2017 National Forum on Family Philanthropy: Complete Program

In addition to this year’s collection of Plenary Events and Sessions, the 2017 National Forum will showcase more than two dozen concurrent sessions and workshops highlighting new trends, pressing issues, and perennial challenges in family giving. These smaller seminars and workshops will feature the perspectives of board members, donors, and other leaders in family philanthropy, along with plenty of time for audience participation and small group interaction, ensuring that attendees are able to take home practical strategies for dealing with their most pressing issues.

Review presenter bios on our list of confirmed presenters.

Please download our complete draft schedule grid for projected times for plenaries, concurrent sessions, and workshops.

This year, in an effort to provide some level of guidance for participants seeking advice in particular areas of family philanthropy, we have also grouped sessions into special Series connected to NCFP core programming.

Splendid Legacy Series

splendid-legacy-2-cover-400x284Splendid Legacy is NCFP’s essential guide for donor, founders, and families seeking to create – or recreate – their family foundation. Sessions in this series focus on the role and presence of founders, as well as tools and strategies for preserving legacy and planning for leadership transitions.

  • Giving While Living: Founders at the Table
  • Legacy Planning and Leadership Transitions Before and After the Founder’s Passing
  • Preserving Donor and Family Legacy: New Tools and Techniques
  • Effective Board Chairs: Roles, Responsibilities, Realities

Generations Together Series

creating-social-changeNCFP’s Generations Together Curriculum offers a wide array of information, resources, and activities for families seeking to engage in intergenerational giving. Sessions in this series focus on key trends and topics in multi-generational family philanthropies, as well as strategies for families seeking to work across generations to make a difference in their communities.

  • 21st Century Geographic Dispersion: Supporting a Global Family
  • Interactive Learning Agendas to Engage Family Members
  • Thrive at Five: The Secrets of Long-Term Family Philanthropy
  • Avoiding Avoidance: Managing Family Dynamics
  • Impact Investing and Generational Differences in Family Foundations
  • Generation Impact: How Next Gen Donors Are Revolutionizing Giving
  • Defining Generations: Comparing Early Millenials, Late Millenials, and Generation Z
  • Setting Expectations for Participation: Board Job Descriptions, Next Gen Boards, Site Visits, and Other Tools

Strategic Lifespan Series

road-to-perpetuity-664x292NCFP’s Strategic Lifespan initiative, supported by the Quixote Foundation, seeks to provide guidance and perspectives for donors and families considering a strategic lifespan for their foundation or fund. Sessions in this series dig deeper into taking risks to achieve your goals and mission, and the concept that there is no right answer to the question of whether to spend out or exist in perpetuity.

  • What’s Your Strategic Lifespan?
  • Philanthropy in a Time of Dramatic Policy Change
  • Putting Risk on the Table: Expanding Your Comfort Zone
  • Putting Wealth to Work: Philanthropy for Today or Investing for Tomorrow?
  • Impact Investing: A Deep Dive into Current Strategies for Aligning Investments with Mission

Transparency and Accountability Series

feature-transparency-piggy-bank.jpg_577457045Sessions in this series will address a variety of questions at the heart of family philanthropy: How do you balance your commitment to the donor’s legacy and the family’s shared vision with the immediate needs of the communities you serve? What is your responsibility for sharing what you’ve learned – including the mistakes you have made – with others? How can you be sure that you are accountable to the causes and communities you serve?

  • Bringing in New Voices: Nonfamily Trustees, Advisory Committees, and Other Tools
  • Transparency and Accountability: Private Responsibility, Public Trust
  • Telling Your Story: Family Philanthropy and Media Perceptions
  • Board and Foundation Assessment
  • Dimensions of Transparency and Communication: The Russell Family Foundation
  • Using Technology and Data to Achieve Your Mission

Community Connections Series

feature-community-two.jpg_930094764How do family foundations build and retain meaningful connections in their communities with nonprofits, local leaders, other local funders, and residents? How can family foundations accommodate increasingly disparate personal interests among those serving on their boards while staying true to the original geographic focus of the donor family? These and other related questions will be addressed by this important series of sessions.

