2012 AC Final Program

64th Annual Conference of Southwest Foundations
November 1 - 3, 2012
The Broadmoor
Colorado Springs, Colorado
Final Program
CSF thanks the following members for their generous support of this conference.
The Rees-Jones Foundation
El Pomar Foundation
Frederick H. Leonhardt (FHL) Foundation
Anonymous
The M.R. and Evelyn Hudson Foundation
The Trull Foundation
William E. Scott Foundation
Foundation Source Charitable Foundation, Inc.
The Miles Foundation
Baird Foundation
The Priddy Foundation
Casey Family Programs
The Hardesty Family Foundation
Kirkpatrick Family Fund
Kirkpatrick Foundation
The Catholic Foundation
The M.S. Doss Foundation
Velma Lee & John Harvey Robinson Charitable Foundation
Carl B. & Florence E. King Foundation
Waco Foundation
Evelyn McLaughlin Davies Foundation
Flinn Foundation
Boettcher Foundation
Conference of Southwest Foundations
2012 Program Planning Committee
Don Snider, The Flinn Foundation
Chair, 2012 Program Planning Committee
Carol Mizoguchi, Casey Family Programs
Eusebio Diaz, Baptist Health Foundation of San Antonio
Vice-chair, 2012 Program Planning Committee
Michelle Monse, Ex-officio
Carl B. & Florence E. King Foundation
Ashley Allison, Waco Foundation
Peter Moore, The Moody Foundation
Matt Carpenter, El Pomar Foundation
Toni Moreno, Houston Endowment Inc.
Lucille DiDomenico, Conference of Southwest Foundations
Allison Salas, The Mike & Mary Terry Family Foundation
Joanne Kelley, Colorado Association of Funders
Ed Schaffler, The Catholic Foundation
Tom McGuire, Kronkosky Charitable Foundation
Dawn Noel Townsend, Conference of Southwest Foundations
Will Merrick, The Merrick Foundation
Sherrye Willis, The Esping Family Foundation
Officers
Board of Directors
President
Michelle D. Monse, Carl B. & Florence E. King Foundation
Ashley Allison, Waco Foundation
Linda J. Blessing, Flinn Foundation
Matthew Carpenter, El Pomar Foundation
Tom Early, San Angelo Health Foundation
Paul W. Harris, Hoblitzelle Foundation
Alana Hughes, Charles and Lynn Schustermann Foundation
Linda K. May, The Simmons Foundation
Timothy W. Schultz, Boettcher Foundation
J. Craig Willis, Donald W. Reynolds Foundation
Vice President
John E. Brown, Windgate Charitable Foundation
Secretary
Amy M. Meadows, The Belo Foundation
Treasurer
Coleith Molstad, Roy F. and Joann Cole Mitte Foundation
Staff
Lucille DiDomenico, Executive Director
Dawn Noel Townsend, Associate Director
Amy J. Ramirez, Project Coordinator
Adrienne Cox Trammell, Database Administrator and Office Manager
- page 2 -
Welcome to Colorado Springs
Dear Colleague:
We are delighted to welcome you to Colorado Springs for the 64th Annual Conference of Southwest Foundations.
It promises to be an event that will engage grantmakers of all ages, levels of experience and funding interests.
Our luncheon plenary speakers will look to the future in different ways. Dr. James Johnson, Jr., of the University of
North Carolina will provide a provocative—even humorous—analysis of demographic trends. And Suzi Sosa of the
RGK Center for Philanthropy and Community will help us understand social innovation and its long-term potential
for solving social problems.
During the past few years, the Annual Conference Program Committee and CSF staff have added features to
respond to members’ interests and enhance the conference experience. These features, such as documentaries on
issues of broad concern across the Southwest, have quickly become member favorites. This year, CSF is offering
clips from yet another Participant Media production, a film on hunger. Offered as a pre-conference session
onThursday, it will also include a panel discussion among professionals in the field who deal with the challenges this
social problem presents every day.
Next Generation philanthropists will have plenty of opportunities to gather, including a Wednesday afternoon
scavenger hunt that concludes at the site of the opening reception, Penrose House, home of the El Pomar
Foundation.
CSF is continuing to maximize the opportunities presented by the beautiful natural settings of our conference
locations. Friday site visit offerings this year include a trip to the Cheyenne Mountain Zoo, a hike through Red
Rock Canyon and a visit to the U. S. Olympic Training Center. The site visit options were so well received, in fact,
that our hosts graciously agreed to expand the capacity for each.
CSF would like to thank all of our members who have generously supported this conference, especially the El Pomar
Foundation for the warm opening welcome at Penrose House. We are deeply grateful.
Michelle D. Monse
President, Carl B. & Florence E. King Foundation
and Board President, CSF
Don Snider
Chief Financial Officer, Flinn Foundation and
Chair, 2012 Annual Conference Program Committee
- page 3 -
Schedule At a Glance
Wednesday, October 31, 2012
9:30 a.m. - 3:30 p.m.
4:00 p.m. - 6:00 p.m.
4:00 p.m. - 6:00 p.m.
6:00 p.m. - 8:00 p.m. Committee Meetings - Penrose House (see page 5)
Board Meeting - Penrose House
Next Gen Philanthropists Event
Welcome Reception - Penrose House
The following will be held at The Broadmoor’s Colorado Hall and International Hall North, unless otherwise noted.
Thursday, November 1, 2012
7:30 a.m. - 9:00 p.m.
Conference Registration
8:30 a.m. - 11:00 a.m.
Pre-conference Seminar: Hunger in America (Broadmoor Theater, Main Building)
10:30 a.m. - 11:30 a.m.
Newcomer Orientation and Reception
12:00 p.m.
Opening Luncheon Plenary, Dr. James H. Johnson, Jr., Director, Urban Investment Strategies Center, Frank Hawkins Kenan Institute of Private Enterprise; William R. Kenan, Jr. Distinguished Professor of Strategy and Entrepreneurship, University of North Carolina Chapel Hill
1:45 p.m. - 3:25 p.m.
Breakout Sessions
3:30 p.m. - 4:15 p.m.
“In and Out” Sessions I- 45-minute focused sessions on varied topics to inform and encourage connection and conversation.
4:30 p.m. - 5:15 p.m.
“In and Out” Sessions II
4:30 p.m. - 6:00 p.m.
Behavioral Health Network Meeting - Lakeside Lobby
6:30 p.m. - 8:30 p.m.
Reception - Cheyenne Lodge (transportation provided from The Broadmoor South)
Friday, November 2, 2012
7:00 a.m. - 7:00 p.m.
Conference Registration
7:00 a.m. - 7:50 a.m.
Continental Breakfast and Table Talk
8:00 a.m. - 9:40 a.m.
Breakout Sessions
9:45 a.m. - 11:25 a.m.
Breakout Sessions
11:45 a.m. - 1:30 p.m.
CSF Annual Meeting and Founders’ Spirit Award Presentation
Luncheon Plenary, Suzi Sosa, Executive Director, Dell Social Innovation Challenge, and Associate Director, RGK Center for Philanthropy and Community, LBJ School of Public Affairs, The University of Texas at Austin, Austin, Texas
1:45 p.m. - 5:30 p.m. Breakout Sessions, Site Visits, CSF Policy Institute
5:30 p.m. - 6:30 p.m.
CEO Reception - Lakeside Lobby
Dinner on your own or with friends!
Saturday, November 3, 2012
8:00 a.m. - 9:30 a.m.
8:30 a.m. - 9:30 a.m.
9:30 a.m. - 11:10 a.m.
9:30 a.m. - 11:10 a.m.
11:15 a.m.
11:30 a.m. - 1:30 p.m.
Continental Breakfast
Abundance—Book Synopsis with Randy Mayeux
Behind the Scenes on Capitol Hill with Andrew Schulz
The Human Side of Immigration Policy
Conference Adjourns
2012 & 2013 Annual Conference Program Committees Luncheon and Debrief Session
- page 4 -
Pre-conference Activities
Wednesday, October 31, 2012
All committee meetings and the CSF Board Meeting will be
held at El Pomar Foundation’s Penrose House.
Committee Meetings
9:30 a.m.
Program Committee
11:30 a.m. (lunch will be provided)
Audit & Finance Committee Communications Committee
3rd Floor Boardroom
Cripple Creek Room
Broadmoor Room
Membership Committee
Trustees Room
1:30 p.m.
