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Thursday, October 28

7:30 am Check-in Begins for CEO/Trustee Pre-Convening Session* *Open only to top executive of foundation/giving program and trustees
8:00 – 11:30 am CEO/Trustee Pre-Convening Session: Minnesota’s Economic Future: What Is Philanthropy’s Role?

(includes continental breakfast)

9:45 am Annual Convening Check-in Begins
10:00 – 11:00 am Maximizing Your Membership
11:30 am – 1:30 pm Welcome Luncheon and Opening Plenary: What’s Next for Philanthropy? Designing “Next” Practices for a New Decade
1:30 – 2:00 pm Break
2:00 – 3:30 pm Idea Sessions

3:30 – 3:45 pm Break
3:45 – 5:00 pm Idea Sessions

5:00 – 6:00 pm Reception and Networking
6:00 – 8:30 pm NEW THIS YEAR! Dinner and a Movie

Informal Dine-Arounds for Those Not Attending Movie Screening

Friday, October 29

7:30 am Check-in Begins/Continental Breakfast
8:00 – 9:15 am Morning Plenary: Leveraging Diversity and Inclusion As Assets for Innovation
9:15- 9:45 am Break
9:45 – 11:15 am Idea Sessions

11:15 – 11:30 am Break
11:30 am – 12:45 pm MCF Annual Meeting of Members and Luncheon*
12:45 – 2:15 pm Closing Plenary: Flipping the “Switch” to Create Change
2:15 pm Convening Concludes

Full Schedule

Thursday, October 28, 2010

7:30 am

Check-in Begins for CEO/Trustee Pre-Convening Session

8:00 – 11:30 am

Includes Continental Breakfast

Just a few days after the MCF 2010 Annual Convening, Minnesotans will elect a new governor. Our state’s next chief executive will face one of the largest budget shortfalls in Minnesota history. The debate will be heated: What combination of budget cuts and revenue increases will solve the current crisis and position us well for the future? Even if a slow recovery continues, what dramatic actions will be needed to adapt to “the new normal.”

Jay Kiedrowski will paint a vivid picture of the challenges and opportunities that await us during the next biennium. Acknowledging the reality of inevitable cuts in state and federal funding, he will challenge us to consider emerging ideas about public re-design, new models of collaboration and more effective coordination of services so that government and philanthropy can work in tandem to achieve our state’s priorities.

Following Kiedrowski’s presentation, we will jointly examine ideas, issues and challenges using the World Café model of peer conversation. We’ll go in-depth on questions about how government and philanthropy can work together to build a strong and vibrant Minnesota, and we’ll debate the role of philanthropy in identifying and implementing solutions.  While your participation in this discussion may spur more questions, you’re guaranteed to walk away with concrete ideas that will shape how you lead your organization and strive to fulfill you mission in the coming decade.

Speaker: Jay Kiedrowski, Senior Fellow and Co-Director for the Public and Nonprofit Leadership Center at the Humphrey Institute of Public Affairs

Discussion Moderator: Jan Malcolm, Chair of the Board Bush Foundation, President and CEO of Courage Center

Resource: Minnesota’s New Normal Presentation – PDF


9:45 am

Annual Convening Check-in Begins

10:00 – 11:00 am

Maximizing Your Membership

Do you know about all the services and resources available to you through MCF?  Learn the latest about your membership benefits and start building your network of colleagues. This session is open to all, and is particularly useful for member staff and trustees who are new to MCF.

Resource: Maximizing Your Membership Presentation, PDF


11:30 am – 1:30 pm

Welcome Luncheon and Opening Plenary: What’s Next for Philanthropy? Designing “Next” Practices for a New Decade

The landscape for philanthropy and nonprofits has undergone the kind of transformation that requires fundamental re-thinking of relationships, structure and resources.  The pace and extent of the impact has generated unprecedented social experimentation with an emphasis on effectiveness, and scale. At the same time, forces within the field—most notably, foundations’ investment in increasing their ability to create positive social change—have resulted in significant change as well.

Yet, despite increased focus and scaling of what works, the long-term, seemingly intractable issues such as employment, health care, education and housing among others continue to plague efforts towards strong communities and a good quality of life for all.

