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Pre-Conference Activities
Saturday, January 22, 2005
1:00–6:00 p.m.
Family Dynamics and Foundation Performance Workshop
1:00–6:00 p.m.
Next Generation Retreat
12:00–5:00 p.m.
Trip to Everglades National Park
1:00–6:00 p.m.
Family Foundations Strengthening Vulnerable Families Workshop
6:30–8:00 p.m.
Young People in Philanthropy Reception
Sunday, January 23, 2005
9:00–9:45 a.m.
Conference Orientation
10:00–11:30 a.m.
Opening Brunch
Introduction of Stewardship Principles and Practices, Kathleen Odne
Plenary Speaker, Dennis Archer
12:00–1:30 p.m.
Concurrent Sessions
Institute
What Boards Do
Board Governance
Ethical Decision-Making: Is Gray Okay?
Do You Know What's on Your 990 PF?
Grantmaking
Diversity at a Crossroad
ABCs of PRIs
Management
Effectively Communicate Your Message and Build Relationships
Forum
National Elections: Impact on Public Policy and Grantees
2:00–3:30 p.m.
Concurrent Sessions
Institute
Legal Basics
Board Governance
Inclusion vs. Selection: Board Eligibility in Your Foundation
The Power and Peril of Discretionary Grants
Grantmaking
Making and Evaluating Public Policy Grants
Management
Leadership in a Changed World
True Costs of Foundation Administration
Forum
The Future of Philanthropy
3:30–4:15 p.m.
Afternoon Tea in Resource Central
4:30–5:45 p.m.
Thinking It Through: What Implementing the Stewardship Principles Means to Different-Sized Foundations
5:45–6:45 p.m.
Outdoor Reception and Nonprofit Marketplace
7:00–9:00 p.m.
Food and a Flick with the Producers (registration and fee required)
or
Dinner on Your Own
Monday, January 24, 2005
8:00–9:30 a.m.
Breakfast Plenary Speech, Alberto Ibargüen
10:00–11:30 a.m.
Concurrent Sessions
Institute
Grantmaking Basics
Board Governance
Intergenerational Dialogue
Grantmaking
Communities in Transition
Management
Top 10 Ways Family Foundations Get into Trouble
Re-thinking Board Compensation
Legislation and Regulations Update: Federal and State
Forum
New Frames on Leadership
Two Site Visits 9:45 a.m.–12:00 p.m. - Little Haiti or Community Partnership for the Homeless
12:00–1:30 p.m.
Luncheon Roundtables by Topic
2:00–3:30 p.m.
Concurrent Sessions
Institute
Investment Basics
Board Governance
Empowering Your Family Foundation Board
To Whom Are We Accountable?
Grantmaking
Family and Community: Building Connections
Grantmaking in the Age of Terrorism
Management
Working Effectively with Consultants
Forum
Enforcing the Unenforceable?
Two Site Visits 1:15–3:30 p.m. - Little Havana or Overtown Youth Center
3:45–5:00 p.m.
Walk the Talk
Affinity-Group Led Conversations
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Community Giving Resource, Neighborhood Funders Group
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What Philanthropy Can Learn from School Reform Efforts in the Sunshine State, Grantmakers in Education
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Approaches to Media Funding, Grantmakers in Film and Electronic Media
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Disaster Grantmaking, Donors Forum of South Florida
or
Take A Walk
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Art Deco Tour
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Art Center of South Florida Tour
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Power Walk on the Beach
6:30–8:00 p.m.
Networking Event: Miami Children's Museum
Tuesday, January 25, 2005
8:00–9:30 a.m.
Breakfast by Region
10:00–11:30 a.m.
Concurrent Sessions
Institute
Managing the Foundation Office
Board Governance
Donor Intent: Yesterday, Today, Tomorrow
Grantmaking
Collaboration: The Bigger Picture
Engaging Youth in Philanthropy
Management
Getting the Most from Technology
Evaluating Foundation Performance
Forum
Determining Your Philanthropic Legacy: Faith and Values
12:00–1:30 p.m.
Closing Lunch/Plenary Speech, David Bornstein
Conference Highlights
Sunday, January 23
Opening Plenary Brunch
10:00–11:30 a.m.
