Conference Program - Philanthropic Foundations Canada

CHANGING
CHANGING
PHILANTHROPY
PHILANTHROPY
new
visions,
new
voices
new visions, new voices
Conference Program
October 2-4, 2011 • Toronto
Agenda Overview
Sunday, October 2
12:00 Registration Opens
1:00 Workshops
• Essential Skills and Strategies for Grantmakers
• Mission-related and Impact Investing for Canadian Foundations
5:00 Tour, Cocktail and Dinner at TIFF Bell Lightbox
Monday, October 3
7:30
9:00
10:15
10:45
12:15
1:30
2:00
3:30
5:30
6:30
Registration and Breakfast
Opening Plenary
Refreshment and Networking Break
Concurrent Sessions
• All Hands on Deck: Building a Strong
Collaboration
• Cast in a Supporting Role: Private
Philanthropy in the Arts
• Risky Innovator or Pragmatic
Incrementalist: Is there Room for Both?
• Next Generation Leadership: Investing
in the Future
Buffet Lunch
Site Visits
• Brickworks
• The Remix Project
Concurrent Sessions
• More than a Drop in the Bucket:
Funders and Global Water Issues
• Leveraging Impact: Philanthropy’s Role
in Public Policy
• Beyond the Silver Bullet: Getting
Serious about Social Change
• What’s New in the World of Charity
Regulation?
Open Space
Reception
Dinner: Focus on Philanthropy in Toronto
Panel Discussion with three Toronto Nonprofit Leaders
Tuesday, October 4
7:30
8:30
9:45
10:15
10:15
12:00
2:00
3:30
4:00
5:00
Registration and Breakfast
Plenary
Refreshment and Networking Break
Concurrent Sessions
• Social Capital: An Essential Asset to
Meaningful Partnerships
• Social Finance: From Theory to
Practice
• Research Partnerships: New Kids on
the R&D Block?
• Beyond Social Media: Engaging
Community
Site Visits
• The Stop Community Food Centre
• Regent Park
Bag Lunch/Table Talks
Concurrent Sessions
• Collaborations that Help Build
Capacity: A Corporate Perspective
• The End of Lone Ranger Philanthropy?
• Cultivating Aboriginal Leadership: The
Power and Potential of Investing in
People
• Navigating Volatility: Investing and
Disbursing in an Uncertain Market
Refreshment and Networking Break
Closing Plenary
Conference Close
Conference Theme Tracks
A. Working Together in New Ways: Networks, Collaboration and Cross-Sectoral Partnerships
B. Tackling Complex Problems: New Thinking and Approaches to the Challenges Facing Canadian Society
C. Looking at the Big Picture in Philanthropy: New Thinking and Emerging Players
D. Using Knowledge for Change: How we Assess, Measure, Share and Disseminate our Work
E. Managing 2.0: Keeping Informed on the Management Basics of Philanthropy
On behalf of the Toronto philanthropic
community, welcome to the fourth
biennial PFC conference, Changing
Philanthropy: New Visions, New Voices!
The theme of the 2011 conference puts the spotlight on change.
Philanthropy in Canada today is changing faster than ever. More people
are engaging in transformative philanthropy, operating with new
media and evolving technologies. We have expanded opportunities for
collaboration. There is energy being applied to tackling “old” problems
with “new” strategies. Our people, our practices, our programs and our
perspectives are all being challenged at a rapid rate.
Over the next two days, you will hear from peers in the charitable and
philanthropic community who are willingly sharing their stories, and
their best advice on navigating a shifting philanthropic landscape. We
are fortunate to welcome some exceptional plenary speakers who will
inform, stimulate and inspire you all. And we look forward to sharing
stories about highly successful philanthropic partnerships in Toronto
itself, through our Monday plenary dinner speakers and through the
site visits that we have organized for you.
We extend a sincere welcome to our partners and colleagues from the
United States and overseas, who will add much to our conversations
throughout the conference. And we thank our generous sponsors and
donors who have made it possible for us to bring you the great diversity
of voices and perspectives that you are going to enjoy over two and a
half days in Toronto, participating in Changing Philanthropy.
