2015 National Forum on Family Philanthropy

Schedule of Activities

 

The 2015 National Forum on Family Philanthropy was held from October 14 to 16 in Seattle. The next National Forum will be held in October 2017 in Washington, DC.  To receive information about the 2017 National Forum, please send your name, affiliation, and contact information to ncfp@ncfp.org. Thank you.

 

 

Trends · Transitions · Transformation

The National Forum on Family Philanthropy brings philanthropic families and leadership staff of family foundations together for two and a half days of peer networking and thought provoking conversations. Featuring interactive sessions led by new voices, family members, and innovative leaders in family giving, the Forum offers substantive, research-based guidance and perspectives on the latest trends and issues impacting the family philanthropy field. The National Forum is the premier event for philanthropic donors and families, as well as for community foundation and regional association leaders, and others dedicated to the field of family philanthropy. Be inspired by those around you and connect with people who share the joys – and challenges – of family philanthropy!

 

See a full list of speaker bios and photos here.

All session titles, descriptions, speakers, dates and times listed below are subject to change.

 

Tuesday, October 13, 2015

 

10 am to 12 pm     Registration (Location TBA)

 

12 to 5:30 pm     Pre-Forum Retreat: The Courage to Lead in Family Philanthropy (Washington Room, 7th Floor) (Retreat continues on 10/14 at 9 am)

This special retreat is an opportunity for participants to explore fundamental questions of leadership, impact, sustainability and self-care. It is based on the work of Parker Palmer, noted author and co-founder of the Center for Courage & Renewal, offering time for small group dialogue and reflection in a safe, trustworthy space. The retreat will focus on the alignment of our personal values with our professional choices. Operating from a place of personal integrity and authenticity helps us find the courage to face challenges and competing demands and make the difficult decisions we encounter every day. Increasing self-awareness and developing new skills helps us creatively hold the tensions we experience between the world as it is and the world we would like to see.

Co-facilitators:

  • Tom Beech, President Emeritus, Fetzer Institute
  • Cindy Johnson, Courage & Renewal—North Texas

1 to 5 pm     Community Foundations Family Philanthropy Network: Raising a New Generation of Philanthropists (Host: The Seattle Foundation)

This special peer networking event for community foundation staff that are members of NCFP’s Family Philanthropy Through Community Foundations initiative will feature a conversation with three of the nation’s leading experts on raising philanthropic children in a multi-generational family philanthropy, along with peer presentations on effective strategies for working with family donors in your community. Space is very limited so RSVP no later than September 1st to reserve your spot. For more information on NCFP’s Community Foundations Family Philanthropy Network, please email Liz Sullivan at community@ncfp.org.

Presenters:

  • Virginia M. Esposito, Founder and President, National Center for Family Philanthropy
  • Joline Godfrey, CEO, Independent Means and the author of Raising Financially Fit Kids
  • Susan Crites Price, Consultant, National Center for Family Philanthropy and Generous Genes: Raising Caring Kids in a Digital Age

Related Resources:

5 to 6:30 pm     Pre-Forum Networking Reception (Leonesa I, 1st Floor)

Join your friends and colleagues that have arrived in Seattle for an Early Bird networking reception. Informal groups will form afterwards for Dutch Treat dinners in and around the conference hotel. Sponsored by Bessemer Trust.

6:30 to 8:30 pm     “Dutch Treat” Networking Dinners

A list of suggested local restaurants will be available for a variety of networking groups who may wish to get together for an informal dinner – or just anyone interested in dining with a colleague or group of colleagues! Expected groups will include:

  • Courage to Lead in Family Philanthropy participants
  • NCFP’s Community Foundations Family Philanthropy Network
  • NCFP’s Non-family Staff Peer Network
  • Others as requested

 

Wednesday, October 14, 2015

 

8 am to 12 pm     Pre-Forum Retreat: The Courage to Lead in Family Philanthropy (Washington Room, 7th Floor)

This special retreat is an opportunity for participants to explore fundamental questions of leadership, impact, sustainability and self-care. Continued from previous day.

10 am to 2 pm     Registration (Location TBA)

 

10 am to 2 pm     Pre-Forum Sponsor Activity: Ask the Lawyer (Discovery Room, 1st Floor)

Have you ever wanted to consult with an attorney for free?  This is your chance. Erik Dryburgh of Adler & Colvin advises many family foundations, from small to very, very large on nonprofit and exempt organization law – and he will be available to answer your questions in private one-on-one sessions.

