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| Events 2004-2005 Calendar At-A-Glance Thursday,
November 18, 2004, 1:00-3:00pm Monday,
December 6, 2004, 3:00-4:30pm Wednesday,
December 8, 2004, 9:30am-12:30pm Tuesday,
December 14, 2004, 3:00-4:30pm March
17, 2005 April
7, 2005, Noon-2:00pm April
15, 2005, 9:00 am -5:00 pm April
18, 2005, 2-3:30pm (Repeated April 28, 2-3:30pm) April
27, 2005 May 5,
2005, 9:00am-11:30am May 5,
2005, Noon-1:30pm Thursday June 9, 2005,
Noon-1:30pm Pittsford, NY September 28-30, 2005 November 3-4, 2005
Programs 2004-2005 Funders
Collaboratives: Strategic Philanthropy Funders often are concerned that they alone can't address the critical issues facing their communities. How can their limited resources make a difference? How can small foundations have an impact on big problems? This presentation will discuss how funder collaboratives can be a successful method for reaching philanthropic goals. Cassie Schwerner and Fred Frelow will talk about the Donors Education Collaborative (DEC), why it started, their strategy is to address public policy issues in education, and how together they are helping organizations working to improve education in New York. Karen Scharff will speak briefly about two DEC grantees: the Campaign for Fiscal Equity court decision that will change the school aid funding formula across the state; and the Alliance For Quality Education, a diverse roganization in Albany working to make a significant and positive commitment to our children.
Member
Briefing Conference Call Post
Election Policy Update Registration fee: $15.00. To register, follow this link. For more information, click here. This program is specifically for the country's formal regional associations of grantmakers and their member foundation leaders. Speaker: John A. Edie, former long-time General Counsel for the Council of Foundations, and current director in the Washington National Tax Services division of PricewaterhouseCoopers. John will provide his analysis on the key issues that could affect grantmaking institution, both in Congress and at the IRS or other regulatory agencies. He also will field select questions from participants.
A
Funders Guide to Supporting Advocacy: Rules for Private and Public
Foundations Learn the advocacy rules for private and public foundations.The Alliance for Justice, Washington, DC, the premier source for information and training on the federal rules for foundation support of advocacy, is conducting a special program for upstate funders . Liz Towne , Acting Director of Advocacy Programs, and Abby Levine, Counsel, experienced attorneys and trainers, will cover the rules for private and public foundation grantmaking involving public policy work. This interactive
session, with ample time for Q&A, will cover such topics as the Internal
Revenue Service definitions of public and private foundations and
Measuring
Corporate Philanthropy: Using the Corporate Giving Standard Tool
Program
Related Investments: Leveraging Funder Resources
(Parking on site.)
Luther B. Ragin, Vice President of Social Investment, F.B. Heron Foundation, New York City, will talk about Program Related Investments (PRI) as a way to expand your giving in the community. •
Learn about PRIs, an alternative grantmaking approach for foundations
to leverage their resources to further their missions.
Community
Foundations Retreat A Funders Alliance event to promote effective cooperation among Upstate New York's 13 community foundations. Click for CF
Retreat information and a registration form (PDF).
Making the Most of Your 990-PF April 19, 2005 2-3:30 pm (Repeated April 28, 2-3:30pm) A National Teleconference for Foundation Leaders and their Tax Preparers Join this conference call, hosted by the Funders Alliance of Upstate New York and its nationwide network, the Forum of Regional Associations of Grantmakers, to improve your foundation's 990-PF reporting! Fee: $20 per site. For more information, go to 990PF. Please register for the call-in number and other materials by clicking here .
Law
& Order: Straight Talk for Grantmakers Cosponsored
by the Triad Foundation Speakers, Joe Casion and Derek Wilson, Attorneys, Harter, Secrest & Emery LLP, will talk about legal and regulatory issues for funders. What do funders need to know?
• Get an overview on current legal requirements.
A
Kresge Foundation Information Workshop for Nonprofit Organizations Corning Museum
of Glass Auditorium, Corning, NY Founded in 1924, The Kresge Foundation is an independent private foundation. Its core grant making program focuses on opportunities to strengthen leadership and giving through challenge grants for capital projects. New York State nonprofits and funders will meet with this national grantmaker to learn of opportunities for capital support. For more information about the program, click here. Kresge Program REGISTRATION FORM Visit the Kresge Foundation site.
Funders
Lunch: Attracting National Funds for Upstate NY Registration fee: $15.00 A follow-up discussion to the morning program, for funders only. Funders who register for lunch may attend the morning workshop free of charge. For more information, contact Lisa Dahl.
Annual Meeting: Rochester Grantmakers Forum and Funders Alliance of Upstate NY Making a Difference:
Upstate Grantmaker Narratives: Our Stories Registration Fee: $50.00 Rochester Grantmakers Forum and Funders Alliance Members connect at the annual luncheon. After the member meeting with Board elections, Upstate grantmakers will share their grantmaking experiences, successful and innovative programs funded, and accomplishments. REVISED AGENDA:
Then visit charming Pittsford, NY (map, directions) southeast of Rochester, on the historic Erie Canal. Stroll the canal path or rent a canoe or kayak. Take a walking tour of the village and view historic architecture. Shop the small boutiques, then get a bite to eat at a local cafe or bistro before departing for home.
November
3-4, 2005 With appreciation to our Sponsors: Eastman Kodak Company, Triad Foundation
Registration
and Informal Gathering, Thursday 3:00pm Join your colleagues to discuss and examine key issues of grantmaking, foundation governance, ethical standards, and responsible stewardship in the foundation community. The Funders Alliance November workshop is one of twelve workshops the Council on Foundations is holding across the U.S., and is designed to increase understanding of legal issues and to develop and encourage adherence to high ethical standards in grantmaking. The session will focus on legal and ethical practices and such topics as the fiduciary duties of trustees, conflicts of interest, officer and trustee compensation, and investment practices. Case studies will be used to facilitate a discussion of standards and ethics for foundation governance. Learn the rules and interpret the laws correctly. Learn how to you can do what you do even better!
Past Events:
To register for any of the events above or to receive more information, call 585.232.2380 or email register@grantmakers.org.
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