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The inaugural Partner Summit is a virtual convening designed for our network of regional associations of grantmakers, philanthropic consultants and advisory firms and financial institutions that serve family philanthropies. The summit will explore the latest trends in family philanthropy, including promoting effective practices with members and clients, the power of cross-sector relationships and defining paths to equity and advocacy for family philanthropies. With interactive breakout sessions, attendees will have the opportunity to connect, collaborate and strengthen their practice.
Agenda
12:00 PM
- Welcome & The Principles of Effective Family Philanthropy – Nicholas Tedesco, President & CEO, NCFP
1:10 PM: Session (1)
- Approaches to Equity in Family Philanthropy – Soma Sharan, Director of Donor Engagement at Amalgamated Foundation, and Council on Michigan Foundations, including Kyle Caldwell, President and CEO
- Building Learning Journeys – Christine Sherry, Founder, Sherry Consulting, and Jason Born Senior Director, Knowledge, NCFP
2:10 PM: Session (2)
- The Family Giving Lifecycle (Revisited) – Miki Akimoto, Chief Impact Officer, NCFP
- Philanthropy in Multi-generational Complex Families – Ashley Blanchard, Head of Philanthropic Services, Lansberg Gersick Advisors
3:00 PM
- Closing
If you have any questions regarding the summit please contact Shannon Jeffries, Manager of Partnership Development (Shannon.Jeffries@ncfp.org).
Featured Speakers
Jason Born
Jason Born is the Senior Director of Knowledge at the National Center for Family Philanthropy (NCFP),…
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Nicholas A. Tedesco
Nicholas (Nick) Tedesco is the President and Chief Executive Officer of the National Center for Family…
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Christine Sherry
Christine Sherry is the founder of Sherry Consulting and previously served for many years as the…
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Miki Akimoto
Miki Akimoto is the Chief Impact Officer at the National Center for Family Philanthropy (NCFP). In…
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Ashley Blanchard
Ashley is the Head of Philanthropy at Lansberg Gersick Advisors (LGA), where she helps families define…
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Dr. Brittany Kienker
Dr. Brittany Kienker is Principal and Owner of Kienker Consulting LLC and Knowledge Insights Expert in…
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Kyle Caldwell
Kyle Caldwell is an unabashed champion of Michigan’s philanthropic sector. He began his tenure as president…
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Andrea Judd-Shurmur
Andrea Judd-Shurmur serves as the director of Learning Services at CMF. In this role, Andrea leads…
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Bridget McGuiggan
As CSO Bridget leads the development, monitoring, implementation, evaluation and advancement of CMF’s short- and long-term…
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Regina Bell
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Randy Van Antwerp
As the CFOO Randy works across the organization to provide leadership and support for the financial…
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