Forward >> Together

71st Annual Conference Forward >> Together

71st Annual Conference

SPONSORS...... 4 SCHEDULE AT A GLANCE...... 5-6 DAILY SCHEDULE...... 7-20 IMPORTANT INFORMATION...... 21 MAP...... 22 2019 Annual Conference Committee Adrian Cook, Chair Karin Gerstenhaber Shelley Sweatt, Ed.D. The Rees-Jones Foundation Tocker Foundation The Priddy Foundation Abel Wurmnest, Vice Chair Natalie Kelinske Lisa Trahan Anschutz Family Foundation Waco Foundation St. David’s Foundation Margaret Black Amy Latham Lyda Hill Philanthropies The Colorado Health Foundation Jo Z. Carcedo Julie Lerudis Episcopal Health Foundation Boettcher Foundation Matt Carpenter Michael Martinez El Pomar Foundation Casey Family Programs Austin Dickson Katie H. Robbins Community Foundation of the Hoblitzelle Foundation Texas Hill Country Gary Steuer Bonfils-Stanton Foundation BOARD OFFICERS Matt Carpenter Julie Lerudis Board President Treasurer Philanthropy Southwest Philanthropy Southwest El Pomar Foundation Boettcher Foundation Amy M. Meadows Elizabeth A. Grinnell Immediate Past President Secretary Philanthropy Southwest Philanthropy Southwest Parks for Downtown Dallas Enchanted Life Foundation (ELF) BOARD OF DIRECTORS Katie Alford Jennifer Grassham Christopher M. Shaw Community Foundation of Abilene JF Maddox Foundation The George & Fay Young Foundation, Inc. Kelley Barnes Leonard R. Krasnow Lisa Trahan Oklahoma City Community Foundation M. B. & Edna Zale Foundation St. David’s Foundation Jo Z. Carcedo Tom McGuire Episcopal Health Foundation Kronkosky Charitable Foundation Allison Salas Fasy Will Merrick The Mike & Mary Terry Family Foundation The Merrick Foundation Bonnie Gonzalez Laura Sagen Knapp Community Care Foundation, Inc. Casey Family Programs Felicia Chase Goodman Shelley Sweatt, Ed.D. The Cooper Foundation The Priddy Foundation STAFF Tony J. Fundaro Adrienne Clay Lauren Haskins Chief Executive Officer Director of Operations Vice President of Membership Amy J. Askari & CRM Administrator & Partnerships Manager of Member Services Hillary Evans Rachel Mewborn Vice President of Professional Program Associate Learning & Public Policy

71ST Annual Conference Program >> 2 WELCOME TO COLORADO SPRINGS

Dear Friends and Colleagues:

Welcome to Philanthropy Southwest’s 71st Annual Conference: Forward Together! We are very pleased to be returning to The Broadmoor where we are always graciously hosted and where our attendees can learn and network against a beautiful mountain backdrop. As many of you know, over the past 18 months, Philanthropy Southwest has engaged an outside consultant to help us learn more about what you – philanthropists and thought leaders across our region and nation – want to see at our Annual Conference. PSW’s new CEO Tony Fundaro has been deeply involved with the Board, staff, and Annual Conference committee in implementing your feedback. As a result, this year, we are thrilled to unveil a reimagined Conference that we believe will meet the diverse and evolving needs of our membership. Our Annual Conference Committee – comprised of 15 philanthropic leaders throughout the Southwest – has worked to craft sessions that will engage attendees around how we think about philanthropy and how we go about philanthropy. This year’s keynote, Robin Hood CEO and bestselling Author Wes Moore, will share an outlook on philanthropy from the perspective of a social entrepreneur leading one of America’s largest anti-poverty movements. Additionally, you will find diverse philanthropy innovation tracks that focus on how philanthropy is engaging with topics such as the Census, blockchain, mental health, and tax reform. Connecting remains a critical part of the culture of the Conference, and there will be numerous networking offerings, including the All Conference Reception at the Ent Center for the Arts and small receptions specific to funder type and issue. We are always pleased to welcome first-time Conference attendees, and for those of you who are experiencing the Conference for the first time we look forward to getting to know you. To both our first-time and repeat attendees, we hope you will find the time to meet and talk with new CEO Tony Fundaro, to learn more about our plans for the future and how PSW is leaning into issues that impact the Southwest region’s people and communities. Thank you again for attending Philanthropy Southwest’s 71st Annual Conference. Your participation is what will make the coming days engaging, thought provoking, and celebratory. The staff of Philanthropy Southwest and the Annual Conference Committee are excited to share the Conference experience at the Broadmoor with you, and we look forward to seeing you at the plenaries, the breakout sessions, and the many informal settings that make this Conference special. At the end of the week we are confident that you are going to leave energized for another year of creating connected, impactful philanthropy in the Southwest.

Enjoy the conference!

Best Regards,

Matt Carpenter Tony J. Fundaro Adrian Cook Abel Wurmnest Board President CEO Chair Vice Chair Philanthropy Southwest Philanthropy Southwest Philanthropy Southwest Annual Philanthropy Southwest Annual Conference Committee Conference Committee Executive Vice President & COO El Pomar Foundation Director of Research & Evaluations Executive Director The Rees-Jones Foundation Anschutz Family Foundation

3 >> 71ST Annual Conference Program THANK YOU

Philanthropy Southwest wishes to thank the following foundations, corporations, and individuals whose generous support makes this conference possible.

Northern Trust St. David’s Foundation

JF Maddox Foundation Tiedemann Advisors

Bank of America Catchafire

The Mike & Mary Terry Commonfund Family Foundation Highground Advisors Signify Community Mason Investment Advisory Westwood Wealth Services, Inc. Management The Priddy Foundation Anschutz Family Foundation Texas Environmental Casey Family Programs Grantmakers Group

Ellwood U of C - Colorado Springs

FEG Investment Advisors The Rees-Jones Foundation

PNC Institutional Asset The Trull Foundation Management Enchanted Life Foundation Walton Family Foundation Elizabeth Grinnell Aon Carl B. & Florence E. King Foundant Technologies Foundation

Blackbaud Still Water Foundation

Boettcher Foundation Tocker Foundation

Communities Foundation of Texas / Educate Texas

Graystone Consulting

Kirkpatrick Family Fund

71ST Annual Conference Program >> 4 ` SCHEDULE at a Glance

Wednesday, October 16 10:15 am - 11:45 am Philanthropy Innovation Sessions: 8:30 AM - 6:00 PM Conference Registration Open Broadmoor Main, Pompeiian Room Capacity Building to Catalyze Community Change (above hotel lobby) Colorado Hall F 9:00 AM - 10:30 AM Annual Conference Introduction to Impact Investing Committee Meeting Colorado Hall A Colorado Hall B Linking Money to Mission: An Introduction to Nonprofit Finance 9:00 AM - 10:30 AM Governance & Nominating Colorado Hall B Committee Meeting Double Your Impact - Recycling Waste and Job Creation Colorado Hall D Colorado Hall E 10:30 AM - 11:30 AM Audit & Finance Responding to Emergent Issues: Balancing Timeliness, Committee Meeting Responsibility & Diligence Colorado Hall C Colorado Hall C 10:30 AM - 11:30 AM Communications Turning Outward for Rural Community Advancement Committee Meeting Colorado Hall D Colorado Hall E 12:00 PM - 1:30 PM Lunch & Keynote Speaker 10:30 AM - 11:30 AM Membership Committee Meeting Wes Moore Colorado Hall F CEO of Robin Hood, Army Combat 12:00 PM - 1:00 PM Professional Learning Veteran, Social Entrepreneur, and Committee Meeting Bestselling Author Colorado Hall C International Center Ballroom 12:00 PM - 1:00 PM Public Policy Committee Meeting 1:45 pm - 2:45 pm Philanthropy Colorado Hall E Innovation Sessions: 1:30 PM - 3:30 PM Board Meeting Washington Update and Legal Issues for Community Colorado Hall F Foundations 2:30 PM - 4:30 PM U.S. Olympic Museum Site Visit Colorado Hall F, 75 min session Group 1 Patient Capital - Driving Portfolio Resilience Buses Depart at 2:30 PM from Colorado Hall A, 75 min session The Broadmoor’s South Building pre-registration required Changing the Narrative: Using an Evidence-based Approach to Talk about Aging 3:45 PM - 5:30 PM U.S. Olympic Museum Site Visit Colorado Hall C Group 2 Buses Depart at 3:45 PM from Mental Health Supports in School Settings The Broadmoor’s South Building Colorado Hall E pre-registration required The Border Wall: Eminent Domain, Immigration and Ecology 2:30 PM - 4:30 PM Complimentary Foundant Colorado Hall B Technologies Grant 2020 Census: Counting the Emerging Southwest Lifecycle Manager Colorado Hall D User Group Colorado Hall E 3:15 pm - 4:45 pm Foundation Trustee and 5:00 PM - 5:30 PM Newcomers’ Reception Staff Essentials Breakout Penrose House Salon Sessions 5:30 PM - 7:30 PM Opening Reception Conversations Around Trustee Governance, Roles and Strategic Leadership Penrose House International Center South Thursday, October 17 Foundation Staff Essentials: The Profound Basics of Your Work Colorado Hall E 7:30 AM - 5:30 PM Conference Registration Open Colorado Hall Lobby 8:30 am - 10:00 AM Breakfast & Plenary Speaker Rich Harwood International Center Ballroom

