Philanthropy Southwest Connections

September 2015
In This Issue

Welcome to New and Returning Members

Bonfils-Stanton Foundation
(Denver, CO)

Carlsbad Community Foundation, Inc.
(Carlsbad, NM)

The Floyd Foundation
(Fort Worth, TX)

W.K. Kellogg Foundation
(Battle Creek, MI)

Kenneth King Foundation
(Denver, CO)

Merced Foundation
(Houston, TX)

The Cynthia and George Mitchell Foundation
(The Woodlands, TX)

Job Openings
 
Paso del Norte Foundation
El Paso, Texas

Greater Houston Community Foundation
Houston, Texas

Florida Philanthropic Network
Tampa, Florida

Have a job opening? Please let us know.
2015 Annual Conference
Check out the new opportunities this year
 
Join the fun by engaging in these activities at the Annual Conference:
  • The Doctor is In:  Opportunity to speak one on one (or in a small group) with an individual speaker for 30 minutes. Sign up at the registration desk. 
  • Connecting with others -- by granting focus:  Attendees will self-select from 5 granting areas by placing a colored sticker on their name tag. This will allow Conference participants to more easily identify with others having similar granting interests.
  • Twitter Contest: We will have a "Twitter Picture Contest" involving attendees taking pictures with various people and things. For example: picture with a speaker, picture with a new person you met at the Annual Conference, picture of a bell tower, etc. There will be prizes!
Please see us at the registration desk for details and sign-ups!

The current schedule of events, as well as speaker and travel information, is available in the Annual Conference section of our website, which is continuously updated with the latest conference details. We look forward to seeing you in New Mexico!
 
The hotel block at the Eldorado is full. Contact our offices if you need a room and would like to be added to the waiting list. If you have a reservation which you will not need, please contact our staff before cancelling.
Community Foundations Pre-Conference Workshop
There is still time to register!
 
Have you made plans to attend October 21 - 22 for the 
Community Foundations Pre-Conference Workshop? This is a unique and intimate workshop specifically designed for community foundations staff and trustees and features speakers from Monitor Institute, CF Insights, and others. There will also be networking opportunities to connect with your peers and informal activities over refreshments and dinner on Wednesday (October 21) evening. Click here to learn more and register. This program is free to all who have registered for the full Annual Conference.
Get on the Map
at the 2015 Annual Conference

The Foundation Center's Manager, Electronic Reporting Program C. Davis Parchment will be in attendance Thursday and Friday, October 22 - 23 at the 67th
Annual Conference to help your foundation "Get on the Map." The mission of Get on the Map Campaign -- a joint project of Philanthropy Southwest, Foundation Center and the Forum of Regional Associations of Grantmakers -- is to improve the quality, timeliness, and availability of rich grant data for and about funders in our region.
Good Governance
The Inside Track on Succession Planning
 
Just as family businesses need to plan for succession, so do family foundations. This presentation will explore the options for continuing, dividing or terminating a family foundation. There will be a particular focus on the federal income tax rules that must be followed to avoid significant penalties, starting with a primer on the six foundation excise taxes and the various ways to restructure to avoid taxes. Following, a case study approach will be used to address succession. Register now.

When: Monday, November 9, 3:00 - 5:00 p.m.

Presenters: Mike Bourland, Founding Shareholder, Wall, and Wenzel, P.C.; Ramsay Slugg, Managing Director, US Trust

Also, be sure to visit the Events section of our website often as it is continually updated with the latest educational program offerings.
Lemonade Day
May 1, 2016, Houston, TX

In May of 2010, Philanthropy Southwest, Philanthropy Roundtable and the Holt- house Family Foundaton co-sponsored a program in Houston. Lemonade Day was still in its infancy, having just been founded three years prior, but had quickly taken hold in cities across the United States. Its biggest growth was still to come.
 
Created by tech entrepreneur Michael Holthouse, Lemonade Day teaches kids about business by helping them start one. The idea occurred to Mr. Holthouse when his own child started a lemonade stand. After an afternoon of hard work, the returns were less than stellar. Though he had already experienced success in business, he realized that entrepreneurs are not born, they are made.
SHORT TAKES 
Member Happenings  

After leading The Trull Foundation (Palacios, Texas) as executive director for 19 years, Gail Purvis will retire December, 2015.  The board and staff are excited about welcoming Lisa Harrison as the new executive director as of September, 2015. "My years with the Foundation have been filled with wonderful cherished relationships, learning and experiences" said Ms. Purvis. "The Board and I feel very confident that Lisa possesses the special skills needed to carry on the mission of The Trull Foundation." 

In August, Susan Connell joined Houston Endowment as director of finance. Ms. Connell joins Houston Endowment with over twenty years of financial management experience. She most recently served as vice president and chief financial officer of Hilcorp Ventures, Inc. A private foundation, Houston Endowment awards approximately $85 million each year to charitable organizations serving the greater Houston area.   
 
Foundation News 

The Bernard and Audre Rapoport Foundation, Cooper Foundation and Waco Foundation have made a combined gift of $325,783 for the Doris Miller Memorial project in Waco, Texas. Doris Miller was the first African-American to be awarded the Navy Cross. He received the award in 1942, after completing several acts of valor during the Pearl Harbor attack. Waco Cultural Arts Fest commissioned the Doris Miller Memorial project in 2011. "This is an important project to honor Doris Miller and all who have served our country," said Ashley Allison, executive director of Waco Foundation. Read more.

The Arizona Center for Civic Leadership, administered by the Flinn Foundation, has selected 33 Arizonans for the 2015 cohort of the Flinn-Brown Civic Leadership Academy. The Center was launched in 2010 to strengthen civic leadership throughout Arizona. The newest Flinn-Brown Fellows come from urban centers and rural communities throughout the state and represent many leadership and professional experiences. "Flinn-Brown is an exciting opportunity for leaders across Arizona to increase their knowledge, skills, and networks for state-level public service" said Nancy Welch, vice president of the Flinn Foundation. Read More.

To read more member news continuously added to our website, click here.
UPCOMING EDUCATIONAL PROGRAMS

Don't forget to visit Philanthropy Southwest's upcoming events listing.

About Us

Philanthropy Southwest actively promotes opportunities to exchange ideas, build relationships and advance philanthropic excellence. Founded in 1949, Philanthropy Southwest is the most enduring association of grantmakers in the United States, providing timely information and connecting colleagues across the region to help them thrive and succeed in their work. Philanthropy Southwest connects trustees and staff with foundations in Arkansas, Arizona, Colorado, Nevada, New Mexico, Oklahoma and Texas. We are dedicated to fostering a welcoming environment with members who generously help other members, working together toward a better future.  

 

For more information, visit  www.philanthropysouthwest.org  

 
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