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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.
No matter where you start, success in life starts at home for all ages and all people. When we have safe, secure places to live – whether you rent or own – parents earn more, kids learn better, health and well-being improve, and our communities are strengthened. To build this future, we need to bring the Bay Area’s capacity for innovation and problem-solving to the challenge of preserving our pre-existing affordable housing. The constant loss of affordable units to the speculative market is accelerating the
displacement of working class and poor families - shedding our region of its diversity, vibrancy, and equity of opportunity.
Are you new to trust-based philanthropy? Are you curious about what it is, what it looks like, and how to implement it? Would you like to engage with fellow colleagues in the same position in a small-group setting? Join The Trust-Based Philanthropy Project for TBP 101.
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.
For funders seeking to incorporate an equity lens throughout their work (and not just their grantmaking), there are many opportunities to shift internal operations towards more equitable and values-aligned practices. Yet while many families recognize the desire to make these shifts, they need further guidance around the specific decisions and considerations that will advance their philanthropy towards a more equitable future. In this webinar, learn strategies for how to operationalize an equity lens throughout your entire organization.
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.