LEARNING SERVICES CALENDAR - Michigan Foundations · Donor Advised Funds GRANTMAKING • FINANCE • LEGAL Tri-State Webinar Series: Donor Advised Funds (DAFs) are the fastest growing

L E A R N I N G S E R V I C E S C A L E N DA R

CMF’s 2018 webinars and in-person events tap into the sector’s latest knowledge, resources, and emerging practices to keep you at the cutting edge of the field. Through programming and partnerships, our learning calendar pulls in national and local voices, with topics spanning from theory to practical application, all centered around driving discussion and learning focused on issues critical to your work.

Browse the series, find your learning pathway, and register today. Let’s learn more, grow more and expand the possibilities as we move forward together.

LEARNING AT THE SPEED OF CHANGE.

2 0 1 8 PROGRAM PARTNERSHIPS AND SERIES DESCRIPTORS

CMF-Johnson Center Grantmaking SeriesCMF partners with the Dorothy A. Johnson Center for Philanthropy to offer this practitioner-led learning series that teaches the techniques of effective grantmaking to both new and seasoned foundation professionals. The sessions are highly practical and designed to be as accessible and affordable as possible.

InFocus Southeast MichiganInFocus brings CMF members together to network and learn about key issues and policies affecting metropolitan Detroit, the Southeast Michigan region, and beyond.

Midwest Corporate Giving Webinar Series These webinars are designed specifically for corporate foundations and giving programs, made possible through CMF’s partnership with Indiana Philanthropy Alliance, Philanthropy Ohio, and Forefront.

Midwest Family Foundation Webinar SeriesThis series, designed for staff and trustees with non-staffed or small-staffed family foundations, is presented through CMF’s collaboration with Indiana Philanthropy Alliance, Philanthropy Ohio and Forefront.

NCFP SeriesThe National Center for Family Philanthropy (NCFP) Series offers a monthly webinar with rotating topics focusing on family philanthropy. Complimentary webinar registrations are available as a benefit to CMF members.

FEFO SeriesCMF collaborates with the Foundations Endowments and Family Offices (FEFO) to bring you a series filled with best practices on investing, addressing the unique challenges of managing family wealth, assisting with planning for optimal family legacy, and helping to develop asset management talent in the West Michigan region.

Tri-State Webinar SeriesThe Tri-State Community Foundation Webinar Series is a program made possible through CMF’s partnership with Philanthropy Ohio and Indiana Philanthropy Alliance. The webinars are designed for (but not exclusively for) community foundations.

CMF Mentoring Program The Mentoring Program was created to ensure that a pipeline of diverse professionals receive the tools, strategies, and resources needed to assume leadership roles in philanthropy. During the program, mentees are paired with mentors who are experienced professionals in the philanthropic sector. Please note that applications for the 2018 program have closed. The applications for the 2019 cohort will be available June 2019.

ComNet MichiganComNetworkLOCAL groups are Communications Network member-led opportunities for people working in the social sector to meet colleagues interested in communications from local foundations and nonprofits, to exchange ideas and learn new skills, learn about emerging trends and innovations, form partnerships, grow professional networks, and build community. CMF is proud to partner with ComNet Michigan to bring social impact communicators events and gatherings throughout the year.If you are interested in getting connected to ComNet Michigan, please contact CMF.

Emerging Practitioners in Philanthropy Michigan (EPIP)EPIP Michigan, a chapter of EPIP National, is a statewide network of emerging leaders working in philanthropy and supporting social change. EPIP's goal is to develop and support Michigan leaders by curating knowledge and content rooted in equitable philanthropy, providing opportunities for professional and leadership development, and creating space for networking and relationship building. CMF is proud to partner with EPIP to support the next generation of philanthropic leaders.

LEARNING COMMUNITIES CMF’s Learning Communities are opportunities for members to come together to learn, explore, or test ideas around a specific topic or project. Learning communities can be short-term or long-term, depending on the needs of the members or duration of the project.

Green and Blue Network The Green and Blue Network (GBN) is an action-oriented learning community comprised of all CMF foundation member types. Members come together to learn from experts and each other about leading environmental issues and how to make more effective and intentional environmental grants, impact environmental policy, and leverage grant dollars.

Scholarship Learning CommunityThe Scholarship Learning Community provides the opportunity for CMF members who grant academic scholarships to individuals to come together to learn from experts and each other about effective strategies for granting scholarships. This learning community is open to all CMF members working in this area.

WANT TO DIVE DEEPER?

AFFINITY GROUPS CMF’s issue-driven, public policy-focused affinity groups help to lead and support the collaborative philanthropic response to Michigan’s most critical needs in key issue areas. Each affinity group has a representative on CMF’s Public Policy Committee.