  • Pride of Place: Foundations Sustaining a Commitment to Place in a Rapidly Changing World
  • How Philanthropic Families and Community Foundations Successfully Partner
  • Bringing in New Voices: Nonfamily Trustees, Advisory Committees, and Other Tools
  • Collaborating Across Power Differences
  • Achieving Equity…How Exactly?
  • Civil Conversations in Uncivil Times
  • Bridging the Power Divide
  • Investing in Volunteer Engagement: Data, Strategies, and Tools for Success

 *Please note that all session titles and topics are subject to change.

Plenary and Concurrent Session Descriptions and Presenters

 

Wednesday, October 18th, 12 to 2 pm:  OPENING PLENARY

 

cokie-roberts-and-ken-burns

The Power of Storytelling:  Our 2017 National Forum kicks off with an interview of the celebrated American documentarian and filmmaker Ken Burns by the award-winning media commentator and author Cokie Roberts. They’ll discuss the power of storytelling and the media in shaping communities and civil discourse, his upcoming series on Vietnam, and much more.

Presenters:

  • Ken Burns, Filmmaker
  • Cokie Roberts, Political Commentator, ABC News and NPR
  • Nancy Cable, President, Arthur Vining Davis Foundation (introduction)

 

Wednesday, October 18th, 2:15 to 3:45 pm:  CONCURRENT SESSIONS

 

Telling Your Story: Family Philanthropy and Media Perception: Family foundations are dedicated to improving their communities and leading conversations that will help advance their missions. But as they look to expand their work, many families have a hard time explaining their work and building relationships with the media. Many foundations simply don’t know where to begin. Others are worried that they might unintentionally create negative perceptions about their work. This practical workshop will help your foundation understand how it can more effectively explain its work to reporters and editors, expand its thought leadership, and gain more exposure.

Presenters:

  • Peter Panepento (moderator)
  • Stacy Palmer, Editor, The Chronicle of Philanthropy
  • Vincent Stehle, Executive Director, Media Impact Funders

Philanthropy in a Time of Dramatic Policy Change

2017 has brought both expected and unexpected policy changes for funders and nonprofits. How will these policy changes affect the climate of giving and influence the strategies and priorities of organizations working to create sustainable progress? Join this session for updates on policy proposals related to family philanthropy, and hear from others on their responses to these and other issues.

Presenters:

  • David Weitnauer, President, R. Howard Dobbs, Jr. Foundation (moderator)
  • John Mullaney, Executive Director, Nord Family Foundation
  • Sandra G. Swirski, Executive Director, Alliance for Charitable Reform and Partner, Urban Swirski & Associates

Thrive at Five: The Secrets of Long-Term Family Philanthropy: How does a family respectfully bring young adults in? What is the values-base that unites them?  How does this contribute to longevity of the foundation? What have foundations that have made it to the 5th generation done to sustain a foundation successfully over the generations? Why have they made it to five generations? Join this discussion featuring time-proven models of stewardship and cross-generational respect.

Presenters:

  • Mae Hong, Rockefeller Philanthropy Advisors (moderator)
  • Kelly Nowlin, Board Member, Surdna Foundation
  • Kerry Robinson, Board Member, Raskob Foundation

Transparency and Accountability: Private Responsibility, Public Trust: What does it mean to be a family foundation trustee in today’s world: How do you balance your commitment to the donor’s legacy and the family’s shared vision with the immediate needs of the communities you serve? What is your responsibility for sharing what you’ve learned with others? How can you be sure that you are accountable to the causes and communities you serve? And are there any drawbacks to being fully transparent in your grantmaking? Join this conversation with peers who have carefully considered the tradeoff between privacy and the public trust to discuss the philosophical and practical application of these and other related questions.

