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Wednesday, October 16
 

9:00am

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!

Speakers
avatar for 2019 National Forum Planning Committee

2019 National Forum Planning Committee

National Center for Family Philanthropy
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 →
avatar for Reginald Jones

Reginald Jones

President and CEO, Jacobs Family Foundation and Jacobs Center for Neighborhood Innovation
Overseeing the organization’s greater mission and goals since 2012, Reginald Jones is president and chief executive officer of the Jacobs Family Foundation and the Jacobs Center for Neighborhood Innovation.Through the Jacobs Center for Neighborhood Innovation, Jones leads efforts... Read More →
avatar for A. Sparks (Planning Committee Co-Chair)

A. Sparks (Planning Committee Co-Chair)

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 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 Sharmila Rao Thakkar

Sharmila Rao Thakkar

Advisor, SRT Advising & Consulting LLC
Sharmila Rao Thakkar, MPH, MPA, is a philanthropy and nonprofit consultant at SRT Advising & Consulting in New York City. Utilizing expertise in leadership development, program implementation, resource development and communications, she advises clients on operations, strategy, board... Read More →
avatar for Urvashi Vaid

Urvashi Vaid

CEO, The Vaid Group
Urvashi Vaid is an attorney and organizer whose leadership in the lesbian, gay, bisexual and transgender (LGBT) and social justice movements spans legal, advocacy, philanthropic, and grassroots organizations.Vaid is CEO of The Vaid Group LLC, a social innovation firm that works with... 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 →



Wednesday October 16, 2019 9:00am - 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 Gilbert Miller

Gilbert Miller

Trustee, Beloco Foundation, 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 A. Sparks (Planning Committee Co-Chair)

A. Sparks (Planning Committee Co-Chair)

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 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 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, The 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.

Related Resources


Speakers
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 →
avatar for Jim Parsons

Jim Parsons

President, The Brinson Foundation
Jim Parsons is the President of The Brinson Foundation, a private family foundation based in Chicago which supports education and scientific research programs. Jim is a past chair of the Board of Directors of Forefront (formerly Donors Forum), where he continues to serve on the Development... Read More →
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 →


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

2:00pm

Ask the Expert
Ask the Expert will be an opportunity for attendees to meet privately with legal and financial experts to discuss issues pertinent to the management of their foundation. Attendees will gain valuable advice and insights from two seasoned professionals through these one-on-one meetings. Andras Kosaras, Counsel at Arnold & Porter, and Trish Tweedley, Senior Director of Development and Exempt Organizations at KPMG, will each be available for individual Ask the Expert sessions on Wednesday and Thursday of the National Forum. A sign-up sheet will be distributed prior to the Forum – attendance is limited.

Speakers
avatar for Andras Kosaras

Andras Kosaras

Counsel, Arnold & Porter
Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and operational matters, including structuring domestic and international programs, grantmaking, and business ventures. He also represents individuals and corporate... Read More →
avatar for Trish Tweedley

Trish Tweedley

Senior Director, Development and Exempt Organizations, KPMG
Trish Tweedley has more than 25 years of experience in the tax-exempt sector working with a wide range of tax-exempt organizations, including private and corporate foundations, institutions of higher education, governmental entities NGOs, and other organizations with local, national... Read More →


Wednesday October 16, 2019 2:00pm - 5:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

2:30pm

Capturing and Honoring Family Legacy
Capturing and sharing your family’s history — in particular, the story of the founders — is critical to 1) understanding and appreciating your philanthropy and 2) providing a window into this rich heritage for the extended family, including the younger generations. This session examines both the why and how of capturing your family legacy, sharing examples from a range of family foundations and addressing the challenges they faced, and overcame, along the way.

Related Resources

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 →
avatar for Virginia

Virginia "Virg" Gentilcore

Director, Family Philanthropy and Events, Bainum Family Foundation
As Director, Family Philanthropy and Events for the Bainum Family Foundation. Virginia “Virg” Gentilcore serves as the Foundation’s primary liaison to the family members — engaging all four generations in philanthropy, managing their giving strategies and perpetuating our... Read More →
avatar for Yuval Lion

Yuval Lion

Production Director, MYLKmedia
Yuval Lion is the Production Director and co-founder of MYLKmedia, a New York based production company that creates award-winning advocacy films for nonprofits, foundations, educational organizations, and others. Yuval previously had a 15 year career producing international news stories and features for the AP, NBC News and PBS. He has twice been... 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 →


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 Marshaun Bacon

Marshaun Bacon

Becoming A Man (BAM) Replication Specialist, Youth Guidance
Marshaun Bacon is the Becoming A Man (BAM) Replication Specialist for the Chicago nonprofit Youth Guidance, a school-based agency dedicated to supporting at-risk youth. He was born and raised on the South Side of Chicago. A graduate of Morgan Park High School, he was exposed to many... Read More →
avatar for Dr. Laura Ramirez

Dr. Laura Ramirez

Executive Director, Chicago Freedom School
Laura J. Ramírez was born in Mexico City and raised in Nezahualcoyotl and Little Village from the age of 13. She holds a doctorate in Educational Policy Studies from the University of Illinois at Chicago. Her work to advance a quality public education for all children at the local... Read More →
avatar for Dr. Diana Rauner

Dr. Diana Rauner

President, The Ounce of Prevention Fund
Diana Mendley Rauner, Ph. D., learned early from her parents the importance of participating in the community. As a young adult, Diana spent time volunteering at a settlement house in New York to help teach ex-offenders to read. After witnessing the education inequities in our country... Read More →
avatar for Brandon Thorne

Brandon Thorne

Senior Program Officer, W. Clement & Jessie V. Stone Foundation
Brandon Thorne is senior program officer with the WC Stone Foundation where he supports the organization’s national grant making in early childhood development, youth development, education and scholarships. Prior to joining the WC Stone Foundation, Thorne served as program officer... Read More →


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?

