2015 Quarterly Member Update 3rd Quarter

August 4, 2015

Meet Your Moderator

Jesse SalazarVice President, CommunicationsCouncil on Foundations

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Housekeeping Items

Welcome from the President & CEO

Vikki SpruillPresident & CEO

Council on Foundations

The Summer of LearningUpcoming Events

Refining Organizational Practices to Enhance Place-Based Initiatives

August 19, 2015 | 2-3 PM EST |

Webinar

Effectively engaging in place-based philanthropy requires the need to rethink organizational set-up such as:

The role of the program officer and other key staff,

The way you develop metrics and evaluation tools to measure success,

The ways in which you involve community in the work.

Building Partnerships to Maximize Local Impact

September 16, 2015 | 2-3 PM EST |

Webinar

Join us as we take a look at how some

funders have successfully partnered

with other entities in their local

communities and examine how funder

consortiums such as Living Cities could

serve as an example for the

philanthropic sector.

Today’s Agenda

• Evolution of American Philanthropy Update

• Philanthropy-Joining Forces Impact Pledge

• Endowments and Financial Services Summit

• National Standards

• Q&A

Evolution of American Philanthropy Initiative

Sue SantaSenior Vice President,

Public Policy and Legal AffairsCouncil on Foundations

What is the initiative?

• A long-term thought leadership project aimed at focusing attention on the fundamental role and impact of philanthropy in American society.

• Components include:

Panel discussions (Annual Meeting, Minneapolis)

Advisory Committee recommendations on deliverables for Council members and the field

Evolution of American Philanthropy

Panel Discussions

• Conversations to connect foundations and thought leaders from different fields to explore philanthropy historically and deliberate emerging trends and opportunities

• Minneapolis – June 16th, The McKnight Foundation

“Philanthropy and the Meaning of Community”

Panelists from a community, corporate, and private foundation engaged in a moderated conversation about what “community” means.

Mayor of Minneapolis, Betsy Hodges, shared her perspective on how local government and philanthropy can unite to serve communities in common.

Evolution of American Philanthropy

Philanthropy-Joining Forces Impact Pledge

Donald A. CookeSenior Vice President, Philanthropy

McCormick Foundation

One Nation with One Common Goal

Matthew S. CollierChief Strategic Partnerships Officer

Senior Advisor to the SecretaryDepartment of Veteran Affairs

Philanthropy-Joining Forces Impact Pledge

In 2015, the Council and Veterans Philanthropy Exchange organizers announced more than $170 million in commitments to strengthen services and support for veterans and military families nationwide.

Since last year's announcement, an additional $106,225,000 has been committed bringing the total to $276,225,000.

Participating Organizations

Agility DGS

American Bar Association

Blue Shield of California Foundation

Bristol-Myers Squibb Foundation

Call of Duty Endowment

Capital One Corporation

CJM Foundation / Foundation

Sweet Success

The Community Foundation for

Northern Virginia

Community Foundation of

South Alabama

First Command Financial Services, Inc.

Got Your 6

The Healthcare Foundation of New

Jersey

The Heinz Endowments

JPMorgan Chase & Company

Justin Verlander’s Wins for Warriors

The J. Warren & Lois McClure

Foundation

Lincoln Community Foundation

Lockheed Martin Corporation

The May and Stanley Smith

Charitable Trust

New York State Health Foundation

The Patterson Foundation

Rancho Santa Fe Foundation

Robert R. McCormick Foundation

Robin Hood Foundation

The Royal Foundation of the Duke and

Duchess of Cambridge and Prince Harry

San Antonio Area Foundation

Schultz Family Foundation

The Tecovas Foundation

United Way of Greater Los Angeles

VNA Foundation

Walmart Foundation

WebMD Health Foundation

Wounded Warrior Project

• Support for service members, veterans, and their families, in local communities as the country draws down from twelve years of war

THE ISSUE

• Blue Shield of California • Bristol-Myers Squibb

• Lincoln Community Foundation

• Robert R. McCormick Foundation.