Presenters:

  • Barbara Bainum, Board Chair, Bainum Family Foundation
  • Jacob Harold, President & CEO, GuideStar
  • Allison Magee, Executive Director, Zellerbach Foundation
  • Richard Woo, CEO, The Russell Family Foundation

Impact Investing and Generational Differences in Family Foundations: Family foundations have a major opportunity to use philanthropy to create positive social change. Until recently most foundations have focused their efforts on grantmaking to influence the issues they care about. But a growing number of family foundations are being encourage by next gen leaders to consider the use of impact investing – investments that create both social (or environmental) and financial returns.

Presenters:

  • Ariella Rotenberg, Senior Associate, The ImPact (moderator)
  • Mark and Fuller Calloway, Morning Star Foundation and the Fuller E. Callaway Foundation
  • Simone Friedman, Head of Philanthropy and Impact Investment, EJF Philanthropies
  • Stephanie Cohn Rupp, Managing Director of Impact Investing, Threshold Group

Preserving Donor and Family Legacy – New Tools and Techniques: Whether the founders of your foundation are alive and well or have long since passed, there are a variety of practical tools available for capturing and cataloging the stories of your founders and the foundation. Doing so engages current trustees and family members in learning their legacy, and creates a time capsule for future members to have the chance to “know” the founders and the foundation history. This session will include an overview of NCFP’s partnership with The History Project, as well as case studies of two foundations that used different tools to celebrate significant anniversaries, highlight the stories of their founders, and recruit new trustees to their board.

Presenters:

  • Niles Lichtenstein, The History Project (moderator)
  • Debbie Brodsky, Owner, DMB Pictures
  • Kelly Medinger, Executive Director, Marion I. & Henry J. Knott Foundation

Giving While Living: Founders at the Table: Founders bring a special sense of purpose to family philanthropy, as well as an entrepreneurial spirit for the possibilities of giving. But they also may bring unrealistic expectations or lack the awareness that their presence can at times stifle debate and conversation. If you are a donor, how can you build self-awareness about the challenges you may inadvertently cause? And if you are someone who works for or alongside a donor, what are approaches you can take to alleviate power dynamics issues and help ensure the family’s shared dream of philanthropy is reached?

Presenters:

  • Mary Phillips, President, GMA Foundations (moderator)
  • Mitchell Karasov, Board Member, and Maxwell Drever, Founder, Drever Family Foundation
  • Molly Stifler, Board Member, and Larry Stifler, Co-Founder, Stifler Family Foundation

Wednesday, October 18th, 4:00 to 5:30 pm:  CONCURRENT SESSIONS

 

21st Century Geographic Dispersion: Supporting a Global Family: Increasingly, families engaged in philanthropy live in communities and countries across the globe. These families have both global interests as well as a global perspective on the role their family’s foundation can play. In this session, hear from leaders of family foundations with a global lens in their work.

Presenters:

  • Rob Buchanan, Board Chair, Charities Aid Foundation of America (moderator)
  • Alessandro d’Ansembourg, Trustee, Flora Family Foundation
  • Katherine Osborne Valdez, President, The Powell Foundation

Bringing in New Voices: Nonfamily Trustees, Advisory Committees, and Other Tools: What are the signs that your foundation’s board might benefit from adding one or more community leaders to bring new energy and fresh voices to board deliberations and decisions? Learn more about the advantages, challenges, questions, and opportunities of engaging non-family trustees on your family foundation’s board.

Presenters:

  • Robin Strawbridge, Board Member, Fleishhacker Family Foundation (moderator)
  • Jason Burnett, Board Member, David and Lucile Packard Foundation
  • Caprice Bragg, Board Member, Nord Family Foundation
  • Mirellise Vazquez, Executive Director, Tauck Family Foundation

Interactive Learning Agendas to Engage Family Members: Is your family looking to reinvigorate a culture of learning, bring new board members up to speed, or unify the board around collective learning to deepen their expertise in an issue area? Planning board learning agendas requires considering the individual and collective personalities on your board, generational differences, varied styles of learning, and setting realistic timelines. Whether your board responds better to classroom-style education, experiential gameshow style formats, or anything in between, we will present and try out ways to create and implement board learning agendas that are both empowering and enjoyable for families.

