1. business and industrial
2. company
3. annual report

TUESDAY · November 11, 2014
9:00am - 5:00pm
2014 Class: Advanced Leadership Institute Meeting · Studio 1
12:00pm - 1:30pm
Governance Committee Meeting · Board Room (Lobby Level)
1:00pm - 5:00pm
2015 Class of Hull Fellows: Kick-Off Session Day One · Studio 3
The Hull Fellows Kick-Off session to the 2014-2015 Program year. Fellows are introduced to their cohort,
the intensive curriculum and their year long journey through leadership development and challenges of grantmaking
in the South and beyond.
2:00pm - 5:30pm
SECF Board Meeting · St. Charles
6:00pm - 9:00pm
SECF Board & Staff Reception · Napoleon
SECF Board & Staff Dinner · St. Charles
WEDNESDAY · November 12, 2014
Pre-Conference Sessions
7:30am - 8:45am
2015 Class of Hull Fellows: Breakfast · Studio 3
8:00am - 9:00am
Membership Committee: Meeting & Breakfast · Studio 5
9:00am - 11:30am
2015 Class of Hull Fellows: Day Two · Studio 3
9:00am
CEO Forum: CEO Transitions and Implications for Leadership Development · Studio 7
Two Options for Senior Executives:
*Option 1: 9:00am - 11:30am (Session Only) Cost: $50
*Option 2: 9:00am - 12:45pm (Session & Lunch) Cost: $95
The foundation world is facing a raft of leadership transitions over the next few years, as a number of iconic leaders
retire from roles they helped create at foundations they have led for one, two, three decades and more. Typically, no
one on the foundations’ current board or staff has worked with or for any other CEO in the same organization. An
otherwise stable environment (recessions aside!) is about to be upended. Do you (or your CEO) have a documented
succession plan for strategic leadership development? Do you have an onboarding process?
This session for CEOs only will explore best practices, tools for transition plans, employee engagement (build the
bench), board relations – and avoidable errors. Among questions to be considered: “How ready is my Board for
transition?,” “What should my role be?” and “Where might good intentions and best practices be in conflict?”
Speaker:
Sam Pettway, Trustee, Harland Charitable Foundation and Founding Director, BoardWalk Consulting,
Atlanta, GA
Sponsored by:
Boardwalk Consulting
9:00am - 11:30am
Collective Impact: Moving from Theory to Practice Cost: $50 · Studio 8
We have learned over time that no single organization can solve complex and systemic social issues alone.
Coordinated efforts between and among the nonprofit, government and business sectors around a clearly defined
goal is essential to creating lasting solutions to social problems on a large scale. Over the past few years, Collective
Impact has emerged as a promising model for groups from different sectors to work together towards a common
agenda for solving a complex social problem. Join us as we address critical questions for funders.
What different roles do funders play in supporting collective impact initiatives? How can these roles evolve over
time? What cultural shifts are required in the way we think about effective collaboration? How can funders
differentiate Collective Impact efforts from other forms of collaboration and support high quality implementation of
Collective Impact? Participants will take a deep dive into the theory of Collective Impact where we will explore the
opportunities and challenges behind this exciting model for collaboration. Moving from theory to practice, we will
also learn how selected communities in the Southeast are implementing Collective Impact and how you can integrate
its practice into your community.
Moderator:
Becca Graves, Executive Director, CF Insights, Boston, MA
Panelists:
Kathy Dunleavy, President & CEO, Mary Black Foundation, Spartanburg, SC
Carmen L. James, Vice President for Programs, Greater New Orleans Foundation, New Orleans, LA
Allen Smart, Vice President of Programs & Health Care Division Director, Kate B. Reynolds Charitable Trust,
Winston-Salem, NC
Gage Weekes, Senior Vice President, Hollingsworth Funds, Greenville, SC
Submitted by:
Gage Weekes, Senior Vice President, Hollingsworth Funds, Greenville, SC
Sponsored by:
Hollingsworth Funds & The Duke Endowment
Optional Activities to Explore Local Culture
9:00am - 11:30am
Designing Healthy Neighborhoods: A Tour of the Bayou District · Meet in the Hotel Lobby
Buses board at 8:45am & depart at 9:00am. Buses will return back to hotel by 11:30am.
With a focus on place-based investing, Purpose Built Communities, founded by Tom Cousins and Warren Buffet,
chose the Bayou District in New Orleans as one of only 8 neighborhoods in the country with this distinction. Carol
Naughton, Senior Vice President of Purpose Built Communities, will speak to the group about their organization with
a leader from the Bayou District, and then conduct a site visit. It will be an amazing opportunity to see Place-Based
Philanthropy in action, while truly engaging in the New Orleans community.
Speakers:
Carol Naughton, Sr. Vice President, Purpose Built Communities, Atlanta, GA
Gerry Barousse, Chairman of the Board, The Bayou District Foundation, New Orleans, LA
John Davies, President and CEO, Baton Rouge Area Foundation, Baton Rouge, LA
Submitted by:
Kathy Dunleavy, President & CEO, Mary Black Foundation, Spartanburg, SC
Sponsored by:
Cone Health Foundation
9:00am - 12:00pm
New Orleans World War II Museum Cost: $55 · Meet in the Hotel Lobby
Buses board at 8:45am & depart at 9:00am. Buses will return back to hotel by 12:00pm.
The National WWII Museum in New Orleans opened on June 6, 2000, as The National D-Day Museum. Founded
by historian and author, Stephen Ambrose, the Museum tells the story of the American Experience in the war that
changed the world — why it was fought, how it was won, and what it means today — so that all generations will
understand the price of freedom and be inspired by what they learn. In 2003, Congress officially designated us as
America’s National WWII Museum. The National WWII Museum is an private 501c3 corporation.
Designated by Congress in 2003 as the America’s National WWII Museum, the campus includes the Louisiana
Memorial Pavilion, showcasing the large artifacts of the war and exhibits on D-Day at Normandy, the Home Front
and the Pacific; the Solomon Victory Theater, a 4-D theater showing the exclusive Tom Hanks production, Beyond All
Boundaries; the Stage Door Canteen, where the music and entertainment of the “Greatest Generation” comes to life;
the John E. Kushner Restoration Pavilion, where staff and volunteers restore artifacts in public view; the American
Sector restaurant and Soda Shop — delicious onsite dining options by Chef John Besh; and the new US Freedom
Pavilion: The Boeing Center, where exhibits and interactive experiences paint the picture of a nation mobilized for
war.
9:00am - 12:00pm
Mardi Gras Indians: Mardi Gras World & Musical Artists Cost: $55 · Meet in the Hotel Lobby
Buses board at 8:45am & depart at 9:00am. Buses will return back to hotel by 12:00pm.
Our hour-long Mardi Gras World tour will give you and your tour group an insider’s view of how Mardi Gras is made,
including a video on the history of Mardi Gras and background on the real traditions of Mardi Gras in New Orleans.
Take what many say is one of the best tours in New Orleans—you and your group will have the opportunity to dress
like a Mardi Gras float rider, enjoy a slice of the famous Mardi Gras king cake and so much more.
