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How can you elicit and act on feedback from your grantees and other external stakeholders? For all funders, gathering feedback is a helpful practice to understand how your work is impacting your grantees—and how you can more deeply incorporate the perspectives and experience of your partners and communities you serve. There are a number of tools available to facilitate this feedback loop and listening process. Join this webinar to learn how to listen with intention, gather feedback in a way that does not burden your nonprofit partners, share how you acted on feedback, and how to use tools that will provide insights into how you can improve your work.

While grantmaking is often the main tool funders think about in terms of impact, there are many other innovative ways to use your time, relationships, and resources to support your nonprofit partners and the communities you serve. Funders can leverage their established platform to spread the word about needed support and convene important partners, or can provide additional capacity to organizations beyond the check. Some look internally, and implement impact investing with the other 95% of their assets. And others support advocacy initiatives outside of their established grantmaking to shift the laws and policies that affect their work. This webinar will highlight different methods for providing support beyond grantmaking, and how to think through what can work for your philanthropy.

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.

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.