5 >> 71ST Annual Conference Program ` SCHEDULE at a Glance

5:00 PM - 6:00 PM Small Receptions 1:45 PM - 2:45 PM Philanthropy Child Well-being Funders, Remington Room Innovation Sessions: Community Foundations, Colorado Hall F Applied Learning from the Hurricane Harvey Relief Fund: Healthcare Funders, Colorado Hall C Governance, Data, and Equity Rural Funders, Schreyvogel Room Colorado Hall F Environmental Grantmakers, Building a Culture of Learning for Boards and Trustees South Terrace/Divide Room Colorado Hall B 8:00 pm - 9:40 pm “The River and the Wall” Foundations as Conveners: Advancing Your Mission with Documentary Film Nonprofit Coalition Building Broadmoor Theater Colorado Hall A Big Impact for Small Towns through Regional Collaboration Friday, October 18 Colorado Hall E 7:00 AM - 6:00 PM Conference Registration Open Making Moves: DEI, Immigrants and Refugees, Colorado Hall Lobby and Your Philanthropy 7:30 AM - 8:30 AM Optional Activities Colorado Hall C Yoga Better Together - Funder Collaboratives Jones Room, Broadmoor Golf Club Colorado Hall D 5K Run with the PSW CEO & Board President 3:15 PM - 4:15 PM Philanthropy Start at Broadmoor Golf Club Innovation Sessions: 7:30 am - 8:30 am Successful Parents: Activating Community Foundations: The “Go-To” for Planned Gifts the “Secret Sauce” in Children’s Colorado Hall F Health, Education and Development Building a Collaborative Network that Solves Social International Center South Determinants of Health Breakfast provided Colorado Hall E 7:30 am - 9:00 am Breakfast Understanding and Preventing Hate Crimes International Center, North & Center Colorado Hall C 9:00 am - 10:00 am Women’s Initiatives Panel Plenary Grantmaking Through an Equity Lens International Center Ballroom Colorado Hall A Why Would a Foundation Want to Partner with 10:15 am - 11:45 am Philanthropy a School District? Innovation Sessions: Colorado Hall B Moving from Connecting to Engaging: Blockchain and Philanthropy Addressing Emerging Community Needs While Colorado Hall D Increasing the Impact of Donor Relationships Colorado Hall F 6:00 pm - 8:30 pm All Conference Reception Financial Fraud: Things That Keep You Awake at Night Ent Center for the Arts Colorado Hall A Buses Depart at 5:30 PM from The Broadmoor’s South Building Building Strong and Inclusive Communities Colorado Hall C Saturday, October 19 Improving Child Well-Being with Cross-Sector Collaboration Colorado Hall E 7:30 AM - 9:00 AM Conference Registration Open International Hall Lobby Implementing Impact Investing Colorado Hall B 8:00 AM - 9:00 AM Closing Breakfast & Plenary Speaker Randy Cohen Advancing Nonprofit Leadership: From Success to Significance International Center Ballroom Colorado Hall D 9:15 AM - 10:00 AM Annual Conference Committee 12:00 PM - 1:30 PM Lunch, Plenary Speaker Ralph Meeting: Debrief for Joint Smith & Annual Meeting 2019/2020 Annual Conference International Center Ballroom Committees Colorado Hall C

71ST Annual Conference Program >> 6 SCHEDULE >> WEDNESDAY

Membership Committee Meeting 10:30 AM - 11:30 AM Colorado hall F Forward Meeting for Membership Committee Members >> Professional Learning Committee Meeting 12:00 PM - 1:00 PM Together Colorado hall C Meeting for Professional Learning Committee Members

Public Policy Committee Meeting 12:00 PM - 1:00 PM Colorado hall E Meeting for Public Policy Committee Members

Board Meeting 1:30 PM - 3:30 PM Wednesday, October 16 Colorado hall F Conference Registration Open Meeting for Philanthropy Southwest Board Members 8:30 AM - 6:00 PM U.S. Olympic Museum Site Visit Group 1 Broadmoor Main, Pompeiian Room (above hotel lobby) 2:30 PM - 4:30 PM Come pick up your name badge, program and other conference Pre-registration required materials at the registration desk. Join us for an EXCLUSIVE hard hat visit to the brand new, Annual Conference Committee Meeting never-before-seen U.S. Olympic Museum, a new cultural facility recognized by the International Olympic Committee, that 9:00 AM - 10:30 AM celebrates American Olympic and Paralympic athletes. See it Colorado hall B before the Athletes! Buses Depart at 2:30 pm from The Meeting for Annual Conference Committee Members Broadmoor’s South Building.

Governance & Nominating U.S. Olympic Museum Site Visit Group 2 Committee Meeting 3:45 PM - 5:30 PM 9:00 AM - 10:30 AM Pre-registration required Colorado hall D Join us for an EXCLUSIVE hard hat visit to the brand new, Meeting for Nominating Committee Members never-before-seen U.S. Olympic Museum, a new cultural facility recognized by the International Olympic Committee, that Audit & Finance Committee Meeting celebrates American Olympic and Paralympic athletes. See it 10:30 AM - 11:30 AM before the Athletes! Buses Depart at 3:45 pm from The Colorado hall C Broadmoor’s South Building. Meeting for Audit & Finance Committee Members Complimentary Foundant Technologies Grant Lifecycle Manager User Group Communications Committee Meeting 10:30 AM - 11:30 AM 2:30 PM - 4:30 PM Colorado hall E Colorado Hall E Meeting for Communications Committee Members All are welcome!