Legislative Network Committee
Penrose Room
Educational Programs Committee
3rd Floor Boardroom
4:00 p.m. - 6:00 p.m.
CSF Board Meeting
2nd Floor Boardroom
4:00 p.m. - 6:00 p.m.
Next Gen Philanthropists Scavenger Hunt
(Participants meet in the lobby of International Hall)
Pre-registration is required.
Get to know other Next Gen Philanthropists in this fun,
action-packed scavenger hunt around The Broadmoor! Prizes
will be awarded for the winners. The scavenger hunt will
conclude at the site of the evening reception, Penrose House.
Thursday, November 1, 2012
7:30 a.m. - 9:00 p.m.
Conference Registration Open
Please wear your name badge at all events.
Colorado Hall
8:30 a.m. - 11:00 a.m.
Pre-conference Seminar: Documentary and panel
discussion on hunger in America
Pre-registration is required. Broadmoor Theater
Session designers: Eusebio Diaz, Tom McGuire, Allison Salas,
Sherrye Willis
This session will feature clips from A Place at the Table,
the latest documentary by Participant Media (Waiting
for“Superman,” Last Call at the Oasis and An Inconvenient
Truth) focusing on hunger in America and will include a
panel discussion among experts who are providing services to
America’s poor.
Speakers: Brian Burton, President/CEO, ThreeSquare, Las Vegas,
Nevada; Eric Cooper, President/CEO, San Antonio Food Bank,
San Antonio, Texas; Robert Wilson, Senior Pastor, Plateau Valley
Assembly, Collbran, Colorado; Moderator: Eusebio Diaz, Baptist
Health Foundation of San Antonio, San Antonio, Texas
Annual Conference Bookstore
CSF’s on-site bookstore in Colorado Hall will feature
publications by annual conference speakers and books on
topics related to philanthropy. Bookstore hours of operation
will be:
Thursday and Friday 8:00 a.m. to 5:00 p.m.
Saturday 8:00 a.m. to 12 noon
Shipping options are available. Please speak to the
bookstore representative to learn more.
6:00 p.m. - 8:00 p.m.
Welcome Reception
Penrose House
(1661 Mesa Avenue)
El Pomar Foundation’s Penrose House is located only 1/2 mile
from the conference hotel. Shuttle service will be available from
The Broadmoor.
CSF would like to thank our host, El Pomar Foundation, for
their generous hospitality.
- page 5 -
Don’t Forget!
Friday, November 2, 2012
5:30 p.m. - 6:30 p.m.
CEO Reception
Lakeside Lobby
Thursday, November 1, 2012
10:30 a.m. - 11:30 a.m.
Newcomer Orientation and Reception
Colorado Hall F
12:00 p.m. - 1:30 p.m.
Opening Luncheon Plenary
International Hall North
Dr. James Johnson, Jr. of the University
of North Carolina at Chapel Hill will
discuss “disruptive demographics,” the
graying and browning of America, and
how they intersect in critical ways. At
the same time he will debunk common
assumptions drawn from demographics
revealed in the 2010 census with more
than a small bit of humor.
1:45 p.m. - 3:25 p.m.
Breakout Sessions
Diamonds in the Rough:
Investing in Adolescent Peer Leaders
Colorado Hall A
Session designers: Lucille DiDomenico, Will Merrick, Peter Moore
Engaging diverse adolescents in peer leadership can have a
positive influence on a wide array of teen prevention and
health promotion programs. Issues such as bullying and
school violence, substance abuse, and self-harm respond well
to the influence of peer leaders when used appropriately and
with adult support. Training peer leaders can also increase
school involvement and build skills that promote positive life
outcomes in youth at high risk for school failure and longterm problems. Research results from Sources of Strength,
a school-based peer leader health promotion and suicide
prevention program, will be reviewed. The session will
demonstrate the ways in which philanthropic investments
in peer-leader programs can serve the interests of diverse
community stakeholders.
Session Objectives
• Explore evidence-based prevention programs involving
youth peer leaders
• Identify specific domains that peer leaders can influence
• Assess strategies that employ peer leaders effectively
• Review Sources of Strength peer leader and school-wide
culture research
Speakers: Peter A. Wyman, Ph.D., Professor of Psychiatry,
University of Rochester School of Medicine and Dentistry,
Rochester, New York
Beyond Bricks & Mortar:
Using Data to Drive Results in Arts and Culture
Colorado Hall B
Session designers: Tom McGuire, Amy Meadows, Don Snider
The arts have been buffeted by bad news – funding declines,
fewer patrons, aging audiences. Although funders have
made significant investments in bricks and mortar in the
arts community, many of the beneficiary organizations
are struggling to remain financially viable. At the same
time, funders want evidence that their dollars have had a
meaningful impact. This session will profile the current arts
climate and propose strategies for data collection as a means
of building evidence-based cases for support.
Session Objectives
• Highlight trends in arts consumption
• Describe impact of consumer behavior
• Assess operational and fiscal sustainability of arts
organizations
• Propose relevant data collection strategies
Speakers: Diane R. Karp, Ph.D., Executive Director, Santa Fe
Art Institute, Santa Fe, New Mexico; Rick Lester, CEO, Target
Resource Group Arts; Flo Gardner, Senior Associate, Business
Development, Cultural Data Project, The Pew Charitable
Trusts, Philadelphia, Pennsylvania; Dr. Zannie Voss, Moderator,
Professor & Chair, Arts Management and Arts Entrepreneurship,
Meadows School of the Arts & Cox School of Business, Southern
Methodist University, Dallas, Texas
Keeping the “Gold” in the Golden Years
Colorado Hall D
Session designers: Meghna Goswami, Tom McGuire,
Toni Moreno, Ed Schaffler
By 2030, 1 in 5 Americans will be 65 or older. With a growing
elder population and limited access to family members who
can provide support, there is an expanding need for innovative
strategies that address issues of care giving for the elderly. This
session explores two models that have demonstrated their ability
to improve the quality of life and foster independent living
among seniors. It also profiles a foundation that has significantly
advanced services for older adults.
Session Objectives:
• Gain knowledge on long-term care issues faced by an
aging population
• Identify the needs of family and other caregivers
• Explore innovative strategies to address long-term care needs
• Learn how foundations can actively engage in the area of
aging
- page 6 -
Thursday, November 1, 2012
Speakers: Jane Bavineau, Leadership Counsel, Care for Elders
and Vice President, Sheltering Arms Senior Services Division,
Neighborhood Centers Inc., Houston, Texas; Carol A. Kratz,
Program Director, Virginia G. Piper Charitable Trust, Phoenix,
Arizona; and Earl Shelp, Ph.D., Co-founder and President,
Interfaith Care Partners, Houston, Texas
What You Need to Know About the IRS:
A Practitioner’s Perspective
Session designers: Don Snider and Mary Jane Rynd
Colorado Hall E
CPE CLE In 2011, the Exempt Organizations
division of the Internal Revenue Service
implemented federal requirements that affected many exempt
organizations. Learn more about the Exempt Organizations
Division 2011 accomplishments as well as the 2012 Work
Plan. A member of the IRS Advisory Committee on Tax
Exempt and Government Entities will provide a detailed
overview of current tax policy as it relates to philanthropic
foundations.
Session Objectives
• Review recent policy changes
• Highlight results of revised 990 reporting
• Identify information resources
Speaker: Karen Gries, Partner, CliftonLarsonAllen LLP,
Arlington, Virginia
3:30 p.m. - 4:15 p.m.
In and Out Sessions, Round 1
“In and Out” Sessions last 45-minutes and focus on one topic or
grantmaker type. They are designed to expose participants to key
points and encourage further connections and conversations.
Senior Grantmakers – More than 10 years in the field
Colorado Hall A
Engage in open discussion about your challenges; exchange
knowledge, experiences, and resources. The session will also
highlight insights about the future of grantmaking. Topics are
likely to include compliance with donor intent, development
and implementation of grant guidelines, interaction with
grant applicants and recipients, leveraging your grant dollars,
administering and evaluating programs, messaging, attracting
and understanding the next generation of grantmakers, and
more.