We are at the brink of taking the lessons learned about philanthropic effectiveness and impact and combining that knowledge with new tools and strategies to create exciting new opportunities to have real impact in this quickly changing world.

Opening  speaker, Gabriel Kasper, a consultant with the Monitor Institute and co-author of the reports “What’s Next for Philanthropy – Acting Bigger and Adapting Better in a Networked World” and “Intentional Innovation: How Getting More Systematic about Innovation Could Improve Philanthropy and Increase Social Impact” will share the insights gained from Monitor’s work with funders nationwide over the past decade and the lessons that are shaping the work of leading philanthropic practitioners and thinkers. Attendees will have the opportunity to engage in table discussions during the plenary on key questions related to philanthropy’s ability to act, adapt and innovate in this new ecology.

Speaker: Gabriel Kasper, Consultant, Monitor Institute

Resource: What’s Next for Philanthropy: Acting Bigger, Adapting Better in a Networked World Report


1:30 – 2:00 pm


2:00 – 3:30 pm

Broadening the Vision for the Corporate-Community Partnership: Solving Social Problems through Business Strategy

A new report by the Committee Encouraging Corporate Philanthropy (CECP) and McKinsey & Company, “Shaping the Future: Solving Social Problems through Business Strategy,” explores potential future scenarios for the relationship between business and society. The research included interviews with dozens of CEOs and thought leaders in the field of corporate social engagement and business strategy.

Margaret Coady, Director of CECP, will share report highlights and facilitate a discussion on how the corporate and social sectors can work together to realize sustainable solutions for our most pressing issues.

Idea Session Leaders: Marilyn Carlson Nelson, Chair of the Board, Carlson; Margaret Coady, Director, Committee Encouraging Corporate Philanthropy; David Etzwiler,Vice President of Community Affairs and Executive Director of the Medtronic Foundation

Resource: “Broadening the Vision for the Corporate-Community Partnership” Presentation – PDF, Shaping the Future: Solving Social Problems Through Business Strategy Report


Partnerships: Combining Forces to Improve Results

Partnership and collaboration are the buzzwords of the day – but developing and sustaining powerful group efforts that have real impact do not happen by accident. Learn about the key steps to create synergistic partnerships with other philanthropic organizations, business, government and community organizations that add up to more than the sum of their parts. Through leverage of funding and other resources, you can create real and sustainable change!

Idea Session Leaders:  Jonathan Sage-Martinson, Director, Central Corridor Funders Collaborative; Jodi Sandfort, Associate Professor, University of Minnesota Humphrey Institute; Pamela Wheelock, Vice President, Bush Foundation

Resources: Central Corridor Funders Collaborative Annual Report 2009 – PDF, Minnesota’s Bottom Line – March 18, 2009 – PDF


Mission-Related Investing: Putting Your Assets to Work for Maximum Impact

How can foundations use all of their financial assets and other resources to maximize financial returns while creating the social change? The need has never been greater for foundation leaders and trustees to leverage their financial assets to further their missions. Join leading thinkers and practitioners of mission-related investing in this interactive discussion on mission, strategy and impact. Learn how you can lead a thoughtful, productive process to link program, financial and fiduciary goals to your overall mission.

Idea Session Leaders:  Bradley G. Fisher, CEO and Chief Investment Officer, Springcreek Advisors, LLC; Christa Velasquez, Director of Social Investments, The Annie E. Casey Foundation

Resource: Mission-Related Investing Presentation – PDF


Tools to Help You Flex Your Innovation Muscles

We know philanthropy needs new strategies for the “new normal” – but how do we actually create successful alternative approaches that will have real impact in a dynamic environment? Pick up some new tools and flex your muscles by practicing exciting new ways to help your philanthropic organization develop better customer-focused solutions.