Related Resources

Speakers
avatar for Ricardo Estrada

Ricardo Estrada

President and CEO, Metropolitan Family Services
Ric Estrada is CEO of Metropolitan Family Services. Founded in 1857 Metropolitan is one of Illinois’ largest and best respected human services agencies. Since joining Metropolitan in 2011 Estrada has helped the agency more than double in revenueand families served.Estrada has nearly... Read More →
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 Lucas Johnson

Lucas Johnson

Executive Director - Civil Conversations Project, The On Being Project
Lucas Johnson has deep, global experience in conflict resolution and community organizing. He has been shaped by his time learning from veterans of the Civil Rights Movement in the U.S., most closely Vincent Harding and Dorothy Cotton, and by his work with human rights activists around... 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. Learn from the experiences of the Duchossois Family Foundation and the Mayer and Morris Kaplan Family Foundation before tackling a multi-generational, active case study of current challenges and potential solutions with the Kettering Family Foundation.

Related Resources
A Legacy Lives On: the Kaplan Family Foundation's Successful Leadership Transition
Passing the baton? Sharing Leadership Among Generations
Successful Succession: Inspiring and Preparing a New Generation of Charitable Leaders

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 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 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 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 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.

Speakers
avatar for Jenny Arwade

Jenny Arwade

Co-Executive Director, Communities United
Jennifer Arwade is Co-Executive Director of Chicago-based Communities United (CU), a grassroots, intergenerational organization committed to advancing racial justice. CU's approach is centered around transformative leadership development, the creation of healing and justice spaces... Read More →
avatar for Ray Holgado

Ray Holgado

Board Member, Andrus Family Fund
Ray Holgado is a board member at the Andrus Family Fund and the Program Officer for Criminal Justice Reform at the Chan Zuckerberg Initiative.
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 →
avatar for Liz Sak

Liz Sak

Executive Director, Cricket Island Foundation
Liz Sak 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 Mona Yeh

Mona Yeh

Communications Director, Funders' Collaborative on Youth Organizing
Mona has followed her work in nonprofits, communications, media production, youth development, and civic education to Chicago, DC, and Hyderabad, India to train and work with communities around how to use media for action and change. These organizations include Free Spirit Media... 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.

Related Resources

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

Principal, 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 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 smaller foundations and funds 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 Leigh Adams

Leigh Adams

Executive Director, Ausherman Family Foundation
Leigh Adams is the Executive Director for Ausherman Family Foundation. She comes to the Foundation with more than 15 years of experience in the nonprofit sector and has a passion for connecting people together for the greater good.Leigh holds a Bachelor of Arts degree from Salisbury... Read More →
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 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

4:15pm

“Phil” Talks: How Can Family Philanthropy Better Support Diverse Communities?
Even with the growing focus on diversity, equity and inclusion, a disparity remains in the philanthropic dollars that support groups led by and for people of color and the LGBTQ community. In fact, researchers estimate that less than 7% of all philanthropic dollars go specifically to organizations that serve racial and ethnic minorities and less than 0.3% to the LGBTQ community. This “Phil” Talk session will provide an opportunity for participants to hear from field experts who will share insights into the needs of different communities and offer suggestions on how family philanthropy can provide deeper and more equitable support. We hope you will walk away from this session better informed and inspired to integrate new knowledge on the needs and opportunities of diverse communities into your giving.

Speakers
avatar for Carly Hare

Carly Hare

National Director/Coalition Catalyst, CHANGE Philanthropy
Carly Hare (Pawnee/Yankton) strives to live a commitment to advancing equity and community engagement through her professional and personal life. Carly serves as the Coalition Catalyst/National Director of CHANGE Philanthropy. Carly lead Native Americans in Philanthropy as its Executive... Read More →
avatar for Andy Kang

Andy Kang

Executive Director, Asian Americans Advancing Justice | Chicago
Andy Kang brings over a decade of expertise in civil and human rights advocacy to his position as Executive Director of Asian Americans Advancing Justice | Chicago. As Executive Director, Andy leads the organization’s efforts to achieve its mission: to build power through collective... Read More →
avatar for Heather Miller

Heather Miller

Executive Director, American Indian Center
Heather Miller is an enrolled member of the Wyandotte Nation from Oklahoma.  Her passion for seeing Native American organizations succeed inspires her in her role as the current Executive Director of the American Indian Center in Chicago.  She began her professional career working... Read More →
avatar for A. Sparks (Planning Committee Co-Chair)

