Community Foundation Spark Session: Giving Circles as a Philanthropic Service
Community foundations staff and other colleagues interested in learning more about this special network, and ways to get involved.
The number of giving circles in the U.S. has tripled to almost 1,110 from 2007. They are an increasingly popular means for people with a shared identity and a shared geography to become involved, educated, and connected. Community foundation, including at least a third of NCFP’s community foundation subscribers, are still the most common fiscal hosts for giving circles.
In this Spark Session webinar, you’ll: catch up on recent research on giving circles by the Collective Giving Research Group, learn from research underway on community foundations as hosts, and hear practical tips from peers on including giving circles in your philanthropic services. This Spark Session webinar, and the recording and related materials, will be only available to NCFP’s subscribing community foundations.
This month's Spark Session is only open to NCFP's community foundation subscribers. Please contact firstname.lastname@example.org with any questions.
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 email@example.com if you need a link to the Dropbox folder.
Jessica Bearman works with foundations and other mission-based organizations, focusing on organization development, facilitation, planning, and project R&D to help them become more intentional, effective, and responsive to the communities that they serve. As a consultant and in her prior role as deputy director of the New Ventures in Philanthropy, she has written and spoken widely about new and established philanthropy and is the author of several studies of giving circles and collective giving - most recently as part of the Collective Giving Research Group.
Jessica is the founder of the Moscow Women’s Giving Circle, which has engaged hundreds of women and given more than $200,000 to community organizations in Latah County, Idaho. She loves living on an organic farm in Idaho with her husband, two wild boys, forty philosophical chickens, and thousands of industrious bees.
Jason Franklin was appointed in June 2015 as the W.K. Kellogg Community Philanthropy Chair at the Johnson Center for Philanthropy, to which he brings a background in grantmaking and donor education, nonprofit strategy and leadership, social entrepreneurship, and community organizing and advocacy. As holder of the nation’s first endowed chair focused on community philanthropy, he engages in research, teaching, service, and thought leadership to explore and advance the field, nationally and internationally. This includes work exploring (1) how we give better together through networks and vehicles for collective giving and (2) how we strengthen our giving practices to communities we care deeply about, both place-based and communities of identity. He is a leading voice in the field on issues of collective giving, social justice philanthropy, and broader trends in charity and social change and a regular commentator in the media on these topics in publications ranging from the New York Times, ABC News, and Wall Street Journal to the Chronicle of Philanthropy, NonProfit Times, Alliance Magazine and more.
Treat Harvey is the Senior Donor Engagement Officer at the Triangle Community Foundation. Treat works with the Foundation’s donors to help them realize their philanthropic goals and support critical needs in the Triangle. Treat came to the Foundation after more than twenty years of fundraising at various institutions, including Carolina Theatre of Durham, Inc., the Emily Krzyzewski Center (Durham, NC), International Youth Foundation (Baltimore, MD), Duke University, Durham Arts Council, and Smith College (Northampton, MA). She left her job in hotel sales and marketing in New York to move to Durham in 1995 and immediately fell in love with the Triangle.
In Durham, Treat has been a member of the board of Mallarmé Chamber Players, the City of Durham’s Cultural Advisory Board, Durham Crisis Response Center, the Smith College Club of the Triangle, and the Samuel DuBois Cook Society at Duke University. She has provided pro bono fundraising guidance for clients of Executive Service Corps, the Pauli Murray Project, Preservation Durham, LEAP (Latino Educational Achievement Partnership), Maureen Joy Charter School, the LGBTQ Center of Durham, and Book Harvest, among other organizations. She is a member of the Rotary Club of Durham and the Association of Fundraising Professionals (AFP/Triangle Chapter). Treat is active in her church, St. Philip’s Episcopal Church in Durham.
J Mullineaux is the Vice President for Philanthropic Planning at the Community Foundation Sonoma County and has been a philanthropic leader with over 30 years of fundraising, gift planning and charitable advising experience. J has a deep knowledge of the local nonprofit community and helps donors find, evaluate and connect to the causes that matter to them. For clients interested in exploring ways to engage their children or other family members in charitable giving, J helps them discover how philanthropy can be used to pass down family values and capture and record a family’s legacy. J is a resource to financial and estate planning professionals who have clients with charitable intent, but with limited knowledge of philanthropy and the local community. His philanthropic expertise is often valued by professional advisors who wish to offer a full array of financial and philanthropic services to their clients. Prior to moving to Sonoma County in 2008, J held senior level advancement positions at the San Francisco Museum of Modern Art (SFMOMA), the Asian Art Museum, and San Francisco Ballet. He received his BA from the University of Washington and MA from Columbia University.
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, next gen preparation, 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. Based in Indiana, Tony currently serves as Senior Program Consultant for NCFP's Community Foundation Network and other NCFP projects. He is also a senior consultant with Ekstrom Alley Clontz and volunteers 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!