7 >> 71ST Annual Conference Program SCHEDULE >> THURSDAY

Newcomers’ Reception Learning Objectives: 5:00 PM - 5:30 PM »» Learn diverse definitions of capacity building and how it can Penrose House Salon make a difference in organizations and communities. First time at the Philanthropy Southwest Annual Conference or »» Hear case studies concerning how community change efforts a new PSW member? Join PSW board members and staff at an were catalyzed by capacity building efforts. informal reception and toast to a great conference and new friends! »» Learn from peers about capacity building efforts at their respective foundations. Opening Reception 5:30 PM - 7:30 PM Speakers: Ashley Allison, Executive Director, Waco Foundation, Waco, TX; Michelle Buckley, Director, Early Learning Alliance, Penrose House Fort Worth, TX; Felicia Chase Goodman, Executive Director, The Arrived to beautiful Colorado Springs early? Join us as we toast Cooper Foundation, Waco, TX; Garrett March, Community Programs to an innovative and engaging Annual Conference! Coordinator, North Texas Community Foundation, Fort Worth, TX; Nicole Wynter, Sr. Director of Community Investment & Operations, THURSDAY, OCTOBER 17 Waco Foundation, Waco, TX Session Designers: Natalie Kelinske, Garrett March Conference Registration Open 7:30 AM - 5:30 PM Introduction to Impact Investing Colorado hall Lobby Governance/Finance Come pick up your name badge, program and other conference 10:15 AM - 11:45 AM materials at the registration desk. CPE Colorado Hall A This session will provide a framework for defining Breakfast & Plenary Speaker Rich Harwood “impact investing,” outline the landscape of impact CLE 8:30 am - 10:00 am investing that even risk-averse funders can identify International Center Ballroom with, and then hear from a panel representing early- adopter foundations and those who are considering Breakfast and welcome remarks from plenary speaker Rich CFP Harwood, President and Founder of The Harwood Institute, impact investment. Author, Speaker, Innovator Learning Objectives: »» Learn what impact investing is and its utility in fulfilling Capacity Building to Catalyze a foundation’s social and financial objectives. Community Change Community Foundations »» Understand the breadth of impact investment strategies deployed by foundations large and small. 10:15 AM - 11:45 AM »» Hear practical, actionable steps to explore when considering Colorado Hall F an impact investing strategy. This session explores two types of capacity building investments Ben Bynum, M.D., Portfolio Director, Program Related that have created significant community change. The first part of the Speakers: Investments, The Colorado Health Foundation, Denver, CO; Janice session will focus on a multi-agency collaborative called the “Early K. Fritsch, President, Kenneth King Foundation, Denver, CO; Colleen Learning Alliance,” which developed from the support of capacity- LaFontaine, Director of Development, The Women’s Foundation of building grants and technical support that catalyzed community Colorado, Denver, CO; Julie Lerudis C.P.A., Director of Finance and change. The second part of this session will focus on a collaborative Operations, Boettcher Foundation, Denver, CO; Katie H. Robbins initiative that has invested capacity building funds to advance C.P.A., President & CEO, Hoblitzelle Foundation, Dallas, TX learning and understanding about the history of race and racism and its impact on life experiences and outcomes (e.g. education, Session Designers: Margaret Black, Julie Lerudis, Katie Robbins healthcare, financial security, etc.).

71ST Annual Conference Program >> 8 SCHEDULE >> Thursday

Linking Money to Mission: An Introduction Learning Objectives: to Nonprofit Finance »» Learn a successful model to provide individuals with Philanthropy Practice disabilities meaningful work while recycling electronic 10:15 AM - 11:45 AM waste in a community. Colorado Hall B »» Understand how to engage the disabled community and provide job opportunities. To make good decisions, grantmakers not only need CPE accurate, current and clear financial information, they »» Hear how philanthropy can be a partner to support also need the ability to interpret and use this data to such efforts. inform decision-making. This session will focus on Speakers: Matt Carpenter (Moderator), Executive Vice President CFP equipping funders with the necessary tools and language and COO, El Pomar Foundation, Colorado Springs, CO; Tara to assess nonprofit financial health, grounded in an Havlicek, Program Officer,M itsubishi Electric America Foundation, overview of the current state of the nonprofit sector. This is an Vernon Hills, IL; Bill Morris, Founder & CEO, Blue Star Recyclers, interactive session that will involve the audience in discussion and Colorado Springs, CO; Kelsey Nolan, Executive Director, The Dakota exercises to deepen learning. Core content includes: an in-depth Foundation, Jamestown, ND; Kristin Todd, Fellowship Alumni review of key concepts and principles of nonprofit finance, an Trustee, The Daniels Fund, Colorado Springs, CO understanding of the indicators of financial health and performance, Matt Carpenter and how to apply those indicators in the context of grantees’ needs. Session Designer: Learning Objectives: Responding to Emergent Issues: Balancing »» Hear an overview of the current state of the nonprofit sector. Timeliness, Responsibility & Diligence »» Learn the types of data one must have to assess Grantmaking nonprofit financial health. 10:15 AM - 11:45 AM »» Understand how to apply these principles when Colorado Hall C evaluating nonprofit effectiveness. Guided by its founding Jewish values, Rose Community Foundation Speakers: Meadow Didier, Senior Associate, Nonprofit Finance Fund, has, for more than two years, undertaken work through the Oakland, CA; Brian Kellaway, Associate Director, Nonprofit Finance Community Action Fund to defend our immigrant and refugee Fund, Boston, MA neighbors and communities vulnerable to hate and discrimination. Session Designers: Amy Latham, Julie Lerudis The work of the Fund has included: unsolicited, one-time, rapid response self-care grants to support 75 organizations being called upon to do more; grants to organizations building leadership Double Your Impact - Recycling capacity, healing divides, and providing direct services to Waste and Job Creation immigrant, refugee, and other communities experiencing hate and Grantmaking discrimination; nonpartisan educational forums and trainings to help 10:15 AM - 11:45 AM community members and organizations come together to learn about Colorado Hall E issues such as immigration, protecting undocumented students in schools, and the upcoming 2020 Census and more. This session will Blue Star Recyclers is an award-winning Colorado-based use the Fund’s work as a case study on balancing philanthropy’s organization whose mission is the recycling of electronics and other desire to swiftly respond to emergent crises and its desire to be materials to create local jobs for people with autism and other intentional and deliberate. disabilities. Its workforce has an aptitude and attitude for careful, detailed, repetitive work, low turnover, low absenteeism and lowest Learning Objectives: lost-time accident rates in the industry. Its work-task teams are »» Understand challenges related to emergent-issue grantmaking. engaged over 98% while on the clock. Recycling fees help achieve »» Learn approaches to address potentially polarizing issues over 90% sustainability and pay workers real wages. This with a staff, board and community having diverse viewpoints approach provides evidence that lack of employment is related and backgrounds. to lack of opportunity. »» Hear how to enter new fields and issue areas in a timely manner without sacrificing due diligence efforts.

9 >> 71ST Annual Conference Program SCHEDULE >> thursday

Speakers: Tricia Bonman, Program Officer, Health, Lunch & Keynote Speaker Wes Moore Rose Community Foundation, Denver, CO; Kelli Rojas, 12:00 PM - 1:30 PM Grants and Data Manager, Rose Community Foundation, International Center Ballroom Denver, CO PSW Update with CEO Tony Fundaro, followed by Keynote Speaker Adrian Cook, Kelli Rojas Session Designers: Wes Moore, CEO of Robin Hood, Army Combat Veteran, Social Entrepreneur, and Bestselling Author Turning Outward for Rural Community Advancement Washington Update and Legal Issues Grantmaking for Community Foundations 10:15 AM - 11:45 AM Community Foundations Colorado Hall D 1:45 PM - 3:00 PM With 30 years of innovation and a $75 million investment, The Colorado Hall F Harwood Institute created a time-tested, road-tested practical Beginning with an update from Washington, there will be way of making lasting change in communities, called “Turning CPE a discussion of current legislative and regulatory topics Outward.” This practice helps communities bridge divides, build such as the universal charitable deduction, student loan capacity, and tackle shared challenges. It is rooted in an orientation- repayment assistance, and potential donor advised fund mindset, using the community as the reference point for creating CLE regulations. Several of the most common legal issues facing change and moving toward a new path of possibility and hope. community foundations today will also be discussed, Grounded in the idea that change begins at the local level, rural including: working with agency funds, relationships with communities and public libraries particularly represent some of CFP geographic affiliates, a community foundation’s role when the greatest successes. By embracing the approach and becoming natural and man-made disaster strikes, giving circles, and community change agents, libraries are now part of the civic committee-advised funds. leadership driving community advancement. As one Texas librarian put it: “The city can no longer view the library as just a quality of life Learning Objectives: issue that is less important than police and fire. It is truly an essential »» Review legal issues related to agency funds, geographic service.” This session will offer insight, inspiration, and actionable affiliates, giving circles, and committee advised funds. lessons based on the Turning Outward philosophy. »» Understand legal compliance when foundations support Learning Objectives: natural and man-made disaster recovery. »» Learn the basics of the Harwood approach, »» Stay abreast of legislative and regulatory activity Turning Outward, and examples of its success. impacting nonprofits. »» Understand the importance of developing Speaker: Suzanne S. Friday, J.D., L.L.M., Vice President Legal Affairs place-based strategies that fit the community, and Managing Director National Standards, Council on Foundations, particularly in rural areas. Washington, DC »» Through actionable lessons, hear how funders Session Designer: Austin Dickson can utilize these principles to create change at the local level. Patient Capital – Driving Portfolio Resilience Speaker: Rich Harwood, President and Founder, The Harwood Governance/Finance Institute for Public Innovation, Bethesda, MD 1:45 PM - 3:00 PM Session Designer: Karin Gerstenhaber Colorado Hall A CPE Foundations must consider evolving regulatory requirements, volatile market conditions, fiduciary responsibility and new strategies in order to fund grant CLE making on an annual basis. However, psychological, cognitive, emotional, cultural and social factors weigh on economic decisions made by staff, committees, and boards. CFP This session will focus on empirical evidence to explore

