This webinar is designed with Community Foundations in mind as the primary audience, though any funder may register.
Description
Is your community foundation facing a flood of community project and leadership initiative ideas and struggling to determine which ones are the best fit for your organization and resources?
This webinar will equip you with insights and tools to assess the opportunities for alignment with your mission, business model, connections, and more, and then build business and assessment plans to continue monitoring that alignment. You'll learn to identify and focus on the projects with the greatest potential for positive change in your community and explore real-world case studies of organizations successfully using an Opportunity Filter to determine when to say "yes" -- and when saying "no" will help save valuable time and resources.
Participants will:
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Discover the step-by-step process that can be used to guide discussions about community projects with board members, staff, or even community members
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Learn strategies for how the opportunity filter can be used at different points in your process
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Identify the work that can be done in advance to help your team use the Opportunity Filter more effectively
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Learn how to draft business plans for your projects or initiatives to align expectations about your evolving roles.
Guest Speaker: Tony Macklin
Tony is a Chartered Advisor in Philanthropy® and independent philanthropic advisor. He helps families, grantmakers, and their advisors and associations with issues of purpose, resources and vehicles for social impact, strategy, assessment, and governance and family dynamics. As executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing, grantmaking, trustee education, and operations for a multi-generation family. In twelve years at the Central Indiana Community Foundation, he led grantmaking and community change initiatives, advised generous entrepreneurs and families on philanthropic tools and strategy, attracted $39 million in assets and co-investments, and co-founded a social enterprise. Now based in Pittsburgh, Tony is a Senior Consultant with Ekstrom Alley Clontz & Associates, Senior Consultant with the National Center for Family Philanthropy, and Senior Advisor to the Impact Finance Center. Learn more about Tony here.
What is the "Midwest Webinar Series"?
The Midwest Webinar Series is a program made possible through a partnership between the Council of Michigan Foundations, Indiana Philanthropy Alliance, Philanthropy Missouri, and Philanthropy Ohio.
The webinars connect funders across the four states and are typically designed for community foundations, corporate foundations and giving programs, and/or family foundations. Occasionally, a program will be relevant to all foundation types -- and all foundation types may register for any program. Participation is free for Member organizations; Non-Members may register for events for a fee of $50 by emailing info@philmo.org.