Speaker: Linda May, President/Executive Director, The Simmons
Foundation, Houston, Texas
Emerging Grantmakers – New to the field
Colorado Hall B
Session designer: Matt Carpenter
Join new grantmakers of all ages to share your knowledge
of current resources on the fundamentals of grantmaking,
discuss your vision for the future of philanthropy, and
propose strategies to develop and maintain a close, resourceful
network of your peers. Discussion will include: introduction
of new ideas and perspectives in an established, conventional
grantmaking environment; effective use of social networking
to promote philanthropy; crafting realistic expectations for
yourself and grantees.
Speaker: Heather Carroll, President, Joseph Henry Edmondson
Foundation, Colorado Springs, Colorado
Conversations on Leadership – Foundation CEOs and Trustees
Colorado Hall D
Session designer: Will Merrick, Anne Morgan
Listen to a conversation between a private foundation CEO
and his board chair discuss governance, investments and
contemporary leadership issues. This session is designed to
provide current foundation leadership with a straightforward,
frontline view of the challenges inherent in philanthropic
leadership and governance. Take advantage of this
opportunity to consider an unvarnished, uncompromised
perspective on how today’s foundation leaders are being
challenged to facilitate change.
Speakers: Elizabeth Bausch, President, Board of Trustees,
and John Mullaney, Executive Director, The Nord Family
Foundation, Amherst, Ohio
Social Impact Exchange: A New Model for Scaling Best
Practices in the Nonprofit Sector
Colorado Hall E
Session designer: Ashley Allison
The Social Impact Exchange is an association of funders,
advisors, wealth managers, intermediaries, nonprofits and
researchers interested in funding and developing practices
for scaling-up social solutions. It offers a gathering place for
learning about, implementing and funding major nonprofit
expansions. If this unique association of funders intrigues
you, come to learn more.
Speaker: Janice Schoos, Vice President, Strategic Engagement,
Growth Philanthropy Network/Social Impact Exchange,
New York, New York
- page 7 -
Thursday, November 1, 2012
4:30 p.m. - 5:15 p.m.
In and Out Sessions, Round 2
Small Foundations: Big Impact
Colorado Hall D
Session designers: Anne Brasier, Will Merrick
Investments by small foundations can translate into
significant results for the communities they serve. This
informative session will highlight specific ways in which two
small and innovative foundations are having a transformative
impact on their respective communities of Galveston, Texas
and several counties in Oklahoma.
Speakers: Anne Brasier, Executive Director, Harris and Eliza
Kempner Fund, Galveston, Texas and Frank Merrick, President,
Foundation Management Inc., and Vice President, The Merrick
Foundation, Oklahoma City, Oklahoma
Case Study: Leadership Development
Colorado Hall A
Session designers: Matt Carpenter, Tom McGuire, Don Snider
Nonprofit success is highly correlated to the quality of
leadership. If your foundation is interested in building the
leadership base in your community, come and hear how the
El Pomar Foundation in Colorado Springs and the Masters
Leadership Program in San Antonio have built programs
to engage recent college graduates with the Baby Boom
generation to encourage leadership development.
Speakers: Gary Butterworth, Senior Vice President, Programs,
El Pomar Foundation, Colorado Springs, Colorado and Jane
Phipps, Founder/Program Director, Master’s Leadership Program
of San Antonio, San Antonio, Texas
Social Impact Exchange: A New Model for Scaling Best
Practices in the Nonprofit Sector
Colorado Hall E
Session designer: Ashley Allison
The Social Impact Exchange is an association of funders,
advisors, wealth managers, intermediaries, nonprofits and
researchers interested in funding and developing practices
for scaling-up social solutions. It offers a gathering place for
learning about, implementing and funding major nonprofit
expansions. If this unique association of funders intrigues
you, come to learn more.
Speaker: Janice Schoos, Vice President, Strategic Engagement,
Growth Philanthropy Network/Social Impact Exchange,
New York, New York
6:30 p.m. - 8:30 p.m.
Reception, Cheyenne Lodge
Bus transportation will depart from Broadmoor South.
Overlooking The Broadmoor’s Mountain
Course, the Cheyenne Lodge will provide
the perfect backdrop for an evening with
colleagues and a unique encounter with
birds of prey courtesy of Colorado-based
HawkQuest.
Learn the importance of biodiversity, the finality of
extinction, man’s need to nurture his world and the raptors’
place in our ecosystem.
Transportation to and from The Broadmoor will be provided.
Engaging Rural Communities
Colorado Hall B
Session designers: Matt Carpenter, Michelle Monse
As urban and rural nonprofit organizations operate in
vastly different environments, the challenges to effective
grantmaking in these environments are also unique. This
session will explore critical differences and offer suggestions
for more effective grantmaking in rural areas.
Speaker: Cathy O. Robbins, Senior Vice President, El Pomar
Foundation, Colorado Springs, Colorado
- page 8 -
Friday, November 2, 2012
7:00 a.m. - 7:00 p.m.
Conference Registration Open
Please wear your name badge at all events.
Colorado Hall
7:00 a.m. - 7: 50 a.m.
Continental Breakfast and Table Talk
International Hall North
8:00 a.m. - 9:40 a.m.
Breakout Sessions
Tradition and Transformation in Native Communities
Colorado Hall C
Session designers: Matt Carpenter, Carol Mizoguchi
New wealth has facilitated the growth of modern foundations
in Indian Country. Building on the rich legacy of sharing
wealth and caring for community members, Native peoples
have translated this concept of reciprocity into contemporary
philanthropic practice. This session will highlight native
giving programs and native foundations, and illustrate
the important role that mainstream philanthropy plays
in fostering sustainable Native communities. A panel
representing Tribal giving, Native foundations and nonNative funders will share their diverse perspectives
Session Objectives
• Profile the tradition of reciprocity in Native communities
• Track the development of Native philanthropy
• Define the roles of mainstream and Native philanthropies
• Review national and regional funding patterns
Speakers: Carly Hare, Executive Director, Native Americans
in Philanthropy, Minneapolis, Minnesota; Anita Fineday,
Managing Director, Casey Family Programs, Seattle, Washington;
Michael Roberts, President, First Nations Development Institute,
Longmont, Colorado; Monica Nuvamsa, Executive Director, The
Hopi Foundation, Second Mesa, Arizona
Research – the Real Key to Good Health
Colorado Hall A
Session designers: Will Merrick, Ed Schaffler
Today’s cutting-edge health and wellness outcomes are
often the result of robust research in labs across the country.
With a decrease in funding from the National Institutes of
Health (NIH), the country’s ability to generate scientific
breakthroughs in medical research is at risk. This session will
highlight the crucial need for private support in order to
maintain a dynamic pipeline of life-saving therapies.
Session Objectives:
• Highlight status of current research
• Review recent discoveries
• Provide research forecast for a 3-5 year horizon
• Demonstrate role of private funding
Speakers: James Brugarolas, M.D., Ph.D., Assistant Professor,
UT Southwestern Medical Center, Dallas, Texas; W.R. Lissau,
Vice Chairman of the Board, William K. Warren Foundation,
Tulsa, Oklahoma; Stephen M. Prescott, M.D., President, Oklahoma
Medical Research Foundation, Oklahoma City, Oklahoma
From Passing Fancy to Fact of Life – Social Media is Here
to Stay
Colorado Hall B
Session designer: Dawn Townsend
Social media users post 800 million updates on Facebook
daily, send more than 250 million tweets every day and
upload sixty hours of video on YouTube every sixty seconds.
Like it or not, the new media is a force to be reckoned with.
Even if your foundation has not yet established a presence
in one of the many new media venues, this engaging session
will help you assess their potential for furthering your
organizational goals.
Session Objectives
• Evaluate potential fit of new media outlets
• Develop appropriate content and internal use policies
• Create internal use policies
• Define realistic social media goals
Speakers: Eric Brown, Communications Director, The William
and Flora Hewlett Foundation, Menlo Park, California
and Angelle Fouther, Communications Officer, The Denver
Foundation, Denver, Colorado
Women Don’t Ask
Colorado Hall D
Session Designers: Toni Moreno, Allison Salas
Women don’t ask. They don’t ask for raises and promotions
and better job opportunities. They don’t ask for recognition
for the good work they do. They don’t ask for more help at
home. Men, on the other hand, appear quite at ease when
negotiating results that meet their professional and personal
objectives. This session will introduce a practical approach to
negotiation, profiling gender differences and offering concrete
strategies that can be adapted effectively by male and female
practitioners. Participants will gain a deeper understanding
of the value of negotiation and will feel more confident about
their ability to lead successful dialogue leading to a shared
view of success.