There is nothing like a New Orleans Mardi Gras, and there’s no other tour in New Orleans that will get you closer to
the action than what you’ll find at Mardi Gras World – come visit today! Mardi Gras Indians are African-American
Carnival revelers in New Orleans, Louisiana, who dress up for Mardi Gras in suits influenced by Native American
ceremonial apparel. Collectively, their organizations are called “gangs” or “tribes”.
10:00am - 11:30am
2014 Class: Advanced Leadership Institute Session · Studio 1
Luncheons 11:30am - 12:30pm/1:00pm
11:30am - 12:30pm
2015 Class of Hull Fellows Luncheon with Mentors · Studio 2
The incoming 2015 Hull Fellows will have a chance to strengthen their connections with their mentors & get to know
each other more deeply at this kick-off luncheon for the South’s philanthropic emerging leadership program.
11:30am - 12:30pm
Trustees Only Luncheon: Stewardship: Choosing Service Cost: $50 · Studio 10
Today’s philanthropic boards have multiple roles and responsibilities. While they face increasing demands to oversee
organizations’ performance accountability, fiscal integrity and regulatory compliance, they also share a leadership
role with agency directors to advance their organizations’ missions. This latter responsibility, however, can take a
back seat to other, more pressing demands on boards, and may be difficult to carry out on a consistent basis.
This Stewardship session, which is designed for Trustees, was created to help participants consider the nature of
governance and leadership in philanthropic organizations and, particularly, to understand the benefits of offering
board members more meaningful and consequential work. Experienced Trustees of southern foundations will
guide participants through this session, which will discuss the three bedrocks of good governance; engage Trustees
through case study, and open the conversation for other Trustees to share their experiences and ask questions.
All participants who attend this session will be entered into a drawing for the book:
Stewardship: Choosing Service over Self-Interest by Peter Block.
Speakers:
Judge John Rochester, President, Martha Christine White Foundation, Inc., Ashland, AL
Katherine Sikora, Trustee, Laura Goad Turner Charitable Foundation, Bowling Green, KY
Dr. Leroy Davis, Trustee, Jessie Ball duPont Fund, Denmark, SC
11:30am - 1:00pm
Community Foundations Luncheon: Align, Adapt, Aspire:
Ten Years of Community Foundation Business Model Evolution · Cost: $50 · Studio 4
CF Insights and FSG have ten years of experience looking at community foundation business models. Join fellow
community foundation leaders for a presentation on CF Insights new publication, Align, Adapt, Aspire: Ten Years of
Community Foundation Business Model Evolution and learn about their insights from this experience. Becca Graves,
Executive Director of CF Insights, will examine the evolution of community foundation business models and present
new challenges to the field based on the principles adopted by successful community foundations.
Becca’s presentation will challenge community foundations to:
• Move beyond outdated definitions of sustainability, recognizing what is needed to truly thrive.
• Not let opportunities choose you, but rather translate your aspirations into a clear strategy and business
model that allow you to be both disciplined and flexible.
• Engage in a rigorous process of understanding where resources go today and whether your values, goals,
business model, and culture are aligned.
Speaker:
Becca Graves, Executive Director, CF Insights, Boston, MA
Sponsored by:
Community Foundation for Greater Memphis
12:45pm - 1:45pm
New Member Orientation:
An SECF Welcoming for New Members and 1st Time Attendees · Mardi Gras Salons A-C
2:00pm - 2:30pm
Opening Session:
A Kick-Off & Welcome to SECF’s 45th Annual Meeting - Featuring Mayor Mitch Landrieu · Carondelet
2:30pm - 3:15pm
Opening Keynote: Featuring Diana Aviv · Carondelet
The opening keynote by Diana Aviv, president and CEO of Independent Sector, will focus on the challenges and
opportunities SECF and similar institutions face in our changing sector and society. She will discuss a positive
vision for the next twenty years and lead a discussion of what we need to do differently to combat polarization and
insularity, to connect through dynamic and diverse partnerships, and to define a robust agenda around
public policy issues.
Speaker:
Diana Aviv, President & CEO, Independent Sector, Washington, DC
Sponsored by:
Northern Trust/Makena Capital Management LLC
Legal Updates 3:30pm - 5:00pm
3:30pm - 5:00pm
Legal Update: Community Foundations · Studio 9
It is always important to stay informed about the latest legal issues which may impact your community foundation.
Come hear one of the national experts on legal issues as we discuss some of the legal issues faced by community
foundations. We will also review the most significant legal developments over the previous year.
Speaker:
Suzanne Friday, Legal Counsel, Council on Foundations, Arlington, VA
3:30pm - 5:00pm
Legal Update: Corporate Foundations · Studio 1
Since last year, much attention has been paid to Congress and the changes they have made (and haven’t) to tax laws.
This session will address what those changes, as well as recent developments at the IRS and in the courts, mean for
corporate foundations.
Speaker:
Andrew Schulz, General Counsel, Arabella Advisors, Washington, D.C.
3:30pm - 5:00pm
Legal Update: Family Foundations · Studios 3 & 4
The legal Update for Family Foundations is one of the most valuable sessions at the Annual Meeting. In this session,
you will learn about changes in the laws, regulations and rules that may affect your foundation. You will learn about
ways family foundations get themselves into trouble and how to stay out of trouble. What constitutes prohibited selfdealing? May family members work for the foundation? When can you attend fundraisers? When can you pay travel
expenses for family members? What about grants to individuals and non-charitable organizations?
You will hear from Ben White, a national expert on private foundations, who co-chairs Alston & Bird’s Exempt
Organizations and Wealth Planning Group. Ben was named the 2013 Atlanta Lawyer of the Year in the trusts and
estates litigation area and the 2012 Atlanta Lawyer of the Year in the exempt organization area. Ben also maintains
an extensive wealth planning practice, representing some of the wealthiest individuals and families in the Southeast
and providing counseling to individual and institutional trustees, executors, personal representatives, and other
fudiciaries throughout the region.
Speaker:
Ben White, Partner, Alston & Bird, Atlanta, GA
3:30pm - 5:00pm
Legal Update: Independent Foundations · Studios 7 & 8
Members commonly rank this as one of the most valuable sessions of the Annual Meeting. This session examines
some of the key legal issues faced by private foundations and reviews the most significant legal development and
trends over the previous year. Trustees and staff of private foundations should attend this legal update to ensure they
are staying abreast of the latest developments that may impact their foundations.
Speaker:
Matthew Gries, Partner, Sutherland, Asbill & Brennan LLP, Atlanta, GA
5:30pm - 6:30pm
Hull Alumni Reception (All Classes) · St. Charles
Sponsored by: Peyton Anderson Foundation
Advanced Leadership Institute Reception · Galerie 3
Sponsored by: Daniel Foundation of Alabama
Reception for New Members & 1st Time Attendees · Riverview Room
6:00pm - 7:00pm
Chairman’s Gala Reception · Mardi Gras Ballroom
Enjoy conversation and cocktails with your colleagues as you reflect on Day One of the 45th Annual Meeting.
Sponsored by: Richmond Memorial Health Foundation
7:00pm - 9:30pm
Chairman’s Gala Dinner · Carondelet
Recognition of the Advanced Leadership Institute’s Inaugural Class and the 2015 Hull Fellows. Join your fellow
philanthropists for an elegant dinner celebrating 2014!
