May Monthly Lunch Education Program – “Inside the Development Profession: The Columbus Foundation Survey Says…” and “Inside The Columbus Foundation: Donor Advised Funds”

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Tuesday, May 5, 2015
 

 “Inside the Development Profession:  The Columbus Foundation Survey Says…”
and
“Inside The Columbus Foundation:  Donor Advised Funds” 
 
AGENDA
10:45-11:00  Registration for Pre-Lunch Session
11:00-11:45 Pre-Lunch Program – Open to AFP Members only
11:30-Noon Registration for Lunch Session
Noon-1:15 PM Lunch Program
 
 

 

11:00 – 11:45AM

Optional Pre-Lunch Program, open to AFP Members only

 

Inside The Columbus Foundation:  Donor Advised Funds  

 

Colleen Mitchell, Senior Vice President Donor Services and Development, The Columbus Foundation

Steven Moore, Associate Director for Donor Services and Development, The Columbus Foundation

 

 

Over the past decade, donor advised funds offered by community foundations and commercial gift funds have become popular philanthropic tools for donors.  To this point, recent growth of Columbus Foundation’s assets is in large part a result of donors opening advised funds.  And, it is predicted that Fidelity Charitable, the donor advised fund vehicle for the brokerage firm, will soon become the nation’s largest nonprofit.  In this pre-session, participants will learn how donor advised funds operate and engage in a conversation to explore strategies for engaging donors with these funds.

.75 CE credits 

 

Noon – 1:15PM  Lunch Program open to Members and Guests

 

 

Inside the Development Profession:  The Survey Says…

 

Lisa Courtice, Executive Vice President, The Columbus Foundation

Dan Sharpe, Community Research and Grants Management Officer, The Columbus Foundation

 

 

In this session, Columbus Foundation staff will present the findings from its recent survey of local development professionals.  Learn what local professionals are saying about resources that are needed to lead a successful development effort, position tenure, salaries, challenges, skill proficiencies, and professional credentials and memberships. 

 

In response to these findings, The Columbus Foundation will announce program opportunities to build the capacity of the development field.   Attendees will be encouraged to share their ideas to further strengthen the profession.

.75 CE credits

 
 
 
Location
The Columbus Foundation
1234 East Broad Street; Davis Hall
  
Cost
$20 for AFP Members
$40 Guests
Buffet lunch provided
  
RSVP Deadline is Thursday, April 30 or until the event is sold out
To RSVP you must register and purchase your tickets online in advance.
 
Seating is limited – registration will close when the room is full
 
No late RSVPs and no walk-ins.
 
When you register online you will receive two emails – a Confirmation and a Receipt.
Please bring your confirmation with you to the event to check in.
 
 
AFP Cancellation and Refund Policy:
Cancellations received in writing by the RSVP deadline are eligible for a full refund.
Cancellations received after the deadline will not be eligible for refunds as we will have already made a commitment to purchase your meal.
You may, however, send a substitute guest.