Ekstrom Alley Clontz & Associates

Free Multi-Point Inspection for Community Foundation Donor Work

4/17/2019

Your community foundation is in the midst of the greatest transfer of wealth in history. Much of the wealth is tied up in non-cash assets and/or in complex ownership structures. The recipients of the wealth are younger, more often female, and more diverse (ethnicity, gender identity, faith, and more) than your current donor base, your board, and your professional advisor council. Your peers and competitors haven’t just ramped up to accept the assets; they’re ramping up sophisticated services to court and retain the recipients of the wealth. State and federal charitable giving, estate planning, and taxation laws keep evolving.

It’s a rough road ahead for community foundations. Are your policies and practices tuned up for the trip? Are your vehicles and services still attractive given all the other new models out there?

EAC's new, free Multi-Point Inspection can help you diagnose the ability of your asset development, professional advisor, and philanthropic services programs to stay relevant in the coming years. You can download the PDF below, encourage each staff member to fill it out, and discuss the results as a group.

After you've completed your inspection, we invite you to email a copy to Steve to schedule a free 15-minute phone consultation with an EAC team member. We're happy to help you interpret the results and provide quick tips on tune-ups and major repairs to smooth the journey ahead.

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EAC Team on the Road and Online Q2 2019

3/25/2019

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Photo by William Bout on Unsplash

The EAC team is helping foundations develop their philanthropic strategies in the following venues next quarter:

Apr. 2 – Brian is presenting The role of philanthropy to support change: Transfer of wealth and the power of community philanthropy to transform regional futures for the Beechworth Festival of Change in Australia
Apr. 7-10 – We are a proud sponsor of the AdNet 2019 Conference in New Orleans. Tony will be attending on behalf of EAC and Bryan Clontz will be there as an exhibitor with his firm, Charitable Solutions. They’ll also be leading a short workshop and are looking forward to seeing you there!
Apr. 9 - Steve is speaking on the Council on Foundations' webinar Continued Learning: Trends in Professional Development for Community Foundations
Apr. 11-12 – Tony is facilitating parts of the Midwest Community Foundation Gathering: Impacting the Economic Health and Vitality of our Communities in Fort Wayne
May 8 – Steve is leading the Strategic Planning and Thinking webinar for the Tri-State Community Foundation Series
Jun 6-8 – Tony is leading an interactive workshop, The Glitter and Scrutiny of Donor Advised Funds and the Connection to Community Foundation Business Models, for the Community Foundations of Canada’s All In 2019 Conference

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EAC Team on the Road and Online Q1 2019

1/7/2019

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Photo by Nils Nedel on Unsplash

The EAC team is helping foundations and donors learn effective philanthropy in the following venues this quarter:

Jan. 22 – Erika is co-facilitating a Racial Equity Retreat for Confluence Philanthropy in California
Feb. 28 – Tony is facilitating the Building Blocks for Successful Family Philanthropy webinar for the National Center for Family Philanthropy
Mar. 12-14 – Tony is facilitating sessions on place-based impact investing and managing family dynamics for the 2019 Colorado Impact Days
Mar. 22-26 – Erika is speaking at the 2019 Mission Investing Institute in New York

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What Should We Stop Doing? Defining Strategy

10/16/2018

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Tools and Frameworks
Dropbox Folder of Resources
Align, Adapt, Aspire: Ten Years of Community Foundation Business Model Evolution – FSG, 2013
DIY Strategy Improvements: 10 Activities for Community Foundations – The Giving Practice, 2015
Good to Great and the Social Sectors – Jim Collins 2005
Good to Great: Greater Milwaukee Foundation, 2005
MacMillan Matrix as a decision Tree – Trina Isakson, 2014
Prioritizing Roles: Crafting Your Strategic Portfolio – Monitor Institute, 2014
Sustainability Costing Tool – Council of Michigan Foundations, Indiana Philanthropy Alliance, and Philanthropy Ohio, 2016

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Supporting Growing Community Foundations

9/20/2018

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The Chronicle of Philanthropy ran a terrific article (behind the paywall) about Svetlana Hutfles, head of the Kansas Association of Community Foundations (KACF), and about the inspiring power of rural community philanthropy. In the article, Steve Alley said about Svetlana "She's kind of a force of nature. When she sees something that needs to be done, she does it."

Ekstrom Alley Clontz is proud to help fuel the relentless energy of KACF and its National Conference for Growing Commnunity Foundations. We've been a conference sponsor, volunteered for the conference advisory board, and had team members speaking at and facilitating sessions. We've consulted for KACF, including developing the CF Express Training video series, and consulted for many of its members.

We'd be happy to share what we've learned about running effective, growing community foundations with your foundation or regional association. Don't hesitate to contact us or find team members Steve and Tony at the conference in Wichita in October.

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Linking Donor Surveys and Strategic Planning

8/22/2018

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EAC recently led the strategic planning process for the Community Foundation of Greater Memphis in advance of the foundation's 50th anniversary. Sutton Mora Hayes, its Executive VP & COO, just wrote a blog post for the Center for Effective Philanthropy describing how the foundation used the results of its 2017 Donor Perception Report in the planning process.

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Clontz interviewed in american Press

8/13/2018

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Senior Partner Bryan Clontz was interviewed by the American Press in advance of speaking for the Community Foundation of Southwest Louisiana. When asked about donor motivations, he said,

“They want to have an impact around that specific area [the nonprofit's mission], period. The motive is never taxes — ever, ever, ever. Taxes, with the efficiency and planning, helps them give more and to give more efficiently but the only reason people will give is they believe in the mission and they want to have an impact.”

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Alley interviewed in INside Philanthropy

4/12/2018

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Managing partner, Steve Alley, weighed in on controversy, leadership and "meeting donors where they are" in Inside Philanthropy's article, Why Is This Giant Community Foundation—and its Leader—So Controversial?

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NOTES from the road

3/21/2018

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Thanks to Rick Peck from the New Hampshire Charitable Foundation and Sandi Vidal from the Central Florida Foundation for joining our CFUnited 2018 session! We think your examples sparked great discussions for attendees! You can download our slide deck below.