Creating a culture of learning for your family and board
Family foundation boards and CEOs looking for creative strategies for educating board and family members.
In the introduction to "Generations of Giving," NCFP's seminal study of multi-generational family philanthropy, lead author Kelin Gersick writes that "success in family philanthropy is measured in part by the family members' commitment to the foundation's work, the satisfaction they take in doing that work together, and the foundation's ability to evolve and remain vital from one generation to the next." Many families find that commitment and satisfaction in their shared philanthropy is directly correlated to the efforts they take to educate and train board and family members about their roles and responsibilities -- and about the many grantmaking options available to them. This webinar will feature examples of family foundations with creative board engagement strategies including making board meetings more interactive, finding ways to engage board members with diverse backgrounds and interests, and other ongoing education options for board and family members.
Richard Woo is the Chief Executive Officer of The Russell Family Foundation. He guides the Foundation's strategic planning, programs and community affairs. Prior to arriving at the foundation, he spent many years working in nonprofit organizations and business in California. He is the former executive director of the Levi Strauss Foundation, and has served on the boards of the Council on Foundations, Philanthropy Northwest, and Asian Americans/Pacific Islanders in Philanthropy.
Sarah Cavanaugh is a trustee of the Jini Dellaccio Collection, preserving and promoting the work of the master photographer. She serves as trustee and past president of The Russell Family Foundation and as a board director of the National Center for Family Philanthropy. She is also a member of the Honorary Council of Philanthropy Northwest and a trustee of The Merwin Conservancy. She has worked in the nonprofit sector for many years in support of the arts, education, leadership development, the environment, and children's health.
Tony Macklin, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about purpose, use of resources, action planning, and learning. As executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing, grantmaking, trustee education, next gen preparation, and back-office management. In twelve years at the Central Indiana Community Foundation, he led grantmaking initiatives, advised wealthy donors, attracted $39 million, and launched a social enterprise. Based in Indiana, Tony currently serves as Senior Program Consultant for NCFP's Community Foundation Network and other NCFP projects. He is also a senior consultant with Ekstrom Alley Clontz and volunteers as a senior advisor to the Impact Finance Center and peer reviewer for The Foundation Review.
Evan M. Hunt is a fourth-generation board member of the Roy A. Hunt Foundation.
Lila C. Hunt has been a trustee of the Roy A. Hunt Foundation for the past five years. She is currently Chair of the Next Generation group. As Chair, Lila directs the meetings and serves as a mentor to trustees new to the foundation. Lila has always had a passion for philanthropy and frequently volunteers her time at museums and other non-profit organizations. Her most recent adventure is traveling to Peru to climb Machu Picchu while raising money for Flying Kites, a non-profit organization in Africa. Lila graduated from Suffolk University with a Bachelor of Science degree in Communications. She works as an event/wedding planner in Portland, Maine.
What participants said:
I have learned from several webinars, but those participating in this one offered a better breadth of experience and age diversity than some others.
Creating a Culture for Your Family and Board was both informative and inspirational. I actually found myself getting a little teary-eyed on the topic of families learning and growing together!
Ideas I especially liked are using discretionary grants and storytelling about favorite grants to educate other board members; using consent agendas to streamline board meetings to make more time for education; recognizing the educational value of 'instructive failures.'