Presenters:

  • Holli Rivera, President, Intentional Philanthropy (moderator)
  • Alyssa Cogen, Board Member, Solon E. Summerfield Foundation

Legacy Planning and Leadership Transitions for Times of Grief: While the death of a beloved family leader is inevitable, dealing with mortality remains perhaps the least discussed and most difficult reality confronting family foundations. How can you work with your founders (or senior leaders) to discuss and prepare for the future? How do you ensure clarity of donor intent and decide how to structure board and family leadership?  How do staff and board react to sometimes dramatic changes in leadership style and vision that follow a death? Hear from a foundation grappling with a founder’s request to confront these difficult questions; and another where death meant those left behind were forced to make difficult and emotional decisions in a short period of time. Learn how your family can prepare for the special challenges of grief and transitions.

Presenters:

  • James Berylson, Trustee, Richard and Susan Smith Family Foundation
  • Sandy Cardin, President, Charles and Lynn Schusterman Family Foundation
  • Lynne Doblin, Executive Director, Richard and Susan Smith Family Foundation
  • Jim Parsons, President, Brinson Foundation

How Philanthropic Families and Community Foundations Successfully Partner: Community foundations can be a trusted resource to philanthropic families. They help families solve practical issues such as geographic dispersion and anonymity. And they can provide deeper support for community problem-solving and family succession planning. However, community foundations vary widely in their goals and capacity and family members vary widely in their goals for working with other partners. In this session, you’ll hear 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. The session will also draw on the experience and trends research of the National Center for Family Philanthropy and its Community Foundations Family Philanthropy Network.

Presenters:

  • Tony Macklin, Tony Macklin Consulting (moderator)
  • Heidi Stolte, President, Stolte Family Foundation
  • Kimberly Wright, Director of Family Philanthropy, Seattle Foundation

Capacity Building and Investing in Leadership: What Does it Mean for Effectiveness and Impact? How can family foundations invest in leadership to build capacity at core organizations they support? Join this interactive conversation with others family foundation leaders who have placed an emphasis on building community leadership.

Presenters:

  • Yolanda Caldera Durant, Director of Programs, Fund the People
  • Elizabeth Sak, Executive Director, Cricket Island Foundation
  • Megan Duffy, Associate Vice President of Programs, Grantmakers for Effective Organizations

 

Wednesday, October 18th, 6:30 to 9 pm:  DINNER PLENARY

 

aahc-museum-photo copy

Photo credit: Alan Karchmer/NMAAHC

Race, Equity, and Family Philanthropy (Wednesday, October 18th, 6:30 to 9 p.m.): Conversations and clashes around race and equity are becoming more common in our communities, in the media, and in philanthropy. We’re confronting the fact that, for far too many of our African-American neighbors, gaps in socioeconomic progress are still driven by race and history. It is tough work to face our hidden biases and the systemic biases around us, and to turn new understanding into action. In this special session, several of your peers will discuss their own journeys of learning and adaptation. They’ll share how their organizations began discussing racial equity challenges, how their journeys have progressed, and the results so far for their families, organizations, and philanthropy. Note: This special opening evening event will be held at the National Museum of African American History & Culture.

Presenters:

  • Joshua B. Bernstein, Board Member, Diane & Norman Bernstein Foundation
  • Ashley Snowdon Blanchard, Vice President, Hill-Snowdon Foundation
  • Drs. Jeff and Sivan Hines, Donors, Community Foundation for Greater Atlanta
  • Nat Williams, Ph.D, Executive Director, Hill-Snowdon Foundation

Thursday, October 19th, 8 to 9:30 am:  BREAKFAST PLENARY

 

Pride of Place: Foundations Sustaining a Commitment to Place in a Rapidly Changing World: Join NCFP President Virginia Esposito along with leading place-based family foundations as they discuss early findings and themes from NCFP’s “Pride of Place” research project. Pride of Place explores how and why geographically dispersed families have retained a primary commitment to the communities and regions where the philanthropy was established.