Arts and Culture Affinity GroupThe CMF Arts and Culture Affinity Group (ACAG) creates a learning community in which arts funders share ideas, research and resources, as well as networking and inviting arts and culture leaders to present in unique learning opportunities. ACAG establishes regional cooperation, collaboration, and identity by convening regional arts leaders and supporters.

Michigan Grantmakers in AgingMichigan Grantmakers in Aging (MGIA) connects grantmakers throughout the state who fund programs and projects in communities for all ages. Meetings and events provide opportunities for members to network, share successes and challenges in their work, and consider innovative solutions to support the growing aging population.

The Michigan Forum for African Americans in Philanthropy The Michigan Forum for African Americans in Philanthropy (MFAAP) is dedicated to encouraging philanthropic leadership within the African American community and supporting an emerging public policy agenda. MFAAP provides opportunities designed to help members grow and learn together through professional development, networking, and educational seminars.

Michigan Grantmakers for Women and GirlsMichigan Grantmakers for Women and Girls (MGWG) provides leadership to Michigan’s philanthropic community to help understand the importance of using a gender lens to address the complexity of social issues, to be effective grantmakers, and to promote equitable opportunities.

CONNECT WITH OUR 2018 EVENTSTo find events that match your interests, look for the key words listed under each event title. These tags are designed to help you choose the events that align with your work, but please feel free to attend any/all that are of interest to you.

Are you looking for Diversity, Equity and Inclusion (DEI) learning opportunities? We see DEI most successfully embedded at an organizational level. For that reason, CMF is proud to integrate DEI learning into leadership and culture programs we offer. Search Leadership and Culture to find your fit.

The Michigan Land Use Funders The Michigan Land Use Funders (MLUF) is a network of funders of varying size, type, and scope across the state who provide support to land use-related projects that encompass a wide range of cross-cutting issues and interests, including environmental protection, land acquisition, urban revitalization, historic preservation, environmental justice and more. MLUF will conclude as an affinity group with a final program in 2018.

P-20 Education Affinity GroupP-20 Education Affinity Group convenes around pressing issues that impact Michigan’s students and educational systems. Responses range from supporting research to taking policy positions, meeting with government officials, and collaboratively funding projects to catalyze positive outcomes in education for Michigan’s communities.

The Rural Philanthropy Affinity GroupThe Rural Philanthropy Affinity Group connects grantmakers throughout the state who fund programs and projects in rural communities. Through learning experiences and rural philanthropy cohort opportunities, participants expand the range of strategies and roles that grantmakers will consider to invest in rural people, places, and economies.

The Health Funders Affinity GroupThe Health Funders Affinity Group connects members throughout the state who fund programs and projects with a health focus to engage in education, build awareness, consider related policy, and develop collaborative funding initiatives.

The Talent and Human Resources Affinity Group The Talent and Human Resources Affinity Group is designed to connect those supporting human resources development in their organization (be it HR professionals, trustees, or other staff) and those seeking to advance policy and practice in areas of equity and employment.

Please note: This calendar shows a preview of the 2018 learning programs offered by CMF. Programs are added regularly, and all programs are subject to change. Please visit michiganfoundations.org for up-to-date information on programs and learning opportunities.

Keep the conversation going through online communities.Crowdsource insights from your peers! CMF’s online communities provide an interactive forum for members to engage with their peers on topics and issues important to their work through ongoing group e-mails and online forums. CMF has more than 20 member online communities involving affinity groups, member networks, specific member types, and job roles. Members say the most important knowledge comes from their peers, so please join a community today so you can be part of the peer exchanges! Sign up today at michiganfoundations.org

Interested in joining the conversation? Contact Elizabeth Whittaker-Walker at:[email protected] or 313.566.2447 to join a group.

Ready to learn? Register for events at michiganfoundations.orgConnect with us:

@michfoundations

J A N U A R Y 2 0 1 8

Lansing, Michigan

JANUARY 1 2 T H

Mentoring Program January MeetingCULTURE • LEADERSHIP • NEXT GEN

Mentoring Program: Mentoring Program participants customized programming. Applications for the 2019 cohort open in June 2018.

Location: TBD

JANUARY 1 6 T H

National Day Of Racial HealingThe Truth, Racial Healing and Transformation (TRHT) enterprise, led by W.K. Kellogg Foundation, is supporting events across Michigan and the U.S. for the National Day of Racial Healing. Communities across the country will participate in activities, events, and actions to heal the wounds created by racial, ethnic, and religious bias and build an equitable and just society so that all children can thrive. Visit CMF online to connect with events near you.

