Separate Registration is required for these events. Space is limited. Register today.

Center for Community Foundation Excellence'Community Foundation Fundamentals - SOLD OUT

Saturday, September 8 - Sunday, September 9
Cost is $595 for members and $809 for nonmembers. Separate registration is required.

In today's ever-changing community foundation field, a well-trained staff and a well-informed board are critical to success. Designed for both new and experienced employees, this two-day course will help you master the unique aspects of the field in short order. Created and led by experienced leaders, the course includes:

• history of the community foundation movement
• basic information on governance, resource development, and donor relations
• key legal and legislative issues and information on grantmaking
• community leadership and fiduciary responsibilities

Dowload the course agenda.

Presenters: Peter A. Dunn, President and CEO, Central New York Community Foundation; Mary M. Jalonick, President, The Dallas Foundation; Kelly Shipp Simone, Deputy General Counsel, Council on Foundations

AdNet Preconference Program

Saturday, September 8 - Sunday, September 9
Early registration is $350 for AdNet members and $475 for non-AdNet members. Separate registration is required.

*There is an optional AdNet Management Session and Lunch on Sunday, September 9, 9:30 a.m.'1:30 p.m.

This can't-miss preconference event is for donor services and development staff of all experience levels and from community foundations of all sizes. You and your peers will also have many opportunities to reconnect and share your ideas and stories. Don't miss out. Register today! We look forward to seeing you there.

Please contact cochairs Lisa Jolley (614-545-3244) or Kevin Moore (814-454-0843) for more information.

CEO Retreat - Leadership for a Community's Brighter Future: Why Strategy Matters - SOLD OUT

Saturday, September 8, 3-8 p.m. (includes dinner)
Sunday, September 9, 8 a.m.-12 p.m. (includes breakfast)
Only CEOs of a community foundation may attend this event. Cost is $350 for members and $500 for nonmembers. Separate registration is required.

The CEO Retreat is based on the work of Michael Porter, a leading authority on competitive strategy and the application of strategic principles to social problems. His work will be adapted by FSG, CFLeads, and CF Insights and applied to the unique roles of community foundations. Topics will include how to work with the board to achieve strategic clarity, aligning for stronger community leadership, aligning the business model, and the role of the CEO as  strategist. 

Sponsored by Mason Investment Advisory Services, Inc.

Learning Forum: How Older Adults are Leading Community Change - SOLD OUT

Sunday, September 9, 8 a.m.-12:30 p.m.
This event is free, but separate registration is required.

Hear all about the Community Experience Partnership'a network of nine community foundations helping older adults tackle serious local issues. This rich, multiformat session will feature strategies used, lessons learned, and practical tools you'll be able to use at your foundation.

FAOG Preconference Program

Sunday, September 9, 8:30 a.m.-4:30 p.m.
Meeting and Dinner is Sunday, September 9, 4:30-9 p.m.
Program cost is $150 and the meeting and dinner cost is $45. Separate registration is required.

Join us for a full-day of accounting, investment, IT, and HR programming'including UBIT, donor-recommended investment management, HR compliance, understanding investment fees, and more. Talk to your peers during lunch about the topics that keep you awake at night, and wrap up with the always-anticipated FAOG business meeting and networking dinner. You'll have fun while earning valuable CPE.

Preparing Your Community Foundation for Global Grantmaking

Sunday, September 9, 12-5 p.m.
Cost is $150 for members and $250 for nonmembers. Separate registration is required.

This half-day seminar and workshop will teach community foundation program officers and grant managers how to work through intermediaries and participate in cross-border grantmaking. It also will cover the essential skills needed to comply with legal and regulatory requirements of international grantmaking, including those related to donor-advised funds. Don't miss this unique opportunity to learn what it takes to fulfill the global aspirations of your donors.

Digital Strategies For Community Foundations - SOLD OUT

Sunday, September 9, 1-5 p.m.
This event is free, but separate registration is required.