71ST Annual Conference Program >> 10 SCHEDULE >> thursday

how an institutional investment philosophy and process leads to Mental Health Supports in School Settings improvement in decision making and the creation of a resilient Grantmaking portfolio. Topics covered will include: behavioral biases, strategic 1:45 PM - 2:45 PM and tactical asset allocation, avoiding conflicts of interest, getting the most out of an advisor relationship, and the investment Colorado Hall E continuum. Hear how the chief investment officer responsible Nearly 2 million Texas school children experience a diagnosable for $1 trillion in assets under management evaluates decisions mental illness each year. In addition, mental health care intersects at a strategic and tactical level. with violence and trauma experienced by children. Identification and early intervention is key. Promising practices are being Learning Objectives: developed to help local schools provide supports for students: »» Hear examples from neuroscience on how decisions are made from incorporating social emotional programs and having clinical with emotion and rationalized by data. professionals on campus, to connecting to healthcare networks that »» Learn to identify and address how cognitive bias impacts can access expert help during a crisis. These supports are often not personal and institutional decisions. readily funded through public sources and philanthropy is needed to pilot best practices in school-based mental health models. »» Learn how to ensure optimal delegation, improve governance, enhance fiduciary protection and increase operational efficiency. Learning Objectives: »» Understand the important connection between school-age Speakers: Katie Nixon, Chief Investment Officer, Northern Trust, Chicago, IL; Shannon Morton, Senior Portfolio Manager, Northern years and mental health. Trust, Houston, TX »» Hear promising examples of schools as a point of early intervention and identification of mental health problems. Changing the Narrative: Using an Evidence- »» Explore a roadmap for implementing mental health based Approach to Talk about Aging interventions in schools. Grantmaking Speakers: Sarah Davidon, Ed.D., Director of Research and Child & 1:45 PM - 2:45 PM Adolescent Strategy, Mental Health Colorado, Denver, CO; Michelle Colorado Hall C Harper, Vice President, Child and Family Policy, Meadows Mental Health Policy Institute, Austin, TX Demographic shifts occurring in the American Southwest and the country are generating concerns and issues for aging individuals Session Designers: Adrian Cook, Terese Stevenson and the advocates who support them. This session is presented by a multi-agency partnership called “Changing the Narrative in The Border Wall: Eminent Domain, Colorado,” which offers a new approach to talk about aging in Immigration, and Ecology which people of all ages thrive. Presenters will define “ageism” and Grantmaking how, when directed against older people, its effects are harmful to communities and the economy. 1:45 PM - 2:45 PM Colorado Hall B Learning Objectives: Border security is important to us all, but how will a fence or wall »» Learn what the public believes about older people and aging affect personal property rights, flood control, wildlife management, in America, and the benefits of positive messaging to mitigate habitat integrity, and human rights? Where is the line drawn? A negative or prejudicial attitudes about older people. panel of four speakers will inform and educate funders on the »» Hear specific strategies that have been proven to shift public implications of a border wall to equip them with answers. The opinion in a positive direction, to increase support for discussion will be supplemented with an evening showing in the age-friendly policies and decrease bias against older people. Broadmoor theatre of the 100 minute film, titled: “The River and The Wall,” followed by an interactive discussion with the film’s »» Understand common words and phrases that can have director, Ben Masters (Austin, TX). unintended negative consequences because they reinforce ageist attitudes and prejudicial stereotypes about older people. Learning Objectives: »» Understand the human and environmental consequences that Speakers: Lisa Sullivan, Program Officer,N extFifty Initiative, Denver, CO; Janine Vanderburg, J.D., Chief Catalyst and Lead Trainer, a border fence or wall would have. Changing the Narrative in Colorado, Denver, CO »» Learn the issues and short- and long-term impact such a wall would present. Session Designers: Adrian Cook, Lisa Sullivan »» Hear specific examples on this important topic.

11 >> 71ST Annual Conference Program SCHEDULE >> thursday

Speakers: Sr. Norma Pimentel, Executive Director, Catholic Charities Conversations Around Trustee Governance, of the Rio Grande Valley, San Juan, TX; Eric Sprague, Vice President Roles and Strategic Leadership for Forest Restoration, American Forests, Washington, DC; Marianna Treviño Wright, Executive Director, National Butterfly Center, Governance/Finance Mission, TX; David Yeates, CEO, Texas Wildlife Association, San 3:15 PM - 4:45 PM Antonio, TX International Center South Session Designers: Jan Cato, Mike McCoy This interactive session provides an introduction to the basic principles of foundation governance by reviewing trustees’ role, 2020 Census: Counting the expectations, and how to carry out effective governance. The presentation will utilize a unique frame for balancing fiduciary Emerging Southwest oversight and accountability with strategic leadership and Trending partnership. While governance issues are not one-size-fits-all, 1:45 PM - 2:45 PM trustee responsibilities and best practices will be discussed, including Colorado Hall D the board’s strategic and adaptive role in overseeing the organization. Often well-versed in their oversight role (financial, legal, and ethical The 2020 census will have lasting effects on both oversight), trustees may be less comfortable with their strategic and CPE urban and rural areas. Data from the census will be adaptive role in navigating a state of ongoing change and uncertainty. used to determine apportionment and redistricting for Congress, state legislatures, city councils, and school districts. It Learning Objectives: will also determine how more than $800 billion in federal funds »» Learn the key governance roles and responsibilities of board are distributed to states and localities, impacting not only local and of trustees. state governments, but also businesses, nonprofits and foundations. »» Understand the balance of fiduciary oversight and accountability Historically, the census has missed disproportionate numbers of with strategic leadership and partnership. racial minorities, older adults, immigrants, young children, rural populations, and the poor. A fair and accurate census count affects »» Gain awareness for appropriate application of best practice all of philanthropy and the various causes it supports. within community, family, or independent foundations. Learning Objectives: Speakers: Laura L. Duty, Principal, Laura Duty & Associates, Dallas, TX; Anne Wallestad, President & CEO, BoardSource, Washington, DC »» Learn the multitude of issues and unprecedented challenges surrounding the upcoming 2020 census that could lead to an Session Designers: Margaret Black, Shelley Sweatt, Ed.D. unfair and inaccurate count. »» Understand what’s at stake for philanthropy and the Southwest Foundation Staff Essentials: region as a result of the 2020 census. The Profound Basics of Your Work »» Hear how funders and others are staying informed and Philanthropy Practice engaging in support of a successful 2020 census. 3:15 PM - 4:45 PM Speakers: Meghna Goswami, Senior Program Officer, Houston Colorado Hall E Endowment Inc., Houston, TX; Maggie Gunther Osborn, Senior There are many paths to becoming a grantmaker and Vice President & Chief Strategy Officer, United Philanthropy Forum, CPE very few of those paths go through graduate programs Washington, DC; Rosemary Rodriguez, Executive Director, Together in philanthropy. Many of us learn the ropes through We Count, Denver, CO trial and error! What are the essentials for being a highly effective Session Designers: Michael Martinez, Abel Wurmnest program officer or foundation staff person? There are resources out there for learning the nuts and bolts of your job, but the adaptive challenges you face in today’s complex environment require different skills. This session will explore the “profound basics” of your work — the adaptive skills of listening, discernment, intentionality, and reflection that lead to continual improvement, meaningful relationships, and significant impact. Come and hear stories and advice from experienced program staff about the “essentials” they have discovered throughout their careers, and reflect on your own story and next steps.

