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A board chair transition is an important moment for a family philanthropy, often prompting larger decisions or a revisiting of the organization’s purpose and practices. All members of the board have a role to play in preparing for and managing these inevitable leadership shifts and need clarity about the strategies that will prepare the organization—family, staff, and other stakeholders—for the potential changes to come. What are the qualities and competencies that a successful board chair should embody, and what does the selection process entail? What are common challenges and opportunities that arise during the change management process? How does next-generation engagement, family legacy, and succession planning play a role? 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.
Are you struggling to understand your role as a white person in philanthropic spaces centering racial equity? If you are a foundation or philanthropic-client serving staff member, board member or trustee, or a consultant who works with staff and board members of philanthropic entities, join peers in a five-session cohort learning experience to deepen your understanding of how white supremacy manifests in philanthropic organizations and systems.
Are you struggling to understand your role as a white person in philanthropic spaces centering racial equity? If you are a foundation or philanthropic-client serving staff member, board member or trustee, or a consultant who works with staff and board members of philanthropic entities, join peers in a five-session cohort learning experience to deepen your understanding of how white supremacy manifests in philanthropic organizations and systems.
I connected with Tanir Ami, CEO of the CARESTAR Foundation, and Michael Heil, Board Chair, during the final week of NCG’s learning series Unconscious Whiteness for Board Members & Trustees, where a cohort of 15 white-identifying board members and trustees came together to learn. We discussed their motivation for participating, the challenges and opportunities CARESTAR has encountered in attempting to center racial equity, and what’s next in manifesting their commitment. The conversation has been edited for brevity.
These past months, we've found ourselves returning to the same question: are our plans still serving their purpose or is there a greater opportunity made possible by the crises in which we find ourselves? We asked NCG's board, staff, and membership to weigh-in on how they're balancing this question. We'll publish their reflections in the months to come in this series on persistence and adaptivity. Glen Galaich of the Stupski Foundation kicks us off with insights, confessions from his consulting years, and a look at what he’s paying special attention to right now
Our team recently returned from a Summer refresh, where we pumped the brakes on the remarkable array of activities we are cooking up and allowed the team to recharge in anticipation of the second half of the year. It’s part of our commitment to centering wellness in racial equity, and while time off alone can’t address all the challenges facing workers in these existential times, it’s a good start.
What are the basic fiduciary duties, governance policies, and legal responsibilities that each family philanthropy board member must understand and abide by? 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. A leading expert on family foundation tax law will make these concepts accessible and enjoyable.