Statewide

JANUARY 1 7 T H

Public Policy Need-to-Knows For Donor Advised Funds

GRANTMAKING • FINANCE • LEGAL

Tri-State Webinar Series: Donor Advised Funds (DAFs) are the fastest growing giving vehicle in the country and help fuel the work of our community foundations. Policy changes for DAFs can mean important changes to a community foundation's operations. Join us for this webinar as we share what you need to know to align with changing policies.

1:00–3:00 pmWebinar | $35 Members | $50 Nonmembers

JANUARY 1 8 T H

CSR as a Tool For Supporting Workforce Development

GRANTMAKING • ORGANIZATIONAL EFFECTIVENESS

Midwest Corporate Giving Webinar Series: A description of this event will be made available soon. Please check CMF's website for updates!


JANUARY 1 9 T H

Advocacy vs. Lobbying 101: Where's The Line? ADVOCACY • GOVERNANCE • LEGAL

All foundations can advocate by educating lawmakers on issues of importance to philanthropy, but there's still uncertainty regarding the nuances and details that distinguish advocacy from lobbying. Join CMF members who are actively engaged in this work to learn what your foundation can do, what those activities may look like and how your colleagues have developed frameworks to guide their advocacy engagement.


F E B R U A R Y 2 0 1 8

Grand Haven, Michigan

F E B R U A R Y 2 0 1 8

FEBRUARY 6 T H

P-20 Education Affinity Group ConveningADVOCACY • COLLABORATION • LEADERSHIP

Join your fellow P-20 Education Affinity Group members as we discuss pressing issues impacting Michigan’s students and educational systems.

Time: TBDLocation: TBD | $35 Members

FEBRUARY 8 T H

Intent vs. Impact: Determining Donor Intent

GOVERNANCE • GRANTMAKING • ORGANIZATIONAL EFFECTIVENESS • LEGAL

Midwest Family Philanthropy Webinar Series: How can we best preserve a donor's intended legacy when we don't always have explicit guidance from that donor? Family members, foundation staff, and professional advisors try to preserve the donor's intent, but it can prove difficult and open to a wide variance of interpretation. In this webinar, hear from a foundation that's working through this challenge, taking broad guidelines and putting them into action.


FEBRUARY 1 4 T H

Bring them Back! Reverse Scholarship Model In Practice

COLLABORATION • EMERGING PRACTICES • GRANTMAKING

Tri-State Webinar Series: How can you attract and retain the best and brightest in your community? Join us as we examine how philanthropy is leveraging the reverse scholarship model to combat the “brain drain.” Learn about work that's underway, early successes we are seeing, and how you can model this work in your own community.


FEBRUARY 1 5 T H

Health Funders Affinity Group Convening

ADVOCACY • COLLABORATION • LEADERSHIP

Join your health funder peers for the opportunity to connect around issues important to your work. There will be dedicated time for learning, collaboration, and networking.


FEBRUARY 2 0 T H

Beyond the Basics: A Closer Look at the Fundamentals of Financial AnalysisCOLLABORATION • FINANCE • GRANTMAKING

CMF-Johnson Center Grantmaking Series: So, you know the basics of conducting a financial review—but now what? Join us as we roll up our sleeves and take a closer look at financial statements, program budgets, 990s, and techniques to strengthen your financial analysis ninja skills.


FEBRUARY 2 1 S T

Michigan Forum for African Americans in Philanthropy Affinity Group Convening: Philanthropy's Role in Combating Hate

ADVOCACY • COLLABORATION • CULTURE • LEADERSHIP

You're invited to join your fellow Michigan Forum for African Americans in Philanthropy (MFAAP) affinity group members for a critical dialogue about philanthropy's role in combating hate.


FEBRUARY 2 3 R D

Line 5 as a Case Study: How Do Foundations Deal with Controversial Issues?

GRANTMAKING • ADVOCACY • COLLABORATION

Green and Blue Network: Join the Green and Blue Network (GBN) for a conversation about the Enbridge Line 5 pipelines including updates on the current status and examining how foundations work with controversial issues such as this, including leveraging advocacy work. In addition, learn about Michigan’s energy infrastructure and policy and prospects for investing in more renewable energy.

10:00 am–2:00 pmLansing, MI | $40 Members | $80 Nonmembers

FEBRUARY 2 7 T H

Mentoring Program Online Convening

CULTURE • LEADERSHIP • NEXT GEN


Time: TBDWebinar

M A R C H 2 0 1 8

MARCH 1 S T

Rural Philanthropy Affinity Group ConveningGRANTMAKING • ADVOCACY • COLLABORATION • LEADERSHIP

Across Michigan, foundations continue the important work of supporting rural communities. Join your rural grantmaking peers for a day of learning, networking, and discussion on how to utilize all of a community's assets to maximize rural community support.

