Do you find yourself negotiating the middle ground between your foundation's founder and their grandchildren? Has your foundation experienced a transition in generational levels? Has the 2nd generation stepped up to become 'the most senior generation'? Do you find yourself still treated like the 'next gen' even though you have Gen-Y children of your own? Do you wonder if your kids will have the time/interest/know how to run the foundation when you are no longer taking the lead? Meet and connect with your peers ages 35 to 65 who are asking these questions too. Come and share your experiences, questions, concerns, and insights over coffee! This session is sponsored by the Marcled Foundation.

Session Designer: Claire Solot, Executive Director, The Marcled Foundation

Arthur C. Brooks, noted lecturer, author and president of the American Enterprise Institute begins our Family Conference offering his perspectives on the future of family philanthropy – and the challenges we face. Brooks will be joined by a conversation with Robert Friedman, founder and board Chair for the Center for Enterprise Development, and Joanne V. Florino, Executive Director Triad Foundation, Inc.

Moderator:Judy Belk, senior vice president, Rockefeller Philanthropy Advisors

There’s nothing basic about this training. This workshop provides training on fiduciary responsibility, legal, and governance issues for foundation trustees, CEO’s and other leaders. Our drill instructors will put you through the paces of everything you need to know about running your foundation, whether you are starting a new foundation or just new to an existing foundation. You will gain practical advice on foundation management and the law from experts who know the field. Join Cole Wilbur, trustee and former CEO of the David and Lucile Packard Foundation, and Andrew Schultz, deputy general counsel/director, public policy of the Council on Foundations, as they discuss issues that are important to organizational excellence. This informative, small-group workshop provides a collegial environment for you to get answers to your questions.

Presenters: Cole Wilbur, trustee and former CEO of the David and Lucile Packard Foundation; Andrew Schulz, public policy director

Session Designer: Pamela Colman, education director, Council on Foundations

Come to this workshop designed especially for all family philanthropists. Participants will obtain valuable insights towards effective leadership practices and solutions. Now, more than ever before, philanthropy requires leadership skills. Leaders are only as effective as their capacity to engage during challenging and stressful situations and must constantly raise the bar. Whether in the boardroom or with staff or grantees, family foundation CEOs and fund advisors are constantly facing delicate, high stakes situations. Unfortunately, it is often in these moments when we most need our strengths and that our reactive and counterproductive behaviors are easily triggered. Bringing over 25 years of leadership training experience to bear, Carole Lệvy and Marc-Andrệ Oliver will highlight innovative strategies to help leaders identify potential self limiting tendencies in stressful situations, and discuss new ways to demystify these experiences. This interactive, introspective, and experiential workshop will focus on discovering the ultimate strategy to leadership. Combining written reflection and introspection, small and large group dialogue, you will:

• Learn tools to be more effective when interacting with others and creating win-win outcomes
• Help you identify your own self-limiting tendencies in stressful situations
• Develop alternative choices and practices using real-life situations, enabling you to more effectively bring you best self forward as a leader

Speakers: Carole Lệvy, founding partner and executive coach, and Marc-Andrệ Oliver, co-founder and training facilitator, Learning as Leadership

Session Designer: Pamela Colman, education director, Council on Foundations

Audience: Staff

Don't miss an opportunity to meet with your peers in Generations X and Y who are involved in family philanthropy or preparing for future involvement. Whether you are new to the Next Generation Retreat or have attended in the past, join us for either an introduction to family philanthropy or an opportunity to take your personal and philanthropic work to the next level. Both groups will begin the afternoon together, then work in parallel through interactive exercises intended to foster relationships with others who are exploring complex questions of responsibility, opportunity, and family legacy. Consider attending with other family members—siblings, cousins, partners—for candid conversations in a safe space.

How First Timers Will Benefit:

• Meet peers who are engaging in their family’s philanthropy.
• Explore your role in your family’s philanthropic legacy.
• Identify personal philanthropic values.
• Align your values with your giving and investing.
• Learn about the responsibilities of being a trustee.

• Build relationships with peers.
• Articulate the funder you aspire to be.
• Develop an action plan for getting there.
• Enhance your leadership skills.
• Discuss how to move next generation philanthropy issues forward.

• Members of Generations X and Y.
• Family members who are currently involved or will be involved in their family’s philanthropy.
• Family members engaged in family foundations, donor advised funds, and giving circles.
• Family members who are professional staff of their family’s foundation.

