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Wednesday, October 16
 

9:30am

POC Pre-Forum Meetup
For the first time ever, NCFP is intentionally creating space for people of color (POC) involved in family philanthropy to come together and connect. Please join members of the Planning Committee and the Forum Co-Chairs for coffee and community building at this pre-Forum meetup, we look forward to seeing you there!

Planning Committees
avatar for A. Sparks (Planning Committee Co-Chair)

A. Sparks (Planning Committee Co-Chair)

Founding Executive Director, Harry and Masie Masto Foundation
Sparks values and is deeply committed to promoting equity in the nonprofit and for-profit social impact sectors based on her experience as a queer, multi-racial, next generation, woman in the field of philanthropy. She is currently Executive Director of the Masto Foundation, a US-based... Read More →



Wednesday October 16, 2019 9:30am - 10:30am
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:30am

Navigating the Forum
This pre-Forum welcome event will be designed with two goals in mind – first to give first-time attendees a sneak peek at all the Forum has to offer and second to connect first-time attendees with veterans in the field who can serve as a mentor and advisor on where to spend their time at the Forum.

Speakers
avatar for Douglas Bitonti Stewart (Planning Committee Co-Chair)

Douglas Bitonti Stewart (Planning Committee Co-Chair)

Executive Director, Max M. & Marjorie S. Fisher Foundation
Doug Bitonti Stewart has dedicated his career to philanthropy serving organizations such as Michigan State University, Michigan Nonprofit Management Institute, the Arthritis Foundation, Children’s Hospital of Michigan and as Director of Development for Children’s and Women’s... Read More →
avatar for A. Sparks (Planning Committee Co-Chair)

A. Sparks (Planning Committee Co-Chair)

Founding Executive Director, Harry and Masie Masto Foundation
Sparks values and is deeply committed to promoting equity in the nonprofit and for-profit social impact sectors based on her experience as a queer, multi-racial, next generation, woman in the field of philanthropy. She is currently Executive Director of the Masto Foundation, a US-based... Read More →
avatar for Gilbert Miller

Gilbert Miller

Board Chair, Bradley-Turner Foundation
Gilbert Miller serves as the Board Chair of the Bradley-Turner Foundation, a 5th generation foundation. He has been involved with the work of the Beloco Foundation for over a decade and a half, formally joining as a trustee in 2000. The grandson of its founder of Beloco, Gilbert... Read More →
avatar for Christy Uchida

Christy Uchida

Senior Program Officer, The Brinson Foundation
Christy Uchida is a highly skilled philanthropic leader and currently serves as the Senior Program Officer for The Brinson Foundation, a private family foundation that funds education and scientific research.  In the community, Christy is a visible representative of the Foundation... Read More →
avatar for Frank Wideman

Frank Wideman

President, Self Family Foundation
Frank Wideman is a native of Washington DC.  He is a graduate of the University of South Carolina. Frank served 24 years as a career field artillery officer in the United States Army retiring in 1993 as a lieutenant colonel.  Since then, he has served as president of the Self Family... Read More →


Wednesday October 16, 2019 10:30am - 11:30am
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

11:45am

Opening Plenary: Education and Equity—Overcoming Barriers in The City of Big Shoulders
Chicago offers a compelling story about the many barriers faced by its youth and the innovative steps being taken to overcome them. While many challenges remain, the public schools have made remarkable progress in improving student academic performance, attracting the attention of national researchers. Other groundbreaking programs prioritize supports for young people who must overcome major hurdles to escape crime and violence in their neighborhoods. This conversation with Janice Jackson, CEO of Chicago Public Schools, and Arne Duncan, former U.S. Secretary of Education and a previous CEO of CPS who currently leads Chicago CRED, will describe how innovation, investments in public education, including from family philanthropy, and targeted job training are helping young people of color aspire to greater goals in life.

Speakers
avatar for Robin Steans

Robin Steans

Board Chair, Steans Family Foundation
Robin Steans is Board Chair of the Steans Family Foundation, where she helps guide education and community development grant-making in the North Lawndale community. A longtime public school parent, Ms. Steans has spent over twenty years working on public school reform. Most recently... Read More →
avatar for Arne Duncan

Arne Duncan

Managing Partner, Emerson Collective
As managing partner at Emerson Collective, former U.S. Secretary of Education Arne Duncan returns to Chicago on a mission to improve the lives of young adults in his hometown. Through partnerships with local business leaders, community organizers, and nonprofit groups, Duncan aims... Read More →
avatar for Dr. Janice K. Jackson

Dr. Janice K. Jackson

CEO, Chicago Public Schools
As a former student, teacher, principal, Network Chief, and Chief Education Officer, and now as Chief Executive Officer, Dr. Janice K. Jackson has been immersed in Chicago Public Schools her entire life.As CEO of the third largest school district in the country, Dr. Jackson is responsible... Read More →


Wednesday October 16, 2019 11:45am - 2:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

2:00pm

Networking Break
Wednesday October 16, 2019 2:00pm - 2:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

2:30pm

Power of Family Legacy Storytelling
Capturing and sharing your family’s history is critical to understanding and appreciating your philanthropy, providing a window into the rich heritage of your extended family. Elders in your family often have particularly interesting stories to tell, and can help family members of all ages feel more connected with the generations preceding them, and gain an even greater appreciation of their place within the family.

Speakers
avatar for David Daniels

David Daniels

Chief Operating Officer, Bainum Family Foundation
David Daniels is Chief Operating Officer for the Bainum Family Foundation. Daniels has been with BFF for more than six years, serving as vice president of operations and organizational effectiveness for the past 18 months. He was first hired in 2012 as director of BFF’s boarding... Read More →


Wednesday October 16, 2019 2:30pm - 4:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

2:30pm

Youth and Justice in the City
The Opening Session highlighted the progress Chicago has made for its youth, which can be attributed to many factors, ranging from early childhood services, quality principals in schools, and programs that help youth to get back on track and into employment.   Too often, systems serving youth are ill-equipped to build the skills necessary for success in school and life.   Because no one single intervention is sufficient, in this session, participants will learn about the innovative programs happening in Chicago and how they have been successful in recognizing and developing the assets of young people to help them better realize their potential.

Participants will engage in conversation with representatives from several different organizations. Each of these organizations bring a unique perspective and approach to working with young children and youth who are at risk of being failed by one or more systems or institutions.

Speakers
avatar for Brandon Thorne

Brandon Thorne

Senior Program Officer, W. Clement & Jessie V. Stone Foundation


Wednesday October 16, 2019 2:30pm - 4:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

2:30pm

Civil Communications, Civic Engagement, and Participatory Democracy
Society is becoming increasingly divisive. What roles can family foundations play in finding ways to support meaningful dialogue across “party lines” within their community? Is this role appropriate for family foundations? What are the biggest mistakes that funders make when trying to provide a forum for these types of conversations?

