New @ the National Center - June 2011
E-newsletter Article,
June 2011
Featured this month are updates on staffing news at the National Center, upcoming events in our Family Philanthropy Teleconference series, including two new calls scheduled for July and September, new resources in the Family Philanthropy Online Knowledge Center, and updates on other exciting events in the field of family philanthropy…
The National Center has always been fortunate to have strong volunteer leadership and to rely on a group of very talented, experienced staff members. Beginning this summer, one of our staff members will be making a transition in how she will continue to provide very special leadership for the field she cares deeply about.
And the end of this month, Susan Price, National Center vice president, will be returning to the free lance life she led for 18 years before she discovered family philanthropy. “I am very happy to announce that Susan will continue to work for the National Center on several projects,” said National Center President Ginny Esposito. “This will be an exciting time for us both – I will get to work with Susan in this new capacity knowing her commitment to the field and the National Center is strong, and she’s going to have a bit more free time for her personal passions, including writing and travel! I know you join me in being happy for her new adventures (and for knowing she will continue to be a special leader for the Center and for you).”
A special welcome to our two summer interns, Katie Marcus Reker and Rachel Obenschain, each of whom bring a wealth of talent and experience to their work with the National Center - as well as a healthy dose of youthful enthusiasm!
Katie Marcus Reker is entering her senior year of high school in San Jose, and will be working remotely on a special project to identify, interview and conduct research on the growing variety of models and practices for involving children in family philanthropy via donor advised funds and family foundation next gen boards. As part of this project, the National Center will be conducting an online survey of the field. Katie, daughter of Frieda C. Fox Family Foundation executive director Dana Marcus, has past experience speaking and writing about family philanthropy from the next generation perspective for the Association for Small Foundations, the National Center, and the Council on Foundations, and also currently serves on the Junior Board of Directors for the Fox Family Foundation.
Rachel Obenschain, a rising senior at George Washington University, is providing part-time administrative support in our office. An English major in the honors program, Rachel previously interned at a Virginia newspaper and managed blog postings and preparation of podcasts for a sports TV show.
We've got a diverse and exciting line-up of Family Philanthropy Teleconferences coming up. See below for details...please note that all calls take place on Thursdays from 12 to 1:30 p.m. (EDT).
July 14: Seeding Your Family's Philanthropic Tradition: Legacy Statements and Ethical Wills. Donor legacy statements and ethical wills have joined bylaws, values statements and mission statements as important documents for describing a family’s philanthropic activities and dreams.
August 4th: Early Results from the CEO Initiative Research Studies. What makes a family foundation CEO effective? What advice do current CEOs and board chairs have for individuals currently in this position? Hear early results from the National Center's groundbreaking CEO Initiative.
September 8: The Future of Philanthropy Rating Sites: What's In it for You? What are philanthropy rating sites and where are they headed? Can these sites inform and enhance the work of small and locally based family foundations and advised funds seeking to make wise use of their resources?
June 15-16 (New York City) 2011 Annual Conference on Scaling Social Impact. The Social Impact Exchange 2011 Conference on Scaling Impact is by invitation only for funders interested in learning about innovative methods to support high-impact nonprofits that are growing. The conference includes presentations from foundation CEOs and nonprofit leaders, as well as knowledge sessions and peer networking opportunities.
June 16 (Webinar) NCFP Vice President Susan Price Featured in ASF Webinar: “Who's Up Next? Family Foundation Succession Planning.” Any family foundation that plans to exist beyond the current generation needs a succession plan. Families with a plan in place before they need it are in the best position for a smooth succession as new members are brought on board. In this webinar, you’ll get tips to help you begin the conversation, develop a plan, choose and prepare successors, and integrate new family members at the board table.
June 27-29 (Anaheim, CA) "Youth on Board" Retreat for Family Foundations. This special event is for youth ages 8-21 who are involved in philanthropy through their family’s foundation, donor-advised fund, or other philanthropic giving, and for the parents, families and trustees who work with them. Youth will meet peers from other family foundations, teen boards and giving circles, to share and learn in age-appropriate sessions, break out groups and plenary lunches with their peers and families. The Planning Committee for the retreat includes representatives from the following organizations: the Frieda C. Fox Family Foundation, The Tarsadia Foundation, Lumpkin Family Foundation, and the National Center for Family Philanthropy.
Summer 2011 (Ghana): Next Generation Film Trip. This summer in Ghana, West Africa, Philanthropy Indaba will be leading a two week learning adventure where a small group of next generation family members will become their own documentary film crew: citizen journalists capturing stories on the ground as well as their own experiences and impressions.
Do More than Give: The Six Practices of Donors Who Change the World. Leslie Crutchfield presents her latest study of high-impact family foundations and donors that have successfully catalyzed change. Crutchfield, the author of Forces for Good: The Six Practices of High-Impact Nonprofits, provides a variety of valuable insights for any funder interested in leveraging their philanthropic resources.
Keeping Grantmakers and Grant Seekers from Drowning in Paperwork. Inefficient grant application and reporting procedures make extra work for both grantmakers and grantseekers. A number of new tools and practices to ease the paperwork burden are now available thanks to Project Streamline, a collaboration of several organizations and managed by the Grants Managers Network. On this teleconference you’ll learn how foundations small and large are using new streamlining methods to be more effective grantmakers. Speakers include Jessica Bearman of Bearman Consulting, who has worked on the project, and Kathy Reich, program officer, organizational effectiveness and philanthropy program, David and Lucile Packard Foundation.
Special Focus Area: Family Philanthropy in Community Foundations. This new Special Focus Area provides links to several of the National Center's most important reports on the topic of family philanthropy in community foundations, stories of donors that have successfully used this vehicle, and sample policies and practices used by community foundations to support and enhance their relationships with donors.
Special Focus Area: Mission Investing. This new Special Focus Area features stories and resources on the important and evolving strategy of mission investing. Included here are recordings and materials from three previous Teleconferences on mission investing strategies, past Family Giving News articles on this topic, and selected additional resources and samples from our partners.