A. Sparks (Planning Committee Co-Chair)

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 Hilda Vega

Hilda Vega

Senior Manager, Programs, Hispanics in Philanthropy
Hilda Vega is the Senior Manager, Programs, at Hispanics in Philanthropy. Hilda supports the development and implementation of programs that amplify Latino leadership and voice through grantmaking, donor education, and strategies that redefine philanthropy.She most recently served... Read More →



Wednesday October 16, 2019 4:15pm - 5:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

4:30pm

Board Members Peer Gathering
Board members are the lifeblood of family foundations. They guide grantmaking strategy and direction, make difficult decisions, plan for the future, navigate personal and professional dynamics, and support leaders in the field and communities they serve. Join this space to engage with your peers about your challenges, favorite resources, and lessons learned.

Related Resources

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 →
avatar for Alexis Marion

Alexis Marion

Trustee, Program Officer and Junior Board Advisor, Frieda C. Fox Family Foundation
Alexis Marion, in addition to being a trustee, is the Program Officer and Junior Board Advisor for the Frieda C. Fox Family Foundation. In her role, she oversees the day-to-day grant administration and guides the Junior Board members (ages 8-21) in their grantmaking. Alexis considers... Read More →
avatar for Ross D. Siragusa, III

Ross D. Siragusa, III

Board Chair and President, Siragusa Family Foundation
Ross D. Siragusa, III is a 3rd Generation Board Member and Chair of The Siragusa Family Foundation. Ross' terms on the Siragusa Board are 1984-1986 and continuously from 1997. In addition, he is the Chair of the California League of Food Producers, Advisory Board Member of Breakthrough... Read More →


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: Racial Biases in Our Children and Ourselves
A growing body of research indicates that the best time to start engaging children on race is at a very young age, as their biases start to emerge but before those biases have become entrenched. Consider that by the time children enter kindergarten, most harbor biases of their own. That said, we also have promising insights into how to recognize and challenge the biases young people develop, and that we, their parents and caregivers, also have. Join the co-founder of EmbraceRace for a presentation and conversation that considers some of the evidence for racial bias and steps we can take to push back against it - in our children and ourselves.

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 Dr. Andrew Grant-Thomas

Dr. Andrew Grant-Thomas

Co-Founder, EmbraceRace
Andrew Grant-Thomas is co-developer of EmbraceRace, a multiracial community of parents, teachers, experts, and other caring adults who support each other to meet the challenges that race poses for our children, families, and communities. EmbraceRace works to identify, organize, and, as needed, create the tools, resources, discussion... Read More →
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
Family members serving as paid or volunteer staff in their foundation experience special challenges and successes in their role. Join your peers to share family staff perspectives, solutions and experiences.

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.

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 guide participants through exercises that demonstrate the power of mindset. Attendees will learn how subtle changes in the way we think can have a significant impact on how we feel, act, and show up in our lives. If you are ready to level up as a leader or are craving more balance in your life, this session is for you. Identify a few key obstacles holding you back from who you want to be in advance and learn how to eliminate these barriers forever.

Related Resources

Speakers
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 →
avatar for Ellie Frey Zagel

Ellie Frey Zagel

Coach, Podcaster, Founder, Successful Generations, Vice Chair and Trustee, Frey Foundation
Through her company, Successful Generations, Ellie Frey Zagel offers coaching and support to next gen leaders in the family philanthropy and family business space. Her coaching is designed to help leaders find balance in their lives, achieve their goals, and ultimately attain personal... 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 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 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 →


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.

Related Resources

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

Former President of the Orfalea Foundation, Philanthropic 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 consults with a variety of private and public corporations, as well as nonprofit organizations. His areas of specialty are strategic planning, marketing, brand positioning, and communications program design.His corporate client experiences involve global leaders in a range... Read More →


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

6:00pm

Host Committee 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. Live entertainment will be provided by The People’s Music School, the first and only completely free music school of its kind in the country. People’s is 100% free, 100% underserved, over 90% of color, and has a 100% high school graduation and college attendance rate. After the reception, walk to one of the many fabulous Chicago restaurants nearby to keep the conversation going!

Speakers
avatar for The People's Music School

The People's Music School

The People's Music School's mission is to deliver access to the benefits of high-quality, tuition-free music education. Through intensive instruction and performance, our students achieve excellence in music that transfers to other areas in life. They grow musically, socially, emotionally... Read More →



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 Liz Thompson

Liz Thompson

President - The CAFÉ, Cleveland Avenue Foundation for Education
As President of the Cleveland Avenue Foundation for Education, Liz Thompson is deeply engaged in the non-profit community and passionate about youth development and education.She began her formal role working with non-profits in 1993 when she was named founding Executive Director... Read More →
avatar for Edgar Villanueva

Edgar Villanueva

and Board Member, Andrus Family Fund, 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

10:00am

Ask the Expert
Ask the Expert will be an opportunity for attendees to meet privately with legal and financial experts to discuss issues pertinent to the management of their foundation. Attendees will gain valuable advice and insights from two seasoned professionals through these one-on-one meetings. Andras Kosaras, Counsel at Arnold & Porter, and Trish Tweedley, Senior Director of Development and Exempt Organizations at KPMG, will each be available for individual Ask the Expert sessions on Wednesday and Thursday of the National Forum. A sign-up sheet will be distributed prior to the Forum – attendance is limited.

