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Check Out the Refreshed Website

Check Out the Refreshed Website. What’s New with National Standards. What are the National Standards?. ™. We do this in two ways: We create standards for operationally and legally sound community foundations.

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Check Out the Refreshed Website

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  1. Check Out the Refreshed Website

  2. What’s New with National Standards

  3. What are the National Standards? ™ • We do this in two ways: • We create standards for operationally and legally sound community foundations. • We lead community foundation staff and boards through the process of achieving operational excellence. The National Standards for U.S. Community Foundations is an accreditation program that promotes operational effectiveness to foster excellence in community philanthropy. • With confidence in their operations, community foundations can innovate and take risks necessary to solve complex social problems.

  4. Who runs National Standards? The Community Foundation National Standards Board (CFNSB) carries out and advances the National Standards for U.S. Community Foundations™ accreditation process by ensuring the integrity of the process and building the value of confirmation of compliance for the community foundation field and greater community.

  5. National Standards History Late 1990s What is a “community foundation” conversation percolating The Community Foundations Leadership Team – formed within the Council on Foundation – organizes the creation of an accreditation program Early 2000s National Standards for U.S. Community Foundations adopted by the CFLT and Council Board At annual conference the field discussed program admin resulting in the Standards Action Team C.S. Mott Foundation, W.K. Kellogg Foundation support Standards humble beginnings National Standards program administered by peer reviewers and SAT The first community foundations submit their intent to comply. CA, IN, WI in-state programs recognized by National Standards

  6. The submission process takes so much time! We know but reconfirming will be much easier.

  7. 2006: The Pension Protection Act Passes

  8. National Standards History The program is revised to reflect the Pension Protection Act. CF leadership & COF agree that the program needs administrative support that will have costs if the program will continue to be a success. 2009 Community Foundation National Standards Board becomes a Type I Supporting Organization of the Council on Foundations to carry out advance the program 2013 SAT revises from 41 National Standards to 26 National Standards based on input from the field 2014 COF Board approves the Standards Action Team’s 26 National Standards and the CFNSB Process Revisions Committee streamlines the process and revisions presented at the October COF CF Conference in Cleveland 10/19-22 2015 Revised National Standards Program launches

  9. Who Participates in National Standards? • meeting the definition of a public foundation with component funds 500 66% of all U.S. Community Foundations Approx

  10. Why is the Program Valuable? Preparing and completing the submission provides a roadmap for establishing and implementing legal, ethical, and effective practices that withstand the scrutiny of donors, government and media. IRS Audit Opinion to the Editor Legislative and Regulatory Scrutiny

  11. Why is the Program Valuable? . Accreditation Benefits Training for your staff and board through National Standards guidance on the website and ongoing webinars and trainings Legal guidance from attorneys including sample policies and answers to your foundation’s legal questions related to accreditation. Communications toolkit for highlighting the value of accreditation to your community. Displaying the National Standards logo that symbolizes organizational excellence on your communications materials and on Guidestar.

  12. Why is the Program Valuable? Recognition from Policymakers & Regulators Legislators and regulators at the local, state, and federal level recognize National Standards as a way to evaluate community foundations. Iowa, Kentucky, and Maryland, already recognize National Standards with tax credit legislation connected to donations to community foundations with accreditation. Several other states are also working on passing legislation. California law permits accredited community foundations to be eligible managers of land trust endowments. Accredited community foundations receive bonus points when applying for the HUD Secretary’s Award for Public-Private Partnerships.

  13. But is that enough? NO

  14. Let’s Discuss Revisions! September 2014

  15. Revisions Goals Program Excellence:Maintain Rigor of Standards User Experience: Reduce Administrative Burden

  16. What We Know

  17. What We Know

  18. What We Know

  19. What We Know

  20. Balancing Act

  21. How Would You Feel if I Said 4126

  22. How Would You Feel if I Said

  23. How Would You Feel if I said

  24. How Would You Feel if I said Easy Updates Online Annual Only update what’s changed Respond to changes in law

  25. How Would You Feel if I Said

  26. How Would You Feel if I said

  27. Remember Revisions Take Effect in 2015 HOWEVER YOU HAVE TIME! They are applicable to your next accreditation cycle 2010-2015 2011-2016 2012-2017 2013-2018 2014-2019

