Ignite. Elevate YOUR PASSION. YOUR IMPACT National Conference SEPTEMBER CHICAGO REGISTER TODAY. exponentphilanthropy.

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1 #EXPHIL16 Ignite YOUR PASSION. Elevate YOUR IMPACT SEPTEMBER CHICAGO REGISTER TODAY

2 Don t miss your chance to attend the country s largest gathering for foundations with few or no staff, philanthropic families, and individual donors. We can t wait to welcome you to Chicago! We re excited to learn with you, connect with friends old and new, and showcase our city s history, worldclass cultural institutions, and passionate citizens. Wherever you are on your philanthropic journey, you ll make powerful connections and return home with a new outlook on your giving. Exponent Philanthropy helped me grow from foundation program officer 10 years ago to executive director today, and, even now, I am learning every day. Exponent Philanthropy continues to be a friend, a partner, and a coach and we hope you ll join us to experience all that is our association, our vibrant membership, and our city of Chicago. Your peers are the ultimate teachers, and once the exchange of ideas takes place in a session (which it always does), you realize why you came: to share, to bond, to learn from your brothers and sisters in philanthropy. SCOTT BRAZDA, The Stuller Family Foundation Plus, this year s conference will be infused with celebrations of Exponent Philanthropy s 20th anniversary. Mark this important milestone with your presence! SHARMILA RAO THAKKAR, Host Committee Chair We thank our Sustaining Partners: 2016 Host Committee Sharmila Rao Thakkar The Siragusa Foundation Host Committee Chair Matt Blakely Motorola Solutions Foundation Betsy Brill Strategic Philanthropy, Ltd. Kassie Davis CME Group Foundation Floyd Keene The Triple EEE Foundation Regina McGraw Wieboldt Foundation Diana Spencer William G. McGowan Charitable Fund Beth Versten Harvey L. Miller Family Foundation Rob DiLeonardi The VNA Foundation Eric Weinheimer Forefront

3 Conference Highlights The 2016 will include 65 sessions on many aspects of philanthropy, from leadership to grantmaking strategies to impact. You ll also find many opportunities to connect with fellow participants and explore Chicago through the lens of its strong and innovative nonprofit community. Don t miss these highlights: DAYLONG PRECONFERENCE PROGRAMMING. Attend our signature Foundations 101 Seminar, or participate in the Coaching for Effective Philanthropy kickoff, geared toward any funder looking to develop coaching skills. PEER EXCHANGES. Engage in roundtable conversations with peers who share a common role or interest in philanthropy. HALL OF OUTSIZED IMPACT. Discuss inspired grantmaking with your colleagues as they share practices that have created outsized impact. Back by popular demand! PHILANTHROPY LESSONS. Be inspired by the wisdom of your peers when they share what they have learned throughout their philanthropic careers. These half-hour sessions complement our 9-part Philanthropy Lessons video series released this year. 20TH ANNIVERSARY CELEBRATION. Celebrate Exponent Philanthropy s 20th anniversary throughout the conference as well as during our Host Night Reception in the Chicago Cultural Center s magnificent Preston Bradley Hall. SITE VISITS & SERVICE PROJECT. Meet with leaders of nonprofits and learn about replicable, novel work, or volunteer your time and talent as we get out into the community for hands-on service projects. I ve been involved with various foundations, community and private, for well over 30 years, and have attended many conferences. The conference reinvigorated me, gave me new ideas, and connected me with old and new friends. Conference At-a-Glance SUNDAY, SEPTEMBER 25 Preconference programming 9:00 AM 4:30 PM Foundations 101 Seminar 9:00 AM 4:30 PM Coaching for Effective Philanthropy 12:30 PM 4:00 PM Chicago Walking Tours 5:00 PM 6:00 PM Connections Mixer 5:00 PM 9:00 PM Registration Open 6:00 PM 7:30 PM Chair s Reception For Donors MONDAY, SEPTEMBER 26 7:00 AM 5:00 PM Exhibit Hall Open 7:00 AM 6:00 PM Registration Open 8:00 AM 9:00 AM Morning City Stroll 8:00 AM 10:00 AM Sustaining Partner Convening 8:00 AM 10:30 AM Funder Huddle: The Campaign for Grade-Level Reading: What s Working? What s Next? 9:00 AM 9:45 AM New Member Orientation 10:00 AM 10:45 AM Newcomers Orientation 10:00 AM 11:00 AM Exhibit Hall Grand Opening 11:00 AM 12:30 PM Opening Plenary Brunch 12:30 PM 1:30 PM Hall of Outsized Impact & Dessert in Exhibit Hall 1:30 PM 2:45 PM Early Afternoon Sessions The 21st Century Foundation Office A Unique American Story: Public Policy and Private Philanthropy Beyond Transactional Grantmaking: Developing Trust With Grantees Conflict Management Strategies and Tools From Good to Great: Moving Your Family Foundation to the Next Level of Effectiveness Getting Out Into the Community: Identifying Gaps and Leverage Points for Change Impact Investing Strategies Many Ways to Give What You Should Know About Government s Crucial Role In the Social Sector 1:30 PM 4:30 PM Site Visit: Partnerships, with the Healthy Schools Campaign 2:45 PM 3:15 PM Coffee Break in the Exhibit Hall Inspirational topics presented with a philanthropy lens Sessions focused on philanthropy s fundamentals Sessions designed specifically with seasoned practitioners in mind Opportunities to celebrate Exponent Philanthropy s 20th anniversary JUDY PECKHAM, Conrad and Virginia Klee Foundation

