Schedule & Resources

This conference is paperless. Handouts will be added as available immediately below the session description.

Thursday, March 17, 2011

6:30 pm Welcome and Reception

Heavy hors d’oeuvres and cash bar available.

7:30 pm Opening Keynote

Blue Zones: Secrets of a Long Life

Dan Buettner, researcher, explorer and author

World renowned explorer and National Geographic writer, Dan Buettner, and his team of researchers have traveled across the globe to discover Blue Zones — hotspots of human health and vitality.

Along the way he’s met people teeming with vigor at age 100 and beyond. Working with the National Institute on Aging, he identified five small populations with the world’s highest life expectancy. Then, working with second team of scientists, he isolated the common denominators that explain extraordinary longevity. What is the optimal diet for making it to a healthy age 90? Should you be running marathons or doing yoga? What supplements work? Does stress really shorten your life? Buettner debunks the most common myths and offers a science-backed blue print for the average American to live another 12 quality years.

His presentation incorporates National Geographic images that will take audiences into the world’s five Blue Zones, tell stories and instruct how to get more life from your years and more years from your life. Buettner will also provide specific examples of how the Blue Zones research has been integrated into communities with successful results. The presentation ends with a simple formula that shares how you could add quantity and quality to your life.

Friday, March 18, 2011

8:30 am Morning Plenary

Give to Minnesota: A Minnesota Philanthropy Tax Credit

Presenters: Chuck Peterson, vice president of member relations, Minnesota Council on Foundations; Nancy Straw, president West Central Initiative; and Jean Vukas Roberts, vice president of development, Minnesota Community Foundation and The Saint Paul Foundation

Following the lead of the Nebraska Community Foundation and our neighboring states, Minnesota recently completed its study of the generational transfer of wealth. The results of the study estimates that nearly $50 billion will transfer from one generation to the next over the next 20 years. From this study it became clear that community foundations needed a unified way to communicate the advantages of philanthropic giving among the general population. Iowa, North Dakota and Nebraska community foundations had great success increasing philanthropic gifts by collaborating state wide. And, the success of a tax credit strategy in Iowa, North Dakota and Nebraska to endowed funds has been a major factor in expanding philanthropy in these states.

As a result of this work, a group of Minnesota philanthropic leaders have organized to promote the expansion of philanthropy through the establishment of a statewide Minnesota Philanthropy Tax Credit. The Philanthropy Tax Credit Task Force is currently working to expand the network of community foundations interested in encouraging philanthropic giving to permanent endowments to help sustain charities that impact the lives of so many people in our state. Join us for an update and discussion on the Minnesota Transfer of Wealth and plans to build support from Minnesota community foundations and elected officials to introduce legislation in 2012.

Resources: Give to Minnesota: A Minnesota Philanthropy Tax Credit (PDF)

9:45 am Morning Breakout Sessions

See below for complete descriptions of these morning breakouts.

  • Program-Related Investments: Unique Opportunities to Leverage Foundation Assets
  • Creating Community and Strategic Partnerships with Donor Advisers
  • Leading With, By, and For the Community

Program-Related Investments: Unique Opportunities to Leverage Foundation Assets

Presenter: Kate Barr, executive director, Nonprofits Assistance Fund
Panelists: Susan Hayes, director of community grants and services, Lutheran Community Foundation, and Terry Williams, director of external affairs, Women’s Foundation of Minnesota

As large and small foundations look to leverage philanthropic dollars beyond grantmaking, program-related investments (PRIs) are becoming a most-talked-about tool. Like grants, PRIs are used to make capital available to organizations or initiatives to address social or environmental concerns. Unlike grants, PRIs are repaid and can yield the foundation a net financial return.  How can community and public foundations use PRIs for investing in and building healthy communities?  In what ways can PRIs be utilized to engage donors in socially responsible investing?  This session will give you a full understanding of what PRIs are and how Minnesota foundations with varying levels of PRI expertise are using this tool to amplify their community impact.

