This is a complementary webinar for members and nonmembers. Legal questions rarely arrive when it is convenient. They come up during grant decisions, board meetings, and everyday operations. Is this self-dealing? Can we make this grant? What do the latest legal and policy developments mean for our foundation? For lean funders without in-house counsel, getting... Read More
Pricing: $175 (members) | $350 (nonmembers) Disability inclusion isn’t just a best practice – it’s a justice imperative. At a moment when federal actions are increasingly threatening the rights and community inclusion of people with disabilities, philanthropy has a critical role to play. Join this workshop to gain foundational knowledge and practical tools to integrate... Read More
Get up to speed on foundation essentials in this series on the key components of running a foundation: getting started, governance basics, legal issues, grantmaking, and investments. Learn the basics about the importance and the impact of each facet of foundation operations and come away with usable tips. Each module will be held on Zoom from 2:00-3:30... Read More
For those running a foundation, it’s important to understand the board’s fiduciary duties and how to manage investment work — whether you’re working with an investment advisor or not. Learn how the investment policy statement serves as a guide and hear about financial tools that extend your grantmaking. By the end of this session, you will be able to: ... Read More
Learn the fundamentals of grantmaking through a catalytic lens and discover the full potential of your giving. This session will cover the hallmarks of catalytic philanthropy, the nuts and bolts of a thoughtful grantmaking cycle, and strategies for going beyond the grant to drive meaningful change. By the end of this session, you will be... Read More
This is a complementary webinar for members and nonmembers. Legal questions rarely arrive when it is convenient. They come up during grant decisions, board meetings, and everyday operations. Is this self-dealing? Can we make this grant? What do the latest legal and policy developments mean for our foundation? For lean funders without in-house counsel, getting... Read More
Family offices play a distinctive role in lean philanthropy. This virtual peer conversation offers a space for philanthropic leaders working within family offices to connect with colleagues navigating similar responsibilities and roles. Participants will have the opportunity to exchange perspectives, explore common questions, and learn from peers in family offices. The conversation is intentionally informal... Read More
Pricing: $175 (members) | $350 (nonmembers) Disability inclusion isn’t just a best practice – it’s a justice imperative. At a moment when federal actions are increasingly threatening the rights and community inclusion of people with disabilities, philanthropy has a critical role to play. Join this workshop to gain foundational knowledge and practical tools to integrate... Read More