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In addition to a celebration of NCFP’s 20th Anniversary, the Symposium explored key themes, trends, and bold ideas generated over the year by the Imagining the Future initiative. We unveiled several new NCFP research initiatives including Pride of Place, a report exploring how boards stay true to the original geographic focus of the family foundation after trustees have moved away.  Should you have any questions or need assistance, please contact us at ncfp@ncfp.org or 202-293-3424.   Download a PDF of the Final Printed Program.

Check out the graphic sketches from the program here.

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Thursday, September 13
 

12:00pm PDT

Shaping the Future of Family Philanthropy
Family philanthropy – in all its forms – can change the world. But how will family philanthropy adapt as the world continues to change at a faster, even dizzying, rate? Demographic patterns, the intergenerational transfer of wealth, changing expectations in how we connect and work and communicate together, new ideas around power and equity, and more will challenge both the practices and results of family philanthropy. 

Top thinkers will join facilitator Alexander Grashow for a provocative discussion of the trends reshaping families, philanthropy, family enterprises, and the world. They’ll bring perspectives from business, government, nonprofits, science, and more to a lively roundtable format.

This kick-off event sets the stage for participants, the speakers, and other experts to dive into trends identified in NCFP’s Imagining the Future focus groups across the country.

Related Resources

Article: Transmitting Generosity to Daughters & Sons, Andrea Pactor (March 2018)
Intentionality is key in the transmission of generosity from generation to generation.  The latest Women Give report explores how parents transmit generosity to their children, and whether this differs for sons and daughters. 

Quiz: Where are You in your Equity Journey? 
This assessment was created by CHANGE Philanthropy with questions from D5 Coalition and Philanthropic Initiative for Racial Equity tools. It is 43 questions and will take about 30 minutes to complete. The results will inform where you are in terms of equity and give you curated resources to help you along in advancing equity for your foundation. 

Report: From Words to Action:  A Practical Philanthropic Guide to Diversity, Equity, and Inclusion, Barbara Chow (May 2018)
As communities worldwide are becoming more diverse, they are increasingly tackling the realities of systemic inequity. Philanthropy too must acknowledge its place in the context of transformative demographic changes. Addressing diversity, equity, and inclusion (DEI) has been an ongoing challenge within philanthropy, and while there has been progress, it requires continual work. This GrantCraft leadership series paper by Barbara Chow dives into those challenges and opportunities to explore how DEI can become more integrated into grant-making practices and broader foundation ethos.



Speakers
avatar for David Bank

David Bank

Co-founder and CEO, ImpactAlpha
David Bank is editor of ImpactAlpha.com, "investment news for a sustainable edge." He is co-founder and CEO of ImpactAlpha Inc. which also includes ImpactSpace.org, the open database of impact companies, investors and people.Previously, he was a Vice President of Civic Ventures/Encore.org... Read More →
avatar for Amy Hart Clyne

Amy Hart Clyne

Executive Director, Knowledge Center, Family Office Exchange (FOX)
As head of the Knowledge Center for Family Office Exchange (FOX), Amy supports the firm’s extensive global community of ultra-wealthy families and advisors. Her effort is concentrated on knowledge acquisition, development, management and distribution.Focused on transforming creative... Read More →
avatar for Ebonie Johnson Cooper

Ebonie Johnson Cooper

Founder & Executive Director, Young Black & Giving Back Institute
Ebonie believes that black giving is magic. Her passion for leadership development and black philanthropy have been theframework for her career.As the principal consultant of Friends of Ebonie, LLC , and founder of the Young, Black & Giving Back Institute (YBGB), Ebonieuses her research... Read More →
avatar for Daryn Dodson

Daryn Dodson

Managing Director, Illumen Capital
Daryn Dodson is Founder and Managing Director of Illumen Capital, an impact investing private equity firm that provides a pathway for investors to invest in the world’s top impact fund managers. Illumen invests and, through a partnership with Stanford University, reduces implicit... Read More →
avatar for Alexander

Alexander "Zander" Grashow

Founder, Good Wolf Group
A recognized authority on leadership development, personal development and business evolution, Zander has made it his mission to know how to transform the way we live and work. He is a renowned facilitator, speaker and advisor to leaders around the world, with a broad reach into the... Read More →
avatar for Gabriel Kasper

