Search Results
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.
The IRS Form 990 is a complex, comprehensive document — and a useful tool for confirming an organization is meeting its not-for-profit requirements. It can also provide insight into important opportunities and help reveal information related to your organization’s financial health.
Are you struggling to understand your role as a white person in philanthropic spaces centering racial equity? If you are a foundation or philanthropic-client serving staff member, board member or trustee, or a consultant who works with staff and board members of philanthropic entities, join peers in a five-session cohort learning experience to deepen your understanding of how white supremacy manifests in philanthropic organizations and systems.
Are you struggling to understand your role as a white person in philanthropic spaces centering racial equity? If you are a foundation or philanthropic-client serving staff member, board member or trustee, or a consultant who works with staff and board members of philanthropic entities, join peers in a five-session cohort learning experience to deepen your understanding of how white supremacy manifests in philanthropic organizations and systems.
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.
A virtual convening featuring Governor Gavin Newsom in conversation with state water leaders.