9:30 am–3:00 pmFremont, MI | $35 Members

MARCH 7 T H

Lifting Voices: Increasing Civic Engagement through Community ConveningADVOCACY • COLLABORATION • EMERGING PRACTICES • LEADERSHIP

Tri-State Webinar Series: One of the most important roles community foundations play is that of community convening —lifting up voices of all those in their communities. Join this webinar to hear from foundations who have used this role to improve civic engagement in their communities.


MARCH 8 T H

Michigan Grantmakers for Women and Girls Affinity Group ConveningADVOCACY • COLLABORATION • LEADERSHIP • GRANTMAKING • CULTURE

Join the Michigan Grantmakers for Women and Girls Affinity Group on International Women's Day for a conversation about how foundations can invest in women and women's issues. Connect with your peers in Michigan who are passionate about achieving equality and supporting women and girls.

11:30 am–2:00 pmDetroit, MI | $35 Members

Petoskey, Michigan

MARCH 1 2 T H–1 4 T H

Foundations on the Hill (FOTH)ADVOCACY • COLLABORATION

FOTH is presented by the United Philanthropy Forum, of which CMF is a member, the Council on Foundations and the Alliance for Charitable Reform.

Meeting with elected leaders is critical to advancing advocacy work to maximize the efforts of philanthropy. FOTH, brings together foundation leaders from across the country to establish these quality relationships. Join the Michigan foundation delegation to meet with our representatives in Washington, D.C. about issues of importance to Michigan philanthropy and your foundation.

March 12th, Noon–March 14th, 3:30 pmWashington, D.C.

MARCH 15T H

Michigan Land Use Funders Affinity Group ConveningADVOCACY • COLLABORATION • LEADERSHIP

Join the Michigan Land Use Funders for a one-day convening at the Frauenthal Center in Muskegon. This special gathering will bring together grantees, public sector funding partners, and field experts to learn about key issues in the field and opportunities for collaboration in a function and format similar to earlier convenings.

Time: TBDFrauenthal Center, Muskegon, MI | $35 Members

MARCH 20T H – 2 1 S T

Community Foundation CEO RetreatCOLLABORATION • EMERGING PRACTICES • LEADERSHIP •

ORGANIZATIONAL EFFECTIVENESS

Join your fellow community foundation CEO colleagues for this interactive retreat where the agenda is built by you and your peers. This event will provide an opportunity for participants to share challenges and best practices, network, and learn together.

Time: TBDBoyne Falls, MI | $100 Members

MARCH 28T H

Talent and Human Resources Affinity Group ConveningADVOCACY • COLLABORATION • CULTURE • LEADERSHIP •


Meet with your fellow philanthropic talent and human resources peers for networking and group learning and sharing. Discover new innovations, tools, and lessons available to help you advance your people practices and create a vibrant and expansive organizational culture. Leave with plenty of practical ideas and strategies to take back to your foundation.

10:00 am–1:00 pmThe Kresge Foundation, Troy, MI | $35 Members

A P R I L 2 0 1 8

Port Austin, Michigan

MONTH OF APRILArts and Culture Affinity Group ConveningADVOCACY • CULTURE • GRANTMAKING • LEADERSHIP

Join the Arts and Culture Affinity Group for their spring convening. Event details and date coming soon!

Location: TBD | $35 Members

APRIL 1 0 T H

Michigan Grantmakers in Aging Affinity Group ConveningADVOCACY • CULTURE • GRANTMAKING • LEADERSHIP

Supporting our aging community can be viewed as an investment, rather than an expense. Join the Michigan Grantmakers in Aging (MGIA) Affinity Group for their spring gathering for an engaging conversation about the shift occurring in the aging community, and how funders are responding with innovative solutions to meet the growing need.

Time: TBDLansing, MI | $35 Members

APRIL 1 1 T H

Childrens' Savings AccountsEMERGING PRACTICES • GRANTMAKING • LEADERSHIP

Tri-State Webinar Series: As community foundations work to provide pathways to higher education through scholarships and programs, we're taking a look at a very promising initiative that foundations are using to grow savings for students and start the college conversation at an early age. In this webinar, you'll hear from community foundations who are leading this work with children's savings accounts in their communities.


APRIL 1 2 T H

Health Disparities in MichiganADVOCACY • COLLABORATION • GRANTMAKING

InFocus SEM: Your zip code shouldn't dictate your life expectancy. Funders continue to focus in on health disparities in communities, but what is the data telling us? In this special program, we will take a deep dive into the results from the Michigan Health Equity Data Project, examine current trends, and discuss how this can be applied to effective grantmaking.