Gabriel Kasper

Managing Director, Monitor Institute
Gabriel has spent nearly two decades helping leading funders and nonprofits understand the changing context for their work and make sense of what those shifts will mean for both what they do and how they do it. He tracks emerging trends inside and outside the field and translates... Read More →
avatar for Mary Mountcastle

Mary Mountcastle

Trustee, Mary Reynolds Babcock Foundation and Z. Smith Reynolds Foundation
Mary Mountcastle is a trustee of the Z. Smith Reynolds, Mary Reynolds Babcock and Triangle Community Foundations. She is a Senior Fellow at Self-Help, a nonprofit community development lender that has made over $5 billion in loans to over 55,000 low-wealth families across the U.S... Read More →
avatar for Julie Packard

Julie Packard

Executive Director and Vice Chair, Monterey Bay Aquarium
Julie Packard is executive director of the Monterey Bay Aquarium, which she helped found in the late 1970s. She is an international leader in the field of ocean conservation, and a leading voice for science-based policy reform in support of a healthy ocean.Under her leadership, the... Read More →
avatar for Kate Roberts

Kate Roberts

Co-Founder, Maverick Collective
Kate is the Co-Founder of Maverick Collective and Senior Vice President of Corporate Partnerships and Philanthropy at PSI. She has designed and led several highly successful public health initiatives, including YouthAIDS and Five & Alive, to increase public awareness around HIV and... Read More →
avatar for Rick Williams

Rick Williams

Chief Executive Officer, Sobrato Family Foundation
Rick is the Chief Executive Officer of the Sobrato Family Foundation (SFF). Prior to joining SFF, Rick founded and was President of Realize Consulting Group, a management consultant firm for philanthropic and nonprofit organizations. Rick also served at the Director of the Asset Funders... Read More →
avatar for Reverend Starsky D. Wilson

Reverend Starsky D. Wilson

President & CEO, Deaconess Foundation
The Reverend Starsky D. Wilson is a pastor, philanthropist and activist pursuing God's vision of community marked by justice, peace and love. He is pastor of Saint John's Church (The Beloved Community), president & CEO of Deaconess Foundation and chair of the National Committee for... Read More →



Thursday September 13, 2018 12:00pm - 2:30pm PDT
Nikko I & II Ballroom, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

2:30pm PDT

Networking Break
During this extended break, we invite you to Imagine the Future together as you continue conversations from the session, chat with old friends and meet new ones, and visit our sponsor tables to learn more about the field.

Thursday September 13, 2018 2:30pm - 3:00pm PDT
Nikko Ballroom, Lobby, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

3:00pm PDT

Building Community in Stressful & Divided Times
What are the roles for funders and philanthropic families in building community in stressful and divided times? Many communities are experiencing conflict, population divides, and a lack of an ability to speak to one another, much less have any kind of productive civil discourse. Join this conversation with other communities that have experienced this kind of crisis, and brainstorm ways to build a sense of shared purpose on how to navigate and prevent these situations.

Related Resources

Passage Issue Brief: Managing Family Dynamics: A primer for Community Foundation Staff and Donor Families (June 2017)
Common challenges can affect how your family decides to engage in shared philanthropy. This Passage Issue Brief provides advice on how your family can set expectations, anticipate potential challenges, and build strategies and processes to guide your philanthropy, even as you deal with conflict and change. 

Impact Story: Celebrating your Family, Community, and Philanthropy (August 2018)
Farhad invites us all to reimagine the role of philanthropy- and both the opportunites and power it provides. After being gifted a significant amount of money, he and his sister founded the Chorus Foundation to tackle the global climate crisis.

New Media: Six Tips for Managing Family Dynamics (May 2014)
Whatever differences your family may have, those differences need not get in the way of your philanthropic goals. Your challenge is to find ways to channel the bonds of family in the service of a shared vision and anticipate the conflicts that inevitably arise. This slide show provides tips for managing family dynamics in family philanthropy.

