Leading by Design: A special retreat for family foundation CEOs
Hosted by the National Center for Family Philanthropy in partnership with the Southeastern Council on Foundations and Philanthropy Southwest at the Colonial Williamsburg Lodge, Williamsburg, Virginia
CEOs of family foundations and family offices.
The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills.
This retreat will help you identify the roles essential to your position—and envision them with new “lenses.” You’ll have the opportunity to explore an analytic framework that can help you bring the best of yourself to challenging situations, and manage them for better outcomes—for you and the foundation.
The retreat will feature two nationally recognized philanthropy experts:
- Jan Jaffe, the creator of GrantCraft, and a senior partner at The Giving Practice through Philanthropy Northwest. Jan developed her approach based on interviews and work with hundreds of grantmakers, including numerous family foundations.
- Virginia Esposito, Founder and President of NCFP. Ginny will share insights on how successful CEOs craft enriching, sustainable careers. From personal and professional renewal to peer networks and more, Ginny will address the arc of the CEO’s career with her unique perspective.
Throughout the retreat, you will have the opportunity for peer exchanges and discussions of the real-life situations that you experience, and to design plans and approaches to bring back to your foundation for stronger results. Activities will include:
- Reflective practice: work with your peers to identify and explore your distinct challenges
- Create a family foundation CEO “role deck”: compare the various roles you play with others in the field, based on research with family foundation CEOs
- Tutorial: review organizational theory about characteristics of role and the relationship of self-in-role
- Test Drive: apply an analytic framework to your challenges and opportunities
Registration limited to 20 attendees.
$100 discount is available if you are registering for both the NCFP CEO Retreat and the Family Foundations Forum, sponsored by SECF and PSW.
To access this special registration rate DO NOT REGISTER BELOW. Please email Michael at firstname.lastname@example.org and include your name, title, phone number, and organization.
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.
Jan Jaffe worked at the Ford Foundation for thirty years in a variety of positions-- in program-related investments, as its first learning director and as a senior director improving grant-making strategies internally and in the field. She created GrantCraft to help foundations exchange tools and skills for supporting social change. She was on the faculty of The William Alanson White Institute’s Organization Program where she taught the course on role in organizational life. Jan’s consulting practice focuses on helping nonprofits and foundations improve their work through capacity building, strategy exploration, learning tools and coaching. She is a senior partner with The Giving Practice at Philanthropy Northwest.
Gayle Williams brings 30 years of leadership and management experience in philanthropy and nonprofits. After 19 years (1993-2012) as Executive Director of the Mary Reynolds Babcock Foundation, Gayle now works as a consultant to foundations and an individual leadership coach. Her consulting focuses on foundation strategy and executive leadership. Her coaching concentrates on foundation and nonprofit executives, including younger leaders in the sector, with a concentration on transition.
In addition to her coaching and consulting, Gayle is a Courage and Renewal® Facilitator, serving as a facilitator for the Center for Courage and Renewal’s Academy for Leaders, for Courage to Lead in Philanthropy, and for an emerging Courage to Lead circle of people in serving professions in her home community. She chairs the board of Management Assistance Group, a national consulting firm serving social justice movements and networks with the core values of dignity, love and justice. In 2015, she served as Interim Executive Director of Management Assistance Group.
At the Babcock Foundation, Gayle led the board and staff in two ten-year cycles of strategic learning and development focused on equity and opportunity in the Southeastern US. She developed structures and processes for engaging the board and staff in reflective practice and evaluation and led experiments such as the Foundation’s successful Organizational Development Program and its Network Officer role. Prior to the Babcock Foundation, Gayle was Program Director for Education at the Lilly Endowment in Indianapolis, Indiana where she led community-based initiatives on educational equity. During her time in philanthropy, Gayle served on the boards of Grantmakers for Effective Organizations and Grantmakers for Children, Youth and Families. Over the years, she has served on several national and statewide nonprofit boards.