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Community Foundation Boot Camp- Sarasota

When: 
Monday, September 17, 2018 to Tuesday, September 18, 2018
Where: 
Sarasota, FL
Community Foundation of Sarasota County
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Presented in Partnership with Florida Philanthropic Network

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
  • Grantmaking
  • 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.

Schedule

Day 1: 10:00 am – 5:00 pm with a reception immediately following
Day 2:   8:30 am – 4:00 pm

Cost

Early-Bird Pricing before July 28, 2018

  •     Members: $450/person
  •     Non-members: $650/person

Regular Pricing after July 28, 2018

  •     Members: $500/person
  •     Non-members: $700/person

We must have at least 30 registrants by Wednesday, August 1. The event will be cancelled at that time and refunds issued if we haven't secured the minimum number of registrants.

Hotel

If you will be attending from out of town, Florida Philanthropic Network has organized a room block with a discounted room rate of$109/night. The room block closes on September 2.

Homewood Suites by Hilton Sarasota
3470 Fruitville Road, Sarasota, Florida 34237
1.1 miles to Community Foundation of Sarasota County

Presenters

David Bennett
Community Foundation of Greater Fort Wayne

David received his bachelor’s degree in Economics from Williams College, and a master’s in Public Affairs from Princeton University.  From 1988 to 1995, he was the President of Taxpayers Research Association, which, at the time, was the largest taxpayer advocacy group in the State.  He is the author of four books on state and local finance in Indiana, and a fifth book, a historical biography of Vice President Thomas Riley Marshall. David joined the Community Foundation of Greater Fort Wayne as Executive Director in 1995.

Rosemary Dorsa
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. 

Judy Johnson
Washington County Community Foundation

Judy Johnson joined the Washington County Community Foundation in 2001 as the Executive Director.  She has served on several community foundation committees at the state level, including: Marketing Committee, Professional Development Committee, Education Committee, Leadership Retreat Planning Committee, State Conference Planning Committee and EPIC. Judy is currently serving as chair of the Community Foundation State Committee. During her tenure at the Washington County Community Foundation she has helped start several programs including: the Washington County Youth Foundation, Youth First, Education Matters (adult college completion) and the Happily Ever After Project (early literacy).  She has also worked in healthcare, human resources and education.  Judy holds a BS degree in business and an AS degree in respiratory therapy.

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