Presenters:

  • Virginia Esposito, President and Founder, National Center for Family Philanthropy (moderator)
  • Eleonora Frey, Vice Chair Trustee, The Frey Foundation
  • Adam Gibbons, Board Member, Rasmuson Foundation
  • Rick Williams, Chief Executive Officer, Sobrato Family Foundation

Thursday, October 19th, 9:45 to 11:45 am:  CONCURRENT WORKSHOPS

 

Avoiding Avoidance: Managing Family Dynamics: Conflict is neither inherently good nor bad. Conflict will always occur in an organization that’s growing, evolving, and changing. What makes it good or bad or a positive or negative experience is how it’s managed. In this session participants will explore typical situations where families might find themselves falling into the avoidance trap, and identify useful strategies for ‘avoiding avoidance’ and other related tips and tools for managing family conflict.

Facilitator:

  • Dr. Stephen R. Treat, Senior Therapist and Former Director and CEO, Council for Relationships

Collaborating Across Power Differences: Power dynamics can really get in the way when you are trying to build a healthy, strong organization. If family foundations and their grantee partners don’t see eye to eye, or if junior members of the family pose challenges to their board leaders or elders, the back-and-forth struggle isn’t just uncomfortable; it can undermine the organizational stability and compromise impact. But there are practical, effective solutions for this struggle. In this extended session, participants will have a chance to share their own power dilemmas, while learning both concrete tools and out-of-the-box solutions for bridging power differences and collaborating more effectively.

Facilitators:

  • Cindy Mercer, Co-founder, Planet Heritage Foundation
  • Alexander Grashow, Founder, GOODWOLF

Supporting an Assessment Culture: Assessing the work of your foundation and board should not be considered optional – assessment provides you with a sense of where you need to shift gears, where you need to invest additional time and resources (including where your investments have paid off!), and where you need to step back and start over again. Learn about NCFP’s Pursuit of Excellence Board Self-assessment tool, as well as other available tools and checklists for assessing your board.

Facilitator:

  • David Grant, Former president and CEO of the Geraldine R. Dodge Foundation and Author, The Social Profit Handbook: The Essential Guide to Setting Goals, Assessing Outcomes

Achieving Equity…How Exactly? In this session, participants will hear what foundations are doing broadly to incorporate equity internally, as well as ways specific family foundations are making equity a part of their day-to-day operations. We’ll also discuss how equity can help family foundations define and enhance their efforts at transparency. Kris Putnam-Walkerly, author of “The Road to Achieving Equity” will be joined by family foundation leaders who will share how their institutions are addressing issues of equity in ways that reflect family vision, encourage staff, better support grantees and partners, enhance transparency, and achieve their missions. Participants will have the opportunity for small group discussions and a chance to ask deeper questions of each panelist, as they create their own plan for next steps to address equity within your own foundation.

Facilitator:

  • Kris Putnam-Walkerly, Founder, Putnam Consulting Group

What’s Your Strategic Lifespan? What are your foundation’s goals, and what is the best strategy for achieving them? While many foundations make the decision to exist in perpetuity – making grants year-after-year to support their mission and goals – a growing number are choosing a “strategic lifespan” for their giving. The Quixote Foundation, a Seattle-based family foundation that ceased grantmaking operations in December 2016, describes this approach as follows:

We can have a greater impact by using all our money for catalytic change now instead of doling out modest grants indefinitely. That’s why we’re spending our entire endowment. We’re trading organizational immortality for a once-in-a-lifetime chance to make waves that will reverberate forever. It’s a different kind of perpetuity, and we call it “spending up.”

This intimate, peer-led workshop is for both funders that have made the decision to “spend up” their assets, as well as those considering this option.

