Community Foundation Excellence (CFE) Fundamentals

Community Foundation Excellence (CFE) Fundamentals

Wednesday, April 22, 2020 - 8:00am to Thursday, April 23, 2020 - 5:00pm CDT
Dallas, TX
Communities Foundation of Texas
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Co-hosted with Communities Foundation of Texas and the Council on Foundations, we are pleased to present this upcoming educational program:

Community Foundation Excellence (CFE) Fundamentals

A well-trained staff and an informed board are critical to the success of community foundations in our fast-changing world. This two-day course helps new and growing community foundation staff build the essential skills they need to balance governance and management with the broader understanding of community foundations within the philanthropic sector.

Created and led by experienced leaders, this course includes:

  • Basic information on governance, resource development and donor relations;
  • Updates on key legal and legislative issues;
  • Information on grantmaking; and
  • Review of community leadership and fiduciary responsibilities.

Developed in conjunction with Indiana University's Center on Philanthropy, these courses help community foundation staff, board members and volunteers master the unique aspects of the community foundation field. You'll learn about effective practices, get helpful tools and information, and have the opportunity to network with others in the field. Comprehensive and engaging, these courses are an efficient and affordable way to increase your knowledge of the field. Please note, this course is limited to Community Foundation staff and Board members only. 

Judy Sjostedt, Executive Director, Parkersburg Area Community Foundation & Regional Affiliates
Dan Templin, Executive Director, Dekalb County Community Foundation

Course Agenda


  • Review community foundation's history, emerging goals, unique characteristics and future trends
  • Discuss governance and board responsibilities respective to their roles and goals
  • Engage in a discussion on why and how donors give to community foundations
  • Learn of various gift types, developing gift agreements and planned giving


  • Understand resource development procedures in attracting gifts
  • Listen and learn from the Council legal team to comprehend all legalities from nonprofits to donor control 
  • Ascertain key tips and tools about stewardship, accountability and fiduciary responsibilities within your community foundations
  • Discover ways to set grantmaking priorities and understand roles in community leadership

Philanthropy Southwest members will receive a special registration rate. For questions and to receive rate information, email Amy Askari.

Communities Foundation of Texas
Mabel Peters Caruth Center
Community Room
5500 Caruth Haven Lane
Dallas, Texas 75225-8146

Communities Foundation of Texas is located just minutes from downtown Dallas at the southwest corner of Caruth Haven Lane and Central Expressway. Parking can be found in spaces at the front of the building for access to the main entrance under the port cochere or by driving around to the rear of the building and entering through the courtyard entrance.

Doubletree by Hilton Hotels Dallas Campbell Centre
8250 N Central Expressway
Dallas, TX 75206

Hyatt House Dallas/Lincoln Park
8321 N Central Expressway
Dallas, TX 75225 

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