The Hon. Margaret McCain
Conference Co-Chair
Margaret and Wallace McCain Family Foundation
Martin Connell
Conference Co-chair
The Haynes-Connell Foundation
Margret Hovanec
Organizing Committee Chair
Lupina Foundation
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Plenary Speakers
His Excellency the Right Honourable David Johnston
Governor General of Canada
Susan V. Berresford
Former President
Ford Foundation (U.S.)
Susan Raymond, PhD
Executive Vice President
Changing Our World (U.S.)
National Chief Shawn A-in-chut Atleo
Chief from the Ahousaht First Nation and
National Chief of the Assembly of First Nations
Tim Brodhead
Former President and CEO
The J.W. McConnell Family Foundation
Andrew Barnett
Director
Calouste Gulbenkian Foundation (UK)
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Pre-Conference
Sunday, October 2
Essential Skills and Strategies for Grantmakers
Facilitated by Matthew Nelson, Council on Foundations
Essential Skills & Strategies for Grantmakers (ESS) is an educational program developed
in the United States to serve as the field’s standardized orientation for grantmakers.
ESS was designed to provide new grantmakers with the knowledge, insight, skills, and
tools to be effective in their work. This workshop is an introduction to key aspects
of the ESS curriculum. It is for grantmakers who are relatively new to the field (less
than five years) or for more seasoned grantmakers who are looking to deepen their
knowledge and sharpen their skills.
Mission-related and Impact Investing for Canadian Foundations
Facilitated by Betsy Martin, Community Foundations of Canada
Targeted at board and investment committee members as well as senior foundation
staff, this workshop will set the context for the growing interest in mission-related
investing, explore why and how foundations are doing it and the resources available
to assist them.
1:00 - 4:30
Trinity 4
1:00 - 4:30
Trinity 5
The workshop includes a roster of leading practitioners from Canada and the U.S.
A set of tools and resources will be distributed to participants. This will include key
thought leader reports and papers, policy guidelines, resources for implementing an
MRI strategy, resources for engaging asset managers, matrices of MR/I investment
opportunities by theme and asset class in Canada, and lists of intermediaries and
consultants.
The workshop is co-sponsored by Philanthropic Foundations Canada, Community
Foundations of Canada and the Canadian Environmental Grantmakers Network.
Philanthropic Governance in a Changing World
Reception and Dinner
Keynote speaker Susan V. Berresford
A special pre-conference dinner, open to all
conference participants and to board members
and staff leaders of private and public foundations.
5:00 - 9:00
TIFF Bell Lightbox
6th floor
350 King Street West
The keynote speaker is Susan Berresford, the President of the Ford Foundation
from 1996 to 2007. As a member of the Panel on the Nonprofit Sector convened
by Independent Sector and the Board of Directors of the Council on Foundations,
she has worked to ensure charities and foundations define and champion high
ethical standards that maintain the public’s trust in their work. She was instrumental
in bringing together many of the United States’ large private foundations to create
and adopt common governance principles. Her leadership and experience make her
uniquely well-qualified to speak to the unique challenges of foundation governance.
A tour of the extraordinary new TIFF Bell Lightbox facility begins at 5:00 pm and a
cocktail reception begins at 5:30 pm. Dinner is at 6:30 pm.
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Detailed Conference Program
MONDaY, October 3
7:30
9:00 - 10:15
Grand Ballroom
Registration and Breakfast
Opening Plenary
Opening address by His Excellency the Right Honourable David Johnston,
Governor General of Canada
Keynote speech, Susan Raymond, Executive Vice President, Changing Our World (U.S.)
10:15
10:45 - 12:15
Trinity 2
Refreshment and Networking Break
concurrent sessions
A1 All Hands on Deck: Building a Strong Collaboration
ALLIES (Assisting Local Leaders with Immigrant Employment Strategies) supports local
efforts in Canadian cities to successfully adapt and implement programs that further
the suitable employment of skilled immigrants. Through a series of multi-stakeholder
initiatives, ALLIES and local partners contribute to building a stronger Canada by using
the talents, connections and experience of skilled immigrants who have made Canada
their new home. This project is jointly funded by Maytree and The J.W. McConnell Family
Foundation and is also supported by TD Canada Trust.
