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This session will help foundation managers understand legal issues they and their grantees commonly face. Topics include: Unwitting Violations of UPMIFA, Individual Director and Officer Liability in a Sex Scandal World; Director and Officer Insurance and Common Exclusions; New Overtime Regulations; Working with Volunteers and other topics.

Join your peers in the following networking groups to learn from one another by sharing strategies, ideas, and challenges:

• Communications
• Community Foundation Executive Directors
• Development 
• Finance
• Indiana Blacks in Philanthropy (IBIP)
• Program Officers
• Young Leaders in Philanthropy

An extension of the “Introduction to Local Impact Investing” session, this workshop will help foundations and corporations understand the broad set of tools they can use to deploy impact capital, including PRIs/MRIs, loan guarantees, direct lending, integrated capital (loans and grants), and loan loss reserves. Learn how philanthropic investors are using these tools to address critical community issues and to identify specific gaps (e.g., needed infrastructure, cross-sector leadership, flexible investment capital, and effective policy).

Skills-Based Volunteering (SBV) aligns a professional’s skills and talents to the social challenge they are best positioned to address. Also known as pro bono, SBV enables companies and foundations to support nonprofits where they need it most: the critical, yet often underfunded core mission functions of strategy, model development, technology, marketing, HR, and more. SBV is also a valuable tool for social impact organizations to establish and maintain mutually beneficial relationships with corporate partners.

There is a swelling movement in the philanthropic field to move from being donor-driven to being community impact-driven. In this session, attendees will review the major entry points to impact investing. Hear about local impact investing as an extension of broader community development and how it can help root wealth in communities. Explore stories of peers taking action to invest in their communities. Consider your organization’s “readiness” to move toward local investing for impact.

As the future of work continues to evolve, more adults will face career transitions that demand the acquisition and demonstration of new skills, creating cycles of learning and earning throughout life. To enable these transitions and to better support workers, we need to create a new learning ecosystem.

Building the capacity of your grantees to engage in strong grant reporting and data practices is impossible without strengthening their overall organizational capacity. This workshop will help you identify specific grantmaking practices that will build your grantee’s capacity and fuel your own ability to learn from grant portfolios, share your learning internally and externally, and use these relationships to evolve your grantmaking strategy over time.

Learning Objectives