Presenter:

  • Erick Dryburgh, Principal, Adler & Colvin

10 am to 2 pm     Tell Your Story at the Forum (Portland Room)

Deepen your experience at the 2015 National Forum on Family Philanthropy by setting aside time to share stories about your family’s giving, and save them for posterity.

Facilitator:

  • Mary Phillips, President, GMA Foundations

Related Resources:

11:30 am to 1:30 pm    KIDS COUNT Pre-Forum Session, Sponsored by the Annie E. Casey Foundation (Princessa II Room, 1st Floor)

Understanding where to invest limited resources to have the greatest impact on child well-being requires high quality data. In this session, grantmakers will learn about the KIDS COUNT project at the Annie E. Casey Foundation, hear about major trends in child well-being since the recession, and have an opportunity to explore the KIDS COUNT Data Center with more than 4 million data points on kids and families, searchable by state and locality. Separate (complimentary) registration required. RSVP HERE.

2 to 3:30 pm     Opening Plenary: Change the Story, Change the World (Leonesa Ballroom, 1st Floor)

Since we first began talking to each other, telling stories has been a powerful way to capture attention, engage an audience, and motivate them to act. As we learn more about how our minds work, we’re also discovering that stories are intrinsic to decision-making and shape our view of the world. In the opening plenary, “Change the Story, Change the World,” Andy Goodman will explain why storytelling remains the single most powerful communication tool you possess, and he will offer specific ways your family philanthropy can use stories to advance your work.

Presenter:

  • Andy Goodman, Co-founder and Director, The Goodman Center
  • Mary Mountcastle, Board Member, Z. Smith Reynolds Foundation and Chair, National Advisory Committee, 2015 National Forum on Family Philanthropy (welcome and introductions)

Related Resources:

Concurrent Activities:

 

4 to 5:30 pm  PHIL Talks: The Art of Giving (Eliza Anderson Amphitheater, 1st Floor)

The art of giving relies upon both process and passion. Dedicated to spreading new ideas about family philanthropy, this series of personal and moving presentations will transform the way you think about philanthropy and will inspire you into thinking about new ways to tell your own philanthropic story.

Presenter:

  • Mary Fisher, Board Member, Max M. and Marjorie S. Fisher Foundation
  • Lile Gibbons, Board Member, Rasmuson Foundation
  • Lenore Hanisch, Board Member and Senior Director of Engagement & Partnerships, Quixote Foundation
  • Yvonne Moore, Principal Advisor, Moore Philanthropy and Advisory Committee Member, 2015, National Forum on Family Philanthropy
  • Claire Peeps, Executive Director, The Durfee Foundation (welcome and introductions)
  • Allison Sparks, Trustee, Masto Foundation
  • June Wilson, Co-Executive Director and Board Member, Quixote Foundation

4 to 5:30 pm   New Conversations About Perpetuity (Princessa II Room, 1st Floor)

Today’s families are approaching the question of perpetuity in new ways. Even those who currently plan to continue in perpetuity may eventually need to revisit that plan in light of changes in the family, grantmaking priorities, and community needs. What are the most compelling reasons for continuing? Why do some foundations choose to spend down, and what are the implications of that decision? Whether to operate indefinitely or limit the lifespan of a foundation is one of the most fundamental questions donors can ask—and a conversation every family should have.

Presenters:

  • Olivia Farr, Trustee, John Merck Fund
  • Janine Lee, President & CEO, Southeastern Council on Foundations and Board Member, National Center for Family Philanthropy (facilitator/presenter)
  • Jeff Solomon, President, The Andrea and Charles Bronfman Philanthropies

Related Resources:

4 to 5:30 pm   Fostering a Learning Culture in Family Philanthropy (Discovery Room, 1st Floor)

Family foundations can be isolated institutions.  Too often, trustees have few opportunities to learn how to do their jobs well; they rely on limited data sources, like grant applications, financial reports, the occasional site visit.  But there are learning resources all around us if we can just figure out how to use them.  In this session, we will discuss strategies for creating a learning culture in family philanthropy–learning from grantees and the communities we serve, and from our peers and fellow trustees.  The result is better informed, more relevant philanthropy, and a more engaging experience for trustees.