Launch of the Stewardship Principles for Family Foundations
Kathleen Odne, Chair, Committee on Family Foundations
Dennis Archer
Strive for Excellence and Accountability
Throughout his distinguished career as a judge, elected official and attorney, Dennis Archer has been an advocate for ethical standards and accountability to the community. He is the immediate past president of the American Bar Association-the first African American to hold the office- and during his tenure the ABA examined a Model Judicial Code of Conduct. Archer also served eight years as mayor of Detroit, was president of the National League of Cities and was an associate justice of the Michigan Supreme Court.
Monday, January 24
Breakfast Plenary with Alberto Ibargüen
Cross-Cultural Lessons from Miami
As publisher of both the Miami Herald and Miami's leading Spanish-language paper El Nuevo Herald, Alberto Ibargüen is a preeminent observer of the ways Miami's educational, cultural and civic institutions have been shaped by the immigrant groups that now call the city home. Ibargüen has been a newspaper executive since 1984, first at the Hartford Courant, then New York Newsday, before moving to the Knight Ridder newspapers in Miami in 1996. A former Peace Corps volunteer, Ibargüen also chairs the board of the Public Broadcasting Service.
Tuesday, January 25
Closing Lunch with David Bornstein
How To Save the World
Author of How to Save the World: Social Entrepreneurs and the Power of New Ideas (Oxford Press 2004) freelance journalist David Bornstein chronicles with words and pictures the work of people who are addressing social problems on a major scale in this country and abroad. His book was described by the New York Times as "must reading" for "anyone who cares about building a more equitable and stable world."
Be a Kid Again: Networking Event at the Miami Children's Museum
Monday, January 24
6:30–8:00 p.m.
Indulge your whimsical side at Miami's new children's museum. Enjoy drinks and hors d'oeuvres, then play, learn, imagine and create in 12 galleries of bilingual, interactive exhibits. The museum's offerings explore the arts, cultures and community of South Florida, from the ocean to the neighborhoods, from cruise ships to agriculture and the Everglades. Conclude your evening with a stop at the educational gift shop to support this outstanding institution dedicated to enriching the lives of the area's children.
www.miamichildrensmuseum.org
Site Visits
All site visits are scheduled for Monday, January 24. Space is limited. Tickets are free but required and will be distributed on a first-come, first-served basis at the conference registration desk beginning Sunday, January 23 and continuing until supplies are exhausted.
Little Havana
Visit Miami's best known Hispanic neighborhood, once a Cuban enclave and now home to Nicaraguans and other immigrant groups. Learn about the area's history and how a community responds to the opportunities and challenges of both newcomers and existing populations.
Overtown Youth Center
Serving an economically disadvantaged inner-city neighborhood, this youth center helps kids reach their full potential by providing them with comprehensive educational, social and recreational enrichment. Services include tutoring, computer training, a health clinic, sports and parenting classes.
Little Haiti
An elementary school in this low-income neighborhood of Haitian immigrants will serve as the venue for various community groups to engage in a panel discussion on effective ways to provide services to a growing immigrant population. Participants will also experience art programs designed to help children learn.
Community Partnership for the Homeless
In an attractive campus setting, this innovative model provides temporary housing for individuals and families plus an array of services including job training, child day care, medical care and legal services. It is one component of Miami's public-private solution to homelessness, supported in part by a unique trust fund created with revenue from a restaurant tax Miami citizens approved.
Walking Tours
Monday, January 24, 3:45–5:00 p.m.
Art Deco Tour
A Miami historian will lead you on a walk from the hotel through the surrounding Art Deco District known for its distinctive architectural style and pastel colors.
Sponsored by Grantmakers in the Arts.
Arts/Center South Florida
A short walk from the conference hotel, this building is home to more than 40 emerging and established artists. Created in the 1980s by artists who bought a derelict South Beach building, the center jump-started the neighborhood's revitalization.
(Tickets for the two arts walks are free but required and will be distributed on a first-come, first-served basis at the conference registration desk on Monday.)
Beach Walk
Put on your sunscreen and join your colleagues for a power walk on beautiful Miami Beach.
No reservation required!
Food and a Flick with the Producers
Sunday, January 237:00 -9:00 p.m.
Fee: $35 Pre-registration required (on registration form)
Contact: Evelyn Gibson, 202/467-0471, gibse@cof.org
The Council on Foundations and Grantmakers in Film and Electronic Media present the Oscar-nominated and 2004 Henry Hampton Award-winning film Why Can't We Be A Family Again? This powerful film explores the inspiring story of two brothers, Daniel and Raymond, as they struggle to reunite with their drug-dependent mother and their grandmother's efforts to keep the family together. Share food and discuss the film and the issues it raises with the Jacob brothers, their grandmother Erslena, and producers Roger Weisberg and Murray Nossel.