Speakers
avatar for Jessica Swoyer Green

Jessica Swoyer Green

Board Vice President, The Duchossois Family Foundation
In her fifth year as a board director for The Duchossois Family Foundation, Jessica Swoyer Green assists in stewarding investments in the areas of education and wellness. Having been actively involved in philanthropy for over ten years, Jessica seeks to support Chicago-land community... Read More →
avatar for Eboo Patel

Eboo Patel

Founder and President, Interfaith Youth Core
Today, more than 85 percent of Americans identify as religious, whether Christian, Jewish, Muslim, Buddhist, Hindu, Sikh, or another religious identity. Too often throughout history, those lines of religious difference have been a source of conflict: fueling war, intolerance, and... Read More →


Wednesday October 16, 2019 2:30pm - 4:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

2:30pm

Succession Planning for Boards
Succession planning with boards is hard.  Within family foundations, it can often be linked to family offices or businesses or assets, and it can be difficult to figure out roles for oversight and engaging across the family.  Join multiple generations from Kettering Family Foundation to talk about their current challenges, share stories, and potential solutions.  This session will be a facilitated dialogue as well as tackling a live, active case study.

Speakers
avatar for Ashley Duchossois Joyce

Ashley Duchossois Joyce

Board President, The Duchossois Family Foundation
Ashley Duchossois Joyce is President of The Duchossois Family Foundation. She received her Bachelor of Arts from University of Colorado and her Master’s degree from University of Chicago, School of Social Service Administration (SSA). Ashley serves as a trustee for the University... Read More →
avatar for Dinaz Mansuri

Dinaz Mansuri

Executive Director, Mayer and Morris Kaplan Family Foundation
Dinaz Mansuri is the Executive Director of the Mayer and Morris Kaplan Family Foundation, a multi-generational private Foundation that makes grants in excess of $2 million annually.  In this role, Dinaz oversees a robust grantmaking program focused on improving college access and... Read More →
avatar for Susan Kettering

Susan Kettering

Vice President, Kettering Family Foundation
Susan is an avid traveler who loves to visit her 4 children and 5 grandchildren. She serves as the Vice President of the Kettering Family Foundation, President of the Traverse City Dance Project Board, and member of the Board of Directors at the Kettering Medical Center. Susan is... Read More →
avatar for Doug Williamson

Doug Williamson

Trustee, Kettering Family Philanthropies
Doug Williamson worked for 25 years as a general pediatrician in NH. He is a trustee and 4th generation of the Kettering family.
avatar for Peter Williamson

Peter Williamson

Next Gen Family Member, Kettering Family Philanthropies
Peter Williamson is a professional golfer and founder of Game Genius, a social venture in DC that uses non-digital games to empower individuals and teams.  He is a 5th generation of the Kettering family.


Wednesday October 16, 2019 2:30pm - 4:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

2:30pm

Lifting Up Leaders: Youth Leadership
For family foundations that see supporting youth-led social change as aligned with their place-based and value-based giving goals, there are a set of best practices and lessons to be learned from family foundation peers that already support this work. Hear from staff and trustees at family foundations that have prioritized funding for youth and community-led social change efforts, and hear from a youth organizing leader about what’s needed to support their community organizing. Join as all share their personal and institutional journey stories, and discuss the power of supporting youth leaders, making space for grantee leadership, supporting movements and diverse representation.

Speakers
JA

Jenny Arwade

Co-Executive Director, Communities United
avatar for Laura McCargar

Laura McCargar

President, Perrin Family Foundation
Laura McCargar was appointed as President of the Perrin Family Foundation in June of 2016. Laura joined the foundation in 2012 as a Program Officer, where she played a central role in designing the foundation’s youth-led social change grantmaking strategy and oversaw the development... Read More →
ES

Elizabeth Sak

Executive Director, Cricket Island Foundation
Liz became the second Executive Director of the Cricket Island Foundation in 2008, overseeing all aspects of the Foundation’s management including finance, program development, grantmaking, and field building.Prior to joining the foundation, Liz spent more than two decades running... Read More →
avatar for FCYO: Funders' Collaborative On Youth Organizing

FCYO: Funders' Collaborative On Youth Organizing

Founded in 2000, the Funders’ Collaborative on Youth Organizing (FCYO) is a dynamic collective of social justice funders and youth organizing practitioners dedicated to advancing youth organizing as a strategy for youth development and social change. FCYO’s mission is to increase... Read More →


Wednesday October 16, 2019 2:30pm - 4:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

2:30pm

Shocks and Disruptions
This session will explore shocks and disruptions in an open and future-oriented manner: what does (and what will) it take for social impact organizations to weather, and even thrive, amidst disruptions and shocks – internal or external? The session will share results from new research designed to generate new and actionable knowledge about what’s required to build resiliency for social change organizations and effort, and to spark learning, dialogue, experimentation and action among funders that strengthens current efforts to build resiliency.

Speakers
avatar for Barbara Kibbe

Barbara Kibbe

Director, Effectiveness, S.D. Bechtel, Jr. Foundation
Barbara Kibbe joined the S.D. Bechtel, Jr. Foundation as director of the Effectiveness team in 2013. In this role, she is responsible for fostering a culture of continuous learning, improvement, innovation, and strategic risk-taking. Barbara works with program staff to enhance grantmaking... Read More →
avatar for Diana Scearce

Diana Scearce

Consultant, Diana Scearce Consulting
Diana has dedicated her career to helping social changemakers increase effectiveness and impact, in the U.S. and around the world. Diana’s consulting practice focuses on research, developing and evolving strategies and fostering cultures of learning. Prior to working as an independent... Read More →


Wednesday October 16, 2019 2:30pm - 4:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

2:30pm

Small but Mighty
No matter your size, you have the capacity (and obligation?) to make the most of your philanthropic assets. One way to do so is to convene and collaborate with other funders interested in finding solutions to the same problems you are facing; other options including using your voice and influence to drive change in your areas of interest; providing gen op and multi-year support to key partners; and providing a space for authentic and ongoing conversations with the communities you serve. In this session you’ll hear stories from two smaller family foundations that have used their voice to drive significant collaborations in their community, and then brainstorm with other participants the variety of ways that small foundations can achieve outsized impact.

Speakers
avatar for Ashley Blanchard

Ashley Blanchard

Vice Chair, Hill-Snowdon Foundation
Ashley Blanchard is a seasoned nonprofit strategy and management consultant, with a focus on strategic planning for foundations.  She is passionate about helping foundations improve their practice and more effectively support their grantee partners.  Ashley helps clients determine... Read More →
avatar for Megan Costigan

Megan Costigan

Program Associate and Chair of the TFF Leadership Committee, Tracy Family Foundation
Megan Costigan is a Third Generation (3G) member of the Tracy Family Foundation (TFF) and is a part-time Program Associate at the Foundation. She served as Chair of TFF’s Next Generation Advisory Board (NGAB) (2012-2016). In addition, in 2007, she held a one-year seat on the TFF... Read More →
avatar for Terrence Meck

Terrence Meck

Co-Founder and President, The Palette Fund
Terrence Meck is Co-Founder and President of The Palette Fund, a private foundation dedicated to advancing social change in communities that are under-resourced and facing significant challenges.  The Palette Fund honors the legacy of his late partner Rand Skolnick who lost his battle... Read More →


Wednesday October 16, 2019 2:30pm - 4:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:00pm

Networking Break
Wednesday October 16, 2019 4:00pm - 4:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:30pm

Ask the Expert
This session will be an opportunity for attendees to meet one-on-one with experts (like legal or financial professionals) to discuss issues pertinent to the management of their foundation. Attendees will gain valuable advice from a seasoned professional through these individual meetings. 

Wednesday October 16, 2019 4:30pm - 5:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:30pm

Board Members Peer Gathering
Family and non-family board members are the lifeblood of family foundations. They support difficult decisions, dynamics, and continue to support this field.  Come into this space to engage with your peers about your challenges, favorite resources, and learnings.

