May 15, 2008:
Shaping a Legacy Plan and Working with Your Advisors to Achieve It
with Tracy Gary, Philanthropic and Legacy Advisor, Inspired Legacies, and Author, Inspired Philanthropy: Your Step by Step Guide to Creating a Giving Plan and Leaving a Legacy

June 12, 2008:
Family Foundations and Advocacy: Making Your Grant Dollars Go Further!
with Abby Levine, Foundation Advocacy Counsel, Alliance for Justice

Registration is required.

HOW TO PARTICIPATE:

As of April 13, 2007, registration to the teleconference series is limited to Friends of the Family and Family Philanthropy Online (FP Online) subscribers. Registration to the teleconference series is no longer available on a pay-as-you-go basis.

Current FP Online Subscribers and individuals affiliated with one of our current Family Philanthropy Online Partners should contact the Partner Subscriber directly to qualify for free registration.

Friends of the Family should register for the
teleconference through FP Online or may contact the National Center at 202.293.3424.

Registrations will be accepted until 10:30 AM Eastern the day of the Teleconference. In order to participate in the teleconference, individuals must register before this time.

BECOME A FRIEND OF THE FAMILY:

For information on becoming a Friend of the Family, please contact Maureen Esposito or visit our Friends of the Family web page for more information.

SUBSCRIBE TO FP ONLINE:

For information on how to subscribe to FP Online, please contact Allison Feasel or visit our FP Online webpage for more information. Subscribers include community foundations, regional associations of grantmakers, financial and legal advisor firms, philanthropic consultant firms and other organizations working to support the growth of effective family philanthropy.

Teleconferences begin at 12:00 PM EASTERN and last for an hour with an optional half hour Question and Answer period.

Questions for our speakers are strongly encouraged.  Please submit them in advance to Teleconferencesncfp.org.

Handouts for the presentation and Call-in instructions are e-mailed to you 2 days prior to the event.

TELECONFERENCES BEGIN AT 12:00 PM EASTERN

Families who think thoughtfully about what they want to achieve with their wealth—either through their foundation, their personal giving or both—and who communicate that clearly to their advisors, will have more success in seeing their legacy fulfilled. Unless you develop a plan and share your vision,  your financial advisors may advise you to follow a conservative giving plan that doesn’t take into account your capacity to give or desire to go beyond just preserving wealth. Based on her book “Inspired Philanthropy, Creating a Giving Plan and Leaving a Legacy,” Tracy Gary will discuss how to develop your giving plan and partner with your advisors to unleash greater generosity.  
 

Contrary to popular belief, family foundations may fund grantees to advocate—and can even advocate themselves. This session will provide an overview on the various activities that constitute advocacy and focus on why foundation support for advocacy is so important. It will then describe the legal rules governing such activity, explaining the types of activities family foundations may legally fund and those they may do themselves. Examples of why and how family foundations have supported advocacy, and the impact such grants had on grantees, will be provided.