If you’d like to attend but aren’t sure if this retreat is for you, don’t hesitate to call Andrew Ho at 703-879-0743. If you have additional questions about the Retreat, COF can refer you to one of the retreat facilitators.

Facilitators: Michael Gast, family philanthropy coordinator, Resource Generation; Sharna Goldseker, director, 21/64, a nonprofit consulting division of the Andrea and Charles Bronfman Philanthropies

Session Designers: The Next Generation Retreat was developed by 21/64 and Resource Generation for the Council on Foundations.

Audience: Trustees

Most all grantmakers are challenged by measuring the impact and effectiveness of their work, especially because no one size fits all. GEO and COF have teamed up to release a new publication that synthesizes the most promising approaches to evaluation and learning, and provides a wide range of case studies to illustrate each approach. This highly interactive workshop, facilitated by GEO’s director of programs, Courtney Bourns, will use the GEO/COF publication as a framework for dialogue and exchange among session participants. Case study examples will also be presented by staff and trustees of family philanthropies.

Participants will leave with an awareness of the four elements of a solid evaluation framework: (1) setting goals, (2) having a clear strategy, (3) setting up measureable indicators, and (4) applying the learning and five approaches to evaluation as a pathway to learning and improvement. There will be ample opportunity for participants to hear from one another and share their questions about impact measurement.

Presenters: Courtney Bourns, Director of Programs, Grantmakers for Effective Organizations

Session Designers: Douglas B. Stewart, executive director, Max M. and Marjorie S. Fisher Foundation; Mary L. Galeti, vice chair, Tecovas Foundation

Community foundations throughout the country are helping individuals and families redefine family philanthropy. A family foundation is one vehicle for family philanthropy. Using donor advised funds and supporting organizations, families are engaging in philanthropy in meaningful ways , resulting in joy, passion and impact. Learn how fund advisors have utilized their local community foundations to engage their families and maximize their impact. Join us for a conversation with philanthropists who have found creative ways to collaborate with community foundations—in conjunction with their private foundations or as an alternative philanthropic vehicle. Learn how they have accessed the myriad resources of community foundations—research, family meetings, consulting services and more—to strengthen their communities, and create lasting change.

Presenters: Jim Farley, president and CEO, Leichtag Family Foundation; Jan Tuttleman, president and executive director, Tuttleman Family Foundation; Atiba Mbiwan, associate director, The Zeist Foundation; Peter F. Lamb, senior philanthropic advisor, New Hampshire Charitable Foundation

Session Designers: Audrey Jacobs, director, Center for Family Philanthropy, Community Foundation for Greater Atlanta; Adrienne D. Vargas, vice president, Charitable Giving, The San Diego Foundation; Charlene Seidle, vice president of philanthropy, Jewish Community Foundation

Audience: Trustees and Donor Advisors

Figures like Eunice Kennedy Shriver turned a family tragedy into a philanthropic legacy that some have said did more good than any of her brothers. This raises questions around what are the personal costs of dealing with grief through family philanthropy? What are the opportunities to resolve past wounds, promote healing, and prevent future conflicts? What happens when the founder and inspiration for the philanthropy passes away? Participants will engage these questions and others in this very personal exchange around what brings many of us to philanthropy and what makes much of the work bittersweet.

Presenter: Sara Corse, author and clinical psychologist, Council For Relationships

Session Designer: Mary L. Galeti, vice chair, Tecovas Foundation

Audience: Trustees, Staff, and Donor Advisors

Whether in the foundation boardroom, the staff break room, or the family living room, we all are challenged to build consensus, embrace community, and convey trust through our interactions with others. Yet, individual and group dynamics can be difficult waters to navigate for even the best of us. This session will include role-play to illustrate some of those challenges and give everyone an opportunity to learn and practice new skills in dealing with difficult conversations both one-on-one and in managing a meeting, opening lines of communication, and improving understanding.

Moderator: Doug Stone, The Triad Consulting Group

Session Designer: Robert N. Mayer, Associate, The Nathan Cummings Foundation

What Would Google Do In Philanthropy? In his book, What Would Google Do?, Jeff Jarvis imagines how Google’s strategies for success can be applied to various industries. What lessons can we, in philanthropy, learn from Google? Join us in a book club style discussion to examine how transparency, networking, collaboration, and open-source thinking can be translated to philanthropy. We will formulate questions to shape the discussion of Jeff Jarvis' closing plenary presentation.

