Community Foundation Spark Session: Working With Enterprising Families
Community foundations staff and other colleagues interested in learning more about this special network, and ways to get involved.
A family business’s philanthropy has many goals. Family legacy and values, family and business reputation, employee retention, development of successors and younger generations, and tax-wise planning are just a few. The family often involves multiple advisors, formal and informal, in achieving those goals. How can a community foundation be a more effective partner to the multi-generation family, their business, and their advisors? And, can the foundation also successfully connect all of those players to important community needs and opportunities?
In this webinar, community foundation staff and an experienced family enterprise consultant will discuss their work at the intersections of family business, family philanthropy, family governance, and more. 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.
Morgan Bishop Fraser has worked in the Community Foundation space for seven years and is currently managing the critically important relationships of 28 Supporting Organizations housed at the Arizona Community Foundation. She assists in defining charitable interests, identifies strategies and grantmaking goals among the foundations, provides local knowledge to the foundation’s board of directors, and facilitates board meetings. In her role as Philanthropic Advisor, Morgan is also responsible for new business development for the Pakis Center for Business Philanthropy and the Jerry Colangelo Center for Sports Philanthropy. Morgan joined ACF as Philanthropic Services Coordinator-Grants Management in 2013 and was later named Philanthropic Advisor-Grants Management. Before joining ACF, Morgan had been a program officer for Legacy Endowment Community Foundation in Fallbrook, California, where she had been employed since June of 2011. Morgan holds a bachelor’s degree in Interpersonal and Organizational Communication from California State University Long Beach, where she played Division 1 Women’s Water Polo.
Laily Pirbhai is embarking upon her eleventh year at Calgary Foundation, likening her role to a “philanthropic advisor” in the community. Under Laily’s leadership, effective donor engagement at the Foundation means starting a philanthropic conversation with the family’s “why”. Understanding a donor’s charitable motivations and objectives through a deliberate partnership with professional advisors continually helps Laily uncover a multitude of customized giving strategies to help donors meet their financial and charitable goals. Laily’s current Board roles include the National Centre for Family Philanthropy’s’ CF Advisory Committee and the Canadian Association of Gift Planners’ Government Relations Committee. In addition to CAGP membership, Laily is also a member of the Estate Planning Council of Calgary and the Rotary Club of Calgary Downtown. Current appointments include a “FRIEND” with the International Society of Trusts and Estate Planners (STEP), and Board roles with the National Centre for Family Philanthropy’s Advisory Committee and the Canadian Association of Gift Planners Government Relations Committee. Laily is presently also member of the Rotary Club and the Estate Planning Council of Calgary.
Mark A. Weber has more than 30 years of experience as a recognized financial consultant to business owners and executives. He is widely recognized for his work in business transition planning and estate planning and has spoken on financial and estate planning topics for legal, financial services, and planned giving associations. He has authored the book The Legacy Spectrum, a workbook to help donors determine their charitable legacy, and numerous articles on topics dealing with sophisticated uses of life insurance in estate and business succession planning. In conjunction with the Omaha Community Foundation, Mark started the Omaha Chartered Advisor in Philanthropy Study Group Program. He also helped start the foundation’s Professional Advisors Committee and served on its board. He earned his J.D. from Creighton University, Masters in Financial Services from The American College, and B.A. in Psychology from Creighton 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!