Speakers
avatar for Tony Macklin

Tony Macklin

and NCFP Senior Program Consultant, Independent Consultant
Tony Macklin, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about purpose, use of resources, action planning, and learning. As executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing... Read More →
RS

Ross Siragusa

Board Chair and President, Siragusa Family Foundation


Wednesday October 16, 2019 4:30pm - 5:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:30pm

Engaging Youth Peer Network: Building the Skills to Discuss Privilege and Equity with Youth
One aspect of successfully engaging the next generation is building the capacity for youth to recognize privilege and understand equity. This peer network for adults guiding the next generation will discuss how to build compassion and empathy in youth, strengthen the skills needed to have conversations about privilege, and over time infuse an equity lens into philanthropic work.

Speakers
avatar for Neil Gobioff

Neil Gobioff

President, Gobioff Foundation
Neil Gobioff is current president of the Gobioff Foundation, a small family foundation based in Tampa, FL. He is part of the founding generation and in the process of formalizing a youth board that will include extended family from the next generation.
avatar for Michelle Knapik

Michelle Knapik

President, Emily Hall Tremaine Foundation
Michelle Knapik is the President of The Emily Hall Tremaine Foundation (EHTF). Michelle joined EHTF after more than nine years in the philanthropic sector having led strategy, program development and innovative grantmaking at the Geraldine R. Dodge Foundation and the Surdna Found... Read More →
avatar for Katherine Scott

Katherine Scott

Program Director, National Center for Family Philanthropy
Katherine Scott is the Program Director at NCFP.  Katherine works on NCFP's community foundations programming, engaging the next generation, and connecting families to resources or others with similar experiences. Katherine came to NCFP after a few years working at a family foundation... Read More →


Wednesday October 16, 2019 4:30pm - 5:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:30pm

Family Staff and Volunteer Peer Network
NCFP's Family Staff and Volunteer Peer Network is a peer discussion forum for those who serve in a paid or volunteer family staffing role. Stay tuned for a description selected in consultation with this network.

Speakers
avatar for Julie Berrey

Julie Berrey

Trustee, John & Wauna Harman Foundation
Julie Berrey is a board member and former Executive Director of the John and Wauna Harman Foundation, a small, private family foundation focused on improving end-of-life care in the U.S. The Foundation was created in 1999 in honor of John “Jack” and Wauna Harman. Jack and Wauna... Read More →
avatar for Lisa Parker

Lisa Parker

NCFP Board Vice Chair, President of the Lawrence Welk Family Foundation
Lisa Parker brings 30 years of experience in philanthropy and nonprofit management to her work with philanthropic families. Since 1997 Lisa has been President and Executive Director of the Lawrence Welk Family Foundation, leading the Foundation’s initiatives to address poverty and... Read More →
avatar for Neil Sumilas

Neil Sumilas

Vice President for Planning and Management, National Center for Family Philanthropy
Neil Sumilas is the Vice President for Planning and Management at NCFP. Neil's primary responsibilities are operational, financial, and administrative, but also lends his expertise to the program and development teams at NCFP.Prior to NCFP, Neil consulted for a variety of organizations... Read More →


Wednesday October 16, 2019 4:30pm - 5:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:30pm

Mindset and Self Coaching for NextGen Leaders
Join your next gen peers for a highly interactive workshop with coach, podcaster and 3rd Gen Philanthropist, Ellie Frey Zagel. Ellie will introduce the important topic of mindset while teaching the group how to ultimately coach themselves. Identify 1-2 key obstacles holding you back from becoming the leader you know you can be and learn how to remove these barriers forever.

Speakers
avatar for Ellie Frey Zagel

Ellie Frey Zagel

Trustee, Frey Foundation
Ellie Frey Zagel is 3rd Generation, Vice Chair and Trustee of her family’s foundation the Frey Foundation based in Grand Rapids, MI. For nearly a decade she has been deeply involved in working with the next generation of family business, family philanthropy, and family wealth, first... Read More →
avatar for Jen Crino

Jen Crino

Program Coordinator, National Center for Family Philanthropy
Jen Crino is the Program Coordinator at the National Center for Family Philanthropy. Jen facilitates our monthly webinar series, develops relevant content for our blog and Knowledge Center, and assists with NCFP’s peer networks and community foundation programming.Prior to working... Read More →


Wednesday October 16, 2019 4:30pm - 5:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:30pm

Non-family Staff Peer Network
Join your non-family staff peers at the Forum to answer the key question: what is keeping you up at night? Are you navigating major challenges, managing family transitions and culture, or are you strategizing about your professional goals and the vision of your foundation’s future? This peer led discussion, guided by your current chair Kelly Chopus and upcoming co-chair Kim Wright, is designed for senior level non-family staff members to convene, get to know one another, and discuss the unique challenges, complications, and inherent in this role.

Speakers
avatar for Kelly Chopus

Kelly Chopus

President and CEO, Robins Foundation
Kelly Chopus is a social responsibility and philanthropy executive with extensive experience in strategic external relations, corporate giving and community building. She currently serves as the President and Chief Executive Officer of the Robins Foundation in Richmond, Virginia... Read More →
avatar for Kim Wright

Kim Wright

Executive Director, Stolte Family Foundation
Kim Wright is the founding Executive Director of the Stolte Family Foundation (SFF), an impact-driven philanthropy in Seattle, Washington. She has advised the Stolte family throughout their earliest years of giving and helped frame the Foundation’s priorities and mission. Prior... Read More →
avatar for Jen Bokoff

Jen Bokoff

Director of Stakeholder Engagement, Candid
Jen Bokoff is the director of stakeholder engagement at Candid (formerly Foundation Center + GuideStar). She develops partnerships, projects, and insights power the work of the philanthropic sector. She likes asking “so what?” to push Candid’s data-driven work to be as valuable... Read More →


Wednesday October 16, 2019 4:30pm - 5:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:30pm

Population Based PhilTalks
Many populations are under-resourced in terms of philanthropic funding and, often, funders note that the reason they don’t fund certain populations is just because they don’t know about them. This PhilTalks session will provide a special opportunity for field experts to give quick snapshots on the needs of different communities and offer suggestions on how family philanthropy can better support these communities. 

Planning Committees
avatar for A. Sparks (Planning Committee Co-Chair)

A. Sparks (Planning Committee Co-Chair)

Founding Executive Director, Harry and Masie Masto Foundation
Sparks values and is deeply committed to promoting equity in the nonprofit and for-profit social impact sectors based on her experience as a queer, multi-racial, next generation, woman in the field of philanthropy. She is currently Executive Director of the Masto Foundation, a US-based... Read More →



Wednesday October 16, 2019 4:30pm - 5:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:30pm

Strategic Lifespan Peer Network: Managing Messaging: All-way communication for spend-down foundations & funds
NCFP’s Strategic Lifespan Peer Network is a special group of friends of the family and those across the field who are thinking about or have the made the decision to limit the lifespan of their foundation. Whether you have attended the peer network before or you are new or curious, join us to discuss messaging and all-way communication to address the needs and interests of stakeholders from grantees and foundation staff to funding partners and the media

Speakers
avatar for Jason Born

Jason Born

Vice President for Programs, National Center for Family Philanthropy
Jason Born is the Vice President for Programs at NCFP. Jason heads NCFP’s programming activities and serves as the lead knowledge curator and creator of content for philanthropic families. Jason connects families looking for others to talk with who have walked down similar paths... Read More →
avatar for Barbara Kibbe

