 Thursday, November 20, 2008
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RECENT
PROGRAMS National
Corporate Webinar: As featured in The Business of Changing the World by Mark Benioff & Carlye Adler , two companies on the cutting-edge of corporate philanthropy will present case studies on their corporate giving models. Speakers: Suzanne DiBianca, Chief Service Officer and Executive Director, Salesforce.com Foundation and Theresa Fay-Bustillos, Executive Director of the Levi Strauss Foundation & Vice-President, Community & Corporate Citizenship, Levi Strauss Foundation Fee: $50.00 individual site or $185.00 group site. Connection instructions will be sent via email.
Records Management and Archives: A national webinar January 29, 2008, 1:00-2:00pm Are
your grant files overflowing? The Winthrop Group explains records management and how to develop archives for your grantmaking organization. Fee: $40 per person or $175 for group site (unlimited number of individuals). Corporate Philanthropy Day Lunch February 25, 2008, 12:00n-1:30pm Hosted
by The REALTORS Charitable Foundation For Corporate Funders: Join your corporate colleagues in Rochester as Corporate Philanthropy is celebrated across the country. Learn what corporate grantmakers are funding in our local communities, and about the impact of their giving. Come share your stories. National award winners will be announced. Can't attend in person? Celebrate your corporate giving with your employees and grantees. Tout your good work in your community. Read about National Corporate Philanthropy Day.
February 28, 2008 , 2:00-3:00pm Sponsored by the Forum of Regional Associations of Grantmakers and Grantmakers Forum of New York Mark Kramer, FSG Social Impact Advisors, will talk about new directions in evaluating your work and tools that simplify the process. Members
Only.
March 4-5, 2008. Washington, DC Participate
as a delegate!
Effectiveness & Accountability teleconference series, sponsored by the national Forum of Regional Associations of Grantmakers For Members Only March
13, 2008, 2:00-3:00pm. In recent years, the IRS has significantly increased the level of focus on compliance in the tax-exempt sector. There are a host of potential tax penalties that may apply to private foundations -- and in some cases, their foundation managers -- making them a promising target for IRS revenue agents. This session will explain how the IRS audit process works, what issues are commonly raised in private foundation audits, and -- most importantly -- what private foundations can and should do now to minimize the disruption and potential risk of adverse consequences if they are later selected for audit. Speakers: Celia Roady and Ann Batlle, Morgan, Lewis & Bockius LLP
990-PF teleconference series: March
18, 2:00-3:30pm. April
22, 2:00-3:30pm.
Conflict of Interest and Self-Dealing teleconference series: March 25,
2:00-3:00pm. April
1, 2:00-3:00pm. April
8, 2:00-3:00pm.
May 13,
2:00-3:00pm. Teleconference: Private Foundation Compensation.
Philanthropy
Forum: March
27, 2008, 8:00-10:30am
A Joint Program of Grantmakers Forum of New York and Association of Fundraising Professionals-Genesee Valley Chapter. Grantseekers:
Take the mystery
out of grantmaking! What is important to grantmakers? What’s
new on the local grantmaking scene? Five area grantmakers
will provide information and updates about their organizations,
how they review proposals, make grant decisions, and evaluate
impact.
Grantmakers: Hear different perspectives on grantmaking. Where are other grantmakers giving in the community? Are there gaps or duplication of efforts in regional funding? What opportunities exist for partnerships with other funders, to leverage resources and expand the impact of your grants? Open
to the Public. The Philanthropy Forum is an annual event in the Rochester region, in which Grantmakers Forum of New York convenes philanthropy and service providers to discuss issues in the nonprofit sector.
NYS Community Foundations Retreat Friday,
April 11, 2008, For all New York State Community Foundation staff and trustees. Focus for a full day on issues specific to community foundations. Fee,
includes lunch:
May 14-15,
2008, Philanthropy
Beyond Funding: Facilitator:
Roberto Cremonini,
An in-depth workshop for experienced grantmakers expanding on Roberto's highly-rated session on knowledge management and learning at the 2007 NYS Funders Conference. Use the knowledge you create and collect for greater philanthropic effectiveness. Meeting and lodging at the historic Sherwood Inn on Skaneateles Lake. Retreat begins with dinner together and an evening session Wednesday, followed by a full day Thursday until 3pm. Registration
fee includes workshop, materials, lodging and meals.