Idea Session Leader: Anna Love-Michelson, Sr. Manager and Business Solutions Design Consultant, Ameriprise Financial and Board Chair, Sheltering Arms Foundation

Resource: Tools to Help Your Flex Your Innovation Muscles Presentation – PDF, Design Thinking for Social Innovation, Free Human-Centered Design Toolkit, Method Cards


3:45 – 5:00 pm

Capitalizing on Minnesota’s Strengths for a New Prosperity: Expanding the Conversation

What do we know about what is working here in Minnesota in key indicator areas for prosperity and quality of life? Build on the discussion of issues raised during the CEO-Trustee Pre-Convening session “Minnesota’s Economic Future: What Is Philanthropy’s Role?” Through facilitated dialogue, panelists and participants will share promising, innovative philanthropic efforts in health, the environment, employment, education, and arts and culture, and explore how philanthropy can enhance its role in expanding the impact of what works.

Idea Session Leader: Gayle Ober, George Family Foundation


Creative Uses of Technology to Grow Giving

This interactive panel discussion will feature private, community and corporate grantmakers who are creatively leveraging GiveMN, the e-philanthropy platform that is revolutionizing charitable giving in Minnesota.  Almost $18 million has been donated online to over 4,000 Minnesota nonprofits, including a record-setting $14 million in one day – Give to the Max Day. Attend this session and leave with tangible actions you can take to leverage technology to further your foundation’s mission.

Idea Session Leaders: C. Scott Cooper, Director of Engagement and Communications, Bush Foundation; Aretha Green-Rupert, Program Officer, Otto Bremer Foundation; Dana Nelson, Executive Director, GiveMN; Randi Roth, Otto Bremer Foundation; Kris Taylor, Vice President of Community Relations and the Ecolab Foundation, Ecolab, Inc.

Resource: Creative Uses of Technology Presentation – PDF


Rural Development Philanthropy: Strategic Directions for Success

How can funders of all types empower rural communities to make the most of the local resources and assets to create healthy and thriving places to live and work?  In this Idea Session, you’ll hear about a framework for Rural Development Philanthropy that highlights the competencies needed for positive rural development and stories that illustrate innovative, creative solutions and approaches for achieving success.  Attendees will participate in an IdeaLab format, with small group exchanges on how foundations can best invest in sustainable rural economic development, local leadership, and strengthening resources already in the community.

Idea Session Leaders: Cathy Hartle, Senior Program Manager for Organizational Effectiveness, Initiative Foundation; Mary Karen Lynn-Klimenko, Laura Jane Musser Fund and Private Philanthropy Services; Wendy Roy, Executive Director, Grand Rapids Area Community Foundation; Nancy Straw, President, West Central Initiative

Resource: Rural Development Philanthropy Presentation – PDF


Volunteerism as a Strategy for Expanding Funder Investment

The social sector has long been dependent on engaged volunteers to provide important skills and expertise to nonprofits and build human and financial capacity for their causes.  For corporations, employee volunteerism also helps to meet business objectives. But historically, funders have under-utilized volunteers by not investing in a strong infrastructure for effective involvement.  Join in a discussion about opportunities for corporate, community and private grantmakers to strategically leverage volunteer support for impact and community change.  Come away with concrete examples of funders’ work in this area and grantmaking approaches that improve nonprofits’ ability to fully tap these unpaid human resources.

Idea Session Leaders: Shary Kempainen, Employee and Community Engagement Specialist, Travelers Foundation; Emma Mogendorff, Senior Community Relations Specialist, Thrivent Financial for Lutherans; Michael Newman, Vice President, Travelers Foundation; Sue Piva, Corporate Responsibility Manager, Cummins, Inc.

Resource: Investing in Volunteer Resource Management – PDF, Volunteer and Civic Engagement – The Leighty Foundation


5:00 – 6:00 pm

Reception and Networking

6:00 – 8:30 pm

Dinner and a Movie

Enjoy a screening of two featured films: “Colony” by Carter Gunn & Ross McDonnell, an absolutely stunning documentary about the mysterious disappearance of honey bees in the country as told through the story of a modest farm family, and “Flourtown” by local filmmaker William Slichter, a beautiful 8-minute narrative short about the death of two boys in a quarry. Also hear remarks from Alyce Myatt, Executive Director of Grantmakers in Film and Electronic Media (GFEM), about how support of film and electronic media offers opportunity for innovation and expanded impact.

