Community Foundation Spark Session: Building Blocks for Successful Family Philanthropy Services
Community foundation staff and board members interested in learning more about this special network, and ways to get involved.
An increasing number of consultants, wealth management firms, Donor-Advised Fund sponsors, and more are positioning themselves as trusted guides in families’ philanthropic journeys. They’re answering families’ questions about social impact, values alignment, successor generation preparation and engagement, and more.
Will your community foundation maintain a competitive advantage in that marketplace? Will you be positioned as a trusted resource beyond grants to local nonprofits? Will you be able to retain relationships with successor generations?
This webinar will give you a window into: how community foundations of all sizes are developing programs and services for generous families, the common building blocks for early wins, and the practical tools available through NCFP’s Community Foundation Network.
We are pleased to offer representatives from community foundations that are not yet part of the Community Foundations Family Philanthropy Network complimentary registration to this Spark Session.
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.
Michelle Beisker is Vice President of Development at the Greater Cedar Rapids Community Foundation. She provides guidance and support to donors to help them achieve their charitable giving goals. She is responsible for the asset development activities for the Community Foundation – overseeing donor service, stewardship, communication, as well as the administrative database and systems that support those activities. Since joining the Community Foundation in June 2014, Michelle developed an asset development strategic plan resulting in $40 million in contributions in 3 years. She is 21/64 Certified Advisor – Next Generation Philanthropy.
Susan Willey is the Director of Planned Giving at the Greater Cedar Rapids Community Foundation. Susan is responsible for meeting with current fund holders and identifying, cultivating and soliciting planned gifts from potential donors. She cultivates relationships with financial advisors, attorneys, accountants, insurance agents and other estate planning professionals regarding gift opportunities for fund holders and prospects. Susan attended UCLA where she studied Political Science and Economics. She went on to get her Law Degree at the University of California Hastings College of the Law and her Masters in Tax Law from Georgetown University. Susan was a lawyer at Simmons Perrine Moyer Bergman for tax, business and estate planning groups. She also worked at RSM US in the National Tax Group for 23 years and was on the Senate Finance Committee of Senator Grassley’s Tax Council prior to that. Susan was the chair of the Tax Section of the Iowa State Bar Association 2015-2016.
Gary Butterworth is the CEO of Pikes Peak Community Foundation. Gary was hired in 2016 to lead the Foundation after an 18-year tenure at El Pomar Foundation, a $550 million private foundation. With extensive knowledge and experience in the field of philanthropy and the local community, Gary brings a passion for leadership and impact to PPCF. Gary is also involved with several statewide and civic organizations, serving as President of the Colorado State Board of Land Commissioners and on the boards of the Colorado Springs Downtown Partnership, the Broadmoor World Arena, and Colorado Springs Youth Sports, Inc. Gary earned his undergraduate degree in Sociology with a Political Science focus from Yale University and an MBA from the Daniels College of Business at the University of Denver.
Samuel Clark is the Director of Philanthropy at Pikes Peak Community Foundation and manages PPCF’s special projects, which include Venetucci Farm and Aspen Valley Ranch. His public-sector experience comes from his work with El Pomar Foundation and the National Parks Service Business Management Group. Samuel grew up in Colorado Springs; he loves the city’s potential and Pikes Peak’s constant presence. His work at PPCF gives him a sense of purpose because it allows him to help philanthropists express their vision for the region. He has a BA in economics from Whitman College, and a Master of Public Affairs from Princeton University’s Woodrow Wilson School of Public and International Affairs.
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!