Community Foundation Spark Session: Advising Business-owning Families

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Business-owning families are an important customer for community foundations. Compared to non-entrepreneurs, business founders give and volunteer more, tend to see philanthropy as a more important to their lives, and tend to ask more sophisticated philanthropic planning questions. How can community foundations better support those founders in developing plans for meaningful, effective philanthropy in both their families and their businesses? And how can community foundations better help employees and family members navigate the intersections between business, family, and community roles?

This webinar will feature perspectives from a family business consultant and community foundation staff to help your hone your value proposition for business-owning families.

The webinar qualifies for 1 self-reported CE credit for the Chartered Advisor in Philanthropy® program.

About this series

This program is part of the Spark Session series under NCFP’s Community Foundations Family Philanthropy Network. The series is designed for community foundations to exchange practical advice, tools, and tips from peers on aspects of their family philanthropy engagement. This content-rich webinar features peer case study examples and will allow attendees to delve deeper through an open facilitated dialogue.

This webinar was developed in partnership with AdNet. The recording and related materials are only available to NCFP’s Community Foundations Family Philanthropy Network and paid AdNet members. Please contact for more information about the Network

Featured Speakers

Lisa Jolley

Lisa works with donors and professional advisors to inspire philanthropy and facilitate giving options that align…

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Maeve Miccio

Maeve Miccio is Vice President and Head of Philanthropic Consulting at Fidelity Charitable. Fidelity Philanthropic Consulting…

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Wendy R. Ulaszek, Ph.D.

Wendy Ulaszek is Partner and Head of Leadership Development and Coaching at Lansberg Gersick Advisors. She holds…

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