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The success of family philanthropy is largely dependent on the operations and management of the people and processes that underpin the goals and activities of the effort. Giving families often reach an inflection point where they must consider bringing in outside professionals to manage their philanthropy for greater impact; however, it is often challenging to understand the practices that promote success. How do you develop the strategy and systems needed to maximize impact? When does a philanthropic effort require staff and what are the considerations for hiring? And what is necessary to build effective operations and reporting? In this webinar, learn how families have scaled their operations strategically for impact.

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 Friends of the Family and Partner Subscriber organizations.

Featured Speakers

Alexa Cortes Culwell

Alexa Cortes Culwell

Alexa Cortes Culwell has decades of experience building, managing, and advising philanthropic initiatives, as both a…

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Kate Seng

​Kate Seng oversees GHRs grants management, supports GHR’s governance work including serving as the Secretary to…

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Carolyn Wall Sakata

Carolyn Wall Sakata is Chief of Staff of a newly formed family office that supports the…

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