Presenters:

  • Farhad A. Ebrahimi, Founder & Trustee Chair, The Chorus Foundation
  • Lenore Hanisch, Board Member, The Quixote Foundation
  • June Wilson, Executive Director Emeritus and Board Member, The Quixote Foundation

Putting Risk on the Table: Expanding Your Comfort Zone: Philanthropy is often described as society’s “risk capital.” Private generosity can support causes and ideas that business and government agencies cannot or will not. However, the idea of risk in philanthropy quickly muddies as we direct our generosity through a family foundation, donor-advised fund, or other collective effort. Our ideas about – and tolerance for – risk diverge, shaped by individual, family branch, professional, and other experiences. This workshop will feature tips from NCFP’s new Passage Issue Brief on this topic as well as advice from the Open Road Alliance’s Risk Management Toolkit.

Facilitator:

  • Sampriti Ganguli, CEO, Arabella Advisors
  • Diana Tyler Heath, Senior Director, Arabella Advisors

Mission Investing: A Deep Dive into Current Strategies for Aligning Investments with Mission: Over the past 20 years, the breadth and depth of the mission investing field of strategies and options available to family funders seeking to align their investments with mission has grown dramatically. In this extended session developed in collaboration with The ImPact, participants will have the opportunity to break out into small groups to discuss advanced strategies in mission investing.

Facilitator:

  • The ImPact

Thursday, October 19th, 12 to 1:45 pm:  LUNCHEON PLENARY

 

Flint-water-pipes-VTU-sized-for-WP copy

Photo credit: Kelsey Pieper and Min Tang/Virginia Tech University

Responding, Recovering, Rebuilding, Becoming Resilient: Our daily news and social media feeds are filled with stories of communities in crisis. Some have the shocking immediacy of mass shootings and hurricanes. Others are tragic results of long-simmering problems such as racial tensions, police-community relations, and failed infrastructure. Generous families are always quick to respond with outpourings of money, volunteer time, compassion, and prayer. But what can those families do weeks, months, and even years later to help victims and communities recover and rebuild? And, how can they help rebuild trust in a community to ensure it is more resilient when the next crisis comes? Facilitated by Lori Bertman, President & CEO of the Irene W. & C.B. Pennington Foundation, this panel of your peers will describe how they faced crises head-on, dug in for the long run, and improved both their communities and their philanthropy.

Presenters:

  • Lori Bertman, President & CEO of the Irene W. & C.B. Pennington Foundation
  • Ridgway White, President, Charles Stewart Mott Foundation

 

Thursday, October 19th, 2 pm to 3:30 pm:  CONCURRENT SESSIONS

 

Imagining the Future: We invite you to participate in an exciting new program as we celebrate our 20th Anniversary.  We are using the opportunity of this anniversary to “Imagine the Future”  of the field of family philanthropy, its practitioners, family members, and NCFP for the future.  Working with Alexander Grashow,  we will launch our work at the National Forum on Family Philanthropy in 2017 with focus group discussions that address the following questions:

  1. Given the challenges in the world, and the changing philanthropic landscape, how do you see the field changing?
  2. What new tools, strategies and collaborative initiatives should be focused on moving forward for families, practitioners and advisors?
  3. How should the NCFP position the Center and our programs?
  4. What would excite and engage you personally in our collective efforts and community?

NOTE – the session will run 2 hours and will also be offered on Friday morning.

Facilitator:

  • Alexander Grashow, Founder, GOODWOLF

Putting Wealth to Work: Philanthropy for Today or Investing for Tomorrow? During the next twenty years, as part of the largest transfer of wealth in history, more than $500 billion is expected to pour into the philanthropic sector. Some of it will come from retiring baby boomers, but even more will come from newly rich Silicon Valley billionaires. Since 2006, the appeal of “giving while living” has grown, so much so that many philanthropic donors now expect not just to give money during their lifetimes, but to create organizations or ventures-some for profit, others not for profit-whose missions are expected to be completed within the lifetime of the donors. The combination of these two trends has transformed the not-for-profit sector in scale and dynamism, attracting some skeptical scrutiny along the way. Join this conversation with legendary foundation leader and observer Joel Fleishman as he discusses the themes and implications of his new book.