Resources: Program Related Investments: Unique Opportunities to Leverage Foundation Assets (PDF)

Kate Barr oversees Nonprofits Assistance Fund’s strategic plans, development, loan capital, outreach and program activities for the loan funds. Under her leadership, the organization has emerged as a premier financial management resource in Minnesota by providing training, strategic financial counsel and loans to the nonprofit community. Prior to joining the Nonprofits Assistance Fund, Barr served as senior vice president of Riverside Bank where she was responsible for strategic planning, marketing and community development lending. With her unique insight and experience, she is a popular speaker, trainer and writer on nonprofit management and financial issues. Barr holds a Master’s degree from Hamline University and is currently a member of their adjunct faculty. She serves on the boards of directors of the Neighborhood Development Center, Partners for the Common Good and Western Bank.

Susan Hayes is director of community grants and services at the Lutheran Community Foundation and responsible for the organization’s grantmaking. Previously she was responsible for the administration of a Fortune 50 corporate foundation, including employee engagement and volunteerism and external relations for a health services research institute at the University of Minnesota. She is former chair of the Volunteers of America MN Board, an MCF Promotion of Philanthropy Taskforce member, a Charities Review Council Program committee member, has been appointed by two governors to the MN State Board of Psychology and is a Minnesota Supreme Court Qualified Neutral. Her MA is from the U of MN, her BA from St. Olaf College.

Terry Williams is director of external affairs at the Women’s Foundation of Minnesota. She is responsible for leading and integrating the development, marketing and communications work of the Foundation. Prior to joining the staff of the Women’s Foundation of Minnesota she served as Director of Community Affairs and Philanthropy for Ameriprise Financial (formerly known as American Express Financial Advisors) for 12 years.  Williams is active in the Twin Cities community.  She was a founding member of Equality Minnesota, a nonpartisan organization formed to protect the rights of same sex couples in the state of Minnesota. She was on the Women’s Foundation of Minnesota Board of Trustees and served as Board Chair for two years and as Chair of the GirlsBEST committee for five years.   She is currently chair of the Stewardship Committee at St. Paul’s Episcopal Church in Minneapolis. Williams holds a Bachelor of Science with Distinction from the University of Minnesota.

Creating Community and Strategic Partnerships with Donor Advisers

Moderator: Dan Berg, senior asset development officer, The Minneapolis Foundation
Panelists: Barbara Carlson, director of development, Central Minnesota Community Foundation, Sarah Copeland, program director, Grand Rapids Area Community Foundation, and Robyn Schein, donor services advisor, The Minneapolis Foundation

Critical to the work of community foundations, donor advisers are becoming more engaged and interested in developing strategic partnerships with foundations on issues they care about. In a conversation with fund developers and donor advisers, explore the changing role of donor advisers, what donor advisers are looking for in their relationships with community foundations and how foundations can build community with and among donors.

Dan Berg is a philanthropic services advisor at The Minneapolis Foundation. During his 13 years with the Foundation, Berg has worked with hundreds of families to establish donor advised funds and other charitable solutions in support of their current and future giving. In addition to his work in new fund creation, he manages the Foundation’s relationship with selected donor funds, including several with Signature Fund ($1+ million) status . Within the Philanthropic Services Department, Berg is a content expert in the areas of education, international giving and civic engagement. Prior to his work at the Foundation, he was the director of asset development at The Minnesota Opera. He serves on the boards of Parents United for Public Schools and First Universalist Church.

Barbara Carlson is director of development at the Central Minnesota Community Foundation (CMCF). During her 10 years at the Foundation, she has worked with the development efforts of both CMCF and its affiliates in Brainerd and Willmar. This work has encompassed all aspects of foundation development activity. A special focus of her efforts has been establishing and growing a women’s fund. Carlson spent 18 years in institutional advancement at the College of St. Benedict beginning in alumnae relations and ending her time as vice president. Currently working three days a week, she contemplates when, if ever, she will retire!

