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2018 Forum Annual Conference

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2018 Forum Annual Conference - July 16-18 in Boston, MA

The Forum’s 2018 Annual Conference will be the nation’s largest gathering of regional and national philanthropy-serving organizations (PSOs)

#ForumCon18 will bring together the leadership and staff of all PSOs working to advance, inform and support the nation’s philanthropic sector. It’s the only conference where we can delve into our unique role as CEOs and staff of regional and national PSOs, connect with others in similar roles, and explore how we can work together to increase philanthropy’s impact.

The conference will focus on two major themes: advancing racial equity, diversity and inclusion in philanthropy; and advancing partnership and collaboration in philanthropy; focusing on the role for PSOs in this work. You’ll be inspired by a roster of engaging keynote speakers; build your skills in key functional areas for PSOs; have plenty of structured and informal time to network with your peers; and have several opportunities to explore the vibrant and historic city of Boston.

Please use #ForumCon18 for any social media posts around the conference.
Emerging Leader Scholarships

The Forum is offering up to eight scholarships to allow emerging leaders within the Forum Network to attend our 2018 Annual Conference. The scholarship will cover the recipient’s registration fee and up to three nights at the host hotel. Applications must be submitted no later than May 11, 2018 to Courtney Moore.

Apply for a scholarship

Special PSO Board Member Convening- New in 2018!

The Forum is pleased to offer a special Monday-only conference package for PSO board members that includes the conference’s opening plenary session, a first-ever PSO board member convening and the conference’s opening reception. PSO board members are also welcome to participate in the entire conference.

PSO board members will come together for a first-ever facilitated session that will focus on their role as members of PSO boards in an evolving field of practice, which will include an exploration of how PSOs can play leadership roles in such areas as engaging in public policy and advancing racial equity, diversity and inclusion in philanthropy. This is the ONLY place where PSO board members can explore how to be effective in this unique board role, together with their peers, which can help a PSO advance its goals and strategies.

Program Highlights
  • Advancing Racial Equity in America plenary session featuring three nationally renowed writers and thinkers on race in America and the historical context of today's racial inequities.

  • Plenary session on The Future of Collaboration and Partnership in Philanthropy with three nonprofit and philanthropy leaders who represent key partners for our network.

  • CEO Summit for the chief executives of regional and national PSOs to come together for a fully day with your peers for in-depth learning, sharing and reflection.

  • Sessions for each of the Forum's Peer Communities to take a deep dive into your work and to connect with those who share your job responsibilities.

  • Emerging Practitioners Conversation for attendees with 10 years or less in philanthropy.

  • NEW in 2018! Mid-Level Practitioners Conversation for attendees neither at the beginning nor at the peak of leadership in your professional journey but somewhere in between.

  • Welcome reception at the Hampshire House, a turn-of-the-century mansion on historic Beacon Hill.

  • A selection of highly practical and interactive skill-building sessions covering issues relevant to our unique roles at PSOs in areas of communication, policy, membership, programming and more.

  • Practical sessions on racial equity, diversity and inclusion to help you advance these issues in your organization and with your members.

Speaker Highlights

Titus KapharOpening Keynote: Titus Kaphar

Monday, July 16

If art is a language that speaks, what is it saying? In statue form, Roosevelt rides a horse and boldly stares into the future; meanwhile, nameless African American and Indigenous people walk on foot beside him. Statues of confederate soldiers loom over our civic institutions—our libraries and schools and offices—without context or apology. Titus Kaphar—one of our country's most exciting young painters and sculptors—will open the conference with a powerful talk that imagines a renewed, more nuanced engagement with American history: envisioning new spaces for marginalized or forgotten bodies to enter, and disrupt, the evolving fabric of our culture. 

Dr. Elizabeth Hinton

Tuesday, July 17

Dr. Elizabeth Hinton is the Assistant Professor of History and African and African American Studies at Harvard University and author of the award-winning book From the War on Poverty to the War on Crime: The Making of Mass Incarceration in America. She will share her perspective on how national policies during the country's War on Poverty and War on Crime have led directly to the racial inequities we are experiencing today in country in policy bruality and mass incarceration.

Dr. Ibram X. Kendi

Tuesday, July 17

Dr. Ibram X. Kendi is a Professor of History and International Relations and the Founding Director of the Antiracist Research and Policy Center at American University and award-winning author of New York Times bestseller Stamped from the Beginning: The Definitive History of Racist Ideas in America, the 2016 National Book Award Winner for Nonfiction. He takes an expansive view on race and racist ideas that spans from 15th century Europe until modern day America. Dr. Kendi argues that if we are to have any hope of grappling with racist thought that is alive and well in America today, we must first understand how racist ideas were developed, disseminated, and enshrined in American society.

Richard Rothstein

Tuesday, July 17

Richard Rothstein is the Research Associate of the Economic Policy Institute and a fellow at the Thurgood Marshall Institute of the NAACP Legal Defense Fund and the Haas Institute at the University of California (Berkeley) and author of The Color of Law: A Forgotten History of How our Government Segregated America, a National Book Award finalist. He will share how the history of federal, state, and local policy explicitly segregated metropolitan areas nationwide, creating racially homogenous neighborhoods in patterns that violate the Constitution and require remediation.

Grant Oliphant

Tuesday, July 17

Grant Oliphant, President & CEO of The Heinz Endowments, will be the keynote speaker for the Forum's Annual Meeting. Oliphant has been a vocal and outspoken philanthropy leader in stressing the importance of foundations speaking out against government policies and decisions that are at odds with their work, denouncing racist language and policies of government leaders, and separating fact from fiction in the public discourse. In his address, Oliphant will share his perspectives on what it means to be a courageous philanthropic sector, which is an key element of the Forum's new vision, and on the role of PSOs to encourage courageous philanthropy.  