Presenters:

  • Ashley Blanchard, Board Member, Hill-Snowdon Foundation and Acting Director for Philanthropy, TCC Group (facilitator/presenter)
  • Leah Gary, President and CEO, The William J. and Dorothy K. O’Neill Foundation
  • Justin McAuliffe, Program Associate, Special Programs, Conrad N. Hilton Foundation

Related Resources:

4 to 5:30 pm   The Confidante: The Role of the Trusted Non-family CEO (Princessa I Room, 1st Floor)

Seasoned CEOs report that it takes a long time, sometimes many years, to build the full trust of a family. They also caution that foundation boards and CEOs can sometimes get too comfortable in their relationship. Join this candid and very special discussion for and among non-family CEOs with two experienced leaders about how to strike the right balance in this vital relationship in family giving.

Presenters:

  • Vic De Luca, President, Jessie Smith Noyes Foundation
  • Diane Kaplan, President and CEO, Rasmuson Foundation
  • Rick Williams, CEO, Sobrato Family Foundation (facilitator/presenter)

Related Resources:

4 to 5:30 pm   Community Foundations and Family Philanthropy as Partners in Social Change (Portland Room, 1st Floor)

Multi-generational family giving is a critical and vibrant part of overall community philanthropy. According to recent NCFP research, 30% of family foundations and donors partner with the more than 800 community foundations spread across North America to lead and influence greater social change. In this session, hear examples from leading community foundations and family philanthropists about how their partnerships strengthen their respective missions, leverage local knowledge and resources, and help prepare future generations of philanthropic families.

Presenters:

  • Mark Crosswell, Board Member, Howard Dobbs, Jr. Foundation
  • Peter Dunn, President and CEO, Central New York Community Foundation
  • Audrey L. Jacobs, Director, The Center for Family Philanthropy, The Community Foundation for Greater Atlanta, Inc. (facilitator/presenter)
  • Suzanna Stribling, Executive Director, The Wilbur and Hilda Glenn Family Foundation
  • David Weitnauer, President, R. Howard Dobbs, Jr. Foundation

Related Resources:

5:30 to 6:30 pm    Welcoming Reception and Book Release Party (Leonesa Ballroom Foyer)

You can count on the National Forum for all of the latest information and resources by and about family philanthropy. At this inaugural book event, we are delighted to present some of the most thoughtful and noted authors who will be at the reception with their newest volume. Join us for the opportunity to mingle with friends new and old, talk with the authors, and take home your own signed copy. Authors and books to be featured include:

6:30 to 8:30 pm    Dinner Plenary: Nurturing Generous Genes: The Lawrence Welk Family Foundation (Leonesa Ballroom, 1st Floor)

How can you encourage your children to share their time, talent, treasure, and ties? Leaders from The Lawrence Welk Family Foundation – a foundation with a long tradition of engaging younger members of the family in service and leadership – will join noted family philanthropy authors Susan Crites Price and Joline Godfrey for an intimate discussion on the many options available for next generation family members to discover their philanthropic passions, develop healthy relationships around money, and experience both virtual and real-world giving.

Presenters:

  • Shirley Fredricks, Trustee, The Lawrence Welk Family Foundation
  • Joline Godfrey, CEO, Independent Means and the author of Raising Financially Fit Kids
  • Tony Mestres, President & CEO, The Seattle Foundation (facilitator/presenter)
  • Kathleen Odne, Executive Director, Dean and Margaret Lesher Foundation and Board Chair, National Center for Family Philanthropy (welcome and introductions)
  • Lisa Parker, President, The Lawrence Welk Family Foundation
  • Susan Crites Price, Consultant, National Center for Family Philanthropy and Generous Genes: Raising Caring Kids in a Digital Age

Related Resources:

8:30 to 10:30 pm    Forum Lounge – Informal Refreshments and Conversations (Location TBA)

 

Thursday, October 15, 2015

 

7:30 – 9:30 am    Breakfast Plenary: The Compelling Social Drive that Changes Our World (Leonesa Ballroom, 1st Floor)

Featuring recently retired Social Venture Partners International founder and President Paul Shoemaker, this session will include stories and lessons learned from his 17 years working, side by side, with philanthropists and social change leaders around the world. This session will also feature a conversation with donor and family philanthropist Connie Ballmer on the drive that propels her family’s giving, and an interactive conversation with the audience on their own giving values and motivations.