The Knight Digital Media Center at USC/Annenberg is hosting this workshop for community foundation leaders who want to explore strategic opportunities in the digital age. Aimed at CEOs and program and communication professionals, the session will cover strategies, new approaches, and best practices for fostering informed, engaged communities.

Advanced Legal Seminar: Charitable Giving Implications of the 2012-2013 Income and Estate Tax Environment and Gifts of Retirement Assets

Sunday, September 9, 1:30-4:30 p.m.
Cost is $59 for members and $109 for nonmembers. Separate registration is required.

Taxpayers face a large tax increase in 2013 when the Bush Tax cuts expire. What steps should charitable gift planners take in 2012 to plan for the future tax world? What advice should donors be given when Congress delays the extension of the IRA charitable rollover? The seminar answers these and other questions as both the in-depth technical nuts and bolts of the current and future income and estate tax environment are discussed and how those environments impact charitable giving by individuals. Also discussed are strategies for handling charitable giving through gifts and bequests of retirement assets. Specific areas to be addressed include*:

• The future of estate taxes
• Charitable IRS rollover
• Planning for charitable gifts of appreciated stock in light of future tax rate changes
• Proposals to change the income tax deduction for charitable gifts
• Lifetime and testamentary charitable gifts from retirement accounts
• Funding trusts with retirement assets
• How to leave a retirement account to both family and charity
• Estate planning with retirement assets

A Q&A component will provide an opportunity for questions on the above topics and any other legal issues that keep you awake at night.

Continuing Legal Education (CLE)
The Advanced Legal Seminar has been approved by the Mandatory Continuing Legal Education Committee of the Louisiana Supreme Court for a maximum of 2.75 credit hours. For more information, please contact the Council's Legal department at legal@cof.org or 703-879-0713.

Continuing Professional Education (CPE)
While advance preparation is not necessary and there are no prerequisites for registering, the seminar is intended for intermediate to advanced learners. CPAs who participate in this group-live event can earn 2 CPE credits. Learning objectives include: The nuts and bolts of the current and future income and estate tax environment; how those environments impact charitable giving by individuals, and; strategies for handling charitable giving through gifts and bequests of retirement assets. For questions or concerns, please contact the Council's Legal department at legal@cof.org or 703-879-0713.

The Council on Foundations is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

*subject to minor changes pending evolving regulatory developments and timing constraints.

Presenter(s): Christopher R. Hoyt, Professor, University of Missouri-Kansas City School of Law
Session Designer(s): Kelly Shipp Simone, Deputy General Counsel, Council on Foundations

Growing Faster and Smarter: Applying Lessons From the Irvine Community Foundations Series - SOLD OUT

Sunday, September 9, 1:30 to 4:30 p.m.
This event is free, but separate registration is required.

Younger, smaller community foundations are succeeding with proven approaches to marketing, staffing, financial sustainability, board engagement, and community leadership. Join us for an interactive workshop where you'll work with, and learn from, the practitioners and consultants who created the Community Foundations Series from The James Irvine Foundation.

ProNet Annual Dinner

Sunday, September 9, 5-9 p.m.
The cost is $30 for ProNet members and $45 for nonmembers. Separate registration is required.

Ready to talk shop with your peers? Hear some new ideas and share a few of your own? Please join program officers from around the country at the award-winning Red Fish Grill. It's located at 115 Bourbon Street, one block off of Canal Street and walking distance from the conference hotel.

Join us for networking, cocktails, and appetizers at 5:00 p.m. We'll elect the new ProNet Steering Committee, meet some special guests, and hear from a keynote speaker doing amazing work in the Big Easy. Dinner will begin at 7:00 p.m.

Register now to be automatically entered for a chance to win a free iPad! Make sure to enter ProNet Dinner into the Fund Designation field.

You can also mail a check to Jackie Mahoney, The Community Foundation for the Greater Capital Region, 6 Tower Place, Albany, NY 12203. Checks should be made out to The Community Foundation for the Greater Capital Region. Please write ProNet dinner in the memo line.