e ponent philanthropy

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1 e ponent philanthropy Conference 2018 NATIONAL PHILADELPHIA SEPTEMBER #EXPHIL18 1

2 2018 NATIONAL Conference Join more than 1,000 funders September in Philadelphia for three days of knowledge sharing, skill building, and making connections that will refuel your passions, foster relationships, and inform your giving. The National Conference offers timely and relevant educational content for staff, donors, and trustees at all levels of experience and serves all types of foundations (including independent, family, and community foundations) as well as individual donors, and philanthropic families. View sample agendas for various roles, levels of experience, and types of funder on our conference website. EXPONENTPHILANTHROPY.ORG/NATIONAL e ponent philanthropy 2

3 The premier event for foundations with few or no staff, philanthropic families, and individual donors 1

4 CONFERENCE highlights OPENING PLENARY From Biases to Stengths Featuring Suzanne Barakat, M.D. We all have implicit biases, but what happens when they drive hatred, leading to bullying or worse, crime? Learn how in the aftermath of tragedy, Dr. Suzanne Barakat nurtured alliances and created a foundation that continues to strengthen and empower her community to face and hopefully prevent further adversity. We are honored to have Dr. Barakat, board chair of Our Three Winners Foundation, as the opening speaker. The plenary session will be held Friday, September 28, at 9:30 AM. FIRST-PERSON PERSPECTIVES An hour of the first day of the conference is dedicated to peer presentations on the transformative work they are doing in their communities. Participants choose to browse the Hall of Outsized Impact or join a session room to hear other funders tell their stories. BIG IDEA CONVERSATIONS Lean funders play key roles in bringing big ideas to life in their communities. Hear one of three stories of systemic change: EXHIBIT HALL Our exhibitors are some of the most knowledgeable experts in the field of philanthropy. Their work with organizations like yours gives them insights into the field that can benefit all of us. Whether you re looking to purchase their services or not, we encourage you to chat with them about a current challenge or find out what their vision is for the future of philanthropy. Exhibitors as of 5/1/2018: Aeris Glenmede Bernstein GMA Investing in Game Changers Blackbaud Moss Adams Harnessing the Power of Collaboration Bromelkamp National Philanthropic Using Data to Strengthen Civic Engagement Fidelity Common Grant Charitable Foundant Technologies Foundation Source 2 Trust PEAK Grantmaking PKF O Connor Davies SunTrust TPI Trillium Vanguard

5 CONFERENCE schedule NOTE ABOUT 2018 NATIONAL CONFERENCE SESSIONS: Sessions are designated as 101, 201, or 301. Here s what to expect from each: 101 Fundamentals Assumes participants have limited or no prior knowledge of or experience with the subject 201 Application Focused on building on or enhancing participants existing knowledge of a subject through analysis, practice implementation, and/or deeper learning 301 Thought Leadership Engages participants experience/expertise in strategic, innovative, and/or complex subjects THURSDAY, SEPT 27 FRIDAY, SEPT 28 PRECONFERENCE PROGRAMS 9:00 am 4:00 pm Trustee Leadership Seminar Additional fee; preregistration required 9:00 am 4:00 pm Authentic Conversations in Philanthropy Additional fee; preregistration required 1:30 4:00 pm Next Gen Fellows Service Project For current and former fellows only 2:00 4:00 pm Mural Arts Walking Tour Additional fee; preregistration required 2:00 4:00 pm Coffee and Conversation at The Monkey & The Elephant Additional fee; preregistration required 4:00 4:45 pm Newcomers Orientation 4:00 8:00 pm Registration Open 5:00 6:00 pm Connections Mixer 5:00 7:00 pm Next Gen Convening Additional fee; preregistration required 8:00 9:30 am Breakfast and Exhibit Hall Grand Opening 9:30 10:30 am Opening Plenary featuring Dr. Suzanne Barakat Board Chair, Our Three Winners Foundation 10:45 11:45 am First-Person Perspectives Visit The Hall of Outsized Impact or attend one of these member story sessions: Creative Approaches to Community Foundation Asset Development Diverse Voices: Adding Community Members to a Family Foundation Board Fostering Diversity, Equity, and Inclusion Through Grantmaking Hi Ho! Off to Court We Go Impact and Succession Planning: They re Related? Making a Shift from Transactional to Transformational Grantmaking Using Funder Networks to Maximize Your Scope and Impact 12:00 1:00 pm Plenary Lunch, by Funding Area 6:30 8:00 pm Dinner and Conversation at Rooster Soup Co. Additional fee; preregistration required 1:15 2:30 pm Early Afternoon Sessions A Governance Tune-Up 101 3

6 CONFERENCE schedule cont. Change Up Your Questions: Align Your Grantmaking Process With Your Values and Vision 201 Cybersecurity Is More Than Just a Password 101 Hiring and Managing Great Staff 101 Making the Case for EquityAdvancing Grantmaking 201 Ramping Up Your Impact: Overcoming Obstacles 101 1:30 4:30 pm Site Visit: Immigrant Communities Thriving 2:30 3:00 pm Break in Exhibit Hall 3:00 4:15 pm Late Afternoon Sessions Building a Mission-Aligned Investment Portfolio: From Concept to Reality 101 Engaging With Local Media to Increase Impact and Support Democracy 101 7:30 8:45 am Breakfast in Exhibit Hall 8:45 9:45 am Morning Plenary 9:45 10:15 am Break in Exhibit Hall 9:45 am 12:00 pm Site Visit: Sustainable Urban Development for All 10:15 11:30 am Morning Sessions 10 Tips for Filling Out Your Form 990-PF 101 Equity, Real Costs, and Impact Getting Ready for Evaluation as a Process for Continual Learning 101 Maximize Your Impact When Saying Goodbye 201 Moving From Idea to Initiative Why and How to Invest in Nonprofit Talent 201 How Client Feedback Can Improve Philanthropy 301 Limited Resources, Unlimited Possibilities :00 1:30 pm Plenary Lunch and Member Meeting Mapping Your Ecosystem for Greater Impact 301 Reducing Barriers and Strengthening Diversity, Equity, and Inclusion in Youth Philanthropy 1:45 3:00 pm Afternoon Sessions 201 4:30 6:00 pm Opening Night Reception 5:30-7:00 pm Chair s Reception for Donors 6:30 pm Dine-Arounds 4 SATURDAY, SEPT 29 Effective Leadership: Lessons From the World of Improv 101 Ensure Your Grantee s Organizational Strategy Includes a Revenue Strategy 201 How Grassroots Initiatives Can Have Global Reach and Impact 201 Ignore the Market s Ups and Downs! Develop Targeted Returns 201 Integrating Feminism Into Philanthropy 201