11:30 am–1:30 pmDetroit, MI

There is no cost for CMF members to attend, but registration is required. Thank you to the Blue Cross Blue Shield of Michigan Foundation for their sponsorship of this program.

APRIL 1 3 T H

Mentoring Program April MeetingCULTURE • LEADERSHIP • NEXT GEN


Time: TBDLocation: TBD

APRIL 1 8 T H

Equitable Evaluation Practices in Philanthropy

CULTURE • EMERGING PRACTICE • GRANTMAKING

CMF-Johnson Center Grantmaking Series: Evaluation plays a crucial role in grantmaking and philanthropy—but do your evaluation practices reflect and promote equity? Designed for grantmakers and philanthropic professionals, this one-day workshop will explore key issues, insights, and principles for bringing an equity lens to your evaluation processes.

9:30 am–3:00 pmLansing, MI | $95 Members | $190 Nonmembers

APRIL 1 9 T H

Healthy Businesses Fueling Healthy CommunitiesCOLLABORATION • ORGANIZATIONAL EFFECTIVENESS

Midwest Corporate Giving Webinar Series: A description of this event will be made available soon. Please check CMF's website for updates!


APRIL 2 3 R D – 2 4 T H

Unlocking Your Listening Power: Transformational Workshop for Family FoundationsCOMMUNICATION • COLLABORATION • CULTURE • LEADERSHIP

How can we bridge the divide with others to develop deeper relationships, resolve conflict, and find fresh ideas and insights that fuel success? Research shows good listening is a critical skill that can help us do just that, but we may not be fully leveraging our listening power. Join your family foundation colleagues for an interactive workshop with leading relationship expert Dr. Ted Klontz, for insights, discussion, and numerous hands-on exercises for participants to unlock their listening power.

April 23rd, 9:00 am–April 24th, 4:00 pmMidland, MI | Price: TBD

M AY 2 0 1 8

Grand Rapids, Michigan

MAY 1 S T

Mentoring Program Online ConveningADVOCACY • LEADERSHIP • NEXT GEN


Time: TBDWebinar

MAY 9 T H

Work Locally, Think RegionallyADVOCACY • LEADERSHIP

Tri-State Webinar Series: As we work to increase our impact in the communities we serve, we must think beyond our own backyard as foundations are considering how their communities are connected with and interdependent on their region. Join this webinar to hear from community foundations that have used their grantmaking and leadership muscle to take a regional approach to their work.


MAY 1 0 T H

Community Foundation Senior Leader RetreatCOLLABORATION • EMERGING PRACTICE • LEADERSHIP • ORGANIZATION EFFECTIVENESS

In this new program offering, community foundation vice-presidents, COOs and others who identify as senior leadership at their foundations will have the opportunity to learn and network. During this interactive day designed by a committee of your colleagues, you will explore topics most important to you.

9:30 am–3:00 pmLocation: TBD | $35 Members

MAY 1 1 T H

FEFO Spring Seminar: Building Best Asset Allocation ModelsFINANCE • GOVERNANCE • ORGANIZATIONAL EFFECTIVENESS

FEFO Series: The FEFO series brings best practices on investing, delves into the unique challenges of managing family wealth, assists with planning for optimal family legacy, and helps to develop asset management talent in the region. Join us as we take a close look at building best-practice asset allocation models. FEFO seminars are open to all CMF members.

Time: TBDSeidman Center, 1st Floor, Grand Rapids, MI | $50 Members

MAY 1 5 T H

Webinar: Ten Essential Responsibilities of Foundation Board ChairsGOVERNANCE • LEADERSHIP • ORGANIZATIONAL EFFECTIVENESS

The landscape is changing. What does it take to be a high performing organization? Join Board Source and CMF to learn more about our new publication, 10 Essential Responsibilities of Foundation Board Chairs.

Time: TBDWebinar | $35 Members | $50 Nonmembers

MAY 1 7 T H

Community Foundation Finance CourseFINANCE • LEGAL • ORGANIZATIONAL EFFECTIVENESS

Designed especially for community foundation finance staff, join your fellow finance minds in an under-the-hood look at essentials in finance for community foundations. This one-day program will be combined with follow-up webinars to offer ongoing education and resources for staff involved with the financial operations of their foundation.

9:00 am–4:00 pmFort Wayne, IN

There is no cost for community foundation members to attend, but registration is required and space is limited.