  28. National Standards Board Certification Application System Overview2014 Fall Conference for Community FoundationsNovember 2014Alex FrommImplementation Analyst Application Systems powered by WizeHive

  29. The new process considers three types of users: Applicants: Those completing the Certification Application Reviewers: Those reviewing the submitted Certification Applications Administrators: Those monitoring application submission, payment, review and status Today’s presentation focuses on the Applicant and minimally on the Reviewer Application Systems powered by WizeHive

  30. What does the new Application consist of? Signup/Login Page – you can sign up and save a draft and return to continue completing your application Instructions Accreditation Registration Legal required upload fields National Standards – one page per standard Data Collection Review Submit Request for Payment is issued by email Application Systems powered by WizeHive

  31. Signing Up Sign Up or Login Application Systems powered by WizeHive

  32. Instructions Instructions Application Systems powered by WizeHive

  33. Standards Standards Application Systems powered by WizeHive

  34. Data Collection Data Collection Application Systems powered by WizeHive

  35. Review Review Application Systems powered by WizeHive

  36. Submit Submit Application Systems powered by WizeHive

  37. What reviews are performed? Review Cycle Legal Review Peer Review Director Review Applicant review of Final Comments Applicant Response This cycle can occur 3 times. If the applicant goes through the 3rd cycle with some comments still outstanding, the National Standards director will confer with the Applicant in order to clarify what is still outstanding. Application Systems powered by WizeHive

  38. Review Legal and Peer Review Application Systems powered by WizeHive

  39. Review Legal and Peer Review Application Systems powered by WizeHive

  40. Review Legal and Peer Review Application Systems powered by WizeHive

  41. How does an Applicant Respond to Comments? Applicant logs back in to the Certification Application URL Selects Applicant Response Reviews Review Comments Enters their Response Submits their Response Application Systems powered by WizeHive

  42. Applicant Response Applicant Response Application Systems powered by WizeHive

  43. Once Approved, what happens? Applicant receives email confirmation that their application is approved Applicant receives link to License Agreement Application is moved to Reconfirmation Applicant prepared what has changed in the last year Applicant submits what has changed no later than 90 days prior to their accreditation end date Application Systems powered by WizeHive

  44. Applicant Approval Applicant Approval Application Systems powered by WizeHive

  45. Mark Your Calendars Check Out the Online Application January 2015 www.cfstandards.org

  46. Hi, I’m a nerd, and I’m here to help. Lara Kalwinski, Esq. Policy and Strategy Associate Director of National Standards 703-879-0672 submissions@cfstandards.org Experience and Training • Legacy Foundation, Indiana • PHJC Foundation, India • Urban Enterprise Association, Indiana • JD/MPA from Indiana University • Admitted, Illinois Bar • Continuing Legal Education Instructor

  47. Benefits of Accreditation • Training for your staff and board through National Standards guidance on the website and ongoing webinars and trainings • Legal guidance from attorneys including sample policies and answers to your foundation’s legal questions related to accreditation. • Communications toolkit for highlighting the value of accreditation to your community. • Displaying the National Standards logo that symbolizes organizational excellence on your communications materials and on Guidestar. Who’s accredited? 500 Accredited Community Foundations 66% of all U.S. Community Foundations 94% of the 25 Largest Community Foundations Approx • Recognition of Accreditation from Policymakers and Regulators • Legislators and regulators at the local, state, and federal level recognize National Standards as a way to evaluate community foundations. • Iowa, Kentucky, and Maryland, already recognize National Standards with tax credit legislation connected to donations to community foundations with accreditation. Several other states are working on passing legislation. • California law permits accredited community foundations to be eligible managers of land trust endowments. • Accredited community foundations receive bonus points when applying for the HUD Secretary’s Award for Public-Private Partnerships.

  48. Check Out the Refreshed Website

  49. Let’s Keep in Touch What’s Next with National Standards Presentations Online Council on Foundations Webinar recorded and posted online at www.cfstandards.org under events 2015 We will begin webinars and conversations about how to use the online program Stay tuned for more opportunities at www.cfstandards.org

  50. Questions Web Resources www.cfstandards.org www.cof.org Call: (703) 879-0672 Direct (800)-673-9036 • E-mail: • submissions@cfstandards.org

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