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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.
This program is presented through a partnership between Philanthropy California and the California Office of Emergency Services and is funded by the Listos California Grant Program.
This virtual grant writing training takes an in-depth look at how to describe community needs, a step that is very often required to complete a grant proposal. The good news is that you and your organization already know your community and its needs!
Join Oakland Thrives, The San Francisco Foundation, East Bay Community Foundation, and Northern California Grantmakers for a site visit in the 40x40 neighborhood on November 1st to learn about the visionary work of Rise East. This half-day event includes transportation through the neighborhood, lunch in Liberation Park, and stops at key sites.
This program is presented through a partnership between Philanthropy California and the
California Office of Emergency Services and is funded by the Listos California Grant Program.
You can think of a grant budget as another way to describe a program and its activities.
Everything you have proposed to do in the program is represented somewhere in the budget,
and if an activity is missing from the budget, you need to ask why! Grant budgets also represent
partnerships, collaborations, and community involvement activities.
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.
This program is presented through a partnership between Philanthropy California and the
California Office of Emergency Services and is funded by the Listos California Grant Program.
Don’t be intimidated by program evaluation or logic models! They use specialized language, but
they are descriptions of very practical and down-to-earth realities about your program, such as
clearly describing what your program will do, counting how many people you served, or
listening to people describe how they were impacted by your program activities.
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.