Questions about the event?

Please contact Mishka Parkins (202-457-8784) with any questions about the conference program. Please contact Courtney Moore (202-888-7428) if you need help registering.

Sunday, July 15, 2018

2:30 - 6:00 pm
Registration Open
Details

4th Floor

Come pick up your name badge, program and other conference materials at the registration desk.

1:30 - 5:30 pm
Pre-Conference Outing: John F. Kennedy Presidential Library and Museum (Pre-registration is required)
Details

220 Morrissey Boulevard, Boston, MA 02125

The John F. Kennedy Presidential Library and Museum is dedicated to the memory of our nation's 35th president and to all those who through the art of politics seek a new and better world. Located on a 10-acre park overlooking the sea that Kennedy loved and the city that launched him to greatness, the Library stands as a vibrant tribute to the life and times of John F. Kennedy. Come tour the Museum, which portrays the life, leadership, and legacy of President Kennedy, conveys his enthusiasm for politics and public service, and illustrates the nature of the office of the president. Join your colleagues for a pre-conference small self-guided group tour and experience a piece of our recent history while in Boston.

Note: A curator-guided tour of the Library and Museum is being offered on Wednesday afternoon following the close of the conference.

Cost: $35 (includes admission to museum and shuttle transportation to/from the library). Advance registration is required and is limited to 25 guests. 

3:00 - 5:00 pm
CEO Hub
Details
If you’re arriving early to Boston, join your CEO colleagues for an informal facilitated conversation about what success looks like for PSOs and how we communicate our value to members and potential members. This time will also be to catch up and network with one another and seek one another’s counsel.

5:00 - 6:00 pm
First Timer Welcome Reception
Details

Conference Ambassadors will come together along with Forum members to welcome first time attendees to the 2018 conference, making them feel part of the experience and giving them friendly faces to help navigate their experience.

6:00 - 9:00 pm
CEO Reception and Dinner (Sponsored by Equity in the Center)
Details

All chief executives (presidents, CEOs, executive directors, etc.) are invited to attend this pre-conference social reception and dinner (with a very light program) to connect with your peers in a fun, casual setting. The reception and dinner is included with your CEO Summit registration.

6:30 pm
Casual Dinner for Conference Attendees
Details

Will you be in town early for the conference? Join us at a local Boston restaurant to start your Forum conference experience off the best way possible—with food and your colleagues in a relaxing atmosphere. This dinner is not included in your registration fee. Please meet in the hotel lobby at 6:20 pm or at the restaurant at 6:30 pm.

 

Monday, July 16, 2018

6:30 - 7:30 am
Morning Exercise
Details
  • Hotel classes are available. See the concierge for the daily schedule.
  • Join the local runners club to get yourself moving with a city run. Runners will depart from hotel lobby at 6:30 am.

7:30 am
Registration Open
Details

Come pick up your name badge, program and other conference materials at the registration desk.

8:00 am - 12:00 pm
CEO Summit: Part I
Details

The CEO Summit is a rare opportunity for the chief executives of regional and national philanthropy-serving organizations (PSOs) to come together with your peers for in-depth learning, sharing and reflection.

Facilitators: Dawn Chirwa, Senior Advisor, The Giving Practice; and Sindhu Knotz, Partner, The Giving Practice

9:00 am - 12:00 pm
Mid-Level Practitioners Conversation – NEW in 2018! (Pre-registration is required)
Details

Are you neither at the beginning nor at the peak of leadership in your professional journey but somewhere in between? Join your mid-level practitioner colleagues to explore subjects of interest and talk about what matters to you at this point in your career. What is challenging you and what is motivating you?

Emerging Practitioners Conversation (Pre-registration is required)
Presented in Partnership with Emerging Practitioners in Philanthropy (EPIP)
Details

This session is designed for attendees who have spent 10 years or fewer in philanthropy. Join your colleagues to kick off the conference! You will meet others who are new to the field, discuss challenges about your role in the sector and share your vision for the future of philanthropy.

12:00 - 12:15 pm
Transition

12:15 - 2:00 pm
Conference Opening Luncheon: Making Space for Black History- Amending the Landscape of American Art
Keynote Speaker: Titus Kaphar
Details

If art is a language that speaks, what is it saying? In statue form, Roosevelt rides a horse and boldly stares into the future; meanwhile, nameless African American and Indigenous people walk on foot beside him. Statues of confederate soldiers loom over our civic institutions—our libraries and schools and offices—without context or apology. Who are the anonymous slaves, servants, and laborers appearing as footnotes in portraits of our Founding Fathers? What values are being expressed by the constitutional monuments dotting the American landscape? And why do we skip over chapters—entire peoples, entire histories—in our national narratives? In this powerful talk, Titus Kaphar imagines a renewed, more nuanced engagement with American history: envisioning new spaces for marginalized or forgotten bodies to enter, and disrupt, the evolving fabric of our culture. For this creator, the artist’s role is clear: to draw back the curtain on ignorance and deception, and amplify the voices of those who cannot speak for themselves. In a simple phrase, it’s to celebrate the truth. Join Kaphar—one of the country’s most exciting young painters and sculptors—on a revealing, intellectually nourishing tour of the issues most in need of amendment in our country.

2:00 - 2:30 pm
Dessert Break

2:30 - 5:00 pm
PSO Board Member Convening – NEW in 2018!
Details

PSO board members will come together for a first-ever facilitated session that will focus on their role as members of PSO boards in an evolving field of practice, which will include an exploration of how PSOs can play leadership roles in such areas as engaging in public policy and advancing racial equity, diversity and inclusion in philanthropy. This is the ONLY place where PSO board members can explore how to be effective in this unique board role, together with their peers, which can help a PSO advance its goals and strategies.