This session will explore a unique partnership among these two private foundations
and TD Canada Trust and Canada’s Top 100, a national competition highlighting the
excellence and innovation of employers. The panelists will discuss the formation of these
partnerships and explore the necessary ingredients for success. They will also reflect on
the challenges how they have overcome them to ultimately shift the discourse in multistakeholder collaborations between the corporate and philanthropic sectors. Participants
will gain a greater understanding of how to manage a collaborative process and move
towards advancing the common good through social change.
Moderator:
Panelists:
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Peter Paul, ALLIES/Maytree
Susan Calahan, TD Bank Financial Group
Anthony Meehan, Canada’s Top 100 Employers Project
Dana Vocisano, The J.W. McConnell Family Foundation
monday, october 3
B4 Cast in a Supporting Role: Private Philanthropy in the Arts
Trinity 3
10:45 - 12:15
In Canada, where we have strong public funding models for the arts, we have never
developed the systems for private sector support that exist in other countries. Private
philanthropy, however, has an important role to play. Private monies can supplement
the operating support that arts companies receive from public funders, allowing
arts organizations to develop new approaches to longstanding systemic issues. By
examining specific examples of strategic funding in the arts, this session will show
ways in which private philanthropic funding has allowed organizations to go “beyond
the art,” increasing outreach, developing supplementary programming, and replicating
successful models.
Moderator:
Panelists:
Michael Jones, George Cedric Metcalf Charitable Foundation
Nichole Anderson, Business for the Arts
Ross Manson, Volcano
Phyllis Novak, SKETCH
Sanjay Shahani, Ontario Trillium Foundation
C1 Risky Innovator or Pragmatic Incrementalist: Is there Room for
Both?
Trinity 4
10:45 - 12:15
Some say to funders: take risks and be innovative. Others say: stay behind the scenes,
work incrementally. Underlying this difficult choice of macro strategies, there are
other challenging dilemmas: spend down your assets or plan for perpetuity? Work
at the grassroots or change whole systems? Place your bets on leaders or on their
organizations? Join our plenary speakers in a wide-ranging discussion of the strategic
choices faced by private funders. In this debate, there are no right answers, only right
questions.
Moderator:
Panelists:
Sheherazade Hirji, Tides Canada Foundation
Susan V. Berresford, formerly of the Ford Foundation Susan Raymond, Changing Our World
Shira Herzog, Kahanoff Foundation
C3 Next Generation Leadership: Investing in the Future
Trinity 5
10:45 - 12:15
Strategic funders often make their bets on leaders in picking the most effective
organizations. In an era of shrinking talent pools, the need is ever more pressing to
identify and mentor emerging leaders in nonprofit organizations with the opportunity
to make a difference. This session will feature a discussion and case study of funder
support for emerging leaders, with experts in nonprofit labour market and leadership
development.
Moderator:
Panelists:
Robin Cardozo, Ontario Trillium Foundation
Lynne Toupin, formerly of Human Resources Council for the NonProfit Sector
Julian Caspari, Schools Without Borders
Suzanne Gibson, consultant
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MONDaY, October 3
12:15 - 2:00
1:30 - 4:30
Buffet Lunch
Site Visits
Registered participants should meet at 1:15 pm in the lobby of the hotel for site visits.
Transportation departing promptly at 1:30 pm.
•
•
2:00 - 3:30
Trinity 2
Brickworks
The Remix Project
concurrent sessions
B2 More than a Drop in the Bucket: Funders and Global Water Issues
Join our discussion looking at how three very different foundations are responding to the
emerging water crisis around the world. This interactive and visually stimulating session
will highlight the work of a corporate funder, a small family foundation and an operating
foundation carrying out its own charitable activity. The panelists will discuss where they
see opportunities for action, examine in depth the role that a foundation can play on a
global issue, and provide examples of entry points for other foundations. Attendees will
take away a better understanding of the issues, compelling stories from the field, and
practical information on how to get engaged in a critical issue for a changing world.
