July 1998
Philanthropy Journal of North Carolina
11
Gilmour
CONTINUED FROM PAGE 10
• Encourage efforts to help people
break the addiction to tobacco.
In creating a “focus category” on
tobacco issues, the foundation would
be fulfilhng its mission of working for
the benefit of North Carolinians.
While acknowledging and
expressing appreciation to its ori
gins, the foundation through this
‘focus category’ would establish in
the public’s mind its own indepen
dence from the negative aspects of
the tobacco industry It would also
highlight the foundation’s determina
tion to ameliorate some' bf tobacco’s
ills even though those ills were not
actually created by the foundation’s
fine staff or board.
Fbr many in North Carolina and
the nation, such a forthright approach
to tobacco issues would make all of
the foundation’s work take on a new
and more consistent tone.
The annual report I read noted
that the foundation wants to “con
sciously create an environment
which is conducive to candidness.”
In stimulating me to write these
words, the annual report succeeded.
While regretting that the internal
response when I suggested this action
last year was a poUte lack of interest,
I know that people at the foundation
are the kind ^o do not shy away from
controversy or a challenge.
Yes, some of the activities I have
suggested have actually been
addressed indirectly through pro
jects the foundation has funded over
the years at Bowman Gray Hospital
and elsewhere, but I do not think the
wider public is aware of them or that
the projects are extensive enough to
separate in the public’s mind the
foundation from the negative aspects
of the tobacco industry
Today’s realities regarding tobac
co’s impact on our state and nation
call on us to do more and the best
Institution to initiate that process
would be the Z. Smith Reynolds
Foundation.
Changes made at Duke
University nonprofit program
Duke University’s continuing edu
cation program for nonprofit man
agers is going throu^ a management
change.
Don Wells, the director of Duke’s
certificate program in nonprofit man
agement, is giving up responsibility
for day-to-day operation of the
statewide program so he can spend
more time on long-term planning for
the program and on private consult
ing with nonprofits.
Wells has headed the nine-year-
old program since its founder,
Marilyn Hartman, left the job last
year to create a new Duke continuing
education program, known as Delta,
that focuses on training for business
es. Wells joined the nonprofit pro
gram four years as statewide coordi
nator.
The nonprofit management pro
gram is seeking a senior coordinator
to run it on a daily basis.
Giving
CONTINUED FROM PAGE 1
ever better efforts are made to record
the giving behaviors of other family
members in the household-the
greater amount of charitable giving
gets recorded in a survey.”
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Providing vision and philanthropic leadership to non-profit
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Board Development
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One Salem Tower, Suite 302 Campaign Surveys
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Tel 336.722.2371
Fax 336.724.7381
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Cannon Financial Institute
1998 School of Foundation Management
Oct. 25-30, 1998 • Kingston Plantation, Myrtle Beach, S.C.
At Cannon, we recognize the special talents and skills
necessarjr in the proper management of foundations
established for charitable purposes. With over thirty-five
years of practical training experience, and faculty who
work in various areas of the trust and financial services
industry. Cannon is uniquely qualified to provide a course
to deal effectively with the various aspects of foundation
management.
This course pro\1des the basics necessarj' for a fuller
understanding of the concepts which drive the decision
making process of charitable donors, thereby allowing
greater opportunities to effectively serve the providers of
charitable funds. Additionally, this program will offer the
necessary building blocks in the operational area to
assist management in establishing appropriate policies
for their boards, investment processes and evaluation
techniques for investable assets and a discussion of the
applicable tax issues which are part of the executive
director’s responsibilities. You will receive timely, practi
cal, dynamic ideas that work. It will be one of the best
weeks of your professional career.
Who Should Attend?
Trustees and Board Members
Executive Directors of Foundations
Foundation Personnel with Management Responsibilities
Trust Managers with Specialized Charitable vWeas who
want an inside exposure to the issues Executive
Directors of Foundations face
Business Development Officers
Key Benefits
Participants will leave with timely, effective, practical
ideas and understanding of efficient methods of
management applicable to charitable foundations.
Participants will have the opportunity to establish a
network for sharing ideas and maintaining contact with
other professionals in their field.
Participants will be afforded the opportunity to gather a
variety of checklists and resources for future use and
reference.
Curriculum:
Introduction; Overview of Endowments & Foundations, 2
hrs; Estate Planning, 5 hrs; Concepts & Taxation of
Charitable Trust, 2 hrs; CRAT’s CRUT’s Gift Annuities
and Pooled Income Funds, 4 hrs; Practical Applications
of Planned Giving, 4 hrs; Role of the Board & Staff, Ihr;
Public Relations and Marketing, 2 hrs; Responsible
Investing, 2 hrs; Spending Policy, Ihr; Market Timing vs.
Asset AUocation, 1 hr; Choosing & Evaluating a Manager,
Ihr; Role of the Consultant, 1 hr; Investments, 6 hrs; Tax
Issues, 4 hrs; Participant Activities, 2hrs
Faculty
Ken Brown
Senior Vice President and
Managing Director of
Charitable Fund Services
First Union Bank
Charlotte, NC
John Ferree
President
Scottsdale Memorial Health Foundation
Scottsdale, AZ
Roger Roemmich
Advanced Financial Strategists
Athens, GA
Class Schedule:
Registration and orientation Sunday afternoon; Class
begins Monday at 8:00 AM. The one-week session closes
on Friday at noon, following a comprehensive exam.
Attendance is mandatory at aU sessions.
Cost
An investment of $1,525 includes registration, tuition,
room, meals and all instructional materials.
Travel Arrangements
Call Cannon Travel Services at 1-800-775-8646 to
arrange your itinerary at the lowest possible price.
For more information please call (706) 353-3346.
□ Please enroll me in the School of Foundation Management at Kingston Plantation, Myrtle Beach, S.C., Oct. 25-30,1998
Mr. □ Ms. □
Cannon
FINANCIAL INSTITUTE
(706) 353-3346
FAk (706) 353-3994
Name (to be used on diploma)
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Financial Institution/Organization_
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Please list any Cannon Schools that you have previously attended:_