The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors, and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills, particularly in these divisive and dynamic times.

David Weitnauer (R. Howard Dobbs, Jr. Foundation) and David Daniels (Bainum Family Foundation) at the 2020 CEO Retreat in St. Pete Beach, Florida.

This 3-day virtual retreat, designed for both new and more experienced CEOs, will provide an opportunity to build community and reflect on practices essential to the successful leadership of a family philanthropy. Participants will brainstorm practical and actionable solutions to a broad range of common challenges inherent within a foundation executive role such as:

  • Managing power dynamics between board, staff, and grantees
  • Navigating family dynamics while maximizing the foundation’s grantmaking impact
  • Working effectively with your board chair and board committees
  • Addressing racial equity and diversity concerns among board and staff
  • Setting up a meaningful assessment process for yourself, your staff, and your board
  • Developing the network and resources needed to set and achieve critical strategic plans
  • Identifying, mentoring, and supporting next generation leaders
  • Finding time for personal growth and renewal
  • … and other topics identified by the group!

View the draft agenda

Featured Speakers

Dimple Abichandani

Dimple Abichandani joined the General Service Foundation (GSF) in late August 2015 as the Executive Director, bringing…

View Profile
Ashley Blanchard

Ashley Blanchard

Ashley Snowdon Blanchard is a seasoned nonprofit strategy and management consultant, with a focus on strategic planning…

View Profile

David Callahan

David Callahan is founder and editor of Inside Philanthropy. He has written extensively on trends in philanthropy,…

View Profile

James Canales

Jim Canales was appointed president and trustee of the Barr Foundation in May 2014. Prior to…

View Profile
Alexa Cortes Culwell

Alexa Cortes Culwell

Alexa Cortes Culwell is the co-founder of Open Impact and a longtime philanthropy advisor, speaker, and…

View Profile

Betsy Erickson

Betsy Erickson leads Arabella’s work with family and individual clients, supporting them to further their learning,…

View Profile

Mayor Eric Garcetti

Eric Garcetti is a fourth-generation Angeleno and the 42nd Mayor of Los Angeles. Born and raised…

View Profile

Crystal Hayling

Crystal Hayling is the Executive Director of The Libra Foundation, based in San Francisco, funding organizations…

View Profile

Katherine Lorenz

Katherine Lorenz joined NCFP as a Senior Advisor in the fall of 2020. In her role,…

View Profile

Bari Katz

Bari Katz is a NYC-based social justice educator and facilitator who works with nonprofit organizations, schools…

View Profile
Tony Macklin

Tony Macklin

Tony Macklin, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about…

View Profile

Janine Mason

Janine Mason is the founder and architect of the nationally recognized Fieldstone Leadership Network, a continuum…

View Profile
Mary Mountcastle

Mary Mountcastle

Mary Mountcastle is a trustee of the Z. Smith Reynolds and Mary Reynolds Babcock Foundations, a board…

View Profile
Kelly Nowlin

Kelly Nowlin

Kelly Davenport Nowlin, a fifth generation member of the Andrus family, was elected as a Surdna…

View Profile
Lisa Parker

Lisa Parker

Lisa Parker brings 30 years of experience in philanthropy and nonprofit management to her work with…

View Profile

Rob Reich

Rob Reich is professor of political science and, by courtesy, professor of philosophy and at the…

View Profile

Carmen Rojas

Dr. Carmen Rojas is the president and CEO of the Marguerite Casey Foundation. Prior to joining…

View Profile

Tina Runyan

Christine Runyan is a clinical health psychologist, Professor in the Department of Family Medicine and Community…

View Profile

Shaady Salehi

Shaady Salehi is the director of the Trust-Based Philanthropy Project, a 5-year learning and advocacy initiative to make…

View Profile
Diana Scearce

Diana Scearce

Diana Scearce has dedicated her career to helping social changemakers increase effectiveness and impact, in the…

View Profile

Robyn Schein

Robyn Schein is an expert facilitator, speaker and trainer on multigenerational and next generation philanthropy.  She…

View Profile

Michael Smith

Michael Smith currently serves as Director of Youth Opportunity Programs and Executive Director of the My…

View Profile
Nick Tedesco

Nicholas A. Tedesco

Nicholas (Nick) Tedesco is the President and Chief Executive Officer of the National Center for Family…

View Profile

Melinda Tuan

Melinda Tuan is Fund for Shared Insight’s managing director, guiding and facilitating the collaborative’s operations, communications,…

View Profile

Anne Wallestad

Anne Wallestad serves as president and CEO of BoardSource, a globally recognized nonprofit focused on strengthening…

View Profile

June Wilson

June Wilson, executive director emerita and board member of the Quixote Foundation, combines her talent as…

View Profile

Kathleen Wiseman

Kathy Wiseman is a family wealth/family business advisor whose work is based on Bowen family systems…

View Profile

Additional questions? Contact NCFP