Taking an intentional look at how our children can thrive as compassionate, engaged citizens provides us with a view to the horizon. But this workshop delves far deeper as we hear from parents, grandparents and young people about what has most inspired them to be givers. Going deeper yet we will learn how to accomplish this in our busy lives with parenting experts on hand to trouble shoot.

Presenters: Kevin and Hannah Salwen, co-authors, “The Power of Half” and fund advisors, Hannah’s Lunchbox Fund of The Community Foundation of Greater Atlanta; Jenny Yancey and Weezie Yancey-Siegel, co-founders, YouthGive

Session Designer: Lisa Parker, president and Executive Director, The Lawrence Welk Family Foundation

Audience: Trustees and Donor Advisors

Catalytic philanthropists take responsibility for achieving results, are able to engage others in compelling campaigns, use all available tools to solve problems, and create actionable knowledge that can inform work in a field, according to the recent “Stanford Social Innovation Review” article by Mark Kramer. As today’s social and economic realities call for prominent philanthropists to become highly effective donors, “Catalytic Philanthropy” offers new approaches to grantmakers who want to help catalyze social change. (Kramer’s article can be found at http://www.ssireview.org/images/ads/2009FA_feature_Kramer.pdf).

Come hear from leaders demonstrating the sea change currently underway in the philanthropic sector. Kathleen Patillo, a trustee of the Rockdale Foundation, which was featured in Kramer’s “Catalytic Philanthropy,” will discuss how a small foundation leveraged significant social change, expanding microfinance 75-fold in a region. Phillip Holmes, Los Angeles director of Blue State Digital (http://www.bluestatedigital.com), crafts communication strategies and utilizes social media to connect citizens to candidates, causes, and issues. Jason Rzepka, vice president of public affairs for MTV, the number one global youth brand, will illustrate how MTV has engaged and activated more than 200 million youth around the biggest social challenges facing their generation (http://www.mtvu.com/category/activism). Sharna Goldseker, vice president and director of the 21/64 nonprofit consulting division of the Andrea and Charles Bronfman Philanthropies will moderate.

Moderator: Sharna Goldseker, Vice President, Andrea and Charles Bronfman Philanthropies, Inc.

Presenters: Phillip Holmes, LA Director, Blue State Digital; Jason Rzepka, vice president of public affairs, MTV; Katy Patillo, co-founder, Rockdale Foundation

Session Designers: Mary L. Galeti, vice chair, Tecovas Foundation; Audrey Jacobs, director, Center for Family Philanthropy, Community Foundation for Greater Atlanta

Witness first-hand the power of sustainable change driven by local residents and fueled by philanthropy. Come for an all-day immersion experience of deep, applied learning with an integrated track of workshops, trainings, and exchanges with resident leaders and foundation colleagues from The Annie E. Casey Foundation, The Russell Family Foundation, Flintridge Operating Foundation, Rasmuson Foundation, and Jacobs Center for Neighborhood Innovation discussing effective ways to engage in sustainable, resident-led change. Lunch will be provided.

For more information, visit: http://www.jacobscenter.org/whatwedo.html

COF Liaison:Sonia Segarra Law, Meetings Manager, Council on Foundations

Learn about the center’s role in fostering experiential learning and voluntary service to further cross-cultural understanding, collaboration, and expanded philanthropy in the San Diego-Baja, California, border region as well as around the world. Tour the center’s one-half acre organic garden which is currently being used to harvest produce for the Rebecca and John Moores UCSD Cancer Center’s Healing Foods Program. With additional funding, the garden will be expanded by an additional acre and programs are being developed to promote healthy eating and nutrition. The emphasis will be on diabetes and obesity prevention among under-served communities in San Diego’s South Bay. http://www.icfdn.org/initiatives/crossborder/

COF Liaison:Sonia Segarra Law, Meetings Manager, Council on Foundations

A successful grantmaking approach is the key to effective giving. But how do you select programs and organizations from among the overwhelming number of requests, issues, and needs? How do you develop a grantmaking strategy that supports your philanthropic goals? Join us to learn the key steps in the grantmaking process: how to develop your grantmaking strategy and guidelines, manage your application and review processes, assess proposals, and evaluate results.

