KACF Events


KACF Statewide training: Goldmines and Landmines of Asset Development 

Tuesday, July 12, 2011 10:00 – 3:30

Location: Wichita Marriott 9100 Corporate Hills Drive · Wichita, Kansas 67207 KACF has negotiated a special rate of $99 plus tax at the Marriott hotel. Reservations and payments can be made by calling the hotel directly at 316-651-0333 and providing a code for reservations: KCFKCFA or by following the link: http://www.marriott.com/hotels/travel/ictwe?groupCode=kcfkcfa&app=resvlink&fromDate=7/11/11&toDate=7/13/11  

Robust asset development in a community foundation is a complex art form.  KACF is pleased to have recruited two long time leading lights in community foundation development, Jenny Kloer and Doris Heiser, to share their wisdom on asset development from an insiders’ perspective. These entertaining ladies will bring you proven strategies and creative examples on a variety of less traditional asset development topics.  You’ll gain practical knowledge about what works and what doesn’t – knowledge that you can use back home.

Jenny Kloer, as a member of the Lilly Endowment program GIFT technical assistance team, has worked with the 95 community foundations and affiliate funds in Indiana for more than seventeen years – fifteen of these as director.

Doris Heiser served in several capacities, including Director of Development and Donor Services, at the Greater Milwaukee Foundation for over 26 years, retiring in June 2011.  Doris led all Foundation efforts in donor services and resource development for the great majority of that time.

AGENDA:

10:00 – 10:15     Introductions & Expectations

10:15 – 11:15    Sustainable Asset Development- Avoiding the Landmines While Mining the Gold: Maintaining momentum of successful endowment building requires deliberate planning including using your grantmaking and community involvement as a development tool.  It also means avoiding the mistakes that can derail your success.  

In this session you will learn:

  • Which gifts to avoid and questions to ask
  • When to say no to a donor
  • Which policies need to be in place before accepting some gifts
  • Ways to increase board member participation in endowment building
  • When a grant can be a powerful development tool
  • How grantees and donors can participate in endowment building
  • How to use your community activities to enhance endowment building

11:15-11:30     Break

11:30-12:15     Sustainable Asset Development-Avoiding the Landmines While Mining the Gold continued.

12:15 – 1:00     Lunch

1:00 – 1:45     The Role of Deferred Giving in Sustainable Asset Development:  Usually the largest gifts a community foundation will receive are deferred gifts, sometimes referred to as planned gifts.  These can be the easiest type of gift to secure if you understand who is a likely donor, who should talk with that potential donor and what type of giving vehicle will meet the donor’s needs.

In this session you will learn:

  • Ways to encourage bequests
  • How a donor can use her retirement plan to benefit the foundation
  • Benefits of charitable trusts and gift annuities
  • Ways to engage donors and their advisors
  • Methods to keep donors connected to the foundation
  • How to avoid the potential landmines when marketing and accepting deferred gifts

1:45-2:15     Sustainability – Are We There Yet?  Sustainability means expenses don’t exceed income; an obvious truth, yet one many foundations find challenging.  This session will offer a few practical tips on ways to raise operating dollars and cut costs.

      In this session you will learn:

  • A way to do a quick and easy cost analysis
  • How other foundations have cut operating expenses
  • A few ideas for raising money for operations

2:15-2:30     Break

2:30-3:30     If You Don’t Tell the Story there is No Gold:  This interactive session will give you an opportunity to craft your own foundation’s stories.  You will leave armed with a story to tell with confidence because you know how to avoid the landmines while getting the gold.

              In this session you will:

  • Learn the components of a good story
  • Why a good story is important to endowment building
  • Leave with you own story