Sponsored by: SunTrust
THURSDAY · November 13, 2014
8:00am - 9:00am
Hot Breakfast:
Business Meetings and Committee Recognition · Carondelet
9:00am - 9:45am
Plenary: Featuring Wes Moore · Carondelet
Wes Moore is an Army combat veteran, national bestselling author, and social entrepreneur. His first book, The
Other Wes Moore, became an instant New York Times and Wall Street Journal bestseller as a story that conveys the
importance of individual decisions as well as community support. He is also the host of “Beyond Belief” on the Oprah
Winfrey Network and Executive Producer and host of “Coming Back with Wes Moore” on PBS.
Wes graduated Phi Theta Kappa from Valley Forge Military College in 1998 and Phi Beta Kappa from Johns Hopkins
University in 2001. He completed an MLitt in International Relations from Oxford University as a Rhodes Scholar
in 2004. Upon graduation, Wes served as a paratrooper and Captain in the United States Army, participating in a
combat tour of duty in Afghanistan with the 82nd Airborne Division.
While a student at Johns Hopkins he founded STAND!, which works with Baltimore youth involved in the criminal
justice system and still exists today. He has been featured by USA Today, People Magazine, “Meet the Press,” “The
Colbert Report”, “The View,” MSNBC, and NPR, among many others.
More recently, Wes is now the Founder and CEO of BridgeEdU, an innovative college completion platform that
addresses the college completion and career placement crisis by reinventing the Freshman Year in a way that engages
students in real-world internships and service learning opportunities. He is also the author of The Work, to be
released in January, which chronicles Wes’s journey to discover meaning in his work and how he found that meaning
in service. Wes is committed to helping young people redirect their lives and supporting the parents, teachers,
mentors and volunteers who care for, and work with, our nation’s youth. A portion of the proceeds from sales of The
Other Wes Moore are being donated to the U.S. Dream Academy and City Year.
Speaker:
Wes Moore, Author, The Other Wes Moore, Baltimore, MD
Sponsored by:
Casey Family Programs
Optional Morning Activities
9:00am - 12:00pm
Tour of New Orleans: Past, Present & Future Bus Tour Cost: $30 · Meet in the Hotel Lobby
Buses board at 8:45am & depart at 9:00am. Buses will return back to hotel by 12:00pm.
New Orleans is a city rich in sights and sounds. To understand its history, geography and famous charm, this is a
perfect citywide whirl-a-round introductory tour. You can view the many neighborhoods and get a glimpse of how the
city’s residents live. The tour will chronologically follow the development of the city. Beginning in the French Quarter,
where it all began, you will ride past the French Market. Stop for a stroll through an above ground cemetery.
We will then travel down St. Charles Avenue, to the American Sector, past the historic streetcars and through the
Garden District.
Hurricane Katrina is now a part of our unique history. Our tour will delve into the effects of the storm and our
recovery efforts since. We will also discuss why many of the older more historic parts of the city escaped the flood
waters and show no visible signs of the storm.
10:00am - 1:00pm
A 21st Century View of Public Education (Meet in the Hotel Lobby)
Buses board at 9:45am & depart at 10:00am. Buses will return back to hotel by 1:00pm.
Join us on this site visit to experience a ground breaking achievement in public education that has become
synonymous with New Orleans for the past ten years. This session will include insights from Micheal Stone, Co-CEO
of New Schools for New Orleans, both a catalyst for student achievement in New Orleans, and a respected influence
on best practices in public education nationwide. In addition, attendees will meet with Matt Candler, CEO of 4.0
Schools, at the 4.0 Schools Lab, where entrepreneurs are working out real solutions for real issues in public education
every day. Be prepared to have your view of public education challenged, encouraged, transformed and inspired!
Moderator:
Bill DeLoache, Trustee, Joe C. Davis Foundation, Nashville, TN
Speakers:
Matt Candler, CEO, 4.0 Schools, New Orleans, LA
Michael Stone, Co-CEO, New Schools for New Orleans, New Orleans, LA
Submitted by:
Cabot Pyle, Director of Charitable Giving, Laura Goad Turner Charitable Foundation, Nashville, TN
Mini-Plenaries 10:00am - 11:15am
10:00am - 11:15am
Making the Most of Multiple Tables: Collective Impact · Studios 7 & 8
The heightened awareness of and local demand for “collective impact” efforts has broadened the pool of partners
engaged in working together to improve the odds for children and youth. Simultaneously, it has also crowded the field
and led to competition of networks, collaboratives, and coalitions for scarce resources, attention, and control.
In a post Hurricane Katrina era, the city of New Orleans benefits from a number of networks focused on improving
systems that serve children and youth, including a coalition of executive directors of community-based organizations
serving the opportunity youth population; a network of system and CBO leaders developing a Ready by 21 Youth
Master Plan for the city; and a policy/advocacy work group and a group of practitioners organized by the mayor’s
office, many of which have overlapping membership.
In this presentation, New Orleans leaders will share their thinking about emerging strategies and lessons learned
in engaging the principles of collective impact, how to leverage cross-sector collaboratives without being duplicative
of the efforts of other ‘tables,’ and present strategies on the role of philanthropy in partnering on these important
efforts.
Speakers:
Jennifer Roberts, Vice President Education Grants, Baptist Community Ministries, New Orleans, LA
Liza Cowan, Southwest Region Executive, Global Philanthropy, JP Morgan Chase & Co., New Orleans, LA
Panelists:
Luceia LeDoux, Vice President Public Safety/Governmental Oversight Grants, Baptist Community Ministries,
New Orleans, LA
Melissa Sawyer, Executive Director, Youth Empowerment Project, New Orleans, LA
Submitted by:
Elizabeth Scheer, Vice President Health Grants, Baptist Community Ministries, New Orleans, LA
Sponsored by:
James Graham Brown Foundation
10:00am - 11:15am
Stronger Partnerships for Structural Change:
A Strategy Session on Working Well With National Funders · Mardi Gras Salons F-H
Partnering with national funders to support work in Southern states is easier said than done. Sometimes, even with
generally shared goals, we face barriers based on differences in the language we use, how we talk about change, and
how we approach potential partnerships. A recent report As the South Goes identified recommendations on how to
better initiate, expand, and deepen strategic working relationships between Southern-based and national funders in
order to increase the effectiveness of our grantmaking efforts.
Recommendations are a good start, but how can these recommendations be used to increase impact? This lively,
interactive workshop will showcase specific ways in which foundations or funder networks have sought to use the
recommendations. Participants will also have an opportunity to lift up examples and challenges from their own
work, and through small group discussion, will identify ways individually and collectively to more effectively reach
their goals through partnerships with national foundations.