Session Objectives:
- page 9 -
Friday, November 2, 2012
• Clarify gender nuances in negotiation strategies
• Define and differentiate the concept of negotiation
compared with other collaborative methods
• Highlight effective negotiation tactics
Speaker: Marsha Clark, Marsha Clark & Associates, Frisco, Texas
Global Economic Market Strategy Update
Colorado Hall E
Session Designer: Lucille DiDomenico
This popular annual overview offers
CPE CFP® a timely analysis of current global
economic conditions in the context
of philanthropic philosophy and practice. It will identify
emerging investment options for foundation and endowment
portfolios, and clarify associated risk factors that may
temper strategic decision-making. The session will include
recommendations designed to support an investment strategy
that balances stability and diversity.
Session Objectives:
• Understand influence of global economic environment
on philanthropic practice
• Identify implications for strategic philanthropic
investment
• Assess organizational risk tolerance
• Align investment strategy with current global realities
Speaker: Ronald M. Florance, Executive Vice President, Wealth
Management, Wells Fargo Bank, N.A., Scottsdale, Arizona
9:45 a.m. - 11:25 a.m.
Breakout Sessions
Beyond the “Usual Suspects:” A Deeper Look at Diversity
Colorado Hall A
Session Designers: Michelle Monse, Sherrye Willis
Diversity has many facets – including culture, age, gender,
and ethnicity. Organizations of every type find themselves
struggling to adapt to this increasingly diverse landscape. It
is likely that their future success will depend on their ability
to reflect and respond to this new world in a meaningful way.
This session is designed to remove the barriers that sometimes
accompany discussions about diversity, and offer sound
strategies for maintaining donor intent while developing
future leadership that honors the organization’s vision, values,
and mission.
Session Objectives:
• Identify the varied characteristics of diversity
• Gain the tools needed to lead open discussions with
board and staff
• Highlight the positive impact of diversity on grantmaking
and governance
• Develop board recruitment strategies that enhance
diversity
Speakers: Fred Keller, Chairman and CEO, Cascade Engineering
and Board Member, W.K. Kellogg Foundation, Grand
Rapids, Michigan and Vernetta Walker, J.D., Vice President
of Consulting, Training, and Assessments, BoardSource,
Washington, D.C. Moderator: Michelle D. Monse, President,
Carl B. & Florence E. King Foundation, Dallas, Texas
Beyond the Scholarship - Reinforcing College Outcomes
Colorado Hall B
Session Designers: Ashley Allison, Matt Carpenter, Eusebio Diaz,
Toni Moreno
Scholarships are an important stepping-stone to college
success for students challenged by their lack of sufficient
financial resources. However, there is a growing recognition
that it takes more than money to ensure a successful college
outcome. Today, foundations have developed new ways to
support students as they struggle to obtain their college
degree. By eliminating specific obstacles that derail promising
young people as they pursue their college dreams, funders
can greatly enhance graduation outcomes. This session
will provide an overview of the financial aid continuum,
and profile innovative support services that are achieving
impressive success rates. Participants will receive information
resources and state contacts, along with guidance for those
investing in rural areas.
Session Objectives:
• Identify specific challenges of low-income, first
generation, and minority students
• Clarify the role scholarships and Pell grants play in the
student aid landscape
• Optimize scholarship program benefits for targeted
students
• Highlight program models tailored to communities of all
types
• Review study presented by the Greater Texas Foundation
• Adapt innovative models implemented by CSF members
Speakers: Ashley Allison, Executive Director, Waco Foundation,
Waco, Texas; Oscar Sweeten-Lopez, Program Director, Dell
Scholars, Michael & Susan Dell Foundation, Austin, Texas;
Wynn Rosser, President, Greater Texas Foundation, Bryan, Texas
- page 10 -
Friday, November 2, 2012
The Dismal Truth about Domestic Violence
Colorado Hall D
Session Designers: Matt Carpenter, Carol Mizoguchi
Did you know that one in four women will experience
domestic violence in their lifetime? That females 20-24
years old are at the greatest risk of intimate partner violence?
That 1 in 12 women have been stalked? That the cost of
intimate partner violence exceeds $5.8 billion annually?
Community collaboration is the only way that a problem of
this magnitude can be solved. This session will provide basic
information about domestic violence and highlight evolving
trends. Presenters include a former prosecutor, CEO of a
nonprofit service provider, and a military expert who will
share their frontline experiences and propose ways in which
foundations can influence community efforts to stop domestic
violence.
Session Objectives:
• Define parameters of domestic violence
• Update current trends
• Review practitioner perspectives
• Identify relevant community response
11:45 a.m. - 1:30 p.m.
Annual Meeting, Founders’ Spirit Award Presentation and
Luncheon Plenary Remarks
Intenational Hall North
Speakers: Connie Brachtenbach, Executive Director, TESSA,
Colorado Springs, Colorado; Gail Colvin, Director of Staff,
United States Air Force Academy, Colorado Springs, Colorado;
Susan Kelly, Senior Director, Strategic Consulting, Casey Family
Programs, Seattle, Washington
1:45 p.m. - 3:15 p.m.
Breakout Sessions
Staying the Course: Good Governance in Turbulent Times
Colorado Hall E
Session Designers: Ed Schaffler, Don Snider
With increasing public and governmental scrutiny
CPE of nonprofit and foundation boards, it is essential
that board members be fully aware of their role
and responsibilities. This session will highlight basic board
requirements and provide an update on evolving best practices.
Relevant legislative changes will be included in this comprehensive
overview tailored to the needs of foundation trustees.
Session Objectives:
• Review governing documents
• Clarify fiduciary obligations
• Define relevant governance policies including ethics, conflictof-interest, whistle-blower, gift acceptance and compensation
• Update emerging foundation governance best practices
Speakers: Tyree Collier, Partner, Thompson & Knight, LLP,
Dallas, Texas and Shannon Guthrie, Benenati Law Firm, P.C.,
Bedford, Texas
CSF’s 2012 Founders’ Spirit Recipient
is Norbert Dittrich, President of
The Robert A. Welch Foundation in
Houston, Texas.
Friday plenary speaker Suzi Sosa of
the Dell Social Innovation Challenge,
and Associate Director, RGK Center
for Philanthropy and Community, The
University of Texas at Austin, will talk
about social innovation— what it really
means, and how it can help address
seemingly intractable social problems.
Succession Planning: Building Bridges to Your
Foundation’s Future
Colorado Hall C
Session Designers: Will Merrick, Anne Morgan
Succession planning is one of those awkward topics many
organizations prefer to avoid. Nonetheless, like their corporate
counterparts, foundations are faced with the challenge of
preparing the next generation to assume significant leadership
roles. This conversational session will highlight the real life
stories of foundations that have experienced the succession
planning process firsthand.
Session Objectives:
• Determine the key elements of a succession plan
• Identify generational differences
• Anticipate the challenges
• Prepare a realistic timeline
• Highlight the positive outcomes
Speakers: Ann Maddox Utterback, J.D., Director, Don Maddox,
President, and Bob Reid, Executive Director, J. F Maddox
Foundation, Hobbs, New Mexico
- page 11 -
Friday, November 2, 2012
Technology: In and Beyond the Boardroom
Colorado Hall A
Session Designers: Toni Moreno, Allison Salas
Organizations have moved beyond the novelty of technology
for its own sake. The key question being asked today is “how
can technology deliver critical information to our board
quickly, confidentially, and accurately?” This informative
session will highlight new ways of using technology to keep
board and staff members current on governance issues, policy
changes, grantmaking, and strategies to advance your mission.
Session Objectives:
• Highlight an off-the-shelf option and a custom program
• Explore the functionality of different technology vehicles
• Understand ways to engage your board through
technology
• Access lessons learned from foundation colleagues
Speakers: Rachel Rosenberg, Board Liaison and Program
Assistant, Winthrop Rockefeller Foundation, Little Rock,
Arkansas and Bob Weiss, Vice President, Administration, The
Meadows Foundation, Dallas, Texas
Funding Strategies for the New Normal
Colorado Hall B
Session Designers: Ashley Allison, Matt Carpenter, Sherrye Willis
The persistent economic challenges facing our nation have
had a profound impact on grantors and grantees. Continued
cuts in government funding have compounded the problems.