Speaker: Dori Kreiger, managing director, Family Philanthropy Services

Presenter: Sushma Raman, president, Southern California Grantmakers

We ourselves feel that what we are doing is just a drop in an ocean. But the ocean would be less because of that missing drop.
—Mother Teresa

Within each family there are similarities and differences in personalities and perspectives, providing us with the opportunity to grow by learning from the varying views of our loved ones. But no matter how divergent we may be inside our own family, we cannot completely reflect the wider communities in which we do our work. Considering a rich range of viewpoints can deeply augment the impact and effectiveness of a family’s philanthropy—and is a widely acknowledged best practice in philanthropy. In this highly interactive and engaging workshop, we will have facilitated dialogue about why diversity matters and how to be more inclusive. We will learn ways to see and appreciate every drop in the ocean.

Moderator: Renee Branch, Director, Diversity and Inclusiveness, Council on Foundations

Session Designer: Nancy Jamison, Executive Director, San Diego Grantmakers

Audience: Trustees, Staff, and Donor Advisors

Many family philanthropies have multiple generations around their tables. Skilled communication can help participants navigate generational differences within their families and foundations. In this session we will offer multigenerational resource tools—such as active listening, staying calm and centered in emotionally charged situations, and picturing your legacy, a set of image cards to help steer your vision for your philanthropy—for participants to practice and share with others back home. Whether you have already involved your next generation family members or are just starting to have discussions about legacy, this session can help strengthen your communication skills and clarify the legacy you want to leave behind.

Session Designer: Sharna Goldseker, vice president, Andrea and Charles Bronfman Philanthropies, Inc.; Mary Galeti, vice chair, The Tecovas Foundation

Presenters:Alison Sole, deputy director 21/64, Andrea and Charles Bronfman Philanthropies; Julie Morton, partner, Conscious Legacy Consulting

This session will explore how the changing definition of family—adoption, divorce, LGBT, blended families—impacts how people give together. Individual donors, family foundations, donor advised funds, and giving circles are rethinking who is family and what it means to be a philanthropist. Hear stories of innovative philanthropists and how their definition of family is shaping their grantmaking; then participate in a process to rewrite your own definition of family philanthropy, based on lessons learned at this conference.

Presenter: Ron Rowell, chair Native Americans in Philanthropy and C.J. & Mattie Lowry Fund of The San Francisco Foundation; Sara Whitman, author, Suburban Lesbian Housewife Blog and former board member, Schott Foundation for Public Education; Tim Mc Tim McIntosh Jr., Renaissance Barbershop and Next Generation of African American Philanthropists Giving Circle

Facilitators: Bill Lyons, consultant, Affinity Capital Consulting, and Monica Raye Simpson, Resource Generation Board Member and Artist

Session Designer: Darryl Kevin Lester, HindSight Consulting, Inc. and The Community Investment Network

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More than just a Washington Update, this session will teach you everything you need to know to get involved in public policy efforts to support your mission. First, learn what’s happening in Washington, DC on important legislative and regulatory issues that could affect your foundation and what’s being done about them. Next, is public policy work only for large foundations? The session will cover recent findings from a study of small foundations working in the public policy arena and what you can learn from them. Finally, because all politics is local, the session will conclude with examples of foundation engagement at the state and local level and how relationships with local policy makers can be a game changer for your foundation.

Presenter: Andrew Schulz, public policy director and deputy general counsel, Council on Foundations; Rebecca Stone, Sillerman Center for the Advancement of Philanthropy, Brandeis University; Barbara Mandel Pache, Funder Collaborative Consultant for SDGrantmakers

Succession challenges are uniquely personal for family philanthropy and can often be as complicated as our families. Join our World Café style discussion of some of the most pressing questions around succession planning: When do we start? How do we prepare our successors? What does the next generation want to learn from its predecessors? What are some innovative ways to include family in our work? These are some of the questions we will be tackling together. Seasoned family members from different generations who have dealt with these issues will lead small group conversations as we learn from all who attend.

Facilitators: Jane McCarthy, secretary, and Rachel McCarthy Bender, president, McCarthy Family Foundation; Rob Mayer, associate and Jaimie Phinney, associate, The Nathan Cummings Foundation; Shirley Fredericks, vice president, The Lawrence Welk Family Foundation; Lisa Parker, president and executive Director, The Lawrence Welk Family Foundation

Session Designer: Valerie Jacobs, board member, Jacobs Family Foundation; Adrienne D. Vargas, vice president, Charitable Giving, The San Diego Foundation

Moderator: Susan Price, vice president, National Center for Family Philanthropy

Audience: Trustees, Staff, and Donor Advisors

Emerging leaders—next generation family members, trustees, and foundation professionals—can explore topical questions with seasoned leaders in philanthropy. Listen to a leader’s career journey in philanthropy, and gain a perspective on the sector, spoken from the wisdom of experience. This session is open to foundation staff and trustees under the age of 40.

