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Thursday, November 20, 2008

RECENT PROGRAMS

National Corporate Webinar:
Uniq
ue Models of Corporate Giving

January 9, 2008, 1:00-2:00pm

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.

 

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Records Management and Archives: A national webinar

January 29, 2008, 1:00-2:00pm

Are your grant files overflowing?
  Do you know what you need to keep, what you might want to keep
and what you can just throw away?
How do you develop an archive to capture your foundation’s history?

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).

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Corporate Philanthropy Day Lunch

February 25, 2008, 12:00n-1:30pm

Hosted by The REALTORS Charitable Foundation
Hutchison House, 930 East Avenue, Rochester 14607

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.

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Effectiveness and Accountability Teleconference Series:
From Insight to Action: New Directions in Foundation Evaluation

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.
Fee: $30.00 at GFNY headquarters (919 Winton Road South, Rochester.
$30.00 at your site.


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Foundations on the Hill

March 4-5, 2008. Washington, DC

Participate as a delegate!
Contact Liz Wilder for information.

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Effectiveness & Accountability teleconference series, sponsored by the national Forum of Regional Associations of Grantmakers

For Members Only

March 13, 2008, 2:00-3:00pm.
How to Survive an IRS Audit

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.
990-PF Review for Foundation Leaders.

April 22, 2:00-3:30pm.
What Preparers Need to Know for the 990-PF

 

Conflict of Interest and Self-Dealing teleconference series:

March 25, 2:00-3:00pm.
Introduction to Conflict of Interest.

April 1, 2:00-3:00pm.
Basic Self-Dealing & Intermediate Sanction Rules.

April 8, 2:00-3:00pm.
Common Self-Dealing Issues and Scenarios.

 

May 13, 2:00-3:00pm. Teleconference: Private Foundation Compensation.

 

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Philanthropy Forum:
It's (Not) A Mystery:
Grantmaking in the Rochester Region

March 27, 2008, 8:00-10:30am
Oak Hill Country Club
346 Kilbourn Rd., Rochester 14618


With appreciation to our sponsors:

Bonadio Group

Rochester Area Community Foundation

Harter Secrest & Emery LLP

United Way of Greater Rochester

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.


Panelists are:
* Laura Weinstein, Community Relations Manager, Bank of America
* Tom Hildebrandt, Trustee, Davenport-Hatch Foundation
* Glenn Pezzulo, Trustee, Polisseni Foundation
* Ed Doherty, Vice President, Community Programs, Rochester Area Community Foundation
* Margit Brazda Poirier, Executive Director, Marie C. & Joseph C. Wilson Foundation

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.
Registration fee: $20/GFNY and AFPGV members; first-time guests. $30 Repeat guests.

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.

 

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NYS Community Foundations Retreat

Friday, April 11, 2008,
9:00am-3:30pm
Corning Community College, Corning, NY

For all New York State Community Foundation staff and trustees. Focus for a full day on issues specific to community foundations.

Fee, includes lunch:
GFNY members: $75.00,
Nonmembers: $95.00

Agenda.

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Advanced Grantmakers Retreat

May 14-15, 2008,
Sherwood Inn, Skaneateles, NY

Philanthropy Beyond Funding:
Using Knowledge and Learning for Greater Effectiveness

Facilitator: Roberto Cremonini,
Chief Knowledge and Learning Officer,
Barr Foundation, Boston and Director, Grantmakers for Effective Organizations.

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.

Limited to 12 participants, with 5+ years grantmaking experience.
GFNY members: $810.00.
Non-members: $940.00

 

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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.
Registration fee: $45.00/individual or $200/group site.


NYS Funders Conference
Philanthropy In The Looking Glass:
Reflection and Learning
October 14-16 , 2007
Statler Hotel at Cornell University

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...

Keynote Speakers:
Dr. Joel Fleishman, Duke University, author of The Foundation: A Great American Secret: How Private Wealth Is Changing the World
Phil Buchanan, The Center for Effective Philanthropy, Funder-Grantee Relationship

Dr. David Skorton, President, Cornell University, The Role of Universities in New York State
Dr. Arthur Brooks, Syracuse University, author of Who Really Cares: America’s Charity Divide; Who Gives , Who Doesn’t, and Why It Matters

More Information here!

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Effectiveness and Accountability Initiative

Teleconference: General Operating Support: Making the Case
October 9, 2007, 2:00-3:00pm

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
October 16, 2007, 2:00-3:00pm

GEO and the Forum of Regional Associations of Grantmakers. GFNY members only. $25.00/one call or $40/both calls. Email for registration information.
(Note this call conflicts with the NYS Funders Conference. A tape of the call will be available to those who register but are attending the conference.)

 

Webinar: Pre-Grant Due Diligence and the Pension Protection Act
October 30, 2007 2:00-3:00pm

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
November 15, 2007, 2:00-3:00pm

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.

