Internal Evaluation and Learning

A family philanthropy has a much better chance of success if there is an intentional culture that values continuous improvement, feedback and professional development, and an integrated approach of learning and assessment across governance, philanthropic strategy, succession, and more. The assessment process asks organizations to evaluate their philanthropic purpose, governance, team, accountability, finances, and family—to answer how you can continually keep people engaged and excited about this work, and improve on what already exists. This webinar will explore how board and staff can create a learning culture within the philanthropy, different tools to assess the organization internally, and strategies to build assessment and feedback into all facets of the work.

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