7 Perpetuity or Spend-Down: Not a Binary Decision 301 Self-Dealing and Conflicts of Interest 101 The Essentials of Donor Advised Funds 101 The Local Impact Investment Opportunity 201 3:00 3:30 pm Break in Exhibit Hall 3:30 4:45 pm The Big Idea: Catalyzing Change Investing in Game Changers Harnessing the Power of Collaboration Using Data to Strengthen Civic Engagement 5:00 6:00 pm Free Choice Take time to refresh before the evening event or select from a handful of activities. 6:30 8:30 pm Host Night Reception at FringeArts SUNDAY, SEPT 30 7:30 8:45 am Breakfast Plenary 8:45 10:00 am Early Morning Sessions: Behavioral Finance: What s Your Investor Personality? 101 Philanthro-Ethics: Developing Your Self-Awareness as a Funder 301 Ready, Set, Engage! Crafting Interactive Learning Agendas 201 Technology for Better Grantmaking 101 Turning Today s News Into Tomorrow s Grants 201 When Troubling Financials Lead to Creative Grantmaking :30 11:45 am Late Morning Sessions: Engage the Right Talent at the Right Time to Maximize Grantmaking Impact 201 Gender Norms: Understanding Their Impact on Your Giving 101 Moving Ahead With Advocacy and Policy: A Hands-On Workshop 201 Unique Giving Strategies to Spark EconomicDevelopment :00 1:30 pm Closing Luncheon Plenary 5

8 CONFERENCE registration & venue REGISTER NOW AT E X P O N E N T P H I L A N T H R O P Y. O R G / N AT I O N A L REGISTRATION FEES MEMBERS NONMEMBERS Through June 15 $995 $1395 After June 15 $1095 $1395 Your registration fee includes breakfast and lunch on Friday, Saturday, and Sunday, as well as networking receptions as outlined in the schedule. The registration fee does not include your hotel reservation. 6 PARTICIPANT ELIGIBILITY AND GUIDELINES Exponent Philanthropy programs are open to foundation donors, trustees, and staff; individual donors; donor advised fund holders; members of giving circles; board and staff of philanthropic support organizations; and Exponent Philanthropy sustaining and professional partners. Exponent Philanthropy programs are not open to solicitors and/or grantseekers.

9 VENUE AND ACCOMMODATIONS CANCELLATIONS AND SUBSTITUTIONS PHILADELPHIA MARRIOTT DOWNTOWN DATE OF CANCELLATION REFUND POLICY 1201 Market Street, in the heart of Center City, Philadelphia s central business district On or before August 8 Full refund minus $75 processing fee August 9 August 30 50% refund minus $75 processing fee On or after August 30 Nonrefundable (215) Please submit all substitutions or cancellations via to info@exponentphilanthropy.org. Registration fees and travel costs associated with trainings like this conference may be counted toward your foundation s 5% distribution requirement. Consult your professional advisor to discuss your specific circumstances. 7

10 special thanks We are grateful for the generous support of our conference sponsors and sustaining partners. 8

11 Host Committee I am really excited to not only showcase the vibrant and world-class city that is Philadelphia, but I am also looking forward to providing participants with an up-close look at some of the neighborhoods and nonprofits that are the fabric of our diversity, civic engagement, and social change movements. Jennifer Leith, The Alfred & Mary Douty Foundation Host Committee Chair Exponent Philanthropy thanks and recognizes the following individuals and organizations for serving on our 2018 National Conference Host Committee: JENNIFER LEITH Host Committee Chair The Alfred and Mary Douty Foundation LOUIS BECCARIA Phoenixville Community Health Foundation ELIZABETH CHRISTOPHERSON The Rita Allen Foundation LISA DUGAN Union Benevolent Association VALERIE V. GAY The Barra Foundation SIDNEY HARGRO Philanthropy Network Greater Philadelphia JOY HORWITZ The Woods Charitable Foundation CHRISTINA KIND The Patricia Kind Family Foundation FARRAH PARKES The Valentine Foundation KAREN RACE Claneil Foundation HULDAH ROBERTSON Glenmede TERESA RODGERS The Presser Foundation JENNY SNYDER Grace S. & W. Linton Nelson Foundation Special thanks to our foundation supporters as of 5/1/18. Draper Richards Kaplan Foundation The Patricia Kind Family Foundation Neubauer Family Foundation Phoenixville The Presser Foundation The Rita Allen Foundation William Penn Foundation Community Health Foundation 9

12 e ponent philanthropy 1720 N Street NW Washington, DC exponentphilanthropy.org Join us for the largest gathering of small-staffed funders this year! EXPONENTPHILANTHROPY.ORG/NATIONAL NONPROFIT U.S. POSTAGE PAID PERMIT #201 DULLES VA