Moderator:
Regan Gruber Moffitt, J.D., Senior Associate for Public Policy, Winthrop Rockefeller Foundation, Little Rock, AR
Speakers:
LaTosha Brown, Director, Grantmakers for Southern Progress (GSP) of Neighborhood Funders Group, Atlanta, GA
Ben Francisco Maulbeck, President, Funders for LGBTQ, New York, NY
Frank Fernandez, Vice President of Community Development, The Arthur M. Blank Family Foundation, Atlanta, GA
Meg Coward, President & CEO, Laughing Gull Foundation, Durham, NC
Submitted by:
Regan Gruber Moffitt, J.D., Senior Associate for Public Policy, Winthrop Rockefeller Foundation, Little Rock, AR
Sponsored by:
LevelSmart Consulting
10:00am - 11:15am
Proving Ground: Immigrants, Education, and the Future of the Southeast · Studios 1 & 2
The U.S. education system, from preschool through college, plays an important role in integrating immigrants and
their children. For many newcomers, education provides the raw materials to build a better life, work toward the
American Dream, and become full members of U.S. society. However, addressing the needs of low-income and
limited English proficient immigrants is a significant challenge, especially in the Southeastern United States, where
the immigrant population has more than doubled in the past decade and children under the age of six make up a
growing share of the region’s English language learners. This session is particularly relevant to SECF members,
who have identified education as their top priority. Participants will hear about promising practices to improve
access to education and boost graduation rates through programs that eliminate language barriers, promote English
proficiency, and provide a wide range of educational supports and opportunities for immigrant children and youth.
Additionally, panelists will address the issue of state and local expenditures on public education for immigrants and
their families as compared to native-born residents.
Moderator:
Jerry Gonzales, Trustee, Sapelo Foundation, Atlanta, GA
Panelists:
Sarah Hooker, Policy Analyst, Migration Policy Institute, Washington, DC
Gini Pupo-Walker, Executive Director, Department of Family & Community Partnerships, Metropolitan Nashville
Public Schools, Nashville, TN
Irene Lee, Director of Family Economic Success Unit, Center for Community & Economic Opportunity, Annie E.
Casey Foundation, Baltimore, MD
Submitted by:
Felecia Bartow, Associate Director, Grantmakers Concerned with Immigrants & Refugees, Sebastopol, CA
10:00am - 11:15am
Investment Session:
The Gordian Knot: Bold Actions to Improve Investment Outcomes · Mardi Gras Salons A-C
Every trustee and director sets out with the goal of increasing the probability of achieving returns in excess of the 5%
required minimum distribution, inflation and expenses without taking on undue risk in the foundation’s portfolio.
Essential to reaching this goal and to establishing a process to improve investment outcomes is understanding what
constitutes the appropriate amount of risk for an organization which shall exist in perpetuity.
This session will explore the use of a variety of asset classes to raise the probability of success over time, and share
how one foundation implemented an asset allocation policy which balanced tolerance for risk changes based on
circumstances and life cycle.
Speaker:
S. Alan McKnight, Managing Director & Head of Institutional Investments, SunTrust Foundations and
Endowments Specialty Practice, Atlanta, GA
Submitted by:
Meghan Pietrantonio, Vice President, SunTrust Foundations and Endowments Specialty Practice, Atlanta, GA
10:00am - 11:15am
Family Foundations Session:
Family Philanthropy & Family Dynamics: Keeping Both on Track · Studios 3 & 4
Any shared enterprise intended to embrace family participation inevitably relies on the health of family relationships,
interaction and appropriate behaviors. This is especially true for family giving and for your consideration of effective
governance and leadership as well as critical decision making. What are your family “norms” for participation? How
have those challenged you as well as helped you through difficult situations? How have differences of opinion and
style been handled? This session will help you consider family dynamics as a series of constructive tensions and give
you a new understanding of how these can be managed to your best advantage.
Speaker:
Ginny Esposito, President, National Center for Family Philanthropy, Washington, DC
10:00am - 11:15am
Strengthening The Field: Facilitated Discussion with Community Foundation Members · Studio 9
Join other community foundation staff and board from across the region for a facilitated discussion about the
landscape of organizations supporting community foundations. Participants will talk about what community
foundations need most to advance their organizations, support their staff, trustees and donors as well as strengthen
the field overall. This session is open to all staff and board members representing community foundations.
Speaker:
Donnell Snite Mersereau, Philanthropic Consultant, Donnell LLC, Grand Haven, MI
Sponsored by:
Community Foundation of Greater Memphis
11:15am - 12:15pm
Networking Lunch: Open Seating · Carondelet
Sponsored by: Baptist Community Ministries
12:30pm - 1:15pm
Plenary: Featuring Jim Johnson
Poverty Paradox: The Changing Face of Poverty in the South · Carondelet
This year we welcome back Dr. James (Jim) Johnson for what will surely be a high energy and enlightening look at
current face of poverty in our states. Dr. Johnson will review the initiatives of the US War on Poverty - the intent,
successes, and failures. Contemporary poverty in the South reflects trends occurring nationally over the past forty
years and he will show us how the Southeast stacks up against the nation. His presentation will offer insight to
funders as to where philanthropic interventions might yield the most results.
Speaker:
Dr. Jim Johnson, Professor of Strategy & Entrepreneurship and Director of the Urban Investment Strategies
Center, Chapel Hill, NC
Afternoon Sessions 1:30pm - 2:30pm
1:30pm - 2:30pm
The North Carolina Fund: Lessons from a Historic Collaboration to Alleviate Poverty · Studios 7 & 8
The North Carolina Fund was Gov. Terry Sanford’s landmark effort from 1963-1968 to go outside of government
and create an organization that would directly address poverty and segregation. In the name of morality and
economic development, it included black and white civic leaders, community organizers, and volunteers in efforts
to alleviate dire living conditions across the state, both urban and rural. This effort was also a unique collaborative
effort between government and philanthropy with funding support in 1964 provided by the Ford Foundation,
Mary Reynolds Babcock Foundation and the Z. Smith Reynolds Foundation. The policies created during this time
influenced the direction of national War on Poverty programs.
This panel will tell the story of one family foundation’s choice to address generational poverty in a Southern
state during a time of social upheaval and stay the course even when the Fund came under attack for being too
controversial. MDC president and Mary Reynolds Babcock Foundation trustee David Dodson will dialogue with
community leader Abdul Rasheed on lessons learned from the Fund that can be applied to strategies for moving
Southern people and places out of poverty today.
Speakers:
David Dodson, President, MDC, Durham, NC
Abdul Rasheed, Former President, NC Community Development Initiative, Raleigh, NC
Submitted by:
Lora Smith, Communications Officer, Mary Reynolds Babcock Foundation, Winston-Salem, NC
1:30pm - 2:30pm
Linking Values to Practice:
Developing an Effective Working Relationship with Your Grantees · Mardi Gras Salons F-H
Foundations promote values such as trust, transparency, and accountability. Yet restrictive funding, illusive decisionmaking and overbearing reporting requirements tell a different story. In many cases, values and practices are
woefully disconnected. This session will explore the connection between foundation values and the grantmaking
practices that make the biggest difference to nonprofits. We will share research and findings from the Center for
Effective Philanthropy and outline practical steps for foundations to engage in a meaningful relationship with their
grantee partners.
