Private, Family & Community Foundatation Giving Track

Track Deans: Kerry A. Bartlett, CFRE, MBA &
Lenora A. Ritchie, APR, CFRE

Times/Days Monday, June 21 Tuesday, June 22
7:30 - 8:45
Breakfast Meeting
Breakfast Roundtables
9:00 - 10:15 Effectively Engaging with Foundations - A Panel Discussion

David Biemesderfer
President & CEO
Florida Philanthropic Network (moderator)

Suzette Wexner, Palm Healthcare Foundation

Eric Kelly, Allegany Franciscan Ministries

Lisa Peterfreund, Merrill G. & Emita E. Hastings Foundation
 Adapting to Economic Challenges: New Models for Engaging Foundations

Robin Ganzert, Ph.D.
Pew Charitable Trusts
Washington, DC
10:45 - 12:00 Foundation Funding Research

JuWon Choi
VP for Educational Services
The Foundation Center
 Moves Management and Family Foundations: How to Look Smart and Act Professionally

James Mueller
James Mueller & Associates
Delary Beach, FL
12:00 - 1:30
Luncheon Presentation
1:30 - 2:45 After the Grant: A Guide for What Grantmakers Want

JuWon Choi
VP for Educational Services
The Foundation Center
 Partnering With Foundations for Transformational Philanthropy: Successful Case Studies

Dawn Montecalvo
Naples Children and Education Foundation
Naples, FL

Lenora Ritchie, APR, CFRE
The McCabe Foundation
Vero Beach, FL
3:15 - 4:30 Implementing a Philanthropic Portfolio

Carol G. Kroch, J.D.
Managing Director, Charitable Trusts and Head of Wealth and Financial Planning Wilmington Trust
Wilmington, DE

 Applying Donor Stewardship Practices to Foundations

Kerry Bartlett, MBA, CFRE
The Indian River Community Foundation
Vero Beach, FL

Presentation Target Audiences
BASIC
  
ADVANCED
  
INTERMEDIATE
  
ALL AUDIENCES