Robyn Schein is a donor services advisor and coordinates The Minneapolis Foundation’s work around family philanthropy and outreach to younger donors. Schein manages Fourth Generation, the Foundation’s program for next-generation leaders in the community, and is the point person for efforts around social media and philanthropy. She currently serves on the Board of Directors of Students Today Leaders Forever and is a past member of the steering committee for Emerging Practitioners in Philanthropy, Minnesota Chapter. She has worked at The Minneapolis Foundation since 2006. Prior to joining the Foundation, she worked at Orr Associates, a nonprofit consulting firm in Washington, D.C., and with the Employee Volunteer Programs Office at J.P. Morgan Chase.

Leading With, By, and For the Community

Facilitator: Karen Kelley-Ariwoola, vice president of community philanthropy, The Minneapolis Foundation
Panelists: Kim Borton, trustee, Women’s Foundation of Minnesota and director, The Humphrey School’s Public and Nonprofit Leadership Center, Lynn Haglin, vice president and KIDS PLUS director, Northland Foundation, andDenise Mayotte, executive director, The Sheltering Arms Foundation

Many foundations find civic engagement intimidating for a variety of reasons: the rules are unclear, the commitment is too great, the social issues facing communities are overwhelming.  But there is a wide range of activities that all foundations – regardless of experience and asset level – can engage in to make a difference on a community issue or even take the lead on creating sustained change.  Hear the compelling reasons why your foundation can and should participate in civic engagement, and learn about all the possible activities your foundation can become involved in to amplify your impact.

Resources: “Framework for Community Leadership by a Community Foundation” (PDF), CFLeads

Kim Borton is director of the Public and Nonprofit Leadership Center at the Humphrey School of Public Affairs, where her efforts have contributed to the bridging of research and practice within the public affairs arena, the development of customized leadership programs for public and nonprofit organizations and the creation and expansion of innovative partnerships. She serves as a trustee with the Women’s Foundation of Minnesota where she leads the Social Change Fund grantmaking committee and played an integral advisory role in the Foundation’s public policy development. An activist at heart, Borton’s professional interests include philanthropy, advocacy, nonprofit management, youth and community development and women’s issues. She received her master’s degree in public policy from the University of Minnesota’s Humphrey Institute of Public Affairs, where she focused on nonprofit management and strategic philanthropy. She serves as a committee member of Women Winning and as a volunteer with the Citizens League. In May 2010, Borton was selected as a recipient of Minneapolis/St. Paul Business Journal’s“Woman to Watch.”

Lynn Haglin serves as vice president and KIDS PLUS director for the Northland Foundation in Duluth, Minnesota. Her experience includes more than 25 years in administration, community development, and education, with an extensive background in early childhood, youth development, and intergenerational programs. In her current position, Haglin provides leadership for the Foundation’s KIDS PLUS Programs, including the MN Early Childhood Initiative and AGE to age: bringing generations together. She has developed coalitions in 47 northeastern Minnesota communities focused on children, youth, and older adults, as well as designed and implemented model early childhood, youth leadership, and youth grantmaking programs. Haglin is an active member of numerous boards and committees on the local, regional, and state levels. She holds a Master of Arts in Educational Leadership and Administration from Western Michigan University and a Bachelors of Science in Elementary Education from Bemidji State University.

Denise Mayotte serves as the executive director of the Sheltering Arms Foundation. The Minneapolis-based foundation makes grants to statewide nonprofits that help Minnesota’s most vulnerable children and has a strong interest in supporting early childhood education advocacy efforts. Prior to her work with Sheltering Arms, Mayotte served as a program officer with The McKnight Foundation, as general manager of KFAI Fresh Air Radio and as executive director of the Neighborhood Resource Center. She is a board member of In Progress, a youth media organization, Policy Committee chair and a member of the Strategic Leadership Team for Youth Community Connections, steering committee member for the School Readiness Funders Coalition and co-chair of the Steering Committee of the Minnesota Early Childhood Funders Network. Mayotte holds a B.A. from the University of Minnesota and was a policy fellow with the Hubert H. Humphrey School of Public Affairs.