Presenters:

  • Joel Fleishman, Director, Center for Strategic Philanthropy and Civil Society, Duke University and Author, Putting Wealth to Work: Philanthropy for Today or Investing for Tomorrow?

Generation Impact: How Next Gen Donors Are Revolutionizing Giving: This session will feature a conversation with next gen family philanthropy leaders discussing their ambitious plans to revolutionize giving so it achieves greater impact.  How do next gen donors honor the philanthropic legacies and values they’ve inherited while helping to dramatically move the needle on enduring social problems?

Presenters:

  • Sharna Goldseker, Founder, 2164 (moderator)
  • Katherine Lorenz, President, Cynthia and George Mitchell Family Foundation
  • Sapphira Goradia, Executive Director, The Goradia Foundation

Dimensions of Transparency and Communication – The Russell Family Foundation: How does your board – and your family – manage the interplay between the public and private nature of your work? Who are the various audiences you report and listen to? How do you decide what information and lessons learned you wish to share, and which are not appropriate for outside ears? Join this conversation with two long-time leaders of the Russell Family Foundation, as they discuss their “Three Dimensional Chessboard Tool” for transparency in family philanthropy. [Based on session at 2016 CEO Retreat]

Presenters:

  • Richard Woo, CEO, The Russell Family Foundation
  • Rick Williams, Chief Executive Officer, Sobrato Family Foundation (moderator)

Bridging the Power Divide: How can you as a person of privilege address the power imbalance that exists between funders and nonprofits? How can your board build a more honest and collaborative relationship, while also supporting other funders in building more authentic relationships with their grantees? This conversation will feature a wide variety of practical tips for bridging the power divide with your grantees, as well as candid feedback from the grantee perspective.

Presenters:

  • Patrick Troska, Phillips Family Foundation of Minnesota (moderator)
  • Jennie Watson, Interim President, Evelyn and Walter Haas, Jr. Fund
  • Karie Brown, Board Member, Hidden Leaf Foundation

Collaboration in the Digital Age: Using Technology and Data to Achieve Your Mission: Funders of all sizes are turning to data and technology in order achieve greater and more efficient impact. Increasingly, we see family foundations using data-sharing and investments in scientific research as new means of collaboration. In this new frontier, what are the most important considerations, challenges, and best practices for using technological advancement to enhance collaboration?

Presenters:

  • Seema Shah, Deputy Director, Cricket Island Foundation (moderator)
  • Larry Leibowitz, Interim CEO, Incapture Technologies and Board Member, GivingCompass

 

Friday, October 20th, 8 to 9:30 am:  BREAKFAST PLENARY

robert-putnam-150x150Our Kids: The American Dream in Crisis: The America we believe in is a nation of opportunity, constrained only by ability and effort. But during the last 25 years, an increasing number of families and communities are facing opportunity gaps. Those gaps have been reinforced by decreasing trust in communities, decreasing diversity in our social networks, and other social challenges. How can philanthropic families reach across all types of boundaries to offer more opportunity to all children? Professor Robert Putnam will discuss challenges described in his bestselling book, Our Kids: The American Dream in Crisis, solutions developed by an interdisciplinary group of foundations and experts, and the special roles he sees philanthropic families could play.

Presenters:

  • Lew Feldstein, Former President, New Hampshire Charitable Foundation (introduction)
  • Robert Putnam, Peter and Isabel Malkin Professor of Public Policy, Harvard University

 

Friday, October 20th, 9:45 to 11:30 am: CONCURRENT SESSIONS

 

Imagining the Future: We invite you to participate in an exciting new program as we celebrate our 20th Anniversary.  We are using the opportunity of this anniversary to “Imagine the Future”  of the field of family philanthropy, its practitioners, family members, and NCFP for the future.  Working with Alexander Grashow,  we will launch our work at the National Forum on Family Philanthropy in 2017 with focus group discussions that address the following questions:

  1. Given the challenges in the world, and the changing philanthropic landscape, how do you see the field changing?
  2. What new tools, strategies and collaborative initiatives should be focused on moving forward for families, practitioners and advisors?
  3. How should the NCFP position the Center and our programs?
  4. What would excite and engage you personally in our collective efforts and community?