Dr. Marla Spivak, Professor of Entomology at the University of Minnesota and recent winner of the MacArthur Genius Grant, will be present to speak briefly about Colony Collapse Disorder, its impact on the environment, and how her work is offering some hope.

Speaker: Alyce Myatt, Executive Director of Grantmakers in Film and Electronic Media (GFEM)

Informal Dine-Arounds for Those Not Attending “Dinner and  a Movie” Event


Friday, October 29, 2010

7:30 am

Registration Opens/Continental Breakfast

8:00 – 9:15 am

Morning Plenary: Leveraging Diversity and Inclusion As Assets for Innovation

Contrary to the clichés, a belief in inclusion will not create diversity. And diversity alone will not create innovation. Without a conscious decision to leverage diversity and inclusion as assets, organizations are left with lofty goals, well-intended investments, and empty outcomes.  But when actively leveraged, diversity and inclusion can and will create a more fulfilling and productive culture and lead to innovative solutions that maximize grantmaking outcomes.Join your peers for an engaging, interactive exploration of the most promising practices for leveraging diversity and inclusion in philanthropy. The conversation will feature local and national practice examples and candid back-and-forth with leaders who have a defined business case for advancing diversity and inclusion within their organizations and are seeing the results. Leave informed, inspired and equipped to leverage diversity and inclusion as organizational assets in your own foundation or corporate giving program.

Speaker: Tawanna A. Black, Minnesota Council on Foundations Diversity Fellow & President Innovations By Design, LLC

Guest Speaker: Vernetta Walker, J.D., Director of Consulting and Senior Governance Consultant, BoardSource

Resources: Leveraging Diversity Inclusion Presentation – PDF, Innovation Minute Over-Board Worksheet – PDF, Innovation Minute Partners in Peril Worksheet – PDF, Innovation Minute When Cultures Collide – PDF, Vital Voices White Paper, BoardSource – PDF


9:15 – 9:45 am


9:45 - 11:15 am

Bringing the Social Media Revolution to Philanthropy

Is your foundation or corporate giving program trying to understand the business case for investing in social media?  Are you afraid to jump in but afraid, at the same time, to be left behind? Considering the learning curve and staff or volunteer commitment needed, can social media really move you more quickly toward your mission?

Lee Aase, Mayo Clinic’s social media guru, will take us on a fast-paced journey through the brave new world of communications technology, demonstrating its potential to transform the field of philanthropy.  Then join your colleagues in table conversations about practical ways to use the value and power of social media to tell your own story.

Idea Session Leader: Lee Aase, Director, Mayo Clinic Center for Social Media

Resource: Social Media University Global


Building the Foundation for Greater Impact: A Philanthropy Success Story in Education

Minnesota Council on Foundation’s most recent giving data indicates that over $245M was awarded to education initiatives in 2007 by Minnesota grantmakers. Yet, we increasingly see a widening achievement gap that is leaving many students unprepared for a successful future. In 2005, the Ohio Grantmakers Forum board of trustees formed an Education Task Force to consider how philanthropy might better understand and address the issues of education reform in Ohio.  This decision lead Ohio’s philanthropies to invest time and resources to help restructure the state’s educational system through creative, systemic and sustainable reforms. Investments in policy change, coalition-building, advocacy and on-the ground work, created an environment for the true education reform. Their work culminated in 2009 with the successful passage of Ohio House Bill 1 mandating new, unprecedented education reforms and funding policies designed to benefit all Ohio students.

Join this conversation to learn, share and discuss the role that philanthropy played in Ohio, and how we can work together to make smart, strategic and forward thinking philanthropic investments that will ensure bolder education outcomes and reform in Minnesota.

Idea Session Leader: Lisa A. Gray, Foundation Consultant

Resource: A Philanthropy Success Story in Education – PDF


Public Policy Grantmaking: A Powerful Tool for Mission

Over the last several years foundations have felt increasing pressure to leverage their influence and advance their missions by engaging in public policy grantmaking and active engagement. While some foundations have supported advocacy and public policy efforts for years, others are just beginning to determine how to incorporate public policy and systems change strategies into their overall  foundation strategies.