Facilitators: Audrey Haberman, Managing Partner, The Giving Practice and Mark Sedway, Senior Partner, The Giving Practice

2:30 - 5:00 pm
CEO Summit: Part 2
Details

The CEO Summit will continue with an afternoon session.

Peer Community Sessions
Details

Join your colleagues in peer community sessions to take a deep dive into your work and to connect with those who share your job responsibilities—the only people in the country who understand exactly what you do! Discuss collaboration, partnerships, trends and ideas of how to strengthen your work. You can also take advantage of open space for thinking, meeting and connections.

  • Communications Peer Community
  • Program Peer Community
  • Membership Peer Community
  • Finance and Administration Peer Community
  • Public Policy Peer Community
  • Open Space

5:00 - 5:30 pm
Break

5:30 - 7:00 pm
Welcome Reception: Hampshire House - Beacon Hill
Details

Offsite: 84 Beacon St

Celebrate the opening night of the conference with your colleagues over refreshments and light hors d’oeuvres at our welcome reception at The Hampshire House, a turn-of-the-century mansion on historic Beacon Hill, where generations of Bostonians and their guests have wined, dined and danced the night away.

Designed and built in 1910 by the society architect, Ogden Codman, for fellow Brahmins Bayard and Ruth Thayer, the five-story Georgian revival townhouse was lavished with Italian marble, carved oak paneling, crystal chandeliers and tall Palladian windows. Those windows not only looked out onto the Victorian elegance of the Boston Public Garden, but they also looked into the social world of Boston’s elite, as 84 Beacon Street became one of the most fashionable salons in the city.

Getting There:

Walking- ½ mile walk (directions will be available in the conference app).

Shuttle Bus- Shuttle bus service will also be available

7:00 - 9:00 pm
Dine Arounds
Details
Continue your conversations over dinner at one of Boston’s many great dining options. Additional information about the options and dinner leaders is available in the conference app. Sign-up at the registration desk and meet your dinner leader in the lobby of the Hampshire House at the close of the reception.

 

Tuesday, July 17, 2018

6:30 - 7:30 am
Morning Exercise Groups
Details
  • Hotel classes are available. See the concierge for the daily schedule.
  • Join the local runners club to get yourself moving with a city run. Runners will depart from hotel lobby at 6:30 am.

7:30 am
Registration Open
Details

Come pick up your name badge, program and other conference materials at the registration desk.

8:00 - 9:45 am
Breakfast Plenary:
Advancing Racial Equity in America: Understanding Our Past to Move Forward in Our Future
Details

Join three leading authors, speakers and thinkers on race and racial equity in America for this special plenary session. Each speaker will share an important perspective on what has led to our country’s current racial inequities and how we can move forward to overcome and eradicate them in the future. After you hear the speakers’ introductory talks in this session, you can engage in a deeper presentation and discussion with one of them in the concurrent sessions that follow.

Speakers: Dr. Elizabeth Hinton (@elizabhinton), Assistant Professor of History and African and African American Studies at Harvard University and author of the award-winning book From the War on Poverty to the War on Crime: The Making of Mass Incarceration in America; Dr. Ibram X. Kendi (@DrIbram), Professor of History and International Relations and the Founding Director of the Antiracist Research and Policy Center at American University and award-winning author of Stamped from the Beginning: The Definitive History of Racist Ideas in America; Richard Rothstein, Research Associate of the Economic Policy Institute and a fellow at the Thurgood Marshall Institute of the NAACP Legal Defense Fund and the Haas Institute at the University of California (Berkeley) and author of The Color of Law: A Forgotten History of How our Government Segregated America.

9:45 - 10:00 am
Transition

10:00 - 11:30 am

Concurrent Sessions:
Deep Dive Conversations

  • A Conversation With Dr. Elizabeth Hinton
  • A Conversation With Dr. Ibram X. Kendi
  • A Conversation With Richard Rothstein

11:30 am - 12:00 pm
Break

12:00 - 1:30 pm
United Philanthropy Forum Annual Meeting: What Does Courageous Philanthropy Look Like?
Keynote Speaker: Grant Oliphant, President & CEO, The Heinz Endowments
Details

The Forum’s 2018 Annual Meeting will be an opportunity to elect new Forum Directors, celebrate our volunteer leaders and their contributions, look back on Forum highlights of the past year and look ahead to the Forum's promising future. A highlight of the annual meeting will be a keynote presentation by Grant Oliphant, who has been a vocal and outspoken philanthropy leader in stressing the importance of foundations speaking out against government policies and decisions that are at odds with their work, denouncing racist language and policies of government leaders, and separating fact from fiction in the public discourse. In his address, Oliphant will share his perspectives on courageous philanthropy, which is a key element of the Forum’s new vision. What does courageous philanthropy look like? What is the role of PSOs to lead and encourage a courageous philanthropic sector that, as the Forum’s vision states, “catalyzes a just and equitable society where all can participate and prosper”?

1:30 - 1:45 pm
Transition

 
 

1:45 - 3:15 pm

Concurrent Sessions

  • Session 1: Facilitating Conversations on Diversity, Equity, and Inclusion - Part 1
  • Session 2: Leading from the Inside Out: Using Inscaping to Power-Up Your Organization’s Impact
  • Session 3: Adaptive Business Modeling for PSOs
  • Session 4: PSOs and Philanthropy 101
Details
Facilitating Conversations on Diversity, Equity, and Inclusion - Part 1

As PSOs have taken on bigger leadership roles, PSO staff often find themselves facilitating difficult conversations—particularly around issues of racial equity, diversity and inclusion. In this two-part workshop you’ll learn how to build your skills to manage and support challenging conversations in your work. The second part of the workshop will take place from 3:45-5:15 pm.

