National Center for Family Philanthropy
Calendar of Upcoming Events

CALENDAR OF UPCOMING EVENTS

September 2008

Executive Transitions: Helping Your Grantees Through Leadership Changes

According to a recent survey, 75 percent of nonprofit executive directors plan to leave in the next five years. What does this mean for the stability of your grantees, and what can you do to ease these transitions? Patrick Corvington, senior associate of the Annie E. Casey Foundation, will share strategies for how foundations, small or large, can engage grantees in conversation about succession planning and support their efforts during times of transition.

The Aspen Institute invites you to join a small group of peers from the Greater Washington, DC, Metropolitan Area for a unique and meaningful exploration of values and the purpose of philanthropy. Beginning in September 2008, and meeting quarterly through December 2009, The Aspen Philanthropy Seminar –Washington, DC, will convene a small group of philanthropists seeking:
          • a community of peers,
          • opportunities to explore ways that philanthropic giving can lend meaning.
          • ways to effect real change in the world.

Over 500 donors, trustees and staff of small-staffed foundations will gather for three exceptional days of learning and networking. Includes a keynote address by Ambassador James Joseph. Only happens once every two years!

October 2008

Engaging Stakeholders—Grantees and the Community—for Better Grantmaking

Courtney Bourns, Director of Programs for Grantmakers for Effective Organizations, will offer strategies for authentically engaging grantees and other community members to achieve your mutual goals. Mary Walachy, Executive Director of the Irene E. and George A. Davis Foundation, will share the story of Davis’ city-wide stakeholder engagement process. She’ll describe how the process led to important results and transformed the way foundation staff and family board members approach their work.

Who should attend?  Donors, current or future trustees, and staff from family philanthropies, including those new to grantmaking as well as those with long experience.

What is offered? Interactive sessions on such topics as: succession planning, engaging the next generation, handling family dynamics, building effective boards, successfully collaborating, and navigating transitions.

Why attend? Networking, learning and inspiration.

Register now.  For more information, visit the Connecticut Council for Philanthropy.

Plan now to join Family Office Exchange (FOX) for three days of wealth education, informative group discussion and lively interaction with your peers at the Fall Forum in Chicago. Features a keynote address by renowned political analyst and presidential advisor David Gergen. Of special note is a presentation devoted to the issues of sustaining a family legacy. For more information, contact Karen Rush at krush@familyoffice.com or 312.327.1211.

November 2008

The Annual Meeting is The Philanthropy Roundtable's flagship event. The meeting provides donors with extensive opportunities to network among fellow philanthropists and to explore new ideas, strategies, and best practices with leading experts. A broad range of topics are presented in small, intimate breakout sessions, discussion groups, and plenary sessions, providing attendees with the opportunity to create a unique experience tailored to their specific interests.

At the November 2008 Annual Meeting, Strengthening our Free Society, The Philanthropy Roundtable will highlight organizations that are achieving excellence in philanthropy, address philanthropic freedom and donor intent, and help donors advance liberty, opportunity, and personal responsibility, in America and abroad.

• An analysis of the 2008 election;
• A conversation with Ford Foundation President Luis Ubiñas;
• Insights from new IRS Commissioner Douglas Shulman, followed by IS President and CEO Diana Aviv’s keynote on the challenges facing our organizations and our communities; and
• An examination of the state of race and gender in America, using the historic 2008 campaign as a starting point.

Learn more, including descriptions of the four tracks of breakout sessions and special events such as the Public Policy Action Institute and the Global Civil Society Dinner.

More than 20 presenters will address topics ranging from models of engagement for maximum impact, women’s influence in giving to education, leadership, the real impact of collective giving, next generation donor engagement, philanthropy among women of color, and more. Review the program and register online at http://www.philanthropy.iupui.edu.