Barbara Kibbe

Director, Effectiveness, S.D. Bechtel, Jr. Foundation
Barbara Kibbe joined the S.D. Bechtel, Jr. Foundation as director of the Effectiveness team in 2013. In this role, she is responsible for fostering a culture of continuous learning, improvement, innovation, and strategic risk-taking. Barbara works with program staff to enhance grantmaking... Read More →
avatar for Lois Mitchell

Lois Mitchell

Past President of the Orfalea Foundation, Consultant
Lois Mitchell has extensive experience directing philanthropic initiatives, navigating strategic plans, and building key partnerships with cross-sector leadership. She guides multi-generational family, community, corporate, private, and operating foundations to build governance, processes... Read More →
avatar for Bob Tobin

Bob Tobin

Senior Consultant and President, Williams Group
Bob Tobin is the President and Senior Consultant at Williams Group. Bob engages as a consultant, speaker and facilitator for corporations, nonprofits and foundations across the United States and around the world.Bob has a Bachelor of Arts degree and a Master of Public Administration... Read More →


Wednesday October 16, 2019 4:30pm - 5:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

6:00pm

Chicago Off-Site Reception: Chicago Architecture Center
Connect and share reflections from Day One of the Forum with friends new and old at this special reception designed by the 2019 National Forum Host Committee at the Chicago Architecture Center (CAC).  The CAC is a nonprofit organization dedicated to celebrating Chicago as the center of architectural innovation. As a space for the exchange of ideas and design, the CAC inspires people to build vibrant communities. Join the Forum Host Committee and your colleagues for a lively cocktail reception in the midst of the CAC’s Chicago Gallery with impressive views of the city. Plus, many fabulous Chicago restaurants are within short walking distance for those seeking to keep the conversation going!


Wednesday October 16, 2019 6:00pm - 7:30pm
Chicago Architecture Center 111 E. Wacker Dr., suite 1321, Chicago, IL 60601

7:30pm

Dine Arounds
Join your peers after the reception for (sponsored or dutch treat) dinners at great local restaurants. Connect around a specific topic or by picking a great spot for dinner. A sign-up will be circulated to registered attendees. Limited space is available.

Wednesday October 16, 2019 7:30pm - 7:45pm
TBA
 
Thursday, October 17
 

7:45am

Breakfast Plenary: The Value of Family Philanthropy—A Critique and Dialogue
A variety of sharp critiques have been written recently about the practices, history, and prejudices of private philanthropy in the U.S. This provocative plenary features a discussion with the author of one of these critiques for a facilitated conversation encouraging the potential of private philanthropy. The goal is to have a frank but ultimately uplifting conversation on how all families engaged in philanthropy can better achieve the shared goal of a more just and open society.

Speakers
avatar for Edgar Villanueva

Edgar Villanueva

and Vice President of Programs and Advocacy at Schott Foundation for Public Education, Author, Decolonizing Wealth
Edgar Villanueva is a nationally-recognized expert on social justice philanthropy and author of Decolonizing Wealth, which offers hopeful and compelling alternatives to the dynamics of colonization in the philanthropic and social finance sectors. He currently serves as Chair of the... Read More →


Thursday October 17, 2019 7:45am - 10:00am
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:00am

Networking Break
Thursday October 17, 2019 10:00am - 10:30am
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:30am

Mini-Plenary: Everything Old is New Again: Gen Op, Capacity Building, and Multi-year Grants
Traditionally family philanthropies have been some of the most loyal funders of local community institutions, as confirmed by the 2015 Trends in Family Philanthropy study which found that 83% of family foundations nationally make general operating support grants, while 68% provide multi-year grants and 63% provide capacity-building grants. It is critical that family donors continue to 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. It is time to praise overhead, rather than fear it—and family foundations are poised to shift this mindset in the sector.

Speakers
avatar for Heather Parish

Heather Parish

Co-Executive Director, Pierce Family Foundation
Heather D. Parish, Co-Executive Director, came to the Pierce Family Foundation in 2013 with over 17 years of experience as an independent consultant to nonprofits and foundations engaged in housing, community development and capacity building initiatives. She was named Co-Executive... Read More →
avatar for Christy Uchida

Christy Uchida

Senior Program Officer, The Brinson Foundation
Christy Uchida is a highly skilled philanthropic leader and currently serves as the Senior Program Officer for The Brinson Foundation, a private family foundation that funds education and scientific research.  In the community, Christy is a visible representative of the Foundation... Read More →


Thursday October 17, 2019 10:30am - 12:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:30am

Mini-Plenary: Journeys in Racial Equity: A Conversation with NCFP Fellows
What does it mean to be a family philanthropy leader in today’s world: How do you balance your commitment to the donor’s legacy and the family’s shared vision with the immediate needs of the communities you serve? How do you manage the power and privilege of your position as you work with communities and grantees on the front lines of systems change? How can you “show up” in meaningful ways and ensure you and your foundation are accountable to the causes and communities you serve? And what is your responsibility for sharing what you’ve learned with others? Join this timely and essential conversation with NCFP Fellows grappling with these and other related issues.

Speakers
avatar for Mary Mountcastle

Mary Mountcastle

Trustee, Z. Smith Reynolds Foundation & Mary Reynolds Babcock Foundation
Mary Mountcastle is a trustee of the Z. Smith Reynolds and Mary Reynolds Babcock Foundations, a board member of Demos, and has served on the boards of numerous state and national organizations.  She is former board chair of the National Center for Family Philanthropy, and in 2018... Read More →
avatar for Kelly Nowlin

Kelly Nowlin

Trustee, Surdna Foundation
Kelly Davenport Nowlin, a fifth generation member of the Andrus family, was elected as a Surdna Foundation trustee in 2010. She chairs the committees of the Andrus Family Program (AFP) and Centennial Working Group. As chair of the AFP, Kelly is responsible for outreach to, and engagement... Read More →
avatar for June Wilson

June Wilson

Executive Director Emeritus, Quixote Foundation
June Wilson, executive director emeritus and board member of the Quixote Foundation, combines her talent as a dancer and choreographer with the operational expertise of a COO and strategic acumen of a CEO. She understands people’s physical and emotional interactions within a literal... Read More →


Thursday October 17, 2019 10:30am - 12:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:30am

Mini-Plenary: Integrated Philanthropy in Complex Multigenerational Families
How do philanthropic families with multiple generations of family members participating in three or more connected philanthropic vehicles – successfully manage their family dynamics as they fulfill their governance responsibilities to guide these complex philanthropic activities? This facilitated panel will include lessons learned from this groundbreaking research project and recommendations for the broad range of philanthropic families who are facing increasingly challenging governance dilemmas in their complex systems.

For more information on this research, read Kelin and Wendy's blog post outlining the importance of this study for the field of family philanthropy.