Tickets are required and available at no cost on a first-come, first-served basis at the registration desk beginning Sunday, January 31, at 7 a.m.

Presenter: Sarah Pillsbury, filmmaker and family member and co-founder of Liberty Hill Foundation

Session Designer: Bill Lyons, consultant, Affinity Capital Consulting

COF Liaison: Andrew Ho, Member Services Manager, Family Philanthropy Services, Council on Foundations

Headlines shout about the "education crisis" across the nation. The White House and the Department of Education have initiated urgent convenings to join forces with education and business leaders to find viable solutions. Yet, the crisis continues to pose problems in communities of all sizes. Double digit unemployment has exacerbated the need for urgent education reform-as this impacts America's future. Detroit has been faced with underperforming schools and the loss of countless manufacturing jobs for some time. Philanthropic leaders in Detroit have joined forces with other community leaders to find new ways to tackle these myriad challenges head-on. Come share your experiences and hear how they are finding promise amid this perfect storm of challenges in their community.

Moderator: Carol A. Goss, president and CEO, The Skillman Foundation

Moderator: Robert Bobb; emergency financial manager, Detroit Public Schools; C. David Campbell, president, McGregor Fund; Douglas B. Stewart, executive director, The Max M. and Marjorie S. Fisher Foundation

It’s not always easy to provide philanthropic support in your own community. Commitments may fall short of expectations or the challenges may exceed available resources. Either way, many philanthropists see taking care of “home” (however it may be geographically defined) as their number one priority. Join this conversation to share successes, explore challenges and identify new ways to maximize the effectiveness of place-based philanthropy.

Presenters: Douglas B. Diamond, chairman, San Diego Neighborhood Funders; Reginald Jones, executive director, Steans Family Foundation

Facilitators: Elizabeth Myrick, SmartLink.org and Neighborhood Funders Group; Ann Tartre, Program Director, Equinox Center

Learn about the Foundation for Change’s role in nurturing movements for social justice in the San Diego-Tijuana border region. During this visit, you will see first-hand the border walls that now cut through the Tijuana Estuary, an internationally recognized coastal preserve, and prohibit public access to Friendship Park, a historic venue where for decades residents of the two nations have gathered peaceably at the international boundary. The controversial construction project has been covered in the New York Times, the Washington Post, the Los Angeles Times, National Public Radio and countless other media outlets.

The tour will include three stops:
1. An overview of the San Diego border fence.
2. A massive landfill at “Smuggler’s Gulch,” the most controversial part of the project from an environmental perspective.
3.A visit to Friendship Park, a symbol for many San Diegans and residents of Tijuana of the “other border” that never gets talked about in the press.

The leader of the tour will be John Fanestil, Executive Director at the Foundation for Change. Speakers from the Tijuana River National Estuarine Research Reserve and California’s Border Field State Park will also be included.

Forty years ago, despite growing interest and activism around opportunities and human rights for women and girls, there were no funding organizations dedicated to women's leadership and causes. Since then many of us have been mobilized by the stark reality that 70 percent of those living in abject poverty are women and that women produce nearly 80 percent of the world's food, but receive less than 10 percent of agricultural assistance. Today women are joining together in unprecedented numbers to raise women and girls out of poverty. Over 80 percent of women’s fund investments go to women living in poverty and/or those most affected by homelessness, violence, and human rights abuses. Hear from extraordinary women of diverse backgrounds who have shaped this movement of “women helping women” and learn how we can build on their successes to significantly move women locally and globally from poverty to social and economic empowerment.

Presenters: Tracy Gary, author; Deborah Richardson, chief program officer, The Women’s Funding Network; Linda Katz, founding president, San Diego Women’s Foundation

Session Designer: Lisa Parker, president and executive director, The Lawrence Welk Family Foundation

As funders tackle global political and economic circumstances in an effort to work in developing countries, feelings of isolation, frustration, and uncertainty can develop. Sharing lessons learned can make all the difference. This session will offer a diversity of perspectives on global philanthropy from a foundation staff member, a trustee, a donor advisor, and an international community foundation leader. The 90-minute session will provide an overview of how family-led organizations are effectively working at the global scale.