MAY 1 7 T H

Cultivating Next Gen LeadersCULTURE • GOVERNANCE • LEADERSHIP • NEXT GEN •


Midwest Family Foundation Webinar Series: It is a common challenge for family foundations —how do you engage the next generation to ensure the smooth transition in leadership when the time comes? Join this webinar to hear from the experts on national trends, data, and research on this topic as well as from your peers who have successfully engaged next generation leaders.


MAY 2 4 T H

Community Foundation Upper Peninsula Regional Meeting for All-Staff COMMUNICATION • COLLABORATION • FINANCE • GOVERNANCE •

GRANTMMAKING • LEADERSHIP • LEGAL • ORGANIZATIONAL EFFECTIVENESS

Join your UP peers for a special regional meeting with programming provided by CMF. During this program, participants will have the opportunity to learn from each other, work collaboratively on UP-wide issues, and access expert guidance.

9:30 am–3:00 pmMarquette, MI | $35 Members

J U N E 2 0 1 8

Munising, Michigan

JUNE 1 S T

Mentoring Program Capstone Project Presentation and GraduationCULTURE • LEADERSHIP • NEXT GEN

Mentoring Program: Mentoring Program participants customized programming. Applications for the 2019 cohort open this month!

JUNE 6T H – 7 T H Philanthropy 101ADVOCACY • EMERGING PRACTICES • FINANCE• GOVERNANCE •

GRANTMAKING • LEADERSHIP • LEGAL

CMF-Johnson Center Grantmaking Series: If you're new to philanthropy, this course is for you! From the big picture view to ground level perspectives, this interactive course provides an overview of philanthropy, foundation governance, grantmaking, and emerging practices; offers lively discussion about the current big issues in philanthropy; and explores the various roles within philanthropy. Leave equipped with all the knowledge you need to hit the ground running in your new role.

June 6th, 9:30 am–June 7th, 3:00 pmLansing, MI | $495 Members | $695 Nonmembers

JUNE 12T H

Community Foundation Communications and Development Retreat COMMUNICATION • EMERGING PRACTICES • LEADERSHIP

Join your peers for a great opportunity to learn and share. At this combined retreat, communication and development staff will have the opportunity to discuss the topics most important to them. Participants will build the agenda, so be sure to bring your pressing questions and examples of bright spots in your work for group discussions.


JUNE 13T H

Building Your Board BenchCULTURE • GOVERNANCE • LEADERSHIP • ORGANIZATIONAL EFFECTIVENESS

Tri-State Webinar Series: A community foundation's board can be its greatest asset, but ensuring you have a solid succession plan is integral to maintaining the board's strength. In this webinar, learn what your peers are doing to recruit and maintain high-functioning boards.


JUNE 14T H

Community Foundation Program Officer RetreatCOLLABORATION • EMERGING PRACTICES •

LEADERSHIP • ORGANIZATIONAL EFFECTIVENESS

During this program, community foundation program officers will have the opportunity to connect, share, and grow together. Topics will be determined by participants in advance of the program. Save the date and dive into the grantmaking issues most important to you.


JUNE 22N D – 24T H

2018 Youth Grantmakers Summer Leadership ConferenceLEADERSHIP • NEXT GEN • YOUTH GRANTMAKERS

Calling all YACs! Save the date for our annual Youth Grantmakers Summer Leadership Conference. Don't miss out on this opportunity to connect your youth grantmakers with hundreds of their peers from across the state!

Central Michigan University, Mt. Pleasant, MI $125 Members | $175 Nonmembers

JUNE 27T H

Developing Impact Investment Policies and Strategies to Further Your MissionEMERGING PRACTICES • FINANCE• GOVERNANCE • LEADERSHIP • LEGAL

When it comes to making impact investments, there's an art to knowing if, when, and how to act. Join Jennifer Oertel, CMF's impact investing expert-in-residence, to discuss development of policies and strategies to align with your foundation’s culture and mission. Sample policies, impact investment strategies, and related templates will be provided.

10:00–11:30 amWebinar | $35 Members | $70 Nonmembers

Detroit, Michigan

JULY 2 6 T H

How CSR Can Promote Equity, Economic Security, and Livable WagesCULTURE • COLLABORATION • LEADERSHIP • ORGANIZATIONAL EFFECTIVENESS

Midwest Corporate Giving Webinar Series: Program descriptor for this event will be made available soon. Please check CMF's website for updates!


JULY 3 1 S T

Funder Collaboratives: The Potholes, Potentials, and PossibilitiesCULTURE • COLLABORATION • EMERGING PRACTICES • GRANTMAKING •

LEADERSHIP • ORGANIZATIONAL EFFECTIVENESS

CMF-Johnson Center Grantmaking Series: Is collaborative funding right for you? Funder collaboratives can leverage skills and networks and can amplify the impact of your grantmaking, but they can also face many bumps in the road. Join this webinar to learn about the ingredients of a successful funder collaborative, explore examples of collaborative successes and challenges, and get practical advice as you consider joining, developing or managing a funding collaborative.