NOTE – the session will run 2 hours and will also be offered on Thursday afternoon.

Facilitator:

  • Alexander Grashow, Founder, GOODWOLF

Civil Conversations in Uncivil Times: In this follow-up conversation to the Friday morning plenary, Dr. Putnam will be joined by other philanthropic leaders in a fishbowl conversation about how to establish ‘brave spaces’ and encourage candid and civil conversations in your community.

Presenters:

  • Alicia Philipp, President, Community Foundation for Greater Atlanta (moderator)
  • Dr. Robert Putnam

Defining Generations: Comparing Early Millenials, Late Millenials, & Generation Z

Description coming soon!

Presenters:

  •  Phil Gwoke, BridgeWorks

Effective Board Chairs – Roles, Responsibilities, Realities: 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.

Presenters:

  • Alice Buhl, Senior Fellow, National Center for Family Philanthropy and Senior Consultant, Lansberg, Gersick, and Associates (moderator)
  • Kelly Sweeney McShane, Board Chair, The William J. and Dorothy K. O’Neill Foundation
  • Susan Packard Orr, Board Chair, David and Lucile Packard Foundation

Investing in Volunteer Engagement – Data, Strategies, and Tools for Success: Did you know that research shows conclusively that volunteers give more, and report being much more fulfilled from their charitable giving? Volunteering also helps enhance donor insights and lead to better decisions. And many family foundations promote volunteerism within the family to increase engagement and build interest among the next generation and extended family members. Volunteer engagement is not a “program” in itself, but a cost effective strategy to assist all organizations and community groups in accomplishing their missions. This session will feature new data from a special section on volunteering from The 2016 U.S. Trust Study of High Net Worth Philanthropy, as well as tips and tools from The Leighty Foundation’s recently published Funder’s Guide to Investing in Volunteer Engagement.

Presenters:

  • Claire Costello, National Practice Executive, Philanthropic Solutions, US Trust (moderator)
  • Jane Leighty Justis, Board Member, The Leighty Foundation
  • Lisa Parker, President, The Lawrence Welk Family Foundation

Setting Expectations for Participation – Board Job Descriptions, Next Gen Boards, Site Visits, and Other Tools: What are your options for defining and sharing expectations and requirements for board service or participation as a fund advisor? Join this interactive and practical conversation to discuss board job descriptions, next gen boards, site visits, and other practical tools for clarifying expectations for board members.

Presenters:

  • Karen Green, Consultant, National Center for Family Philanthropy (moderator)
  • Isabel Griffith, 6th Gen Family member, Andrus Family Philanthropy Program
  • Kelly Nowlin, Board Member, Surdna Foundation

 

Friday, October 20th, 12 to 2 pm:  CLOSING LUNCH PLENARY

 

phil-gwoke-300x180Bringing New Power to Family Legacy: Younger generations are often attempting to forge their own paths while honoring family traditions and values. They’ve grown up wired for new ways of learning, volunteering, working, giving, and living. They want to bring those talents to their family’s giving, that is, if their families are willing to embrace the talents and adapt along the way.  This session, facilitated by Phil Gwoke from BridgeWorks, will feature intergenerational pairs sharing stories and tips for how families can successfully bring young, new power to longer-standing institutions and hopes.

Confirmed speakers:

  • Phil Gwoke, Bridgeworks
  • Megha Desai, President and Samir Desai, Founder and CFO, Desai Foundation
  • Paul and Adam Growald, Board Members, Growald Family Fund
  • Phillip Henderson, President, The Surdna Foundation (introduction)
  • Elizabeth Tanya Masiyiwa, Co-founder, Simba Education; and Tsitsi Masiyiwa,Founder and Executive Chairperson, Higherlife Foundation