71ST Annual Conference Program >> 12 SCHEDULE >> thursday - FFridayRIDAY

Learning Objectives: Optional Activities »» Understand the essentials of being an effective foundation staff 7:30 AM - 8:30 AM person in today’s complex environment. Yoga »» Hear stories from experienced program staff about the practical Jones Room, Broadmoor Golf Club application of these skills. »» Assess your own proficiency in the “profound basics” and 5K Run with the PSW CEO & determine next steps in your own learning and growth. Board President Start at Broadmoor Golf Club Speaker: Jessica Bearman, Principal, Bearman Consulting/Project Streamline, Viola, ID Successful Parents: Activating the Session Designers: Adrian Cook, Shelley Sweatt, Ed.D. “Secret Sauce” in Children’s Health, Education and Development Small Receptions: 7:30 am - 8:30 am 5:00 PM - 6:00 PM International Center SoutH Child Well-being Funders Parents are the “secret sauce,” as their children’s first teacher, best advocate and most important role-model. Reaching parents of young remington room children can be challenging, especially for low-income families Community Foundations juggling many responsibilities and those in rural communities where Colorado Hall F long distances and limited transportation raise the ante. Investing in strategies that build parents’ capacity pays off in their children’s Healthcare Funders health, education and development. This interactive session will Colorado Hall C explore how communities involved in the Campaign for Grade Level Rural Funders Reading (GLR) are doing so. GLR communities support traditional home visiting and early education programs, work with partners schreyvogel room like housing providers, health centers and local businesses, leverage Environmental Grantmakers technology and work in nontraditional sites like laundromats and south terrace/divide room barbershops. Breakfast provided. Learning Objectives: “The River and the Wall” »» Discuss with local funders what’s working and what’s challenging in building parents’ capacity to help their Documentary Film children succeed. 8:00 pm - 9:40 pm »» Hear innovative solutions that work in rural communities, Broadmoor Theater including those that exploit natural settings like laundromats View a screening of this award-winning film which explores and barbershops. the potential impacts of a border wall on the natural »» Participate in a roundtable conversation and learning exchange environment, followed by an interactive discussion with about this important work. the film’s director, Ben Masters. Speaker: Ralph Smith, Managing Director of the Campaign for Grade Level Reading, Washington DC FRIDAY, OCTOBER 18 Session Designer: Jennifer Grassham Conference Registration Open 7:00 AM - 6:00 PM Breakfast Colorado hall lobby 7:30 am - 9:00 am International Center, North & Center Come pick up your name badge, program and other conference materials at the registration desk.

13 >> 71ST Annual Conference Program SCHEDULE >> FFridayRIDAY

Women’s Initiatives Panel Plenary Building Strong and Inclusive Communities 9:00 am - 10:00 am Grantmaking international center ballroom 10:15 AM - 11:45 AM »» Lauren Y. Casteel, President & CEO of The Women’s Colorado Hall C Foundation of Colorado Grantmakers are engaged in innovative efforts to support strong »» Rosie Rios, former Treasurer of the United States and Visiting and inclusive communities by ensuring that New Americans can Scholar at the Radcliffe Institute for Advanced Study at complete their naturalization process and upskill to meet the needs Harvard University of the labor market. Presenters will offer dynamic discussion on lessons learned and best practices developed in Texas, Colorado, » Dena L. Jackson, Ph.D, COO for Texas Women’s Foundation » and New Mexico that address this challenge. Learning Objectives: Advancing Nonprofit Leadership - From Success to Significance »» Learn about specific efforts directed toward ensuring that those eligible are naturalizing, as well as accessing upskilling Trending to build a stronger workforce. 10:15 AM - 11:45 AM »» Understand the strategy that was developed to accomplish Colorado Hall D this goal. Leadership is the “special sauce” of organizational effectiveness. »» Hear from colleagues about challenges in leveraging funding There is increasing recognition of the need for philanthropy to to improve outcomes for New Americans that support direct attention to cultivating the capacity of senior nonprofit stronger communities. leaders. On average, funders invest less than 1% of their grant funds in leadership while making philanthropic investments based Speakers: Kevin Douglas, Director of National Programs, on leaders they trust. While many nonprofit management degree Grantmakers Concerned with Immigrants and Refugees, programs exist, management differs from leadership and there are Sebastopol, CA; Felicia Escobar Carrillo, Director of Immigration, precious few resources targeted to helping senior nonprofit leaders The Beacon Fund, Denver, CO; Geri P. Mannion, Program Director, achieve their full potential as leaders and change-makers. Strong U.S. Democracy Program and Special Opportunities Fund, Carnegie leadership programs targeted to high level leaders also have the Corporation of New York, New York, NY; Melissa Rodgers, J.D., effect of cultivating a powerful peer-to-peer cohort. This session will Director of Programs, Immigrant Legal Resource Center, explore essential qualities of great leadership in the nonprofit sector San Francisco, CA and engage in conversation with seasoned nonprofit leaders about Session Designers: Adrian Cook, Aryah Somers Landsberger their leadership trajectory, challenges, and successes through two established fellowship programs. Financial Fraud: Things That Keep Learning Objectives: You Awake at Night »» Understand the importance of programs that provide Governance/Finance tools, guidance, and powerful experiences for personal and 10:15 AM - 11:45 AM professional growth to senior nonprofit leaders. Colorado Hall A »» Hear how the philanthropy commitment and investment of Designed for foundation trustees and executives, this two foundations have addressed the leadership deficit: The session focuses on the latest national fraud statistics, Livingston Fellowship Program, Bonfils-Stanton Foundation CPE including prevalent types of deceptions, who within in Colorado; and the Bush Fellows Program at the Bush an organization is most likely to commit such acts, and Foundation in Minnesota. CLE what can be done to mitigate this risk. Case studies »» Learn from leaders engaged in these programs how their own and authentic examples will be presented, along with leadership effectiveness has been advanced. indicators signaling fraudulent behavior and controls that can prevent the likelihood of occurrence. Responsibilities of Speakers: Carl Clark M.D., President/CEO, Mental Health Center trustees versus staff will be emphasized and specific controls will be of Denver, Denver, CO; Gene Gelgelu, President and CEO, African addressed, including: controlling the environment, payroll, hiring Economic Development Solutions, St. Paul, MN; Jesse King, Managing process, disbursements/contracts, bank reconciliations, credit Director, Fulcrum Advisors LLC, Evergreen, CO; Sonya Ulibarri, card purchases, receipts, physical safeguards, financial statements, President & CEO, Girls Inc. of Metro Denver, Denver, CO electronic systems, and segregation of duties. Session Designer: Gary Steuer

