Preparing for and Managing a Productive Board Chair Transition

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A board chair transition is an important moment for a family philanthropy, often prompting larger decisions or a revisiting of the organization’s purpose and practices. All members of the board have a role to play in preparing for and managing these inevitable leadership shifts, and need clarity about the strategies that will prepare the organization—family, staff, and other stakeholders—for the potential changes to come. What are the qualities and competencies that a successful board chair should embody, and what does the selection process entail? What are common challenges and opportunities that arise during the change management process? How does next generation engagement, family legacy, and succession planning play a role? Whether you’re in the midst of a transition now, are preparing for an eventual shift, or haven’t yet considered this process, join this webinar to learn more about board chair succession planning.

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 Succession and Legacy and see additional resources here.

Featured Speakers

CC Gardner Gleser

C’Ardiss “CC” Gardner Gleser

C’Ardiss “CC” Gardner Gleser is an advocate for social impact and racial justice work. CC began…

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Sarah Walczyk

Sarah Walczyk

Sarah Walczyk is the Executive Director of the Satterberg Foundation. Sarah joined the Satterberg Foundation in…

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Sean Boyd

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Pete Helsell

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