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.
Defining and Translating Motivations and Values
In this webinar, learn how to facilitate productive conversations on motivations for giving, strategies for translating shared values into action, and how to successfully carry forward values across generations.
Family Identity and Culture
Learn how families cultivate their philanthropic identity and nurture a family culture that reflects a shared sense of purpose.
Reflecting on Your Origin Story: Understanding Wealth, Legacy, and Equity
Hear how families successfully examine their histories to move forward with a more equitable and just philanthropic effort in the future.
Complexities of the Collective: Balancing Individual and Family Interests
February 16, 2022
In this session, we explore how families navigate the tension between the collective legacy of the foundation and individual philanthropic interests, hearing from the experiences of peer family funders and researchers examining this issue in a study of family foundations.
Impact Vehicles & Structures
Beyond the Private Foundation: An Exploration of Vehicles
Learn about the range of structures that advance the objectives of philanthropic families, explore the fundamental considerations, and understand how a portfolio of complementary vehicles may promote success.
Effective Governance: Principles, Policies, and Practices
Learn about effective governance structures and explore the principles, policies, and practices necessary to ensure good governance in a family philanthropy effort.
Demystifying Decision Making
Learn about the range of models that philanthropic families adopt to guide their giving and explore how to promote a healthy, open, and honest culture of communication across a family philanthropy effort.
Governance Practices for Better Decision Making
April 14, 2022
Join us for a conversation on how to create an advisory committee or add independent directors, and how to ensure that these models are effective.
Designing Effective Board Meetings: Purpose, Outcomes, Process, and People
May 12, 2022
Join us for a discussion on how to intentionally design meetings to engage family members in a learning agenda about their giving and how to plan and facilitate enjoyable, useful meetings that consider the purpose, outcomes, process, and people involved.
Impact Strategies & Tools
Building a Social Impact Strategy and Approach
How you fund matters just as much as what you fund—getting input from community members, utilizing trust-based practices, and being responsive to current needs are all important elements of successful grantmaking. In this webinar, learn practical guidance for how to build or refresh your grantmaking strategy and approach.
June 9, 2022
Learn how funders engage community members in the decision-making process and what strategies have been successful.
Impact Investing: Aligning All Capital for Good
July 14, 2022
Join us to explore the fundamentals of impact investing, and learn more about structures like mission- and program-related investments as well as legal and administrative considerations.
Assessment & Learning
Grantee Relationships and Power Dynamics
In this webinar, learn how to build authentic relationships with grantees through trust-based practices and other approaches that will reduce power imbalances and lead to more effective partnerships.
Impact, Measurement, and Evaluation
In this webinar, learn how to adopt a formative approach to measurement and evaluation and explore the considerations for high impact philanthropy.
Adopting Equitable Evaluation Practices
August 11, 2022
Join us for a conversation on a growing movement to shift the paradigm of learning.
Operations & Management
Scaling for Success
In this webinar, learn how families have scaled their operations strategically for impact.
Adopting Equity Practices
In this webinar, learn how to apply a racial equity lens to internal and external practices, how to discuss equity with staff and board, and explore resources for continued reflection on privilege, bias, and power.
Staffing for Success
September 8, 2022
What are the skills and expertise required for staff members to be successful in family philanthropy? How can philanthropic families prepare to hire the right talent?
Organizational Change: Building a Successful Culture
October 13, 2022
Join us for a conversation on how to address organizational change, rebuild culture, and integrate practices that best serve the organization as a whole.
Succession & Legacy
Engaging the Next Generation
In this webinar, learn how to strategically engage the next generation in family traditions, legacy, and culture, and explore when and how to promote formal philanthropic engagement at different ages and stages in the development process.
Succession Planning and Family Transitions
In this webinar, learn how families have managed successful transitions and explore the necessary steps to prepare the family philanthropy for the inevitability of change.
Five Levers of Legacy
November 10, 2022
Join us for a conversation on the five levers of legacy and how to be more intentional about building and revisiting family legacy.
Making Space for Youth Leadership
December 8, 2022
Join us for a conversation on how families engage youth and support their growth and development.
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