Part I

  • Fundamentals of Diversity, Equity, and Inclusion.
  • Requirements for initiating and supporting conversations on Diversity, Equity, and Inclusion.
  • Addressing the key challenges to engaging in conversations on Diversity, Equity, and Inclusion.

Speaker: Inca A. Mohamed, internationally recognized facilitator and consultant

Session 2: Leading from the Inside Out: Using Inscaping to Power-Up Your Organization’s Impact

Our organizations strive to make positive change in the world, articulated through our vision, mission and values. The way that organization members experience these aspirations themselves has a direct impact on our work in the world.

This workshop will focus on ways to enhance the vibrancy of organization culture and more fully express the change we want to see in the world. In particular, we will explore the practice of Inscaping: small and regular daily acts of connection, conversation, support, and witnessing that support an organization’s flourishing.

Join us to practice the art of Inscaping and learn how it can be incorporated in your organization’s systems. You will leave with concrete activities you can immediately implement back home.

Facilitator: Chris Murchison, Center for Positive Organizations, University of Michigan Ross School of Business (@MurchisonChris)

Session 3: Adaptive Business Modeling for PSOs

An ongoing challenge for PSOs is developing an effective business model that can support the organization’s work and ensure financial sustainability. In this session you’ll learn about a new tool developed for Forum members to navigate the PSO business model terrain. You’ll also hear business model case studies from some of your PSO colleagues.

Speakers: Audrey Haberman, Managing Partner, The Giving Practice and Mark Sedway, Senior Partner, The Giving Practice

Session 4: PSOs and Philanthropy 101

Are you new to the field of PSOs or just want to get some context and grounding in the sector? Join us for a conversation about the history, movements and current trends in the field of philanthropy and the reach and role of philanthropy serving organizations. You are a vital part of the philanthropic ecosystem as a member of the PSO network and we want you to understand the big picture and context for your work.

3:15 - 3:45 pm
Break

3:45 - 5:15 pm

Concurrent Sessions

  • Session 1: Facilitating Conversations on Diversity, Equity, and Inclusion - Part II
  • Session 2: Overcoming Resistance to Advocacy & Public Policy Work

Concurrent Conversations

  • PSO Speed Dating
  • Foundation Openness Conversation
  • Census 2020: Updates and Advocacy
  • PSO Data & Research Practice
  • Social Justice Philanthropy
Details
Session 1: Facilitating Conversations on Diversity, Equity, and Inclusion - Part II

Join your colleagues for the second part of this two-part workshop on building skills to manage and support challenging conversations—especially around racial equity diversity and inclusion work.

Part II

  • Explore the impact of how we "show up" as facilitators of conversations on Diversity, Equity, and Inclusion.
  • Begin to identify what we have learned from the conversations we have had and identify the ones we would like to begin.
  • Identify and practice key mindsets and skills that support facilitating conversations on Diversity, Equity, and Inclusion.

Speaker: Inca A. Mohamed, internationally recognized facilitator and consultant

Session 2: Overcoming Resistance to Advocacy & Public Policy Work

So you are not the policy person and in fact you don’t know much about advocacy and policy but want to know the basics and also how to overcome your member’s and board’s resistance to this critical part of our work. You want to have an understanding of why this work is so integral to philanthropy’s impact and why you should care. Join us for this session for “non-wonks” and people who are just curious about the value and diversity of this work.

  • Learn how to convince resistors of the importance of this work
  • Understand what is happening in the PSO field and how you can tap into knowledge and resources to meet your needs
  • Develop the message to build the case for return on investment for policy work
Concurrent Conversatins

PSO Speed Dating
Come meet your regional and national PSO colleagues and hear what you are each working on; begin to imagine how partnerships and collaborations might be seeded; or just get to know one another a bit better.

Foundation Openness Conversation
Come listen to the learning about foundations and nonprofit conversations around foundation openness that have been hosted throughout the network over the past two years, through the Forum’s partnership with the Fund for Shared Insight, to shift the culture of grantmaking towards greater openness. Also learn what PSOs have learned about their own ways of working with their members on this issue.

Census 2020: Updates and Advocacy
Over the past two years, PSOs have been working in a Midwest Cohort to bring funders together to learn and take action on ensuring a fair and accurate census, through the Forum’s partnership with The Joyce Foundation. Many other Forum members have also been engaged in this vital work, often using using resources and connections created through this Forum initiative. Come hear what your colleagues are learning and planning as we approach a critical moment for our country in preparation for the 2020 census.

PSO Data & Research Practice
Many PSOs are engaged in data collection and research projects. What are they learning about methodologies, systems, dissemination, collaboration and partnership around this growing part of our work? Join an informal conversation of PSO staff working in this space to build knowledge and relationships with one another.

Social Justice Philanthropy
Join Dr. Susan Eaton, Professor of the Practice and Director, Sillerman Center for the Advancement of Philanthropy in a discussion around how to engage funders and their advisors, socially concerned scholars and nonprofit practitioners to increase and enhance grantmaking to social justice causes.

5:15 - 5:45 pm
Break

5:45 - 7:00 pm
Clips, Conversation & Cocktails
Details

Before heading out to dine in Boston, join us for some light refreshments and a conversation and preview of a documentary hosted in partnership with Forum member Media Impact Funders.

For many New England families, cod fishing has been a way of life for generations. But in recent decades, scientists have reported a collapse in the cod population in the Gulf of Maine, which they attribute to overfishing, climate change and government policies. Cod stocks have fallen to as low as 3 percent of what would sustain a healthy population. As a result, the federal government has imposed severe quotas on cod, which have led many fishermen to sell their boats and caused deep pain in a community that has long relied on the fish.

