October 15th - Family Foundations & Trusts: Navigating Opportunities and Challenges

  • October 15, 2019
  • 11:30 AM - 1:00 PM
  • Centre Club, 123 South Westshore Blvd, Tampa FL 33609
  • 107

Registration


Register

Family Foundations & Trusts: Navigating Opportunities and Challenges 

A Panel Discussion


Sandy Rief, Attorney

 Board Member, Frank E. Duckwall Foundation



Duggan Cooley

Executive Director, Pinellas Community Foundation


Laura Jenkins

President and Chairman of the Board, Margaret Ewell Dickins Family Foundation


In this discussion, panelists representing distinctly different foundations and trusts share their expertise on approaching them for support. Moderated by Duggan Cooley, CEO of the Pinellas Community Foundation, guests will learn how family foundations set their funding priorities, how to connect with family foundations, and panelists will share the good, the bad, and the ugly of working with nonprofits.


Tuesday - October 15, 2019

11:30 AM - 1:00 PM

Doors open at 11:30 AM

11:30 Networking
11:45 Announcements
12:00 Program

Regular Meal & Gluten Free Meal

 Chicken Athena | Stuffed with Spinach, Artichoke, Feta Cheese and Lemon Juice with Lemon Cream Sauce topped with Toasted Almonds and Feta Cheese 


Vegetarian: 

 Impossible Bolognese | Penne Pasta, Plant Based Protein, Red Wine Marinara & Parmesan Cheese 


PLEASE NOTE: Once a meal choice has been made, it CANNOT be changed the day of at the luncheon.  Food service has been extremely delayed at the past few meetings for a number of our guests due to attendees changing their meal or sending their meal back for changes. Applied for 1 hour CFRE Credit


MEETING FEE

$25.00 for Members

$40.00 for Guests

Payments may be paid in advance or at the door.  Reservations after 12 PM on the Friday before the meeting, and walk-ins, are charged $40 at the door.  No shows will be billed. 

Frank J. “Sandy” Rief, III - Estate, Trust, Tax and Philanthropic Law

Frank J. “Sandy” Rief, III is a graduate of Wake Forest University (B.A., 1966 Cum Laude), University of Florida Spessard L. Holland Law Center (J.D., 1969), New York University (LLM, in Taxation, 1971).

Mr. Rief is a member of The Florida Bar (1969) and the District of Columbia Bar (1971). Mr. Rief is a Life Member of the American Law Institute, a Fellow of the American College of Trust and Estate Counsel, a Fellow of the American College of Tax Counsel, a Fellow of the American Bar Foundation and a Director of the Small Business Council of America.

Mr. Rief is currently serving on the Boards the Straz Center Foundation, the Poynter Foundation, the Frank E. Duckwall Foundation, the Henry B. Plant Museum and as a Director of Cafe` con Tampa.  He has served as the Chair of the All Children’s Hospital Foundation (2002-2004), the Community Foundation of Tampa Bay (2004-2006) and the John and Mable Ringling Museum of Art Foundation (2007-2009).

Mr. Rief currently serves as General Counsel to the Community Foundation of Tampa Bay and Counsel to the Tampa Bay History Center Foundation.

Pinellas Community Foundation (PCF) is proud to have Duggan Cooley on board as the fourth executive director since the foundation’s inception in 1969. Appointed in October 2016, Cooley is a long-time resident of Pinellas County, and comes to PCF with a robust career in nonprofit leadership and fundraising including work in nonprofit startups, organizational mergers, as well as public policy development and advocacy.Prior to PCF, Cooley served as president of United Way of Pasco County, where he was responsible for leading the organization through a transformative position in the community.

Cooley also served as the President/CEO of Religious Community Services, Inc. (RCS), a Pinellas organization that provides human services for more than 90,000 people annually.

Executive Director Cooley brings extensive community leadership experience to Pinellas Community Foundation through his service on a variety of nonprofit executive boards including the Pasco Economic Development Council, Pinellas County Homeless Leadership Board, Pinellas County Coalition for the Homeless, Rotary Club of Trinity, Pasco Rebuilds Together, United Way of Florida. He is a past president of Leadership Pinellas and a graduate of Leadership Pasco.

Cooley is glad to be back in working in Pinellas County where he enjoys outdoor activities including fishing and hiking; he is an avid SCUBA diver and travels with his family to enjoy the sport. He’s also a devoted college football fan and a dedicated fan of the Florida Gators.

Cooley holds a Master of Nonprofit Administration from the University of Notre Dame as well as degrees in Psychology and Classics from the University of Florida

Laura Jenkins is the daughter of the late Margaret Ewell Dickins. The Margaret Ewell Dickins Family Foundation was created at the time of her passing in October of 2000. Mrs. Dickins was deeply involved in all manner of charity and philanthropic work. She was a Boley Angel, very active in the Stuart Society and a very loyal supporter of the SPCA, among other organizations she participated in. She had sincere compassion for animals, women and children as well as a passion for the arts. Laura's mission for the Foundation is to continue making contributions in her mother’s memory to create a legacy of love and peace for all of humanity.

Interested in a Membership Orientation?

Contact Danna Bramlett, Membership Chair, at Danna.bramlett@zootampa.org.  She will schedule a Webex/Phone review of the content at your convenience.



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