|Time:||9:00 AM - 1:00 PM|
|Location:||Annenberg Community Beach House 415 Pacific Coast Highway|
NCG members can participate in this Southern California Grantmakers event free of charge. Click on the link above to request the RAG Affiliate Member registration code.
Today’s family philanthropists are exploring a range of questions in order to help enhance the depth and impact of their giving: How can your family utilize its unique assets—financial and otherwise—to hone your philanthropic priorities for greatest impact? How can you incorporate giving strategies in a way that complements the distinct vision and values of your family’s philanthropic practice?
Family grantmakers are invited to explore these and other issues with their peers at Southern California Grantmakers’ (SCG) 2012 Conference on Family Philanthropy. The conference is SCG’s focal annual event for philanthropic families. I also encourage you to reach out to your peers, including younger trustees, to join you for this unique opportunity to meet, learn and network with colleagues in the field.
1+1 = More: How Family Members Can Align Their Priorities and Values to Achieve More with Their Foundations
Presented by Linda Davis Taylor, Managing Director, CCM Family Advisors
An interactive morning presentation will be led by Linda Davis Taylor, a family foundation trustee and a philanthropic advisor to families who has both personal and professional experiences in family giving. She will focus on a key challenge that many family foundations face, namely, how to integrate diverse viewpoints within a family into a cohesive strategy, and how differing priorities can be aligned to affect stronger, more engaged giving. Linda will then facilitate a group exercise illustrating the power of unique viewpoints and values in cultivating a family foundation’s vision, culture and giving practices. Participants will also learn how this exercise can be used as a practical tool to enhance trustee meetings.
Investing Well and Doing Good: Expanded Options for Family Foundations
Presented by Dana Lanza, Chief Executive Officer, Confluence Philanthropy and
Sonja Swift, Trustee, Swift Foundation
Dana Lanza and Sonja Swift will explore the alignment of family values with asset management as a cornerstone of effective family philanthropy. Dana Lanza will provide an overview of the evolving world of impact investing—including socially responsible, program and mission-related investing—as well as ways in which family foundations can scale up projects and leverage support. Sonja Swift, a passionate Millennial generation philanthropist, will address the largely untapped potential of family foundations’ assets to
solve seemingly intractable challenges in our communities and globally.
Participants will gain a greater understanding of how their foundations’ financial assets can be utilized in new and expanded ways toward
achieving mission—a particularly relevant topic in this moment of great need and constrained resources.
NCG members can participate in this Southern California Grantmakers event free of charge. Click on the registration link above to request the RAG Affiliate Member registration code from the NCG Registrar. Then use that code when you register on SCG's website.
Eligible nonmembers can participate for a fee of $125. Contact SCG directly for more information.