Moderator:
Ramya Gopal, Senior Research Analyst, Center for Effective Philanthropy, Cambridge, MA
Speakers:
Gage Weekes, Senior Vice President, Hollingsworth Funds, Greenville, SC
Lavastian Glenn, Network Officer, Mary Reynolds Babcock Foundation, Winston-Salem, NC
Submitted by:
Gage Weekes, Senior Vice President, Hollingsworth Funds, Greenville, SC
Sponsored by:
BNY Mellon
1:30pm - 2:30pm
Place-Based Community Change:
Investing in Resident Driven Strategies for Revitalization · Mardi Gras Salons A-C
As foundations invest in social change, they often search for the partners, theories, and interventions that will move
the needle on local, social, and economic issues. Believing that building resident power is the greatest long-term
resource, a growing movement in philanthropy is to invest in local stakeholders that are able to construct stronger
and more equitable community change efforts. Through place-based investments in Jackson, Mississippi and
Jonesboro, Arkansas, learn how local and regional funders are lifting up the voices of marginalized populations and
building the capacity of grassroots leaders to influence the direction of their community.
This session will provide foundations committed to social change the opportunity to learn about strategies that
emphasize the importance of resident power and capacity building and its role in sustainable community change.
Moderator:
Takema Robinson-Bradberry, Senior Fellow, Winthrop Rockefeller Foundation, Little Rock, AR
Panelists:
Marcie Skelton, Director, Walker Family Foundation, Jackson, MS
Andrew Ford, Interim Senior Associate for Education and Community Change, Winthrop Rockefeller Foundation,
Little Rock, AR
Submitted by:
Regan Gruber Moffitt, J.D., Senior Associate for Public Policy, Winthrop Rockefeller Foundation, Little Rock, AR
1:30pm - 2:30pm
Value Beyond the Dollar: Building Nonprofit Strength in an Age of ATMs · Studios 3 & 4
In this session, we will hear from foundations in the Southeast building nonprofit knowledge bases, facilitating
collaborations, building capacity of organizations, and adding value beyond the dollar.
Speakers:
Leslie Grady, Senior Vice President of Community Partnerships, The Community Foundation for Greater Atlanta,
Atlanta, GA
Susie Bowie, Director of Nonprofit Strategy, Community Foundations of Sarasota County, Sarasota, FL
Submitted by:
Susie Bowie, Director of Nonprofit Strategy, Community Foundations of Sarasota County, Sarasota, FL
1:30pm - 2:30pm
Public Policy Institute: Embracing Systems Change · Studios 1 & 2
Join us for an interactive session to learn about the formal and informal roles foundations can play in impacting
systems change at the local, state and federal levels. During the session, you will hear about advocacy examples from
this region and begin strategizing on how you can make a difference.
Speaker:
Erin Skene-Pratt, Director of PolicyWorks for Philanthropy, Forum of Regional Associations of Grantmakers,
Washington, D.C.
1:30pm - 2:30pm
Strategy & Visioning for the Future:
The Southeastern Council of Foundations · Studio 9 (Limited Seating)
Building on the comments from our Opening Plenary speaker, Diana Aviv, President and CEO of the Independent
Sector, and focusing on the future of philanthropy and the implications for the Southeastern Council of Foundationswe invite our Members to join us for an interactive conversation regarding SECF’s Strategic Plan, as we envision our
path to 2015-2020. Seating is limited to 40 participants who will have the opportunity to weigh in on the plan and
share their thoughts, ideas, and perspectives on SECF’s greatest successes, challenges facing Southern philanthropy
and the critical outcomes SECF should focus on in the next five years.
Respondents:
Elise Eplan, The Eplan Group, Atlanta, GA
Staci Brill, The Eplan Group, Atlanta, GA
Session Facilitators:
Jeffrey S. Cribbs, Sr., President & CEO, Richmond Memorial Health Foundation & SECF Board Chair, Richmond, VA
Mary Judson, President, Jesse Parker Williams Foundation and SECF Board Chair-Elect, Atlanta, GA
Janine Lee, President & CEO, Southeastern Council of Foundations, Atlanta, GA
Lizzy Smith, Grants Program Director, Robert W. Woodruff Foundation & Chair, SECF Strategic Planning Task
Force, Atlanta, GA
Optional Thursday Afternoon Activity
1:30pm - 4:30pm
The Arts of New Orleans Tour Cost: $15 · Meet in the Hotel Lobby
Buses board at 1:15pm & depart at 1:30pm. Buses will return back to hotel by 4:30pm.
The French Quarter is bursting with local artistic talent in many formats from fine arts to pop culture. Today we will
enjoy an in-depth exclusive tour given by a local art aficionado will explore the diversity of this creative industry.
Our tour will begin at Jackson Square where some of the most talented artists ply their creations on the infamous
wrought iron gates of the square. It is here that true treasures are can be purchased for a “steal”.
Next you will visit several of the French Quarter’s most famous galleries and local artists will be on hand to discuss
and introduce guests to their envied works. Rodrigue Galleries is one of the most recognizable for its Blue Dog
paintings. This “loup-garou” is a Cajun werewolf legend. Rodrigue has characterized these fables through paintings
of his dog Tiffany, whom he has painted in many scenarios. George will be on hand for a unique opportunity to meet
the artist behind this phenomenon. Most recent is the campaign of blue dog posters which are benefiting relief efforts
following Hurricane Katrina. At the conclusion of the tour, guests will have a new appreciation of the artistic talent
thriving in the city.
Afternoon Sessions 2:45pm - 3:45pm
2:45pm - 3:45pm
The Long March to Justice:
Philanthropy’s Response to the Civil Rights Movement Then and Now · Mardi Gras Salons F-H
This year we celebrate the 50th Anniversary of the Civil Rights Act and Freedom Summer. In honor of this historic
event, the panel will explore important questions about the South’s progress toward racial equity: What were
important lessons learned from the civil rights movement by both foundations and movement leaders? What does the
civil rights movement in the South look like today? How can foundations best support current civil rights work?
Moderator:
Derrick Johnson, President & CEO, One Voice; State President, Mississippi NAACP, Jackson, MS and Trustee,
Mary Reynolds Babcock Foundation, Winston-Salem, NC
Speakers:
Hollis Watkins, President, Southern Echo, Jackson, MS
Albert Sykes, Director of Advocacy and Policy for the Young People’s Project, Jackson, MS
Submitted by:
Lora Smith, Communications Officer, Mary Reynolds Babcock, Winston-Salem, NC
2:45pm - 3:45pm
Impact Investing:
Philanthropy’s Role in Place-based Community Development · Mardi Gras Salons A-C
Philanthropy can play a number of roles other than the traditional grant-making role in community development.
This session will highlight the role foundations can play as impact investors through loan capital to projects that
have a triple-bottom line and can act as anchors in the redevelopment of low-market areas. From neighborhood
supermarkets that increase access to healthy foods in existing food deserts; to land trusts that aim to increase
affordable housing and commercial space for local businesses, community loan funds play an important role in
community development in New Orleans, add new community voices to the table and help transform communities by
increasing capital investments and that yield social impact.
Moderator:
Aaron Dorfman, Executive Director, National Committee for Responsive Philanthropy, Washington, DC
Speakers:
Jeffrey Schwartz, Executive Director, Broad Community Connections, New Orleans, LA
Ellen Lee, Consultant, Capital Absorption Initiative, New Orleans, LA
Submitted by:
Alfredo A. Cruz, Director of Programs, Foundation for Louisiana, Baton Rouge, LA
2:45pm - 3:45pm
Real People, Real Voices: Transforming Health in Halifax County, NC · Studios 1 & 2
Healthy Places NC is the Trust’s place-based initiative in rural North Carolina. Halifax County, one of the first places
the Trust began this work in 2012, is ranked as one of the state’s unhealthiest counties. The community is working to
change that. Hear from community members about what is happening, how the foundation sparked change, and what
lies ahead.