This tale is told in compelling detail in the 2017 documentary Sacred Cod. Join us to hear about the film from one of the filmmakers, David Abel, a Pulitzer Prize-winning reporter who covers fisheries and environmental issues for The Boston Globe. Abel will be interviewed by Vince Stehle, executive director of Media Impact Funders. In addition, we’ll share some clips of the film. Abel will also share some clips from his latest, not-yet-released documentary Lobster Wars, which tells the story growing tensions between the United States and Canada over lobster fishing in the disputed “Gray Zone” in the Gulf of Maine—tensions being exacerbated by dramatic drops in the lobster population due to rapidly warming waters.

Speakers: David Abel, Reporter for The Boston Globe and Filmmaker; Vince Stehle, Executive Director, Media Impact Funders

Varies

Outings and Activities (Pre-registration is required)

  • Historic Chinatown Foodie Tour & Dinner (6:15 - 9 pm)
  • Freedom Trail Historic Women Guided Walking Tour (6-7:30 pm)
  • Boston Pizza and Tavern Tour (6-9 pm)
  • Freedom Trail® Revolutionary Women Tour (6-7:30 pm)
  • Commonwealth Shakespeare Company, Shakespeare in the Park, Dress Rehearsal for Richard III (7:30 - 10 pm)
Details
Historic Chinatown Foodie Tour & Dinner (6:15 - 9 pm)

Join us for an evening stroll through Boston's most intriguing and historic Chinatown. We'll learn about the evolution of the neighborhood's immigrant population, how and when the first Chinese arrived and what challenges they've had to overcome. We'll taste our way through some of the iconic dishes like BBQ pork, mooncakes and learn the stories behind these and other treats. We'll finish the tour with dinner as your guide introduces dish after dish, along with etiquette tips for navigating a Chinese meal. Price includes all tastes, dinner. Excludes beer or wine which may be purchased at dinner.

Cost: $85 (Includes 3 tasting stops and dinner. Does not include 20% gratuity and beer and wine for the dinner.). Advance registration is required and is limited to 12 guests. 

Boston Pizza and Tavern Tour (6-9 pm)

Enjoy a leisurely stroll through the North End, Charlestown Navy Yard and the Blackstone block. Grab drinks at the same historic Boston taverns where Paul Revere, Samuel Adams and George Washington used to frequent. A scenic ferry ride across the harbor is included, plus taste three different slices from some of Boston’s very best pizzerias. Pizzerias can rotate daily, and may include – a slice from a famous North End Bakery, Tavern style pizza, or a slice voted “Boston’s Best” multiple times! Other sites include USS Constitution, Charlestown Navy Yard and Bunker Hill Memorial. A 3-hour walking tour of Boston’s taverns, pizzerias and historic neighborhoods.

Cost: $50. Advance registration is required and is limited to 15 guests. 

Freedom Trail® Revolutionary Women Tour (6-7:30 pm)

The new Revolutionary Women Tour invites people of all ages to walk the Freedom Trail and explore four centuries of Revolutionary women who changed history. Experience the religious rebellions, patriotic actions, abolitionist movements, prolific writings, and landmark speeches of women who shaped America.

Cost: $11.

Commonwealth Shakespeare Company, Shakespeare in the Park, Dress Rehearsal for Richard III (7:30 -10 pm)

Performed by Boston-based theater company Commonwealth Shakespeare, enjoy a modern take on Richard III, Shakespeare’s searing drama chronicles the ruthless ascension of a king and the devastation he leaves in his wake as he gains power over the realm.

Cost: $25. Advance registration is required and is limited to 20 guests.

 

Wednesday, July 18, 2018

6:30 - 7:30 am
Morning Exercise Groups
Details
  • Hotel classes are available. See the concierge for the daily schedule.
  • Join the local runners club to get yourself moving with a city run. Runners will depart from hotel lobby at 6:30 am.

7:30 am
Registration Opens
Details
Come pick up your name badge, program and other conference materials at the registration desk.

8:30 - 9:30 am
Breakfast Plenary Session: The Future of Collaboration and Partnership for Philanthropy
Details

Philanthropy-serving organizations are coming of age at a critical moment in our field and our country. How do we take full advantage of this moment to develop collaborations and partnerships that will increase the impact of our members and further increase our relevancy? What’s coming next for our field? How do we need to change our work, our organizations and our collaborations to maximize our effectiveness in these ever-changing and turbulent times? To answer these and other questions, we’ll engage in a conversation with three nonprofit and philanthropy leaders who represent key partners for Forum members.

Speakers: Dan Cardinali, President & CEO, Independent Sector (@DanCardinali); Carly Hare, National Director/Coalition Catalyst, CHANGE Philanthropy; and Donna Murray-Brown, President and CEO, Michigan Nonprofit Association (@dmurraybrown)

9:30 - 9:45 am
Transition

10:00 - 11:15 am

Concurrent Sessions:

  • Session 1: Enlarging the Space for Philanthropy in Europe– Developing an Advocacy Roadmap
  • Session 2: PSO Collaborations & Initiatives
  • Session 3: Equitable Evaluation Practice
  • Session 4: Emerging Leaders & CEO Conversation
Details
Session 1: Enlarging the Space for Philanthropy in Europe– Developing an Advocacy Roadmap

Although the work of many PSOs is focused on the United States, it’s important to remind ourselves that we are part of an increasingly global society and sector. The philanthropy sector is a key pillar of European civil society, but the operating environment for institutional philanthropy in parts of Europe is under threat—i.e., foreign funding restrictions, inconsistent cross-border philanthropy taxation schemes, harmful impacts of too rigid anti-terrorism/money laundering measures—and these are jeopardizing the essential work of more than 140,000 European donors and foundations. In response, the Forum’s colleague organization in Europe, Donors and Foundations Networks in Europe (DAFNE), along with the European Foundation Centre, have kicked off joint advocacy work for Europe’s philanthropic sector, with the aim to maintain and develop the space for philanthropy across Europe. Come learn about DAFNE’s advocacy plans in Europe and discuss how we can work with our European colleagues to strengthen philanthropy beyond our borders, and learn from each other.