Presenters: Kimberly Green, president, Green Family Foundation; Chet Tchozewski, president, Global Greengrants Fund

Session Designer: Anthony Colon, executive director, Green Family Foundation

Serving on a family foundation board can be one of the most satisfying ways to give back to your community. But how do you know that you’re doing what you’re supposed to be doing? You can avoid inadvertent mistakes by learning the top 10 ways family foundations get into trouble.

Presenter: Janne G. Gallagher, vice president and general counsel, Council on Foundations

Audience: Trustees, Staff, and Donor Advisors

Emerging leaders—next generation family members, trustees, and foundation professionals—can explore topical questions with seasoned leaders in philanthropy. Listen to a leader’s career journey in philanthropy, and gain a perspective on the sector, spoken from the wisdom of experience. This session is open to foundation staff and trustees under the age of 40.

Tickets are required and available at no cost on a first-come, first-served basis at the registration desk beginning Sunday, January 31, at 7 a.m.

Presenter: Ralph Smith, board chair of Council on Foundations and executive vice president, The Annie E. Casey Foundation

Session Designer: Bill Lyons, consultant, Affinity Capital Consulting/p>

COF Liaison: Andrew Ho, Member Services Manager, Family Philanthropy Services, Council on Foundations

Many family philanthropies—giving circles, donor advised funds, foundations—are considered small compared to other types of grantmakers. Be inspired by four case studies on the creative ways that families have been able to leverage small grants and/or small staffs for maximum impact: how one foundation engaged the next generation in international giving; the way a Giving Circle of African American philanthropists empowered low-income individuals around environmental justice issues; a family foundation that focused its efforts on the needs of GLBT youth in a region; and a grantmaking program that provides gap scholarship funding to disadvantaged youth attending college, allowing them to stay in school successfully. Join in small group discussion with the presenters (think speed dating as you spend 15-minute intervals with each presenter).

Session Presenters: Kathy Doellefeld-Clancy, executive director, Roblee Foundation; Shirley Fredricks, vice-president and trustee, Lawrence Welk Family Foundation; Matthew Hervey, Price Charities; Athan Lindsay, founding member, Next Generation of African American Philanthropists (NGAAP) & partner, The Lindsay Group

Session Designer: Lisa Parker, president and executive director, The Lawrence Welk Family Foundation; Wendy Jaffe, executive director, The Trio Foundation of St. Louis

An interactive dialogue on basic building blocks of asset allocation. The discussion will guide the participants through interesting historical observations, the drivers of risk and return, and the role of emotions in decision making. The concept of opportunity cost will be explored to identify what may happen when certain decisions are made, even when the decision is to do nothing. Finally, using the concept of Efficient Frontier theory, the participants will engage in a hand-on exercise which will require them to use their basic investment knowledge and identify the elements of building a prudent asset allocation model.

Presenters: Arun Sardana, CIMA, senior vice-president – Investments, portfolio manager, institutional consultant - UBS Institutional Consulting; Val de Vassal, director of quantitative research, Glenmede Investment Management LP

Audience: Trustees, Staff, and Donor Advisors

Lack of respect, disdain and contempt for differences of opinion appear to be on the rise. It seems to be increasingly challenging for communities to have an open, honest and decent dialogue with over different points of view. Respect for different, even conflicting opinions and beliefs, as well as a willingness to listen and to be open to new ideas is essential for a democratic society. In this interactive session, we will share proven skills that can enhance and improve our willingness and ability to debate and to discuss important issues that affect our future without anger and demonization.

Facilitator: Meenakshi Chakraverti, director, international initiatives, Public Conversations Project; Robert R. Stains, Jr., senior vice president, Public Conversations Project

Session Designers: Robert N. Mayer, associate, The Nathan Cummings Foundation; Bill Lyons, consultant, Affinity Capital Consulting

Family philanthropists have traditionally been community leaders. However, there’s a variety of new tools and tactics available to families wishing to be more effective in developing healthy, sustainable communities – whether geographic, ideological, or issue-based. In this highly interactive and dynamic session, participants will have an opportunity to learn from experts and each other about tactics that work, common pitfalls, and successful models that can be replicated elsewhere. We’ll hear four different stories with different issue priorities, geographic concentrations, funding strategies, and roles for family philanthropy leadership and collaboration. We’ll learn more about:

