Board meetings

Board Chair Peer Network: A Discussion About Racial Justice

Posted on December 15, 2021 by Maggie Lear, Sarah Robinson

Join Maggie Lear and Sarah Robinson to discuss racial justice journeys, practical next steps, and family discussions. Both speakers participated in the NCFP Racial Justice Learning & Action Network. They have had different journeys and will share their experiences as funders and personally. Brainstorm with the group about practical ways to activate in your foundations around racial justice. In this… Read More

Governance Practices for Better Decision Making

Posted on December 7, 2021 by Kerry Ellington, Connie Malloy, Lisl Schoepflin, Miki Akimoto, Laura McCargar

conference, meeting
Governance practices of philanthropic families are evolving to include more diverse voices and perspectives. Two common pathways for donors to become more informed and proximate to the communities they partner with include: the appointment of an expert or community advisory committee to guide social impact strategies and decisions, and appointing independent board members. What are the considerations a family must… 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

Board Chair Peer Network: Navigating and Leading through Family Conflict and Disagreement

Posted on September 24, 2021 by Rebecca Trobe

How do you prepare to lead a tough meeting with your family? Join Dr. Rebecca Trobe for an interactive session of peer connections and learning together. Dr. Trobe works at the intersection of money and meaning, family, and leadership. She will join us to help address and explore how to effectively navigate and utilize your leadership before, during, and after… Read More

Non-family Staff Peer Network: Discussion with Leading Executive Directors

Posted on August 12, 2021 by Rachel Leon, Jamie Allison, Denise Porche, Kim Wright, Lukas Haynes, Steve Toben

Join your peers to engage in small-group dialogue with three accomplished executive directors: Jamie Allison, Walter and Elise Haas Fund; Rachel Leon, Park Foundation; and Lukas Haynes, The David Rockefeller Fund. We will begin with a brief panel to get to know each speaker. Then we will split into three small groups, facilitated by one of this network’s co-chairs, to… Read More

Board Chair Peer Network: Finding Peers in Transition

Posted on August 11, 2021 by Jaimie Mayer, Nicholas A. Tedesco, Gilbert Miller, Katherine Lorenz

Managing transitions is challenging, but support and insight from peers can help as you navigate times of change. Join Nick Tedesco for opening comments about working through transitions together. Then, spend time in small groups with others who are going through similar shifts including changes to mission, changing program and program strategy areas, geographic family dispersion, and influx of assets… Read More

Demystifying Decision Making in Family Philanthropy

Posted on June 10, 2021 by Ann Shulman

This Passages Issue Brief examines the kinds of decisions that family foundations often face and sets out practical, easy-to-apply guidelines for ensuring that the foundation’s decision-making methods vary appropriately, as conditions and circumstances change. It includes factors to consider when selecting a decision-making method, guidance on how to communicate clearly, simple tools to help make good decisions, and short case… Read More

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