2023 Partner Summit
This event is available exclusively to NCFP Network Partners, including those who work at regional associations of grantmakers, consulting or advisory practices, or financial institutions.
Virtual
The inaugural Partner Summit is a virtual convening designed for our network of regional associations of grantmakers, philanthropic consultants and advisory firms and financial institutions that serve family philanthropies. The summit will explore the latest trends in family philanthropy, including promoting effective practices with members and clients, the power of cross-sector relationships and defining paths to equity and advocacy for family philanthropies. With interactive breakout sessions, attendees will have the opportunity to connect, collaborate and strengthen their practice.
Agenda
12:00 PM
- Welcome & The Principles of Effective Family Philanthropy – Nicholas Tedesco, President & CEO, NCFP
1:10 PM: Session (1)
- Approaches to Equity in Family Philanthropy – Soma Sharan, Director of Donor Engagement at Amalgamated Foundation, and Council on Michigan Foundations, including Kyle Caldwell, President and CEO
- Building Learning Journeys – Christine Sherry, Founder, Sherry Consulting, and Jason Born Senior Director, Knowledge, NCFP
2:10 PM: Session (2)
- The Family Giving Lifecycle (Revisited) – Miki Akimoto, Chief Impact Officer, NCFP
- Philanthropy in Multi-generational Complex Families – Ashley Blanchard, Head of Philanthropic Services, Lansberg Gersick Advisors
3:00 PM
- Closing
If you have any questions regarding the summit please contact Shannon Jeffries, Manager of Partnership Development (Shannon.Jeffries@ncfp.org).
Event Materials
- Effective Family Philanthropy Principles - Partner Summit - 7.25.23
- Building Learning Journeys
- Family Giving Lifecycle Overview
- Approaches to Equity in Family Philanthropy
- Philanthropy in Multi-generational Complex Families