J U LY 2 0 1 8

Midland, Michigan

AUGUST 1 S T

Community College Foundations ConveningCOLLABORATION • GOVERNANCE • LEADERSHIP • ORGANIZATIONAL EFFECTIVENESS

During this program, community college foundation peers will have the opportunity to connect, share, and grow together. Topics will be determined by participants in advance of the program. Save the date for this time to discuss issues most important to you.

Time: TBDLocation TBD | $35 Members

AUGUST 8 T H

Bringing your Community Foundation Story to Life

COMMUNICATION

Tri-State Webinar Series: Effective storytelling can warm hearts, shift minds, and inspire action—but crafting your story can be a daunting task! In this webinar, hear from community foundations who have gone beyond basic communications to transform their messaging through storytelling. Participants from foundations of all shapes and sizes will leave with new tools and strategies to take back to their own foundation.


AUGUST 9 T H

Collaborating to Make Big Funding Priorities Real

COLLABORATION • EMERGING PRACTICES • GRANTMAKING

Midwest Family Philanthropy Webinar Series: How can you collaborate to make a bigger impact on the priorities that matter most to your foundation? Hear examples from your peers to learn more about how they have collaborated with others to produce better outcomes for the communities they serve.


AUGUST 1 5 T H

Scholarship Learning Community Meeting

ADVOCACY • GRANTMAKING • ORGANIZATIONAL EFFECTIVENESS

It is time to once again gather with your scholarship peers to network, learn, and grow together. As in past years, the program will be built by attendees, so bring your questions for the group!


A U G U S T 2 0 1 8

S E P T E M B E R 2 0 1 8

Paradise, Michigan

SEPTEMBER 1 2 T H

Staff: From Succession Planning to Transition and Onboarding ADVOCACY • GRANTMAKING • CULTURE

Tri-State Webinar Series: The proactive management of your succession planning can ensure seamless transitions across all levels of change. Join this webinar to learn how you can implement effective management practices to plan for successful succession, transition, and onboarding of new staff at all levels of your organization.


SEPTEMBER 1 3 T H

Community Foundation Finance RetreatFINANCE • LEGAL • ORGANIZATIONAL EFFECTIVENESS

Connect with your community foundation finance peers for a day of learning and networking around all things finance. As a group, we will devote time to the finance issues most relevant to your work, so make sure to bring your questions for the group.

9:30 am–3:00 pmNorthern Michigan | $35 Members

SEPTEMBER 1 8 T H

Ethics in Grantmaking: Dimensions, Dilemmas, and Decision-Making CULTURE• EMERGING PRACTICE • GOVERNANCE • GRANTMAKING • LEADERSHIP

CMF-Johnson Center Grantmaking Series: Most foundations have codes of ethics, and most grantmakers strive to behave ethically—but what exactly does that mean? In this webinar, we will examine ethical dilemmas and how to navigate them as we explore tools and techniques for ethical reasoning and decision-making in grantmaking.


SEPTEMBER 2 0 T H

You've Got Questions, We've Got Answers: Our Most Requested Administrative Tools, Policies and TemplatesCOLLABORATION • GOVERNANCE • LEADERSHIP • LEGAL •


Navigating your policies around conflicts of interest? Looking for ways to ensure peak operations? Seeking sample documents and templates for key organizational policies? Explore the administrative questions that matter most to you in a customized approach led by CMF's team of experts. 1:00–2:30 pmWebinar | $35 Members | $70 Nonmembers

OCTOBER 1 7 T H

So You Want to Engage Next Gen? Lessons in Engagement, Straight From the SourceCOMMUNICATIONS • CULTURE • EMERGING PRACTICE • NEXT GEN •


Tri-State Webinar Series: Next-Gen engagement is a priority topic on the table, so what can community foundations do to truly engage the next generation as successful donors, board members, and staff members? In this webinar, participants will hear the results of the Indiana Philanthropy Alliance's Listening Tour and leave with some best practices and great ideas around effective Next-Gen engagement.

1:00–3:o0 pmWebinar | $35 Members | $50 Nonmembers

Belle Isle, Michigan

O C T O B E R 2 0 1 8

Mark your calendar! CMF's 46th Annual Conference is heading to downtown Grand Rapids.