Speakers
avatar for Virginia Esposito

Virginia Esposito

Founder and President, National Center for Family Philanthropy
Virginia M. Esposito, is the founder and president of the National Center for Family Philanthropy. For more than 35 years, she has worked to advance private philanthropy through research and education. For 30 of those years, she has focused on the family philanthropic experience... Read More →
avatar for Dr. Kelin Gersick

Dr. Kelin Gersick

Co-Founder and Senior Partner, Lansberg Gersick and Associates
Kelin Gersick is a co-founder and a senior partner of Lansberg, Gersick & Associates. He has taught at Harvard University and Yale University, and is Professor Emeritus of Organizational Psychology at the California School of Professional Psychology. His consulting, teaching, and... Read More →
avatar for Dr. Wendy Ulaszek

Dr. Wendy Ulaszek

Partner, Lansberg Gersick and Associates
Wendy Ulaszek holds a Ph.D. in Clinical Psychology with a specialization in family systems and organizational behavior. At LGA, in addition to her work on family governance and family foundations, she has a special focus on executive coaching, succession planning, and the development... Read More →


Thursday October 17, 2019 10:30am - 12:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

12:00pm

Networking Break
Thursday October 17, 2019 12:00pm - 12:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

12:15pm

Lunch Plenary: A Conversation with New and Graduating CEOs
Being the non-family staff leader of a multi-generational family foundation is a privilege and honor. The path to engaging and furthering a family’s philanthropy is a special experience—but it can also be tough. This special conversation for CEOs, board members, and donors will feature a discussion between two highly respected CEOs in the process of exiting their long-time roles alongside two new CEOs just entering this role.

Speakers
avatar for Jamie Allison

Jamie Allison

Executive Director, Walter & Elise Haas Fund
Jamie Allison is devoted to building a healthy, just, and vibrant society, one in which we work creatively and collaboratively to bring the benefits of inclusive community to all. Before joining the Walter & Elise Haas Fund as its Executive Director in 2018, Jamie helped lead the... Read More →
avatar for Don Chen

Don Chen

President, Surdna Foundation
Don Chen is the President of the Surdna Foundation where he leads the 100-year old foundation’s efforts to strengthen and further leverage its commitment to social justice.Prior to his appointment, Don was the Director of the Cities & States program at the Ford Foundation, where... Read More →
avatar for John Mullaney

John Mullaney

Director Emeritus, Nord Family Foundation
John Mullaney is the Director Emeritus of the Nord Family Foundation and served as the Executive Director for 21 years. Prior to his tenure at The Nord Family Foundation, Mr. Mullaney served in both the education and non-profit sectors and developing countries. He was a program and... Read More →
avatar for Richard Woo

Richard Woo

CEO, The Russell Family Foundation
Richard Woo is the chief executive officer of The Russell Family Foundation, where he collaborates with the board to guide the Foundation's strategic planning, programs and community affairs. Richard joined the organization in 2000 and has worked with three generations of the Russell... Read More →


Thursday October 17, 2019 12:15pm - 2:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

2:00pm

Chicago Off-Site Session: Arts Education
For more than a generation, tireless education, cultural, and philanthropic leaders have been working to reinstate arts education in Chicago Public Schools (CPS), the country’s third-largest school district. Following a concerted collective impact effort from hundreds of participants, in 2011 Ingenuity was created as Chicago’s first city-wide organization committed to coordinating information and resources toward the common goal of improving and expanding arts education in CPS. Today, 150,000 more CPS students have consistent access to arts education than eight years ago.

Join us on a site visit to hear how Ingenuity has become a national model of collective impact, working in close partnership with supporters that include the Crown Family Philanthropies; and tour two of Chicago’s leading youth arts organizations both in and out-of-school: Marwen and Young Chicago Authors. Since 1987, Marwen has been educating and inspiring Chicago’s youth from under-resourced communities and schools through free visual arts programs. Their work has expanded to offering college and career programming, and their current executive director is an alumna both of Marwen and of a family foundation. Young Chicago Authors (YCA) cultivates the voices of young people through writing, publication, and performance education and will guide site visit participants through a brief writing workshop (no experience necessary). YCA is the home of the largest youth spoken word slam poetry festival in the world, Louder Than A Bomb, which has become a national model to educate and organize.

Designed by the 2019 National Forum Host Committee, this experience will offer Forum participants the chance to learn more about effective and ongoing philanthropic collaborations in Greater Chicago. These will be small group experiences - each limited to 25-30 participants.

Speakers
avatar for Demetrius Amparan

Demetrius Amparan

Donor Relations Manager, Young Chicago Authors
Through creative writing, Young Chicago Authors helps young people from all backgrounds to understand the importance of their own stories and those of others, so that they can pursue the path they choose and work to make their communities more just and equitable. Demetrius Amparan... Read More →
avatar for Akilah Halley

Akilah Halley

Executive Director, Marwen
Marwen’s mission to inspire and educate Chicago youth from under-resourced communities and schools through visual arts and college and career counseling. Akilah Halley, a Marwen alumna, was appointed Executive Director of Marwen in October 2018. Previously, she served as Marwen's... Read More →
CH

Christina Herzog

Program Director, Crown Family Philanthropies
avatar for Paul Sznewajs

Paul Sznewajs

Executive Director, Ingenuity
Ingenuity’s mission is to ensure that every CPS student, in every grade, in every school has access to the arts as part of a well-rounded education.Paul Sznewajs is the founding Executive Director of Ingenuity, which received the 2013 Chicago Innovation Award as one of the city’s most innovative companies. Paul has forged working partnerships and alliances with numerous city departments, the school district, and almost every major cultural institution in Chicago.With nearly two decades of senior leadership expe... Read More →


Thursday October 17, 2019 2:00pm - 5:30pm
TBA

2:00pm

Chicago Off-Site Session: Chicago River Restoration and Access Site Visit
Join funders and grantees on a boat tour to learn about a unique collaboration led by family foundations and other partners to improve water quality and riparian habitat, and to increase public access to the Chicago and Calumet Rivers.  Less heralded than our famous lakefront, these long-neglected waterways were once vital transportation corridors for what grew into a global metropolis.  In recent years, the rivers have been the focus for a transformation effort to become a vital recreational resource and economic development engine.  In 2013, the Chi-Cal Rivers Fund was formed by local foundations and corporate funders, in partnership with the National Fish and Wildlife Foundation, to pool philanthropic resources for ambitious restoration projects along the two rivers. The program is just one example of collaborative efforts spearheaded by family foundations across the Midwest.

Designed by the 2019 National Forum Host Committee, this experience will offer Forum participants the chance to learn more about effective and ongoing philanthropic collaborations in Greater Chicago. These will be small group experiences - each limited to 25-30 participants.

Speakers
avatar for David Farren

David Farren

Executive Director, Gaylord & Dorothy Donnelley Foundation
David Farren is the Executive Director of the Gaylord & Dorothy Donnelley Foundation. David assumed leadership of the foundation in January 2013. For 20 years prior he worked with the Southern Environmental Law Center (SELC), where he led major legislative, litigation and agency policy... Read More →
avatar for Margaret Frisbie

Margaret Frisbie

Executive Director, Friends of the Chicago River
Margaret Frisbie is executive director of Friends of the Chicago River, the only organization exclusively dedicated to improving and protecting the Chicago River system. Appointed to her position in 2005, Frisbie has been working to improve water quality for the Chicago River system... Read More →
avatar for Aislinn Gauchay

Aislinn Gauchay

Program Director, Great Lakes, National Fish and Wildlife Foundation/Chi-Cal Rivers Fund
Aislinn Gauchay is the Program Director, Great Lakes at the National Fish and Wildlife Foundation and supports the Chi-Cal Rivers Fund. The Chi-Cal Rivers Fund is a public-private partnership working to restore the health, vitality and accessibility of the waterways in the Chicago... Read More →


Thursday October 17, 2019 2:00pm - 5:30pm
TBA

2:00pm

Chicago Off-Site Session: Farm on Ogden
Farm on Ogden is a partnership of the Chicago Botanic Garden and Lawndale Christian Health Center (LCHC) and is managed by Windy City Harvest, the Chicago Botanic Garden’s urban agriculture program, in partnership with LCHC.  The Farm on Ogden opened in June of 2018 and in its first year has trained 100 people for jobs in food-related industries, reached 5,000 customers through the year-round farm stand, and aggregated 133,000 pounds of produce.  The Farm on Ogden has also served 400 patients through the Veggie Rx Program, delivering boxes of fresh produce, nutrition education, and cooking lessons to LCHC patients with diet-related diseases who are also food insecure. The site is home to a 7,300 sq. foot greenhouse, a 50,000 gallon aquaponics system, a commercial kitchen, an indoor market, a teaching kitchen and classroom, cold storage, and a youth farm.