 

Moderators
avatar for Cathy Cha

Cathy Cha

Vice President of Programs, Evelyn and Walter Haas, Jr. Fund
Cathy Cha is vice president of programs with the Evelyn and Walter Haas, Jr. Fund. Cathy will become the Fund’s president in January 2019. Based in San Francisco, the Haas, Jr. Fund seeks to fulfill its founders’ vision of a just and compassionate society where all people have... Read More →

Speakers
avatar for Mark Brewer

Mark Brewer

President/CEO, Central Florida Foundation
The Central Florida Foundation’s mission is to build community by building philanthropy, and it holds more than 400 charitable funds for individuals, families, businesses, and nonprofit organizations across the region. By managing and investing charitable funds, connecting charitable... Read More →
avatar for Reverend Starsky D. Wilson

Reverend Starsky D. Wilson

President & CEO, Deaconess Foundation
The Reverend Starsky D. Wilson is a pastor, philanthropist and activist pursuing God's vision of community marked by justice, peace and love. He is pastor of Saint John's Church (The Beloved Community), president & CEO of Deaconess Foundation and chair of the National Committee for... Read More →



Thursday September 13, 2018 3:00pm - 4:30pm PDT
Nikko III, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

3:00pm PDT

Meaning'full' Wealth: Uncovering & Deploying All Your Resources
There are multiple forms of capital beyond money and material. We are repeatedly witnessing the power of individuals and organizations that understand and capitalize on the various forms of capital beyond money. Whether it’s leveraging their networks and social reach in new ways or joining creative partnerships, individuals and organizations that embrace the various forms of capital—social, intellectual, creative, physical, spiritual, political—are creating immediate and sustained value. In this practical workshop, you will identify the different forms of capital available to you, build a plan for wealth-creation across the various domains of your life, and do more for what you care about most.


Related Resources

Article: 10 Questions to Help Start the Values Conversation
The way to fulfillment in philanthropy- and by and large as a family- is the degree to which you are driven by purpose and shared values. In other words, why you give matters just as much, if not more, than what you give.

 Article: A Compass Only Works When you Trust ItHenry Berman (August 2017)
In philanthropy, like in life, we have relatively little ability to control disruptions, internal or external, and the big changes they often portend.  Although we may anticipate an influx of assets upon the sale of a business, or predict the arrival of the next generation, most of us can't really manage the exact timing and collateral effects of these events. This begs the question, what defines how each of us reacts to disruption? In a word: values.

 Ask the Center: Donor Legacy Statements, Values Statements, and Ethical Wills
Questions about legacy and value statements and ethical wills answered!


Speakers
avatar for Alexander

Alexander "Zander" Grashow

Founder, Good Wolf Group
A recognized authority on leadership development, personal development and business evolution, Zander has made it his mission to know how to transform the way we live and work. He is a renowned facilitator, speaker and advisor to leaders around the world, with a broad reach into the... Read More →
avatar for Didier Michael Sylvain

Didier Michael Sylvain

Faculty, Good Wolf Group
Didier approaches everything as a creative opportunity, thriving at the nexus of imaginative thinking and pragmatic disciplines. He designs and guides transformational experiences for the growth of companies, individuals, nonprofits and communities. His method brings people together... Read More →



Thursday September 13, 2018 3:00pm - 4:30pm PDT
Monterey, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

3:00pm PDT

Pride of Place
How and why are multi-generational families sustaining a commitment to place? What makes their place-based giving vibrant and effective over time? What aspects are required for a focused strategy for the community, and for necessary support and participation? These questions and many more have guided a yearlong interview study with family foundations and donor-advised funds committed to their “pride of place.” This will be an interactive conversation with attendees, as NCFP President Virginia Esposito shares early insights and findings.

The Pride of Place session is sponsored by JF Maddox Foundation. Pride of Place research is funded by William Penn Foundation, David Haas, and The Nord Family Foundation.

Related Resources

Podcast: Successful Generations Podcast: Engaging your Family in Family Philanthropy, Ellie Frey Zagel (April 2018)
In this episode, Virginia "Ginny" Esposito, Founder of the National Center for Family Philanthropy, highlights what family business is and common trends in the work she has been in for over 30 years. She has lots of wisdom for parents and great resources, whether you are just getting started or if you've been giving for decades. 