Speakers
avatar for Andras Kosaras

Andras Kosaras

Counsel, Arnold & Porter
Andras Kosaras represents domestic and international tax-exempt organizations on a broad range of regulatory, transactional and operational matters, including structuring domestic and international programs, grantmaking, and business ventures. He also represents individuals and corporate... Read More →
avatar for Trish Tweedley

Trish Tweedley

Senior Director, Development and Exempt Organizations, KPMG
Trish Tweedley has more than 25 years of experience in the tax-exempt sector working with a wide range of tax-exempt organizations, including private and corporate foundations, institutions of higher education, governmental entities NGOs, and other organizations with local, national... Read More →


Thursday October 17, 2019 10:00am - 4:30pm
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 shifting this mindset in the sector.

Related Resources

Speakers
avatar for Kara D'Angelo

Kara D'Angelo

Executive Director, The Patrina Foundation
Kara D'Angelo has served as the Executive Director of The Patrina Foundation since 2007. Focusing on improving the lives of girls and women in the New York Metropolitan area, the Patrina Foundation provides general operating and multi-year grants to bolster locally-based organizations... Read More →
avatar for Deborah Estes

Deborah Estes

Chair, Specialty Family Foundation
Deb Estes serves as Chair of Specialty Family Foundation and is a Founding Board member. Deb currently serves as Co-Chair of Loyola Marymount University’s School of Education Board of Visitors, Chair of Catholic Education Council for the Archdiocese of Los Angeles and Chair of the... Read More →
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 →
avatar for David Weitnauer

David Weitnauer

National Center for Family Philanthropy, Treasurer, R. Howard Dobbs, Jr. Foundation, President
David Weitnauer has been President of the R. Howard Dobbs, Jr., Foundation since 2007. He came to the Dobbs Foundation following an 11 year relationship with the Rockdale Foundation where he was a founding board member and its first Executive Director.David serves as a board member... 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: Racial Equity: Embracing Our Collective Leadership
Listen as current NCFP Fellows Mary Mountcastle, June Wilson, and Kelly Nowlin talk with moderator Reginald Jones about their racial equity journeys. They will be joined by Performance Lecturer and Global Hip Hop “RAPtivist” Aisha Fukushima who will engage us in process of collective courage and mindfulness. The session will include moments for reflection, contemplation, and small group discussions, exploring questions such as: How can we be present, vulnerable and resilient in conversations about race and in uncomfortable spaces? What can we do to teach and understand the implications and impacts of historical and structural racism? How can we acknowledge our implicit biases and accept that we will make mistakes? What does it mean to turn the mirror on ourselves to create accountability as trustees and staff in family philanthropy? Where are the opportunities to heal (individually & collectively) and use our resources to advance racial equity?

Related Resources

Speakers
avatar for Aisha Fukushima

Aisha Fukushima

Founder, RAPtivism
Aisha Fukushima is a Singer, Speaker, Educator, and ‘RAPtivist’ (rap activist). Fukushima founded RAPtivism (Rap Activism), a hip hop project spanning 20 countries and four continents, amplifying universal efforts for freedom and justice. She is a multilingual, multiracial African... Read More →
avatar for Reginald Jones

Reginald Jones

President and CEO, Jacobs Family Foundation and Jacobs Center for Neighborhood Innovation
Overseeing the organization’s greater mission and goals since 2012, Reginald Jones is president and chief executive officer of the Jacobs Family Foundation and the Jacobs Center for Neighborhood Innovation.Through the Jacobs Center for Neighborhood Innovation, Jones leads efforts... Read More →
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 Alice Buhl

Alice Buhl

Inaugural Senior Fellow, National Center for Family Philanthropy
Alice Buhl is the Inaugural Senior Fellow to the National Center for Family Philanthropy and its Board of Directors. She was a founding board member of the National Center for Family Philanthropy and led the development of the “Pursuit of Excellence” assessment process. She also... 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 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 - 12:15pm
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.

For those attending the off-site visits at 2 pm, please sit towards the rear of the room (tables noted with reserved signs) to exit the session early. Thank you!

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 Jim Parsons

Jim Parsons

President, The Brinson Foundation
Jim Parsons is the President of The Brinson Foundation, a private family foundation based in Chicago which supports education and scientific research programs. Jim is a past chair of the Board of Directors of Forefront (formerly Donors Forum), where he continues to serve on the Development... 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 →
avatar for Ellie Frey Zagel

Ellie Frey Zagel

Coach, Podcaster, Founder, Successful Generations, Vice Chair and Trustee, Frey Foundation
Through her company, Successful Generations, Ellie Frey Zagel offers coaching and support to next gen leaders in the family philanthropy and family business space. Her coaching is designed to help leaders find balance in their lives, achieve their goals, and ultimately attain personal... 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 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 Christina Herzog

Christina Herzog

Program Director, Crown Family Philanthropies
Christina Herzog is the director of education programs at Crown Family Philanthropies (CFP). She leads CFP’s education funding strategy and investments, which aim to ensure all young people in Chicago have equitable access to a high-quality education that prepares them for post-secondary... Read More →
avatar for Aurora Toshiko King

Aurora Toshiko King

Director of Education, Marwen
Aurora Toshiko King recently joined Marwen as Director of Education. Prior to this role, she spent five years as the Director of Programs at Destiny Arts Center in Oakland, CA, where she worked to develop social-justice-focused creative youth development programs. Her work is rooted... Read More →
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
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

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.