Speaker: Max von Abendroth, Executive Director, Donors and Foundations Networks in Europe (DAFNE) (@bxlmax)

Session 2: PSO Collaborations & Initiatives

What does it take to co-create solutions with partners and collaborators sustaining the energy to make change over time? Where do the ideas and seeds of collaboration come from and how do they take root? Join PSO colleagues to learn about powerful collaborative efforts that are showing real progress towards goals and impact on the ground through collaborative programming and funding models.

Session 3: Equitable Evaluation Practice

How do you use an equity lens when you think about your programming and evaluation models and how can you think about this with your members? Join Jara Dean-Coffey for a workshop that will present tools, frameworks and concepts that have immediate implications for how individuals and organizations engage systematically with data and information in service of impact. This session will focus on evaluation as a Tool for equity as you reimagine evaluation as a tool to both understand progress towards equity and in service of it.

Speaker: Jara Dean-Coffey, Founder and Principal, Luminaire Group (@jdeancoffey)

Session 4: Emerging Leaders & CEO Conversation

Emerging Practitioners & CEO will come together for a conversation about issues that surfaced during the pre-conference session for the emerging practitioners around culture, roles, trends and changes in the field. This is a repeat of the session held last year to great accolades and one that energized all.

11:00 - 11:30 am
Break

 
11:30 am - 12:30 pm

Concurrent Sessions:

  • Session 1: DEI – Intersectional Gender/Race Norms
  • Session 2: PSOs’ Role in Advancing Racial Equity: What’s Happening & What’s Next
  • Session 3: Effective Membership Recruitment & Retention Strategies
  • Session 4: Furthering Philanthropy's Mission wth Media & Journalism
Details
Session 1: DEI – Intersectional Gender/Race Norms

How we define diversity and the various ways we see equity or non-equity are complicated. You might say it goes beyond black and white into complicated social norms, expectation and false narratives. Join this conversation to begin to explore these complexities and gain understanding of the questions you should be asking yourself and within your organization.

Speakers: Riki Wilchins, Executive Director, TrueChild and Deborah Aubert Thomas, Vice President for Programs and Learning, Philanthropy Ohio

Session 2: PSOs’ Role in Advancing Racial Equity: What’s Happening & What’s Next

Join us to learn more about the results of the Forum’s recent racial equity scan and how our network can move forward to continue strengthening and advancing our racial equity work. Hear about the highlights of how PSOs are currently engaging in racial equity, and the challenges and opportunities they’ve identified for this work, and discuss how we can use the scan findings to continue our journey in providing leadership for the field on these critical issues.

Speakers: David Maurrasse, Ph.D., Founder & President, Marga Incorporated; and Tamara Copeland, President & CEO, Washington Regional Association of Grantmakers

Session 3: Effective Membership Recruitment & Retention Strategies

Join your colleagues who are interested in and responsible for member services and membership in your PSO. Topics will be determined by your peers in the coming weeks to help build out a meaningful session. Stay tuned for details and speakers.

Session 4: Furthering Philanthropy's Mission with Media & Journalism

Media is one of the most powerful tools for social change. Philanthropy's support for media and journalism to serve as a bulwark of democracy can help build consensus on critical social issues. In this session, join Vince Stehle and other talented voices in journalism to learn how PSOs can develop partnerships and programming using media as a tool for effective storytelling and advocacy.

Speaker: Vince Stehle, Executive Director, Media Impact Funders (@VinceDaily)

12:45 - 2:00 pm
Conference Closing Luncheon: Changing the Narrative
Details

False narratives have been told, and continue to be told, to suppress communities of color in our country. In this inspiring closing conference session, several speakers will explore what philanthropy can do to write the true story about these communities—and thus about America. Our country is the presence of all color and that is what makes our country’s future hopeful—but only if we change the false narratives.

Speakers: Sarah Eagle Heart, Executive Director, Native Americans in Philanthropy and Cristina Jimenez, Executive Director and Co-Founder, United We Dream

2:00 pm
Conference Adjourns

 

Post-Conference Sessions

July 18, 2:30 - 6:00pm
Drupal-Salesforce Users Group
Details
The annual in-person meeting of the Forum's Technology Platform Users Group. Registration will open soon. Attendace is limited to users of the Forum's Drupal-Salesforce Platform. 

2:45 - 5:30 pm
Post-Conference Outing: John F. Kennedy Presidential Library and Museum Curator's Tour
Details

220 Morrissey Boulevard, Boston, MA 02125

The John F. Kennedy Presidential Library and Museum is dedicated to the memory of our nation's 35th president and to all those who through the art of politics seek a new and better world. Located on a 10-acre park overlooking the sea that Kennedy loved and the city that launched him to greatness, the Library stands as a vibrant tribute to the life and times of John F. Kennedy. Come tour the Museum, which portrays the life, leadership, and legacy of President Kennedy, conveys his enthusiasm for politics and public service, and illustrates the nature of the office of the president. Join your colleagues for a post-conference curator-guided tour and experience a piece of our recent history while in Boston.

Note: A self-guided group tour of the Library and Museum is being offered on Sunday afternoon prior to the start of the conference.

Cost: $35 (includes admission to museum and shuttle transportation to/from the library). Advance registration is required and is limited to 25 guests. 

July 19, 9:00 am - 5:00pm
Drupal-Salesforce Users Group
Details
The annual in-person meeting of the Forum's Technology Platform Users Group. Registration will open soon. Attendace is limited to users of the Forum's Drupal-Salesforce Platform. 

When: 
Monday, July 16, 2018 to Wednesday, July 18, 2018
Where: 
Boston, MA
Members: 
$450.00
Non-Members: 
$850.00
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Join the Forum for our 2018 Annual Conference!