4 3:15 PM 4:30 PM Late Afternoon Sessions The Role of Alternative Investments in Foundation Investing Unlock the Power of Questions and Deep Listening Up Close and Personal: The Art of Site Visits Youth Philanthropy: Making a Difference Peer Exchanges Community Foundations Donors Giving Internationally Next Gen Experienced Executive Directors (exclusively for executive directors with 10+ years experience) Very Small Funders 4:30 PM 6:30 PM Opening Night Reception With Exhibiting Partners 6:30 PM Dine-Arounds, including the Next Gen Convening TUESDAY, SEPTEMBER 27 7:00 AM 5:00 PM Exhibit Hall Open 7:00 AM 6:00 PM Registration Open 7:30 AM 9:00 AM Breakfast Plenary 9:00 AM 11:30 AM Learning Labs A Higher ROI: Leveraging Your Resources in the Policy Arena Be Ready! Leadership Succession Planning Collective Impact Communication Basics for Foundations Cultivating an Ecosystem for Change Elevating Small in Funder Collaboration Facilitation Skills for More Effective Philanthropy Reading, Understanding, and Using Nonprofit Financials Speaking Truth to Power 9:00 AM 12:00 PM Service Project: Workforce Development, with Cleanslate Site Visit: Community Organizing and Violence Prevention, with Enlace Chicago Site Visit: Workforce Development and Economic Security, with Inspiration Corporation 11:30 AM 12:00 PM Break in Exhibit Hall & Philanthropy Lessons 12:00 PM 1:30 PM Luncheon Plenary & Membership Meeting 1:30 PM 2:00 PM Dessert in Exhibit Hall & Philanthropy Lessons 1:30 PM 4:30 PM Service Project: Urban Agriculture, with Angelics Organic Learning Center Site Visit: Innovation with an Education Lens, with 1871 and LEAP Innovations 2:00 PM 3:15 PM Early Afternoon Sessions Balancing Perspectives: The Intersection of Funders, Nonprofits, and Government (exclusively for executive directors with 10+ years experience) Hiring, Managing, and Evaluating Investment Advisors Implicit Bias in Philanthropy Navigating Tough Conversations at the Family Table Opportunities for Economic Development in Rural Communities Stretch Your Imagination: Creative Grantmaking Done Legally Your Leadership: Your Reflective Practice 3:15 PM 3:45 PM Break in Exhibit Hall & Philanthropy Lessons 3:45 PM 5:00 PM Late Afternoon Sessions Diversity, Equity, Inclusion: Start Where You Are But Where Are You? Getting to Impact: Why Evaluation Is Key The Journey to Catalytic Philanthropy Leadership Strategies for Boards Leveraging Foundation Dollars With Program-Related Investments Taking Data-Driven Action Understanding and Controlling Investment Fees 5:00 PM 6:00 PM Twilight City Stroll 6:00 PM 8:00 PM 20th Anniversary Celebration at Chicago Cultural Center s Preston Bradley Hall WEDNESDAY, SEPTEMBER 28 7:00 AM 2:00 PM Registration Open 7:30 AM 8:45 AM Breakfast Plenary 8:45 AM 10:00 AM Early Morning Sessions Changing Markets and New Strategies for Foundation Investing Crisis Response Strategies for Funders High Risk, High Return: How to Fulfill the Promise of R&D -Style Philanthropy (exclusively for executive directors with 10+ years experience) Planning for a Ramp Up in Foundation Giving and Operations Prepping for Tax Season All Year: Tips for the Form 990-PF Small Assets, Big Impact: Ways to Leverage Your Dollars and Much More Using Technology to Streamline Procedures 10:00 AM 10:30 AM Coffee Break 10:30 AM 11:45 AM Late Morning Sessions Assessing Your Foundation s Work Five Key Elements for Greater Impact Hiring and Managing Great Staff Self-Dealing and Conflicts of Interest Supporting Nonprofit Resilience Through Capacity Building 12:00 PM 1:30 PM Closing Plenary Luncheon For more information and detailed session descriptions, visit