Moderator:
Panelists:
Trinity 3
Tim Morris, Walter & Duncan Gordon Foundation
Shari Austin, RBC Foundation
Danielle Valiquette, One Drop Foundation
Connie Wansbrough, Harbinger Foundation
B3 Leveraging Impact: Philanthropy’s Role in Public Policy
Why should foundations engage in making change through involvement with public
policy issues? This session will explore several perspectives on foundations working in
the public policy realm. It will include examples of how foundations are leveraging their
knowledge, funds, and connections to advance change, and examples of how foundations
can engage with nonprofits to build their public policy capacity. It will also provide a
perspective on the opportunities, challenges, and paradoxes that are faced by nonprofits
hoping to influence public policy.
Moderator:
Panelists:
6
Colette Murphy, George Cedric Metcalf Charitable Foundation
Matthew Mendelsohn, Mowat Centre for Policy Innovation
Sandy Houston, George Cedric Metcalf Charitable Foundation
Allan Northcott, Max Bell Foundation
Frances Lankin, Commission for the Review of Social Assistance in Ontario
monday, october 3
D1 Beyond the Silver Bullet: Getting Serious about Social Change
Trinity 4
2:00 - 3:30
What does it take to move the needle on seemingly intractable social problems? Who
needs to be at the table and how do we engage them over the long-term? How do
we develop plans that are both sufficiently ambitious yet concrete enough to chart a
course? How do we effectively use evaluation and create a culture of learning? And
what are the new roles that foundations can play in facilitating change? Using both U.S.
and Canadian case studies, this panel will explore what is needed to address complex
challenges and achieve ambitious social goals.
Moderator:
Panelists:
Joanne Duhl, The Philanthropic Initiative (Boston)
Mark Kramer, FSG (Boston)
Eric Leviten-Reid, Tamarack Institute for Community Engagement
E1 What’s New in the World of Charity Regulation?
Trinity 5
2:00 - 3:30
A session on developments and updates in charity tax and regulation with a panel of
leading charity lawyers and the Director General of the Charities Directorate at Canada
Revenue Agency.
Moderator:
Panelists:
Hilary Pearson, PFC
Cathy Hawara, Charities Directorate, Canada Revenue Agency
Susan Manwaring, Miller Thomson LLP
Adam Aptowitzer, Drache Aptowitzer LLP
Open Space
3:30
Take a tour of our Philanthropy in Action Center on the conference level and see at
first hand some of the innovative projects of Canadian foundations.
Visit the sponsor and exhibitor display tables in the foyer.
Reception
5:30
Foyer
Focus on Philanthropy in Toronto
6:30
Grand Ballroom
Dinner
Introductory speaker: Martin Connell, Omega Foundation
Matt Galloway, host of CBC Metro Morning, will facilitate a conversation with three
Toronto nonprofit leaders: Nick Saul, The Stop, Deena Ladd, Workers Action Centre
and Che Kothari, Manifesto.
Sponsored by Deloitte.
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Detailed Conference Program
tuesday, October 4
7:30
8:30 - 9:45
Grand Ballroom
Registration and Breakfast
Plenary 2
Philanthropy, Civil Society and the Public Sector – Uneasy Partners?
Moderator:
Panelists:
Sandy Houston, George Cedric Metcalf Charitable Foundation
Tim Brodhead, formerly of the J.W. McConnell Family Foundation
Andrew Barnett, Calouste Gulbenkian Foundation (UK)
Sponsored by McLean Budden.
9:45
10:15 - 11:45
Trinity 2
Refreshment and Networking Break
concurrent sessions
A2 Social Capital: An Essential Asset to Meaningful Partnerships
As stakeholders in many social initiatives, foundations are well-placed to generate
networks of relationships with grantees and partners. By facilitating informal but
dynamic networks, they can foster a social capital built on trust, knowledge sharing, and
capacity building. Foundations can then capitalize on these high-quality relationships
to maximize the impact of their grants and non-monetary philanthropic activities. This
interactive, bilingual session will present different avenues (“social currencies”) used by
foundations to build social capital and explore how, as funders, we can work together for
the benefit of the communities we serve.
This session will be in French and English.
Moderator:
Panelists:
Trinity 4
Ode Belzile, J. Armand Bombardier Foundation
Lyne Lavoie, J. Armand Bombardier Foundation
Hélène Dufresne, Fondation Dufresne et Gauthier
Audrey Cole, The Paloma Foundation
C2 Social Finance: From Theory to Practice
Foundations in Canada have been challenged by the Canadian Task Force on Social
Finance to begin to invest more of their assets in ways that directly support their mission.