Presenters:

  • Connie Ballmer, Chair of Philanthropy, The Ballmer Group
  • Kimberly Myers Hewlett, Treasurer, Myers Family Foundation and Board Member, The Flora Family Foundation and the National Center for Family Philanthropy (closing comments)
  • Kathleen Odne, Executive Director, Dean and Margaret Lesher Foundation and Board Chair, National Center for Family Philanthropy (welcome and introductions)
  • Paul Shoemaker, Founding President, Social Venture Partners International

Related Resources:

9:45 – 11:45 am    Family Dynamics Mini-Retreat, Part IAvoiding avoidance: Harnessing the positive potential of family dynamics (Stevens Room, 7th Floor)

Conflict is normal in any family or organization. Yet, many of us avoid conflicts, even if that avoidance affects relationships or how the foundation operates. In this first of a two-part special mini-retreat on family dynamics, nationally noted family enterprise author and consultant Kelin Gersick we will present a crash course in the theory of family dynamics and will begin to introduce the reality of how family dynamics play out in the boardroom and lifecycle of a family foundation. NOTE: Participants in this session are encouraged to participate in Part II from 2:15 to 4:15, where audience members will break into family and non-family groups to share challenging situations, test tools and techniques for managing complex family dynamics, and discuss ideas for how to harness the positive potential of family dynamics in family philanthropy.

Presenter:

  • Kelin Gersick, Co-founder and Senior Partner, Lansberg, Gersick and Associates

Related Resources:

Concurrent Activities:

 

10 to 11:30 am   Connecting with a Cause: Prize Philanthropy and Other Techniques (Eliza Anderson Amphitheater, 1st Floor)

Donor families often use more than grants to accomplish their goals. In this session, you’ll learn how two family foundations have added prizes, awards, and media strategies to further the causes they care about, and you’ll rapidly prototype similar ideas for your own philanthropy.

Presenters:

  • Amy Freitag, Executive Director, JM Kaplan Fund
  • Justin Goldbach, Founder and Managing Director, Social Strategy Associates LLC
  • Tony Macklin, Principal, Tony Macklin Consulting (facilitator/presenter)
  • Jay Ruderman, President, Ruderman Family Foundation
  • Shira Ruderman, Israel Director, Ruderman Family Foundation

Related Resources:

10 to 11:30 am   Mission Investing: Overcoming Resistance and Getting Started (Discovery Room, 1st Floor)

Family foundations and family offices are increasingly turning to mission investing strategies as a key tool for aligning investments and operations with their mission and objectives. What are some of the best ways to get started with mission investing, and how do family foundations, especially those with limited staff capacity, manage these new strategies to better leverage their philanthropic assets and mission? Join us for a discussion with a leader from Mission Investor Exchange and family foundations who have become active impact investors.

Presenters:

  • Melanie Audette, Acting Managing Director, Mission Investors Exchange (facilitator/presenter)
  • Michelle Berrong, Director, Bader Philanthropies, Inc.
  • Carra Cote-Ackah, Board Member, Surdna Foundation
  • Ted Staryk, Board Member, The McKnight Foundation

Related Resources:

10 to 11:30 am   Innovative Approaches to Managing Transitions: Highlighting the Arthur Vining Davis Foundations (Princessa II Room, 1st Floor)

Change and transitions in families and their foundations are inevitable – the key is how you plan for and manage them. In this session, leaders from the Arthur Vining Davis Foundation will share the process they used to prepare for and accomplish a significant overhaul of the foundation’s leadership, as well as their governance and grantmaking practices.

Presenters:

  • Nancy Cable, CEO, Arthur Vining Davis Foundation
  • Tamara Davis, Board Member, Arthur Vining Davis Foundation
  • Virginia Esposito, Founder and President, National Center for Family Philanthropy
  • Eleonore Frey Zagel, Trustee, The Frey Foundation (facilitator/presenter)

10 to 11:30 am   Possibility Grantmaking: Nuance Meets Measurement (Princessa I Room, 1st Floor)

Where are the nuances in the “measurable outcomes” movement? When does a desire for measurable outcomes limit the ability for both foundations and nonprofits to adapt, be flexible, and focus on their mission? How can foundations balance trust and patience with achieving results? Leaders of four foundations and a grantee will share how the art of “possibility grantmaking” has helped them answer these questions and more. And, they’ll help you discover how you could incorporate possibility grantmaking into your own philanthropy.

