1. all about Montana’s future Orientation to Montana’s Community Foundation Sector Cathy Cooney, Program Director

2. Learning Objectives What is a Community Foundation? What does the Community Foundation sector look like in Montana? What resources are available to help your community foundation? What is a Community Foundation supposed to do?

3. Introductions Your name The name of your community foundation Your service area Why did you decide to become a CF board member/volunteer/staff member?

4. What is a Community Foundation? Philanthropic savings account Vehicle for donors to leave a legacy A leadership organization

5. Community Foundations in Montana 76 CFs in Montana, with more in development 45 “affiliated” with MCF, 10 with Central MT Foundation. Nationally, Community Foundations are the fastest growing sector of philanthropy.

6. Montana’s Community Foundations

7. Resources for Community Foundations CFs in Montana Google Group-networking, advice, information Community Foundations Council for Montana Philanthropy Northwest (philanthropynw.org) Council on Foundation (cof.org) professional development, National Standards program Montana Nonprofit Association (mtnonprofit.org)

8. Why are CFs so important? MT is a “philanthropic divide” state. Government funding is plummeting. Montana is still exporting assets. Legacy giving is a fraction of total charitable giving.

9. The Three Roles of a CF Asset Development Grantmaking & Project Funding Leadership

10. #1 Asset Development

11. Intergenerational Transfer of Wealth Biggest intergenerational transfer of wealth happening now! Our goal: Keep assets in Montana, specifically 5% for local endowments. 2011 TOW study at mtcf.org

12. Recommended Asset Development Strategies Attract gifts of income Attract gifts of assets Build relationships with Financial Advisors

13. Success Stories Sizable Bequests/Major Gifts: Beacon CF, Broadwater CF, Missoula CF, Roberts CF, Valley County CF Future Bequests/Major Gifts: Greater Polson CF, Wibaux Endowment Foundation Planned Gifts: Flathead CF, Lewis & Clark CF, Red Lodge Area CF, Seeley Lake CF, Whitefish CF

14. Share your story What type of asset development strategies does your CF use? What new activities do you want to try? What is working? What isn’t working?

15. Time to Stretch & Move!

16. #2 Grant Making and Project Support

17. Grantmaking for CFs The Biggest Questions: What is the value-added for donors to give charitable support through us?? What is the difference between individuals giving a gift to charity and a CF giving a grant to a charity?

18. Recommended Grantmaking Strategies Investigate community needs. Look at the data! Go beyond just responding to competitive grant proposals. Where are the needs, opportunities? Experiment with new approaches. Grant initiatives? Long-term projects? NP Capacity building?

19. Success Stories Data-Driven grantmaking: Park County Community Foundation Project Funding: Seeley Lake CF, CF for a Better Bigfork, Missoula Community Foundation

20. Share your story What type of grantmaking is your CF doing? What new approaches do you want to try? What is working? What isn’t working?

21. #3 Leadership

22. Examples of Leadership Nonprofit Capacity Building Fundraising Campaigns Community visioning, planning sessions Project work with multiple partners Fiscal Sponsorships

23. Success Stories Missoula CF/Seeley Lake CF-Norman McLean Trail Greater Polson CF-Envision Polson Project Red Lodge Area CF-Reviving the Red Lodge Area Economic Development Corporation, C3 nonprofit capacity building

24. Share your story 1.What type of leadership activities is your CF doing? 2.What new activities do you want to try? 3.What is working? What isn’t working?

25. What concerns, questions have we not addressed today? 1. 2. 3. 4. 5.

26. Questions? Peggy Owens, Coordinator Community Foundations Council for MT 220-2464, peggymowens@gmail.com Cathy Cooney, Program Director Montana Community Foundation 441-4954, ccooney@mtcf.org