Confronted with growing pressure to fill the gaps and
significant reductions in their own assets, foundations have
been forced to shift direction and refocus efforts. This session
will highlight the ways in which foundations in the Southwest
have responded and share promising practices.
Session Objectives:
• Clarify the recessionary impact on the philanthropic
sector
• Project future funding parameters
• Describe altered funding practices
• Exchange lessons learned
Speakers: Bill Fowler, Senior Vice President, Daniels Fund,
Denver, Colorado; J McCray, COO, Grantmakers for Effective
Organizations, Washington, D.C.; Judy Jolley Mohraz, Ph.D.,
President & CEO, Virginia G. Piper Charitable Trust, Phoenix,
Arizona
Innovation Intensive
Colorado Hall D
Session Designer: Lucille DiDomenico
This post-plenary session will propose specific ways to foster
innovation-centered thinking in social service organizations.
It will introduce the concept of design thinking, an approach
that uses the creative methodology of architects, product
designers, artists and other right-brain thinkers to discover
how their approach can be applied to an array of social
problems.
Session Objectives:
• Demonstrate a concrete step-by-step methodology
that nonprofit leaders and funders can use to practice
innovation within their organization
• Offer methodologies designed to generate new and
effective ideas
• Reinforce value of design thinking for the social sector
• Suggest ways in which funders can promote this kind of
work
Speakers: John Peterson, Founder & President, Public
Architecture; John Bielenburg, Co-founder, Future Partners,
Belfast Maine; Kate Canales, Director of Design and Innovation
Programs, Southern Methodist University, Dallas, Texas; Suzi
Sosa, Moderator, Executive Director, Dell Social Innovation
Challenge, and Associate Director, RGK Center for Philanthropy
and Community, LBJ School of Public Affairs, The University of
Texas at Austin, Austin, Texas
No Crystal Ball – Anticipating the Impact of
Healthcare Reform
Colorado Hall E
Session Designers: Ed Schaffler, Don Snider
Although full implementation is not
CPE CLE scheduled until 2014, many provisions
of the Affordable Care Act have already
begun to change the way the public will access healthcare.
This session will catalogue significant new ways in which
healthcare will be delivered and will project the likely
implications for the nonprofit, philanthropic and public
sectors. Participants will gain a clearer understanding of this
unfolding legislation.
Speakers: Jeff Tieman, Chief of Staff, The Catholic Health
Association, Washington, D.C. and Ron Schultz, Exempt
Organization National Tax Practice, PriceWaterhouse Coopers,
Washington, D.C.
- page 12 -
Friday, November 2, 2012
3:30 p.m. - 5:30 p.m.
Policy Institute: Learning to Hug a Porcupine:
Relationship Building with Lawmakers and
How It Helps Your Organization
Colorado Hall C
Presented in conjuntion with the Council on Foundations
Building relationships with elected officials can sometimes
be difficult and uncomfortable. It forces you and your key
stakeholders to get close to politicians in ways that may feel
“prickly” – like hugging a porcupine. This program will help
you overcome that discomfort, revealing the methods and
benefits for building relationships with elected officials. The
presentation is based on surveys of congressional staff, focus
groups with Members of Congress and staff, and interviews
with state legislators. Participants will learn:
• To whom do Congress and state legislators listen?
• What do congressional staff believe are the most effective
communications tactics for influencing undecided
Members of Congress?
• How and whether the Internet has made legislators more
responsive and accountable to constituents
• The “5 Rules for Influencing Lawmakers”
• The differences in impact between different forms of
communications (e-mail, postal mail, in-person visits,
and social media)
• How to conduct effective in-person meetings, influence
legislators at town hall meetings, and effective advocacy
in the state/district.
Tactical Asset Allocation
Colorado Hall E
Session Designers: Mary Jane Rynd, Don Snider
Historically, cash and fixed income were
CPE CFP® used to create a defensive portfolio.
Given the low yields of these asset classes
since 2008, investors have been seeking other investment
vehicles for protection. During this session, the audience
will learn the various ways a portfolio can be structured to
be more defensive, especially through asset allocation and
manager selection. As a key part of the discussion, attendees
will discover how hedge funds can assist with preserving the
portfolio.
Session Objectives:
• Highlight impact of asset allocation in today’s environment
on a portfolio’s risk / return profile
• Propose various ways to make a portfolio more defensive /
conservative
• Explain hedge funds and their role in a portfolio
• Propose key points to consider for hedge fund investment
Speakers: Britt Bentley, CFA, CAIA, Vice President, LCG
Associates, Inc., Atlanta, Georgia; Allen Hawley, Gerber/Taylor
Management; Laurence Russian, CFA, Founder & Managing
Member, ABS Investment Management, Greenwich, Connecticut
Speaker: James Vaughn, Special Consultant, Congressional
Management Foundation, Washington, D.C.
3:30 p.m. - 5:30 p.m.
Site Visits (Pre-registration required)
Buses will depart from Broadmoor South
Cheyenne Mountain Zoo is not only America’s only
mountain zoo, but also one of just nine of the more than
200 accredited by the Association of Zoos and Aquariums
operating with no local, state, or federal tax support. A leader
in conservation, captive breeding and animal care, Cheyenne
Mountain Zoo connects people with wildlife and wild places
through experiences that inspire action. Attendees will enjoy
not only the opportunity to see many public aspects of the
Zoo, but will also participate in a small group “behind the
scenes” activity.
Take a hike in the Red Rock Canyon which has a wonderful
story of people making use of the area’s resources, location,
and topography. The high Dakota Sandstone Hogback with
its steep east face provided the Ute Indians with places to
stand watch over the plains from defensible positions. During
the hike, learn about the efforts of the Palmer Land Trust to
preserve important open lands in the Pikes Peak region and
throughout southeastern Colorado.
The City of Colorado Springs is the home of the U.S.
Olympic Committee as well as the home of a U.S. Olympic
Training Center. With the recent conclusion of the 2012
Summer Olympics in London, learn more about how
individuals become Olympic athletes at the Training Center.
Take a tour of the Center which provides housing, dining,
recreational facilities, and other services for coaches and
athletes. Go USA!
- page 13 -
Saturday, November 3, 2012
7:30 a.m. - 11:30 a.m.
Conference Registration Open
Colorado Hall
9:30 a.m. - 11:10 a.m.
The Human Side of Immigration Policy
Colorado Hall E
Session Designers: Eusebio Diaz, Carol Mizoguchi
This session guides participants through the legal
International Hall North
CLE maze that defines current immigration policy and
8:30 a.m. - 9:30 a.m.
demonstrates the ways in which this approach
Book Synopsis with Randy Mayeux
creates significant problems for children and families caught
International Hall South in the middle of policy debates. The session will provide an
Abundance by Peter H. Diamandis and Steven Koller
impartial overview of immigration practice and will propose
Whether or not you have read the book, participants will
action-oriented philanthropic responses that will increase
find this breakfast conversation stimulating and provocative.
impact.
Facilitator Randy Mayeux will provide an overview of the
Session Objectives:
book and explore noteworthy highlights, sparking an engaging
• Review existing laws that address immigration issues
conversation. Copies of the book will be available for purchase on
• Define current enforcement practices
site during the Annual Conference.
• Propose realistic state and federal response strategies
• Suggest ways in which philanthropy can respond
9:30 a.m. - 11:10 a.m.
effectively
Capitol Hill: An Inside View
Colorado Hall B Speakers: Judge Oscar Gabaldón, Jr., CWLS, 65th Judicial
With a high-profile Presidential election District Child Protection Court and Preservation Family Drug
CPE CLE looming in just days, the 112th Congress Court, El Paso, Texas and Rinku Sen, President & Executive
winding down, and the composition of
Director, Applied Research Center, New York, New York
the 113th Congress unknown, this behind-the-scenes look
at legislative realities will be invaluable. Andrew Schulz will
11:15 a.m. Conference Adjourns
preview legislative activity in the waning days of the 112th
Congress and calibrate expectations for the outcome of the
11:30 a.m. - 1:30 p.m.
coming election cycle.