Presenters:

  • Caroline Avery, President, Durfee Foundation
  • Melanie Matthews, Chief Operating Officer, Campion Advocacy Fund
  • Mary Mountcastle, Board Member, Z. Smith Reynolds Foundation (facilitator/presenter)
  • Rachael Myers, Executive Director, Washington Low Income Housing Alliance
  • Allison Harvey Turner, Program Director, S. D. Bechtel, Jr. Foundation

Related Resources:

10 to 11:30 am   Exploring the Boundary Between Public Generosity and Family Privacy: An Interactive Foundations in Practice Case Study Session (Blewett Suite, 7th Floor)

Foundations often struggle with the boundaries between public generosity and privacy. While some trustees are active and public philanthropists, others live modestly and do not wish to call attention to their wealth or their giving. Even members of the same family board may have differing perspectives and priorities. Working off a prepared case study on this topic, facilitators will explore the many sides of this highly personal decision. Participants will consider the merits of grantmaking with a strong communications component, anonymous giving, or an approach that balances the two. Through case study and discussion, participants will learn about approaches to analyzing this decision and to achieving board consensus.

Presenters:

  • Jason Born, Vice President for Programs, National Center for Family Philanthropy
  • Mary Phillips, President, GMA Foundations

Related Resources:

10 to 11:30 am   Gender Differences in Charitable Giving (Portland Room, 1st Floor)

Do studies show gender differences in charitable giving? What about the impact of earned vs. inherited wealth on philanthropic (and other) decisions?  Our expert panel will discuss the implications for family foundations and philanthropy at large – and solicit your views. Featuring new research from Indiana University combined with decades of anecdotal experience, this session takes an in-depth look at gender differences in family giving, and how these play out in grantmaking and family dynamics.

Presenters:

  • Claire M. Costello, Managing Director, National Philanthropic Practice Executive, Philanthropic Solutions and Vice Chair, National Center for Family Philanthropy (facilitator/presenter)
    U.S. Trust, Bank of America Private Wealth Management
  • Anne Etheridge, Executive Director, Norton Family Office and Brunel Society
  • Deborah Mesch, Ph. D., Director, Women’s Philanthropy Institute, Indiana University

Related Resources:

12 to 2 pm   Lunch Plenary: Implications of the Trends in Family Philanthropy Study (Leonesa Ballroom, 1st Floor)

A discussion of the implications of the research findings from the new benchmark report on family philanthropy practice for the field and for families. The session will also feature an introduction of NCFP’s two new Emerging Fellows in Family Philanthropy, Doug Bitonti Stewart and Katherine Lorenz.

Presenters:

  • Alice Buhl, Lansberg, Gersick and Associates and Senior Fellow, National Center for Family Philanthropy
  • Virginia Esposito, President, National Center for Family Philanthropy (facilitator/presenter)
  • Susan Packard Orr, Board Chair, David and Lucile Packard Foundation, and Distinguished Fellow, National Center for Family Philanthropy
  • Doug Bitonti Stewart, President, Max and Marjorie Fisher Family Foundation, and Emerging Fellow, National Center for Family Philanthropy
  • Ridgway H. White, President, Charles Stewart Mott Foundation and Board Member, National Center for Family Philanthropy

Related Resources:

2:15 to 4:15 pm    Family Dynamics Mini-Retreat, Part IIAvoiding Avoidance: Harnessing the Positive Potential of Family Dynamics (Stevens Room, 7th Floor)

Conflict is normal in any family or organization. Yet, many of us avoid conflicts, even if that avoidance affects relationships or how the foundation operates. In this second of a two-part special mini-retreat on family dynamics, participants will break into two groups – one for family members and one for non-family members, where they will share challenging situations, test tools and techniques for managing complex family dynamics, and discuss ideas for how to harness the positive potential of family dynamics in family philanthropy. NOTE: While participation in Part I of this mini-retreat from 9:45 to 11:45  is not required to participate in this session, it is recommended.

