508 Results for “” in Events

Events & Webinars | Webinars

Managing Family Dynamics in Governance
June 8, 2023 | Stephanie Ellis-Smith, Betsy Erickson, Katherine Lorenz
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 Read More
Events & Webinars | Webinars

The Case for Multiple Giving Vehicles
May 11, 2023 | Ben Grande, Karl Mill, David Daniels
There is a range of vehicles available to engage the whole family in philanthropy—each vehicle is a tool in your philanthropy toolbox that allows you to reach individual or collective goals through different approaches. Giving families are increasingly using a variety of vehicles in concert with one another to advance their social impact strategies. A single philanthropic family could use Read More
Events & Webinars | Webinars

Demystifying Trust-based Practices: Trust in Action
March 29, 2023 | Kavi Waddell, Mark Rodriguez, Laura Jansen
The philanthropic sector continues to evolve, and many giving families are embracing a trust-based approach to their philanthropy—not only as a mindset, but as a guiding principle across their grantmaking, relationships, and operations. While many families are interested in and willing to adopt trust-based practices, it isn’t always clear how and when to utilize specific trust-based approaches and what they Read More
Events & Webinars | Webinars

The Essentials of Good Governance
February 9, 2023 | Ann Ziker, Gioia Perugini, Tom Zellerbach
Governance, a system for who will make decisions and how, is the guiding framework for your family philanthropy’s long-term success. There are many governance constructs that support an effective board, and different methods to engage family within each construct. But what are the common elements that contribute to an effective board across all governance constructs? In this webinar, learn the Read More
Events & Webinars | Webinars

Preparing for and Managing a Productive Board Chair Transition
April 13, 2023 | Sean Boyd, Pete Helsell, Sarah Walczyk, C’Ardiss “CC” Gardner Gleser
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 Read More
Events & Webinars | Community Conversations

Balancing Individual and Family Interests in Collective Giving
April 4, 2023 | Wendy R. Ulaszek, Ph.D., Ashley Blanchard
For many, family philanthropy presents an opportunity to create a shared experience, unifying the family by working together toward a lasting legacy of impact. Family philanthropy can also give participants an opportunity to explore and cultivate their personal—and sometimes separate—philanthropic passions. There can be an inherent tension between these two goals, and many families struggle with how to address it—especially Read More
Events & Webinars | Webinars

Philanthropic Purpose, Motivations, and Values
January 12, 2023 | Nancy Bacon
For your philanthropy to be meaningful and effective, it is important to define, refine, and periodically revisit your philanthropic purpose: to understand your motivations for giving, the collective values that guide your philanthropy, and establish clarity around the various priorities and approaches your family will utilize in its giving. This interactive program is designed to both guide families through initial Read More
Events & Webinars | Peer Networks

Strategic Lifespan Peer Network: The Spend Down Journey—Timing is Everything
June 6, 2023 | Rhonnel Sotelo, Anne Marie Toccket, Priscilla Enriquez, Glen Galaich
The length of the spend down journey varies from foundation to foundation. The nature of decisions also varies depending on the length of time remaining in the foundation’s lifespan. What is top of mind at the different times of the spend down journey? What can a spend down foundation with more than 10 years remaining learn from a foundation with Read More
Events & Webinars | Peer Networks

Strategic Lifespan Peer Network: Spending Down—Trade-offs and Opportunities
February 7, 2023 | Anne Marie Toccket, Laurel Randi, Priscilla Enriquez, Glen Galaich
When a family makes the decision to spend down their philanthropic resources, that is just the beginning to many other decisions that affect the impact of the family’s giving. Trade-offs will need to be made related to staffing, investments and grantmaking. How can one maximize the opportunities that spending at a faster payout rate provides? How can one minimize missed Read More
Events & Webinars | Peer Networks

Rural Funders Peer Network: Workforce Development in Rural Communities
May 18, 2023 | Katie Hughes, Gretchen Schmidt, PhD, Dr. Ben Stafford, Erin Borla, Wynn Rosser
In rural communities, where populations are more dispersed and farther from major job centers, labor markets face different challenges than those in urban areas. Currently labor shortages in healthcare and education are particularly acute in rural areas. But investment in workforce development tailored to rural communities can significantly improve this situation. Join us for a conversation to learn about best Read More

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