Staff members who work with family foundations and donor-advised funds are often called to play many roles including grants advisor, family mediator, management consultant, sibling go-between, psychologist, and jack of all trades. Presenters Gary Tobin and Joanne Florino discuss how to define roles, determine what’s appropriate, and make the staff-family relationship productive and successful.
Featured Speakers

Joanne Florino
Joanne Florino is vice president of philanthropic services for The Philanthropy Roundtable, and former senior vice…
View Profile
Gary A. Tobin
Dr. Gary A. Tobin was founder and president of the San Francisco-based Institute for Jewish & Community…
View Profile