Special Programs for Young Adults!
Are you:
between the ages of 18 and 35?
involved in your family's philanthropy, or soon will be?
interested in connecting with other young people involved in family giving?
Then don't miss the Next Generation Retreat!
Pre-Conference
Next Generation Retreat
By Young People, For Young People
Saturday, January 22
1:00–6:00 p.m.
Designed for young people who currently have roles in their family's foundation already and for those who are preparing to assume responsibilities in the future, this gathering will offer you a safe space to explore your own sense of values, vision and strategy for your philanthropy.
The retreat will be facilitated by Alison Goldberg of Resource Generation and Sharna Goldseker of Andrea and Charles Bronfman Philanthropies. Both facilitators are young people working in philanthropy, who have personal experience in their family foundations.
Registration Fee
Members: $140
Non-Members: $225
Young People in Philanthropy Reception
Saturday, January 226:30–8:00 p.m.
Network at an informal reception for people of all ages and learn what resources are available for next generation family members. This reception has been organized in partnership with 21/64, a division of Andrea and Charles Bronfman Philanthropies; Resource Generation; Jewish Funders Network Younger Funders; Emerging Practitioners in Philanthropy and Changemakers.
Special Pre-Conference Activities
Saturday, January 22
Back by Popular Demand:
Family Dynamics and Foundation Performance: A Workshop for Experienced Grantmakers
1:00–6:00 p.m.
Even experienced grantmakers-skilled at running top flight philanthropic programs-can be at a loss when family dynamics disrupt the boardroom.
Families of talented, committed people sometimes get sidetracked by personality clashes, power struggles or unresolved conflicts. In these challenging situations, there is often no one-either within the family or staff-who feels confident understanding the process and helping the foundation get on with its essential work.
This workshop will increase your capacity to deal with troubling family dynamics by:
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Providing an understanding of the power in family systems
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Increasing your comfort level in the face of conflict
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Introducing concepts and research about family systems that can be applied to specific dilemmas in foundation governance
Workshop leader Kelin Gersick, Ph.D., is co-founder and a senior partner of Lansberg, Gersick & Associates. His consulting and research focus on marital, parenting, sibling and cousin relationships and their impact on the governance of family-controlled organizations. Gersick is a management fellow at the Yale School of Organization and Management. He recently completed Generations of Giving: Leadership and Continuity in Family Foundations, a nationwide study of multigenerational family foundationssponsored by the National Center for Family Philanthropy.
Registration Fee
Members: $140
Non-Members: $225
Workshop: Family Foundations Strengthening Vulnerable Families
1:00–6:00 p.m.
Family foundations are uniquely positioned to understand, confront and find commonsense solutions to the challenges facing the nation's most vulnerable families. All across the nation, with investments large and small, we see examples of family foundations engaged in successful efforts to help families help themselves and build safe, thriving, vibrant and supportive neighborhoods and communities. This workshop is an opportunity to discuss why these donor families and their foundations have taken on this work, what they have learned from these investments, and how these lessons can be used by other family foundations to make a difference for similarly situated families in their communities. The workshop will feature peer-to-peer conversation about some of the most promising, interesting and practical ideas for improving and even transforming whole families and communities.
This workshop is supported by the Annie E. Casey Foundation and co-sponsored by the Marie C. and Joseph C. Wilson Family Foundation, the Association of Baltimore Area Grantmakers and several other family foundations committed to helping today's vulnerable families succeed.
There is no charge for this workshop, but pre-registration is required. For additional information or to register, please contact Tracey Rutnik at trutnik@abagmd.org or 410/727-1205 ext. 211.
Tour the Everglades
12:00–5:00 p.m.
Join us as we explore Everglades National Park, the largest remaining subtropical wilderness in the United States. January is the perfect month to see the park's abundant wildlife, including rare and endangered species such as the American crocodile, Florida panther and West Indian manatee. The trip includes an open-air tram ride through scenic Shark Valley, affording an excellent view of the River of Grass and this fragile, complex ecosystem. During the trip, you'll hear from Park Service naturalists as well as our tour guide, Mary Munson, Sun Coast Regional Director, National Parks Conservation Association.
Registration Fee
Members: $90
Nonmembers: $130
(Includes lunch, bus and tram transportation and park admission.)
There is a 25-person minimum for this event.
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