2017 National Forum on Family Philanthropy: Session Handouts and Slides

When
Wednesday, October 18, 2017, 09:00 AM until Friday, October 20, 2017, 11:00 AM EST
Duration
3 days
Where

Renaissance Washington, DC Downtown Hotel

Who should attend

Donors, board members, family members, and CEOs of family foundations, donor advised funds, and community foundations.

Description

Plenary and Concurrent Session Descriptions and Presenters

Wednesday, October 18th:  OPENING PLENARY

The Power of Storytelling:  Our 2017 National Forum kicks off with an interview of the celebrated American documentarian and filmmaker Ken Burns by the award-winning media commentator and author Cokie Roberts. They’ll discuss the power of storytelling and the media in shaping communities and civil discourse, his upcoming series on Vietnam, and much more.

Presenters:

  • Virginia Esposito, Founder and President, National Center for Family Philanthropy (welcome)
  • Nancy Cable, President, Arthur Vining Davis Foundation (introduction)
  • Ken Burns, Filmmaker
  • Cokie Roberts, Political Commentator, ABC News and NPR

Handouts and Additional Resources:

 

Wednesday, October 18th: CONCURRENT SESSIONS

Telling Your Story: Family Philanthropy and Media Perceptions: Family foundations are dedicated to improving their communities and leading conversations that will help advance their missions. But as they look to expand their work, many families have a hard time explaining their work and building relationships with the media. Many foundations simply don’t know where to begin. Others are worried that they might unintentionally create negative perceptions about their work. This practical workshop will help your foundation understand how it can more effectively explain its work to reporters and editors, expand its thought leadership, and gain more exposure.

Presenters:

  • Peter Panepento (moderator)
  • Stacy Palmer, Editor, The Chronicle of Philanthropy
  • Vincent Stehle, Executive Director, Media Impact Funders

Handouts and Additional Resources:

Philanthropy in a Time of Dramatic Policy Change: 2017 has brought both expected and unexpected policy changes for funders and nonprofits. How will these policy changes affect the climate of giving and influence the strategies and priorities of organizations working to create sustainable progress? Join this session for updates on policy proposals related to family philanthropy, and hear from others on their responses to these and other issues.

Presenters:

  • David Weitnauer, President, R. Howard Dobbs, Jr. Foundation (moderator)
  • John Mullaney, Executive Director, Nord Family Foundation
  • Sandra G. Swirski, Executive Director, Alliance for Charitable Reform and Partner, Urban Swirski & Associates

Handouts and Additional Resources:

Thrive at Five: The Secrets of Long-Term Family Philanthropy: How does a family respectfully bring young adults in? What is the values base that unites them?  How does this contribute to longevity of the foundation? What have foundations that have made it to the 5th generation done to sustain a foundation successfully over the generations? Why have they made it to five generations? Join this discussion featuring time-proven models of stewardship and cross-generational respect.

Presenters:

  • Mae Hong, Rockefeller Philanthropy Advisors (moderator)
  • Kelly Nowlin, Board Member, Surdna Foundation
  • Kerry Robinson, Board Member, Raskob Foundation

Handouts and Additional Resources:

Transparency and Accountability: Private Responsibility, Public Trust: What does it mean to be a family foundation trustee in today’s world: How do you balance your commitment to the donor’s legacy and the family’s shared vision with the immediate needs of the communities you serve? What is your responsibility for sharing what you’ve learned with others? How can you be sure that you are accountable to the causes and communities you serve? And are there any drawbacks to being fully transparent in your grantmaking? Join this conversation with peers who have carefully considered the tradeoff between privacy and the public trust to discuss the philosophical and practical application of these and other related questions.

Presenters:

  • Linda Baker, Director of Organizational Effectiveness, David and Lucile Packard Foundation (moderator)
  • Barbara Bainum, Board Chair, Bainum Family Foundation
  • Jacob Harold, President & CEO, GuideStar
  • Allison Magee, Executive Director, Zellerbach Foundation

Handouts and Additional Resources:

Impact Investing and Generational Differences in Family Foundations: Family foundations have a major opportunity to use philanthropy to create positive social change. Until recently most foundations have focused their efforts on grantmaking to influence the issues they care about. But a growing number of family foundations are being encouraged by next gen leaders to consider the use of impact investing – investments that create both social (or environmental) and financial returns.

