Valuing the Family in Family Philanthropy
Board members, staff, advisors, and donors in family philanthropy.
Giving families can wear many hats. At times, families may feel like they are losing the family identity in their giving. How does one keep the family in family philanthropy? What are steps families can take to make sure they are serving the public good while maintaining the family value & legacy? Join NCFP’s president, Ginny Esposito, as she interviews family members from multiple generations to gain insights on how your family can consider keeping the family in family giving.
Additional Resources on this Topic:
- Generations Together
Through a series of five Modules, Generations Together offers information, resources, and ideas for activities for you and your family. In each Module, there are resources for different learning styles: Read, Tune-in, and Do. We’ve included lots of real-life examples from giving families.
- Opportunity of a Lifetime 2.0: Multigenerational Family Philanthropy
According to NCFP's Trends in Family Philanthropy Study, nearly 3 in 5 U.S. family foundations engage younger family members in the foundation — and more than 40% expect to add younger-generation family members on their board. This issue brief helps families understand how to best involve multiple generations in their work.
- Generations of Giving: Leadership and Continuity in Family Philanthropy
A new generation of sophisticated, financially skilled, and fortunate wealth-generators have created a tidal wave of new opportunities for philanthropy
- 10 Things My Family Did to Engage Us in Philanthropy with Ellie Frey Zagel
As a third generation board member, philanthropy plays a big role in Ellie's life. Today, nearly all of Ellie's siblings and cousins remain involved in the family foundation. It’s not always easy, but it’s an honor to carry on her grandparent’s legacy.
- Power to Produce Wonders
What is most remarkable is the very phenomenon of American family philanthropy itself. An astonishing number of families make record-setting, private contributions and volunteer countless hours on behalf of the causes and communities they care deeply about.
Virginia M. Esposito, is the founder and president of the National Center for Family Philanthropy. For more than 35 years, she has worked to advance private philanthropy through research and education. For 30 of those years, she has focused on the family philanthropic experience, promoting values, vision, and excellence across generations of donor families. Ginny was editor and principal author of the first edition of Splendid Legacy and of Splendid Legacy 2: Creating and Recreating Your Family Foundation. Her research publications include The Power to Produce Wonders: The Value of Family in Philanthropy and The Family Foundation CEO: Crafting Consensus out of Complexity. Ginny also edited, and was principal author of, the four-volume Family Foundation Library and numerous articles and issue papers on family philanthropy. She has presented at hundreds of programs for and about donor families throughout North America and on four other continents. In addition to her work on family philanthropy, Ginny edited Conscience and Community: The Legacy of Paul Ylvisaker, the writings and speeches of the late foundation trustee, educator, and dean of the Graduate School of Education at Harvard University. She has served on boards and committees for organizations including Great Nonprofits, the Binational Commission on the Nonprofit Sector (U.S. and South Africa), the Commission on the Future of Public Education (Public Education Network), Committee on Ethics and Accountability (Independent Sector), the Philanthropy and the Black Church Project, and Strengthening Native American Philanthropy. She currently serves on the board of directors of the John M. Belk Endowment.
Michael Meadows is Senior Vice President at Westwood Trust, where he leads Westwood’s Foundation and Philanthropic Advisory Services. In this role, Michael is part of a highly skilled wealth management team that assists affluent individuals and families, foundations, nonprofit organizations, and small business retirement plans with the protection and growth of their assets. Michael is also a former board member of the Meadows Foundation. Founded in 1948, the Meadows wanted to create a wellspring of resources to benefit and serve the people of their state of Texas. They left the privilege of giving to future generations of their family, with the mandate to continuously improve the quality of life for Texans. This meant not only to give, but to give well.
Prior to joining Westwood, Michael enjoyed a 30-year career in foundation and nonprofit management. He served as president and CEO of the Dallas Zoological Society where led the effort to successfully privatize the management of the Dallas Zoo, and helped transform it into one of the nation’s top zoological parks. Mr. Meadows also held positions as Executive Vice President of Public Affairs for Southwestern Medical Foundation, Director of Development for The University of Texas at Dallas, and Director of Corporate and Foundation Relations for The University of Texas at Austin, where he earned his BA in Government. A native of Dallas, Mr. Meadows is very active in his community and serves on a number of university and non-profit advisory boards, including Fossil Rim Wildlife Center, the RGK Center for Philanthropy and Community Service at The University of Texas at Austin and National Center for Arts Research at Southern Methodist University. He is a former board member of the National Fish & Wildlife Foundation and the Simmons Family Foundation.
Ellen Remmer is President of the Remmer Family Foundation, a small family foundation focused on girls empowerment and sustainable fisheries. Founded in 1991, the Foundation Board now includes members from both the 2nd and 3rd generation. All other family members participate on focus area committees.
Ellen is also a Senior Partner at The Philanthropic Initiative (TPI), the nonprofit philanthropic advisory firm that pioneered the field of strategy philanthropy advising and works around the globe to help donor achieve lasting social impact. Ellen has been with TPI since 1993 and served as President and CEO of TPI from 2007- 2012. She has worked directly with dozens of family, corporate and community foundations, helping them develop powerful strategies for social impact and strong governance structures and practices. Ellen has developed many of TPI’s philanthropy promotion initiatives and both writes and speaks on the subjects of strategic giving, family philanthropy, growing philanthropy, women as donors and women as impact investors.
Ellen chairs the Board of Prosperity Catalyst, a nonprofit organization that launches women-led businesses in conflict-ridden countries, serves on the Advisory Council for the Women’s Philanthropy Institute at the Lilly School of Philanthropy at Indiana University, and is a member of the Oxfam Leadership Council.
Kerry Robinson is the founding executive director and global ambassador of the Leadership Roundtable, dedicated to promoting excellence and best practices in the management, finances and human resource development of the Catholic Church. The Leadership Roundtable exists to strengthen the temporal affairs of the Church by harnessing the expertise and resources of Catholic senior-level executives from all sectors (including the financial, corporate, governmental, philanthropic, charitable, judicial and educational) in service to the Church. Kerry is a 5th generational family board member of the Raskob Foundation for Catholic Activities and FADICA (Foundations and Donors Interested in Catholic Activities).
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!