Moderator:
Jehan Benton-Clark, Senior Program Officer, Kate B. Reynolds Charitable Trust, Winston-Salem, NC
Speakers:
Chris Wicker, Community Champion, Roanoke Rapids, NC
Victoria Chetty, Halifax County Community Transformation Catalyst Coordinator, NC Public Health Foundation,
Halifax, NC
Submitted by:
Lori V. Fuller, Director of Evaluation & Learning, Kate B. Reynolds Charitable Trust, Winston-Salem, NC
2:45pm - 3:45pm
Trustees Only Session:
Iconic Leaders, Iconic Successions: Managing the Transition from a Long-Serving CEO · Studio 9
The foundation world is facing a raft of leadership transitions over the next few years, as a number of iconic leaders
retire from roles they helped create at foundations they have led for one, two, three decades and more. Typically, no
one on the foundations’ current board or staff has worked with or for any other CEO in the same organization. An
otherwise stable environment (recessions aside!) is about to be up-ended. What’s a board to do?
This confidential session for trustees only will explore best practices—and some avoidable errors—of leaders and
foundations with real-world experience in such potentially disruptive transitions, addressing such practical questions
as “Where do we start?,” “What role should our CEO play, both now and after retirement?,” “What does the board
tell the staff when?” and “How do we say goodbye—and hello—gracefully?” Participants will leave with a working
template—and lots of questions—for addressing the most important leadership question they and their foundations
are likely to face for many years.
Speaker:
Sam Pettway, Trustee, Harland Charitable Foundation, Atlanta, GA and Founding Director,
BoardWalk Consulting, Atlanta, GA
Sponsored by:
Boardwalk Consulting
2:45pm - 3:45pm
Investment Outlook: 2015 & Beyond · Studios 3 & 4
This session will provide insights into investing capital over long time horizons, as well as the investment outlook
for the impending year. Nonprofits face ever changing financial challenges; expectations from donors; and shifting
financial rules - all while working to grow investments to support the organization’s mission and meet operational
needs. An expert investment update is a vital component to the well-rounded education the conference has to offer
and the evolving vision of key nonprofit leaders!
Speaker:
Eric Upin, Chief Investment Officer, Makena Capital Management, Menlo Park, CA
Submitted by:
Judy Bricker, Senior Vice President, Northern Trust, Naples, FL
2:45pm - 3:45pm
SECF Learning Institute:
Building and Sustaining a Geographically-Based Funders’ Network · Studio 10
Join your colleagues from around the region to gain insight on forming geographically-based funders’ networks.
Hear from the leaders of three different geographically-based funders’ networks across the Southeast as they discuss
motivations for forming their own unique network - along with the various approaches, strategies and benefits of
building and sustaining these three very different models.
Panelists:
Mason Rummel, President, James Graham Brown Foundation & Founder, Grantmakers of Kentucky,
Louisville, KY
Erik S. Johnson, Secretary & Treasurer, Robert W. Woodruff Foundation & Chair, Georgia Grantmakers Alliance,
Atlanta, GA
Sammy Moon, Coordinator, Mississippi Association of Grantmakers, Canton, MS
Thursday Afternoon Site Visits
3:45pm - 5:30pm
Site Visit A: Citizen - Led Policy Change: It Can Happen! · Meet in the Hotel Lobby
Buses board at 3:45pm & depart at 4:00pm. Buses will return back to hotel by 5:45pm.
This session will focus on the Livable Claiborne Communities Initiative, a place-based community redevelopment
strategy along the historic Claiborne Corridor in New Orleans and will emphasize the role of community voice in
driving changes in land use, housing, transportation and other policies that affect health outcomes and quality of life.
Moderator:
Flozell Daniels, President & CEO, Foundation for Louisiana, Baton Rouge, LA
Panelists:
Ashleigh Gardere, Director, Livable Claiborne Communities Initiatives, New Orleans, LA
Bill Gilchrist, Director of Place-Based Planning, City of New Orleans, New Orleans, LA
Submitted by:
Alfredo A. Cruz, Director of Programs, Foundation for Louisiana, Baton Rouge, LA
3:45pm - 5:15pm
Site Visit B: The ReFresh Project:
Connecting the Dots on Food Access & Health Outcomes in Underserved Communities · Meet in the Hotel Lobby
Buses board at 3:45pm & depart at 4:00pm. Buses will return back to hotel by 5:30pm.
This session will be a site visit to the ReFresh Project, a new ‘fresh food hub’ that will provide fresh food access
and food and nutrition programming to underserved communities along Broad Street, and create an economic
development anchor for the small businesses in the Broad Street commercial corridor.
The ReFresh Project is innovative in the number of partners involved with the project, as well as the degree of onand off-site coordination between partners in order to create system-wide change in health behaviors and outcomes.
The visit will include an overview on the bus, a walk-through—including some role playing—to illustrate the range
programming and partnerships on-site, as well as the long-term outcomes that the project is striving for, a farm-totable and product-to table discussion with the Local Forager for Whole Foods Market, and conclude with a recap and
discussion.
Panelists:
Jeffrey Schwartz, Executive Director, Broad Community Connections, New Orleans, LA
Leah Berger Jensen, Principal, The Berger Group, New Orleans, LA
Submitted by:
Elizabeth Scheer, Vice President Health Grants, Baptist Community Ministries, New Orleans, LA
Mini-Plenaries 4:00pm - 5:00pm
4:00pm - 5:00pm
Working Beyond the Fence Line: Philanthropy’s Role in
Navigating the Most Contentious Political Issue of Our Time · Mardi Gras Salons F-H
This session will present case studies of three Southeastern foundations that highlight strategies used to help make
the most of health care reform for the communities they serve, despite very different political contexts. Foundations
from Kentucky, Arkansas and Tennessee will share their roles in implementation, using the four qualities that enable
philanthropy to pursue strategic change, articulated by Rip Rapson in a blog of a similar title:
(http://kresge.org/about-us/presidents-corner/working-beyond-fence-line-changing-roles-philanthropy).
This session will be moderated by Pete Bird who serves as the Chair of the Advisory Council for the Tennessee
partnership. Participants will be able to engage in dialogue around strategies that may be replicated in their own
states, benefiting from lessons learned by their peers through the first year of implementation.
Moderator and Speaker:
Peter F. Bird, Jr., President & CEO, The Frist Foundation, Nashville, TN
Speakers:
Susan G. Zepeda, Ph.D., President & CEO, Foundation for a Healthy Kentucky, Louisville, KY
Regan Gruber Moffitt, J.D., Senior Associate for Public Policy, Winthrop Rockefeller Foundation, Little Rock, AR
Submitted by:
Catherine Self, President & CEO, Baptist Healing Trust, Nashville, TN
4:00pm - 5:00pm
Engage, Listen, Connect:
Strategies for Supporting the South’s Emerging Nonprofit Leaders · Mardi Gras Salons A-C
Next Generation nonprofit leaders are the future of our work. They offer new ways of thinking, connecting and
working, but also face a set of unique challenges like navigating generational transitions within organizations.