Presenters:

  • Ariella Rotenberg, Senior Associate, The ImPact (moderator)
  • Mark and Fuller Callaway, Trustees, Morning Star Foundation
  • Simone Friedman, Head of Philanthropy and Impact Investment, EJF Philanthropies
  • Stephanie Cohn Rupp, Managing Director of Impact Investing, Threshold Group

Handouts and Additional Resources:

Preserving Donor and Family Legacy – New Tools and Techniques: Whether the founders of your foundation are alive and well or have long since passed, there are a variety of practical tools available for capturing and cataloging the stories of your founders and the foundation. Doing so engages current trustees and family members in learning their legacy, and creates a time capsule for future members to have the chance to “know” the founders and the foundation history. This session will include an overview of NCFP’s partnership with Enwoven (formerly The History Project), as well as case studies of two foundations that used different tools to celebrate significant anniversaries, highlight the stories of their founders, and recruit new trustees to their board.

Presenters:

  • Niles Lichtenstein, Founder and CEO, Enwoven (moderator)
  • Debbie Brodsky, Owner, DMB Pictures
  • Michelle Knapik, President, Emily Hall Tremaine Foundation
  • Kelly Medinger, Executive Director, Marion I. & Henry J. Knott Foundation

Handouts and Additional Resources:

Giving While Living: Founders at the Table: Founders bring a special sense of purpose to family philanthropy, as well as an entrepreneurial spirit for the possibilities of giving. But they also may bring unrealistic expectations or lack the awareness that their presence can at times stifle debate and conversation. If you are a founder, how can you build self-awareness about the challenges you may inadvertently cause? And if you are someone who works for or alongside a founder, what are approaches you can take to alleviate power dynamics issues and help ensure the family’s shared dream of philanthropy is reached?

Presenters:

  • Mary Phillips, President, GMA Foundations (moderator)
  • Mitchell Karasov, Board Member, and Maxwell Drever, Founder, Drever Family Foundation
  • Beth Harrison, Board Member, and Dr. Donald Harrison, co-Founder, The Donald C. and Laura M. Harrison Family Foundation

Handouts and Additional Resources:

21st Century Geographic Dispersion: Supporting a Global Family: Increasingly, families engaged in philanthropy live in communities and countries across the globe. These families have both global interests as well as a global perspective on the role their family’s foundation can play. In this session, hear from leaders of family foundations with a global lens in their work.

Presenters:

  • Rob Buchanan, Board Chair, Charities Aid Foundation of America (moderator)
  • Alessandro d’Ansembourg, Trustee, Flora Family Foundation
  • Katherine Osborne Valdez, President, The Powell Foundation

Handouts and Additional Resources:

Bringing in New Voices: Nonfamily Trustees, Advisory Committees, and Other Tools:  What are the signs that your foundation’s board might benefit from adding one or more community leaders to bring new energy and fresh voices to board deliberations and decisions? Learn more about the advantages, challenges, questions, and opportunities of engaging non-family trustees on your family foundation’s board.

Presenters:

  • Robin Strawbridge, Board Member, Fleishhacker Family Foundation (moderator)
  • Caprice Bragg, Board Member, Nord Family Foundation
  • Jason Burnett, Board Member, David and Lucile Packard Foundation
  • Mirellise Vazquez, Executive Director, Tauck Family Foundation

Handouts and Additional Resources:

Interactive Learning Agendas to Engage Family Members:  Is your family looking to reinvigorate a culture of learning, bring new board members up to speed, or unify the board around collective learning to deepen their expertise in an issue area? Planning board learning agendas requires considering the individual and collective personalities on your board, generational differences, varied styles of learning, and setting realistic timelines. Whether your board responds better to classroom-style education, experiential gameshow style formats, or anything in between, we will present and try out ways to create and implement board learning agendas that are both empowering and enjoyable for families.

Presenters:

  • Holli Rivera, President, Intentional Philanthropy (moderator)
  • Alyssa Cogen, Board Member, Solon E. Summerfield Foundation
  • James Cummings, Board Member, Nathan Cummings Foundation
  • Carmen Wong, Director of Grants and Operations, Mead Family Foundation

Handouts and Additional Resources:

Legacy Planning and Leadership Transitions for Times of Grief:  While the death of a beloved family leader is inevitable, dealing with mortality remains perhaps the least discussed and most difficult reality confronting family foundations. How can you work with your founders (or senior leaders) to discuss and prepare for the future? How do you ensure clarity of donor intent and decide how to structure board and family leadership?  How do staff and board react to sometimes dramatic changes in leadership style and vision that follow a death? Hear from foundations who are grappling with a founder’s request to confront these difficult questions and where death meant those left behind were forced to make difficult and emotional decisions in a short period of time. Learn how your family can prepare for the special challenges of grief and transitions.

