In this governance basics module of the Foundations 101 virtual seminar, learn ways trustees and staff can ensure smooth board operations and minimize the impact of change. We’ll review key administrative tasks to maintain the board’s structure and operations, including putting into place important documents, orienting board members, and setting term limits. And we’ll talk about the factors to maintain healthy boards.
By the end of this session, you will be able to:
- Identify administrative tasks that, when taken care of, maintain the workings of the board both structurally (i.e. foundation documents) and operationally (i.e. term limits and orientation)
- Discuss ways your board can stay engaged in the foundation work
Participants are encouraged to purchase the Foundation Guidebook to complement their learning experience.
Speakers
Pegine E. Grayson, JD, CAP®
Senior Vice President/Director of Philanthropic Services, Whittier Trust
Pegine directs Whittier Trust’s Philanthropic Services department. She and her staff of 13 provide philanthropic advisement to the firm’s high-net-worth clients and comprehensive administration services for their foundations and donor-advised funds, supporting them with formalizing their philanthropy, strategic grantmaking, and involving the next generation in charitable giving.
Haley Kirk Dahl, CAP, CTFA, MBA
Vice President/Client Advisor, Whittier Trust
Haley provides seamless service in the areas of wealth management, philanthropy, family continuity, estate planning and trust services. Haley has expertise in philanthropic services for Whittier Trust’s foundation and donor-advised fund clients. Since joining Whittier in 2016, Haley has consulted families to ensure they achieve their legacy planning goals.
Full Foundations 101 Virtual Seminar Schedule
- February 25, 2025: Getting Started
- February 27, 2025: Governance Basics
- March 4, 2025: Legal Basics
- March 6, 2025: Investment Management Oversight
- March 11, 2025: Grantmaking Basics
Registration Fees
| Entire Series | Individual Module | |
|---|---|---|
| Exponent Philanthropy Members | $450 | $130 |
| NonMembers | $700 | $225 |
Registration and Other Policies
Prior to the program, you will receive your unique access information and will also receive access to the recording following the program. By registering for this program, participants are agreeing to Exponent Philanthropy’s Participant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions.