASF will, from time to time, use photographs/video of program attendees in its promotional materials. All attendees of ASF events acknowledge that they may be photographed/videotaped by ASF or its official photographer/videographer while at the event and that the photographs/video may be used in future print and electronic promotional materials. If you do not wish your likeness to be used in this way, please contact asf@smallfoundations.org or (888) 212-9922 within 48 hours of conclusion of the event.