So, how can philanthropy better support young leaders? This interactive panel will explore different strategies for
supporting new voices in the South. In 2012, the Mary Reynolds Babcock Foundation hosted a gathering of Southern
emerging leaders.
The goal of the convening was to listen and learn from young leaders in order to inform foundation thinking. Charmel
Gaulden, a convening participant, will share her perspective as an emerging Southern change maker and present
on the continued work of Babcock emerging leaders. Rahsaan Harris of Emerging Practitioners In Philanthropy
(EPIP) will present on EPIP’s Generating Change initiative that offers a model and online toolkit for foundations to
use in effectively supporting generational transitions and leadership pipelines in the nonprofit sector. Together, these
young leaders offer ideas for a dynamic approach to addressing the future of nonprofit leadership that strengthen our
collective work.
Moderator:
Gayle Williams, Leadership Coach and Facilitator, Pfafftown, NC
Speakers:
Rahsaan Harris, Executive Director, Emerging Practitioners in Philanthropy (EPIP), New York, NY
Charmel Gaulden, Attorney, MRBF Emerging Leader Participant, Winston-Salem, NC
Submitted by:
Lora Smith, Communications Officer, Mary Reynolds Babcock Foundation, Winston-Salem, NC
4:00pm - 5:00pm
Trustees Only Session:
The Conundrum of High Performance Trustee Engagement: It’s the same – and different · Studio 9
The confluence of several “MegaTrends” set the stage for Trustee roles and modes of engagement in foundation work
today. The traditional fiduciary responsibilities and role as guardians of donor intent remain central to trustee duty
even as these trends have complicated how trustees perform their duties. These same issues threaten to reduce the
positive impact that trustees might have on the performance of their foundations.
In this session we will explore the trends that have complicated trustees’ ability to perform their traditional duties
and examine some tools and approaches available to help our foundations perform at a higher level.
Speakers:
Robbo Hatcher, Trustee, Georgia Pine Level Foundation, Inc., Macon, GA
Gilbert Miller, Trustee, Beloco Foundation, Columbus, GA
4:00pm - 5:00pm
Case Studies on Brand Development · Studios 3 & 4
Session will feature case studies from several SECF member organizations that have undergone branding campaigns
to become better communicators. Attendees will learn about each organization’s process of branding including
stakeholder research, message development, internal and external roll-outs, gaining trustee buy-in and results.
Moderator:
Sarah Kinser, Vice President of Communications Strategy, Arkansas Community Foundation, Little Rock, AR
Speakers:
Chris Crothers, Program Officer, Jessie Ball duPont Fund, Jacksonville, FL
Mary Anne Lanier, Trustee, Ray C. Anderson Foundation, Atlanta, GA
Submitted by:
Sarah Kinser, Communications Director, Arkansas Community Foundation, Little Rock, AR
4:00pm - 5:00pm
Partners in Progress: Working with Schools and Communities to Improve Education · Studios 1 & 2
Sue Desmond-Hellmann, CEO of the Bill & Melinda Gates Foundation, talks with Vicki Phillips, Director of
Education, about the foundation’s education work in the South and across the U.S.
Speakers:
Sue Desmond-Hellman, CEO, Bill & Melinda Gates Foundation, Seattle, WA
Vicki Phillips, Director of Education, College Ready, Bill & Melinda Gates Foundation, Seattle, WA
5:00pm - 6:00pm
President’s Reception · Riverview Room
For supporting Members and Sponsors who have contributed to SECF in 2014.
Sponsored by:
Goldman Sachs, OBICI Healthcare Foundation & Sutherland, Asbill & Brennan LLP
6:00pm
A Chance to Explore: New Orleans Cuisine & Culture
Enjoy the opportunity to experience New Orleans by yourself or with your fellow colleagues!
FRIDAY · November 14, 2014
8:00 am - 9:00 am
Hot Breakfast & The State of the South Report:
The Infrastructure of Opportunity with David Dodson · Mardi Gras Ballroom
Upward mobility—the opportunity for all youth and young adults to enjoy better lives than their parents’ generation—
has become a national concern, and the plight of young people stuck at the bottom of the economic ladder is worse
in the South than any region in the county. How well are Southern communities combining economic development
with creation of education-to-career pathways that build the workforce and create good jobs for this generation of
young people? Hear results of MDC’s 2014 State of the South report, which takes a regional and state-by-state look at
key indicators, and highlights communities—urban and rural—where philanthropies are working with educational,
governmental, nonprofit, community, and business leaders to create an “infrastructure of opportunity.” Then join a
conversation about what philanthropy can do to help communities find lasting social and economic solutions.
Speaker:
David Dodson, President, MDC, Durham, NC
Sponsored by:
LCG Associates
8:45am - 9:00am
Preview of the 2015 SECF Annual Meeting:
The Grove Park Inn in Asheville, NC on November 11-13, 2015 · Mardi Gras Ballroom
Morning Sessions 9:15am - 10:15am
9:15am - 10:15am
Tax Reform · Studios 9
Pressure continues to build for tax reform in the near future. With a budget deal behind them members of Congress
will face the real task of meaningful tax reform. While there is general agreement that the current system is overly
complex and unfair, there is bitter disagreement over just how to fix it. This panel will explore what’s happening
with tax reform, particularly as it affects philanthropy. Leading policy experts, Sue Santa (Council of Foundations),
Joanne Florino (The Philanthropy Roundtable), and Gloria Johnson-Cusack (Leadership 18) will cover the latest
developments on the Hill, exploring the variety of angles this affects the charitable sector.
Moderator:
Joanne Florino, Senior Vice President for Public Policy, The Philanthropy Roundtable, Washington, D.C.
Speakers:
Sue Santa, Senior Vice President, Public Policy and Legal Affairs, Council on Foundations, Arlington, VA
Gloria Cusack-Johnson, Executive Director, Leadership 18, Alexandria, VA
Submitted by:
Mason Rummel, President, James Graham Brown Foundation, Louisville, KY
9:15am - 10:15am
Social Media Session: Simplify Your Social Now! · Studio 6
A high-level strategy outlining a simple plan that features key fundamentals you can begin
implementing today that will:
• Work for you even if you’re fairly new to social media
• Allow you to share your unique stories of impact with key stakeholders
• Effectively communicate your mission, message and funding priorities
• Increase your Social Media confidence and develop your foundation’s Social Voice
Speaker:
Tanya McGill Freeman, President & Founder of Digital Sophisticate, Atlanta, GA
Submitted by:
Anji Roe Wood, Director of Marketing & Communications, Southeastern Council of Foundations, Atlanta, GA
9:15am - 10:15am
How Investing in People can Change a Community · Studios 1 & 2
The City of Richmond, Virginia has the highest concentration of public housing between Baltimore and Atlanta.
Richmond’s public housing communities are located in five census tracks. These census tracks have a high incidence
of poverty bringing special challenges in terms of nearly every indicator of community and population health/well
being.
