2023 Family Philanthropy Leadership Retreat

Posted on April 19, 2023 by Susan Stamerjohn, Michelle Tremillo, Alejandro Foung, Dr. Jason Franklin, Jonathan Brack, Sandra Fluke, Tonya Allen, Diego Zegarra, Sue Banerjee, Catherine Maddox Walton

Save the Date 2023 Family Philanthropy Leadership Retreat
Thank you so much for your interest in the Leadership Retreat. The event is sold out, and we are no longer accepting names for the waitlist, due to the unlikelihood of accommodating everyone on it already. We are delighted by the response, and we regret that we have to turn anyone away. Please keep an eye on our Programs and… Read More

Is Spending Down Right for Your Philanthropy? How to Make the Decision and What to Consider in the Process

Posted on April 18, 2023 by Anne Marie Toccket, Priscilla Enriquez, Glen Galaich

Interested in learning more about spending down? Join our Strategic Lifespan Peer Network. Many in this group have decided to operate with a limited lifespan. Others are thinking about the decision to spend down. Key Moments from the Webinar 00:00 Introduction 06:15 Introduction to the McClatchy Foundation 08:18 Introduction to the Posner Foundation of Pittsburgh 09:32 Introduction to the Stupski… Read More

Effective Family Philanthropy: The Cricket Island Foundation

Posted on April 14, 2023 by Ade Adeniji

What It Looks Like When a Multigenerational Family Foundation Makes All Voices Equal Therma-Tru Corporation was a family-owned business whose bread and butter was manufacturing exterior and entry doors. The Midwestern company traces its roots to the 1960s, when David Welles, a retired Owens Corning executive, purchased a bankrupt building supply company in Toledo, Ohio. The company eventually patented its… Read More

Effective Family Philanthropy: The Woodcock Foundation

Posted on April 5, 2023 by Ade Adeniji

The Evolution of the Woodcock Foundation: A Progressive Family Funder Branches Out Polly W. Guth was an heir to one of the founders of the pharmaceutical giant Merck & Co. She was also an active philanthropist, heavily involved in groups like Planned Parenthood of New York City and Asia Society. In 1996, Guth founded the Woodcock Foundation, which has awarded over… Read More

International Grantmaking: Navigating the Challenges of Legal and Regulatory Barriers

Posted on March 30, 2023 by Jessie Krafft

Donors who give to projects and partners outside of the United States have the opportunity to make real and lasting impacts in communities. But when foundations want to make grants to non-501(c)(3)s, the rules governing cross-border funding can be complex. Join this webinar to learn how to support foreign grantees while managing risk, complying with the regulations governing this work,… Read More

International Grantmaking: Trusting Relationships are Critical to Success

Posted on March 10, 2023 by Ashley Barrett, Sylvia Brown, Jenny Kelly, Kimberly Myers Hewlett

Systemic challenges, such as climate change, racial justice and gender equity, exist beyond the borders of the United States. Philanthropic families seeking to ramp up their international giving face a variety of challenges and opportunities, including identifying partner organizations and building trusting relationships with them. Join us to learn how to be an effective international funder and concrete steps to… Read More

Emerging Family Leaders Peer Network: Roles and Boundaries: Beyond the Natural Family Hierarchy

Posted on January 25, 2023 by Rebecca Meyer, Bryn Monahan

A group of family leaders family philanthropy
Great leaders have many skills. Two of those skills are maintaining healthy boundaries and clearly defining roles. For next-generation leaders, these can be difficult to develop because the natural family hierarchy often dominates the way roles and boundaries are defined. In this session, Bryn Monahan and Rebecca Meyer from Relative Solutions will introduce the Family Intelligence Quotient (FQ) as a… Read More

Engaging Youth Peer Network: Getting Started

Posted on January 9, 2023 by Cadence Miller, Neil Gobioff

A group of young people ready to engage in family philanthropy
If you’re just getting started on engaging youth (ages 8-21) in your philanthropy, this event is for you.  We will spend time discussing how to get started engaging youth across ages, family sizes, geography and more. Join us to consider questions like: Should our youth engagement start slowly with service projects or values-based activities? Should my family create a formal… Read More

Operationalizing Equity Practices

Posted on December 15, 2022 by Alison Upton López, Dwayne Patterson, Lorena Gomez-Barris, Angelique Power

Equity vs equality family philanthropy
For funders seeking to incorporate an equity lens throughout their work (and not just their grantmaking), there are many opportunities to shift internal operations towards more equitable and values-aligned practices. Yet while many families recognize the desire to make these shifts, they need further guidance around the specific decisions and considerations that will advance their philanthropy towards a more equitable… Read More