Family Philanthropy Conference 2009 Brochure

eligibility policy The Council on Foundations invites individuals and organizations engaged in philanthropy to join us at the 2009 Family Philanthropy Conference. We welcome trustees and staff of U.S.-based and non-U.S.-based private, operating, and community foundations; public grantmaking charities; and corporate funders (foundations and/or giving programs). We also welcome community foundations, giving circles, philanthropic advisors, and individuals who have a demonstrated record of giving. Conference registration is open to all Council members and qualified non-members. If your organization is not a Council member, please read the eligibility guidelines below. After reading the guidelines, if you are still unsure about whether you are eligible to attend, please contact the Council’s membership Services Department at membership@cof.org or 703-879-0645. Council members receive a special conference rate that is significantly lower than the rate for nonmembers. If your organization applies for Council membership—and your application is approved by December 31, 2009—the Council will apply a credit to your dues payment that equals the difference between the member and non-member rates. If the credit amount is greater than the dues, the Council will credit your dues obligation for use the following year. newly established foundations The 2009 Family Philanthropy Conference is an important meeting for family foundations, and we want to hear the voices of newly established foundations. As part of our Building Strong and ethical Foundations: Doing It Right program, we’re offering 50 percent off the full non-member registration rate and membership dues rate to non-member foundations, but you must register for the conference before Friday, December 5. For specific eligibility information and more details, please contact the Council’s membership department at membership@cof.org or 703-879-0645. banks and trust companies Non-member representatives from banks, trust companies, and organizations that manage trust funds are eligible to attend if they are sponsored by an eligible foundation or corporate funder. Representatives who wish to register under the name of a bank, trust company, or managing organization must pay the non-member rate. individuals and giving circles eligibility guidelines for non-Members Individuals and giving circles are invited to attend the 2009 Family Philanthropy Conference. Please submit a letter stating the number of years that you have been making gifts to charities, your grantmaking goals with a list of specific grantees, the charitable purpose of grants made, and the amount of gifts paid out in 2007. The Council requires all non-member organizations and individuals to submit certain documents so we can verify eligibility. The guidelines below (broken down by category) explain the specific documents you need to submit. We ask that you send your information as early as possible. Please note that submitting the requested documents does not guarantee eligibility to attend the conference. Please do not make travel arrangements until the Council confirms eligibility. consultants or legal counsel If you are an eligible foundation or corporate funder and wish to register active consultants or legal counsel, you must register these individuals under your organization’s name. Please include a letter from your organization stating that the registrant is an active consultant with your foundation/corporation. Please note the Council’s no-solicitation rule, below. donor advisors Donor advisors with a community foundation or a commercial gift fund are eligible to attend. Please include a letter with your registration form that lists the name of your fund, the place where the fund is held, and the fund’s inception date. council on foundations’ no-solicitation rule students Students and recent graduates from accredited educational institutions may be eligible to attend our conferences for a special guest/ student rate. Students should complete the conference registration form and include a letter stating their area of study, anticipated graduation date, and reason for attending the conference. Students who are affiliated with an organization that is a Council member should register through the organization. This conference is not an opportunity for solicitation of any kind, including asking for business, fund management, or grants. All types of solicitation are strictly prohibited at all Council events. Individuals reported making a solicitation will be asked to leave the 2009 Family Philanthropy Conference and escorted off the conference site. WWW.CoF.org/FamilyConF 21 http://WWW.CoF.org/FamilyConF

Table of Contents Feed for the Digital Edition of Family Philanthropy Conference 2009 Brochure

Family Philanthropy Conference 2009 Brochure 2009 Family Philanthropy Conference Planning Committee Featured Events Generational Leadership Pre-Conference Activities Schedule-at-a-Glance Site Sessions Eligibility Policy General Information Registration Form Registration Instructions and Information

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