As the field of family philanthropy continues to evolve, the options available to families for managing and making the most of their giving are expanding at a rapid pace. One option that a growing number of philanthropic families are considering is the creation of a family office - a private entity that manages the investments and trusts for a single family, while also providing a variety of other personal services, among them philanthropic advising or the housing of a family foundation. This Family Philanthropy Webinar will showcase findings from the National Center's new study, Working Together for Common Purpose: Family Philanthropy Through the Family Office, based on results of the first national study to explore the relationship between family offices and family philanthropy. The webinar will highlight common themes for both success and failure in this relationship, as well as areas for future inquiry and exploration.
Presented by: Anne Etheridge, Executive Director, Peter Norton Family Foundation; Jim Frey, President, Frey Foundation of Minnesota; Sara Hamilton, Founder and CEO, Family Office Exchange; Elizabeth “Buffy” Minkin, Director of Baltimore and Domestic Initiatives, Joseph & Harvey Meyerhoff Family Charitable Funds; Craig Muska, Director of Investments, Foundation Services, Threshold Group, LLC; Kathy Whelpley, Vice President, National Center for Family Philanthropy
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Interest in impact investing among wealth holders, their foundations, and family offices continues to grow. As a means for providing capital to for-profit ventures with a social mission, impact investing is increasingly viewed as an effective solution for combining the philanthropic aspirations of wealthy families with their financial objectives.
Our July 12th Webinar will focus on how to successfully manage your wealth for impact and profit in a manner that aligns with your philanthropic goals. When coupled with a thoughtful approach to grantmaking, this emerging strategy can help families to work across generations and invest for a better world.
Learn how to refine your understanding and approach from a seasoned impact investment practitioner, Dr. Julia Balandina-Jaquier, author of the Guide to Impact Investing for Family Offices and High Net Worth Individuals. The Webinar will provide participants with practical guidelines, concrete tools, and an array of personal stories. Julia will share her broad knowledge on this complex but accessible topic, including recommendations from over 40 philanthropic families involved in impact investing who actively collaborated on the Guide. Their successes, learning, mistakes and best practices provide an entryway to impact investing for private investors and philanthropists on the path to greater social and financial impact.
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Virginia Esposito is the President of the National Center for Family Philanthropy, and organization devoted to "promote philanthropic values, vision, and excellence across generations of donors and donor families."
According to the 2012 Bank of America Study of High Net Worth Philanthropy, 43 percent of the households they surveyed said they make more charitable contributions during the holiday season (October to December) than during the rest of the year. What are the connections between the holidays and family giving? How do faith, gratitude, and family charitable traditions enhance and ignite the giving impulse? And what are some strategies family funders have used to encourage increased giving around the holidays? Join this special Family Philanthropy Webinar and hear from several representatives that have found creative and meaningful ways to celebrate the holidays. PRESENTERS: Sandy Cardin, President, Charles and Lynn Schusterman Philanthropic Network; Lynn Schusterman, Founder and Chair, Charles and Lynn Schusterman Philanthropic Network; Virginia Esposito, President, National Center for Family Philanthropy; Lisa Parker, Executive Director, Lawrence Welk Family Foundation
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Given the challenging economic times, it’s only natural for donors to want their scarce resources to be well spent. In reality, the pipeline that brings resources from donor to grantee is often leaky, limiting the potential for results. There is a great opportunity to enhance donor and grantee collaboration, which could increase the impact of each dollar granted. But how to get started? In this discussion, a leader of Bridgespan’s philanthropy practice will discuss this issue with donors – and share ideas and thoughts on how to enhance the important donor-grantee relationship by ensuring grantees have the resources they need to fulfill grant objectives, pursuing true partnership with grantees, and working to get better together.
Presented by: Susan Ditkoff, Partner, The Bridgespan Group; Alisa Robbins Doctoroff, Chair of the Board, UJA-Federation of New York; and Annie Hernandez, Program Officer Organization & Leadership Development, Lumpkin Family Foundation