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
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

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.

Family Foundations played a major role in making the vision for the Farm on Ogden a reality, supporting both the capital campaign and the Windy City Harvest program. Harrison Steans of the Steans Family Foundation served as a board member of the Chicago Botanic Garden and was a staunch advocate for the expansion of Windy City Harvest. He championed support for the Farm on Ogden and was instrumental in making it a reality. He was present at the Farm’s opening in 2018, and sadly passed away early in 2019.

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 participants.


Speakers
avatar for Angela Mason

Angela Mason

Senior Director & Associate Vice President of Community Engagement, Windy City Harvest
In more than 12 years with the Chicago Botanic Garden, Angela Mason has grown the urban farming/Windy City Harvest program from one site to 13 throughout Cook and Lake Counties. She has managed Windy City Harvest from its second year through the development of the certificate program... Read More →
avatar for Lois Morrison

Lois Morrison

Executive Director, The Harold M. & Adeline S. Morrison Family Foundation
Lois Morrison serves as executive director of the Harold M. and Adeline S. Morrison Family Foundation, a foundation committed to working in partnership with others to advance economic and ecological health through environmental education programs, particularly to benefit underserved... Read More →



Thursday October 17, 2019 2:00pm - 5:30pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

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

Grantmaking Strategies to Address Structural Racism Head On
What is the role of family philanthropy in addressing structural racism and bias in our communities? Learn some key fundamentals that should be considered as critical to grantmaking with a racial equity or racial justice lens, including what distinguishes one from the other. What strategies have others used, and what do you need to know before getting deeply involved? In addition to clarity & guidance from experts in the field, engage in facilitated peer learning discussions to share & explore what other family foundations are grappling with & learning as they tackle racial inequity & injustice head on.

Related Resources

Speakers
avatar for Terry Keleher

Terry Keleher

Director of Strategic Innovations, Race Forward
Terry Keleher has served as a consultant to many leading social justice organizations and government agencies, and is a sought-after presenter and trainer, featured at conferences and events around the countryHe has authored several reports and educational resources on racial equity... Read More →
avatar for Lori Villarosa

Lori Villarosa

Founder and Executive Director, Philanthropic Initiative for Racial Equity
Lori Villarosa is the founder and executive director of the Philanthropic Initiative for Racial Equity (PRE), which has had the mission of increasing the amount and effectiveness of resources aimed at combating institutional and structural racism since 2003.Villarosa has been a pioneer... 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
How can you leverage technology to improve your governance, grantmaking, and management processes? And how can you support and partner with grantees to assist them in adopting new technology? Learn more about new and not-so-new tech solutions and tools, and find new resources for advancing your own philanthropy.

Related Resources:


Speakers
avatar for Marlene Corrado

Marlene Corrado

Program Officer, Communications & NextGen Engagement, William J. and Dorothy K. O'Neill Foundation
Prior to joining the William J. and Dorothy K. O'Neill Foundation in 2017, Marlene was the Manager of Development & Marketing and Executive Assistant to the President at the National Center for Family Philanthropy. She has served on the steering committee of Emerging Practioners in... Read More →
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 →
avatar for Meghan Zimmerman

Meghan Zimmerman

Director of Strategy & Business Development, Thierer Family Foundation
Meghan Zimmerman is the Director of Strategy and Business Development at the Thierer Family Foundation, a Chicago-based family foundation focused on helping nonprofits leverage technology in order to be more effective, efficient, and sustainable. In this role, Meghan is responsible... Read More →


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

3:00pm

So, what is Passing Gear Philanthropy, anyway… and what can it do for your foundation?
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?

Join this informal conversation with the founder of Passing Gear Philanthropy and funders who have adopted this approach to learn what it looks like in action and how you can cultivate these strategies.

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

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.

Related Resources


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 Jessica Sarowitz

Jessica Sarowitz

Managing Family Director, Julian Grace Foundation
Mrs. Sarowitz is the Managing Partner of Sarowitz Family LLC, a single family office that oversees the family’s private businesses, real estate, and socially responsible investments in diverse industries such as domestic and international payroll, heathy foods and lifestyle, film-making... Read More →
avatar for Steve Sarowitz

Steve Sarowitz

Family Director, Julian Grace Foundation
Steve Sarowitz is Founder and Chairman of Paylocity (Nasdaq: PCTY), a leading U.S. provider of payroll and HR solutions. In addition, Steve also serves as CEO of Blue Marble, an international payroll provider, and as Director of Payescape, a UK payroll provider. He is also an international... 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.

