Philanthropic Advisors Network - Pilot Meeting

Thursday, October 24, 2013 -
8:15am to 10:00am EDT
Philanthropy New York, 4th Floor, 79 Fifth Avenue, NYC
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Philanthropic advisors and consultants have been longstanding members and contributors to the Philanthropy New York community. Based on feedback from members, Philanthropy New York is piloting a peer network for philanthropic advisors to build relationships with peers and dig in to the professional challenges and opportunities that come with this role. We invite interested members to join us for a pilot meeting and then let us know if regular network convenings would be valuable.
Casey Castañeda and Jonathan Horowitz (J.P. Morgan Private Bank, Private Foundation Services) and Caroline Woodruff (Bessemer Trust) will lead the pilot network meeting. We have brainstormed potential discussion topics and welcome input from attendees:
  • Being a skilled generalist.  How do you approach researching new issue areas on behalf of a client? 
  • Building successful funder/grantee relationships when your time is split among numerous clients and funding portfolios
  • Describing your role, both internally and externally, so people understand your work
  • Effective communication strategies for client meetings and presentations
  • Intergenerational dynamics, both within client families and within the work environment
  • Addressing sensitive family issues in the context of philanthropy
  • Connecting to professional networks and resources for advisors and clients
  • Navigating corporate dynamics and culture
  • Career trajectory
A Philanthropy New York Professional Peer Network Program.


To create a peer-to-peer space, this meeting is open to philanthropic advisors who are members of Philanthropy New York and meet the following criteria:
  • Work with high net worth individuals and families on their philanthropic giving (foundations, donor advised funds, or personal)
  • Work with multiple clients instead of a single donor or foundation
  • Directly lead client engagements. Although research and support staff interface with clients, this network is open to professionals who are the main programmatic lead/relationship manager
  • Work primarily with funders. If you provide advisory and consulting services to funders and nonprofits, please come with your funder hat on
  • Has been in this role for at least one year


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