Iowa Community Philanthropy Academy Friday April 22, 2005

Hotel at Gateway Center, Ames, Iowa

Creating Effective Community Philanthropy Networks

Academy General Session Presentations:

• Purpose and Challenge, The Honorable Senator Tom Harkin, U.S. Senator, Iowa
• Iowa Council of Foundations Legislative Update, Johnny Danos, Greater Des Moines community Foundation
• Endow Iowa & Philanthropy Status Report, Sandy Ehrig, Iowa Department of Economic

Workshop 1: Roles and Responsibilities for New Affiliate & Community Foundation Boards

• Richard Koontz, Iowa Nonprofit Resource Center, University of Iowa
• Jane Goeken, Northwest Iowa Extension Community & Economic Development

Workshop 2: Assessing Countywide needs & Setting Strategic Development Priorities

• Kathleen Larson, IUS Extension Community Development Data Information Analysis Laboratory
• Tom Quinn, Southeast Iowa Extension Community & Economic Development
• Sample Countywide Foundation Goal Setting Workshop Agenda (Supplemental Handout Material made available since Academy)

Workshop 3: Marketing Strategies, Web Tools, & Templates for Enhancing Philanthropy

• Angie Dethlefs-Trettin, Community Foundation of Waterloo, Cedar Falls, & Northeast Iowa
• Kate Carinder, Maquoketa Community Foundation & Northeast Iowa Extension Media Specialist

Workshop 4: Critical Local Philanthropy Information for Attorneys, Financial Planners, & Donors

• Ed Power, Attorney & Greater Des Moines Community Foundation Trustee
• Tim Anderson, Garner Attorney; Iowa Bar Probate Section

Luncheon Success Stories & Application Consultations

Workshop 5: Organizing a Grant-Making Process with Best Practices

• Carolynn Sween, Community Foundation of Waterloo, Cedar Falls, & Northeast Iowa
• Tana Odean, Great River Bend Community Foundation of Davenport

Workshop 6: Rural Strategies for Communication and Contact with Local & and External Donors

• Nancy Van Milligen, Community Foundation of Greater Dubuque
• Linda Shearer, Corning School District Alumni Director

Workshop 7: Understanding the Principles for Building Endowments and Endowment Management

• Darryl Ahnemann, Ahnemann Associations
• Dan Baldwin, Greater Cedar Rapids Community Foundation
  • Building an Investment Policy for Endowed Assets
  • Frequently Asked Questions About Investment Management

Workshop 8: Hometown Competitiveness: Creating Collaboration Among Local Foundations, Nonprofits, & Local Governments

• Craig Hertel, CVC Philanthropy Coordinator & Greene County Extension Education Director
• Rand Fisher & Mark Snell, Iowa Area Development Group & Iowa Community Affiliate Network

General Session: County Affiliate Leader Panel Perspectives