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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.
There is a range of vehicles available to engage the whole family in philanthropy—each vehicle is a tool in your philanthropy toolbox that allows you to reach individual or collective goals through different approaches. Giving families are increasingly using a variety of vehicles in concert with one another to advance their social impact strategies. A single philanthropic family could use a donor-advised fund for their youth philanthropy programs, a family foundation for collective grantmaking, and pilot a 501(c)(4) with their next generation family members who are interested in advocacy work. 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 goals.
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.
NCG recently announced a partnership with NCFP. Members can now have free access to NCFP's webinars and resources. You can learn more about it here.
Anti-Black racism and white supremacy are embedded in philanthropy and in our institutions, often invisible to the majority of us, even as we work with intention towards equity and justice. As change agents within philanthropy, we are stretching to become our best selves, rise to the moment, and progress toward racial equity.
Anti-Black racism and white supremacy are embedded in philanthropy and in our institutions, often invisible to the majority of us, even as we work with intention towards equity and justice. As change agents within philanthropy, we are stretching to become our best selves, rise to the moment, and progress toward racial equity.
About
California Black Freedom Fund, the National Center for the Preservation of Democracy (the Democracy Center) at Japanese American National Museum, and Philanthropy California are hosing Shared Pathways to Heal, Repair, and Liberate.
As we work towards our vision of an inclusive, multiracial democracy, there is much to gain from sharing and exploring our parallel and interwoven fights for liberation and civil rights in this country.
Agenda
- 1:00 PM: Registration
- 1:15 PM: Self-guided JANM Gallery Exploration with Museum Facilitators
- 2:30 PM: Program at the Democracy Center
- 5:00 PM Reception
Speakers
- Anne Burroughs, President & CEO, Japanese American National Museum
- Dr. Cheryl Grills, Professor, Psychology | Director, Psychology Applied Research Center, Loyola Marymount University
- Jim Herr, Director, National Center for the Preservation of Democracy at the Japanese American National Museum
- Lisa Holder, President, Equal Justice Society
- Joanna Jackson, Interim President & CEO, Weingart Foundation
- Jennifer Noji, PhD candidate in the Department of Comparative Literature at UCLA
- Kaci Patterson, Founder and Chief Architect, Social Good Solutions
- Marc Philpart, Executive Director, California Black Freedom Fund
- Don Tamaki, Senior Counsel, Minami Tamaki LLP
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Jan Tokumaru, Reparations Committee Member, Nikkei Progressives / Nikkei for Civil Rights and Redress