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 Services listing for upcoming events, both virtual and in-person. We hope to see you at the 2024 National Forum on Family Philanthropy!
Event capacity is 150 attendees. Registration is limited to two individuals per organization. Registration is exclusively available to board members and CEOs of family philanthropies. Consultants, senior staff who are not CEOs or executive directors, and advisors are not eligible to attend.
Focused on leadership, effective practices, and reimagining our world, the Leadership Retreat is an opportunity to explore the possibilities of family philanthropy and access the necessary resources and partners to steward change.
Join us to gain the knowledge, tools, and resources you need to take bold action, and build a network of peer leaders to support you along the way. Attendees can expect plenaries, breakouts, networking, and small group conversations designed to:
- highlight innovative and tried-and-true models for organizational leadership
- explore approaches to incorporating effective family philanthropy practices that center accountability, equity, learning, and relationships
- provide actionable frameworks to implement effective practices
- cultivate your network of family philanthropy peers.
The three-day program will be a learning journey that starts in an examination of personal leadership styles, strengths, and learning opportunities, moves through an examination of how to lead others (staff members, boards, organizations), and concludes with a look at how philanthropies can demonstrate and promote leadership within their communities or areas of focus.
If you’re interested in sponsorship opportunities, please contact Shannon Jeffries at Shannon.Jeffries@ncfp.org.
Location and Travel
The Stein Eriksen Lodge in Park City, Utah provides a beautiful mountain setting, spaces for large gatherings and intimate discussions, and an environment conducive to deep reflection and learning.
NCFP has a limited number of rooms available at the Stein Eriksen for $299/night (plus tax and a resort fee). In addition, NCFP has a limited number of rooms available at the Chateaux Deer Valley for $219/night (plus tax and fees). The Chateaux Deer Valley is an approximately 3-minute walk from the Stein Eriksen where the Retreat will be occurring. Reservations can be made here.
The full event agenda can be found on the official event app. Details regarding access to the app have been provided to all attendees via email. If you have any questions please contact our team.
NCFP is dedicated to providing a harassment-free Leadership Retreat experience for everyone, regardless of gender, gender identity or expression, sexual orientation, ability, physical appearance, race, age, or, religion. We do not tolerate harassment of attendees or staff in any form. This includes, but is not limited to, verbal or physical harassment or the sustained disruption of Retreat events.
NCFP’s flexible cancellation policy allows for full refunds (less a $150 processing fee) through Friday, October 13. Attendees are also welcome to exchange their registration with another eligible attendee at their organization through the beginning of the event. If you need to cancel or exchange your registration, please email us at firstname.lastname@example.org.
NCFP strongly encourages all Retreat attendees and speakers to be up to date on vaccinations for communicable diseases, such as COVID-19 and influenza. Members and guests are asked to cancel their attendance if feeling sick or showing symptoms of any communicable disease, including, but not limited to, COVID-19 and influenza. NCFP will permit a registration swap for another eligible attendee up until the day before the event.
We will follow masking requirements in conjunction with the hotel, and local, state, and federal guidelines at the time of the event. At this time, we do not expect to require masks and encourage individuals to make the choice regarding masks based in their own comfort and health. Attendees who do choose to wear a mask are expected to bring their own masks.
NCFP will have a limited number of rapid tests for COVID-19 available for anyone that begins to experience symptoms onsite. We will also direct any attendees who are feeling unwell to no longer attend event activities and to seek care at local urgent care clinics if necessary.
NCFP will communicate any changes to this policy based on changing health conditions with all registered attendees.
By entering this event you are entering an area where photography, audio and video recording may occur.
Your entry and presence on the event premises constitute your consent to be photographed, filmed, and/or otherwise recorded and to the release, publication, exhibition, or reproduction of any and all recorded media of your appearance, voice, and name for any purpose whatsoever in perpetuity in connection with the National Center for Family Philanthropy and its initiatives.
By entering the event premises, you waive and release any claims you may have related to the use of recorded media of you at the event, including, without limitation, any right to inspect or approve the photo, video or audio recording of you, any claims for invasion of privacy, violation of the right of publicity, defamation, and copyright infringement or for any fees for use of such record media.
You understand that all photography, filming and/or recording will be done in reliance on this consent. If you have specific concerns, please contact us at email@example.com.
To provide an environment where donors and those who work with them are able to share and learn from one another, NCFP maintains a non-solicitation policy at its Leadership Retreat. While NCFP hopes its event can be a place for colleagues to connect and develop partnerships, the Retreat should remain primarily a space for learning and networking. Solicitation includes, but is not limited to: requesting funding for any purpose, distributing grant proposals, or requesting business.
Attendees should not use attendee lists for solicitation including to promote events held in conjunction of the Retreat or thereafter.
Any person and/or organization found to be violating this policy may be asked to leave without refund of registration fees, and such activity may result in the inability to attend future NCFP events.
NCFP reserves the right to update our policies at any time. Please continue to refer back to this website for updates on policies and procedures. If there is a significant change to health and safety requirements, we will update policies on this page and send an email notification to all registrants ahead of the event.