Related Resources

Speakers
avatar for Dr. Chris Cardona

Dr. Chris Cardona

Board Member, Winthrop Rockefeller Foundation
Chris Cardona programs the Philanthropy portfolio and serves on the BUILD team at the Ford Foundation in New York City. As program officer, he is responsible for designing and implementing a grantmaking strategy to build an enduring capacity to advance diversity, equity, and inclusion... Read More →
avatar for Tami Cohen

Tami Cohen

Executive Director, Regeneration Fund
Tami Cohen is the Executive Director of Regeneration Fund, a family foundation guided by Jewish values with a mission of supporting grassroots organizations across the state of Illinois. She brings to the role a passion for economic and environmental justice, and a deep commitment... Read More →
avatar for Laura Donnelley

Laura Donnelley

Director, Gaylord & Dorothy Donnelley Foundation
Laura Donnelley is a board member of the Gaylord & Dorothy Donnelley Foundation. Laura has pursued her passion for innovative artwork in many ways. She founded the Good Works Foundation, which supports innovative approaches to education and cultural enrichment, individual and world... Read More →
avatar for Ray Holgado

Ray Holgado

Board Member, Andrus Family Fund
Ray Holgado is a board member at the Andrus Family Fund and the Program Officer for Criminal Justice Reform at the Chan Zuckerberg Initiative.
avatar for Dr. Antonio Lopez

Dr. Antonio Lopez

Advisory Board Member, The Heartland Fund
Dr. Antonio Reyes López is an independent writer, educator, and consultant.  Formerly the Executive Director of the Little Village Environmental Justice Organization (LVEJO) in Chicago, Dr. López now supports and advises philanthropy and university leaders working to achieve racial... Read More →



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

Clips and Conversation with "America to Me"
On the second evening of the conference, Thursday, Oct. 17 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. Watch the complete episodes of "America to Me" here.

Speakers
avatar for Steve James

Steve James

Director of "America to Me", Filmmaker
Steve James previous work includes Hoop Dreams, winner of every major critics prize and a Directors Guild of America Award, a Peabody and Robert F. Kennedy Award. Other award winning films include Sundance winner, Stevie; International Documentary Association winning docuseries... Read More →
avatar for Laura Compton

Laura Compton

Impact Producer, The Arthur M. Blank Family Foundation
Laura loves creating inclusive environments. Since 2016, Laura has been working as an impact producer and consultant for foundations, small businesses and nonprofits. Through a partnership with The Arthur M. Blank Family Foundation, Laura worked as the impact producer to heighten... Read More →
avatar for Kendale McCoy

Kendale McCoy

Former Student, Oak Park and River Forest High School
Kendale was born and raised in Oak Park, IL. At a young age he realized he was musically talented and continues to use music to cope with the many struggles in his life. Kendale graduated from OPRF in 2016 and currently attends Cornell College. He is a junior this year and plans to... Read More →
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 →
avatar for Tyrone Williams, Jr.

Tyrone Williams, Jr.

History Teacher, Oak Park and River Forest High School
Tyrone W. Williams, Jr. earned both a Bachelor of Arts degree in Liberal Arts (1997) and a Masters degree in Education from the University of Illinois at Urbana-Champaign (2000).  During his time in Champaign-Urbana he competed for the Track and Field team where he earned All Big... Read More →
avatar for Lisa Zimble

Lisa Zimble

Impact Producer, "America to Me", Participant Media
Lisa Zimble is passionate about public education and is a filmmaker. She is currently the impact producer of Participant Media’s America to Me: Real Talk campaign, using the docuseries to create awareness, conversation and change around issues of racial equity in schools. Lisa produced... Read More →



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

4:30pm

Reception - Celebrate Changemakers Everywhere
Celebrate Changemakers Everywhere
Reception sponsored by Ashoka
Reception 4:30-6:00 PM – brief program at 5:30 PM

Join your peers for drinks and conversation at this reception hosted by Ashoka. This will be a chance to informally reflect on the values that motivate your giving, and on what makes you most hopeful about the future.

Sponsors
avatar for Ashoka

Ashoka

Ashoka is the world’s largest network of social entrepreneurs — men and women with bold ideas and transformative solutions to our more pressing social problems. Its support for early-stage innovators is leveraged many times over: in the form of organizational growth, culture and... Read More →


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

4:30pm

Reception - The Chicago Prize: A Place-Based Competition
The Chicago Prize: A Place-Based Competition 
Reception sponsored by the Pritzker Traubert Foundation
Reception 4:30-6:00 PM – brief program at 5:00 PM

Join your colleagues and the Pritzker Traubert Foundation for light hors d'oeuvres and conversation about The Chicago Prize, a competition to award $10 million to an initiative on the South and/or West Side of Chicago that uses neighborhood development and revitalization to build and expand social capital, collaboration and cohesion. PTF will share its experiences launching a major challenge grant competition to incentivize collaboration and elevate strong leaders and compelling initiatives underway across the city.

PTF’s experience will be of particular interest to place-based foundations and anyone interested in using a challenge competition to improve their community.