Presenters:

  • Jim Parsons, President, Brinson Foundation (moderator)
  • James Berylson, Trustee, Richard and Susan Smith Family Foundation
  • Sandy Cardin, President, Charles and Lynn Schusterman Family Foundation
  • Lynne Doblin, Executive Director, Richard and Susan Smith Family Foundation

Handouts and Additional Resources:

How Philanthropic Families and Community Foundations Successfully Partner: Community foundations can be a trusted resource to philanthropic families. They help families solve practical issues such as geographic dispersion and anonymity. And they can provide deeper support for community problem-solving and family succession planning. However, community foundations vary widely in their goals and capacity and family members vary widely in their goals for working with other partners. In this session, you’ll hear from leading community foundations and family philanthropists about how their partnerships strengthen their respective missions, leverage local knowledge and resources, and help prepare future generations of philanthropic families. The session will also draw on the experience and trends research of the National Center for Family Philanthropy and its Community Foundations Family Philanthropy Network.

Presenters:

  • Tony Macklin, Tony Macklin Consulting (moderator)
  • Beth Harper Briglia, Vice President of Philanthropy Services, Chester County Community Foundation
  • Heidi Stolte, President, Stolte Family Foundation
  • Kimberly Wright, Executive Director, Stolte Family Foundation

Handouts and Additional Resources:

Capacity Building and Investing in Leadership: What Does it Mean for Effectiveness and Impact? How can family foundations invest in leadership to build capacity at core organizations they support? Join this interactive conversation with others family foundation leaders who have placed an emphasis on building community leadership.

Presenters:

  • Megan Duffy, Associate Vice President of Programs, Grantmakers for Effective Organizations (moderator)
  • Yolanda Caldera Durant, Director of Programs, Fund the People
  • Sheila Perrin, Co-founder, Perrin Family Foundation
  • Seema Shah, Deputy Director, Cricket Island Foundation

Handouts and Additional Resources:

 

Wednesday, October 18th:  RECEPTION PLENARY

Race, Equity, and Family Philanthropy (Wednesday, October 18th, 6:30 to 10:00 p.m.): Conversations and clashes around race and equity are in the forefront in our communities, in the media, and in philanthropy. We’re confronting the fact that, for African Americans, gaps in socioeconomic progress are still driven by race and history. As philanthropists, we have a chance to confront the tough work of facing our hidden biases and the systemic biases around us, and to turn new understanding into action. In this special session, several of your peers will discuss their own journeys of learning and adaptation. They’ll share how their  organizations began discussing racial equity challenges, how their journeys have progressed, and the results so far for their families, organizations, and philanthropy. Note: This special opening evening event will be held at the National Museum of African American History & Culture. Note: This special opening evening event will be held at the National Museum of African American History & Culture.

Presenters:

  • Ridgway White, President, Charles Stewart Mott Foundation (introduction)
  • john a. powell, Director of the Haas Institute for a Fair and Inclusive Society, University of California, Berkeley (moderator)
  • Joshua B. Bernstein, Board Member, Diane & Norman Bernstein Foundation
  • Ashley Snowdon Blanchard, Vice President, Hill-Snowdon Foundation and Principal, Blanchard Consulting
  • Drs. Jeff and Sivan Hines, Donors, Community Foundation for Greater Atlanta
  • Nat Williams, Ph.D, Executive Director, Hill-Snowdon Foundation

A special thank you to the volunteers who helped shape the initial focus of this plenary: Carmen Anderson, Director of Equity and Social Justice, The Heinz Endowments; Tamara Lucas Copeland, President, Washington Regional Association of Grantmakers; Audrey Jacobs, former Director of the Center for Family Philanthropy, Community Foundation of Greater Atlanta; and Kathy Reich, Director, Buildings Institutions and Networks (BUILD), Ford Foundation.

Handouts and Additional Resources:

Perspectives and Stories from Families:

Thursday, October 19th:  BREAKFAST PLENARY

Pride of Place – Foundations Sustaining a Commitment to Place in a Rapidly Changing World: Join NCFP President Virginia Esposito along with leading place-based family foundations as they discuss early findings and themes from NCFP’s “Pride of Place” research project. Pride of Place explores how and why geographically-dispersed families have retained a primary commitment to the communities and regions where the philanthropy was established.