2012 & 2013 Annual Conference Program Committees
Session Objectives:
Luncheon and Debrief Session
• Update Congressional activity
Colorado Hall C
• Summarize regulatory actions of the IRS and Treasury
• Clarify the legislative climate affecting your foundation
• Reinforce importance of engagement with policy-makers
8:00 a.m. - 9:30 a.m.
Continental Breakfast
Speaker: Andrew Schulz, Executive Vice President and National
Director of Community and Legal Relations, Foundation Source,
Fairfield, Connecticut
- page 14 -
Continuing Professional Education
Wireless Internet Access
Wireless internet access is included in the daily resort fee for
Broadmoor guests and is available in the guest rooms and
public areas of the main hotel building. WiFi will also be
available in Colorado Hall for all CSF sessions.
Annual Conference Bookstore
CSF’s on-site bookstore featuring publications by annual
conference speakers and books on topics related to
philanthropy and various other educational subjects. The
bookstore is located near the CSF Registration Desk in
Colorado Hall. Bookstore hours of operation will be posted.
Conference No Solicitation Policy
This conference is not intended to be an opportunity for
solicitation of any kind, including solicitation for business,
fund management, or grants.
Conference Eligibility and Who Should Attend
Those eligible to attend the conference include: trustees and
staff of grantmaking organizations, community foundation
fund donors, individual donors and representatives of
corporate giving programs.
Conference Meals
The following meals will be provided to full registrants of the
conference:
Wednesday: Thursday: Friday: Saturday: Welcome Reception
Lunch, Evening Reception
Continental Breakfast, Lunch
Breakfast
The Conference of Southwest
Foundations is registered with the
National Association of State Boards
of Accountancy (NASBA) as a sponsor
of continuing professional education
on the National Registry of CPE
Sponsors. State boards of accountancy
have final authority on the acceptance
of individual courses for CPE credit. Complaints regarding
registered sponsors may be submitted to the National Registry
of CPE Sponsors through its website: www.learningmarket.org.
Attorneys who wish to earn Continuing Legal
Education credit hours must indicate their intent
on the conference registration form and pay the
$25 administration fee. Certificates of Attendance will be
distributed at each of the designated sessions. Sessions identified
CLE
with the CLE icon have been approved by the Texas State Board of
Continuing Legal Education.
For guests who are not registered for the full conference, individual
meals may be purchased. You may register guests at the CSF
Registration Desk.
Spouses/Guests
Sessions marked with this symbol will last 100
minutes and are designed to provide 2.0 hours of
continuing education credit to Certified Public
Accountants. Attendees who wish to earn CPE credit must
indicate their intent on the conference registration form and
pay a fee of $25. Certificates of Attendance will be distributed
at the end of each Finance/Administration breakout session.
Please know that while these sessions offer an opportunity
for those in need of continuing professional education to
earn credit, these sessions are open to anyone interested in
the topic. Attendees need not be a CPA, attorney, or in a
position of financial oversight to attend.
CPE
The spouse/guest registration fee includes full conference
participation and all meals and breaks provided during the
conference. Only spouses and guests NOT affiliated or
employed by a foundation are eligible for the Spouse/Guest
Rate.
Certified Financial Planner™ (CFP®) professionals
who wish to earn continuing education credit
hours must indicate their intent on the conference
registration form and pay the $25 administration fee.
Certificates of Attendance will be distributed at each of the
designated sessions. Sessions identified with the CFP icon have been
CFP®
approved by the Certified Financial Planner Board.
New!
Conference of Southwest Foundations will offer
CEU for Continuing Education Units (CEUs) for
social workers through The University of Texas
at Arlington. A $25 processing fee will be required. It is the
responsibility of each social worker to determine if your
accrediting or licensing body will accept CEUs from The
University of Texas at Arlington. Further information is
available at the CSF Registration Desk in Colorado Hall.
- page 15 -
Save These Dates for Upcoming CSF Programs and Events
January 16 - 18, 2013
Nonprofit Organizations Institute
Four Seasons Hotel, Austin, Texas
Co-sponsored with The University of Texas CLE
January 22 - 23, 2013
Essential Skills & Strategies for Grantmakers
Communities Foundation of Texas
Dallas, Texas
March 18 - 20, 2013
Foundations on the Hill
Presented in partnership with the Forum of Regional
Associations of Grantmakers
and the Council on Foundations
Washington, D.C.
January 30 - 31, 2013
2013 CSF Board and Committee Chair Retreat
Bentonville, Arkansas
February 1, 2013
CSF Board Meeting
Bentonville, Arkansas
February 24 - 26, 2013
New Staff Retreat
Samuel Roberts Noble Conference Center
Ardmore, Oklahoma
March 4 -5, 2013
Community Foundation Fundamentals
Presented in partnership with the Council on
Foundations
Hilton Park Cities
Dallas, Texas
April 22 - 24, 2013
Mid-year Meetings & Programs
The Capital Hotel
Little Rock, Arkansas
April 24, 2013
CSF Board Meeting
Little Rock, Arkansas
October 23, 2013
CSF Board Meeting
Hyatt Regency San Antonio
San Antonio, Texas
October 24 - 26, 2013
65th Annual Conference
Hyatt Regency San Antonio
San Antonio, Texas
Registration information for all events is available online at www.c-s-f.org or by calling the CSF Office at 214-740-1787.
- page 16 -
In Memoriam:
Tom H. Collins
Waco Foundation
Catherine Ingram Doyle
Constantin Foundation
Tom H. Collins, Jr. of Waco passed away
Friday, November 11, 2011. A native
Wacoan, Tom graduated from Waco
High School and then Baylor University
with a degree in Accounting. In 1958,
he married Eleanor Lou Mackey, his loving wife of 52 years
until her death in 2010. They had two children, Charlotte
and Carolyn. A CPA since 1969, Tom spent 35 years in tax
practice, including 8 years with the Internal Revenue Service.
The highlight of his career, however, was his time serving as
the executive director of the Waco Foundation from 1997
to 2007, where he had previously served on the Board of
Directors for many years. During his involvement with the
Waco Foundation as a board member and executive director,
the assets of the Foundation grew from approximately
$2 million to nearly $40 million as a result of generous
donations, market growth, and Tom’s capable leadership.
While at the Waco Foundation, Tom served on CSF’s
Cooperative Projects Committee.
Tom was deeply committed to the Waco community and
served it in many other ways, as well. At his death, he was an
active Rotarian, where he served on the scholarship committee
for many years. He was a long term board member of both
Central Texas Senior Ministry (Meals and Wheels) and Family
Counseling and Children’s Services, and he served as president
of each of those boards. He also served as a director and
vice-president of finance of the Waco Symphony. He was a
long-time member of St. Paul’s Episcopal Church and served
as treasurer and board member of St. Paul’s Episcopal School.
Throughout his long career, Tom was a trusted advisor, friend
and mentor to many in the community. Professionally, Tom
was highly regarded for his technical knowledge of the tax
code and for his ability to analyze complex problems and
communicate them in ways that others could understand.
Cathy Ingram Doyle passed away on
November 12, 2011 after a courageous
battle with lung cancer. She was born April
7, 1946 in Memphis, Tennessee where
she later graduated from Central High
School. She attended Southern Methodist
University where she was a member of Tri Delta sorority,
and graduated from University of Mississippi. She married
Michael Vernon Doyle in June 1970. After postgraduate work
at University of Tennessee Health Science Center, she worked
in the hospital field while Mike was in medical training. In
Dallas she worked at the Volunteer Center of Dallas County
and, later, at Dallas Museum of Art (DMA), where she was
Director of Associates Travel and a development officer. She
then held the position of executive director of The Constantin
Foundation. Cathy served on the CSF Membership
Committee.
Cathy was active in the Junior League of Dallas, the Dallas
Women’s Foundation, and Educational Opportunities,
Inc. She was instrumental in starting the nonprofits Dallas
Challenge, Adult Literacy Council, and English Language
Ministry. She served on the boards of numerous community
organizations, was named 1997 Junior League Sustainer of
the Year, and was a member of Dallas Summit, Charter 100,
Dallas 40 and Women’s Issues Network educational groups.
