Community Foundation Spark Session: Business Models for Family Philanthropy (Round 2)
Community foundations staff and other colleagues interested in learning more about this special network, and ways to get involved.
Community foundations that are NCFP subscribers are eligible to RSVP. If you are not a current partner subscriber, please see below. Attendees are encouraged to send questions in advance and any sample documents/resources they are willing to share to email@example.com.
Additional questions? Contact firstname.lastname@example.org.
Your community foundation wants to provide more intensive services to multi-generation and multi-branch families. But how will you define your customer segments and their goals? What unique value proposition will you deliver? How will you develop capacity and partners? And, what will be your model for revenues and costs?
The community foundation field is experimenting with a variety of answers to those questions. In this Spark Session, you’ll learn two contrasting business models for delivering family philanthropy services. As with a similar session in August 2017, the models will be part of a larger set of case studies in NCFP’s upcoming Family Philanthropy Playbook. This Spark Session webinar, and the recording and related materials, will be only available to NCFP’s subscribing community foundations.
Please note this Spark Session is only available to those that belong to the Community Foundations Family Philanthropy Network. Not yet a member? Please contact email@example.com for more information.
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.
Jennifer Olson Curry is the Senior Donor Relations Officer at the Oregon Community Foundation. She helps advised fund donors reach their charitable giving goals by connecting them to resources available through the OCF. Her experience includes helping families develop mission statements for their giving, working with families to transfer funds to the second generation, and helping connect donors and the organizations they care about with OCF. Prior to OCF, Jennifer worked in the field of philanthropy at the Oregon Jewish Community Foundation, Grantmakers for Education, and the Portland Parks Foundation. Jennifer also serves on the program committee for Grantmakers of Oregon and Southwest Washington. Jennifer was a co-founder, board member and actor with Liminal Performance Group, which worked in Portland for 10 years creating new theater performances in unusual spaces.
Kirsten Kilchenstein is Vice President of Donor Relations at the Oregon Community Foundation. Her commitment to strengthening Oregon communities drew her to the Oregon Community Foundation in 2011. She brings 22 years of nonprofit leadership experience to direct OCF’s statewide donor relations department. Kirsten guides a talented donor relations team helping individuals and families turn their values into action through personalized giving strategies that leave a legacy that spans generations and geographies. Kirsten’s training in interpersonal communication, combined with her passion for helping people find meaning through their giving, fuels her work with OCF families. She finds inspiration in the many stories of generous Oregonians who step forward in large and small ways to strengthen communities through their philanthropy. Kirsten enjoys spending time with her two children, biking, camping, reading and participating in efforts to advance equity for all. She holds a Bachelor of Arts degree in Psychology and a Master of Arts degree in Conflict Resolution and is a certified practitioner of mediation and multi-generational family giving.
Phillip P. Lanham, CAP® , is Vice President of Donor & Private Foundation Services at the Greater Cincinnati Foundation. Phillip’s responsibilities include management of the full suite of philanthropic services the Foundation provides to assist individuals, professional advisors, private foundations, families and organizations. He also oversees the administration of Procter & Gamble’s charitable fund. Under Phillip’s leadership, the Donor and Private Foundation Services team focuses on creating new and innovative options to allow donors and private foundations to achieve their charitable goals.
Phillip is a Chartered Advisor in Philanthropy® (CAP®) and a member of the 21/64 Network. He earned both his Bachelor and Master of Business Administration from the University of Cincinnati. In 2011, the Cincinnati Business Courier named Phillip to its “Forty Under 40” list. He is a member of Leadership Cincinnati Class XL. He is an active member of the Advancement Network Board of Directors, the Ambassador Council of the Cincinnati Zoo and Botanical Garden, the Music Hall Revitalization Company Board, and the board of the Indian Hill Public Schools Foundation.
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 past participants say:
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!