Board meetings

Retreat Manual (Longbrake Family Foundation, 2021)

Posted on September 28, 2021 by Dorothy Gardner

The Longbrake Family Foundation created this step-by-step guide to plan and carryout family and board retreats that include time for engaging the next generation. The checklist includes details around planning for accommodations and catering, making travel reservations, booking babysitters, and designing and running a service project… Read More

Board Chair Peer Network: Navigating and Leading through Family Conflict and Disagreement

Posted on September 24, 2021 by Rebecca Trobe

How do you prepare to lead a tough meeting with your family? Join Dr. Rebecca Trobe for an interactive session of peer connections and learning together. Dr. Trobe works at the intersection of money and meaning, family, and leadership. She will join us to help address and explore how to effectively navigate and utilize your leadership before, during, and after… Read More

Non-family Staff Peer Network: Discussion with Leading Executive Directors

Posted on August 12, 2021 by Rachel Leon, Jamie Allison, Denise Porche, Kim Wright, Lukas Haynes, Steve Toben

Join your peers to engage in small-group dialogue with three accomplished executive directors: Jamie Allison, Walter and Elise Haas Fund; Rachel Leon, Park Foundation; and Lukas Haynes, The David Rockefeller Fund. We will begin with a brief panel to get to know each speaker. Then we will split into three small groups, facilitated by one of this network’s co-chairs, to… Read More

Board Chair Peer Network: Finding Peers in Transition

Posted on August 11, 2021 by Jaimie Mayer, Nicholas A. Tedesco, Gilbert Miller, Katherine Lorenz

Managing transitions is challenging, but support and insight from peers can help as you navigate times of change. Join Nick Tedesco for opening comments about working through transitions together. Then, spend time in small groups with others who are going through similar shifts including changes to mission, changing program and program strategy areas, geographic family dispersion, and influx of assets… Read More

Demystifying Decision Making in Family Philanthropy

Posted on June 10, 2021 by Ann Shulman

This Passages Issue Brief examines the kinds of decisions that family foundations often face and sets out practical, easy-to-apply guidelines for ensuring that the foundation’s decision-making methods vary appropriately, as conditions and circumstances change. It includes factors to consider when selecting a decision-making method, guidance on how to communicate clearly, simple tools to help make good decisions, and short case… Read More

Board Chair Peer Network: Adding Non-family Board Members

Posted on May 26, 2021 by Elizabeth Snowdon Bonner, Jaimie Mayer

Are you considering adding independent directors to your board? Join Elizabeth Bonner and Jaimie Mayer to discuss the preparation, conversations, and engagement necessary to successfully add non-family members to your board. The final 30 minutes will be peer breakout groups for networking and any timely discussions. As a reminder, our Peer Network events are not recorded.  If you are unable… Read More

Board Chair Peer Network: A Conversation with Susan Packard Orr

Posted on May 25, 2021 by Susan Packard Orr

Join experienced, former board chair Susan Packard Orr for a discussion about navigating transition, legacy, and multigenerational engagement, as well as the complexities of family philanthropy. Bring your questions and challenges to this peer learning space. The final 30 minutes will be peer discussion and breakouts. As a reminder, our Peer Network events are not recorded.  If you are unable… Read More

Board Chair Peer Network: Inaugural Meeting

Posted on February 12, 2021 by Jaimie Mayer, Gilbert Miller, Katherine Lorenz

For family foundations of any shape or size, the chair position can be one of great possibility, joy, and sometimes consternation! Come together for community, learning, and to share challenges and inspiration. In the inaugural meeting of this Peer Network, we will spend time connecting with peers in small breakouts, discussing joys, solutions, and challenges in large group discussion, and… Read More

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