How can private and public foundations safely and legally support the public policy and advocacy work of their grantees? How can foundations themselves engage in activities that educate the public and policymakers on important issues confronting Minnesota?

Join this discussion and discover how adding strategies  to advance good policy and systems change in our state is essential for achieving your foundation’s mission and having a positive impact in our communities.

Idea Session Leader: Terri D. Barreiro, Director of The Donald McNeely Center for Entrepreneurship; Adjunct Instructor, American Philanthropy and Social Entrepreneurship, Humphrey Institute, Univ. of MN; Board of Directors, Vice President, Cargill Foundation

Resources: Public Policy Grantmaking Presentation – PDF, Public Policy Framework – PDF


Unleashing Our Human Assets: A Fishbowl Conversation on Engaging All Generations for Change

Philanthropy is more than the sum of its financial assets. The field attracts a wide variety of people of all ages and generations with experience, knowledge, energy, passion and commitment; however, systems and structure may often stand in the way of ensuring all the potential of board and staff resources are the most effectively tapped. Through a facilitated fishbowl format, this Idea Session will provide an opportunity for attendees to hear about the challenges of ensuring effectiveness in including all the talents and experience of people, and how some foundations and corporate giving programs are finding solutions. Participants will leave with concrete ideas for consciously creating nurturing and supportive environments that allow boards, leaders and staff to do their best work!

Idea Session Leaders: Kerrie Blevins, Patrick and Aimee Butler Family Foundation; Trista Harris, Executive Director, Headwaters Foundation for Justice; Mary Pickard, Principal Advisor, Opus Philanthropy Group; Carolyn Roby, Vice President, Wells Fargo Foundation Minnesota; Jeneen Hartley Sago, Family Philanthropy Advisors and Co-Chair, EPIP

Resource: Resources for Unleashing Generational Assets, PDF


Open space to reconnect with other attendees to further share and discuss exciting concepts and strategies to bring home and implement.


11:15 – 11:30 am


11:30 am – 12:45 pm

MCF Annual Meeting of Members and Luncheon*

*Open to members only

12:45 – 2:15 pm

Closing Plenary: Flipping the “Switch” to Create Change

Oh, what a shifting world of challenge and opportunity! Throughout the convening we will have shared ideas, learned new strategies and gathered rich examples of ways to maximize our resources.  But how do we really reach our full potential when positive change is so hard?

As we enter the second decade of the 21st century, people, organizations, communities and the world desperately need to change.  And as philanthropists, we need to be at the forefront, to be innovators for the future.  So understanding the dynamics of change is critical to our progress and success.

Chip Heath, author of the bestseller Switch: How to Change Things When Change Is Hard (2010) will help us break through the obstacles to positive change by helping us understand our inner conflicts between logic and emotion.  He will share research insights that demonstrate that people are ruled by two separate systems – our rational mind and our emotional mind – that are competing for control. When these systems are in conflict, look out!  But when they are balanced, change is easier and quicker.  Heath will reveal essential strategies to achieve that balance and make change less difficult.

Heath is a Professor of Organizational Behavior in the Graduate School of Business at Stanford University.  He co-authored with his brother, Dan, two New York Times bestsellers, Switch and Made to Stick: Why Some Ideas Survive and Others Die (2007). For Made to Stick, his research examined why certain “naturally sticky” ideas survive and prosper in the social marketplace of ideas without external marketing or attention from leaders. Heath’s Stanford elective, “How to Make Ideas Stick,” has been taught to hundreds of managers, teachers, doctors, journalists, venture capitalists, product designers, and others who seek to use the principles of naturally sticky ideas to design more effective messages.

Find out how to create transformative change that matters — in your life and work.  Don’t miss this stimulating conclusion to the 2010 MCF Annual Convening!

Speaker: Chip Heath, Co-Author of Switch: How to Change Things When Change Is Hard and Professor of Organizational Behavior in the Graduate School of Business at Stanford University

Resources: Additional “Switch” Resources – Free Subscription Required


2:15 pm

Convening Concludes

Nancy Straw, President, West Central Initiative