• Funders Collaborative for Youth Organizing – A collective of national, regional and local grantmakers and youth organizing practitioners are cooperating to substantially increase the philanthropic investment in, and strengthen the organizational capacities of, youth organizing groups across the country.
• Fund for our Economic Future – A coalition of family, independent and community foundations in Northeast Ohio formed a regional collaborative to strengthen the region's economic competitiveness through grantmaking, research, and civic engagement.
• Civic Marriage Collaborative – Launched in 2004 as a funding collaborative of five family foundations along with the Open Society Institute and an anonymous donor, the CMC adopted a high-impact, high-investment strategy to support LGBT leaders in key states working for marriage equality.
• Chicago Youth Service Partnership – A partnership between the Crossroads Fund, a public foundation supporting grassroots organizing in Chicago, and the Cricket Island Foundation, a family foundation in New York, combined considerable new resources from Cricket Island and the deep relationships and local knowledge of Crossroads to support seven social justice organizations working with Chicago youth through multi-year funding and deep technical and financial management support.

Presenters: Tim Sweeney, president and CEO, Gill Foundation and co-founder, Civic Marriage Collaborative; Jane Kimondo, program director, Crossroads Fund; Mike Shafarenko, manager, finances and operations, Fund for Our Economic Future; Jason Franklin, trustee, North Star, Good Shepherd and Franklin Weinberg funds

Session Designers: Mary L. Galeti, vice chair, Tecovas Foundation; Michell Speight, director of programs, Dyson Foundation

Starting with a thought-provoking Q&A segment, this highly interactive session aims at testing the validity of long-held views on investing after the 2008 market experience. Rather than just provide answers, this session will create just as many questions that the attendees can take home as food-for-thought: Is the old investing paradigm still valid? Are alternative investments and derivatives dead in the foundation model? Which hidden mines and traps were exposed in 2008? How can a foundation continue to serve its mission through prudent investment design?

Moderator: Arun Sardana, CIMA, senior vice president – Investments, portfolio manager, institutional consultant - UBS Institutional Consulting

Presenters: David Nee, executive director, William Caspar Graustein Memorial Fund

Audience: Trustees, Staff, and Donor Advisors

http://www.jacobscenter.org/jacobsnetwork/jvjc/

As changing demographics and new technologies redefine who we are and how we gather as a society, the arts and culture sector faces enormous challenges—and unprecedented opportunities. Join Ben Cameron, program director of the arts at the Doris Duke Charitable Foundation, as he looks at the emerging arts landscape, the new emphasis on arts participation, and the critical role a healthy arts sector can play in a vibrant, creative society.

Featured Speaker: Ben Cameron, Program Director for the Arts, The Doris Duke Charitable Foundation

Session Designer: Janet Brown, Executive Director, Grantmakers in the Arts

In the midst of our technological revolution, philanthropy can occur in many ways beyond the traditional grant by an individual donor through a private foundation. This session will highlight various philanthropic strategies, including: social venture philanthropy; giving circles; collaborations among community foundations and individuals, using donor advised funds; and collaborations with large foundations. We will explore how various issues are addressed differently and the impact of philanthropy on the targeted community.

Presenters: Alan and Louarn Sorkin, San Diego Social Venture Partners Fund; Linetta Gilbert, senior program officer, Community and Resource Development, Ford Foundation; Ash McNeely, Pew Charitable Trusts and Sand Hill Foundation; Valaida Fullwood, founder of New Generation of African American Philanthropists; Holli Rivera, director of family philanthropy, Arabella Advisors

Session Designers: Audrey Jacobs, director, Center for Family Philanthropy, Community Foundation for Greater Atlanta; Darryl Kevin Lester, founding partner, HindSight Consulting, Inc.

Growing numbers of foundations of all sizes and types are incorporating an array of investment strategies to achieve their philanthropic goals. Using tested tools, foundations are able to generate both social or environmental benefits and targeted financial returns. This interactive session will explore ways to begin implementing mission-related strategies. The panelists will share stories about moving an MRI agenda from initial concept to pilot testing and fuller action with key players including trustees, family members, investment advisors, and foundation staff. Real life case studies will demonstrate how mission-related investing can broaden a foundation’s impact by more closely aligning investment practices with organizational mission. Discussion will also highlight why program related investments can be a tool for social impact, effective payout strategy, and asset management.