71ST Annual Conference Program >> 14 SCHEDULE >> FFridayRIDAY

Learning Objectives: Improving Child Well-Being with »» Understand how to assess vulnerabilities within an organization Cross-Sector Collaboration that are conducive to fraud. Grantmaking »» Be able to identify behaviors or symptoms that indicate “red 10:15 AM - 11:45 AM flag” warning signs for the possibility of fraud. Colorado Hall E »» Learn best practices to establish appropriate controls to protect The Family First Prevention Services Act (Family First) is the your organization. most significant change to federal child welfare funding in more Speakers: Neely Duncan, C.P.A., C.F.E., F.C.P.A., Partner, BKD CPAs than a generation, with potential to dramatically improve child and Advisors, Dallas, TX; Nichole Kubly, C.P.A., Director, BKD CPAs safety, reduce abuse and neglect, and strengthen the capacity of and Advisors, Denver, CO communities and systems to more effectively meet the needs of children and their families. Presenters will deliver a high level Session Designers: Matt Carpenter, Shelley Sweatt, Ed.D. briefing on Family First followed by facilitated dialogue highlighting the unique opportunities this historic legislation presents to Implementing Impact Investing philanthropy. The session will feature child welfare leaders, Philanthropy Practice community-based providers, and foundations that utilize cross- 10:15 AM - 11:45 AM sector collaboration to safely reduce the number of children entering foster care. These collaborations have led to significant improvement Colorado Hall B in key safety well-being outcomes for children and their families. This presentation will provide philanthropy practitioners CPE with practical tools to implement impact investing Learning Objectives: from the program related investment (PRI) perspective. »» Learn about the role philanthropy can play in supporting Presenters will specifically address loan basics, tax implementation of the Act. CLE credits, the IRS definition of PRIs, how PRIs qualify »» Hear about specific opportunities the Act presents. toward a foundation’s 5% annual payout requirement, how loans can become grants, equity PRIs, and impact »» Understand how foundations can strategically focus on CFP measurement. Strategies for grantee engagement that improving the quality of caregiving using trauma-informed encourages PRI opportunities will also be presented. approaches to working with families in crisis. This session serves as a companion to the introductory impact Speakers: Christine Calpin, Managing Director - Public Policy, Casey investing session. Family Programs, Washington, DC; Adrian Cook, Director of Research Learning Objectives: and Evaluations, The Rees-Jones Foundation, Dallas, TX; Laura Losinger, Rees-Jones Center for Foster Care Excellence Administrator, »» Understand the technical requirements of PRIs. Children’s Health, Dallas, TX; Ann Stanley, Managing Director, Casey »» Hear how PRIs can be implemented in creative ways. Family Programs, Austin, TX; William Young, J.D., Executive Director, The Alice Virginia and David W. Fletcher Foundation, Hagerstown, MD »» Learn strategies to establish a common basis with grantees when communicating with them about PRIs. Session Designers: Michael Martinez, Toya Randall Speakers: Catherine Burnett, Chief Impact Officer, Phillips Foundation, Greensboro, NC; William F. Jarvis, Managing Moving from Connecting to Engaging: Director, Bank of America, New York, NY; Tracey Stewart, Addressing Emerging Community Investment Director, Family Economic Security, Gary Needs While Increasing the Impact Community Investments, Denver, CO of Donor Relationships Session Designers: Margaret Black, Adrian Cook Community Foundations 10:15 AM - 11:45 AM Colorado Hall F In this session, foundation experts will share their success in enhancing donor engagement and fundraising efforts. Panelists will focus their remarks on cultivating donor co-investment. They will discuss how this strategy can impact donor engagement in both the

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short and long-term while also meeting pressing community needs, Learning Objectives: and share information about donor education efforts that inspire »» Learn lessons from GHCF about governance, data, and giving (both unrestricted and donor advised gifts). Each speaker will equity in the deployment of funds. provide a short presentation, followed by a moderated discussion between the two foundations and audience. »» Hear about community collaboration created immediately after the disaster. Learning Objectives: »» Gain insight into best practices for philanthropy to better »» Understand how to catalyze opportunities to affect change in respond in their own community. communities into deeper engagement with foundation donors. Speakers: Jo Z. Carcedo, Vice President for Grants, Episcopal Health »» Hear how responsiveness to donor and community needs, Foundation, Houston, TX; Elena White, Consultant, Greater Houston co-investment strategies, active participation, and feedback Community Foundation, Houston, TX; Renee Wizig-Barrios, Senior channels influence donor engagement and result in Vice President & Chief Philanthropy Officer, Greater Houston greater outcomes. Community Foundation, Houston, TX »» Learn to identify effective communications strategies to address Session Designers: Natalie Kelinske, Robert Sepeda donor perceptions and, ultimately, elicit support. Speakers: Lindy Eichenbaum Lent, President and CEO, Rose Better Together - Funder Collaboratives Community Foundation, Denver, CO; Matthew Randazzo, President Trending and CEO, The Dallas Foundation, Dallas, TX; Kelli Rojas, Grants and Data Manager, Rose Community Foundation, Denver, CO 1:45 PM - 2:45 PM Colorado Hall D Session Designers: Austin Dickson, Kelli Rojas, Dawn Townsend How do funder partnerships come together, and how do funders work together on implementation? How does a national funder Lunch, Plenary Speaker Ralph Smith work in a local community in a way that is synergistic with local & Annual Meeting funders, avoiding miscommunication and conflict? This session 12:00 pm - 1:30 pm will explore a variety of approaches to funder collaboration International Center Ballroom through three successful examples: the Arts in Society program in Colorado, the Family Independence Initiative in Austin, and Lunch and remarks from plenary speaker Ralph Smith, Managing Bloomberg Philanthropies’ Arts Innovation and Management in Director of the Campaign for Grade-Level Reading several U.S. cities. Applied Learning from the Hurricane Harvey Learning Objectives: Relief Fund: Governance, Data and Equity »» Learn from the experience of these funders what it takes to get Community Foundations the ball rolling, as well as common pitfalls. 1:45 PM - 2:45 PM »» Understand how to build partnerships that work and how to measure success. Colorado Hall F »» Hear how national funders and community-specific funders can After the devastation caused by Hurricane Harvey, the Greater effectively address common objectives. Houston Community Foundation (GHCF) managed the “Hurricane Harvey Relief Fund,” which raised and deployed over $114 million Speakers: Anita Contini, Arts Program Lead, Bloomberg during the course of one year in the service of affected Houstonians. Philanthropies, Houston, TX; Kim McPherson, Senior Program The Fund represented a unique joint partnership between local Officer, St. David’s Foundation, Austin, TX; Gary Steuer, President government entities, as well as unprecedented levels of collaboration and CEO, Bonfils-Stanton Foundation, Denver, CO by local philanthropy. The Fund’s intentional and strategic approach Session Designers: Gary Steuer, Lisa Trahan to governance, data and equity offers many lessons for other communities nationwide. This interactive session will provoke participants to push their thinking about how their foundations can better prepare for and react to disasters in their local communities.

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Big Impact for Small Towns through Learning Objectives: Regional Collaboration »» Learn practical and actionable steps that boards and executive Grantmaking leadership can use to integrate learning into the culture at all levels of the organization. 1:45 PM - 2:45 PM Colorado Hall E »» Understand how foundations on the leading edge of this work are integrating strategic learning into the governance Collaborations thrive when all parties are committed and learn of the organization. alongside one another in deep and meaningful ways to drive extraordinary results. The Texas Rural Funders Collaborative »» Hear highlights of actual outcomes and a toolkit for cultivating (TRFC) exemplifies such a group of private, community, and an organizational culture of learning. health-conversion foundations who recognized their common Speaker:: Joelle Cook, Director, FSG, Seattle, WA goals to preserve and strengthen rural life in Texas. Central to their work is a commitment to an asset-based perspective: focusing on Session Designers:: Amy Latham, Abel Wurmnest what is working rather than what is not. Within months, the TRFC sponsored research, a statewide survey, and a listening tour focused Foundations as Conveners: Advancing Your on broadband access. They later convened a sell-out event with Mission with Nonprofit Coalition Building the Texas Tribune on “The Future of Rural” and assembled a Rural Advisory Group of practitioners to inform their initiative and, Governance/Finance eventually, their grantmaking. 1:45 PM - 2:45 PM Colorado Hall A Learning Objectives: Public and private foundations play a critical role in amplifying »» Understand the value of thoughtful planning and inclusive the voices of underserved communities and advancing important decision-making through collaboration. charitable causes. One way they can maximize their impact is by »» Hear the steps taken by a diverse group of funders, convening others around shared missions and goals. By bringing including how the TRFC moved from talk to action in nonprofit advocates, government, businesses, and funders together a short period of time. at a common table, foundations can increase their capacity to advocate on behalf of the communities they serve and coordinate »» Understand the importance of collecting data to raise up strategic responses to the issues faced by their constituents. and amplify rural voices. Presenters will introduce “The Advocacy Capacity Tool” (ACT), Speakers: Deborah Markley, Ph.D., Senior Vice President, LOCUS which builds nonprofit readiness for advocacy, identifies advocacy Impact Investing, Chapel Hill, NC; Ellen Ray, Executive Director, skills, and boosts outcomes. The tool is useful in evaluating coalition Still Water Foundation, Austin, TX goals, plans, strategies, and operations, serving as a powerful resource for funders. Session Designer: Karin Gerstenhaber Learning Objectives: Building a Culture of Learning for »» Hear examples of successful nonprofit partnerships organized Boards and Trustees by foundation conveners. Governance/Finance »» Learn about a tool that funders and their grantees can use to 1:45 PM - 2:45 PM strengthen capacity to advocate for a common cause. Colorado Hall B »» Understand how evaluation powerfully strengthens community Foundations are increasingly recognizing that in order partners’ collective efforts. CPE to address complex social challenges, a culture of Speakers: Amanda Cloud, President & CEO, The Simmons continuous learning and adaptation must be present. Foundation, Houston, TX; Natalie Ossenfort, J.D., Texas Director, Without one, it is impossible to know what strategies are working, Alliance for Justice, Dallas, TX; Shannon Williams, Advocacy which ones are not, and why. These fundamental questions help Evaluation Manager, Alliance for Justice, Washington, DC foundations identify maximum impact with limited resources. Boards and trustees play a vital role in supporting organizational Session Designers: Adrian Cook, Natalie Ossenfort learning. Often, however, constraints (too little time, too many priorities, not enough evidence, or not the right kind of evidence) prevent boards and trustees from engaging in deep strategic learning alongside staff.

