2020 Appalachian Community Philanthropy Retreat – Agenda


Please note, Philanthropy WV has moved the 2020 Appalachian Community Philanthropy Retreat to a virtual convening.  We are looking forward to providing informative content in a safe and socially distant manner.  Check out the amazing agenda below!

Monday, August 24th

No Sessions

Tuesday, August 25th

  • 9:00 AM – Opening Remarks Hear from Philanthropy WV’s President and CEO, Paul Daugherty, as we kick off the first-ever Virtual Appalachian Community Philanthropy Retreat 
  • 9:10 AM – Opening Keynote
    Compliance Considerations in Unprecedented Times with Suzanne Friday, Executive Director of National Standards and Vice President, Legal with the Council on Foundations
    We are living in unprecedented times, but that doesn’t mean that we get a pass on compliance.  Join us as we welcome Suzanne Friday, Esq. from the Council on Foundations as she not only explains the CARES Act as it applies to your organization but also dives into some of the most popular recent compliance questions and gives an update on National Standards.
  • 10:40 AM – Coffee Break
  • 10:45 AM – Discuss and Download Session 1 
    Engaging Diverse Donors & Leaders featuring George Montgomery, Member the African American Philanthropy in Action Giving CircleBrett White, Executive Director of the United Way of Marion and Taylor Counties, and discussing Women’s Giving Circles, Susie Nelson, Executive Director of the Community Foundation for the Ohio Valley, and Laurie Abildso, Vice President of Your Community Foundation of North Central West Virginia, Inc.

  • 11:45 AM – Lunch
    Grab your lunch and head back to your computer for a special presentation at 11:55 by Monica Miller as she provides an overview of “Transforming Rural”, a report on how community foundations have grown and changed over the past 20 years.
  • 12:25 PM – Welcome Back 
  • 12:30 PM – Discuss and Download Session 2 
    Navigating Economic & Pandemic  Challenges with Fundraising & Donor Relations featuring Dawn Brown, President & CEO of the Community Foundation of Grant County, IndianaErin Hurst, Executive Director of the United Way of Greenbrier Valley, and Patty Showers Ryan, President of Your Community Foundation of North Central WV
  • 1:30 PM – Coffee Break
  • 1:35 PM – Discuss and Download Session 3
    Piloting through Crisis with Grantmaking & Community Response featuring Debbie Stanton, Program Officer with the Community Foundation for the Ohio Valley, Stacy DeCicco, Executive Director of the United Way of the MOV, and Megan Simpson, Program Officer with The Greater Kanawha Valley Foundation
  • 2:35 PM – Closing Announcements
  • 2:50 PM – Adjournment

Wednesday, August 26th

No Sessions

Thursday, August 27th

  • 9:00 AM –Virtual Topic Huddles
    Small group discussions – if you have a topic you would like to discuss or to sign up for a topic please email hilaria@philanthropywv.org! Topics could include: Flexibility of grantmaking during COVID-19, Transfer of Wealth, National Standards, Neighborhood Investment Program, Investment Management, Scholarships, Supportive Practices/strategies during the crisis, Strategic Plan Implementation, Best Practices for identifying high net-worth donors.  Each topic will move forward once more  2 or more attendees have signed up for the huddle.
  • 9:35 AM – Coffee Break
  • 9:40 AM – Discuss and Download Session 4
    Applying Unrestricted Fund Development lessons learned featuring Tamara Mullins, Executive Director of Nicholas County Community Foundation, Julie PoseyDevelopment & Communications Officer of the Parkersburg Area Community Foundation and Affiliates, and Michael Whalton, Executive Director of the Eastern West Virginia Community Foundation.
  • 10:40 AM – Coffee Break
  • 10:45 AM – Discuss and Download Session 5
    Operations & Cost Savings featuring Rosemary Dorsa, Vice President of Indiana Philanthropy Alliance, Rebecca Williams, Chief Financial Officer of the Beckley Area Foundation, and Judy Sjostedt, Executive Director of the Parkersburg Area Community Foundation & Affiliates
    Learn from multiple leaders on ways you can streamline practices and have good accountability in place for working during difficult economic times.
  • 11:45 AM – Lunch
  • 12:25 PM – Welcome back from lunch!
  • 12:30 PM – Closing Keynote
    Community Leadership: Tales from the Frontlines 
    with Rosemary Dorsa, Vice President of Indiana Philanthropy Alliance
    In 2018, Lilly Endowment Inc. gave 92 community foundations in Indiana the opportunity to invest in their community leadership capacity, expand their engagement on their communities, and implement ideas for collaborative community improvement.  This session will explore how this work has changed board culture, grantmaking, donor conversations, community relationships, operations, and more, often in unintended ways.
  • 1:30 PM – Call to Action
  • 1:45 PM – Adjournment

Friday, August 28th

No Sessions