The Forum’s 2018 Annual Conference will be the year's largest gathering of the CEOs and staffs of regional and national philanthropy-serving organizations (PSOs). Our conference is the ONLY event where we can delve into our unique role as CEOs and staff of PSOs, connect with colleagues in similar roles from across the country, and explore how we can work together to increase philanthropy’s impact. Mark your calendars and plan to attend!

Registration Fees


Early-Bird Pricing Available Until May 18 (member / non-member)

  • Full-Conference: $450 / $850
  • Full-Conference with CEO Summit: $575 / $975
  • PSO Board Member Convening: $225

Regular Pricing (member / non-member)

  • Full-Conference: $500 / $900
  • Full-Conference with CEO Summit: $625 / $1,025
  • PSO Board Member Convening: $275

Who is Eligible to Attend?


  • Regional philanthropy membership associations and organizations.
  • National identity-based philanthropy affinity groups, membership associations and organizations.
  • Regional and national issue-based philanthropy affinity groups, membership associations and organizations.
  • National practice-based affinity groups, philanthropy membership associations and organizations.
  • Regional and national philanthropy membership associations and organizations focused on a single type of funder.
  • National sector-wide philanthropy membership associations and organizations.
  • Academic centers of philanthropy
  • Sponsors
  • Board members & other leaders of philanthropy-serving organizations
  • Consultants with the endorsement of a Forum member organization

What's Included in My Registration Fee?


  • CEO Summit- includes dinner on 7/15. Breakfast and morning sessions on 7/16
  • Full Conference- includes afternoon sessions, lunch and reception on 7/16; all sessions, breakfast, and lunch on 7/17; and all sessions, breakfast, and lunch on 7/18
  • PSO Board Member Convening- includes afternoon session, lunch and reception on 7/16.

Cancellation Process


Cancellations received before June 29 will recieve a partial refund minus a $50 cancellation fee. Cancellations received after June 29 will not be eligible for a refund. Please contact Courtney Moore (202-888-7428) to cancel your registration or transfer it to another person at your organization.

Registration FAQs


Step #1: Login

To register you will need an account on our website. If you already have an account, login with your email address and password. Aren't sure if you have an account? Enter your email address here to reset your password. If your email address isn't found, create an account. Please note that new accounts are not automatically approved and need to be activated by a Forum staff member. You may need to wait up to 24 hours for your account to be activated and you will receive an email once you have been approved.

Step #2: Register

Select the appropriate option in the list available at the top of the page and click the "Register Now" button. You will not see the options or "Register Now" button unless you are logged in. Go to your cart and make any adjustments to the quantities if you are registering more than one person. Click the "Checkout" button.

Step #3: Checkout

On the checkout page, indicate who each registration is for and fill out any additional information requested. If you are looking to register someone else from your organization but don't see them listed, please contact Courtney Moore (202-888-7428).

Registering Others at Your Organization?

Follow the steps above to create a login for yourself if you haven't already. Once logged in, select the appropriate option from the list and make any adjustments to the quantities in your cart if you are registering more than one person from your organization. On the checkout page, you'll be able to assign each registration option to another contact associated with your organization in our system. If you don't see them listed, please contact Courtney Moore for further assistance by including the names, titles, and email addresses of those you'd like to register.

Plenary Session Speakers


David Abel

Reporter for The Boston Globe and Filmmaker

Dan Cardinali

Independent Sector

Sarah Eagle Heart

Native Americans in Philanthropy

Carly Hare

CHANGE Philanthropy

Dr. Elizabeth Hinton

Harvard University

Cristina Jimenez

United We Dream

Titus Kaphar

Artist

Dr. Ibram X. Kendi

American University

Donna Murray-Brown

Michigan Nonprofit Association

Grant Oliphant

The Heinz Endowments

Richard Rothstein

Economic Policy Institute

Vincent Stehle

Media Impact Funders

Concurrent Session Speakers


Dawn Chirwa

The Giving Practice

Tamara Lucas Copeland

Washington Regional Association of Grantmakers

Jara Dean-Coffey

Luminare Group

Audrey Haberman

The Giving Practice

Sindhu Knotz

The Giving Practice

David Maurrasse, Ph.D.

Marga Incorporated

Inca A. Mohamed

Facilitator

Chris Murchison

Center for Positive Organizations, University of Michigan

Mark Sedway

The Giving Practice

Deborah Aubert Thomas

Philanthropy Ohio

Max von Abendroth

Donors and Foundations Networks in Europe (DAFNE)

Riki Wilchins

TrueChild

Presenting Sponsors


Bronze Sponsors


CEO Dinner Sponsor


Partner Sponsors

Find out more about becoming a sponsor

Hyatt Regency Boston

One Avenue de Lafayette, Boston, MA, 02111

Connected to Macy’s, the shopping district, and the “T”, Boston’s transit system, our hotel is located in the heart of downtown Boston’s vibrant Financial and Theatre Districts. Guests will have easy access to Boston Common, Freedom Trail, Beacon Hill, Quincy Market/Faneuil Hall, and other points of interest. 

Accomodation Highlights
  • complimentary wi-fi in your sleeping room, all public areas, restaurants and meeting space
  • 24-hour StayFit gym
  • 24-hour business center and in-room dining
  • Check-in: 4 pm / Check-out: 12 pm
Visit Hyatt Regency Boston website for details

 


Book Your Room

A block of rooms is available to our attendees at a discounted rate of $259/night. Reservations can be made online or by calling 800-233-1234 and referencing our group name, “United Philanthropy Forum”. This rate will be available until June 22, 2018 but may sell out earlier. We encourage to make your reservations as soon as possible. 

Book Now

The attendee roster is restricted to members of the Forum and conference registrants. Please login to view it.