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Making Moves: DEI, Immigrants and Learning Objectives: Refugees, and Your Philanthropy »» Understand what blockchain is and its origin, as well as the Grantmaking types, financial valuations, and trends in cryptocurrency. 1:45 PM - 2:45 PM »» Hear about the implications of cryptocurrency donations Colorado Hall C on philanthropy. Many foundations are exploring how principles of diversity, equity, »» Gain insight into the application of blockchain and and inclusion (DEI) can be integrated into their governance and cryptocurrency in the future — for philanthropy and grantmaking. Such efforts may overlook a critical perspective social benefit. pertaining to the state of affairs specific to immigrants and refugees. Speakers: Vance Brown, CEO, National Cybersecurity Center, Amid a heightening crisis that has been building for over a decade Colorado Springs, CO; Hannah Parsons, CEO, Exponential Impact, and goes back centuries, grassroots efforts that are rooted in Colorado Springs, CO immigrant and refugee communities are key to creating a better Matt Carpenter, Adrian Cook, Michael Martinez future for all. Funders have the opportunity to connect with these Session Designers: efforts, using their resources, voices, and power to work alongside these promising movements for justice and prosperity. This Building a Collaborative Network That Solves engaging, interactive session will explore how to begin and highlight Social Determinants of Health promising examples for taking action in your community. Grantmaking Learning Objectives: 3:15 PM - 4:15 PM »» Understand grantmaking trends and apply recommendations Colorado Hall E sourced from the immigrant and refugee communities across CONNECT + ABILITY at Warm Springs serves people with life- the country, including the Southwest. altering injuries, their families, and caregivers. It helps those who »» Learn how to strengthen pro-immigrant movement have suffered traumatic injuries make the transition home from the groups’ ability to build relationships with grantmakers on hospital and find their “new normal.” Sadly, on top of their new life their own terms. circumstances, most clients experience additional complications in obtaining assistance due to the Social Determinants of Health »» Explore how supporting the pro-immigrant movement (SDoH). While there are many San Antonio, Texas, organizations strengthens progress on community issues. that address SDoH, there was not a way to formally collaborate and coordinate services until an alliance of like-minded community Speakers: Aaron Dorfman, President & CEO, National Committee for Responsive Philanthropy, Washington, DC; Carlos Martinez, organizations came together. By bringing these organizations together President and CEO, Latino Community Foundation of Colorado, in one collaborative platform, the alliance formed virtual care teams Denver, CO; Stephanie Tanny, Development Director, Colorado that safely collaborate, share information, and deliver warm referrals Immigrant Rights Coalition, Colorado Springs, CO so no one falls through the cracks. The platform compiles longitudinal social records for each client over time, helping paint a comprehensive Session Designers: Ben Barge, Adrian Cook picture of their complex needs, provide more informed care, and drive better health outcomes. Blockchain and Philanthropy Learning Objectives: Trending »» Learn how to build collaborative community networks 3:15 PM - 4:15 PM that bring together multiple stakeholders. Colorado Hall D »» Hear about the types of data sharing agreements that “Blockchain” is the underpinning of a grassroots are necessary to safely and securely share personal CPE accounting of digital assets, which is finding its first health information. wide use with “cryptocurrency.” This emerging »» Understand how to measure outcomes using a collective technology is impacting philanthropy with a vision impact model among grantees. CFP for achieving future social benefit. This session will explain the basics and important nuances of blockchain, Speakers: Dawn Dixon, Executive Director, CONNECT + ABILITY including its origins following the Great Recession. at Warm Springs, San Antonio, TX; Helen Eversberg, Board Chair, It will also explore the philanthropic and social uses CONNECT + ABILITY at Warm Springs, San Antonio, TX; Jeniffer of blockchain and cryptocurrency. Richardson, Vice President, Family Initiatives, United Way of San Antonio and Bexar County, San Antonio, TX Session Designers: Adrian Cook, Dawn Dixon

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Community Foundations: The “Go-To” Speakers: Tariana Navas-Nieves, Director of Cultural Affairs, for Planned Gifts Denver Arts & Venues, Denver, CO; Gary Steuer, President and CEO, Bonfils-Stanton Foundation, Denver, CO Community Foundations 3:15 PM - 4:15 PM Session Designers: Amy Latham, Gary Steuer Colorado Hall F Understanding and Preventing Hate Crimes Community foundations are uniquely suited as a “go-to” resource to facilitate gifts for donors interested in leaving a Grantmaking legacy. This session will offer community foundations a variety 3:15 PM - 4:15 PM of approaches to promoting planned giving and stewarding Colorado Hall C planned giving donors. This session will give you the tools to This presentation begins with the history of Matthew work towards making your community foundation the leading CLE Shepard and his namesake Foundation, focusing on resource for planned giving in your region. the history of hate crime laws in the United States. Learning Objectives: The presenter will review: the various definitions of hate crimes, differences between state and federal laws, the offense type, relevant »» Learn strategies for soliciting planned gifts and providing bias and frequency of hate crimes over time and in different parts ongoing stewardship of these types of gifts. of the country, problems with underreporting, law enforcement »» Understand how to build a planned giving prospect list. use of statutes, and prosecutions. Advice on prevention of hate »» Hear strategies to secure planned gifts from existing donors crimes will also be offered. and activities to keep planned giving donors engaged in the Learning Objectives: foundation’s work. »» Learn the history of U.S. hate crime laws and variations Speaker: Carolyn A. Newham, J.D., Senior Director of Donor between state and federal doctrines. Relations & Services, Communities Foundation of Texas, Dallas, TX »» Understand the implication of underreported crimes Session Designer: Natalie Kelinske on prosecutions. »» Hear proven strategies for advocating for prevention Grantmaking Through an Equity Lens of hate crimes. Philanthropy Practice Speaker: Jason Marsden, Executive Director, Matthew Shepard 3:15 PM - 4:15 PM Foundation, Denver, CO Colorado Hall A Session Designer: Julie Lerudis There is an increasing recognition among funders of the need to examine grantmaking processes to ensure that the full spectrum Why Would a Foundation Want to of communities are being served equitably. Are grants made that no longer serve foundation objectives, communities of color, and Partner with a School District? other marginalized populations? Is there unintended bias in grant Grantmaking processes, forms, and evaluation requirements that perpetuate this 3:15 PM - 4:15 PM inequity? This session will explore how foundations of all sizes can Colorado Hall B re-tool their grantmaking to both honor their missions and donor Foundations often write off school districts as grantees, citing them intent, and honestly scrutinize their grantmaking through the lens of as bureaucratic, politicized, publicly funded black-hole entities. equity, while engaging board and staff in the re-examination process. Yet the potential to positively touch a majority of the community’s Learning Objectives: children makes navigating the effort worthwhile. Join a conversation »» Understand how foundations can achieve impact through more featuring two successful collaborations initiated by St. David’s effective, transparent, and equitable grantmaking practices. Foundation with the Austin Independent School District (AISD) that positively impacted children in Central Texas. One partnership » Learn tools available to apply an equity lens that serves the » focused on Social Emotional Learning (SEL) and was subsequently public good and is responsive to people and communities with expanded when joined by additional funders, enabling AISD to the least wealth and opportunity. phase SEL into all 129 district schools. Results have been highly »» Hear practical information and ideas to operationalize equity impressive. A second Healthy School Food (HSF) partnership was in a wide variety of foundation practices.

