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Essentials in Philanthropy: A Historical Context
Examining the history of institutional giving in the U.S. to forge a stronger sector.
Family Trustees Network Meeting
A virtual gathering space for family foundation trustees to talk candidly with peers to address the unique aspects of family foundations.
Preparing For and Managing a Productive Board Chair Transition
A board chair transition often prompts larger decisions or a revisiting of the organization’s purpose and practices.
The Case for Multiple Giving Vehicles
Understand the motivations for using multiple vehicles and how to create the most useful structure for your philanthropic goals.
Employee Retirement Plans: Understanding Your Fiduciary Responsibilities
Join this session for an overview of a retirement plan fiduciary’s responsibilities and resources to increase your confidence in your role.
Operationalizing a Commitment to Equity in Family Philanthropy
Join us for a conversation with family philanthropies who have embraced equity externally and in their internal governance and operations policies and practices.
Fiduciary Responsibilities and Legal Basics in Family Philanthropy
Learn about basic fiduciary duties, governance policies, legal responsibilities and more in the context of family philanthropy.
Demystifying Trust-Based Practices: Trust In Action
The philanthropic sector continues to evolve, and many giving families are embracing a trust-based approach to their philanthropy.