This could be through program-related investments (e.g. loans to charities), investments
in nonprofit loan funds or intermediaries, or equity investments in mission-related
companies. Join us to discuss the state of play in Canada for charities, intermediaries and
policy makers, a year after the Task Force made its recommendations and to hear some
practical examples of how innovative financing, driven by foundation investments, are
making a difference.
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Moderator:
Panelists:
Allyson Hewitt, SiG@MaRS
Tim Draimin, Social Innovation Generation
Nora Sobolov, Community Forward Fund
Pam Jolliffe, Boys & Girls Clubs of Canada
tuesday, october 4
C4 Research Partnerships: New Kids on the R&D Block?
Trinity 3
10:15 - 11:45
Strategic partnerships among researchers, funders and community organizations can
be very effective in bringing about policy or program change. Yet there are undeniable
tensions in the researcher/funder/user relationship that can make a partnership too
difficult to pursue. How do you negotiate mutually acceptable goals for a research
partnership? Can intermediaries help to bridge the different incentives and cultures?
How can funders help community players get their questions onto a research agenda?
Moderator:
Panelists:
Peter Warrian, Lupina Foundation
Anthony Tomei, The Nuffield Foundation (UK)
David Phipps, York University
D2 Beyond Social Media: Engaging Community
Trinity 5
10:15 - 11:45
Every day we hear something about social media (Facebook, Twitter) and how it can
be used to build support for initiatives and to engage communities more effectively.
But what does all of that actually mean? At their core, social media are tools. What
matters is how we use them and why. The question is, how can social media help you
achieve your mission goals? How do you shift your own organization to encourage
two-way conversations between people, and between people and your organization,
to expand your efforts quickly, easily and inexpensively.
Moderator:
Panelists:
Marco Campana, Maytree
Allison Fine, The Networked Non-Profit (U.S.)
Michael Fuhrmann, United Way of Greater Toronto
Site Visits
10:15 - 1:00
Registered participants should meet at 10:15 am in the lobby of the hotel for site
visits. Transportation departing promptly at 10:30 am. A bag lunch will be provided.
•
•
The Stop Community Food Centre
Regent Park
Bag Lunch/Table Talks
12:00 - 2:00
Grand Ballroom
Lunch will be served bag lunch style. Join colleagues at a table of your choice for a
discussion of philanthropic practice (see list of topics in conference kit).
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tuesday, October 4
2:00 - 3:30
Trinity 2
concurrent sessions
A3 Collaborations that Help Build Capacity: A Corporate Perspective
Capacity building is about ensuring a not-for-profit has the fuel to keep its engines running.
For funders, it means providing the right mix of resources to enable them to operate at
maximum capacity. For not-for-profits, it’s about educating everyone on the true costs
of keeping the lights on and what is needed to achieve mission. Are corporate funders
taking sufficient action to address this important issue? The PricewaterhouseCoopers
Canada Foundation has convened several inter-sectoral conversations in the past year to
promote better understanding of the need to invest in not-for-profit effectiveness. Come
and share your thoughts as you learn about how corporations see themselves playing a
part in this critical conversation.
Moderator: Panelists:
Trinity 3
James Temple, PricewaterhouseCoopers Canada Foundation
Diane Solinger, Entrepreneurs Foundation
Sarah Saso, Green Shield Canada Foundation
A4 The End of Lone Ranger Philanthropy?
Is there something special about being rooted in community to bring about successful
cross-funder collaboration? This session will explore how new approaches to collaboration
among diverse funders and sector leaders have led to innovation and community impact
locally, regionally (with a focus on the dynamic Waterloo region in Ontario) and across
Canada. The session will showcase recent ground-breaking collaborations among
funders (including public and private foundations, United Ways, community foundations
and government). Participants will engage in discussions of new and emerging trends in
collaboration and partnership in the sector; the lessons learned from recent experiences
with innovative approaches to collaboration; and the legal parameters and pitfalls facing
those eager to advance into a more collaborative approach to grantmaking. Learn about
why new forms of collaboration have taken root so successfully in communities, and
engage in an interactive discussion of the opportunities available to your organization.
