2023 Community Foundations Family Philanthropy Network Workshop

This workshop, exclusively available for members of NCFP’s Community Foundations Family Philanthropy Network, is an excellent opportunity to learn from your peers and build professional skills! We’re excited to be back together in-person for this workshop. Space is limited and network members may register up to four staff member attendees at no cost. Attendees will pay for their travel, hotel, and some meals.

Location: 33 S. State Street, Chicago, IL 60603

Thank you to the Chicago Community Trust for hosting this workshop!

Registration for the workshop is now closed. Please send any queries about the event to community@ncfp.org

Agenda Outline

All times listed in central time.

Wednesday, September 27

11:00 Check-In Starts

11:30 Welcome and Re-Connecting

NCFP team and National Advisory Committee members

12:00 Lunch & 3-4 Peer Learning Breakouts

Peer leaders TBD

1:15     Break

1:30     Family Giving Lifecycle Toolkit Skill Building

• Miki Akimoto, Chief Impact Officer, National Center for Family Philanthropy
• Tony Macklin, Senior Program Consultant, National Center for Family Philanthropy

Miki and Tony will lead training to help you use two modules from the Family Giving Lifecycle Toolkit with your donors and fundholders.

2:45     Break

3:00     Successfully Navigating Family Succession

• Marguerite H. Griffin, Senior Vice President, Director of Philanthropic Advisory Services, Northern Trust
• Nikè Anani, Director of Next Gen Advisory, Northern Trust
• Lester, Chanel, and Javon Coney

Transitions in roles in family businesses, foundations, and funds are inevitable. They intermix issues of personal identity, financial security, public reputation, estate and gift planning, leadership development, and more. The best planned transitions balance continuity—parts of the present that are preserved—with succession—the changes needed for the family and related enterprises to thrive through and after the transition.

Philanthropic advisors have an important role in helping each generation plan and prepare for successful transitions in leadership roles. Marguerite and Nikè will share their experiences from working with legacy families around the world and provide tips for improving your role as family transition and succession guide. They’ll be joined by Lester, Chanel, and Javon Coney who will share their lessons from successfully navigating transitions.

4:15     Wrap-Up

4:30     End for the Day

6:00     Local dine-arounds (pay for your own meals/drinks)

Thursday, September 28

8:30 Breakfast and Informal Catch-Up

9:00 The Art of Facilitating Wealthy Families

Natalie M. McVeigh, Managing Director, Center for Family Business Excellence. Eisner Advisory Group LLC

Families of wealth, like all families, can face serious impediments to success because of unhelpful or difficult communication patterns. When conflicts threaten to derail the family itself, advisors often scramble to repair impending rifts when the damage has been building for years. Philanthropic advisors often need deeper skills to help client families examine impediments, negotiate paths forward, and implement their philanthropic strategies.

This interactive master class will build your confidence and competencies in topics such as: advisory styles and roles within family systems, how to resist the temptation to be right rather than helpful, giving and receiving constructive feedback, understanding family learning models, and facilitating families.

10:00  Break

10:15  The Art of Facilitating Wealthy Families – part 2

11:15  Break

11:30  Lunch and 3-4 Peer Learning Breakouts

Peer leaders TBD

12:45 Principles of Effective Family Philanthropy

Who decides the measures of success, and what are the conditions that promote meaningful and enduring progress? What does it mean to be effective not just as donors, but as family philanthropies? NCFP answered those and other questions in its new Guide for Effective Family Philanthropy, rooting effectiveness in four principles:  accountability, equity, reflection and learning, and relationships. The NCFP team will lead a group discussion about community foundations’ roles in introducing donors to these principles and helping donors adapt them to their own philanthropic journeys and plans.

1:30     Workshop ends

Accommodation

While we don’t have a room block, the below hotels are close to the Chicago Community Trust:

• Hampton Inn Majestic Chicago—Theatre District
• Residence Inn by Marriott Chicago—Downtown
• Cambria Hotel Chicago Loop—Theatre District
• Palmer House—Downtown
• Silversmith Hotel—Downtown
• Staypineapple Hotel (on State/Washington)—Downtown
• Arlo (Formerly Hotel Julian)—Downtown
• Citizen M—Downtown

If you have any questions about the workshop please contact community@ncfp.org