Case Study: Jacobs Family Foundation, A Be Fearless Case StudyCase Foundation
"An abandoned lot, an experimental initial public offering (IPO) and a culture that believes that failure leads to learning inspired the Jacobs Family Foundation to transform its business model from traditional grantmaker to place-based funder to maximize impact without sacrificing its core values and mission."

Article: The Irwin Sweeney Miller Foundation Creates an Enduring Legacy by Effecting Community Change, Alice Buhl (November 2013)
"This Family Giving News feature article is excerpted from the Passages Issue Brief detailing the story of the Irwin Sweeney Miller Foundation, whose third generation board members made the strategic decision to spend down with assets of approximately $25 million."

Speakers
avatar for Kelly Chopus

Kelly Chopus

President and Chief Executive Officer, 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 Chief Executive Officer of the Robins Foundation in Richmond, Virginia, where she is... Read More →
avatar for Virginia Esposito

Virginia Esposito

Founder & 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 →



Thursday September 13, 2018 3:00pm - 4:30pm PDT
Carmel, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

3:00pm PDT

Tech Tools for More Effective Philanthropy
The digital transformation of philanthropy is underway. An increasing number of technological tools are available to philanthropists and non-profits, providing them with new and different ways to measure impact, track resources, and solve problems. As more tools become available and more philanthropists seek out ways to be more efficient and effective in their work, questions arise: What are the right tools for us? Which decision-making processes can (or should) be data-driven? What problems can be solved with technology, and will that technology continue to serve us well going forward?

Related Resources


Ask the Center: What's the most effective technology to use when communicating with next gen family members?
It's easy to get stressed out about the ever expanding field of technology. However, with more options comes the opportunity to figure out which communication strategies work best for your family!

Article: Blockchain Explained: Risks and Opportunities For Philanthropy, Nick Hamlin (February 2018)
These days, it seems like everyone is talking about how blockchain is the coolest new thing- capable of changing everything, including aid and philanthropy. Case in point: Researchers at Stanford have been compiling a "Master List of Blockchain for Social Good Projects" that's already 236 entries long as of this writing! With all that excitement, how should nonprofits think about this emerging technology and the opportunities and risks it might unlock?

Article:
Technology Implementation: Steps for Success, Foundant Technologies (May 2017)
Picture this: you search for months to find the right solution to help you and your board become more efficient at grants management, financial reporting, and project management. Finally, you've done all the research, run all the numbers, and taken all the necessary steps to move forward. You jump in with both feet, invigorated by the panacea to all your board management challenges. You input all the information needed to make you the smooth running machine you know your board can be. Then, two months later, nothing. All that hard work and money for your shiny new software to sit dormant, gathering dust like an old souvenir. What happened? Why didn't it work the way you'd planned? Chances are, your grand plan fell apart at the word implementation.


Speakers
avatar for Aude Anquetil

Aude Anquetil

Vice President — Development and Engagement, US, Epic Foundation
Aude Anquetil is Vice President of Development and Engagement at Epic, one of the most innovative start-up non-profits providing solutions to make giving the norm.At Epic, Aude oversees all outreach and cultivation efforts for Epic in the US. Aude joined Epic in 2016 to bring her... Read More →
avatar for Sheri Sobrato Brisson

Sheri Sobrato Brisson

Founder of the Digging Deep Project, Shadow’s Edge
Sheri survived brain cancer as a young adult. She coauthored and philanthropically distributed Digging Deep, on which the game is based. Sheri is now on a mission to help more young people through developing electronic products. She has a long-term passion for working with kids... Read More →
avatar for Chantal Buard

Chantal Buard

Impact Atlas, CEO and Co-Founder


Thursday September 13, 2018 3:00pm - 4:30pm PDT
Mendocino, 2nd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

4:30pm PDT

Welcome Reception sponsored by Ashoka
Enjoy light hors d'oeuvres and catch up with your colleagues from around the country.

Members of NCFP's peer networks are encouraged to look for the tables with signs for their networks: strategic lifespan, family staff, nonfamily staff, and engaging the next generation.

To close the reception, we are delighted to welcome the San Francisco Girls Chorus to entertain us as we move to dinner. The vision of the San Francisco Girls Chorus is to produce performances of the highest artistic caliber; to provide music education for girls and young women from all ethnic and socio-economic backgrounds; to be a leader in the field through creativity and innovation; to give the girls and young women who participate in Chorus programs the skills, self-discipline and confidence to succeed in music and in life; to instill in the choristers a lifelong love of music; and to communicate this passion through involvement with the greater community.

