LEARNING FORUMS

BORDER COMMUNITY FOUNDATIONS AND FAMILY ASSET BUILDING

A Border Philanthropy Partnership Learning Forum
November 9-10, 2005
National City, California
San Ysidro, California

Meeting Objectives:

(1) To improve the capacity of border community foundations to be catalysts for Family Asset Building in the border region; to identify and mobilize additional resources for family asset building; and, to provide effective grant making and other support to non-profit service providers.

(2) To improve the capacity of lead border nonprofit organizations to provide effective family asset building services and advocate for policy change.

TUESDAY, NOVEMBER 8, 2005 – HOLIDAY INN, NATIONAL CITY
700 National City Blvd.
National City, CA 91950

2:30-5:30 pm Pre-Session: Using Data for Border Family Economic Success
Steven Holt-Holt Solutions
Steve will present results of 2005 tax campaign border data (NTA) and discuss implications for planning, training, and troubleshooting.

Bayview Suites Hotel (across the street from Holiday Inn)

5:00- 6:00 pm. Registration in Holiday Inn Lobby

6:00 pm Meet in Lobby for walk to dinner at South County Regional Educations Center, 800 National City Blvd.

6:30 pm Late Flight Arrivals Meet in Lobby for walk to Dinner

7:00 Dinner for all participants. Welcome to National City, California with Robert Paz, Deputy Director of Economic Development, City of National City.

WEDNESDAY, NOVEMBER 9, 2005 – HOLIDAY INN, NATIONAL CITY

8:00 am Breakfast – Holiday Inn Coronado Room

9:00 – Welcome: Bob Dunn, President of the Synergos Institute
Introductions: Ana Marie Argilagos, Annie E. Casey Foundation
Agenda Overview – Judy Harper, Synergos Institute

9:30 – 10:30 Step one: "Think Family Economic Success"
"The Money Trap" -DVD
Ana Marie Argilagos, Annie E. Casey Foundation,
Dennis Campa, Department of Community Initiatives, City of San Antonio and Mariano Diaz, San Diego Foundation

10:30– 10:45 Break

10:45 am – 12:15 Step two: Set out on the FES Program Design Road Map
Community Foundation and Nonprofit Peer Learning Groups

Group 1: San Diego Foundation, CF for Southern Arizona, New Mexico CF, CF of Southern New Mexico and Yuma CF and partners.
Facilitator: Jim Bliesner

Group 2: Cochise CF/ACF, Santa Cruz CF, Frontera Women's Fund, Laredo CF, Texas Valley CF and Brownville CF and partners
Facilitator: Rebecca Reichmann

In this peer learning group session of Border Community Foundations and Nonprofit Partners, facilitators will build on the homework assignement to help you consider the community foundation Family Economic Success (FES) catalysts and potential time commitment and the community place and population targets.

12:15 noon – 1:15 pm Luncheon and Keynote Address
Dr. Barbara Robles, Arizona State University
From Realities to Hopes, Dreams and Opportunities: Family Economic Success in Border Communities

1:15 – 1:30 pm Break

1:30 – 3:00 pm Step Three: Do your FES diagnostic
Community Foundation and Partners Peer Learning Groups

Group 1: Same as above. BayVIEW Suites- USS Horn Room

Group 2: Same as above. Holiday Inn-Nautilus Room

In this peer learning group session, participants will once again divide into two groups and work collectively (with facilitator support) to consider priority outcomes and indicators for each region. Please bring your workbooks with you.

3:00 – 3:15 pm Break

3:15 – 5:00 pm Step Four: Commplete the FES Program Design Road Map

Group 1: San Diego Foundation, Arizona CF, CF for Southern Arizona, New Mexico CF and Yuma CF.

Group 2: Cochise CF, Santa Cruz CF, Frontera Womens Fund, Laredo CF, Texas Valley CF and Brownsville CF. Community Foundations Only.

In this COMMUNITY FOUNDATION peer learning session, the facilitators will address the questions of how? with whom? and with what resources? The community foundations will design their FES strategy and map resource, paying special attention to sustainability. This session will continue Thursday morning.

Group 3: Nonprofit partners report to thenonprofit track

6:30 pm Meet in Lobby for Buses to Dinner at Zorba’s in Chula Vista

THURSDAY, NOVEMBER 10, 2005 – CASA FAMILIAR, SAN YSIDRO, CA

8:00 am Buses leave from Lobby to Casa Familiar in San Ysidro (619) 428-1115

8:30 – 9:30 am Desayuno Mexicano. Breakfast and Presentation by Andrea Skorepa, Casa Familiar, Welcoming Remarks
Video Presentation of Earn it, Keep it, Grow it: Success Stories from South San Diego County


9:30 am - 10:30 am Step Four: Complete the Program Design- Continued

Community Foundations will finalize their FES initiative discussions in preparation for presentations before a panel of non-profit "real-time consultants" in the final session

Group 3: Nonprofit partners report to the nonprofit track

The border nonprofit organizations will consider and discuss a case study of coalition building for Family Economic Success.
Led by Midaela Seligman, New Eyes Consulting.

10:30-11:30– Presentations of Five FES initiatives
Plenary Session - Community Foundations and Nonprofit Organizations

Both, an established and an emerging CF, will present their proposed FES initiatives. Following the presentations,a panel of non-profit "real-time consultants" will provide feedback and suggestions on the proposals.

11:30 am 12:00 noon – Networking and Break

12:00 – 2:00 pm Luncheon and Keynote Address
Welcome by Bob Rosenbloom, JP Morgan Chase Foundation
Diana Campoamor President, Hispanics in Philanthropy
Building Border Community Philanthropy for Family Economic Success

2:00– 2:30 Bus back to hotel and departures to airport

2:30-4:00 Post-Session forSouth Texas and San Diego participants: Working Group on Building a Family Economic Success Coalition

6:30 pm Texas Community Foundation meet in Hotel Lobby for dinner.