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Family Philanthropy Exchange Event Archive"Talking 'Bout My Generation": Rethinking Family Giving Featuring Alison Goldberg, Resource Generation Monday, October 20, 2003 Too often when the subject of young people in family philanthropy arises, it is in the context of intergenerational tensions. Today, we will speak, instead, "generationally," allowing the unique perspectives of young people to be heard. What can we learn from their perspectives that might prepare us for the next stage of development of U.S. family philanthropy? What are the ways in which these young people are currently engaging in philanthropy and defining their roles in the unprecedented transfer of wealth that will occur this century? Please join us in conversation. Come prepared for a "not the usual thing" program. Through dialogue, role-playing and other interactive and engaging formats, we will learn together about the innovative ways in which young leaders are coming into their own as givers in a family context and why it is relevant for all family philanthropists. Come prepared for an informative and unique program for all generations. Managing the Inevitable: Effective Strategies for Facing Internal and External Changes The one constant for family foundations is change: new generations of trustees, leadership transitions, and unexpected needs from the field require response. Questions arise that may strike at the heart of the family's giving; for instance, what happens when the issue of intent and legacy comes in direct conflict with a family foundation's ability to be responsive to the community? This session will discuss how family foundations evolve in this ever-changing arena. In this session, participants will explore:
The nexus of the internal (leadership challenges, bringing aboard new trustees, etc.) and the external (changes in the economy, major shifts in nonprofit sector needs and priorities, new rules and regulations governing private foundations, etc.). Workshop participants will learn real practical lessons for "embracing change" in their own family foundations in ways that nurture and support good stewardship and healthy organizational development. The speaker, Heather Hiles, is president and CEO of The Hiles Group, LLC, a professional consulting firm offering strategy development and management services for foundations, individual and family philanthropies, professional advisors, and nonprofit organizations. Her foundation practice encompasses program design and planning; community and program research; organizational assessment and due diligence; program evaluation; organizational and management development; and board support. Family Philathropy Exchange Series - Successful Small Grants: When a Little How does a foundation give away smaller amounts of money effectively? Carrie Avery, president of the Durfee Foundation, sought the answer to this question by interviewing dozens of grantmakers of all sizes running programs that make grants of $10,000 or less according to well-defined guidelines. The result of this research is her December 2002 Council on Foundations publication "Successful Small Grants: When a Little Goes a Long Way." In this session, Ms. Avery will share the wisdom from grantmakers of all sizes who have maximized minimal resources by:
2002 Event ArchiveFamily Philanthropy Exchange Series: Knowing What Works: The Role of Evaluation in Family Philanthropy This highly interactive session will be customized to participant needs. Once registered, you will be contacted and asked to complete a brief survey on your experience with evaluation, assumptions about the cost of evaluation, and use of information in making funding decisions. Individual survey responses are confidential. Overall results will guide course content. Questions to be explored during the session include:
Jill Blair, a founding principal of BTW Consultants-informing change, works both locally and nationally for nonprofits and philanthropy on program design, planning, and strategic evaluation. Jill is involved in innovative work related to organizational effectiveness, nonprofit governance, national service, civic engagement, and volunteering. Before founding BTW, Jill worked on public policy and program issues related to the lives of children and youth for more than 15 years. Beth Brown, a senior associate at BTW Consultants-informing change, works with local and national grantmakers in designing and conducting training programs and strategic projects. Her current work includes managing a design process for the Charles and Helen Schwab Foundation on organizational effectiveness in substance abuse treatment agencies.Prior to joining BTW, Beth worked for more than six years as director of public policy and emerging issues at the Council on Foundations. Family Philanthropy Exchange Series: Curiosity, Creativity, and a Willingness to Take Chances: Working for My Family Foundation Casey Woodard will trace his1990 introduction to family philanthropy and how the experience impacted his own evolution through his community, his family, and his business. Using Maslow's hierarchy of needs as a backdrop, Mr. Woodard will share how the family foundation has grown from simple "donors" to "getting organized" to "strategic" to "issue and results oriented" to "leveraged" philanthropy. He offers examples of proactive grantmaking, building the capacity of an organization, and the notion of "investing" in social entrepreneurs. Mr. Woodard will share several grants to the youth arts as models to be replicated, and describe how his family foundation has attracted other resources, and formed meaningful and lasting collaborations. We hope you will leave this presentation with renewed inspiration and imagination in your grantmaking activities through:
Casey Woodard is the Woodard family point person for community relations and philanthropy, recently working on several innovative partnership projects, including development of a new library/community center and reopening of a regional hospital. Family Philanthropy Exchange: A Conversation with Ginny Esposito Ginny Esposito, President of the National Center for Family Philanthropy in Washington, D.C. facilitated an open discussion on the world of family philanthropy for the Family Foundation Network on July 3. Ms. Esposito gave an overview of the new book, Splendid Legacy: The Guide to Creating Your Family Foundation, which was written specifically for families and individuals. This guide explains how to establish foundation policies, procedures, and structures that help achieve philanthropic and family goals. Splendid Legacy offers stories and vignettes from the experiences of family foundations to inspire, encourage, and support donors who are just getting started. Family Philanthropy Exchange: Strategic Planning with Courage: How One Family Reinvented Itself This year the Charles and Helen Schwab Foundation board will approve a 2003 budget of $20,000,000. The budget hasn't always been this robust. When Alexa Cortes Culwell began working at Schwab, just over ten years ago, she recalls the full operating and grants budget was $300,000. Quite a bit has changed along the way. Time has given family and staff "learning by doing" experience and opportunity to reflect on what has been most effective. After 11 years, the Schwab family and key staff paused for an intensive two-year assessment and planning process designed to guide their future philanthropic direction. The intent was to build on the experience gained and establish a vision, strategies and processes to create high impact on those issues most important to the family. The result was a comprehensive retooling that merged two foundations into one and restructured every aspect of how the new foundation does its work. This presentation will review:
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