Designed by the 2019 National Forum Host Committee, this experience will offer Forum participants the chance to learn more about effective and ongoing philanthropic collaborations in Greater Chicago. These will be small group experiences - each limited to 25-30 participants.



Thursday October 17, 2019 2:00pm - 5:30pm
TBA

2:30pm

Networking Break
Thursday October 17, 2019 2:30pm - 3:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

3:00pm

Big Bets: Passing Gear Philanthropy
Inspired by Paul Ylvisaker’s notion of philanthropy as society’s “passing gear” and informed by the concept of “reflective practice” as developed by Donald A. Schön, Passing Gear Philanthropy is grounded in the belief that to move wisely into the future requires deep understanding of our past and present, with strategic resource choices grounded in the history and needs of the communities you serve. But what does it look like in action? And how can you lead the charge in your community to cultivate and unleash more of this approach?

Speakers
avatar for David Dodson

David Dodson

President, MDC
David Dodson is the President of MDC. Since joining MDC in 1987, David has directed major projects to increase postsecondary student attainment, address stalled economic mobility, sharpen philanthropy as a tool for addressing structural inequity, and build multiracial leadership across... Read More →


Thursday October 17, 2019 3:00pm - 4:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

3:00pm

Grantmaking Strategies to Address Structural Racism Head On
What is the role of family philanthropy in addressing structural racism and bias in your communities? What strategies have others used, and what do you need to know before getting deeply involved? Hear from three examples of family foundations taking a leadership role in this difficult but essential work, and join a provocative conversation designed to help you tackle racial equity head on. 

Speakers
avatar for Patrick Troska

Patrick Troska

President, The Jay & Rose Phillips Family Foundation of Minnesota
Patrick Troska has been with The Jay & Rose Phillips Family Foundation of Minnesota since October 2000, and was named Executive Director in January 2011. In 2018, he was promoted to President. In addition to providing leadership for the Foundation’s overall strategy, he also has... Read More →
avatar for A. Sparks (Planning Committee Co-Chair)

A. Sparks (Planning Committee Co-Chair)

Founding Executive Director, Harry and Masie Masto Foundation
Sparks values and is deeply committed to promoting equity in the nonprofit and for-profit social impact sectors based on her experience as a queer, multi-racial, next generation, woman in the field of philanthropy. She is currently Executive Director of the Masto Foundation, a US-based... Read More →


Thursday October 17, 2019 3:00pm - 4:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

3:00pm

Innovative Tech Solutions for Giving Families
Family philanthropies have the opportunity to leverage a wide and growing variety of technology to improve our philanthropic work for our own family, governance, and grantmaking. Every day there are new inventions that you can use. Join this session to be inspired by tools, methodologies, and tactics to further your own family and philanthropy.

Speakers
avatar for Charlotte Cottier

Charlotte Cottier

Communications Lead, Crown Family Philanthropies
Charlotte Cottier, Communications Lead at Crown Family Philanthropies (CFP), has spent her career at the intersection of the public and private sectors helping clarify ideas and communicate them effectively. Before transitioning to the foundation world Charlotte served as a Senior... Read More →
avatar for Mark Larimer

Mark Larimer

Co-founder and VP of Sales & Marketing, Foundant Technologies
Mark Larimer is co-founder, VP of Sales & Marketing, and leads the Marketing and Client Services teams at Foundant Technologies. His past careers with Extended Systems and RightNow Technologies gives him the experience to understand technology… his compassion allows him to see how... Read More →


Thursday October 17, 2019 3:00pm - 4:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

3:00pm

The Power of a Name: A Conversation about the Role and Opportunity
Join two giving families for a dialogue about the power of your name.  Your name can be a branding tool with your foundation to connect and inspire. There can also be a lot of weight to your name for next gen or experimenting across the community.  Come away with benefits and opportunities to be thoughtful about transparency and name recognition.

Speakers
avatar for Jen Bokoff

Jen Bokoff

Director of Stakeholder Engagement, Candid
Jen Bokoff is the director of stakeholder engagement at Candid (formerly Foundation Center + GuideStar). She develops partnerships, projects, and insights power the work of the philanthropic sector. She likes asking “so what?” to push Candid’s data-driven work to be as valuable... Read More →
avatar for Elizabeth Levitt Hirsch

Elizabeth Levitt Hirsch

President, Mortimer & Mimi Levitt Foundation
Elizabeth (Liz) Levitt Hirsch is President of the Mortimer & Mimi Levitt Foundation and is best known for her ability to connect and inspire people to achieve a shared vision to better our communities, and for directing her life-long passion for the performing arts into a source for... Read More →
avatar for Vanessa Silberman

Vanessa Silberman

Senior Director of Communications & Strategic Initiatives, Mortimer & Mimi Levitt Foundation
Vanessa Silberman is a creative activist and award-winning content strategist who joined the Levitt Foundation in 2012. As Senior Director of Communications & Strategic Initiatives, she has built a vast portfolio to share the inspiring impact of the Mortimer & Mimi Levitt Foundation... Read More →


Thursday October 17, 2019 3:00pm - 4:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

3:00pm

Beyond the Family: Building Boards and Advisory Boards
How do you identify and add non-family board members and how can you incorporate community perspectives while maintaining family legacy? An increasing number of family foundations have diversified their governance structures by adding non-family board members, or providing decision-making opportunities for community members and constituents. Bringing in new views and perspectives can help your family clarify your values and goals, and learn from outside expertise and community voices. This hands-on workshop will help you better understand how to prepare your foundation and how to engage non-family leaders.

Thursday October 17, 2019 3:00pm - 4:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

3:00pm

Painting Your Canvas: Supporting the Philanthropic Journey of Individuals and Families
How can staff of philanthropic families best strengthen their support of the philanthropic journeys (collective and individual) of family members and board members? In this interactive workshop, participants will explore and fill out a planning canvas that they can then take that home for further exploration and development. Results can be used to develop components for board meetings and family retreats, develop new next gen prep programs, and/or to identify future staffing or consulting needs.

Speakers
avatar for Tony Macklin

Tony Macklin

and NCFP Senior Program Consultant, Independent Consultant
Tony Macklin, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about purpose, use of resources, action planning, and learning. As executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing... Read More →


Thursday October 17, 2019 3:00pm - 4:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:30pm

Additional Receptions
More details coming soon.

