Planning for an influx of assets
Board members, staff, advisors, and donors in family philanthropy.
An influx of assets—whether sudden or expected—is a powerful transition point in your family’s philanthropy. With rising resources comes the budding potential to do more of what you’re already doing: making a difference according to your foundation’s mission. With more money come increased opportunities and challenges. For family foundations—particularly those for whom the influx comes as a complete surprise, or who haven’t planned in advance—a change in asset size can feel downright disorienting. This special webinar, featuring two family foundations who have been through, and are still in the midst of, an increase in assets will help you plan now for growth tomorrow, and manage change if you’re in the midst of it today.
Tara Brown directs Hidden Leaf Foundation. Hidden Leaf’s mission is to expand inner awareness within social change organizations in order to enhance the effectiveness of the progressive movement. Tara and Hidden Leaf helped launch and sustain the Seasons Fund for Social Transformation. After ten years working in international community development, Tara began her work for transformational social change with a Masters Degree in Integral Anthropology (focusing on Ecology and Social Change). For six years, she then directed the Institute for Deep Ecology, which articulates a mind/body/spirit worldview addressing many of today's pressing social and environmental quandaries. Tara’s current passions include surfing and parenting her 18-year-old son.
Elaine Gast Fawcett, Contributing Editor to the National Center for Family Philanthropy, is a philanthropy writer and communications strategist who has been telling people's stories since fifth grade. For the past 20 years, she has worked to strengthen the philanthropic and nonprofit sectors by sharing the practices that elevate governance, management, and community impact. Elaine has interviewed 1000+ family foundation trustees and leaders, and has authored books, reports, toolkits, articles, and communications campaigns for family foundations and grantmaker associations (including NCFP). She has managed multi-million dollar grant programs for foundations including The David & Lucile Packard Foundation and the Blue Shield of California Foundation, and is a certified multigenerational family trainer with 21/64. Elaine enjoys meandering mountain trails of the east SF Bay Area, where she lives with her husband and three young girls.
Katherine Lorenz is President of the Cynthia and George Mitchell Foundation, a family foundation focusing on environmental sustainability in Texas, and is a National Center for Family Philanthropy Fellow and board chair. Previously, she served as Deputy Director for the Institute for Philanthropy, whose mission is to increase effective philanthropy in the UK and internationally. Read more.
What participants said:
NCFP consistently and brilliantly presents the very best education to family foundations and donor advisor funders. Though I actively participate in educational opportunities with many organizations in the philanthropic center it is those offered by NCFP that drill deeper into issues, savor the nuances of family grantmaking and produce products that motivate and inspire in an all embracing understanding of families and the dynamics that challenge them.
The Family Philanthropy Webinar series is a wonderful resource, allowing us to "attend" sessions from all over and to share materials with other members of our foundation. The transcripts of the sessions are also a valuable resource. Thank you for these Webinars.
NCFP webinars are an effective way for me to be stimulated and educated. I always expect excellent presenters and up to date information from NCFP, and have not been disappointed with these webinars. The recent one discussing women and philanthropy was very timely as women grow in their capacity and leadership roles in philanthropy. Thank you NCFP!
The National Center has been an indispensable source of wisdom, tools, and best practices for my clients on matters ranging from advancing intergenerational leadership transition strategies to building effective websites to creating discretionary grant making guidelines.
These webinar events are the most valuable as part of our SECF membership... we access current experts on the topics pertinent to family foundations...and we remain in our office!.... no travel expenses or conference fees... and we can access this information at a future time for our Board. A win-win for all of us who are so busy but are eager to stay current and networked.
I have attended many of NCFP's webinar and always walk away with new ideas that expand my knowledge of family philanthropy. The content is always amazing, well-structured and full of different perspectives. I especially love the stories told by presenters of their families journey within philanthropy and how they are impacting communities.
Creating Effective Next Gen Boards was by far the best webinar I have experienced. The material was well put together, well presented, easy to follow, and very engrossing! The youth on the webinar were very articulate and experienced and provided a unique insight into the benefits and pitfalls in involving 8 year-olds and up in family philanthropy, i.e. the younger we start, the better and easier it is for everyone! Thanks for this webinar!
I have participated for years in the Family Philanthropy Webinar Series, which has been a tremendous value-add for our subscription to NCFP Friends of the Family! This just keeps getting better and better with each passing month, and I'm so very impressed with the caliber of presentations and the organization behind them! Best webinar series in the field!