The Forum’s 2018 Annual Conference will be this year's largest gathering of the CEOs and staffs of regional and national philanthropy-serving organizations (PSOs) in the field. The conference is the ONE opportunity where we can delve into our unique role as CEOs and staff of PSOs, connect with colleagues in similar roles from across the country, and explore how we can work together to increase philanthropy’s impact.

The conference will focus on two major themes: advancing racial equity, diversity and inclusion in philanthropy, and the role for PSOs in this work, and advancing collaboration and partnership among PSOs and the broader philanthropic sector. Conference sessions will also provide plenty of opportunities for deep skill-building in the areas of highest importance to PSOs, and plenty of time for meaningful peer-to-peer networking and interaction.

Please contact Mishka Parkins (202-457-8784) with any questions about the conference program. Please contact Courtney Moore (202-888-7428) if you need help registering.

Connect With the Conference


Stay connected with the conference through social media using #ForumCon18 and following @unitedphilforum on Twitter. Stay tuned for more information about our conference app.

Emerging Leader Scholarships


The Forum is offering up to eight scholarships to allow emerging leaders within the Forum Network to attend our 2018 Annual Conference. The scholarship will cover the recipient’s registration fee and up to two nights at the host hotel. Applications must be submitted no later than May 18, 2018 to Courtney Moore.

Apply for a scholarship

Non-Solicitation Policy


The Forum is committed to providing a space for professional networking and education, therefore we ask that all registrants respect the learning environment of the conference and refrain from soliciting funds or business during this event.

Planning Committee


This year's conference wouldn't be possible without the leadership and contributions of our planning committee:

  • John Barnes, Funders Concerned About AIDS
  • Kristen Cambell, Philanthropy for Active Civic Engagement (PACE)
  • Vanessa Castro, Philanthropy New York
  • Deborah Ellwood, CFLeads
  • Karla Fortunato, Connecticut Council for Philanthropy 
  • Biz Ghormley, Emerging Practitioners in Philanthropy (EPIP)
  • Paul Kim, Philanthropy Northwest
  • Tuly Martinez, Southern California Grantmakers
  • Grace Nicolette, The Center for Effective Philanthropy (CEP)
  • Jennifer Olney, Funders Together to End Homelessness
  • Kathy Sessions, Health and Environmental Funders Network
  • Elizabeth Whittaker-Walker, Council of Michigan Foundations

Directions


The Hyatt Regency is close to both Logan Airport and South Station. 

Walking

From South Station

From South Station it is a 5-6 min walk. Head northwest on Summer St toward Atlantic Ave, turn left onto Lincoln St, turn right toward Bedford St, left onto Bedfor St and turn left onto Chauncy St. The hotel will be on your right.

Public Transportation

From Logan International Airport

You can take the Silver Line Bus- Route SL1 for 5 stops from the airport terminal to South Station. From South Station it is a 5-6 min walk. Head northwest on Summer St toward Atlantic Ave, turn left onto Lincoln St, turn right toward Bedford St, left onto Bedfor St and turn left onto Chauncy St. The hotel will be on your right. Cost: Free

The "T" is also on option. Take a Massport shuttle bus available from all terminals to the Airport Station on the Blue Line. Take the Blue Line Westbound towards Bowdoin. The State Street stop is 5 blocks from the hotel or you can switch to the Orange Line at the State Street Station and go one stop to Downtown Crossing. Cost: $2.70

Transportation Network Companies & Shared Shuttles

Uber/Lyft/Wingz service is available at both Logan International Airport & South Station. Fares will vary. Shared ride vans are also available from both airports.

Taxi

Taxis are availalbe at both Logan International Airport & South Station. Approiximate cost from the airport is $25. 

Driving

Valet parking is $55/night for overnight parking plus tax with in and out privilege. Self-parking is also available for $40 per 24 hours. Hourly public parking is also available in the public garage adjancent to the hotel. 

Things to Do in Boston


The Freedom Trail

The Freedom Trail is a 2.5-mile, red-lined route that leads you to 16 historically significant sites - each one an authentic treasure. Explore museums and meetinghouses, churches, and burying grounds. Learn about the brave people who shaped our nation. The Freedom Trail Foundation offers a daily schedule of public walking tours. 

Find out more

Museum of African American History & African Meeting House

The Museum of African American History is New England’s largest museum dedicated to preserving, conserving and interpreting the contributions of African Americans. In Boston and Nantucket, the Museum has preserved four historic sites and two Black Heritage Trails® that tell the story of organized black communities from the Colonial Period through the 19th century. The African Meeting House is the oldest black church building in the country. Built and opened in 1806, the church was constructed primarily by free black artisans and has been returned to its 1855 appearance through historic restoration. The museum also features the Abiel Smith School , built in 1835, which is the oldest public school still standing in the United States that was built for the sole purpose of educating African American children.

Find out more

Boston Public Library

Established in 1848, by an act of the Great and General Court of Massachusetts, the Boston Public Library (BPL) was the first large free municipal library in the United States. The Boston Public Library is the third largest public library in the United Stated only behind the Library of Congress and the New York Public Library. 

Find out more

Fenway Park

"America's Most Beloved Ballpark" is uniquely nestled in the city of Boston. Fenway Park is a place where dreams are made, traditions are celebrated and baseball is forever. See the home of Red Sox Legends, Williams, Yaz, Fisk and Rice. Visit Pesky's Pole and sit atop the world famous Green Monster which stands 37 feet 2 inches high overlooking left field. 

Find out more

Boston Common

Boston Common (also known as the Common) is a central public park in downtown Boston, Massachusetts. Dating from 1634, it is the oldest city park in the United States. The Boston Common consists of 50 acres of land bounded by Tremont Street, Park Street, Beacon Street, Charles Street, and Boylston Street. 

Find out more