Thursday October 17, 2019 4:30pm - 6:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:30pm

Clips and Conversation with "America to Me"
On the second evening of the conference, Thursday, Oct. 17, from 4:30-6 p.m., don't miss Clips and Conversation with America to Me, a 10-part documentary series that presents an exclusive look into an academic year at suburban Chicago's Oak Park and River Forest High School. Students, teachers and administrators from one of the country's highest performing and diverse public schools are profiled in the face of decades-old racial and educational inequities. The series delves into the experiences of the racially diverse student population, sparking conversations about what has and has not succeeded in the quest to achieve racial equity and overcome bias in education.
During the session, we'll watch several clips and have a conversation with a panel about the role giving families can play in shifting the narrative around race issues. We'll also explore how to create a film campaign that mirrors the fundamentals of issue campaigning, and the role that independent filmmakers can play in fostering greater understanding of pressing social issues.

Speakers
avatar for Vincent Stehle

Vincent Stehle

Executive Director, Media Impact Funders
Vincent Stehle is the executive director of Media Impact Funders. Before joining Media Impact Funders in 2011 as executive director, Vince was program director for Nonprofit Sector Support at the Surdna Foundation, a family foundation based in New York City. He also served as a media... Read More →


Thursday October 17, 2019 4:30pm - 6:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:30pm

Networking Break
Thursday October 17, 2019 4:30pm - 6:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

6:00pm

Dinner Plenary: What Do We Stand For? A Conversation and Celebration with Ginny Esposito
This special dinner discussion with NCFP Founding President Ginny Esposito will celebrate her transition to the role of Senior Fellow at NCFP. Ginny will be interviewed by a long-time peer and mentor in a lively conversation that explores important changes in the field over the past 20 years, looks at opportunities for the future, and share reflections on her more than two decades of service and leadership.

Speakers
avatar for Lisa Parker

Lisa Parker

NCFP Board Vice Chair, President of the Lawrence Welk Family Foundation
Lisa Parker brings 30 years of experience in philanthropy and nonprofit management to her work with philanthropic families. Since 1997 Lisa has been President and Executive Director of the Lawrence Welk Family Foundation, leading the Foundation’s initiatives to address poverty and... Read More →
avatar for Virginia Esposito

Virginia Esposito

Founder and President, National Center for Family Philanthropy
Virginia M. Esposito, is the founder and president of the National Center for Family Philanthropy. For more than 35 years, she has worked to advance private philanthropy through research and education. For 30 of those years, she has focused on the family philanthropic experience... Read More →
avatar for David Dodson

David Dodson

President, MDC
David Dodson is the President of MDC. Since joining MDC in 1987, David has directed major projects to increase postsecondary student attainment, address stalled economic mobility, sharpen philanthropy as a tool for addressing structural inequity, and build multiracial leadership across... Read More →
avatar for Dr. Ira Hirschfield

Dr. Ira Hirschfield

President Emeritus, Evelyn & Walter Haas, Jr. Fund
Ira Hirschfield served as president and a board director of the Evelyn and Walter Haas, Jr. Fund from 1992 to 2016. As president emeritus, he oversees the Fund’s investments and continues to play a leadership role in three of the Fund’s key community partnerships: Crissy Field... Read More →


Thursday October 17, 2019 6:00pm - 8:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611
 
Friday, October 18
 

7:45am

Breakfast Mini-Plenary: The Other 95%
Join your colleagues for breakfast at tables featuring discussions on causes you care about.

IRS requirements require that foundations pay out at least 5% of our assets each year on program. But what we do with the other 95% is just as important, beyond trying to ensure that our investment returns keep up with program outflows and inflation. Bring your own ideas and experiences to this facilitated discussion on the wide variety of strategies available for using all of your assets to meet your goals and mission – from impact investing and voting shareholder proxies to investing directly with social entrepreneurs seeking to address the equity gap and other key challenges of the 21st Century.

Speakers
avatar for June Wilson

June Wilson

Executive Director Emeritus, Quixote Foundation
June Wilson, executive director emeritus and board member of the Quixote Foundation, combines her talent as a dancer and choreographer with the operational expertise of a COO and strategic acumen of a CEO. She understands people’s physical and emotional interactions within a literal... Read More →
avatar for Richard Woo

Richard Woo

CEO, The Russell Family Foundation
Richard Woo is the chief executive officer of The Russell Family Foundation, where he collaborates with the board to guide the Foundation's strategic planning, programs and community affairs. Richard joined the organization in 2000 and has worked with three generations of the Russell... Read More →


Friday October 18, 2019 7:45am - 10:00am
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

7:45am

Breakfast Mini-Plenary: Avoiding Avoidance—Managing Family Dynamics
Join your colleagues for breakfast at tables featuring discussions on causes you care about.

Conflict is neither inherently good nor bad. Conflict will always occur in a family or organization that’s growing, evolving, and changing. In this session participants will explore typical situations where families might find themselves falling into the avoidance trap, and identify useful strategies for “avoiding avoidance” and other related tips and tools for managing family conflict.

Speakers
avatar for Dr. Stephen Treat

Dr. Stephen Treat

CEO Emeritus, Council for Relationships
Dr. Stephen R. Treat is a senior therapist and former director and CEO of Council for Relationships, the nation’s oldest and largest counseling agency. In his role as CEO, he managed the running of 14 clinical offices throughout the Greater Philadelphia area, numerous professional... Read More →


Friday October 18, 2019 7:45am - 10:00am
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

7:45am

Breakfast Mini-Plenary: Funding Advocacy and Policy Change
Join your colleagues for breakfast at tables featuring discussions on causes you care about.

Advocacy is an important tool for family philanthropists seeking to address mounting issues of inequality or for those who recognize that funding direct services alone is not enough to create lasting change. Advocacy, including grassroots organizing and policy advocacy, involves efforts to change the law or how the law is applied in order to address an injustice. Advocacy can support the democratic process by including the voices of those who are historically marginalized and facilitating their participation in the democratic process. In addition, successful advocacy efforts can change public opinion, defend existing rights or benefits, or make a compelling case to reverse or correct a situation.

Speakers
avatar for Tony Bowen

Tony Bowen

Senior Consultant, FMA
As Senior Consultant with FMA, Tony works with FMA’s Consulting and Advisory Services team to deliver strategic and operational insights to nonprofit and philanthropic clients across the country. Tony has served in foundation leadership and has a passion for building the capacity... Read More →


Friday October 18, 2019 7:45am - 10:00am
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:00am

Networking Break
Friday October 18, 2019 10:00am - 10:30am
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:30am

Impact Investing: Case Studies from Families Along the Journey
There are a lot of decisions involved in the path from converting to impact investing as your foundations continues to show the impact of this work.  An increasing number of giving families are exploring impact investing, dedicating either a small portion or, in some cases, all of their assets to this approach. Learn from the experiences and lessons learned of how families are navigating this across different stages.

Friday October 18, 2019 10:30am - 12:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:30am

A Conversation with the Next Generation
The next gen is changing our world and how it works. New ideas have transformed our lives like ride-sharing services and social media. Come learn from next gen philanthropic leaders about how their leadership roles within their families, foundations,  and across the field.  Leave this session with inspiration, ideas about making space for the next generation, and fresh ideas about new and old problems.

Friday October 18, 2019 10:30am - 12:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:30am

Having Fun While Making a Difference
How can we design board and family meetings that create and maintain the fun of getting together? What is the role of joy and familial love in effective family philanthropy? Join this interactive working session convened by a special NCFP working group of family foundation leaders looking for ways to make family foundation meetings more meaningful, fun, manageable, and productive. Bring your lessons learned and creative suggestions to this special brainstorming conversation!

