How do you measure the impact of your philanthropy? How do you hold yourself accountable tograntees, communities, and future generations—including measuring what funders traditionally don’t measure? And how do you ensure evaluation practices support...
How can families intentionally partner—both across generations and with peer philanthropists—and align with communities and sectors to increase their impact? This session will explore how to shift from siloed giving toward cross-family learning,...
Join us to explore what it takes not only to give, but to endure—avoiding burnout, nurturing wellness, and reinforcing accountability so your work remains vibrant across generations
This webinar will examine how to thoughtfully evolve, not just preserve, giving for the long-term. We’ll explore decisions about spending down versus operating in perpetuity, the implications of splitting or restructuring, and how to align evolving...
Join this session to better understand the fundamental and nuanced federal and state laws regulating charitable giving, including self-dealing, payout, fiscal agency, excise tax, required filings, and much more.
In this webinar, understand the different motivations for using multiple vehicles, how to connect the purpose behind your giving to your vehicle structures, their pros and cons, and how to create the most useful structure for your philanthropic...
Whether you’re in the midst of a transition now, are preparing for an eventual shift, or haven’t yet considered this process, join this webinar to learn more about board chair succession planning.
Join this conversation and hear how giving families are embracing a trust-based approach to their philanthropy—not only as a mindset, but as a guiding principle across their grantmaking, relationships, and operations.
In this webinar, learn the “nuts and bolts” of good governance, including common policies and practices, strategies for how to build an effective board and decision-making framework, the core roles and responsibilities of board members, and best...
Join this program to refine the “why” behind your philanthropy and connect your philanthropic purpose to the broader change you wish to see in the world.
Join us for a discussion on how to intentionally design meetings to engage family members in a learning agenda about their giving and how to plan and facilitate enjoyable, useful meetings that consider the purpose, outcomes, process, and people...
Join us for a conversation on how to address organizational change, rebuild culture, and integrate practices that best serve the organization as a whole.