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Wednesday, October 16
 

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 →


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
This session will be designed by the Host Committee to highlight key trends and restorative justice challenges in Chicago philanthropy.  Additional details coming soon.

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 →


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 Doug Williamson

Doug Williamson

Trustee, Kettering Family Foundation
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 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 Peter Williamson

Peter Williamson

Next Gen Family Member, Kettering Family Foundation
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.


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.

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.

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
NCFP’s benchmark Trends study found that regardless of age or size, family foundations that are engaging their younger members believe new generations bring innovative ideas and vibrancy to the foundation. This network shares resources, tools, and strategies for inspiring and engaging new generations of your family. Stay tuned for a specific description of this session to be curated by our co-chairs.

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 →


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.

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 →


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
NCFP's Non-family Staff Peer Network is designed for senior level non-family staff members. Build a network of your peers facing the unique challenges, complications, and joys that are inherent in this role. Stay tuned for a specific description of this session to be curated by our co-chairs.

Speakers
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 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 →


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 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
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

7:45pm

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 7:45pm - 9:00pm
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

Vice President of Programs and Advocacy, Schott Foundation
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.

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 session 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 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

Senior Associate, 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
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. More details are pending at this time.

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

2:00pm

Chicago Off-Site Session: Chicago River Tour
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. More details are pending at this time.

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

2:00pm

Chicago Off-Site Session: Urban Community 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. More details are pending at this time.

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

Low/No-Cost Tech Tools for Internal and Board Communications, Tracking Impact, and More
Family philanthropies have the opportunity to leverage a wide and growing variety of technology to improve our philanthropic work. Every day there are new inventions that you can use to engage further with your community, track success, and refine approach. Join this “tech fair” showcasing a wide variety of tech tools for internal & board communications, grants, impact & 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 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

What I Wish I Had Known: Great Mistakes
Wouldn’t it be great to know what you need to know now rather than when it’s too late? Now’s your chance! In this entertaining and highly interactive session— a follow-up to our highly popular “Best Mistakes I Ever Made” session at the 2015 National Forum— you’ll hear from 20 (or more!) experienced colleagues about the advice or perspectives they wish they had known when first getting involved in family philanthropy. Participants will also be given the chance to share their own dilemmas to crowdsource solutions and advice.

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

3:00pm

Diversifying to Build the Board Your Foundation Deserves
An increasing number of family foundations are diversifying their governance structures by adding non-family board members, and finding other ways to directly engage community members and constituents. Bringing in new views and perspectives allows families to better get to know themselves, harnessing their focus on family giving with additional expertise and focus from community voices.  This hands-on workshop will help participants better understand the policies and practices to consider while composing a board: What are our values and vision? What are our expectations for board composition? How do you identify and add non-family board members and how can you incorporate community perspectives while maintaining family privacy and legacy?

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

Film & Conversation
Media Impact Funders has helped curate several “Clips and Conversation” sessions at annual conferences for PSO colleague organizations. Both as a way to enlighten the attendees on a particular subject and as a way to encourage more funders to support documentary films and impact strategies. MIF will work with the Planning Committee to identify a topic and related film. They will organize a special conversation with the filmmaker, a funder of the film, and identify a moderator. The conversation will be interspersed with clips from the film.

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.

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.

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 discussion will feature two foundations with different governance structures who have found very different ways to retain their commitment to place.


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.


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

10:30am

The Solutions to Issues Exist in Those Affected Communities
Foundation assets are held in the public trust, yet decisions about how foundations distribute these assets have historically been made behind closed doors and with little to no public input. What would happen if those closest to the issues your foundation supports were a part of the process of setting priorities and making funding decisions? This democratization of philanthropy poses a particular set of challenges and opportunities that could bring fresh perspectives to our overall philanthropic work.  This session will focus on how to open the doors and windows to the community that could revolutionize our work by centering community perspective and community members throughout your grantmaking work to accomplish a shared set of goals.

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