Holli Rivera

President and Founder, Intentional Philanthropy

Holli Rivera is the President and Founder of Intentional Philanthropy. Holli previously served as Managing Director at Arabella Advisors, leading a client service team providing strategic planning, foundation management, family engagement and “beyond dollars” grantmaking strategies to individual donors and family foundations. From 2001 to 2008, she served on the senior leadership team of Exponent Philanthropy (then the Association of Small Foundations), facilitating hundreds of foundation workshops, overseeing the completion of ASF’s Trustee Leadership Seminar and launching the association’s first Next Generation Seminar for multi-generational family foundations. She holds a B.A. with honors from the College of William & Mary, completed graduate work in International Economics at the University of Guadalajara, Mexico, and studied Family Systems Theory at the Bowen Center for the Family at Georgetown University.

Contributions

Laying the Foundation Part Two: Governance Structures and Considerations

Posted on November 19, 2024 by Peter M. Hunter, Wesley Weissberg, Ricshawn Adkins Roane, Frank Baiocchi, Holli Rivera

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… Read More

Designing Effective Board Meetings: Purpose, Outcomes, Process, and People

Posted on December 7, 2021 by Jason Belinkie, Bobbi Hapgood, Holli Rivera

boardroom
Board meetings serve as a touchpoint for engaged family members and decision makers to come together in service of a collective giving effort—to make choices about strategy, direct funding, and receive updates on the philanthropy. Board meetings can also provide a space for learning and education. Join us for a discussion on how to intentionally design meetings to engage family… Read More

2018 Trustee Education Institute: The Signature Seminar for Family Foundation Board Members

Posted on March 6, 2018 by Virginia M. Esposito, Andrew Schulz, David Grant, Hanh Le, Holli Rivera, Alice Buhl, Leticia Peguero, Lindsey Griffith, Mary Phillips, Nat Chioke Williams

NCFP’s Trustee Education Institute provides a comprehensive introduction to all of the key legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members. Featuring a faculty made up of NCFP’s senior staff and highly respected philanthropy experts, this three day, intensive seminar typically covers: What does it mean to be a steward of both the public’s trust… Read More

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