5 Conference Info Our Participants The 2016 is open to foundation donors, trustees, and staff; individual donors; donor advised fund holders; members of giving circles; board members and staff of philanthropic support organizations; and Exponent Philanthropy sustaining and professional partners. The conference is not an opportunity for solicitation of any kind and is not open to grantseekers. Please see www. for additional participant guidelines and our code of conduct. Our Supporters and Partners Foundation grants and corporate partnerships ensure that the is deeply substantive, rich in networking opportunities, smoothly functioning, and fun. In addition to joining us in Chicago, we hope you will support the conference financially. Please consider adding a donation to your registration fee. Thank you to the following partners for their early support of the 2016 : Registration Info Register online at Registration Fees Through June 15 After June 15 Members: $995 Members: $1095 Non-members: $1195 Non-members: $1295 Multiple registrant discount: Organizations that register four or more individuals will receive a $50 discount off their fourth and subsequent registrations. Not a member? Join now and save $100 off membership plus get the member rate for the (an additional $200 savings). Contact Na Denna Colbert, Membership Director, at nadenna@exponentphilanthropy.org to take advantage of this offer. Location and Accommodations Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue Chicago, IL (312) $269 single/double Rate available through September 2 Cancellations and Substitutions Substitutions are accepted at any time. Cancellations on or before August 9 are subject to a $75 processing fee. Cancellations between August 10 and August 31 will receive a 50% refund. Cancellations on or after September 1 are nonrefundable. Please submit all substitutions or cancellations via to info@exponentphilanthropy.org. Drexel Morgan Capital Advisers For more information on accommodations, see

6 PRECONFERENCE OPPORTUNITIES Save $100 when you register for a preconference program and the 2016! Foundations 101 SEPTEMBER 25 9:00 AM 4:30 PM Coaching for Effective Philanthropy SEPTEMBER 25 9:00 AM 4:30 PM Foundation trustees and staff: Are you new to running a foundation or looking for a refresher? This one-day seminar is a great way to get up to speed on these foundation essentials: Governance Legal issues Grantmaking Coaching helping others maximize their own potential for insight and smart decision making is a critical skill for funders. Equipped with essential coaching skills, funders are better able to help trustees, staff, and grantees gain awareness, discover new ways of thinking, and focus their energy on creating solutions. In this 3-month peer learning cohort, you will: You will learn the basics, get valuable tips, and build your network as you learn with and from foundation colleagues. Attend this seminar to find out what you need to know to do your work and what you can and should do to achieve impact. Register to ground yourself in foundation fundamentals: exponentphilanthropy.org/foundations101 Build fundamental coaching skills and discover the power of the coaching mindset, guided by a certified coach Develop your capacity to coach effectively by listening deeply, asking powerful questions, and offering observations and feedback Increase your effectiveness in building and strengthening critical relationships in your community and the field Learn to develop and support leaders at all levels and experience the satisfaction and fulfillment of bringing out the best in yourself and others Registration Fees Foundations 101 Foundations (through 6/15) Foundations (after 6/15) Member $395 $1290 $1390 Non-member $495 $1590 $1690 Not a member? Join now to get member rates. Contact Na Denna Colbert, Membership Director, at nadenna@exponentphilanthropy.org Apply today to become a more effective, intentional, and results-focused funder: exponentphilanthropy.org/coaching Registration Fees Coaching Coaching + (through 6/15) Coaching + (after 6/15) Member $850 $1745 $1845 Non-member* $1350 $2245 $2345 *includes 1-year Exponent Philanthropy membership (a $750 value)

7 2016 Ignite your passion. Elevate your impact. SEPTEMBER CHICAGO Exponent Philanthropy is the country s largest association of funders and the only one dedicated to foundations with few or no staff, philanthropic families, and individual donors. REGISTER TODAY REGISTER BY JUNE 15 TO SAVE $100! 1720 N Street NW Washington, DC exponentphilanthropy.org