Thank you to our sponsors:
Tonya Allen is a leader and a change agent with a passion for co-creating an equitable,…View Profile
Jamie Allison leads the Walter & Elise Haas Fund in partnership with trustees, ensuring that the…View Profile
Carrie Avery is President of the Durfee Foundation in Los Angeles, California, which focuses on leadership by…View Profile
Sue Banerjee is the Executive Director of PC Tots, a non-profit early education and childcare provider…View Profile
Ashley is the Head of Philanthropy at Lansberg Gersick Advisors (LGA), where she helps families define…View Profile
Elizabeth Snowdon Bonner
Elizabeth Snowdon Bonner (Liz) is President of the Board of the Hill-Snowdon Foundation, a family foundation…View Profile
Jonathan Brack supports Fund for Shared Insight’s leadership team in engaging funders in adopting high-quality listening…View Profile
Sarah Cavanaugh serves as president of The Russell Family Foundation and as a past board member…View Profile
Chloe Cockburn is a field strategist, thought leader, and philanthropic donor advisor working to end mass incarceration.…View Profile
Will Cordery (he/him) is the Founder + Principal at Freedom Futures – a philanthropic advisory firm moving money to…View Profile
Alexa Cortes Culwell
Alexa Cortes Culwell has decades of experience building, managing, and advising philanthropic initiatives, as both a…View Profile
Flozell Daniels, Jr.
As Chief Executive Officer, Flozell Daniels, Jr. leads the overall operations of the Foundation, from grantmaking to…View Profile
From education to thought leadership around transforming philanthropy and systems, Liz Dozier has spent her career…View Profile
Virginia M. Esposito
Virginia M. Esposito, is the founding president of the National Center for Family Philanthropy. In January…View Profile
Stacey Faella is the Executive Director of the Woodcock Foundation, a progressive family foundation that supports…View Profile
Gabrielle Fitzgerald is the founder and CEO of Panorama and co-founder of Pandemic Action Network. With…View Profile
Sandra Fluke is the President of Voices for Progress. In 2015, Sandra was responsible for the launch…View Profile
Alejandro Foung is a trustee of Walter and Elise Haas Sr. Fund, Rockefeller Family Fund and serves…View Profile
Dr. Jason Franklin
Dr. Jason Franklin is the Founder & Principal of Ktisis Capital through which serves as a…View Profile
Khalilah Burt Gaston
Khalilah Burt Gaston is the founding Executive Director of the Song Foundation, shepherding its efforts to…View Profile
C’Ardiss “CC” Gardner Gleser
C’Ardiss “CC” Gardner Gleser is an advocate for social impact and racial justice work. CC began…View Profile
Crystal Hayling is the Executive Director of The Libra Foundation, based in San Francisco, funding organizations…View Profile
Prior to moving to Utah, Moe spent over 20 years in International Finance. He worked in…View Profile
Evelyn Huang is a dynamic entrepreneur and dedicated educator who thrives at the nexus of family and…View Profile
Joshua S. Kanter
Joshua S. Kanter is a Director and Vice President of the Kanter Family Foundation, and is…View Profile
Heather Koopman is the Director of the Byrne Family Foundation Trust, whose mission is to champion…View Profile
In October 2006, Atiba Mbiwan joined the staff of The Zeist Foundation, a family foundation based…View Profile
Tess McNair joined the C.E. and S. Foundation in 2010 as a program officer focused primarily…View Profile
Kelly D. Nowlin
Kelly Davenport Nowlin is a fifth generation Andrus family member who has been actively engaged in…View Profile
Dr. Carmen Rojas is the president & CEO of Marguerite Casey Foundation (MCF). Under her leadership,…View Profile
Nadia is a co-creator, social entrepreneur, educator, coach and consultant. She is passionate about developing a…View Profile
Carlos Saavedra migrated to Boston, MA at the age of 12 with his parents as an…View Profile
Susan Stamerjohn is second generation Tracy family member and is currently a board trustee of the…View Profile
Robynn Steffen is executive vice president at the Climate Leadership Initiative (CLI), where she is focused…View Profile
Didier Sylvain is an executive coach, transformational speaker, and the Founder and CEO of The Presence…View Profile
Michelle Tremillo, Co-Executive Director and one of TOP’s co-founders, is a 4th generation Tejana, born and…View Profile
Melinda Tuan is Fund for Shared Insight’s managing director, guiding and facilitating the collaborative’s operations, communications,…View Profile
As president and director of The Arthur M. Blank Family Foundation, Fay Twersky is a trusted,…View Profile
Wendy R. Ulaszek, Ph.D.
Wendy Ulaszek is Partner and Head of Leadership Development at Lansberg Gersick Advisors. She holds a…View Profile
Katherine Osborne Valdez
Since 1999, Katherine Osborne Valdez has played an active role in The Powell Foundation governance—either as…View Profile
Anne Wallestad is an executive leadership coach focused on helping social change leaders turn their attention…View Profile
Catherine Maddox Walton
Catherine Maddox Walton is board chair of the J. F Maddox Foundation, based in Hobbs, New Mexico.…View Profile
Kate Wilkinson is a Partner at Open Impact, leading a portfolio of family and individual donors…View Profile
June L. Wilson
June Wilson, a celebrated philanthropic leader in racial justice advocacy and alternative approaches to legacy and…View Profile