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Reaching consensus is difficult, particularly during a decision-making moment that will have a real impact on your philanthropy. How do you have productive conversations during meetings and other decision points when there are relationship dynamics, conflict, or simply differences of opinion? How do you allow for individual viewpoints across generations, but ensure there is a framework in place to push the collective goals of the philanthropy forward? Are there tips to facilitate productive meetings, especially when there are complex family dynamics at play? Learn strategies to manage dynamics, build in moments for family connection, and facilitate group decision-making.

About this Series

The monthly Fundamentals of Family Philanthropy webinar series provides guidance on the core tenets of effective family philanthropy—from motivations and values to governance, grantmaking, and succession. The series equips giving families with the latest information on evergreen topics in the donor lifecycle through practical takeaways and diverse family stories that illustrate important practices. Designed for seasoned practitioners and newcomers alike, the series is available to our Member Families and Network Partners.

More Fundamentals

For a refresher on this topic, watch the recording of the 2022 Fundamentals webinars on Governance and see additional resources here.

Featured Speakers

Stephanie Ellis-Smith

Stephanie Ellis-Smith is the CEO and owner of the philanthropic advisory firm Phīla (pronounced phyla) Engaged Giving and…

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Betsy Erickson

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

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Katherine Lorenz

Katherine Lorenz is president of the Cynthia and George Mitchell Foundation. She is the leader of the…

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Additional questions? Contact NCFP at ncfp@ncfp.org.