Advisors and Consultants

Social Impact Strategies: Intersectionality of Systems

Posted on November 19, 2024

How can philanthropic efforts go beyond addressing isolated challenges to fund the interconnectedness of social, economic, racial, and environmental disparities?  This webinar will explore how family philanthropy can play a pivotal role in supporting systems change by addressing the intersectionality of multiple issues and identities. By recognizing how factors such as race, gender, disability, and socioeconomic status intersect, family philanthropies… Read More

Evolving Your Family Philanthropy: Bold Transparency

Posted on November 19, 2024

How can being more transparent about your philanthropy strengthen your relationships and build trust with grantees and partners?  The annual Trust in Nonprofits and Philanthropy Report showed that 57 percent of Americans trust the nonprofit sector—much higher than the government, media, or the business sector. Yet, only 33 percent have trust in the philanthropic sector (primarily private foundations and high… Read More

Social Impact Strategies: People and Place

Posted on November 19, 2024

How can a place-based approach maximize philanthropic impact and drive meaningful, community-led progress?  In this session we will consider the power of place-based funding and the unique opportunities it presents for achieving impact at scale in urban, rural, and Tribal communities. We will examine the commonalities that connect these diverse communities—such as shared challenges related to economic development, access to… Read More

Trends in Family Philanthropy: Learnings for Effectiveness and Impact

Posted on November 19, 2024

What do the latest trends in family philanthropy tell us about effectiveness and impact?  Join us to dive into select findings from the Trends 2025 report. You will hear from family foundations about how these trends relate to their impact and effectiveness.   We’ll cover topics including relationships, accountability, and equity, and ask questions like:   How are family relationships changing, especially… Read More

Evolving Your Family Philanthropy: Family Engagement and Legacy

Posted on November 19, 2024

How does your family philanthropy define and cultivate a legacy? What is the desired impact of your giving and who do you hope will contribute to it? At what stage do you bring participants into the work—including the next generation—and engage them in a meaningful way? We’ll explore these questions and more, and hear case studies from family philanthropies navigating… Read More

Evolving Your Family Philanthropy: Staffing Structures

Posted on November 19, 2024

Which staffing models will work best for your family philanthropy? How can the right structure enhance the effectiveness and efficiency of your organization?  We will examine different approaches, including hiring dedicated philanthropic professionals and family members, and utilizing external advisors and consultants. You will learn how to align staffing strategies with your philanthropic goals, create a collaborative work environment, and… Read More

A Philanthropy for Our Times: Reimagining Purpose and Practice in a New Era

Posted on November 19, 2024 by Dimple Abichandani, Nicholas A. Tedesco

In an era of overlapping crises, philanthropy must evolve—not just in practice, but in purpose. How can funders move beyond outdated models to meet this moment with courage, accountability, and impact? Dimple Abichandani, author of A New Era of Philanthropy: Ten Practices to Transform Wealth Into a More Just and Sustainable Future, and Nick Tedesco, president and CEO of the… Read More

Funding Equity: Disability Inclusion in Grantmaking

Posted on November 19, 2024 by Sandy Ho, Jeanine Alpert, Gail Fuller, Ryan Easterly

One in four adult Americans and an estimated one billion people globally experience disability. However, only one cent out of every ten dollars in U.S. grantmaking is allocated to disability rights and social justice. Funders have numerous opportunities throughout their grantmaking processes to shift toward more equitable, disability-inclusive, and values-aligned practices. This session will provide insights into the connection between… Read More

Laying the Foundation Part Three: Aligning Your Vehicles with Your Values

Posted on November 19, 2024 by Roxanne Stachowski, Khalilah Burt Gaston, Sharon Schneider

What philanthropic vehicles are available to family philanthropies? Which are best suited to support your mission and goals, and what is the value of employing multiple vehicles?   In this session we will discuss the benefits (and limitations), flexibility, and potential impact of each vehicle. Through examples from other funders, learn about how to align your philanthropic vehicle with your family’s… Read More

Laying the Foundation Part Two: Governance Structures and Considerations

Posted on November 19, 2024 by Peter M. Hunter, Wesley Weissberg, Ricshawn Adkins Roane, Frank Baiocchi, Holli Rivera

In light of your philanthropic goals and values, what governance structures and legal implications should you consider? How can effective governance support and sustain effective, compliant, and mission-driven family philanthropies? This session will go beyond regulatory requirements and equip you with the best practices in stewardship to ensure your principles, policies, and practices are aligned with your philanthropic goals. We… Read More

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