Recognizing that creative interactions were needed, the Richmond City Health District and the Richmond
Redevelopment Housing Authority developed a strategic partnership to create a network of Resource Centers within
public housing communities. The Resource Centers empower residents through the deployment of community
advocates connecting fellow neighbors to healthcare, social services, wellness, education and other resources.
Partners include public services, private enterprise, nonprofit organizations, philanthropy and individual volunteers.
Discussion topics will include:
• The evolution of the Resource Centers and how geo-analytic tools (hot-spotting) are used to support
service/location decisions
• How the Resource Centers are changing perceptions, partnerships, policies, practices, and people
• How the model and cross sector collaboration contribute to holistic community development
(health, economic, workforce, etc)
• Lessons learned about developing relationships with multiple community service providers and
community funders
Moderator:
Jeffrey S. Cribbs, Sr., President & CEO, Richmond Memorial Health Foundation, Richmond, VA
Speakers:
Danny TK Avula, MD, MPH, Deputy Director, Richmond City Health District, Richmond, VA and Richmond
Memorial Health Foundation Board of Trustees, Richmond, VA
Cynthia I. Newbille, Ph.D., Program Officer, Richmond Memorial Health Foundation and Richmond City
Councilwoman 7th District, Richmond, VA
Submitted by:
Jeffrey S. Cribbs, Sr., President & CEO, Richmond Memorial Health Foundation, Richmond, VA
9:15am - 10:15am
Improving & Sustaining Community Health:
A Disruptive Innovation for the Disenfranchised · Studios 3 & 4
Individuals with multiple chronic illnesses consume 21% of the $1.3 trillion Americans spent on healthcare (2010) at
a cost of $88,000 per person. Medically complex and homeless high-need patients constitute a challenging subset.
Research shows effective integrated models of delivering healthcare and social services to high-need patients can
improve quality dramatically and reduce costs significantly. Placing homeless people in supportive housing reduces
emergency department visits, residential substance abuse treatment, hospital inpatient admissions and nursing home
use.
Translating the integrated care delivery model into quantifiable “per member per month” costs and selling the
service to Medicaid managed care organization is challenging and represents the next step in ensuing the model
becomes part of community health services. This presentation reviews how foundations can assist to create healthier
communities via support for these initiatives, including actuarial cost estimates needed for managed care.
Moderator:
Elmore F. Rigamer, MD, MPA, Medical Director, Catholic Charities Archdiocese of New Orleans, New Orleans, LA
Panelists:
Joseph Kanter, MD, MPH, Chief Resident, Section of Emergency Medicine, Louisiana State University Health
Sciences Center Interim Louisiana Hospital, New Orleans, LA
Submitted by:
Elizabeth Scheer, Vice President Health Grants, Baptist Community Ministries, New Orleans, LA & Meagan Relle,
Catholic Charities Archdiocese of New Orleans, New Orleans, LA
9:15am - 10:15am
Transparency in Foundations: How Much is Too Much? · Studios 7 & 8
The debate on transparency in foundation practice has been around for decades, beginning when foundations
found themselves under heavy scrutiny in the days of the 1969 Tax Reform Act. The question is just as relevant
today as Congress and others continue the call for accountability and transparency. John Tyler, General Counsel
at the Kauffman Foundation is a leading expert in what traditionally has been a controversial issue in foundation
operations and practices. The author of two monographs on the subject, he is widely considered the “go to” person on
the merits and pitfalls in the effort to establish the appropriate level of transparency in our work.
Rick Cohen, national correspondent for the Nonprofit Quarterly, is a prolific writer and advocate of nonprofit
accountability. With his extensive experience in government and in nonprofit advocacy, he will provide an interesting
vantage point on this important philanthropic concept. Come listen to these two thought leaders discuss the pros
and cons of transparency in foundations and learn about what is appropriate in today’s philanthropic culture.
Speakers:
John Tyler, General Counsel, Ewing Marion Kauffman Foundation, Kansas City, MO
Rick Cohen, National Correspondent, Nonprofit Quarterly, Washington, DC
10:30am - 11:30am
Closing Keynote: With Brian Bordainick · Mardi Gras Ballroom
Education, disaster recovery and community building: It doesn’t have to be intimidating to tackle all three in your
own community. Join your colleagues as we close the 45th Annual Meeting to learn how you can rethink your process
– replacing fragmented donor pockets with an opportunity for collaboration and collective impact. Hear about this
unique experience at G.W. Carver High School in the 9th Ward that highlights localized solutions – equipping the
individuals closest to the pain point with the resources they need to find the answers.
Brian will share his story of how he succeeded against unimaginable odds in a city plagued by extreme violence, but
bolstered by the support of the Carver community. Turning a FEMA trailer park into a state-of-the-art football field
and track in an effort to provide after-school activities and combat the alarmingly high crime rates wasn’t easy, but
had the opportunity to dramatically change student perspective. In only two years, the organization Brian founded
- the 9th Ward Field of Dreams - achieved the impossible and reached its goal of raising $1.85 million in funding for
the facility and broke ground in the Fall of 2012.
You’ll walk away on Friday afternoon with pieces of light from this inspiring story that will help you increase your
grantmaking impact and ultimately be better prepared to transform the communities you serve.
Speaker:
Brian Bordainick, Education, Fundraising and Innovation Expert; Founder of the 9th Ward Field of Dreams;
Director of Entrepreneurial Investments at 4.0 Schools; CEO at Dinner Lab, New Orleans, LA
Sponsored by:
The Duke Endowment
11:30am
Adjourn · Mardi Gras Ballroom
Optional Post Conference Session
Presented by the Annie E. Casey Foundation
12:00pm - 4:00pm
Post Conference Session:
Aligned Action: Developing a Strategy to Improve the Outcomes for Boys & Men of Color · Studios 1 & 2
The national philanthropic community has seen a groundswell of interest in improving outcomes for boys and men
of color, who find the odds stacked against them in almost every aspect of their lives. Between 2008 and 2010, the
South received 32 percent of the philanthropic funding specifically designated for black boys and men, according to
the Foundation Center. Despite this influx of resources, the Southeast seems to lack an articulated strategy regarding
its goals for philanthropic support of boys and men of color.
Through its Atlanta Civic Site, the Annie E. Casey Foundation introduces innovative approaches designed to have a
positive impact on the lives of Atlanta children and families. Given its southern investments, the Casey Foundation
has great interest in engaging partners in a dialogue on how to develop a regional strategy for and move to action on
improving the life trajectories of boys and men of color in the Southeast. We also want to discover ways to transform
the stereotypically negative, simplistic narrative around these children and youth into one that highlights their
strengths and contributions to our society and honestly captures the complexity of their context.
Join our post-conference session — featuring Joe Jones, executive director of the Baltimore-based Center for Urban
Families — Nov. 14 from 12 to 4 p.m. to further explore how we can change the conversation as well as the outcomes
for boys and young men of color throughout our region.
Speakers:
Joseph (Joe) T. Jones, Founder & President/CEO, Center For Urban Families
Kweku Forstall, Director, Atlanta Civic Site
Leah Austin, Deputy Director of Two-Generation Strategy, Atlanta Civic Site
Greg Hodge, Consultant, Just Us Partners/ Khepera Consulting
Sponsored by:
Annie E. Casey Foundation