Moderator:
Panelists:
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Blair Dimock, Ontario Trillium Foundation
Marc Langlois, Skipping Stones Consulting
Mark Blumberg, Blumberg Segal LLP
Tracey Robertson, Ontario Trillium Foundation
tuesday, october 4
B1 Cultivating Aboriginal Leadership: The Power and Potential of
Investing in People
Trinity 4
2:00 - 3:30
There is a very strong interest and desire by philanthropists in Canada to help make a
difference in the lives and communities of Aboriginal peoples. Funder conversations
have revealed both a strong interest in backing social entrepreneurs and a reluctance to
fund certain kinds of Aboriginal organizations, such as regional political organizations,
tribal councils and First Nations. Some foundations are choosing instead to invest
directly in people, through fellowships, or via other organizations adept at nurturing
leadership. This session highlights various and distinct foundation-driven initiatives –
all very recent – that support, nurture and profile leadership of Inuit, First Nations and
Métis individuals. Learn about what lessons have been gleaned from these experiences
and what gaps yet remain to fill for enterprising philanthropists.
Moderator:
Panelists:
Stephen Huddart, The J.W. McConnell Family Foundation
Daniel Brant, Dreamcatcher Fund
Elisha Muskat, Ashoka Canada
Nancy Karetak-Lindell, Walter and Duncan Gordon Foundation
Mark Podlasly, Action Canada Fellow
E2 Navigating Volatility: Investing and Disbursing in an Uncertain
Market
Trinity 5
2:00 - 3:30
In light of the volatile capital markets of the last few years, fiduciaries and portfolio
managers are paying closer attention than ever to the risks related to their investment
and disbursement strategies. A properly designed Investment Policy Statement and
Spending Policy will help provide a governance framework to keep the foundation’s
portfolio on-track. It will also help fiduciaries and investment committee members
focus on their long term objectives rather than reacting to short term capital market
behaviour. This session will feature an active conversation among three experienced
foundation investment managers and philanthropic advisors about the considerations
involved in achieving an organization’s disbursement goals in light of a risky market
outlook.
Moderator:
Panelists:
Sheila Norman, CGOV Foundation
Malcolm Burrows, Scotia Private Client Group
Donald Walcot, The J.W. McConnell Family Foundation
Howard Davidson, R. Howard Webster Foundation
Refreshment and Networking Break
3:30
Closing Plenary
4:00 - 5:00
National Chief Shawn A-in-chut Atleo, Chief from the Ahousaht First Nation and
National Chief of the Assembly of First Nations.
Grand Ballrooom
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Thank you to our sponsors
Thank you to our donors
CRB Foundation
Walter & Duncan Gordon Foundation
Counselling Foundation of Canada
The R. Howard Webster Foundation
Thank you to our conference volunteers
Amy Buskirk, Donner Canadian Foundation
Marco Campana, Maytree
Blair Dimock, Ontario Trillium Foundation
Joanne Duhl, The Philanthropic Initiative
Nathan Gilbert, Laidlaw Foundation
Marion Gracey, Muttart Foundation
Allyson Hewitt, SiG@MaRS
Margret Hovanec, Lupina Foundation
Michael Jones, George Cedric Metcalf Charitable Foundation
Angie Killoran, The Lawson Foundation
Bruce Lawson, The Counselling Foundation of Canada
Colette Murphy, George Cedric Metcalf Charitable Foundation
Sheila Norman, CGOV Foundation
Brad Offman, Mackenzie Financial Charitable Foundation
Peter Paul, Maytree
Ann Peters, Maytree
Mary Rozsa de Coquet, Rozsa Foundation
Jo-Anne Ryan, TD Private Giving
James Stauch, Walter and Duncan Gordon Foundation
James Temple, PricewaterhouseCoopers
Connie Wansbrough, Harbinger Foundation
Contact us
Philanthropic Foundations Canada
555 René-Lévesque Blvd. West
Suite 900
Montréal, Québec
H2Z 1B1
Tel.: 514-866-5446
Fax: 514-866-5846
E-mail : [email protected]