9 months ago



LEADING TOGETHER SCHEDULE SUNDAY, APRIL 26 CONCURRENT SESSIONS 1:45 pm – 2:45 pm Golden Gate C2 B2 Level Data and Diversity…Gaining Momentum Join the D5 Coalition and several partners to explore tools for standard, streamlined demographic coding, to hear stories about the impacts, challenges and opportunities of collecting, sharing, and using demographic data, and to share your ideas about how best to employ these new practices. CONCURRENT SESSIONS 1:45 pm – 2:45 pm Yerba Buena Salon 1/2 Lower B2 Level Working in Partnership with Donors for Greater Impact (CPE) Come learn how your foundation can leverage donor partnerships to achieve greater impact. This session will use the San Francisco Foundation Program Related Investment Fund (PRI) as a case study for leveraging donor relationships. The PRI Fund, launched in 2009 with a $5 million pool from its endowment, was opened to donors in 2014 after an extensive research process involving focus groups. Donors have already increased the fund by 75 percent, allowing the Foundation to increase its impact. LEARNING LAB 3:30 pm – 4:30 pm Council Central La Cocina La Cocina works with low-income women and immigrant entrepreneurs as they launch, grow, and formalize successful food businesses. The organization’s vision is that program participants become economically self-sufficient and contribute to a vibrant and diverse economy doing what they love to do. Learn more about this dynamic organization while enjoying tasty creations. If you enjoy this event, learn more about the Site Session to La Cocina. CONCURRENT SESSIONS 3:30 pm – 4:30 pm Golden Gate C1 B2 Level The Elephant in the Family Room: What are You Doing with Your Corpus – Family Foundations The business of achieving good with one’s wealth has never been easy, yet we are at a unique moment in time where our money can do much more. There has been a proliferation of new investment vehicles and approaches, which make this more possible. For family foundations, new generations are showing greater interest in aligning investments with values and using all of their assets to achieve their mission. The pathways family foundations take in learning about these options and the sometimes hard conversations that need to take place beforehand will be the focus of this session. Family foundation members will share stories about grappling with, identifying and clarifying core family (and foundation) values that could inform this new direction. Session participants will learn about strategies to align program and investment goals, have facilitated discussions on ways to approach impact investing and will take away tools to inform these critical, exciting conversations back home. CONCURRENT SESSIONS 3:30 pm – 4:30 pm Golden Gate C3 B2 Level Cutting Edge Civil Society Strategies Across the country and globe, new models are emerging to harness greater public engagement in civil society. Programs featured include matching private sector professionals with public agencies, mobilizing hundreds of volunteers to work on city priorities, an international effort to use data to motivate and inform civic action, and a new cross-sector network created to solve a region’s challenges. Speakers will offer insights into the unexpected outcomes and challenges of these efforts and their thoughts about what’s on the horizon in this arena. Audience members will have a chance to engage directly with speakers through smaller-group conversations after the initial panel discussion. 22 Council on Foundations 2015 Annual Meeting |

HOPE AND OPPORTUNITY IN A DESTABILIZED WORLD SUNDAY, APRIL 26 SCHEDULE #COFAnnual #Philanthropy Scholarships: Unique Challenges and Issues (CLE) The Council’s legal team receives countless inquiries about scholarships, which are important activities for many family, community and corporate foundations. Although general rules and IRS requirements apply to all foundations, each foundation type is presented with their own unique challenges. In this session, Council attorneys Bryan Del Rosario and Suzanne Friday will address some of the more unique Member issues such as corporate participation on scholarship selection committees, citizenship requirements, changing selection criteria, and payment for student expenses beyond tuition and books. CONCURRENT SESSIONS 3:30 pm – 4:30 pm Golden Gate C2 B2 Level Seizing Opportunities for More Strategic Collaboration: The Post-2015 Sustainable Development Agenda Whether your foundation is focused on international grantmaking or engaging closer to home, it is important to get a sense of the agreements that will be reached this September in New York - by all the world’s governments - about the priority pathways to well-being and prosperity for people across the planet. There are currently 17 Sustainable Development Goals that are being negotiated between now and September, and foundations are joining with the business sector and civil society organizations to ensure governments negotiate responsibly and are being held accountable for achieving these ambitious goals. This session will start with an overview of the goals for those who want top-line information, and then drill down into specific opportunities for your foundation to engage. We will include highlights from country launches in Kenya and Colombia, and themes of hemes of education, economic development, womens rights and empowerment, sustainable cities and peace building. CONCURRENT SESSIONS 3:30 pm – 4:30 pm Yerba Buena Salon 1/2 Lower B2 Level The Foundation Center will also offer a preview of, a new multi-year initiative to enable foundations to track broad trends in international development funding; explore foundation and government funding at the country level for specific issues and populations; and identify potential funding partners. Participants will leave with new ideas about how to leverage their own funding for the causes they care most about. Impact Investing and Community Foundations: What Have We Learned So Far? Impact investing and mission investing allow foundations to use more of their assets to create positive social change. This session will focus on how community foundations can employ these approaches in their work. Community foundations that are well-versed in impact and mission investing activities will provide insight into how they began this work and what they have learned in the process. CONCURRENT SESSIONS 3:30 pm – 4:30 pm Nob Hill C/D Lower B2 Level One Thing Cross Sector Collaborations Need, But Few Have For decades, individuals and organizations have been trying to solve our greatest challenges through siloed solutions. More recently, we have seen significant growth in the use and diversity of models of cross sector collaboration, in part, because as Albert Einstein recognized, “The significant problems we have cannot be solved at the same level of thinking with which we created them.” CONCURRENT SESSIONS 3:30 pm – 4:30 pm Nob Hill A/B Lower B2 Level Some of these efforts are able to create meaningful collaborations and drive measurable impact, while others end up doing more co-blab-orating, than collaborating. So what differentiates high-impact cross sector collaborations? And what roles can Foundations play in supporting their success? Through independent research and observation, the Presidio Institute has identified cross sector leadership skills that effective leaders and collaborations use in their practice. Because cross sector collaborations operate outside of traditional methods of authority and accountability, a key component of this work is building teams. In this session, we will explore the importance of developing trust, managing power dynamics and conflict, and fostering an innovative culture to successfully build alliances to solve problems and achieve shared goals. | Council on Foundations 2015 Annual Meeting 23

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