12:00 pm Luncheon Keynote

Vision to Action: How We Can Change the Course of Education in Minnesota

Speaker: Dr. Brenda Cassellius, Commissioner, Minnesota Department of Education

In her 20-year career as a classroom teacher, administrator and superintendent in school systems both in Minnesota and Tennessee, Dr. Brenda Cassellius led reform, redesign and change efforts that put students first, focused on achievement, and have resulted in better outcomes for all students. She believes that positive community change can happen quickly if it is purposeful, collaborative and grounded in effective strategies.

Dr. Cassellius will speak about her vision for improving the state of education in Minnesota, and how the field of philanthropy can play its role in achieving that vision. This will be an opportunity for communication, understanding and cooperation between the Minnesota Department of Education and the field of philanthropy, in order to proactively identify and address the challenges and opportunities that will be facing the students and communities of Minnesota.

1:15 pm Afternoon Breakout Sessions

See below for complete descriptions of these afternoon breakouts.

  • Fund Development and Communications Essentials
  • Building Racial and Economic Equity into Decision-Making
  • Using Partnership and Collaboration for Collective Impact

Fund Development and Communications Essentials

Presenters: Beth Probst, communications officer, Duluth Superior Area Community Foundation, and Wendy Roy, executive director, Grand Rapids Area Community Foundation

Whether your foundation is new and growing or you are new to your foundation role, there is a great deal to learn about the distinct nature of fundraising and communicating on behalf of community and public foundations.  This session will introduce new foundation staff, trustees and those looking for a refresher to the basics of raising funds within communities for communities and how to communicate your foundation’s message.

Resources: “Fund Development & Communications Essentials” Presentation (PDF)

Beth Probst has been working in various communication roles for over a decade, including management roles in a newsroom and private college and serving as an account manager and media buyer at a regional advertising agency. She joined the Duluth Superior Area Community Foundation in 2008 as their communications officer. Probst graduated from Bemidji State University with a Bachelor’s degree in mass communication. She holds a Master’s degree in public relations and broadcast journalism from the University of Wisconsin – Superior and a second Bachelor’s degree in leadership and management from Northland College. She currently serves on the advisory board of CommA (Communication Professionals for Community Foundations) and the Minnesota Philanthropy Tax Credit Committee; is a 2010 John S. and James L. Knight Foundation Fellow for the Knight Community Information Challenge; and serves on multiple, local boards and advisory committees in both Minnesota and Wisconsin.

Wendy Roy has been working in the nonprofit sector for over 22 years, 15 of those as the first full-time executive director of the Grand Rapids Area Community Foundation. The foundation has grown to over $12 million in assets in a county with a population of 42,000 people. In directing a rural, small foundation, Roy has been responsible for all aspects of policy, management and donor development. Roy graduated from the College of St. Scholastica with a degree in management. She served for six years on the board of the Minnesota Council of Nonprofits, is a member of the Minnesota Planned Giving Council and has served on several boards in the Grand Rapids area. She also has done consulting work for the Endowment Development Institute.

Building Racial and Economic Equity into Decision-Making

Speaker: Julia Freeman, senior organizer for racial justice organizing, Organizing Apprenticeship Project

Across Minnesota, racial and economic inequities in areas such as education, employment and health are among the most serious long-term economic and moral challenges we face. When foundations evaluate proposals, partnerships and programs, paying close attention to the potential for racial and economic equity is fair, just and makes good financial sense. Hear from the Organizing Apprenticeship Project, which presents its pocket guide, a tool for community and public foundation leaders to assess their work through a racial and economic equity lens.