Always an advocate of understanding world cultures through
travel, she led many DMA group trips to Asia, Europe,
Mexico, and US. In 2007 she created her business, Cathy
Doyle Travels, continuing her passion in educational group
travel. She was active in East Dallas Christian Church for over
30 years. The family would like to thank the Visiting Nurses
Association for the care they gave to Cathy.
- page 17 -
Evelyn Holcomb Hudson
The M.R. and Evelyn Hudson
Foundation
One of the founders and original board
members of The M.R. and Evelyn Hudson
Foundation, Evelyn Holcomb Hudson
passed away on Saturday, April 21, 2012
in Mission Hills, Kansas.
Mrs. Hudson graduated from Northern Illinois University
and taught art in Joliet, Illinois. As a teacher she had a lifelong
love of education and believed that through education lives
could be transformed. In 1953 she met and married M.R.
Hudson, an entrepreneur and self-made businessman. He
believed in hard work, honesty and the very best from
everyone around him. Combining their passions in 1991,
they established The M.R. and Evelyn Hudson Foundation
for the purpose of enhancing the quality of life for those who
help themselves. After 46 years of marriage M.R. Hudson
passed away in 1999. In addition to The Hudson Foundation
Mrs. Hudson was involved with the Crittenton Home for
Unwed Mothers.
credentials from UCLA. She taught junior high until the
family moved to Austin, Texas in 1966. It was there that
Ronya managed the family’s investments and developed her
philanthropic spirit. With George she founded the RGK
Foundation.
Ronya spent her life as a champion of children and women’s
issues. She was instrumental in the establishment and success
of several organizations – both non-profit and for profit –
including SafePlace women’s shelter and the First Women’s
Bank of California, a pioneering institution to provide
women banking services including access to credit to enable
them to start their own business. Additionally, she is a CoFounder of Leadership Texas, Leadership California, and
Leadership America. Ronya dedicated her time and talent to
many organizations and received honors and awards, both too
numerous to list. Ronya was a lecturer and author including
Making it Together: A Survival Manual for the Executive
Family, co-authored with George (The Free Press, 1981).
Marianne Cabe Long
Horace C. Cabe Foundation
Marianne Cabe Long was born in Hot
Springs, Arkansas, on July 3, 1942. She
passed away at home surrounded by her
family on September 17, 2012.
Ronya Kozmetsky
RGK Foundation
Ronya Kozmetsky passed away peacefully
at her home on October 25, 2011, joining
her husband George, the former Dean of
the University of Texas at Austin business
school and co-founder of Teledyne, Inc.
Ronya Kozmetsky was born in Harbin, China on June 8,
1921. At the age of two, she immigrated with her parents to
Seattle, Washington. True to her adventurous spirit, she also
learned to fly a plane and would buzz George as he played
tennis during their courtship. In 1943, Ronya received
her Bachelor of Arts in Sociology from the University of
Washington. In that same year, she married George thus
beginning their loving 59-year journey together.
Ronya worked as a social worker during World War II while
her husband was in the army. After the war they moved to
Cambridge, Massachusetts where their two eldest children
were born. Ronya and George took the leap from academia
to industry in 1952 when they moved to Los Angeles where
their youngest son was born. While George started Teledyne,
Inc., Ronya raised their children, and also earned her teaching
Marianne graduated from Southern Methodist University
and Louisiana State University with a master’s degree in social
work. She was a member of the Chi Omega sorority and an
active alumna. She worked as a social worker at Children’s
Medical Center in Dallas before she married and became a
full-time wife and mother.
Marianne and her husband, Chuck Long, moved to Tyler
in 1977 where they started Children’s Village, a home for
abused, neglected and homeless children. She spent much
of her time as an active church member at First Presbyterian
Church, serving as president of Women of the Church and
as an elder, and then later at Marvin United Methodist
Church, serving as a singles Sunday school teacher and Bible
study leader. She served in many community nonprofit
organizations including a founding board member of PATH,
The Hospice of East Texas, Young Audiences, Historic Tyler
Inc., and as a board member of the Literacy Council of
Tyler. She sat on the board of two family foundations, the
Horace C. Cabe Foundation and the C. Louis and Mary
- page 18 -
C. Cabe Foundation. Marianne was a great supporter of
the Conference of Southwest Foundations and served as a
board member from 1999 - 2001. She was active on the CSF
Legislative Committee, including serving as committee chair.
She was also a trustee on the board of First National Bank,
Gurdon, Arkansas.
Foundation to revive and modernize the journalism program
at Southern Methodist University.
Burl Osborne
The Belo Foundation
Roberta Ripke was born on August 3,
1945 in Temple, Texas. She passed on
January 25, 2012 at the age of 66 at her
home in Palacios, Texas after a lengthy
and courageous battle with lung cancer. Roberta was the
executive director of Palacios Area Fund of the Communties
Foundation of Texas for the last 25 years. During her tenure,
Roberta regularly attended CSF’s Annual Conference. She
retired from the Fund on December 31, 2011.
Burl Osborne, who had an illustrious
career in the media industry and led
The Dallas Morning News to national
prominence and a string of Pulitzer Prizes
during 21 years at the newspaper, died on
August 15, 2012 at UT Southwestern University Hospital-St.
Paul at the age of 75.
Mr. Osborne was named senior vice president and editor of
The News in 1983. He was named president of the newspaper
in 1985 and publisher in 1991. He retired as an executive
officer of Belo Corp. on Dec. 31, 2001. In May 2002, he
became chairman of the board of The Associated Press, where
he served as a board member for a total of 14 years.
Not only did Burl blaze an amazing path through his
profession, but he made his mark on philanthropy as well.
He served The Belo Foundation with great distinction as its
chairman for seven years. Burl was elected a trustee in 1993,
served as president from 1995 thru 1997 and was named
chairman in 1998. Burl retired as chairman in April 2005.
During his tenure as chairman, Burl raised the profile
of The Belo Foundation in the media industry and with
the leading foundations that make significant grants to
journalism education across America. He championed such
organizations as the Freedom of Information Foundation of
Texas, the Committee to Protect Journalists, the Southern
Newspaper Publishers Association, and the World Press
Freedom Committee. His knowledge of the industry has been
invaluable in guiding the Foundation’s grant-making in this
area.
Burl also distinguished himself in the Foundation’s local
philanthropy. He provided strong and dedicated service
to Paul Quinn College as a trustee and officer, including
chairman of the executive committee, and played a pivotal
role in the $5 million initiative funded by The Belo
Roberta Kay Anthis Ripke
Palacios Area Fund / Communities
Foundation of Texas
Roberta is survived by her son Richard “Ricky” Ripke and
wife Sharlynn of Seguin, Texas, daughters Kimberly W. Ripke
Garcia and husband Lawrence of Palacios, Texas, and Felicia
D. Ripke Jackson and husband Michael of New Braunfels,
Texas, as well as her grandchildren and great grandchildren.
Also brothers Roger Smith, Jodie Anthis, and Leon Anthis,
her brother and sister-in-law Phillip Ripke and Mary Louise
Fernandez of Palacios, Texas, numerous nieces and nephews.
Karen Baxter Rodman
Redman Family Foundation,
The Dallas Foundation, and
Dallas Social Venture Partners
Long time Dallas resident Karen
Baxter Rodman passed away peacefully
surrounded by family and friends on
October 1, 2012. Karen was born on July 23,1956 in
Houston, Texas. She was married and had one daughter,
Emily Elizabeth Baxter. Being a mother was the greatest joy of
her life.
In her youth at St. Francis Church she tutored inner city
children from Houston’s 5th Ward. It was her first exposure
to the great need of the poor and it profoundly affected her
life work. She studied Biology at The University of Texas
and attended Stanford University as a Fellow in the GSB for
Nonprofit Executives. She worked in the field of philanthropy
for over 30 years beginning as the first development director
of East Dallas Community School, then as the executive
- page 19 -
director of the Redman Family Foundation, and as associate
director of The Dallas Foundation where she co-founded
and served as the executive director of Dallas Social Venture
Partners. Karen was a member of the Conference of
Southwest Foundations Editorial Advisory Committee and
the Archives, Film and Video Committee. She ended her
career as the CEO of the International Psoriasis Council.