Speakers
avatar for Cindy Moelis

Cindy Moelis

President, Pritzker Traubert Foundation
Cindy Moelis is President of the Pritzker Traubert Foundation. She oversees the Foundation’s strategic direction, including partnerships and investments. Throughout her career in government and philanthropy, Cindy has worked to promote social justice, youth development, and economic... Read More →
avatar for Dr. Bryan Traubert

Dr. Bryan Traubert

Chairman, Pritzker Traubert Foundation
Bryan Traubert is Chairman of the Pritzker Traubert Foundation (PTF), which is dedicated to equalizing opportunity in Chicago.  He practiced ophthalmology in Chicago for over 30 years. He received his BS from The Citadel and his MD degree from the University of Illinois. He completed... Read More →

Sponsors

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 Dr. Nancy Cable

Dr. Nancy Cable

National Center for Family Philanthropy, Secretary, UNC Asheville, Chancellor
UNC Asheville’s eighth Chancellor, Dr. Nancy J. Cable, is a nationally recognized leader in higher education, educational access, financial aid and affordability, and liberal arts and sciences curricula. Dr. Cable was appointed as President of the Arthur Vining Davis Foundations... 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 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. 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 →
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 →


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.

Related Resources

Speakers
avatar for Alissandra Aronow

Alissandra Aronow

Secretary, Max M. & Marjorie S. Fisher Foundation
Alissandra Elizabeth Aronow is a former international ice dancer. After retiring from competitive skating, she went back to school and is studying for a bachelor’s degree in History of Art from the University of Michigan. Alissandra served as a NextGen Co-Chair of the Max M... Read More →
avatar for Cedric Brown

Cedric Brown

Chief Foundation Officer, Kapor Center
Cedric Brown is the Chief Foundation Officer, providing executive oversight of the Kapor Center’s philanthropic and community initiatives. He has built a 25 year career of rich and varied leadership achievements, mostly dedicated to ensuring pathways to opportunities for people... 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 →
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.

Related Resources

Speakers
avatar for Dr. Stephen Treat

Dr. Stephen Treat

CEO Emeritus, Council for Relationships
Dr. Stephen R. Treat is a Senior Staff Therapist and former Director and CEO of Council for Relationships. In his role as CEO, he managed the organization’s operations, numerous professional and public educational programs, and his own busy clinical practice. Dr. Treat continues... 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 foundations and donors who seek to address mounting issues of inequality and for those who recognize that funding direct services alone is not enough to create lasting change. This panel of creative philanthropists will describe reasons and options for funding advocacy, including how advocacy can support the democratic process by including the voices of those who are historically marginalized.

Related Resources:


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 →
avatar for Phyllis Glink

Phyllis Glink

Executive Director, Irving Harris Foundation
Phyllis Glink is the Executive Director of the Irving Harris Foundation. In her over two decades with the Foundation she has led, developed and implemented its grantmaking and field leadership work in the areas of early childhood development and child and family welfare, reproductive... Read More →
avatar for Crystal Hayling

Crystal Hayling

Executive Director, The Libra Foundation
Crystal Hayling is the Executive Director of The Libra Foundation, a family foundation that brings a racial justice lens to its grantmaking in the areas of gender justice, environmental justice and criminal justice reform. Previously, she was the managing director for the Environment... Read More →
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 Regan Pritzker

Regan Pritzker

President, The Libra Foundation
Regan Pritzker has a background in education and now works at her family office, Tao Capital Partners, where she is helping to move capital in bolder and increasingly integrated ways in service of building a more just and equitable world. She serves as President and chair of the investment... 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: Diving Deeper into Resources and Experiences Along the Journey
Many decisions must be made when families transition to dedicating either a portion or all of their assets to impact investing. Join an expert panel to dive deeper into this topic and then breakout into small groups with foundations and experts across different stages.

Speakers from our impact investing Mini-Plenary "The Other 95%" will stay to continue the conversation at this breakout session.

​​​​Related Resources

Speakers
avatar for Alissandra Aronow

Alissandra Aronow

Secretary, Max M. & Marjorie S. Fisher Foundation
Alissandra Elizabeth Aronow is a former international ice dancer. After retiring from competitive skating, she went back to school and is studying for a bachelor’s degree in History of Art from the University of Michigan. Alissandra served as a NextGen Co-Chair of the Max M... Read More →
avatar for Melanie Audette

Melanie Audette

Senior Vice President, Mission Investors Exchange
Melanie Audette is a senior executive of Mission Investors Exchange, the leading impact investing network for foundations where over 225 members access education, inspiration and connections to leverage and align more of their assets to meet their mission. Melanie began her career... Read More →
avatar for Jennifer Barksdale

Jennifer Barksdale

Senior Finance Officer, Mary Reynolds Babcock Foundation
Jennifer Barksdale joined the Mary Reynolds Babcock Foundation in 2007 and serves as Senior Finance Officer. A certified public accountant, Jennifer handles the organization’s budgeting, financial accounting and reporting, audit and tax coordination, grant accounting and human resources... Read More →
avatar for Cedric Brown

Cedric Brown

Chief Foundation Officer, Kapor Center
Cedric Brown is the Chief Foundation Officer, providing executive oversight of the Kapor Center’s philanthropic and community initiatives. He has built a 25 year career of rich and varied leadership achievements, mostly dedicated to ensuring pathways to opportunities for people... Read More →
avatar for Robin Hacke

Robin Hacke

Executive Director, Center for Community Investment
Robin Hacke is Executive Director of the Center for Community Investment (CCI), which is dedicated to overcoming disinvestment and improving opportunity so that everyone has a fair chance to lead a healthy and productive life. Working with cross-sector partnerships, innovative health... 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 →
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 10:30am - 12:00pm
Chicago Marriott Downtown Magnificent Mile 540 North Michigan Avenue, Chicago, Illinois 60611

10:30am

Making Space and Supporting Next Generation Leaders
Many next gen leaders have found that great learning paths, cohorts, and time with others has enriched their own philanthropic journey, as well as their work with their family. Leave this session with inspiration, opportunities for making space at the table, and fresh ideas about new and old problems.