Amway Grand Plaza HotelOctober 7th–9th, 2018

CMF'S 46TH ANNUAL CONFERENCE

N O V E M B E R 2 0 1 8

Ann Arbor, Michigan

NOVEMBER 6 T H

Michigan TRHT In-Person Learning Community Convening Part IADVOCACY • COMMUNICATION • COLLABORATION • CULTURE •

EMERGING PRACTICES • LEADERSHIP

Part 1 of the Michigan TRHT Learning Community Convening will be open to those taking part in the TRHT Learning Community, composed of designated representatives from Battle Creek, Flint, Kalamazoo, and Lansing. The TRHT Learning Community is a vehicle for learning, sharing, and strengthening the work between communities involved. This model provides maximum opportunities for individual, organizational, and network capacity building and initiative progress. Note: this event is by invitation only.

MorningLocation: TBD

NOVEMBER 6 T H

Michigan TRHT In-Person Convening Part II: Assessing Policy Through an Equity LensADVOCACY • COLLABORATION • CULTURE • EMERGING PRACTICES • GRANTMAKING • LEADERSHIP • ORGANIZATIONAL EFFECTIVENESS

All CMF members are invited to the second half of this day-long convening focused on engaging diverse stakeholders to ensure equity in public policy. Learn strategies and tools for engaging stakeholders across lines of difference and assessing policy from an equity lens. Whether you engage directly or support the work of nonprofit partners, this gathering will be important to grow your practice.

AfternoonLocation: TBD

NOVEMBER 8 T H

Creating an Effective Communications StrategyCOLLABORATION • EMERGING PRACTICES • GRANTMAKING •


Midwest Corporate Giving Webinar Series: Communication is a key element to ensure that the full value of the corporate philanthropy work you do is recognized. Join us for this webinar, hosted by CMF in partnership with the Association of Corporate Citizenship Professionals (AACP), to explore the ins and outs of communication, how to craft effective messaging and share the great corporate philanthropy work that you do through various channels.


NOVEMBER 1 4 T H

Diversity, Equity, and Inclusion Groundinga Community Foundation's PracticeADVOCACY • CULTURE • GRANTMAKING • LEADERSHIP

Tri-State Webinar Series: Diversity, equity, and inclusion work is a powerful and important role for community foundations as they strive to lift up the voices of their communities. Join this webinar to learn about innovative work being done by community foundations in Ohio, and ways your community foundation can leverage this work.


NOVEMBER 28 T H

Assessing Policy from an Equity LensCULTURE • ADVOCACY • COLLABORATION • CULTURE • GRANTMAKING •

LEADERSHIP • LEGAL • ORGANIZATIONAL EFFECTIVENESS

InFocus SEM: Engaging diverse stakeholders is critical to ensuring equity in public policy. Learn strategies and tools for engaging stakeholders across lines of difference and assessing policy from an equity lens. Whether you engage directly or support the work of nonprofit partners, this gathering will be important to grow your practice.

11:30 am–2:00 pmMetro Detroit | $40 Members | $80 Nonmembers

D E C E M B E R 2 0 1 8

Mackinaw, Michigan

DECEMBER 4 T H

Beyond the Basics: Simplified Grant Applications CULTURE • EMERGING PRACTICES • GRANTMAKING •


CMF-Johnson Center Grantmaking Series: Grant applications provide a powerful source of information for making optimal funding decisions and driving organizational learning. But grant application requirements and processes can be unnecessarily cumbersome and impose burdens on grant-seekers that stymie intended impact. Join us for this webinar to learn principles and techniques for simplifying your application process, and explore examples that adhere to best practices.


DECEMBER 1 3 T H

Balancing Personal and Family PhilanthropyCULTURE • EMERGING PRACTICES • GRANTMAKING • GOVERNANCE • LEADERSHIP •

NEXT GEN • ORGANIZATIONAL EFFECTIVENESS

Midwest Family Foundation Webinar Series: As individuals serving on family foundation boards are more engaged in personal philanthropic causes and next-generation leaders take on new roles with their family’s foundation, a new challenge has emerged: How do trustees balance their personal and philanthropic causes with that of the family foundation they serve? Join this webinar to learn some best practices and take part in the discussion!


VISION

To achieve vibrant communities with great opportunity for all.

MISSIONTo grow the impact of Michigan philanthropy.

WHAT WE DOThe first stop for Michigan philanthropists, CMF connects members to what they need to grow their impact.

HOW WE DO ITWe advocate.We counsel.We provide thought leadership.We connect.

MICHIGANFOUNDATIONS.ORG

Documents

LEARNING SERVICES CALENDAR - Michigan Foundations · Donor Advised Funds GRANTMAKING • FINANCE • LEGAL Tri-State Webinar Series: Donor Advised Funds (DAFs) are the fastest growing