Webinar: New Media and Philanthropy: How foundations are using Web 2.0 and beyond May 21, 2008, 1:00-2:15pm This webinar will provide funders with an understanding of new media technologies affecting philanthropy, such as wikis, blogs, podcasts, interactive gaming, social networking sites and fictional digital worlds such as SecondLife.com. Also presented will be case studies by the Robert Wood Johnson Foundation and the John S. and James L. Knight Foundation, demonstrating how they are using these new technologies to advance issue-specific grantmaking. GFNY
members only.
Cohosted by Grantmakers Forum of New York, Western New York Grantmakers Association, and the Grantmakers Alliance of Northeastern New York For Funders Only.Two
days of education and networking opportunities. Professional
development that you can drive to... Dr. David Skorton,
President, Cornell University, The Role of Universities
in New York State
Effectiveness and Accountability Initiative Teleconference:
General Operating Support: Making the Case Grantmakers for Effective Organizations (GEO) and the Forum of Regional Associations of Grantmakers. GFNY members only. $25.00/one call or $40/both calls. Email for registration information.
Teleconference:
From Theory to Practice: How to Provide Operating
Support GEO
and the Forum of Regional Associations of Grantmakers.
GFNY members only. $25.00/one call or $40/both calls.
Email
for registration information.
Webinar:
Pre-Grant Due Diligence and the Pension Protection
Act Forum of Regional Associations of Grantmakers, with law firm Steptoe & Johnson LLP, and with GuideStar present this webinar. Learn more about the act's requirements, the stiffened penalties it imposes, new guidance from the IRS, how to navigate the IRS tools, and how GuideStar Charity Check can help grantmakers comply with the law. GFNY members only. Free. Email for registration information.
Teleconference:
International Grantmaking Overview of the history and current trends, options for international grantmaking, legal issues, anti-terrorism measures, and resources for additional information. GFNY members only. $25.00. Email for registration information.
National
Philanthropy Day CELEBRATE
PHILANTHROPY!
Friday, November 16, 2007 More
information on the Rochester program:
United
Way of Greater Rochester
Philanthropy Forum: Got Grants? Diversifying your funding resources Monday, March 27, 2006, 1:00-4:00pmRIT Inn and Conference Center Community
Foundations Retreat
April 28, 2006, 8:30am-4:30pm Geneva, New York Designed for Community Foundation executive staff (administration, finance, development), Board members, program staff. To download a flyer (PDF). Special guest Donnell Mersereau, Director, Community Foundations, Council on Michigan Foundations, facilitates indepth discussions on collaboration, communication, leadership.Outcome Management Workshop Wednesday, May 17, 4pm through Thursday, May 18, 4pm. Esperanza Mansion, Keuka Lake, New York. Bill Phillips, Director of the international Rensselaerville Institute Center for Outcomes, leads an intensive workshop focused on the impact of your grantmaking organization. Designed for experienced grantmakers; Grantmakers Forum of New York members and nonmembers. More information .Community Action Roundtable - for Grantmakers Forum of New York members only Youth in Transition January 31, 2006, 12:00-2:00 pm, Lunch Host: Daisy Marquis Jones Foundation Presenters: Jackie Campbell, Director, Bureau of Human Services, City of Rochester, and Lisa Dahl, Program Director, Grantmakers Forum of New York. A discussion about youth ages 16-24, the disconnections that occur along the path from childhood to adulthood, and some Rochester programs helping to develop the economic and social competencies necessary for adult participation in society.
2005
Annual Conference
Community Action Roundtable - for Grantmakers Forum of New York members only Workforce Development: Its Role in Family Economic Success September 30, 2005, 12:00-2:00 pm, Lunch Host: Daisy Marquis Jones Foundation Presenters: Bob Giloth, Director, Family Economic Success Initiative, Annie E. Casey Foundation; Marlene Bryant, Program Officer, Rosamond Gifford Foundation, Syracuse; Phil Banks, Economic Development, City of Rochester. Why workforce development is a priority for urban/rural upstate New York regions and what role funders play in workforce development, in job creation and retention, and in improving and strengthening neighborhoods and communities.
