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Calendar
Agency Partner Summit – Coachella Valley



Sept.12, 2018 | 9am - 2pm


Regional Access Project Foundation | Conference Center Room
41-550 Eclectic Street
Palm Desert, CA 92260

Agency Fundholders are invited toTCF’s Inaugural “Agency Partner Summit,” to be held on September 12 for Coachella Valley Agencies.

We are offering a number of presentations that will cover topics on marketing and social media; the value of charitable gift annuities, the new tax law and its impact on nonprofits and charitable giving; and grant opportunities at the Foundation.

We suggest each Agency invite three people to attend: Your Executive Director, President or Chair, Board Member, and the development or program lead.

To RSVP, please contact Angelica Nicolas at 951.241.7777 or anicolas@thecommunityfoundation.net

9:00 a.m.Registration

9:30Overview of The Community Foundation (TCF)
R. Michelle Decker, President& CEO
Paula Kennedy, Regional Charitable Giving Officer, Coachella Valley

9:45Marketing and Social Media
Charee L. Gillins, Marketing Communications Director
The Community Foundation

10:45Impact of the 2017 Tax Cuts and Jobs Act on Donors & Nonprofits: Things You Should Know
Carol Bradford, JD, Senior Counsel & Charitable Advisor
California Community Foundation

11:30Lunch

12:00p.m.Charitable Gift Annuities: A Value Proposition for Your Agency & Donors
Jim Normandin, Principal Consultant
Normandin & Associates

1:00 Grant Opportunities at TCF
Celia Cudiamat, Senior Vice President, Grants & Community Impact
The Community Foundation

1:45Wrap Up

2:00Adjourn




Agency Partner Summit – Riverside & San Bernardino


Sept. 13, 2018 | 9am - 2pm



Riverside Art Museum
3425 Mission Inn Avenue
Riverside, CA 92501

Agency Fundholders are invited toTCF’s Inaugural “Agency Partner Summit,” to be held on September 13 for Riverside and San Bernardino Agencies.

We are offering a number of presentations that will cover topics on marketing and social media; the value of charitable gift annuities, the new tax law and its impact on nonprofits and charitable giving; and grant opportunities at the Foundation.

We suggest each Agency invite three people to attend: Your Executive Director, President or Chair, Board Member, and the development or program lead.

To RSVP, please contact Angelica Nicolas at 951.241.7777 or anicolas@thecommunityfoundation.net.

AGENDA

9:00 a.m.Registration

9:30Overview of The Community Foundation (TCF)
R. Michelle Decker, President & CEO
Jose Marquez, Acting Vice President of Charitable Giving

9:45Tips for Telling Your Nonprofit’s Story
Charee L. Gillins, Marketing & Communications Director
The Community Foundation

10:45Charitable Gift Annuities: A Value Proposition for Your Agency & Donors
Jim Normandin, Principal Consultant
Normandin & Associates

11:30Lunch

12:00 p.m.Impact of the 2017 Tax Cuts and Jobs Act on Donors & Nonprofits: Things You Should Know
Carol Bradford, JD, Senior Counsel & Charitable Advisor
California Community Foundation

1:00Grant Opportunities at TCF
Celia Cudiamat, Senior Vice President, Grants & Community Impact
The Community Foundation

1:45Wrap Up

2:00Adjourn




 

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