New to the community foundation field? This two-day program, taught by leaders with decades of community foundation experience, provides comprehensive training for community foundation staff and will cover the business model legal structure, financial, programs and operations. We’ll also dig into types of funds, donor intent and variance power, Pension Protection Act implications, donor advised funds, non-endowed funds and so much more! This programming goes beyond theory to provide you with practical knowledge you can begin using immediately. This session is intended for all staff types and while the target is those with two years or less of experience, all experience levels are welcome! Due to the CMF partnership with Indiana Philanthropy Alliance, CMF members don’t have to leave the state to get this training.
Rosemary Dorsa, vice president, Indiana Philanthropy Alliance
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.
Terri Johnson, associate director, GIFT
Terri began her position with Indiana Philanthropy Alliance in January 2013 as Associate Director of GIFT. She 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 was the Executive Director of the Northern Indiana Community Foundation in Rochester, Indiana for ten years. She also served as a board member of the Fulton County Community Foundation for 10 years and was employed at her family business, Akron Concrete Products. She is a graduate of Indiana Wesleyan University and International Business College. She holds degrees in business management and accounting.
Kelly Shrock, president, Community Foundation of Muncie and Delaware County
Kelly worked in and supported higher education for twenty years before transitioning to The Community Foundation in 2012. She serves as President. Kelly earned a Bachelor of Science degree in Psychology and Social Work from Ball State University and a Master’s degree in Higher Education Administration from Miami University. She holds the professional credential of Certified Fundraising Executive. Kelly is also a graduate of The Fundraising School in the Indiana University Lilly Family School of Philanthropy with a certificate in Fundraising Management. She joined the faculty of The Fundraising School in 2014. Her community involvement includes board service for Muncie & Delaware County BY5 Early Childhood Initiative, Delaware Advancement Corporation, First Presbyterian Church, the Muncie Action Plan and Psi Iota Xi.
CMF Members: $375
We have a block of rooms available at The H Hotel at the rate of $149 for the night of March 20. You can book online here or call 800-282-7778 and ask for the Council of Michigan Foundations event. Rooms must be booked by March 5 to receive this special rate.
Made available through the CMF Community Foundation Endowment for community foundations with assets under $100 million.
Assets under $15 million will receive $200 off registration
Assets $15 million - $100 million will receive $100 off their registration
A special code is required at checkout - please contact Andrea Judd for more information.
March 12, 2019 at 5:00 p.m. EDT
Cancellation Policy: No refunds are available after March 12, 2019