Presenters:

  • Alicia Philipp, President, Community Foundation for Greater Atlanta (introduction)
  • Virginia Esposito, President and Founder, National Center for Family Philanthropy (moderator)
  • Eleonora Frey, Vice Chair Trustee, The Frey Foundation
  • Adam Gibbons, Board Member, Rasmuson Foundation
  • Geoffrey Gund, President & Treasurer, The George Gund Foundation
  • Rick Williams, Chief Executive Officer, Sobrato Family Foundation

Handouts and Additional Resources:

Thursday, October 19th:  CONCURRENT WORKSHOPS

Avoiding Avoidance – Managing Family Dynamics: Conflict is neither inherently good nor bad. Conflict will always occur in an organization that’s growing, evolving, and changing. What makes it good or bad or a positive or negative experience is how it’s managed. In this session participants will explore typical situations where families might find themselves falling into the avoidance trap, and identify useful strategies for “avoiding avoidance” and other related tips and tools for managing family conflict.

Facilitator:

  • Dr. Stephen R. Treat, Senior Therapist and Former Director and CEO, Council for Relationships

Handouts and Additional Resources:

 

The Art and Practice of Collaboration – Pushing Past the Noise and Frustration: Our lives are determined by the quality of our relationships and partnerships. While we may live with some confusions, frustrations, and lowering expectations. We resist building effective collaborations, or may have experienced them, as time consuming at best, and exhausting or even debilitating at worst. We can do better. We need to do better. Our society and many of our partnerships and families are more divided than ever before. Well-designed collaborations save time, and free up critical energy to solve vexing problems. In this session, Cindy Mercer and Alexander Grashow will share hard won lessons learned for effective partnerships and relationships to deliver on the promise of collaboration.

Facilitators:

  • Alexander Grashow, Founder, GOODWOLF

No handouts available.

Mission-Driven Assessment: The ways we assess the work of our grantees — and how we evaluate our own performance as funders — can have a dramatic effect on the success of all our work.  David Grant will make the case that if we build assessment cultures within our foundations (including our boards) and in partnership with the organizations we support, the result will be more “social profit” for the people and places we serve. In this interactive session, David will share practical tools and specific examples from a family foundation that is using formative assessment practices not only to shape their own work, but also to undertake groundbreaking field-level innovation  with their grantees.

Facilitator:

  • David Grant, Former president and CEO of the Geraldine R. Dodge Foundation and Author, The Social Profit Handbook: The Essential Guide to Setting Goals, Assessing Outcomes

Handouts and Additional Resources:

Achieving Equity…How Exactly? In this session, participants will hear what foundations are doing broadly to incorporate equity internally, as well as how specific family foundations are making equity a part of their day-to-day operations. We’ll also discuss how equity can help family foundations define and enhance their efforts at transparency. Kris Putnam-Walkerly, author of “The Road to Achieving Equity” will be joined by family foundation leaders who will share how their institutions are addressing issues of equity in ways that reflect family vision, encourage staff, better support grantees and partners, enhance transparency, and achieve their missions. Participants will have the opportunity for small group discussions and a chance to ask deeper questions of each panelist, as they create their own plan for next steps to address equity within your own foundation.

Facilitator and Presenters:

  • Kris Putnam-Walkerly, Founder, Putnam Consulting Group (facilitator)
  • Kelly Chopus, Chief Executive Officer, Robins Foundation
  • Patrick Troska, Executive Director, Jay and Rose Phillips Family Foundation of Minnesota

Handouts and Additional Resources:

What’s Your Strategic Lifespan? What are your foundation’s goals, and what is the best strategy for achieving them? While many foundations make the decision to exist strictly in perpetuity, some are choosing a “strategic lifespan” for their giving. The Quixote Foundation, a Seattle-based family foundation, describes this approach as follows:

We can have a greater impact by using all our money for catalytic change now instead of doling out modest grants indefinitely. That’s why we’re spending our entire endowment. We’re trading organizational immortality for a once-in-a-lifetime chance to make waves that will reverberate forever. It’s a different kind of perpetuity, and we call it “spending up.”

The Nathan Cummings Foundation, a New York-based multi-generational family foundation that intends to exist in perpetuity, has used a nimble mindset to deploy its endowment boldly and strategically, spending more at critical times and using its entire toolbox of investments, grants and shareholder activism strategies to tackle the moment’s challenges. This intimate and interactive discussion will be for both funders that have made the decision to “spend up” their assets as well as those managing their endowment strategically for impact for generations to come.