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National Philanthropy Day
November 15, 2007

CELEBRATE PHILANTHROPY!
The Nonprofit Sector across the United States will celebrate philanthropy in their communities in November. For ideas on how you might observe National Philanthropy Day in your region, contact the Grantmakers Forum of New York.


Or Join Rochester colleagues in paying tribute to philanthropy at this annual luncheon.

Friday, November 16, 2007
Rochester Riverside Convention Center

More information on the Rochester program:
Association of Fundraising Professionals Genesee Valley

 

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United Way of Greater Rochester
Community Funding Strategy

September 12, 2006, 10am-11:30am
75 College Ave, Rochester


Peter Carpino, President & CEO, United Way of Greater Rochester, will describe the organization's new strategy for distributing funds in the Greater Rochester Area for community benefit.

No Charge. Register by email.




Leadership for Community Change
September 25, 2006, 12n-2:00pm
Hosted by United Way of Greater Rochester

75 College Ave, Rochester

In this recorded program, John Kania, principal with Mark Kramer, FSG Social Impact Advisors, co-author, with Kramer and Dr. Ronald Heifetz, founder of the Center for Public Leadership at Harvard University, of "Leading Boldly" ( The Stanford Social Innovation Review, 2004), speaks about bold, imaginative, adaptive leadership—the ways funders can initiate positive change in our communities through their own leadership abilities.

Funders possess the potential to exercise much broader leadership, using their stature, wealth, knowledge, and access to exert leadership over a much larger arena than their grantees. Funders hear

  • how to take a more proactive role in their communities and on their priority issues;
  • how to exert bold and effective leadership to bring disparate stakeholders together to shape lasting solutions; and
  • how to promote and support the leadership skills of grantees to enable them to pursue their missions more effectively.


Join other funders to discuss the role of funders in community leadership.
Registration fee: $30.00, includes box lunch. Registration Form.



The Change Agent Project
Grantmaker practices that Improve nonprofit results


October 11, 2006, Noon-2:00pm
One Batavia City Center
Main St. & Jefferson Ave., Batavia


A Joint Program of the Grantmakers Forum of New York and Western New York Grantmakers Association

Sponsored by the Bruner Foundation and
the Peter and Elizabeth C. Tower Foundation

Kathleen Enright, Executive Director, Grantmakers for Effective Organizations (GEO), will speak about GEO's Change Agent Project, a new initiative that seeks to engage change agents among the grantmaking community, learn how they overcome barriers to grantee performance, then equip other grantmakers to do the same. (Lunch served)


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Teleconference Series:
Grantmaker Effectiveness and Accountability Initiative

Sponsored by Fairport Savings Bank

Through our membership in the Forum of Regional Association of Grantmakers, GFNY members may participate in these national programs.

Teleconferences
Communications Strategies for Greater Transparency
Foundation Administrative Expenses
Board Leadership I: Board Chairs
Board Leadership II: Governance Committees

Philanthropy Forum: Got Grants? Diversifying your funding resources

Monday, March 27, 2006, 1:00-4:00pm
RIT Inn and Conference Center 

For Grantseekers and Grantmakers. For more information.

 
 
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 .


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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
Building Strong and Ethical Grantmakers
Thursday-Friday, November 3-4, 2005
The Otesaga Hotel Resort, Cooperstown, NY


Sponsors: Corning Incorporated Foundation, Council on Foundations, Eastman-Kodak Company, Rosamond Gifford Charitable Foundation, Triad Foundation

Speakers and Sessions:

  • Steve Gunderson, President, Council on Foundations, Opening Reception
  • Janne Gallagher, V.P. and General Counsel, Council on Foundations -and- Andras Kosaras, Director of Ethical Standards and Philosophic Outreach, Council on Foundations, Building Strong and Ethical Foundations
  • Ellen Bassuk, MD, National Center for Family Homelessness, The Rising Trend of Family Homelessness
  • Kate Starr, Investment Officer, F. B. Heron Foundation, Program Related Investments: Expanding the "Philanthropic Toolbox"
  • Dawn Borgeest, Sr. V.P. and Chief Marketing Officer, United Way of Greater Rochester, The Right Frame of Mind: Communicating Your Image as a Grantmaker
  • Liz Wilder, Executive Director, Grantmakers Forum of New York, Board Training Workshop

 

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
Sponsors: REALTORS Charitable Foundation, Wegmans Food Markets

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
Cosponsor: Committee to Encourage Corporate Philanthropy

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
The Forum was a huge success. Dr. James Austin and a knowledgeable panel provided their time and expertise.  Participants gave the "overall event" an average rating of 4.2 out of 5. Speakers received an average rating of 4.5.  

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



News & Events

 

CELEBRATE
National Philanthropy  Day In November - Local Event Listings

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.