Facilitators:

  • Kelin Gersick, Co-founder and Senior Partner, Lansberg, Gersick and Associates
  • Alice Buhl, Lansberg, Gersick and Associates and Senior Fellow, National Center for Family Philanthropy

Related Resources:

2:15 to 4:15 pm    Board Chairs Mini-Retreat: Effective board chairs: Roles, Responsibilities, Realities (Blewett Suite, 7th Floor)

What makes for a successful Board Chair? Which talents support healthy board leadership? What kinds of situations have really tested the Board and its Chair? How has the partnership between Board Chair and CEO enhanced the foundation’s performance? In this facilitated conversation, Board Chairs – those who are, have been, and expect/hope to be – and other foundation leaders are invited to come together to answer these and other questions of good governance

Facilitator:

  • Jan Jaffe, Senior Consultant, The Giving Practice (facilitator/presenter)

Related Resources:

2:30 to 4 pm   Balancing Family Involvement and Philanthropic Mission (Princessa II Room, 1st Floor)

What is your family’s dream for philanthropy? Are you primarily interested in achieving a particular grantmaking mission? Or are you interested in creating an opportunity for family members to come together and strengthen family ties through philanthropy and service to others? For many philanthropic families, the answer to this question is not either/or – it’s both. Join us for this in-depth conversation with two family foundations that have found successful strategies for thoughtfully defining, measuring, and tracking both their internal, family focused, and their external, community focused, missions.

Presenters:

  • Mary Fisher, Board Member, Max M. &  Marjorie S. Fisher Foundation
  • Doug Stewart, President, Max M. & Marjorie S. Fisher Foundation
  • Mary Sullivan, Trustee, Tracy Family Foundation
  • Linda Tracy, Program Associate, Tracy Family Foundation
  • Patrick Troska, Executive Director, Jay and Rose Phillips Family Foundation (facilitator/presenter)

Related Resources:

2:30 to 4 pm   How One Foundation Faced Its End: Lessons from the Orfalea Foundation (Princessa I Room, 1st Floor)

If your foundation decided to spend down and cease operations in two years, what might the process look like? It’s a question more organizations face, as entrepreneurs pursue philanthropy the way they conducted business – with an exit plan in mind. Currently completing the final steps of a sunset, the Orfalea Foundation will share how it has approached its three priorities of evaluation, sustainability, and productive legacy. Leaders from the foundation will share real experiences of how sunsetting altered the foundation’s culture, tested long-standing relationships, and brought new focus to the quest for demonstrable change in the community.

Presenters:

  • Catherine Brozowski, Vice President, Orfalea Foundation
  • Lois Mitchell, President and Board Member, Orfalea Foundation

Related Resources:

2:30 to 4 pm   100% Unrestricted Funding: The Outside-in Approach to Philanthropy (Portland Room, 1st Floor)

How can funders take an “outside-in” approach to their giving – focusing on external realities and signals rather than their own internal point of view? SVP International Founder Paul Shoemaker will lead this conversation with other leaders in the field to discuss how the use of unrestricted funding can help you and your grantees realize your hopes for genuine and lasting change.

Presenters:

  • Piper Henry-Keller, Board President, Medina Foundation
  • Vu Le, Executive Director, Rainier Valley Corps
  • Paul Shoemaker, Founding President, Social Venture Partners International (facilitator/presenter)
  • Jen Teunon, Executive Director, Medina Foundation

Related Resources:

2:30 to 4 pm    Assessment Frontiers: Higher Ownership, Stronger Participation & Outcomes to Cheer About (Discovery Room, 1st Floor)

How do you work as a board and staff to set goals and assess outcomes in your work? How do you support your core grantees as they do the same? Join this discussion led by David Grant, author of The Social Profit Handbook: The Essential Guide to Setting Goals, Assessing Outcomes, and Achieving Success for Mission-Driven Organizations, and two family foundation trustees to explore ways to embrace assessment, not as an end unto itself, but as the path toward achieving what matters most in the social sector.