Karen was an active community volunteer serving as a board
member for The Shelton School, Children of Uganda, Dallas
Children’s Theater, Gilda’s Club of North Texas and Bridge
Breast Center. Karen had a great love of the visual arts and
hiking and skiing the mountains of Northern New Mexico
where she lived in Santa Fe for several years. However, Africa
was the greatest passion of her later life. She went many
times as a board member of Children of Uganda and also
as a consultant with Uganda Christian University. She was
planning to serve the Batwa Pygmies in far western Uganda
as a Community Health Worker the summer of 2012 before
she was diagnosed with cancer earlier that year. The extreme
poverty and suffering was something she could never forget
and she wanted to spend her later years serving as she could.
The family would appreciate that memorials be directed to
Children of Uganda, P.O. Box 659 Charles Town, WV
25414; The Kellerman Foundation-Providing Hope & Health
in Uganda, P. O. Box 832809 Richardson, TX 75083; or
International Psoriasis Council/Genetics Research, 1034 S.
Brentwood, Suite 600, St. Louis, MO 63117.
Isabel Brown Wilson
The Brown Foundation
Isabel Brown Wilson, was born on June
13, 1931 and died on March 27, 2012 in
Houston. She graduated from Saint Mary’s
Hall, San Antonio and earned a B.A. in
Art History from Smith College in 1953.
Art remained a lifelong passion.
Isabel was the first woman to enter the training program
with Manufacturers Trust Bank. After working in the Credit
Department, she moved to Washington, D.C. to serve as one
of the personal assistants to Senate Majority Leader, Lyndon
B. Johnson. She then returned to Houston to pursue a career
in journalism at The Houston Post.
She served on the boards of numerous banks, The Methodist
Health Care System, Smith College, Davidson College,
Deerfield Academy, Southwestern University, The Greater
Houston Community Foundation, Planned Parenthood,
VGS, Inc., The Houston Annenberg Challenge, and the
Board of Visitors of University of Texas M.D. Anderson
Cancer Center. Isabel was a passionate life trustee and
former chair and president of The Brown Foundation Inc. of
Houston. She was also past president of The Philosophical
Society of Texas.
Isabel served as life trustee and was chairman emeritus of the
board of the Museum of Fine Arts (MFA,H), Houston. Isabel
and her husband, Wally, brought important and numerous
works to the permanent collection at the MFA,H. The Wilson
Tunnel, a light work beneath Main Street that connects the
museum’s two buildings, was her brain child and she and
Wally commissioned it.
Jack Zarrow
Zarrow Families Foundation
Jack Zarrow died February 2, 2012. He
was 86. Born in Tulsa in 1925, Jack C.
Zarrow was the third child of Russian
immigrants Sam and Rose Zarrow. The
younger brother of Henry Zarrow, founder
of Tulsa-based Sooner Pipe and Supply Co., Jack Zarrow
joined the business in 1947. In helping Sooner Pipe become
one of the most prominent oil-and-gas supply companies
worldwide, he would serve as the company’s executive vice
president, as well as president and CEO of the Zarrow
family’s growing stable of nonpipeline oil enterprises. Jack
Zarrow married Texas-native Maxine Foreman in 1947, the
same year he graduated from the University of Texas with a
degree in petroleum engineering.
Business success would enable the Zarrows to support
countless causes and charities. The Maxine and Jack Zarrow
Family Foundation provides funding primarily to Tulsa-area
charities, especially those supporting the arts, children, mental
health and Jewish concerns.
Jack also co-founded and served as a trustee for the Zarrow
Families Foundation. He served on the boards of many
Tulsa institutions, including the University of Tulsa and the
Gilcrease Museum, where he was a former chairman and a
director emeritus. He was also a longtime donor, underwriting
many museum improvements, including its 1987 expansion.
- page 20 -
Jack served on the boards of Hillcrest Medical Center, the
Tulsa Education Foundation, the National Conference for
Community and Justice, the Jewish Federation of Tulsa and
the Tulsa Jewish Retirement & Health Care Center, which he
and his wife were instrumental in establishing.
Jack served on the engineering advisory boards of the
University of Tulsa, University of Oklahoma and the
University of Texas, as well as on several government task
forces related to energy and engineering. He was a former
chairman of the Grand River Dam Authority. In addition to
receiving awards from the National Jewish Hospital and the
Jewish Federation of Tulsa, Jack received the Brotherhood
Award from the National Conference of Christians and Jews.
- page 21 -
2012 CSF Committee Members
Audit and Finance Coleith Molstad, Chair, The Roy F. & Joann Cole Mitte Foundation | R. Edwin Allday,
The Fondren Foundation | Linda J. Blessing, Flinn Foundation | Tina Burdett, Kirkpatrick Family Fund | Grant
Coates, The Miles Foundation | Robert J. Cruikshank, Ray C. Fish Foundation | Tom Early, San Angelo Health
Foundation | Raymond B. Kelly, III, William E. Scott Foundation | Leonard R. Krasnow, M. B. & Edna Zale
Foundation | Michelle Lemming, Texoma Health Foundation | John H. Robinson, Amon G. Carter Foundation
| Ramsay H. Slugg, Roy & Christine Sturgis Charitable & Educational Trust | Paul Sneed, Mary E. Bivins
Foundation |
Communications Thomas C. Nall, Chair, Houston Endowment Inc. | Josie Burke, El Pomar Foundation |
Roslyn Dawson Thompson, Dallas Women’s Foundation | Alana Hughes, Charles and Lynn Schusterman Family
Foundation | Amy M. Meadows, The Belo Foundation | Leslie Schaffner, The Priddy Foundation |
Bernice C. Torregrossa, The Moody Foundation | Lisa Trahan, St. David’s Foundation | Brittani Trusty,
The Meadows Foundation |
Educational Programs Laura L. Duty, Chair, Carl B. & Florence E. King Foundation | Matthew Carpenter,
El Pomar Foundation | Amanda Cloud, The Simmons Foundation | Eusebio Diaz, Baptist Health Foundation
of San Antonio | Dawn Franks, Ben and Maytee Fisch Foundation | Coleith Molstad, The Roy F. & Joann Cole
Mitte Foundation | Eliza K. Quigley, Harris and Eliza Kempner Fund | David T. Ross, Roy & Christine Sturgis
Charitable & Educational Trust | Christopher M. Shaw, The George and Fay Young Foundation, Inc. |
Legislative Network Lesly Bosch Annen CAP, Dallas Women’s Foundation | John Barto, Horace C. Cabe
Foundation | John E. Brown, Windgate Charitable Foundation | John W. Crain, The Summerlee Foundation |
Tracey Frattaroli, The Marilyn Augur Family Foundation | Pete Geren, Sid W. Richardson Foundation | Patricia
Gray, Harris and Eliza Kempner Fund | Kyle H. Hybl, El Pomar Foundation | Jack B. Jewett, Flinn Foundation |
Sarah M. Losinger, McCune Charitable Foundation | Linda K. May, The Simmons Foundation | Becky Pastner,
St. David’s Foundation | Cynthia Yung, The Boone Family Foundation |
Membership Marti Royer, Chair, Redman Foundation, Inc. | Roland C. Adamson, The George Foundation |
Ashley Allison, Waco Foundation | David G. Bucher, Virginia and Robert Hobbs Charitable Trust | Laura Byrne,
Dehan Family Foundation | Theophilus D. Gregory, El Pomar Foundation | James B. Harrell, Laredo Area
Community Foundation | Caroline Kohl, Kohl Foundation | Cheryl Unis Mansour, The Catholic Foundation
| Michael K. McCoy, The Meadows Foundation | Sarah Tyson, Tyson-Cook Foundation | Carol Yonack,
Foundation Source Charitable Foundation Inc. |
Nominating John H. Alexander, Jr., Chair, Helen K. and Arthur E. Johnson Foundation | John E. Brown,
Windgate Charitable Foundation | Alana Hughes, Charles and Lynn Schusterman Family Foundation |
Michelle D. Monse, Ex-officio, Carl B. & Florence E. King Foundation | J. Craig Willis, Donald W. Reynolds
Foundation |
- page 22 -
- page 23 -
624 N. Good Latimer Expressway
Suite 100
Dallas, TX 75204
214-740-1787 (ph) | 214-740-1790 (fax)
www.c-s-f.org