Complimentary for Exponent Philanthropy members | $75 for non-members
Whether you are preparing to transition your foundation’s investment management or want to evaluate your readiness for change, this webinar will equip you with the knowledge and tools necessary to conduct a thorough review of your foundation’s investment trajectory. Learn best practices on assessing your foundation’s investments during times of change, such as succession and mission re-alignment, as well as routine fiduciary due diligence. Furthermore, we will examine the Request for Proposal process and explore selecting potential partners effectively.
This webinar will provide practical strategies to help you steward your foundation’s continued success.
Learning Objectives:
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Evaluate the progress and alignment of your foundation’s goals
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Recognize inflection points and navigate changes in decision-makers and partners
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Understand the importance of completing due diligence check-ins every 3-5 years
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Identify key criteria when considering new partners for collaboration, highlighting the RFP process
A recording of this program will be available to those who register.
Speakers
Huldah A. Robertson, CFP®, AEP®
Business Development Director, Managing Director, Glenmede
Huldah is responsible for cultivating relationships with high-net worth families, endowments, foundations, and tax-exempt entities. She also fosters and maintains existing client relationships, enhancing Glenmede’s reputation as a specialized wealth manager. She serves as a past president of the Philadelphia Estate Planning Council and is a member of the Kimmel Center Planned Giving Council. Additionally, she serves on the University of Pennsylvania Alumni Board of Directors, the Philadelphia Orchestra Planned Giving Advisory Committee, and the United Way OpportUNITY Summit Host Committee.
Samantha Audia, CTFA
Business Development Director, Vice President, Glenmede
Samantha cultivates client relationships with endowments, foundations, and other tax-exempt entities. She works to facilitate seamless account transition processes and remains an ongoing resource for Glenmede’s charitable clients to ensure all needs are met. Active in her community, she serves on the Board of the Salem Health and Wellness Foundation; a healthcare conversion foundation focused on improving social determinants of health in Salem County, NJ. She also serves as Board Chair for the Young Leadership Alliance at the Children’s Hospital of Philadelphia and on the Young Professionals Leadership Board of the Barnes Foundation.
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.
Who Should Attend
This program is open to foundation donors, trustees, and staff; individual donors; donor-advised fund holders; and members of giving circles.
Platform and Accessibility
This program uses Zoom; automated closed captioning is available. We can provide additional accommodations upon request (e.g., live captioner, ASL interpreter). Please contact info@exponentphilanthropy.org or call 202-580-6560 by February 23, 2026, to discuss your accommodations.