Staffing and board-staff relationships

Evolving Your Family Philanthropy: Staffing Structures

Posted on November 19, 2024

Which staffing models will work best for your family philanthropy? How can the right structure enhance the effectiveness and efficiency of your organization?  We will examine different approaches, including hiring dedicated philanthropic professionals and family members, and utilizing external advisors and consultants. You will learn how to align staffing strategies with your philanthropic goals, create a collaborative work environment, and… Read More

Non-Family Staff Peer Network: Reflecting Back and Looking Forward

Posted on December 20, 2023

Join your colleagues to discuss your 2024 aspirations as non-family staff leaders. There will be opportunities to share your philanthropy’s successes in 2023 and the goals and priorities you have for the new year. In addition to a large group discussion, this meeting will include small group breakouts where you can share resources, tools, and approaches to support your work… Read More

Non-family Staff Peer Network: Generational Transition at the Table

Posted on January 12, 2023 by Ellie Frey Zagel

Three generations at a family philanthropy
Around each board table, there is a need to plan for the next generation and to nurture their leadership and engagement. What conditions make for successful next gen engagement and transitions? How do you empower adult family members to be involved, while also recognizing they are at a particularly busy stage of life? Learn from Ellie Frey Zagel, a next… Read More

Non-family Staff Peer Network: Managing Up for Trust, Relationships, and Impact, Part 2

Posted on January 12, 2023 by Chris Steed, Christy Uchida

Non-family staff at a board meeting
How do you manage tension and differences with your board, while building trust and maintaining important relationships? How do you reconcile doing the work and staying true to yourself? This session will offer a space for lightly facilitated small group conversations with your peers on how to work closely with your board while navigating the complex dynamics that sometime arise… Read More

Conflict of Interest Policy (George Family Foundation)

Posted on July 22, 2022 by George Family Foundation

The George Family Foundation (GFF) is committed to avoiding transactions or arrangements that give rise to a conflict of interest, potential conflict of interest, or the appearance of a conflict of interest. POTENTIAL Personal-Gain CONFLICTS No less than once a year, GFF Directors and staff will review a list of all GFF grantees, vendors, and other business partners — disclosing… Read More

Non-Family Staff Peer Network: The Impact of the Great Reshuffle on Work Culture

Posted on March 18, 2022 by Denise Porche, Kim Wright

In this time of shift and transition, how is the great reshuffle and resignation impacting your work culture? Network co-chairs Denise Porche and Kim Wright and your non-family senior staff colleagues will connect in small groups around two self-selected topics including: professional development to grow and retain staff, succession planning, transitions, and culture. If there is a specific topic that you’d like… Read More

Staffing for Success

Posted on December 8, 2021 by Frank Baiocchi, Terrill North, Kim Van Horn, Alison Fass, Katherine Jacobs

Professional staff is frequently an essential element of an effective family philanthropy effort; however, it can be a difficult construct to navigate. What are the skills and expertise required for staff members to be successful in family philanthropy? How can philanthropic families prepare to hire the right talent? What does the hiring process entail and what are some common missteps… Read More

Family Foundation CEO Retreat

Posted on February 12, 2021 by Betsy Erickson, Janine Mason, Michael Smith, Tina Runyan, Mayor Eric Garcetti, Bari Katz, Rob Reich, Shaady Salehi, Carmen Rojas, Diana Scearce

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, particularly in these divisive and dynamic times. This 3-day virtual retreat, designed for both new… Read More

Scaling for Success

Posted on December 8, 2020 by Carolyn Wall Sakata, Kate Seng, Alexa Cortes Culwell

four plants at different stages of growth - scaling up, professionalizing
The success of family philanthropy is largely dependent on the operations and management of the people and processes that underpin the goals and activities of the effort. Giving families often reach an inflection point where they must consider bringing in outside professionals to manage their philanthropy for greater impact; however, it is often challenging to understand the practices that promote… Read More

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