Getting Started

Community foundations have been serving giving families for many decades. Recently more and more community foundations have been re-examining how they are promoting the philanthropic services they offer to donor families. How have community foundations successfully marketed their services to encourage families to partner with them on their philanthropy? What are the changes that some community foundations have made that… Read More

The United States is navigating a critical moment in our history as core principles and structures of democracy are under attack. The hyperpolarization of public discourse leaves smaller ground for effective policy formation on any issue. At the same time, however, there are movements across the country that are working to bridge divides, shore up and strengthen justice and equity… Read More

As philanthropic services staff at community foundations, we’re called to play many, sometimes conflicting roles: order taker, steward, expert consultant, facilitator, influencer, salesperson, consigliere, and more. How can we effectively clarify and balance the expectations of these roles within and across the families we support? Can we be trusted advisors while influencing families’ giving in ways that align with our… Read More

Focusing on engaging successor generations and youth, this session will provide peer learning and connection based on experience with philanthropic advising for multi-generational families. Bring a challenge, a recent success or a 2024 goal to share with your peers. We will divide by experience level using breakout rooms and then have time for sharing insights learned with the larger group… Read More