Spark Session: Community Foundation Business Models for Family Philanthropy
Community foundations staff and other colleagues interested in learning more about this special network, and ways to get involved.
Your community foundation wants to provide more intensive services to philanthropic families. But how will you define your customer segments and their goals? What unique value proposition will you deliver? What will be your goals for revenues and costs? And how will you define external and internal success measures?
The community foundation field is experimenting with a variety of answers to those questions. On this Spark Session, you’ll learn two community foundations’ contrasting business models for delivering family philanthropy services. Their stories will be part of a larger set of case studies NCFP is creating in 2017 for the upcoming Family Philanthropy Playbook.
We are pleased to offer representatives from community foundations that are not yet part of the Community Foundations Family Philanthropy Network one complimentary registration to a Spark Session of your choice. To take advantage of this offer and register for this webinar, please complete our simple guest registration form.
About this series
This program is part of the Spark Session series under NCFP’s Community Foundations Family Philanthropy Network. The series is designed for community foundations to exchange practical advice, tools, and tips from peers on aspects of their family philanthropy engagement. In one hour, this content-rich webinar feature peer case study examples and will allow attendees to delve deeper through an open facilitated dialogue.
The recording and related materials for this Spark Session webinar are available only to NCFP’s subscribing community foundations. It is located in our community foundation’s Dropbox folder of shared files. Please contact firstname.lastname@example.org if you need a link to the Dropbox folder.
Joanne E. Cohen is the Vice President of Philanthropic Services for The Community Foundation for Northeast Florida. Cohen joined the Foundation in August of 2012. For the prior ten years, she was the Assistant Executive Director of Jacksonville Jewish Federation, responsible for a $2 million annual campaign. Her experience includes work at the Jewish Federation of Greater Dayton, LexisNexis, The Education Law Center and Association of Retarded Citizens, both in Pittsburgh.
She provides staff leadership of The Donors’ Forum of Northeast Florida, the Weaver Philanthropic Initiative program for Next Gen philanthropists and three giving circles: the Women’s Giving Alliance, a giving circle with over 400 female members, the Beaches Community Fund where donors are focused on geographic needs and the MyVillage Community Fund working to educate and increase philanthropy in the African American Community. She works closely with donors to provide deeper service and attention to their philanthropic vision.
Kim Wright serves as the Director of Family Philanthropy at the Seattle Foundation. Kim directs the foundation’s philanthropic advising and leadership work with multiple generation families. She specializes in helping people develop personalized giving plans that drive community impact while providing meaningful philanthropic work. She is recognized nationally for leadership in family philanthropy consulting. Born and raised in Seattle, Kim has been working in the local philanthropic sector for twenty years. Through her decade-long work in youth philanthropy leadership at the City of Mercer Island, Kim activated over 1000 Millennials, igniting their skills and passion for community, social justice and environmental service. A former Executive Director and Program Officer, Kim brings nonprofit management experience and trusted community relationships to her work with philanthropic partners. She is guided by a deep trust in the community and believes effective philanthropy must include active listening and authentic relationship building. She holds two Bachelor of Arts degrees in Sociology and Humanities and currently devotes her voluntary leadership work to expanding generosity and advancing progressive initiatives as a board member of Bolder Giving. Kim is often called upon to train peers across the country in the community foundation field. She thrives creatively on innovating philanthropic approaches and tools which guide the Seattle Foundation’s philanthropic advising team. Most recently, Kim has been coaching a new philanthropist and guiding the development of a large new private foundation poised to make a meaningful impact in closing the academic achievement and opportunity gaps in King County Washington. She approaches the work with active listening and an empowerment model, so the founder will flourish as a strategic, compassionate, and impactful philanthropic leader.
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, 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. Tony currently serves as program manager for the NCFP's Community Foundations Family Philanthropy Network. He also serves as a senior advisor to the Impact Finance Center and peer reviewer for The Foundation Review.
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!