Speakers
avatar for Bobbi Hapgood

Bobbi Hapgood

Board Member, Educational Foundation of America
Bobbi Hapgood is a nonprofit strategist who has spent the majority of her professional life working on organizational planning, fundraising, philanthropic leadership and board governance. Bobbi has served as executive director of the North Carolina Network of Grantmakers, communications... Read More →


Friday October 18, 2019 10:30am - 12:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:30am

Pride of Place: Families Making It Work
How and why are multi-generational families sustaining a commitment to place? What makes this place-based giving vibrant and effective over time — and how can it remain an effective strategy for the family, the foundation, and the community? This interactive session will build on learning from Pride of Place, NCFP's special interview study by President Ginny Esposito, and will feature the stories of two families with different governance structures who have successfully maintained their commitment to place.

Speakers
avatar for Gilbert Miller

Gilbert Miller

Board Chair, Bradley-Turner Foundation
Gilbert Miller serves as the Board Chair of the Bradley-Turner Foundation, a 5th generation foundation. He has been involved with the work of the Beloco Foundation for over a decade and a half, formally joining as a trustee in 2000. The grandson of its founder of Beloco, Gilbert... Read More →
avatar for Eliza K.T. Quigley

Eliza K.T. Quigley

Board President, Harris and Eliza Kempner Fund
avatar for Dr. Wynn Rosser

Dr. Wynn Rosser

President & CEO, T.L.L. Temple Foundation
Wynn Rosser is President & CEO of the Foundation. Wynn earned his bachelor’s, master’s and doctoral degrees from Texas A&M University as well as an associate degree from Kilgore College.Wynn’s awards and recognition include the H.S. Warwick Research Award for Outstanding Doctoral... Read More →
avatar for Abbe Temkin

Abbe Temkin

Senior Philanthropic Advisor, The Chicago Community Trust
Abbe Temkin is senior philanthropic advisor for The Chicago Community Trust, joining the Trust in 2013. She is responsible for a broad range of matters including charitable contributions, donor advised funds, supporting organizations and agency endowments.Before coming to the Trust... Read More →
avatar for Liz Thompson

Liz Thompson

CAFÉ President and Office Director, Cleveland Avenue Foundation for Education
As President of the Cleveland Avenue Foundation for Education (The CAFE), Liz is deeply engaged in the non-profit community and passionate about youth development and education. The CAFE is focused on college access and success and career readiness and attainment. Also, through the... Read More →

Sponsors

Friday October 18, 2019 10:30am - 12:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:30am

Flipping the Script: A Case Study of Shifting Foundation Power to Community
Changing the way we do things as foundations is not easy.  We have systems and processes that have worked very well for us for many years, even if these same systems and processes have not worked so well for the nonprofits we fund or the issues we care about. What happens when a foundation deeply listens to the community and then changes its approach so that the community has more voice and the foundation takes more direction from the activists and leaders on the ground? How can a funder be an asset beyond the grant check using its human, social, political and creative capital at the direction of the community?  Using a real case study of a foundation and grassroots activists who came together to address economic inequality and generational disinvestment for African Americans by establishing the only Black-led financial institution in the state, you will learn what went well, what went wrong. and the lessons that can be gleaned to help you think about shifting power and trusting that the solutions to community problems exist in those communities if you just learn to get out of your own way.

Speakers
avatar for Patrick Troska

Patrick Troska

President, The Jay & Rose Phillips Family Foundation of Minnesota
Patrick Troska has been with The Jay & Rose Phillips Family Foundation of Minnesota since October 2000, and was named Executive Director in January 2011. In 2018, he was promoted to President. In addition to providing leadership for the Foundation’s overall strategy, he also has... Read More →


Friday October 18, 2019 10:30am - 12:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:30am

International Giving: Finding the Connections
This session will explore the ins and outs of global giving and how family foundations can expand their giving portfolios to include both local and international causes. Hear recent trends across the world and learn from the inspiring stories of families who have been making a difference in communities across the world. Through their personal journeys, we  will explore more universal questions about their philanthropic giving, the interconnectedness of local and global approaches, and share experiences about the mistakes they’ve made and the lessons they’ve learned through their international philanthropy.

Speakers
avatar for Maggi Alexander

Maggi Alexander

Partner and Director of TPI's Center for Global Philanthropy, The Philanthropic Initiative (TPI)
Maggi Alexander is a Partner at TPI and directs TPI’s Center for Global Philanthropy. In this role she supports individuals and families, foundations, and corporations in aligning their philanthropy with their values in ways that are more strategic. An entrepreneurial leader, Maggi has spent over 30 years focused on philanthropy to improve the quality of life for low... Read More →
avatar for Karen Keating Ansara

Karen Keating Ansara

Fund Advisor, Ansara Family Fund
Karen and her husband Jim make grants to end global poverty and promote health access primarily in Haiti via their donor-advised fund at The Boston Foundation. Karen chairs the Board of New England International Donors, a peer-to-peer learning hub for global philanthropists and grantmakers... Read More →
avatar for Emily Nielsen Jones

Emily Nielsen Jones

Founding Partner & Trustee, Imago Dei Fund
Emily is a donor-activist engaged in promoting human equality, justice, and peace around the world. She is particularly passionate and engaged in the nexus of faith, gender, and development and working to mobilize our faith traditions to more fully and unambiguously embrace gender... Read More →

Sponsors

Friday October 18, 2019 10:30am - 12:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

12:00pm

Networking Break
Friday October 18, 2019 12:00pm - 12:15pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

12:15pm

Closing Lunch Plenary: Transitions and Legacy at the Turner Foundation
Over the past two decades, the Turner Foundation has welcomed new leadership, ideas, and perspectives to its board. How do legacy and values transcend those changes, while incorporating the next and new generation? This special conversation with the President and two generations of leadership from the foundation will explore past, present, and future transitions.

Speakers
avatar for Katherine Lorenz

Katherine Lorenz

NCFP Board Chair, President of the Cynthia and George Mitchell Foundation
Katherine Lorenz is President of the Cynthia and George Mitchell Foundation, a grantmaking foundation focusing on environmental sustainability in Texas. Previously, she served as Deputy Director for the Institute for Philanthropy, whose mission is to increase effective philanthropy... Read More →
avatar for Judy Adler

Judy Adler

President, Turner Foundation
As President of the Turner Foundation, Judy is responsible for implementing the foundation's mission of protecting and restoring our natural systems - the air, land, and water on which all life depends. Before being appointed as President, Judy spent ten years managing the energy... Read More →
avatar for Laura Turner Seydel

Laura Turner Seydel

Captain Planet Foundation Chairperson, Turner Foundation Trustee
Laura Turner Seydel is an international environmental advocate and eco-living expert dedicated to creating a healthy and sustainable future for our children. Laura is chairperson of the Captain Planet Foundation, which has worked worldwide for 27 years to activate generations of environmentally... Read More →
avatar for Vasser Seydel

Vasser Seydel

Trustee-Elect, Turner Foundation
Vasser Seydel recently graduated with cum laude honors from the University of Georgia, earning a Bachelor of Arts degree in Communications. During her time in Athens, Vasser worked for the UGA’S Office of Sustainability as the Grants and Engagement Director and represented her university... Read More →


Friday October 18, 2019 12:15pm - 2:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611