Presenters:

  • David Grant, Former President and CEO, Geraldine R. Dodge Foundation
  • Amanda Stanley, Board Chair, Emily Hall Tremaine Foundation
  • John “Gean” Tremaine, Jr. , Director and Chair-elect, Emily Hall Tremaine Foundation

Related Resources:

4:30 to 6 pm   Afternoon Tea Plenary: The Giving Pledge – Perspectives from the Next Generation (Leonesa Ballroom, 1st Floor)

Designed to inspire others to commit their assets to charitable giving, The Giving Pledge has drawn attention to families who previously may have been more private about their philanthropy. Increasingly, Pledge signers are approaching it as a family commitment. How has participation in the Giving Pledge changed the donors’ views of their philanthropy and their lives? How are younger generations managing the new expectations and publicity that come with signing the Pledge? And how are these families learning from and sharing with one another and their peers their experience? Join us for this special conversation offering an insider look at what has been a very public endeavor.

Presenters:

  • Janine  Lee, President & CEO, Southeastern Council on Foundations and Board Member, National Center for Family Philanthropy (closing comments)
  • Justin McAuliffe, Program Associate, Special Programs, Conrad N. Hilton Foundation
  • Yvonne Moore, Principal Advisor, Moore Philanthropy and Advisory Committee Member, 2015 National Forum on Family Philanthropy (facilitator/presenter)
  • Robert Rosen, Director of Philanthropic Partnerships, Bill & Melinda Gates Foundation
  • Lisa Sobrato Sonsini, Board Member, Sobrato Family Foundation

Related Resources:

6:30 to 8:30 pm     Networking Dinners

 

8:30 to 10:30 pm    Forum Lounge – Informal Refreshments and Conversations (Location TBA)

 

Friday, October 16, 2015

 

Concurrent Activities:

 

8 to 9:30 am   The Best Mistakes We Ever Made (Princessa I Room, 1st Floor)

Some funders are sensitive to what a mistake might say about their grantmaking.  Others don’t want to see their grantees hurt by being mentioned in any discussion of mistakes. Yet mistakes, and the willingness to make and learn from them, are what allow us to explore new territory, forge new partnerships, take risks, test innovative ideas, and ultimately allow foundations to function as learning organizations. A mistake can be a powerful teacher. In this rapid-fire format, several family funders will share the errors that led to growth for their foundation and their giving. Audience members will be encouraged to join in the discussion, processing these mistakes and figuring out ways not only to recover, but thrive.

Presenters:

  • Nicky Conroy, Planning and Analysis Officer, Gordon & Betty Moore Foundation
  • Jennifer Craft, Executive Director, Homer A. and Mildred S. Scott Foundation
  • Linda Evans, President and CEO, The Meadows Foundation
  • Jenifer Getz, Board Member, Jessie Smith Noyes Foundation
  • Karen Green, Program Consultant, National Center for Family Philanthropy
  • Annie Hernandez, Executive Director, Frieda C. Fox Family Foundation
  • Jane Leighty Justis, Program Director, The Leighty Foundation
  • Kelly Medinger, Executive Director, Marion I. & Henry J. Knott Foundation
  • Vicki Morgan, Vice President and Chair, Grants Committee, Morgan Family Foundation
  • Kathleen Odne, Executive Director, Dean and Margaret Lesher Foundation
  • Allison Sparks, Trustee, Masto Foundation

Related Resources

8 to 9:30 am   Diverse and Dispersed: Managing a Far-flung Family (Stevens Room, 7th Floor)

In our increasingly mobile society, family philanthropies once defined by their proximity now encounter a new obstacle: geography. How does geography affect a philanthropy’s mission? How do you keep the family and the philanthropy together? And how do families take advantage of diverse perspectives on key issues within the family? Join this session featuring the experiences and perspectives of three diverse and dispersed families.

Presenters:

  • Berit Ashla, Rockefeller Philanthropy Advisors (facilitator/presenter)
  • Kelly Nowlin, Board Member and Chair of the Andrus Family Program, Surdna Foundation
  • Lisa Parker, President, Lawrence Welk Family Foundation
  • Sharmila Rao Thakkar, Executive Director, Siragusa Foundation

Related Resources:

8 to 9:30 am   Expanding Your Comfort Zone: Managing Risk in Family Philanthropy (Portland Room, 1st Floor)

How do family, board, and staff members at your foundation discuss and assess risk? Because of their diverse experiences, people tune in differently to risks around grant performance, foundation reputation, family or social relationships, grantee financial health, the quality of an idea, and more. In this session, you’ll learn how families can create clarity around types of philanthropic risk, understand differing risk tolerances, and create risk management strategies.