Julia Freeman is the senior organizer for racial justice organizing at the Organizing Apprenticeship Project (OAP). She has worked as a labor organizer for more than 12 years, most recently as organizing director for SEIU Local 26. She has a long history of involvement and leadership in community organizing efforts. She convenes the Education Equity Organizing Collaborative and is president of the board of the Community Stabilization Project. OAP has authored numerous proactive strategies and practical tools designed to focus attention on racial and economic impacts of public policy and expand equity and inclusion. The tools are helping community groups, policy makers and institutions advance policies and make decisions that anticipate and address racial disparity. For example, the “Pocket Guide to Budget Equity” includes questions that community members and lawmakers can ask with the goal of strengthening the equity impact of decisions. The “Racial Equity Impact Assessment of Minneapolis Schools” helps communities and decisions makers get ahead of the curve on inequity. Freeman uses these tools to educate community groups on keeping their public officials accountable and leading for equity.

Resources: “Marking Progress: Movement Toward Racial Justice” (PDF), Philanthropy Initiative for Racial Equity; “Catalytic Change: Lessons Learned from Piloting a Racial Justice Grantmaking Assessment” (PDF), Philanthropy Initiative for Racial Equity

Using Partnership and Collaboration for Collective Impact

Facilitator: Anna Love-Mickelson,senior manager and business solutions design consultant, Ameriprise Financial
Panelists: Nancy Jost, early childhood initiative coordinator, West Central Initiative Foundation, and Teri Steckelberg, early childhood coordinator, Southern Minnesota Initiative Foundation

There are significant issues facing our communities that seem insurmountable: the growing achievement gap, widening economic disparities, increases in homeless children and families.  How can foundations develop effective public and private partnerships to address these pressing issues?  And how can foundations with limited grant dollars build partnerships to maximize their grant impact?  Hear examples from across Minnesota of foundations collaborating with each other, government, businesses and nonprofits to move issues forward.

Anna Love-Mickelson is a senior manager and business solutions design consultant at Ameriprise Financial, where she is responsible for leading cross-functional teams to tackle big issues and discover resolutions. Her mission is to act as a catalyst for innovative thinking that brings new substance to our world and creates large-scale change. Love-Mickelson is board president of The Sheltering Arms Foundation, a 125-year-old organization aimed at helping Minnesota’s children reach their full potential.

Nancy Jost is the early childhood coordinator for West Central Initiative. She oversees 11 early childhood community coalitions in the region, as well as the Early Childhood Dental Network and Early Childhood Mental Health program. Jost works to increase communication and partnership between early childhood stakeholders, such as families, care providers, businesses, law enforcement, health care professionals, schools, public officials and more. She is a tireless advocate for quality early childhood care, education and policy development—locally, statewide and nationally. Jost is a graduate of the University of Minnesota—Morris, with a B.A. degree in sociology with an emphasis in Family/Child development and a licensure in Early Childhood/Family Education. She has worked in the area of early childhood since 1972. Her background includes family and center child care, preschool, early childhood special education, Child Care Resource and Referral and Early Childhood Family Education.

Teri Steckelberg is the Early Childhood Coordinator for the Southern Minnesota Initiative Foundation. She has worked at the foundation for the past five years in community organizing using the philosophies of asset-based community development written by John McKnight and Jody Kretzmann from Northwestern University. Teri’s experience also includes working with SMIF’s AmeriCorps LEAP Initiative which has been instrumental in placing AmeriCorps members in early childhood programs across Southeastern Minnesota working with children and parents on social /emotional development. She works directly with 19 early childhood coalitions across her region. She also coordinates other early childhood grant making opportunities thru SMIF including a partnership with IBM to distribute Young Explorer computer systems and a partnership with Coughlan Companies to distribute books to early childhood programs. She is a graduate of Mankato State University with a B.A. in Business with concentrations in Management and Human Resource Management. Previous work and background knowledge in the business community has been beneficial in working with communities to get business buy in to the importance of early childhood.

2:45 pm Closing Remarks and Reception

3:30 pm Adjourn

Participants staying in St. Cloud on Friday night are invited to attend the Downtown St. Cloud Art Crawl beginning at 5 pm.