Presented in Partnership with Grantmakers of Western Pennsylvania
Registration is now open!
The two-day Community Foundation Boot Camp program offers a comprehensive overview of the structure and operations of a community foundation. It is an ideal in-depth introduction to community foundations for new community foundation staff, community foundation board members, or other community foundation staff looking for a good refresher. Topics covered include:
- History, purpose
- Board governance
- Gifts and funds
- Asset development
- Community leadership
- Finance and investments
- Legal Issues
- Operational sustainability
- Lifecycles of community foundations
You can download the full community foundation boot camp curriculum below.
United Philanthropy Forum is pleased to offer this program at a member rate to any community foundation that is a member of one of the Forum’s members. The training will be provided by our colleagues at the Indiana Philanthropy Alliance (IPA). IPA, thanks to ongoing support from Lilly Endowment Inc., offers a training and technical assistance program for community foundations, known as GIFT, and has a comprehensive curriculum and experienced trainers.
Day 1: 10:00 am – 5:00 pm with a reception immediately following
Day 2: 8:30 am – 4:00 pm
Early-Bird Pricing before March 30, 2018
- Members: $450/person
- Non-members: $650/person
Regular Pricing after March 30, 2018
- Members: $500/person
- Non-members: $700/person
Vice President, Indiana Philanthropy Alliance
Director, GIFT Technical Assistance Program
Rosemary has spent her career in the philanthropic sector. In her current role, she provides leadership to the GIFT program which provides board and staff training, consulting, and networking opportunities for over 90 community foundations in Indiana. Prior to joining GIFT, Rosemary was with Central Indiana Community Foundation from 1993 to 2010, serving in various roles including Chief Operating Officer and Vice President for Partnerships and Community Initiatives. She also worked for the United Way of Central Indiana and Community Centers of Indianapolis. Rosemary has served on numerous not-for-profit boards including Indiana Humanities, Indianapolis Parks Foundation, TechPoint Foundation and the Lacy Leadership Association.
Associate Director, GIFT Technical Assistance Program
Terri began her position with Indiana Philanthropy Alliance in 2013. Terri works with other GIFT staff to provide training and on-site consultation for the boards and staff of the 94 community foundations in Indiana. She provides technical assistance in all aspects of the community foundation field. Prior to this position, she spent ten years as the Executive Director of the Northern Indiana Community Foundation (NICF) in Rochester, Indiana. In this role, she oversaw the operations and financial management of the NICF, which serves Fulton, Miami, and Starke counties in north central Indiana. Under her leadership the assets of the NICF doubled to more than $23 million.
Located in the heart of downtown, Drury Plaza Hotel Pittsburgh Downtown is a historic renovation of the Federal Reserve Bankbuilding. It is close to PNC Park, the Andy Warhol Museum, the David L. Lawrence Convention Center and more.
The Community Foundation Boot Camp will be held in the “Coin Vault” conference room and a block of sleeping rooms has been held for our group for the evenings of May 1st and 2nd.
To receive the group rate of $132 a night, please make your reservations by Friday, April 6, 2018. Reservations made after this date will be subject to prevailing rate and availability.
Reservations can be made online or by calling 1-800-325-0720 and refer to your group number.