Presenters:

  • June Wilson, Executive Director Emeritus and Board Member, The Quixote Foundation (facilitator)
  • Sharon Alpert, President, Nathan Cummings Foundation
  • Farhad A. Ebrahimi, Founder & Trustee Chair, The Chorus Foundation
  • Lenore Hanisch, Board Member, The Quixote Foundation
  • Susan Packard Orr, Board Chair, David and Lucile Packard Foundation

Handouts and Additional Resources:

Putting Risk on the Table: Expanding Your Comfort Zone: Philanthropy is often described as society’s “risk capital.” Private generosity can support causes and ideas that business and government agencies cannot or will not. However, the idea of risk in philanthropy quickly muddies as we direct our generosity through a family foundation, donor-advised fund, or other collective effort. Our ideas about – and tolerance for – risk diverge, shaped by individual, family branch, professional, and other experiences. This workshop will feature tips from NCFP’s new Passage Issue Brief on this topic as well as advice from the Open Road Alliance’s Risk Management Toolkit.

Facilitator:

  • Sampriti Ganguli, CEO, Arabella Advisors
  • Diana Tyler Heath, Senior Director, Arabella Advisors

Handouts and Additional Resources:

Mission Investing: A Deep Dive into Current Strategies for Aligning Investments with Mission: This will be a fun interactive session, where participants will explore crafting their own mission-focused investment approach for their own (fictitious) Foundation. If you wish to participate, we ask that participants think ahead of time of the name of your new $100M Family Foundation and its mission… and we will work together on creating strategies to align the endowment with the mission of your choice.

Facilitator:

  • Stephanie Cohn Rupp, Managing Director of Impact Investing, Threshold Group

Handouts and Additional Resources:

 

Thursday, October 19th:  LUNCHEON PLENARY

Responding, Recovering, Rebuilding, Becoming Resilient: Our daily news and social media feeds are filled with stories of communities in crisis. Some have the shocking immediacy of mass shootings and hurricanes. Others are tragic results of long-simmering problems such as racial tensions, police-community relations, and failed infrastructure. Generous families are always quick to respond with outpourings of money, volunteer time, compassion, and prayer. But what can those families do weeks, months, and even years later to help victims and communities recover and rebuild? And, how can they help rebuild trust in a community to ensure it is more resilient when the next crisis comes? This panel of your peers will describe how they faced crises head-on, dug in for the long run, and improved both their communities and their philanthropy.

Presenters:

  • Janine Lee, President & CEO, Southeastern Council of Foundations (introduction)
  • Katherine Lorenz, President, Cynthia and George Mitchell Family Foundation (moderator)
  • Lori Bertman, President & CEO of the Irene W. & C.B. Pennington Foundation
  • Mark Brewer, President and CEO, Central Florida Foundation
  • Ridgway White, President, Charles Stewart Mott Foundation

Handouts and Additional Resources:

CONCURRENT SESSIONS

Imagining the Future: We invite you to participate in an exciting new program as we celebrate our 20th Anniversary.  We are using the opportunity of this anniversary to “Imagine the Future”  of the field of family philanthropy, its practitioners, family members, and NCFP for the future.  Working with Alexander Grashow,  we will launch our work at the National Forum on Family Philanthropy in 2017 with focus group discussions that address the following questions:

  1. Given the challenges in the world, and the changing philanthropic landscape, how do you see the field changing?
  2. What new tools, strategies and collaborative initiatives should be focused on moving forward for families, practitioners and advisors?
  3. How should the NCFP position the Center and our programs?
  4. What would excite and engage you personally in our collective efforts and community?

NOTE – The session will run 2 hours and will also be offered on Friday morning.

Facilitator:

  • Alexander Grashow, Founder, GOODWOLF

No handouts available.

Putting Wealth to Work: Philanthropy for Today or Investing for Tomorrow? During the next twenty years, as part of the largest transfer of wealth in history, more than $500 billion is expected to pour into the philanthropic sector. Some of it will come from retiring baby boomers, but even more will come from newly rich Silicon Valley billionaires. Since 2006, the appeal of “giving while living” has grown, so much so that many philanthropic donors now expect not just to give money during their lifetimes, but also to create organizations or ventures-some for profit, others not for profit-whose missions are expected to be completed within the lifetime of the donors. The combination of these two trends has transformed the not-for-profit sector in scale and dynamism, attracting some skeptical scrutiny along the way. Join this conversation with legendary foundation leader and observer Joel Fleishman as he discusses the themes and implications of his new book.

