Katherine Lorenz

President, The Cynthia and George Mitchell Foundation; NCFP Fellow (2015-2018)

Katherine Lorenz is president of the Cynthia and George Mitchell Foundation.

She is the leader of the Next Gen of the Giving Pledge, and Inside Philanthropy named Katherine one of the most powerful heirs in philanthropy in 2021.

Previously, she served as senior advisor for the National Center for Family Philanthropy and deputy director for the Institute for Philanthropy. Before that, Lorenz lived in Oaxaca, Mexico for six years where she co-founded Puente a la Salud Comunitaria, a non-profit organization working to advance food sovereignty in rural Oaxaca. She continues to be involved with Puente’s work as an active board member. Before founding Puente, she spent two summers living in rural villages in Latin America with the volunteer program Amigos de las Américas and later served on their Program Committee and as a trustee of the Foundation for Amigos de las Americas.

Additionally, she currently serves on the boards of directors of the Environmental Defense Fund (vice-chair), Aspen Community Foundation, the Tinker Foundation, and the Endowment for Regional Sustainability Science, and formerly was a Fellow and later Board Chair at the National Center for Family Philanthropy, Board Chair of The Philanthropy Workshop, a board member of Exponent Philanthropy, Resource Generation, the Amaranth Institute, and a member of the National Academies’ Roundtable of Science and Technology for Sustainability. Lorenz serves on the advisory council of Boldly Go Philanthropy, the Leadership Council of the Greater Houston Community Foundation, the National Advisory Committee of USC’s Irene Hirano Inouye Philanthropic Leadership Fund, and as a senior advisor for Philanthropy for Marsh Creek Social Works.

Katherine holds a B.A. in economics and Spanish from Davidson College.

Contributions

Defining and Translating Motivations and Values

Posted on December 7, 2020 by Jaimie Mayer, Nicholas A. Tedesco, Katherine Lorenz

stack of blocks with arrows pointing upward - direction, mission, plan
Clearly defined motivations and values are the underpinning of an effective family philanthropy strategy—they articulate a purpose, provide direction, and serve as a measure of accountability. They are also a dynamic and ever-evolving tool to guide donors and their family through the lifecycle of their philanthropic effort. Yet many families engage in social impact strategies without intentionally identifying aims and… Read More

Relationship Between the Board Chair and CEO

Posted on January 9, 2019 by Vernetta Walker, Lynne J. Doblin, Katherine Lorenz, Elaine Gast Fawcett

How do board chairs and CEOs develop and maintain their partnerships? How do family foundation board chairs and CEOs build a relationship of trust and bridge the divide between physical distance, differences between staff and family member roles, and continue the work of the foundation during times of transition? Join to learn how CEOs and board chairs develop positive, productive… Read More

Trends in Family Philanthropy: A Conversation with NCFP Fellows Katherine Lorenz and Doug Bitonti Stewart

Posted on December 8, 2016 by Virginia M. Esposito, Katherine Lorenz, Doug Bitonti Stewart

This webinar features two of the field’s emerging leaders, former NCFP Fellows Katherine Lorenz & Doug Bitonti-Stewart. Doug and Katherine will reflect on a variety of issues they have explored with NCFP and will discuss important trends in the field at large. Moderated by NCFP President Ginny Esposito, their conversation highlights issues and topics of interest to all family funders,… Read More

2016 NCFP CEO Retreat: a Joint Retreat for Family and Non-Family CEOs

Posted on September 20, 2016 by Virginia M. Esposito, Katherine Lorenz, Doug Bitonti Stewart

The role of a family foundation CEO is unique, often bridging generations of family members, community leaders, staff, advisors, and partners. Expectations can be challenging to meet and boundaries are sometimes vague and ever-changing. Success in this role requires a cadre of specialized leadership skills. This 3-day retreat, to be held at the family home of David and Lucile Packard,… Read More
Voices from the Field

Why We Must Stand Up for Overhead

Posted on March 3, 2016 by Katherine Lorenz

It is critical that donors invest in the long-term health and sustainability of the institutions we are asking to tackle the world’s most entrenched social problems. Starving organizations of strong strategic plans or essential technology—often viewed as overhead and therefore superfluous—actually prevents their ability to use the limited resources they do have most effectively… Read More

Planning for an Influx of Assets

Posted on September 10, 2015 by Tara Brown, Katherine Lorenz, Elaine Gast Fawcett

An influx of assets—whether sudden or expected—is a powerful transition point in your family’s philanthropy. With rising resources comes the budding potential to do more of what you’re already doing: making a difference according to your foundation’s mission. For family foundations—particularly those for whom the influx comes as a complete surprise—a change in asset size can feel downright disorienting. … Read More

The 2014 Trustee Education Institute: An intensive seminar for family foundation trustees

Posted on September 24, 2014 by Glen Galaich, Virginia M. Esposito, Susan Crites Price, Ami Aronson, Andrew Schulz, Kelly Sweeney McShane, Kristin Pauly, Leonor Alfonso, Maegan Scott, Mary Phillips

DOWNLOAD COMPLETE 2014 AGENDA HERE – SEE SPEAKER LIST AND BIOS BELOW 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 will cover: What does… Read More