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
Full Foundations 101 Virtual Series Schedule
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Module 1: Intro to Philanthropy and Foundation Administration – Tuesday, July 28
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Module 2: Governance Basics – Thursday, July 30
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Module 4: Investment Management Oversight – Thursday, August 6
Speakers
Lisa Spalding
Senior Partner, The Philanthropic Initiative
Lisa helps foundations and philanthropic families maximize impact through strategic planning, governance, research, and operationalizing philanthropic strategies. A seasoned facilitator, she has led retreats and trainings nationwide to help funders navigate the dynamics of family philanthropy, next-generation engagement, and partnering for impact.
Elaines Peña
Senior Philanthropic Advisor, The Philanthropic Initiative
Elaines provides strategic, operational, and programmatic support to foundations, corporations, and other funders. She helps design and manage grantmaking initiatives, scholarship and college success programs, and conducts philanthropic research to identify emerging opportunities, innovations, and impact. Elaines also supports clients in strengthening governance practices and advancing effective philanthropic decision-making.
Registration Fees
| Entire Series | Individual Module | |
|---|---|---|
| Exponent Philanthropy Members | $465 | $135 |
| NonMembers | $725 | $230 |
Registration and Other Policies
Before the webinar, you will receive your unique webinar access information. By registering for this program, participants agree to Exponent Philanthropy’s Participant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions.
Members can access past webinars in our webinar archive.