2016 CCP Philanthropy Luncheon & Conference

Friday, May 13, 2016 -
9:00am to 4:00pm EDT
Trumbull Marriott, 180 Hawley Lane, Trumbull, CT 06611
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For staff and trustees of grantmaking organizations, partners and invited guests

#CCPImpact | @CTphilanthropy

CCP's 2016 Annual Luncheon & Conference will bring together 250+ representatives of foundations, corporate philanthropy, community foundations and other philanthropic organizations, as well as partners and leaders from across the state. This year is the first full-day philanthropic conference hosted by CCP and promises to set the stage for our growing presence as the voice and leader of Connecticut’s philanthropic sector.



Full Conference: CCP Members - $100
Full Conference: Nonmember Grantmakers - $150

Luncheon Only: CCP Members - $65
Luncheon Only: Nonmember Grantmakers & CCP Partners - $75

Luncheon & Trustee Conversation: Trustees of Grantmaking Organizations - $75


9:00 - 9:30 am: Registration & Coffee
9:30 - 11:30 am: Morning Sessions >>
11:30 am - 12:00 pm: Networking & Luncheon Registration
12:00 - 1:45 pm: Luncheon & Annual Meeting with Keynote Ambassador James Joseph >>
2:00 - 3:30 pm: Afternoon Sessions >>
3:30 - 4:30 pm: Network Reception


Internationally acclaimed speaker Ambassador James Joseph will discuss his newest book, Saved for A Purpose, and the role of philanthropy in building and sustaining community in his keynote, "Building Community by Design: Philanthropy and the New Normal."

Ambassador Joseph is Professor of the Practice of Public Policy Studies and Executive Director of the United States – Southern Africa Center for Leadership and Public Values at Duke University. He is also an Honorary Professor and a member of the Board of Advisors of the Graduate School of Business at the University of Cape Town.

Ambassador Joseph has served four U.S. Presidents, beginning with President Jimmy Carter who appointed him Deputy Secretary of the Department of Interior in 1978, and including President Bill Clinton who appointed him the United States Ambassador to South Africa in 1996. He was also appointed to national commissions under President Ronald Reagan and the first President George Bush. In South Africa, he was the first and only American Ambassador to present his credentials to President Nelson Mandela. In 1999, President Thabo Mbeki awarded him the Order of Good Hope, at that time the highest honor the Republic of South Africa bestowed on a citizen of another country.

Ambassador Joseph has also had a distinguished career in business, education and organized philanthropy. From 1982-1995, he was President and Chief Executive Officer of the Council on Foundations, an international organization of more than 2000 foundations and corporate giving programs. He served as a Vice President of Cummins Engine Company and President of the Cummins Engine Foundation from 1971-1976. An ordained minister, he has taught at Yale Divinity School and the Claremont Colleges where he was also University Chaplain. In 1985, he was a Distinguished Visitor at Nuffield College at Oxford University.



#1: Funder Collaboration: Lessons Learned from the Early Childhood Funder Collaborative and the Field on Funders Working Together for System Change.

Presenters: Nancy Leonard, Senior Program Officer for Inspiring Equity, William Caspar Graustein Memorial Fund; Myra Taylor Jones, Executive Director, State of Connecticut, Office of Early Childhood; Richard Sussman, Director, Early Childhood Investments, Hartford Foundation for Public Giving; Carol O'Donnell, Executive Director, Early Childhood Funders Collaborative; Maria Sanchez, Director of Grantmaking & Community Investment, American Savings Foundation; Pat Bowie, author, Co-Creation: Viewing Partnerships through a New Lens.

Increasingly, philanthropy recognizes that it needs to move beyond supporting programs and grantee capacity to building systems to achieve impact.  However, sustained systems change requires cross-sector collaboration as well as building collaboration among funders.

  • What is the role of culture and norms in creating and sustaining this work?  
  • What is different when you are working toward system change?
  • What is a healthy life-span for a collaboration?
  • What keeps people at the table?

Join this dynamic conversation with lessons learned by the Early Childhood Funder Collaborative, a project of CCP and other experts in the field as we explore the challenges, opportunities and necessity of funder collaboration.

#2: Strive Partnership, Cradle to Career, Collective Impact: what does it all really mean and what is the role of philanthropy?

Presenters: The conversation will be supported by Jeff Edmondson, Managing Director of StriveTogether, with: Anthony Allison, Executive Director, Norwalk ACTS; Merle Berke-Schlessel, President and CEO, United Way of Coastal Fairfield County; Lori Hart, Executive Director, Bridge to Success Community Partnership; Mara Siladi, Cradle to Career Manager, United Way of Western Connecticut.

There is a lot of thinking, writing and talking about collective impact models but there are at least four communities in Connecticut that are doing this hard work.  Join leaders from Bridgeport, Norwalk, Stamford and Waterbury as they describe the process and structure necessary to support collective impact work that embraces a cradle to career model that portends real change in their communities.

