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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.
Reaching consensus is difficult, particularly during a decision-making moment that will have a real impact on your philanthropy. How do you have productive conversations during meetings and other decision points when there are relationship dynamics, conflict, or simply differences of opinion? How do you allow for individual viewpoints across generations, but ensure there is a framework in place to push the collective goals of the philanthropy forward? Are there tips to facilitate productive meetings, especially when there are complex family dynamics at play? Learn strategies to manage dynamics, build in moments for family connection, and facilitate group decision-making.
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.
We will explore the ABFE approach to grantmaking with a racial equity lens. ABFE's framework, analysis, and tools provide opportunities for grantmakers to support Black communities, and, more broadly, our greater society. ABFE has created a set of tools that reduce gaps in racial disparities facing Blacks in the United States. By centering systemic anti-Black racism within an intersectional framework through which we understand the social, economic, historical, and cultural dimensions of human life, we can conduct grantmaking practices that address inequities across communities.
The Tax Equity Funders Network, Northern California Grantmakers, the Asset Funders Network of the Bay Area, and the League of California Community Foundations are hosting a three-part virtual learning and discussion series for California funders on improving economic security, wealth-building opportunities, and equity for low-income Californians through the tax code. This series, sponsored by Blue Shield of California Foundation, is informed by our recent scan of the CA tax credit ecosystem, and responds to California charitable foundations’ interest in learning about and addressing the challenges faced by low-income Californians at tax time and the potential to use tax systems to improve equity.
In times of uncertainty, it’s more important than ever for funders to be aware of their grantees’ financial health. The IRS Form 990 is a useful tool to help ensure your organization is meeting not-for-profit requirements and can provide insight into potential upcoming opportunities and challenges.