Presenters:

  • Carol Larson, President and CEO, David and Lucile Packard Foundation (moderator)
  • Joel Fleishman, Director, Center for Strategic Philanthropy and Civil Society, Duke University and Author, Putting Wealth to Work: Philanthropy for Today or Investing for Tomorrow?

Handouts and Additional Resources:

Generation Impact – How Next Gen Donors Are Revolutionizing Giving: This session, the philanthropic launch of Generation Impact: How Next Gen Donors Are Revolutionizing Giving, will feature a conversation with next gen family philanthropy leaders discussing their ambitious plans to revolutionize giving so it achieves greater impact. How do next gen donors honor the philanthropic legacies and values they’ve inherited while helping to dramatically move the needle on enduring social problems? Be among the first to hear findings from the author and featured donors and to receive a copy of a path-breaking book on next gen donors!

Presenters:

  • Sharna Goldseker, Founder, 2164 (moderator)
  • Katherine Lorenz, President, Cynthia and George Mitchell Family Foundation
  • Sapphira Goradia, Executive Director, The Goradia Foundation

Handouts and Additional Resources:

Audacious Philanthropy – Five Lessons from 15 of the Greatest Social Impact Success Stories: Private philanthropists have helped propel some of the most creative and impressive social impact success stories of the 20th century. Many of today’s wealthy philanthropists, particularly the newer ones, aspire to such audacious results. They don’t want to fund homeless shelters and food pantries; they aspire to end homelessness and hunger in their lifetimes. Yet, many of these eager donors also express frustration. After writing checks for years, they simply aren’t seeing large-scale results. History, however, teaches us that audacious social change can, and does, succeed with the right propulsion. So, why did some social change stories defy the odds? During this session we will offer five practical lessons for today’s audacious philanthropists from fifteen of the greatest social impact success stories of the past century. We’ll highlight several important patterns that have emerged that may help philanthropists identify and screen funding opportunities to improve their odds of swing-for-the fences success.

Presenters:

  • Susan Wolf Ditkoff, Partner and co-Head of the Philanthropy Practice, The Bridgespan Group (moderator)
  • Ashley Snowdon Blanchard, Vice-president and Board Member, Hill-Snowdon Foundation, and Principal, Blanchard Consulting
  • Deanna Gomby, President and Chief Executive Officer, Heising-Simons Foundation

Handouts and Additional Resources:

Dimensions of Transparency and Communication – The Russell Family Foundation: How does your board – and your family – manage the interplay between the public and private nature of your work? Who are the various audiences you report and listen to? How do you decide what information and lessons learned you wish to share, and which are not appropriate for outside ears? Join this conversation with two long-time leaders of the Russell Family Foundation, as they discuss their “Three Dimensional Chessboard Tool” for transparency in family philanthropy. [Based on session at 2016 CEO Retreat]

Presenters:

  • Rick Williams, Chief Executive Officer, Sobrato Family Foundation (moderator)
  • Sarah J. Cavanaugh, Trustee, The Russell Family Foundation
  • Richard Woo, CEO, The Russell Family Foundation

Handouts and additional resources:

Bridging the Power Divide: How can you as a person of privilege address the power imbalance that exists between funders and nonprofits? How can your board build a more honest and collaborative relationship, while also supporting other funders in building more authentic relationships with their grantees? This conversation will feature a wide variety of practical tips for bridging the power divide with your grantees, as well as candid feedback from the grantee perspective.

Presenters:

  • Patrick Troska, Executive Director, Jay and Rose Phillips Family Foundation of Minnesota (moderator)
  • Karie Brown, Board Member, Hidden Leaf Foundation
  • Farhad A. Ebrahimi, Founder & Trustee Chair, The Chorus Foundation
  • Jennie Watson, President, Evelyn and Walter Haas, Jr. Fund

Handouts and additional resources:

Collaboration in the Digital Age – Using Technology and Data to Achieve Your Mission: Funders of all sizes are turning to data and technology in order achieve greater and more efficient impact. Increasingly, we see family foundations using data-sharing and investments in scientific research as new means of collaboration. In this new frontier, what are the most important considerations, challenges, and best practices for using technological advancement to enhance collaboration?

Presenters:

  • Seema Shah, Deputy Director, Cricket Island Foundation (moderator)
  • Rachael Chong, Founder and CEO, Catchafire
  • Larry Leibowitz, Interim CEO, Incapture Technologies and Board Member, GivingCompass

No handouts available.

