Cultivating A Healthy Family Culture
Board members, staff, advisors, and donors in family philanthropy.
The health of a family is often defined by its culture. Creating connections, positive relationships, and a lifetime of closeness takes ongoing effort and reflection. The Andrus and Forbes families have for many years been thoughtful about traditions, systems, cycles, and family governance. Learn more about their stories in our recent Passages Issue Brief, “Family Culture: Creating a Resilient Family Tree”, and join this special webinar featuring multigenerational family examples for how to create a vibrant family culture that allows your family giving to flourish.
Jamie Forbes, CAP®, is the founding Partner of Forbes Legacy Advisors. Jamie created Forbes Legacy Advisors after observing that families crave similar support and expertise to nurture their family unit as there is to support their financial assets. Forbes Legacy Advisors focuses on the human dynamics of legacy planning and fortifying a family culture that reflects their values and builds family solidarity. Their work focuses on building trust and supporting clear communication and includes family governance, philanthropy, beneficiary education, inter-generational engagement, family enterprise succession planning and more.
His work is driven by curiosity and is underpinned by his ability to help clients understand that their success in sustaining a strong family fabric is critical to maintaining and building financial wealth over generations. A highly intuitive and a natural connector, Jamie grew up in a multi-generational New England family imbued with a strong sense of belonging, good fortune and a deep understanding that with privilege comes responsibility.
Jamie lives in Portsmouth, NH with his wife and two daughters.
Gilbert Miller serves as the Board Chair of the Bradley-Turner Foundation, a 5th generation foundation. He has been involved with the work of the Beloco Foundation for over a decade and a half, formally joining as a trustee in 2000. The grandson of its founder of Beloco, Gilbert has prioritized defining the foundation’s mission and strengthening governance. He is also a trustee of W.C. Bradley Company, Epworth-by-the-Sea, and Andrew College. Gilbert is also the board chair of the Southeastern Council of Foundations. While not in the boardroom, Gilbert manages Kimi Farms Christmas Trees and is working on a series of children's books based on his life in the South. A graduate of the University of Georgia, Gilbert continues to be involved at his alma mater, serving on the Dean’s Council of the Franklin College of Arts and Sciences. He and his wife, Jamee, have two sons, William (5) and Benjamin (2).
Kelly D. Nowlin is a fifth-generation trustee of the Surdna Foundation. She chairs the Andrus Family Program, and was former chair of the foundation’s Centennial Working Group. Kelly is responsible for outreach to, and engagement of, nearly 500 extended family members and identifies opportunities to collaborate with other family foundations and youth philanthropy programs. Kelly guided the development of activities marking Surdna’s 100th anniversary in 2017.
Kelly was a founding board member of the Andrus Family Fund (AFF), an independent grantmaker launched by Surdna for fifth generation family members. She helped develop program areas, all governance aspects, and strategic vision of this $4MM fund. Kelly served as Vice Chair, then Co-Chair for four of her seven-year term.
Kelly has nearly 30 years of experience as a media and communications professional, has launched two startups, and has worked extensively with non-profit organizations generating awareness and support for their causes. She is currently a full-time philanthropy and marketing consultant and serves on the boards of Grantmakers for Effective Organizations (GEO) and the National Center for Family Philanthropy (NCFP). She speaks regularly on topics in philanthropy including next generation engagement, social justice, impact, culture, and strategic communications.
An honors graduate of Boston College (Class of ’89), Kelly lives in Hopkinton, Massachusetts with her husband and two teenage children.
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!