Transformation, transparency, and ongoing learning: Focusing your foundation’s approach and strategy
Boards, donors, and foundation staff and advisors interested in learning more about how to think creatively and strategically about how to shift from a more traditional giving approach to a highly targeted social investing strategy.
Hear the story of how one mid-sized family foundation created a new theory of change for its own grantmaking and shifted from a more traditional giving approach to a highly targeted social investing strategy. This webinar will take an in-depth look at the experiences and lessons learned of the Tauck Family Foundation as it engaged in a re-think of its programs and strategies, resulting in a newly adaptive approach, strong relationships with its core investees, a laser-like focus on “what works,” and a commitment to ongoing learning and continuous improvement. Learn how your foundation or giving program might adapt a similar approach, what some of the challenges might be, and why this might be the right approach for meeting your mission.
Liz Walters' early career involved teaching, admissions, and development in various independent schools in New England and California. She then served for 10 years as the Managing Director and senior staff person of the Tauck Family Foundation, a private foundation based in Norwalk, CT, that invests in organizations and initiatives that equip the children of Bridgeport, Connecticut with the necessary social and emotional skills to thrive academically and in life. Liz currently serves as President of the Tauck Family Foundation’s board of directors and as Vice-President of the Board of the Bainbridge Island Museum of Art.
Liz received a B.A. in Government from Dartmouth College and an MBA from U.C. Berkeley. Her graduate work focused on non-profit management practices and the philanthropic sector. She lives on Bainbridge Island with her husband and three daughters.
Mirellise Vazquez serves as the Tauck Family Foundation’s Interim Executive Director, spearheading the foundation’s due diligence process and managing the portfolio of non-profit investees. Prior to joining the foundation in 2010, she held several posts in the public and non-profit sectors, focusing on children’s rights and education, including grant-making, research, and advocacy. Mirellise has a Master's Degree in Public Policy and International Affairs from the University of Pittsburgh, as well as a Bachelor's Degree from Franklin & Marshall College.
Ronelle P. Swagerty is Chief Executive Officer of New Beginnings Family Academy. Prior to taking the helm in August 2013, Mrs. Swagerty managed the school’s non-profit support organization, Friends of NBFA, Inc., for nearly a decade. A native New Yorker, Mrs. Swagerty earned an undergraduate degree from Emerson College and holds a MBA from Fordham University’s Graduate School of Business Administration.
What participants said:
One of the best webinars I have attended!
Our community-based board has been looking for ways to increase our impact. This webinar was right on point.
It is great to hear the story of a smaller foundation going through this process.
The speakers knew their stuff and were very passionate about it!