In light of your philanthropic goals and values, what governance structures and legal implications should you consider? How can effective governance support and sustain effective, compliant, and mission-driven family philanthropies?
This session will go beyond regulatory requirements and equip you with the best practices in stewardship to ensure your principles, policies, and practices are aligned with your philanthropic goals. We will cover core governance topics including:
- The “4 Ps” of governance: people, practices, processes, and principles
- decision-making processes
- effective stewardship principles
- change and evolution in your family philanthropy
Resources: Governance Primer, Splendid Legacy 2: Good Governance
About this Series
The monthly Fundamentals of Family Philanthropy webinar series provides guidance on the core principles of effective family philanthropy—from motivations and values to governance, grantmaking, and succession. The series equips giving families with the latest information on evergreen topics in the donor lifecycle through practical takeaways and diverse family stories that illustrate important practices. Designed for seasoned practitioners and newcomers alike, the series is available to our Network Members and Network Partners.
More Fundamentals
For a refresher on this topic, watch previous Fundamentals webinars.
Featured Speakers
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Frank Baiocchi
Frank Baiocchi (he/him) is the executive director of the Hunter Family Foundation. He previously served as…
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Peter M. Hunter
Peter M. Hunter is a seasoned financial professional with extensive experience in portfolio advisory and wealth…
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Holli Rivera
Holli Rivera is the President and Founder of Intentional Philanthropy. Holli previously served as Managing Director…
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Ricshawn Adkins Roane
Ricshawn works at the intersection of philanthropy, advocacy, and policy for economic, racial, and gender justice.…
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Wesley Weissberg
Wesley is a founding Board member of the Foundation. Though she still thinks Brooklyn is home,…
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