Related Resources


Speakers
avatar for Michael Aguhar

Michael Aguhar

Program Director, Crossroads Fund
Michael Aguhar, Program Director, is an attorney and community organizer. He is passionate about supporting immigration justice, workers rights, and queer artists of color in Chicago. Previously, he was the Executive Director of the Alliance of Filipinos for Immigrant Rights and Empowerment... Read More →
avatar for Mollie Anderson

Mollie Anderson

Board Member, Crossroads Fund
Mollie Anderson is a member of the Board at Crossroads Fund and is an alum of their Giving Project. The Giving Project is an equitable approach to fundraising and grant making that brings together a cohort of 25 people, built intentionally across race and class, that commits to raising... Read More →
avatar for Dr. Rebecca Balter

Dr. Rebecca Balter

Advisor, Cast Iron Skillet Fund
Rebecca Balter is a native of Raleigh, North Carolina. With her extended family spread across the US, connection was often fostered through the shared value of giving back. Although her family instilled a legacy of philanthropy, her involvement with Resource Generation over the past... Read More →
avatar for Elizabeth Newton

Elizabeth Newton

Director of Family Engagement, Crown Family Philanthropies
A dynamic leader, global explorer, and devoted humanitarian, Elizabeth Newton brings to the social purpose sector diverse perspectives attributed to a broad portfolio of cross-sector personal and professional experiences. Today, Elizabeth is Director of Family Engagement at Crown... Read More →
avatar for Jenna Nicholas

Jenna Nicholas

CEO, Impact Experience
Jenna Nicholas is the CEO of Impact Experience which builds bridges between impact investors, philanthropists, innovators, and leaders of marginalized communities — linking vision with action and directing investment to the most vulnerable communities. Jenna is also President... 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.

Related Resources

Speakers
avatar for Gilbert Miller

Gilbert Miller

Trustee, Beloco Foundation, 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
Eliza K.T. Quigley is the President of the Harris and Eliza Kempner Fund. Quigley, who has been involved with the fund since the age of 18, was elected to the board of directors in 2005, and has served in several capacities, most recently as vice president and chair of the nominating... Read More →
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 a Senior Philanthropic Advisor for The Chicago Community Trust, where she is responsible for a broad range of matters including legacy gifts, charitable contributions, donor advised funds, endowments and next-generation and family philanthropy. She works closely with... Read More →
avatar for Monica Walker

Monica Walker

Founder, Lou Holland Scholarship Fund
Monica Walker was the co-founder, President, CEO and Chief Investment Officer of Holland Capital Management for 26 years, a prominent minority and women owned Chicago money management firm that managed more than $2.5 billion in assets (primarily for pension funds and other institutions... 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: Examples 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? Using a couple of real life examples of shifting power away from the foundation and to community, you will learn what went well, what went wrong, and the lessons that can be gleaned to help you think about how you can build authentic trust and shift power to community, in an effort to decolonize wealth.

Related Resources

Speakers
avatar for Ron Harris

Ron Harris

Jay & Rose Phillips Family Foundation, Community Advisor, City of Minneapolis, Chief Resilience Officer
Ron Harris is a black millennial focused on political involvement, civic/shareholder engagement, and philanthropy being the best opportunities to improve people’s lives. He got his start volunteering for then Senator Barack Obama’s campaign for president, and has been involved... Read More →
avatar for Patrick Troska

Patrick Troska

President, The Jay & Rose Phillips Family Foundation of Minnesota
Patrick J. Troska has been with The Jay & Rose Phillips Family Foundation of Minnesota since 2000 when he was hired as a Program Officer. He was named Executive Director in January 2011, then President in 2018. In addition to providing leadership for the Foundation’s overall strategy... 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.

Related Resources

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

Co-Founder, 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 co-founded and chairs the Board of New England International Donors (NEID), a peer-to-peer learning hub for global... 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
avatar for King Baudouin Foundation United States

King Baudouin Foundation United States

The King Baudouin Foundation United States (KBFUS) is the leading resource for philanthropic giving to Europe and Africa. We enable U.S. donors to support their favorite causes and organizations overseas, and provide European and African nonprofits with cost-effective solutions to... Read More →


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.

Related Resources

Speakers
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 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 →
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Laura Turner Seydel

Captain Planet Foundation Chairperson, Turner Foundation Director
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

Founding Chair of the Turner Third Generation Junior Board, Turner Foundation, Associate Director
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