#3: Recent Developments in Foundation Investment and Governance (10:00 - 11:30 am)

Presenter: Commonfund Institute - John S. Griswold, Founder & Senior Advisor
This session is for trustees, board members and senior leaders of grantmaking organizations.

What are the trends in investment, spending and governance at private and community foundations? How do your institution’s policies and practices compare with those of your peers?  John Griswold will review and analyze foundations’ investment returns, asset allocation, spending and governance practices using data from the 2014 Council on Foundations – Commonfund Study of Investment of Endowments for Private and Community Foundations (CCSF), and will lead a discussion on the topic among attendees. He will also review developments in foundation governance, including fiduciary issues and the impact of UPMIFA. Participant Learning Outcomes: 1. Learn about recent trends in investment, spending and governance at private and community foundations.  2. Learn how these trends differ among the 242 foundations covered in the investment study.  3. Probe into similarities and differences between individual institutions with respect to the trends.


#1: Fair Housing & Equity in Connecticut
Presenters: Erin Boggs
, Executive Director, Open Communities Alliance; Janice Elliott, Executive Director, The Melville Charitable Trust; Alicia Woodsby, Executive Director, Partnership for Strong Communities

Where you live affects your access to resources like thriving schools, safe streets, and healthy food. Areas with an abundance of these and other resources are “high opportunity areas.” Areas that need more of these resources are “low opportunity areas.” Access to opportunity in Connecticut varies significantly depending on race and ethnicity. Some racial and ethnic groups are much more likely to live in low opportunity areas: In Connecticut, 73% of Blacks and Latinos as compared to 26% of Whites and 36% of Asians. Join our guests as we discuss what role philanthropy can play in marrying up opportunity with where people live, work and go to school. What is philanthropy’s role in ensuring access to safe, affordable housing in Connecticut and how does this effect all other critical outcomes for children and families as well as our economy?

#2: Integration Nation: Immigrants, Refugees, and Connecticut at Its Best
Presenters: Susan Eaton, Director, Sillerman Center for the Advancement of Philanthropy, Brandeis University; Christina Ciociola, Senior Vice President, Grantmaking Strategy and Caprice Taylor Mendez, Strategic Program Manager, The Community Foundation for Greater New Haven; and Guests from Connecticut’s Immigration Strategic Funders Collaborative

Join author and scholar Susan Eaton as she brings her new book to life on what our Integration Nation looks like and portends for Connecticut. Learn also from members of Connecticut’s Immigration Funder Collaborative on their work and what they are learning about our history, our present crisis and our future. Susan will tell the story of how the opportunity of immigration and integration connect with areas such as economics, housing, health, education and the future of our communities. We will talk about what is happening on the ground in Connecticut and the need for all types of funders to come together to seize the new day in Connecticut with our growing immigrant populations who in a large and real way represent the path forward for our state.
“Susan Eaton has done invaluable work in documenting the revitalization of communities across the U.S. by immigrants and refugees. . . . In her enthralling journalism we hear the voices of immigrant families, see the cruel folly of anti-immigrant hysteria, and learn in a very concrete way that the survival of migrant communities is connected to the survival of all of us.” —David Bacon, author of Illegal People

#3 : Exploring the Boundary between Public Generosity and Family Privacy: an Interactive Case Study Session
Presenter: Amy Segal Shorey, Principal, GMA Foundations. Amy is a senior consultant and active grantmaking partner to seven foundations and philanthropic families. A director at GMA Foundations since 2000, she is known for assisting boards and staff in focusing on what matters most to them, in establishing foundation guidelines, planning for succession, and navigating board and family dynamics.

Foundations and families often struggle with the boundaries between public generosity and privacy. While some trustees are active and public philanthropists, others live modestly and do not wish to call attention to their wealth or their giving. Even members of the same family board may have differing perspectives and priorities. Explore the many sides of this highly personal decision in an engaging Foundations in Practices session, developed by GMA Foundations in partnership with the National Center for Family Philanthropy. Through a case study and small group discussion, participants will consider the merits of anonymous giving, of grantmaking with a strong communications component, and of an approach that balances the two. The experiences of two families serve as a framework for learning about approaches to analyzing this decision and to achieving board consensus.  Join us for honest conversation as we explore the boundary between public generosity and family privacy.


Registration cancellations must be received by COB on May 6, 2016 for a full refund; by COB on May 9 for a 50% refund.


Lead Sponsor:

Gold Sponsors:


Silver Sponsors:

Fairfield County's Community Foundation
Webster Bank

Bronze Sponsors:

Bank of America
Community Foundation of Northwest Connecticut
eBenefits Group Northeast
The Walker Group

The Philanthropy Luncheon & Conference offers sponsors a unique opportunity to connect and gain visibility with many of the leading philanthropic institutions in the State and with more than 3000 individuals through online and print communications. Please note that any new sponsorships will be matched $1 for $1 by the Newman’s Own Foundation. Learn more about the sponsorship opportunities >>


Contact Kevin Cifone, Executive Assistant/Office Manager, 860-525-5585.