Marketing Your Corporate Giving Program Internally and Externally August
17, 2005, Lunch/Teleconference, Rochester Presenter: Corporate giving expert Carol Cone, Chairman of Cone, Inc.
Chautauqua Institution Reception - - for Grantmakers Forum of New York members only August 5, 2005; 2 pm lecture, 4 pm tour, 5 pm reception Funder colleagues from Grantmakers Forum of New York, Grantmakers of Western Pennsylvania, Ohio Grantmakers Forum, and New York Regional Association of Grantmakers meet for sharing and fun. Special guests: Tom Becker, Chautauqua President, and Carol Naughton, East Lake Community Foundation.
Rochester Grantmakers Forum 2005 Annual Meeting (with Funders Alliance of Upstate NY) - - for Grantmakers Forum of New York members only Making a Difference: Upstate Grantmaker Narratives: Our Stories June 9, 2005, 11:00am-2:30 pm Rochester Grantmakers Forum and Funders Alliance Members connect at the annual luncheon. After the member meeting with Board elections, grantmakers from across Upstate New York share their stories: Rapid Foundation Expansion: The Impact on Grantmaking (Community Foundaton of the Elmira-Corning Area); Neighborhood-Based Funding: The South Side Initiative (Gifford Foundation, Syracuse); Program Related Investments: Not Just Loans! (Gebbie Foundation, Jamestown); Corporate Giving: Business and the Community (Wegmans Food Markets, Rochester); Attracting National Attention: Transformational Housing (Marie C. and Joseph C. Wilson Foundation, Rochester); Community Action Roundtable.
The Changing Face of New York State: Strategies for the Future April 26 , 2005, 3:30-5:00 pm About Project 2015, a collaborative effort by New York State to involve all NY residents and all state agencies in addressing the issue, and help strategize for the future. Speakers: Neal Lane, Director, NYS Office on Aging (Coordinating agency for Project 2015); Ann Marie Cook, Executive Director, Lifespan of Greater Rochester
Philanthropy Forum Taking the Lead: Effective Nonprofit Stewardship March 29, 2005, 8:00-11:30 am Speakers: Diana Aviv, President and CEO, Independent Sector, Michael J. Cooney, Esq., Nixon Peabody, LLP and Karin Kunstler Goldman
Measuring Corporate Philanthropy: Using the Corporate Giving Standard Tool March
17, 2005, 1:00pm Teleconference for corporate funders. Learn about tracking and benchmarking and reporting your charitable giving using this new tool.
Community Action Roundtable - for Grantmakers Forum of New York members only Root Causes: Mental Illness Affects Us All January 27, 2005, 8:30-10:00 am When professionals are asked the causes of children's school problems, family dysfunctions, employee absenteeism and lost productivity, or community problems of crime and poverty, mental illness is immediately listed as a root cause. Hear about mental health issues in our community, prevention and treatment of mental illness, mental retardation, developmental disabilities, and alcohol and other substance abuse, to learn how grantmakers can focus their resources or programs for the greatest impact on social problems. Speakers: Dr. Kathy Plum, Director, Monroe County Office of Mental Health; John Lee, Coordinated Care Service Inc.; Carolyn Portanova, Catholic Family Center; Dr. John McIntyre, Unity Health.