Presenters: Richard Woo, CEO, The Russell Family Foundation; Craig Muska, investment advisor, Threshold Group

Moderator: Peter Berliner, managing director, PRI Makers Network

Session Designers: Danah C. Craft, vice president, Programs and Constituency Services; Pamela Colman, education director, Council on Foundations

Could you make a compelling case for family philanthropy if asked by a potential donor or even younger family members contemplating their own commitment? What if you had to make the case to a policymaker or member of the media about the value of your giving to society in light of the tax benefits you receive? The lack of thoughtful research and inspiring language to answer these questions and others led the National Center for Family Philanthropy to undertake a major two-year research initiative. In 14 regional symposia, one national symposium, and more than 50 individual interviews, the contributions and challenges of philanthropic families were explored. Recently published findings detail the benefits – to our democracy, to the family itself, and to the communities and causes served. This session provides an overview of the findings and invites participants to join in this critical conversation.

Presenter: Virginia M. Esposito, President, National Center for Family Philanthropy

Session Designer: Susan Price, vice-president, National Center for Family Philanthropy

Since October 7, 2001, America has been at war. Almost 2 million American troops have served in combat, the majority in Iraq and Afghanistan. More than 5,100 troops have been killed, and more than 35,000 have been seriously injured. Many of those who have returned home physically unscathed are still facing massive challenges, from psychological injuries to unemployment and even homelessness. And with 30,000 additional troops to be deployed over the next few months, the number of those affected will continue to grow. This session will discuss several philanthropic approaches to address the needs of this population.

Presenter: Greg Hillgren, founder and donor, Armed Forces Interest Group (AFIG) and president of Calvest Realty Advisors, Inc.

Session Designers: Amy Fackelmann Gonzalez, senior philanthropic advisor, the California Community Foundation; Christy Wilson, executive director, Rancho Santa Fe Foundation

In this salon-style conversation, participants will be invited to explore issues that families encounter when determining a foundation’s lifespan. The purpose of this session is to help families move beyond what they think is expected of them by their peers, colleagues, and even future generations and to move toward a decision that is best for their family, its philanthropic goals, and its ability to devote time, energy, and resources to engaged, strategic grantmaking. In addition, families that have already determined their philanthropic lifespan will be invited to revisit their decisions in the context of today’s economic climate.

Presenter: Mitchell Singer, senior philanthropic advisor, Rockefeller Philanthropy Advisors

Session Designer: Dori Kreiger, managing director, Family Philanthropy Services, Council on Foundations

Audience: Trustees

In 2009, the Council on Foundations convened a taskforce to look at technology and philanthropy in the 21st century. The report was presented to the Council’s Board of Directors in November; and is now being taken to the field for better understanding of the exciting and transforming potential philanthropy can/will have on our work.

Join Akhtar Badshah, Council Board Member and Chair of the Taskforce, along with family philanthropy voices on the taskforce and the board to better understand the implications of this report for your foundation’s work. At the end of 2010, the taskforce will provide a final set of recommendations to the Council Board based upon these conversations with the field.

Presenter: Akhtar Badshah, Senior Director of Global Community Affairs, Microsoft

Session Designer: Council on Foundations Technology Task Force

You understand the issues:

• Your parents are aging and want you to be more involved in the family’s philanthropic efforts. How do you balance this work with your care for them, your time with your own children, and your own career?
• Your parents don’t understand why their grandchildren aren’t more involved. How do you act as a translator between the generations while holding on to your own voice?
• You are on the board of your family’s foundation or are a successor advisor to your parents’ donor advised fund. How do you honor their interests and intent while finding your own dream?
• Not only are you sandwiched between generations, but you are the one whom your parents count on. How do you deal with issues of unequal participation among members of your own generation while engaging the next?

This session is designed for philanthropists between 35 and 65 and will build on the issues raised on Sunday morning at “Coffee with the On Deck Generation” using case studies and small group discussions. Find help in negotiating those difficult but necessary conversations with family members from all generations.

Session Designer: Audrey Jacobs, director, Center for Family Philanthropy, Community Foundation for Greater Atlanta; Claire Solot, executive director, The Marcled Foundation

Facilitator: Amy Zell Ellsworth, senior philanthropic advisor, Philanthropic Initiative

Direct From Davos: Jeff Jarvis on "What Would Google Do In Philanthropy?

Communications and technology trendsetter Jeff Jarvis—author of “What Would Google Do” — will outline the future landscape for philanthropic efforts in this age of rapid transformation. He will address the conference electronically just after returning from a trip to the World Economic Forum, an annual meeting of global political and business leaders in Davos, Switzerland.

COF Liaison: Sonia Segarra Law, Meetings Manager, Council on Foundations

COF Liaisons: Pamela Colman, Education Director, Council on Foundations; Edward Jones, Managing Director, Council on Foundations