Thursday, October 19th | Author Reception

Join authors of recent books for a reception sponsored by our Impacting Investing
sponsor, Threshold Group. During the reception, you will have time to connect with
your colleagues, enjoy light refreshments, meet the knowledgeable authors, and
purchase a book to be signed. Don’t miss this special opportunity to network with
your peers and visit with experts across the field!

Featured Authors and New Publications:

  • The Almanac of American Philanthropy (Compact & Original Edition) & What Comes
    Next?: How Private Givers Can Rescue America in an Era of Political Frustration by
    Karl Zinsmeister
  • Confident Giving by Kris Putnam-Walkerly
  • Generation Impact: How Next Gen Donors Are Revolutionizing Giving by Sharna
    Goldseker and Michael Moody
  • Generous Genes by Susan Price
  • Grappling with Legacy by Sylvia Brown
  • Putting Wealth to Work by Joel Fleishman
  • The Social Profit Handbook by David Grant
  • Splendid Legacy 2: Creating and Re-Creating Your Family Foundation edited by Virginia Esposito

Thursday, October 19th:  PHIL CHATS PLENARY

Partners in Living and Giving: Couples Philanthropy: Join two philanthropic couples, Tricia and Jeff Raikes and Cindy Mercer and Bruce Braden, for a facilitated dialogue about how to balance personal and shared giving interests. Hear about their approaches to giving personally and in partnership, lessons learned from their successes and failures, and strategies for nurturing their values, philanthropic vision, and impact.

Presenters:

  • Kimberly Myers Hewlett, Treasurer, Myers Family Foundation and Board member, Flora Family Foundation (moderator)
  • Cindy Mercer, Co-founder, Planet Heritage Foundation and Bruce Braden
  • Jeff and Tricia Raikes, Co-founders, Raikes Foundation

No handouts available.

 

Friday, October 20th: BREAKFAST PLENARY

Our Kids: The American Dream in Crisis: The America we believe in is a nation of opportunity, constrained only by ability and effort. But during the last 25 years, an increasing number of families and communities are facing opportunity gaps. Those gaps have been reinforced by decreasing trust in communities, decreasing diversity in our social networks, and other social challenges. How can philanthropic families reach across all types of boundaries to offer more opportunity to all children? Professor Robert Putnam will discuss challenges described in his bestselling book, Our Kids: The American Dream in Crisis, solutions developed by an interdisciplinary group of foundations and experts, and the special roles he sees philanthropic families could play.

Presenters:

  • Lisa Parker, President, The Lawrence Welk Family Foundation (welcome)
  • Lewis Feldstein, Former President, New Hampshire Charitable Foundation (introduction)
  • Dr. Robert Putnam, Peter and Isabel Malkin Professor of Public Policy, Harvard University

Handouts and additional resources:

 

CONCURRENT SESSIONS

Imagining the Future: We invite you to participate in an exciting new program as we celebrate our 20th Anniversary.  We are using the opportunity of this anniversary to “Imagine the Future”  of the field of family philanthropy, its practitioners, family members, and NCFP for the future.  Working with Alexander Grashow,  we will launch our work at the National Forum on Family Philanthropy in 2017 with focus group discussions that address the following questions:

  1. Given the challenges in the world, and the changing philanthropic landscape, how do you see the field changing?
  2. What new tools, strategies and collaborative initiatives should be focused on moving forward for families, practitioners and advisors?
  3. How should the NCFP position the Center and our programs?
  4. What would excite and engage you personally in our collective efforts and community?

Facilitator:

  • Alexander Grashow, Founder, GOODWOLF

No handouts available.

Our Kids: Closing the Opportunity Gap: In this follow-up conversation to the Friday morning plenary, participants will have the chance to share what they are doing to close the opportunity gap in their own communities and learn more about innovative strategies that Dr. Robert Putnam has seen in his work with communities and foundations across the country. Facilitated by Alicia Philipp, President of the Community Foundation for Greater Atlanta, this session will help any funder interested in helping to build stronger communities and a brighter future for America’s children. Note: this session will run from 9:45 to 10:45 a.m.

Presenters:

  • Alicia Philipp, President, Community Foundation for Greater Atlanta (moderator)
  • Dr. Robert Putnam, Peter and Isabel Malkin Professor of Public Policy, Harvard University

Handouts and additional resources:

 

4GIVING: Engaging Four Generations of Donors

As families strive to pass along their traditions of philanthropic giving, they often encounter disconnects from one generation to the next. Motivations shift. “Worthy” causes are questioned. Methods and expectations of communication are redefined. In this session, we will explore how families are making connections across all generations that move beyond the head and to the heart of a philanthropic lifestyle.

