March 2020 Board Meeting
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3/12/2020 to 3/13/2020
When: Thursday, March 12, 2020
Where: Le Meridien Columbus, The Joseph
620 North High Street
Columbus, Ohio  43215
United States
Contact: Bree Angelo
312.265.2996


Online registration is closed.
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Schedule of Events

Thursday, March 12

8:00 - 9:30am
Joint Executive Committee

Room: The Robinson
9:30 - 10:00am
Coffee Break & Registration

Room: Coleman Pre-Function
10:00 - 11:00am
Membership Committee

Room: The Robinson
Program & Education Committee and Summer Symposium

Room: Michael B Coleman Salon III
11:00am - 12:00pm
Resource Development Committee

Room: The Robinson
Marketing Committee

Room: Michael B Coleman Salon III
12:00 - 1:00pm
Lunch

Room: Michael B Coleman Salons I & II
1:00 - 2:00pm
Education Session: Income Inequality
Moderated by Kim Horton, The Hodge Group and Karin VanZant, CareSource

Room: Michael B Coleman Salons I & II

As of 2018, the industry of philanthropy occupies 2% of the GDP while the support of poverty initiatives occupies 4%. What effect does the philanthropic industry have on poverty and how can that be measured? We will be joined by Karin VanZant, CareSource Vice President and Executive Director of Life Services. Karin is a nationally sought-after poverty expert and offers her expertise to effect change everywhere from the classrooms where she teaches, to her program development at CareSource, and all the way to Capitol Hill. She and Kim Horton from The Hodge Group will co-facilitate this data-driven, thought-provoking session which will invite each of us to consider how we, as industry experts, can consider our roles in effecting change among the organizations we are privileged to serve.
2:00 - 2:15pm
Networking Break
2:15 - 3:15pm
Education Session: Myth of the Tainted Gift
Speakers: AJ Casey and Nanette Maciejunes. Moderated by Laura MacDonald, The Benefactor Group

Room: Michael B Coleman Salons I & II

Nonprofit organizations come under the microscope when an individual donor makes untenable demands, or a corporate supporter falls from grace. How can we counsel our clients to develop proactive policies and respond to public pressure? Are the moral obligations different for an art museum than they are for a social justice movement? Why is it okay to accept gifts from the foundations of long-dead scoundrels, while living donors attract greater scrutiny? Two veteran nonprofit leaders will explore these questions and more, and share how they've navigated these challenging situations.
3:15 - 3:30pm
Networking Break
3:30 - 5:00pm
Education Session: Intellectual Property
Presented by Susan Rector, Peterson Connors

Room: Michael B Coleman Salons I & II

Your firm's intellectual property is one of your most valuable assets. But what can be protected, and how? Susan Rector has more than 30 years of experience helping firms protect intangible assets and create value. She is also a dedicated civic leader, serving on numerous nonprofit boards. She will discuss copyright, trademark, what can be protected (and what can't) and how to best be prepared to enforce your rights, including specific examples from The Giving Institute consulting and technology firms.
6:00 - 9:00pm
Cocktail Reception & Dinner
Juniper Rooftop
580 N 4th St, Columbus, Ohio

Purchase member ticket ($150)
Purchase guest ticket ($150)


Friday, March 13

8:00 - 8:30am
Breakfast

Room: Michael B Coleman Salons I & II
8:30 - 9:30am
The Systems that Manage Our Firms
Presented by Steve Beshuk, The Benefactor Group

Room: Michael B Coleman Salons I & II

The goal of this session is threefold. We want to better understand: 1) the systems that we use to manage our firms–a "state of the GI Industry;" 2) how our firms compare to each other and with professional services firm across the consulting industry; and 3) how we can learn from each other.
9:45 - 10:45am
Giving USA Foundation Board Meeting

Room: The Hamilton
10:45 - 11:45am
Giving Institute Board Meeting

Room: The Hamilton


Hotel

The March Board Meeting will take place at the Le Meridien Columbus, The Joseph, Columbus, OH. The room block is now closed. Please contact the hotel directly at 888-236-2427 to receive the best available rate.  

Policies

Refunds, minus a $25 administrative fee for all events for which a fee was charged, will be issued on written cancellations received on or before Friday, February 14, 2020. Phone cancellations WILL NOT be accepted. Registrants assume full responsibility for notification to and verification of receipt by the Giving Institute 2020 March Meeting. Refunds will be processed 2-3 weeks after the meeting.

Refunds or credits will not be given for failure to attend, late arrival, flight/transportation cancellations, unattended events or early departure. In the rare event of a meeting cancellation, Giving Institute is not responsible for nor will provide refunds for costs associated with travel, airfare, hotel or transportation costs incurred by the registered attendee. It is always recommended that the registrant considering purchasing independent travel insurance.

Giving Institute registration fees are not tax-deductible as a charitable contribution but may be deductible as a business expense. Consult your tax advisor.

Registration and attendance at or participation in the GI March Meeting constitutes an agreement by the registrant to GI's use and distribution (both now and in the future) of the registrant or attendee's image or voice in photographs, videotapes, electronic reproduction and audiotapes of such events activities.

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