Management Series

Granting in 2020: COVID-19, DEI Initiatives and More

Foundations continue to encounter operational challenges as the year continues and the industry works to support student health and safety. This panel of industry attorneys will answer timely questions, such as:

  • Are direct expenses such as facemasks or PPE stations grantable as a way to help our chapters or our chapter house corporations?
  • Is training staff, volunteers and undergraduates on health and safety protocols associated with COVID deemed “educational”?
  • How can Foundations ensure they continue making annual programming grants this year – even if the programs/resources being funded by the grants are delivered virtually?
  • Is there any danger (or benefit) to an educational program grant if the experience is 100% virtual?

If a Foundation is considering a one-time reallocation of restricted educational dollars because of COVID, how should a board best document this decision? How else are non-profits justifying unique granting decisions that, in a normal year, might be considered outside of a donor’s original intent?

Speakers: John Christopher, Partner, Fraternal Law Partners; Heather Moore, Counsel, Faegre Drinker; and moderator Phil Fernandez, Chief Foundation Officer, Beta Theta Pi Foundation


Data Management and Security

This session will give practical tips and share best practices for data management and security on a personal level, which then informs data management and security on an organizational level.

Learning Objectives:

  • Participants will gain an understanding of their personal outlook on data management and security.
  • Participants will be able to verbalize how their personal outlook on data management and security informs their practices.
  • Participants will be able to identify solutions and healthier ways of being when it comes to data management and security.

Handout: Privacy Landscape

Speakers: Ron Pelletier, Founder, Pondurance; and Matthew Dempsey, Consultant, Computer System Innovations, Inc.