PAST PROGRAMS 2004 Member-Initiated Program The Economic Status of Women in the Genesee Valley Region October 2004 How are women faring economically in our area? Rose Mitchell, Executive Director, Women's Foundation of the Genesee Valley and Kathy King, Chair of the WFGV Research Committee, reported on findings of recent research conducted on the economic status of women in Rochester and the seven surrounding counties. Read the report on the Economic Status of Women by the Women's Foundation. Holiday Luncheon, 2004 Program: What Grantmakers Want Lunch with grantmaking colleagues and participation in an interactive program with Dana Gavenda, Board Member, as Master of Ceremonies lead participants through a survey of members, how their grantmaking is conducted, what would help them in their own philanthropic endeavors. Participants used Audience Response System equipment to give anonymous answers. Claire Heffernan gave instant, visual analysis of member responses. An open discussion about grantmaking practices in the Rochester area followed. Community Action Roundtable How Healthy Are We? The Top Community Health Priorities November 4, 2004 A forum about health issues and priorities in our community. What role can funders play in improving health of area residents? Panel: Cheryl Utter, MBA, MS, RN, Manager, Health Administration, Monroe County Public Health; Thomas A. Pearson, M.D., Albert D. Kaiser Professor and Chair of the Department of Community and Preventive Medicine and Professor of Medicine, University of Rochester School of Medicine; Jonathan Klein, MD, Associate Professor of Pediatrics and Preventive and Community Medicine, University of Rochester School of Medicine. 2004 Annual Meeting Healthy Families: Achieving Family Economic Success June 10, 2004, Noon-3:30 pm, RIT Inn and Conference Center, Rochester, NY Keynote Speaker Gwen Robinson, Program Associate of AECF's Family Economic Success Initiative Program Associate, Annie E. Casey Foundation, spoke about their programs in American communities, the strategic value of these programs, why they chose this area, and how funders can have lasting impact on children and families, transforming their communities as well. [Learn More] Workshop with Gwen Robinson and Tom Kelly addressed the implementation of AECF programs: the specific details of how they decided on locations to conduct the programs, how they work in and with communities, how the programs are operated. View their Slide Presentation here. 2004 Community Action Roundtables Al Sigl Center, Rochester January 29, Supporting Youth Programs February 23, Safe Housing April 29, Funding Technology
Rochester Effectiveness Partnership: Community Conference For seven years, Rochester Effectiveness Partnership taught and coached area nonprofits and funders. Over 250 individuals were involved in this unique collaboration to study participatory evaluation with professional evaluators and apply their learning to increase the effectiveness of their work. The Partnership completed a final evaluation of the collaboration itself. Guest speakers spoke on capacity-building programs around the U.S. to increase effectiveness. Philanthropy Forum Let's Get Together: Strategic Nonprofit Alliances April 1, 2004,
8:00-11:30 am, Memorial Art Gallery, M&T Ballroom View Dr. Austin's PowerPoint presentation: Strategic Alliances: the power of partnering (Used by permission). Keynote Speaker: James Austin, Snider Professor of Business Administration; Chair, Social Enterprise Initiative, Harvard University Business School. An expert on collaborations and alliances of nonprofits and businesses, Dr. Austin has authored 16 books, dozens of articles, and over a hundred case studies on business and nonprofit organizations. His most recent book is the prize winning The Collaboration Challenge: How Nonprofits and Businesses Succeed Through Strategic Alliances. Dr. Austin has served as a Special White House Advisor, a consultant to companies, governments, and nonprofit organizations, and speaks throughout the world. To learn more follow this link to Dr. Austin's biography. Panel: Jennifer Leonard, President and Executive Director , Rochester Area Community Foundation; Patty Malgieri, President and CEO, CGR; Joe Martino, Acting Director, Human and Health Services, Monroe County; Carolyn Portanova, President-elect, Council of Agency Executives; Loretta Scott, Commissioner, Parks, Recreation and Human Services, City of Rochester ; Tom Toole, Senior Vice President, United Way of Greater Rochester. Grantmaking Basics: Grantmaker Education Workshops for 2004 March 11: Interpreting Nonprofit Financials Complete course descriptions are available in our Grantmaking Basics Flyer . Holiday Luncheon 21st Century Grantmaking: Rejecting Deficits, Embracing Assets Thomas Argust , retired Commissioner of Community Development, City of Rochester Investing in Community: Social Venture Partners and the Venture Philanthropy Movement Tom Donlea , Director, Social Venture Partners International, Seattle, WA, speaking on community investment using the venture capital model. View Tom Donlea's slide presentation. The State of Public Education in Rochester Members Only; Dr. Manuel Rivera , Superintendent, Rochester City School District
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News & Events
CELEBRATE National Philanthropic Alliance Announcement Webinars for Grantmakers Register now Philanthropy in Challenging Times December 4, 2008 Register now. Regional Events and education of interest to funders Corporate Webinar, Jan.
21, 2009 Register
now.
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