The Beginning MAY 2014

• Offer specialized services for veterans

• Increase community reintegration support

• Aid the transition to civilian life

METHODS

• $276,225,000

• 6 new organizations

• Total of 33 members

MAY 2015

The Pledge

Joint Op-ed from Secretary Robert A. McDonald and CEO Vikki Spruill

“As more than 2.6 million service members transition home from conflicts in Afghanistan and Iraq and duty around the globe, it will take the country working together to put in place the services and support our veterans and their families have so honorably earned and so richly deserve.”

- Veterans Affairs Secretary Robert A. McDonald and CEO of the Council on Foundations Vikki Spruill

Philanthropy-Joining Forces Impact Pledge

Please visit http://www.cof.org/veterans

to learn more about the pledge, including a brief video about the initiative.

Announcement

Stephanie McGenceySenior Director,

Member RelationsCouncil on Foundations

Endowments and Financial Services Summit

November 5-6, 2015

New York, NY

The Purpose

The purpose of the Endowments and Financial Services Summit is to provide senior leaders in

foundations with resources, tools and skills needed to address the challenges of foundation financial

management effectively and efficiently.

Endowments and Financial Services SummitNovember 5-6, 2015 | New York, NY

Summit Working Group

Co-ChairStephanie Bell-Rose TIAA-CREF Institute

Co-ChairKenneth Jones II Annie E. Casey Foundation

David MeskoCouncil on Foundations

John JenksJames L. Irvine Foundation

Juan MartinezJohn S. & James L. Knight Foundation

Thurman White, Jr.Progress Investment

Management Co. LLC

Kristin VogenOak Park-River Forest

Community Foundation

Who Should Attend the Summit?

The IDEAL participants for this summit are:• Foundation Chief Executives Officers or Presidents

• Chief Financial Officers

• Chief Investment Officers

• Board Investment Committee Chairs and Members

• Other Senior staff on your foundation’s financial management team

• External professional consultants and financial advisors will only be permitted to participate, if they are recommended by a participating foundation.

Summit Content

Participants will learn from their peers and leading financial industry experts:

• The impact of global financial markets on foundation portfolios

• Best practices in governance and leadership

• Legal compliance

• Emerging investment strategies and the opportunities they present for foundation endowments and grantmaking

• Planning for a more diverse complement of staff, financial advisors and consultants

• Emerging investment issues and trends

Registration Information

• Please visit the Council’s website at www.cof.org/council-events to learn more.

• If you have additional questions, please contact:

Stephanie McGencey

Senior Director Member Relations

stephanie.mcgencey@cof.org

703-879-0618

National Standards Update

Lara KalwinskiDirector,

National Standards and CounselCouncil on Foundations

What’s New with National Standards

The National Standards for U.S. Community Foundations is an accreditation program that promotes operational effectiveness and integrity in community philanthropy.

What are the National Standards?

™

The National Standards for U.S. Community Foundations is an accreditation program that promotes operational effectiveness and

integrity in community philanthropy

What are the National Standards?

™

Executed with rigor and expertise, the accreditation process was initiated by the sector and remains a peer-driven effort that ensures accountability

and compliance with legal requirements.

The National Standards for U.S. Community Foundations is an accreditation program that promotes operational effectiveness and

integrity in community philanthropy

What are the National Standards?

™

Executed with rigor and expertise, the accreditation process was initiated by the sector and remains a peer-driven effort that ensures accountability

and compliance with legal requirements.

With confidence in their operations, community foundations can innovate and take risks necessary to solve complex social problems.

67% of all U.S. Community Foundations

Who Participates in National Standards?

500

meeting the definition of a public foundation with component funds

Appro

x

94% of the Largest Community Foundations by Assets and Grantmaking1/3 of Accredited CFs with $10 million in Assets or less

Check out www.cfstandards.org

Find Resources and Apply

Start Your Application

Create oneaccount for your

CF

National Standards on the Hill

National Standards in Japan

Lara Kalwinski, Esq.Director of National StandardsCounsel703-879-0672submissions@cfstandards.orgwww.cfstandards.org

Lara is a product of community foundations. She was a Lilly Endowment Community Scholar and was the Vice President of the Legacy Foundation in Indiana.

Questions & Answers