The critical role of the board chair in family philanthropy
CEOs, board chairs, and anyone who works with them!
What are the critical roles and responsibilities of family foundation board chairs? What are the traps that board chairs can fall into, and how can you avoid them? How can CEOs and board chairs create a mutually respectful and positive long-term partnership? And how can your family identify and prepare a successor chair? Join us for this wide-ranging conversation on the critical role of the board chair in family philanthropy with international family foundation experts Virginia Esposito and Alice Buhl along with two experienced and thoughtful family foundation leaders. This is a must-see webinar for any CEO or board member that is a current board chair or that has or plans some day to serve in this role.
Alice Buhl is Senior Fellow to the National Center for Family Philanthropy and its Board of Directors. She was a founding board member of the National Center for Family Philanthropy and led the development of the “Pursuit of Excellence” assessment process. Alice is a Senior Consultant for Lansberg, Gersick & Associates.
Virginia M. Esposito, is the founder and president of the National Center for Family Philanthropy. For more than 35 years, she has worked to advance private philanthropy through research and education. For 30 of those years, she has focused on the family philanthropic experience, promoting values, vision, and excellence across generations of donor families. Ginny was editor and principal author of the first edition of Splendid Legacy and Splendid Legacy 2: Creating and Re-creating Your Family Foundation. Her research publications include The Power to Produce Wonders: The Value of Family in Philanthropy and The Family Foundation CEO: Crafting Consensus out of Complexity. Ginny also edited, and was principal author of the four-volume Family Foundation Library and numerous articles and issue papers on family philanthropy. She has presented at hundreds of programs for and about donor families throughout North America and on four other continents. In addition to her work on family philanthropy, Ginny edited Conscience and Community: The Legacy of Paul Ylvisaker, the writings and speeches of the late foundation trustee, educator, and dean of the Graduate School of Education at Harvard University. She has served on boards and committees for organizations including Great Nonprofits, the Binational Commission on the Nonprofit Sector (US and South Africa), the Commission on the Future of Public Education (Public Education Network), Committee on Ethics and Accountability (Independent Sector), the Philanthropy and the Black Church Project, and Strengthening Native American Philanthropy. She currently serves on the board of directors of the John M. Belk Endowment.
Kelly Sweeney McShane is Board Chair of The William J. and Dorothy K. O’Neill Foundation, based in Cleveland, and has served as President and CEO of Community of Hope in Washington, DC since January 2001. During that time, the organization has grown from a budget of $1.8 million to $14 million and more than tripled the number of families that it serves. Community of Hope, which was founded in 1980, provides housing for homeless families and affordable, quality healthcare in a family practice model. Kelly previously served as Executive Director of Hannah House, a transitional housing program for homeless women in the District of Columbia, and was a Peace Corps Volunteer in Sierra Leone, West Africa.
Kelly currently serves on the Board of Directors of the DC Primary Care Association and 501cTech and as a member of the Mayor’s Interagency Council on Homelessness, including co-chairing the Strategic Planning Committee. She is a member of the 2006 class of Leadership Greater Washington. She received a Masters in Business Administration from Georgetown University and has a B.A. from Harvard University.
Kelly is a winner of the Eugene and Agnes E. Meyer Foundation's Exponent Award, which recognizes nonprofit leadership. Kelly also was recognized as a Champion of Change by the DC Primary Care Association in 2011. She is the co-author of a book entitled Winning Ways: Great Nonprofit Management Ideas. She lives in Washington, DC with her husband and three children.
Steve Toben is the president of the Flora Family Foundation. Before joining the FFF staff in 2000, Mr. Toben served for nine years as a program officer at the William & Flora Hewlett Foundation where he directed the foundation's programs on conflict resolution and the environment. He is a former chair of the Environmental Grantmakers Association and a co-founder of the Peace and Security Funders Group. Mr. Toben began his career as a law clerk for the Hon. Sam J. Ervin, III, on the United States Court of Appeals for the Fourth Circuit and practiced law for eight years. He is a former member of the Portola Valley Town Council and twice served as mayor. Mr. Toben is a graduate of the University of North Carolina and the Yale Law School.
What participants said:
The webinar had a good diversity of presenters and practical tools.
A helpful overview with "real-life" examples providing a useful theory/practice format.
I thought the discussion was well framed by the opening comments by Alice and Virginia, followed by real world experiences from two family foundations. I liked the survey at the beginning as a way of comparing my personal situation with others on the webinar.
Yes the handouts were invaluable and insight on certain questions appreciated.
Our family foundation is currently in the midst of identifying the next Board Chair, most likely from the next generation. The current Chair has been in the role for many years, and many of the pitfalls that I am anticipating were discussed today.
All of the speakers were excellent, a good combination of consultants and "in-the-trenches" folks. I have worked with Alice for many years and always learn from her vast experience and wisdom.