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later initiated, which is transforming school meals. Join this session for details on how the partnerships evolved into two successful and innovative programs. Learning Objectives: »» Understand the potential of creating an impactful partnership with a school district committed to improving the emotional and physical health of its student body. »» Learn the details of how philanthropy is changing the lives of students in AISD. »» Hear how to engage partner foundations in projects to positively impact children. Speakers: Kim McPherson, Senior Program Officer, St. David’s Foundation, Austin, TX; Michelle Wallis, Executive Director, Austin Independent School District and Austin Ed Fund, Austin, TX Session Designer: Lisa Trahan

All Conference Reception 6:00 pm - 8:30 pm Ent Center for the Arts The All Conference Reception will be held in the Ent Center for the Arts, a 92,000 square-foot performing and visual arts complex on the University of Colorado, Colorado Springs campus. Buses depart at 5:30 PM from The Broadmoor’s South Building.

SATURDAY, OCTOBER 19 Conference Registration Open 7:30 AM - 9:00 AM international hall lobby

Closing Breakfast & Plenary Speaker Randy Cohen 8:00 am - 9:00 am International Center Ballroom Breakfast and remarks from plenary speaker Randy Cohen on the impact of Tax Cuts and Jobs Act on charitable giving

Annual Conference Committee Meeting: Debrief for Joint 2019/2020 Annual Conference Committees 9:15 AM - 10:00 AM Colorado Hall C

71ST Annual Conference Program >> 20 IMPORTANT INFORMATION

Social Media Continuing Professional Education Attendees who Use #PSWForward when posting to Twitter and Facebook CPE wish to earn CPE credit must indicate their intent on the conference registration form and pay a fee of $25. Conference No Solicitation Policy Certificates of Attendance will be distributed at the end of each CPE designated session. Please know that while the sessions The conference is not intended to be an opportunity for offer an opportunity for those in need of continuing professional solicitation of any kind, including solicitation for business, education to earn credit, these sessions are open to anyone fund management, or grants. interested in the topic. Attendees need not be a CPA, attorney, Conference Eligibility and or in a position of financial oversight. Who Should Attend Philanthropy Southwest is registered with the National Those eligible to attend the conference include trustees and staff Association of State Boards of Accountancy (NASBA) of grantmaking organizations, community foundation fund donors, as a sponsor of continuing professional education on individual donors, and representatives of corporate giving programs. the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual Conference Meals courses for CPE credit. Complaints regarding registered sponsors The following meals will be provided to full registrants may be submitted to the National Registry of CPE Sponsors through of the conference: its website: www.nasbaregistry.org. Attorneys who wish to earn Thursday Friday Saturday Continuing Legal CLE Breakfast Breakfast Breakfast Education (CLE) credit hours must indicate their Lunch Lunch intent on the conference registration form and pay the Evening Reception $25 administration fee. Certificates of Attendance will be distributed at the end of each CLE designated session. Sessions identified with the CLE icon are approved by the Texas State Board of Continuing Spouses and Guests Legal Education. The spouse/guest registration fee includes full conference ® participation and all meals and breaks provided during the Certified Financial Planner™ (CFP ) Professionals CFP conference. Only spouses and guests NOT affiliated or employed who wish to earn continuing education credit hours must by a foundation are eligible for the spouse/guest rate. indicate their intent on the conference registration form and pay the $25 administration fee. Certificates of Attendance will be distributed at the end of each CFP designated session. Sessions identified with the CFP icon have been approved by the Certified Financial Planner Board.

With support from Aon Download Philanthropy Southwest’s Annual Conference Mobile App! Get the app on your mobile device now, for free. 1. Visit this URL on your device: https://guidebook.com/g/pswforward/ 2. Tap the “download” button to get the free Guidebook app 3. Open Guidebook and look for the guide: Philanthropy Southwest 71st Annual Conference OR Scan the QR Code with your phone QR scanner.

21 >> 71ST Annual Conference Program Conference >> map

THE BROADMOOR

BROADMOOR MAIN Crystal Room Theater BROADMOOR WEST West Terrace BROADMOOR EVENT CENTER International Center (IC) IC North, IC Center Penrose Heritage Museum BROADMOOR SOUTH South Terrace

71ST Annual Conference Program >> 22 We’re proud to support Philanthropy Southwest Annual Conference

At Bank of America, we’re committed to supporting the diverse philanthropic organizations that play an important role in the communities where we live and work.

We strive to help make your philanthropic endeavors more effective, efficient and personally fulfilling. Drawing on our deep resources and experience, we can work together to design, implement and evaluate your philanthropic plan.

To learn how we can help you pursue your philanthropic goals, please contact your advisor or visit privatebank.bankofamerica.com/philanthropy

Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of Bank of America Corporation. Investment products: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value © 2019 Bank of America Corporation. All rights reserved. | AR7KMLGK | AD-08-19-0643 | 08/2019

23 >> 71ST Annual Conference Program 71ST Annual Conference Program >> 24 25 >> 71ST Annual Conference Program We are proud to support Philanthropy Southwest’s Annual Conference

Improving Colorado lives through self-sufficiency

71ST Annual Conference Program >> 26 27 >> 71ST Annual Conference Program LARGE-SCALE PERSONAL RESOURCES COMMITMENT

When you have the institutional investment resources you need, you’re ready for today, and tomorrow. Visit www.pnc.com/iam

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The PNC Financial Services Group, Inc. (“PNC”) uses the marketing name PNC Institutional Asset Management® for the various discretionary and non-discretionary institutional investment, trustee, custody and related services provided by PNC Bank, National Association (“PNC Bank”), which is aMember FDIC, and investment management activities conducted by PNC Capital Advisors, LLC, an SEC-registered investment adviser and wholly-owned subsidiary of PNC Bank (“PNC Capital Advisors”). PNC uses the marketing name PNC Institutional Advisory Solutions® for discretionary investment management, trustee, and related services conducted by PNC Bank. PNC uses the marketing name PNC Retirement Solutions® for investment, consulting, trustee, and custody services for employer-sponsored retirement plans provided by PNC Bank. PNC does not provide legal, tax, or accounting advice unless, with respect to tax advice, PNC Bank has entered into a written tax services agreement. PNC Bank is not registered as a municipal advisor under the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Act”). Investment management and related products and services provided to a “municipal entity” or “obligated person” regarding “proceeds of municipal securities” (as such terms are defined in the Act) will be provided by PNC Capital Advisors. Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value. “PNC Institutional Asset Management,” “PNC Institutional Advisory Solutions,” and “PNC Retirement Solutions” are registered marks of The PNC Financial Services Group, Inc. ©2019 The PNC Financial Services Group, Inc. All rights reserved. INV PNCII PDF 0419-0128-1221301

71ST Annual Conference Program >> 28 29 >> 71ST Annual Conference Program NOTES>>

NOTES>>

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71ST Annual Conference Program >> 30 Proud Sponsors. Because We Know A Good Investment When We See One.

Northern Trust is proud to sponsor Philanthropy Southwest’s 71st Annual Conference. For nearly 130 years, we’ve been meeting our clients’ financial needs while nurturing a culture of caring and a commitment to invest in the communities we serve. Because great returns can come from anywhere.

FOR MORE INFORMATION CONTACT Valerie Trottier, Managing Director Foundation & Institutional Advisors 2398 East Camelback Road, Suite 1100 Phoenix, Arizona 85016 602-468-2527 or [email protected] northerntrust.com

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