Facilitator:

  •  Phil Gwoke, BridgeWorks

Handouts and additional resources:

Effective Board Chairs – Roles, Responsibilities, Realities: What makes for a successful Board Chair? Which talents support healthy board leadership? What kinds of situations have really tested the Board and its Chair? How has the partnership between Board Chair and CEO enhanced the foundation’s performance? In this facilitated conversation, Board Chairs – those who are, have been, and expect/hope to be – and other foundation leaders are invited to come together to answer these and other questions of good governance.

Presenters:

  • Alice Buhl, Senior Fellow, National Center for Family Philanthropy and Senior Consultant, Lansberg, Gersick, and Associates (moderator)
  • Ruth Cummings, Board Chair, Nathan Cummings Foundation
  • Kelly Sweeney McShane, Board Chair, The William J. and Dorothy K. O’Neill Foundation
  • Susan Packard Orr, Board Chair, David and Lucile Packard Foundation

Handouts and Additional Resources:

High Impact Investing… in Volunteer Resources!

In this unprecedented time of increasing needs and decreasing financial resources how can family funders support their closest grantees to more efficiently and effectively accomplish their critical missions? Volunteers are a vastly underutilized yet virtually unlimited resource that can expand and enhance nearly every area of an organization. However, to effectively tap volunteer resources requires creating a culture that values them and building an infrastructure to connect those who want to donate their time with high impact opportunities that empower them to make a real difference. In this session funders will gain an enhanced awareness of the transformational value of investing in your grantee s’ capacity to engage volunteers and will also explore the role of volunteering as part of a philanthropic education for your own family. Data and tools will include The 2016 U.S. Trust Study of High Net Worth Philanthropy, and The Leighty Foundation’s recently published Funder’s Guide to Investing in Volunteer Engagement.

Presenters:

  • Claire Costello, National Practice Executive, Philanthropic Solutions, US Trust (moderator)
  • Jane Leighty Justis, Board Member, The Leighty Foundation
  • Lisa Parker, President, The Lawrence Welk Family Foundation

Handouts and Additional Resources:

Setting Expectations for Participation – Board Job Descriptions, Next Gen Boards, Site Visits, and Other Tools: What are your options for defining and sharing expectations and requirements for board service or participation as a fund advisor? Join this interactive and practical conversation to discuss board job descriptions, next gen boards, site visits, and other practical tools for clarifying expectations for board members.

Presenters:

  • Karen Green, Consultant, National Center for Family Philanthropy (moderator)
  • Isabel Griffith, 6th Gen Family member, Andrus Family Philanthropy Program
  • Kelly Nowlin, Board Member, Surdna Foundation
  • Doug Bitonti Stewart, Executive Director, Max M. and Marjorie S. Fisher Foundation

Handouts and Additional Resources:

CLOSING LUNCH PLENARY

Bringing New Power to Family Legacy: Younger generations are often attempting to forge their own paths while honoring family traditions and values. They’ve grown up wired for new ways of learning, volunteering, working, giving, and living. They want to bring those talents to their family’s giving, that is, if their families are willing to embrace the talents and adapt along the way.  This session, facilitated by Phil Gwoke from BridgeWorks, will feature intergenerational pairs sharing stories and tips for how families can successfully bring young, new power to longer-standing institutions and hopes.

Confirmed speakers:

  • Kelly Nowlin, Board Member, Surdna Foundation (welcome)
  • Phillip Henderson, President, The Surdna Foundation (introduction and overview)
  • Phil Gwoke, Bridgeworks (moderator)
  • Megha Desai, President and Samir Desai, Founder and CFO, Desai Foundation
  • Paul Growald, Board Member, Growald Family Fund and Adam Growald, Board Member, Growald Family Fund and David Rockefeller Family Fund

Handouts and Additional Resources:

 

Event downloads

What participants said:

The National Forum on Family Philanthropy was a whirlwind of talks, ideas, conversations, and reflection. We are a cohort of caring people who want to improve our communities and the world. It's clear to me now that we have a lot of work to do to be more inclusive and intersectional but it's a relief to know that I'm not alone.

Monica George, President, Conant Family Foundation

As a first time attendee, I did not know what to expect. But the entire conference was worthwhile, with timely topics, excellent presenters/facilitators, and engaged participants. I came away recharged and glad that we are members.

Mary Kay Mark, Director of Gift Planning, Greater Milwaukee Foundation
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