Presenters:

  • Tony Macklin, Principal, Tony Macklin Consulting (faciltator/presenter)
  • Laurie Michaels, Founder, Open Road Alliance
  • June Wilson, co-executive director, Quixote Foundation

Related Resources:

8 to 9:30 am   The Important Role of Non-family Board Members: Highlighting the David and Lucile Packard Foundation (Discovery Room, 1st Floor)

What prompts some family foundations to add non-family or community trustees to their board? Have those families identified opportunities, challenges, and processes that can be helpful to those always seeking to ensure that their foundation board functions as effectively as possible? How do you find the right community trustee and what role do they play in governance and foundation leadership? This session will feature the National Center for Family Philanthropy Distinguished Fellow, Susan Packard Orr, who has recently written a provocative issue paper on this topic. We look forward to engaging presenters and audience members in a lively conversation of the whys, whens, who’s, and what’s of adding community voices to your board.

Presenters:

  • Edward W. (Ned) Barnholt, Board Member, David and Lucile Packard Foundation
  • Sarah Jane Cavanaugh, Trustee, The Russell Family Foundation (facilitator/presenter)
  • Susan Packard Orr, Board Chair, David and Lucile Packard Foundation
  • Cole Wilbur, Board Member, David and Lucile Packard Foundation

Related Resources:

8 to 9:30 am   Integrating New Generations and Interpreting Donor Legacy: An Interactive Foundations in Practice Case Study Session (Princessa II Room, 1st Floor)

Welcoming a new generation into a family’s foundation presents familiar challenges. Whether agreeing on the appropriate age for children to join the board or on the best way to balance branch equity in decision making, multi-generational families soon recognize the value in respecting one another’s points of view. What happens when the new generation’s perspectives are at odds with the donor’s intent or with the longtime focus of the family’s giving? This session examines both the sharp differences and the common ground found by the third and newly-added fourth generation trustees of a family foundation that has represented its donor’s intent for over forty years. Through case study and discussion, participants devise creative solutions to building board unity and restoring the effectiveness of the foundation’s grantmaking.

Presenters:

  • Jason Born, Vice President for Programs, National Center for Family Philanthropy
  • Mary Phillips, President, GMA Foundations

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8 to 9:30 am   An Intimate Conversation on Advancing Equity and Inclusion within Family Foundations (Blewett Suite, 7th Floor)

Join this interactive session on how family foundations can advance the values of equity and inclusion in their work, and some of the opportunities and challenges that arise when organizations embark on this journey. During this session, attendees can learn from each other’s experiences through a conversation facilitated by Audrey Haberman and Sindhu Knotz of The Giving Practice, who will also draw from their experiences leading peer cohorts of senior leaders on issues of diversity, equity, and inclusion.

Facilitators:

  • Sindhu Knotz, Partner, The Giving Practice
  • Audrey Haberman, Managing Partner, The Giving Practice

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9:45 to 11:30 am   Closing Brunch PlenaryThe Philanthropic Couple – Negotiating Passions and Priorities (Leonesa Ballroom, 1st Floor)

Historically, a charitable legacy began with one dominant donor. Increasingly, with changes in economic and earnings status and community participation, more couples find themselves sharing and negotiating their philanthropic causes and processes. How do donor couples draw on one another’s interests, ideas, and life experiences to create a shared vision for family philanthropy? How do they handle differences of opinion and alternative views for what their dream of family philanthropy might be? Join this fun and inspiring discussion with three prominent local giving couples moderated by by NPR’s Karen Grigsby Bates.

Presenters:

  • Karen Grigsby Bates, Correspondent, NPR News (moderator)
  • Virginia Esposito, President, National Center for Family Philanthropy (welcome and introductions)
  • Jodi Green, Chair, University of Washington Foundation and Mike Halperin, MD, Immediate Past President, Seattle Academy Board of Trustees
  • Janet Levinger and Will Poole, Partners, Social Venture Partners
  • Mary Pembroke Perlin and David Perlin, Partners, Social Venture Partners

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