The reception is sponsored by Ashoka, the world’s largest network of social entrepreneurs

Related Resources
Learn more about Peer Networks here!

Speakers
avatar for San Francisco Girls Chorus

San Francisco Girls Chorus

We are delighted to welcome the San Francisco Girls Chorus to entertain at the welcome reception. The vision of the San Francisco Girls Chorus is to produce performances of the highest artistic caliber; to provide music education for girls and young women from all ethnic and socio-economic... Read More →


Thursday September 13, 2018 4:30pm - 5:30pm PDT
Nikko Ballroom, Lobby, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

5:30pm PDT

Dinner Plenary: From Currency to Current: Shifting and Sharing Philanthropic Power
Plenary Session
From #BlackLivesMatter to #MeToo and #ADayWithoutImmigrants, we’re experiencing a renaissance in community change powered by everyday people. They’re living and confronting tough issues of power, racism, equity, injustice, and more, sometimes even confronting the nonprofits and institutions that philanthropic families love and trust. And they need traditional philanthropy to partner with them in new ways.

How can philanthropic families see their gifts of money, connections, and power not as currencies, held and guarded by few, but as electrical currents, sources of energy that flow, surge, and are easily shared? This plenary will be an honest conversation about the thrills and tensions of that shift to shared philanthropic power, both internally and in the community. And it will provide practical advice on how generous families and family foundations can help people on the frontlines of community change.

Related Resources


Case Study: Akonadi Foundation: Movement Building-Locally with a Structural Racism AnalysisMaggie Potapchuk (June 2014)
"The experience of Akonadi suggests that foundations can be most effective when they know how to balance the changing roles required of them in movement building- when to be a catalyst, supporter, messenger, or silent partner."

Article & Webinar: Building Community Power: A Philanthropic Strategy and an End GoalCaitlin Duffy (July 2018)
"What does it mean for funders to build power? As more and more grantmakers embark on or deepen journeys to embed values of equity, diversity, and inclusion into their work, how can we incorporate a power-building frame to measure meaningful progress on equity?"

Grantcraft Guide: Grantmaking with a Racial Equity Lens, Foundation Center
"A focus on racial equity can increase your effectiveness at every stage of the grantmaking process. Blending experience and candid advice from grantmakers, this guide explores how a racial equity lens can help you scan your field or community, cultivate new leaders, encourage creative approaches, get people talking, and nourish change inside your own foundation."

Article: Equity in Philanthropy
This website is intended to serve as a platform to share resources related to promoting diversity, equity, and inclusion (DEI) in grantmaking practice and in philanthropy more broadly. 

Speakers
avatar for James W. Head

James W. Head

President & Chief Executive Officer, East Bay Community Foundation
James W. Head is the President & Chief Executive Officer of the East Bay Community Foundation. Before coming to the Foundation in 2014, he served for 10 years as Vice President for Programs at The San Francisco Foundation, where he spearheaded initiatives on race, equity, poverty... Read More →
avatar for Lateefah Simon

Lateefah Simon

President, Akonadi Foundation
Lateefah Simon joined Akonadi Foundation as President in August 2016. As a nationally recognized advocate for civil rights and racial justice, she brings over 20 years of executive experience in advancing opportunities for communities of color and low-income communities in the Bay... Read More →
avatar for Bob Uyeki

Bob Uyeki

Chief Executive Officer, Y & H Soda Foundation
Bob is the CEO of the Y & H Soda Foundation, a private family foundation committed to the full participation and prosperity of the underserved in the East Bay.  In his role as CEO, Bob oversees the Foundation's grantmaking and community leadership work, as well as its finance and... Read More →



Thursday September 13, 2018 5:30pm - 8:00pm PDT
Nikko I & II Ballroom, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102
 
Friday, September 14
 

7:00am PDT

Morning Walk
We know philanthropists often care for the world and making change, but don’t always take time for themselves.  During this busy conference and in these hectic times, join local NCFP friend Allison and Neil from team NCFP for a morning walk around San Francisco!

Related Resources

Podcast: NEXUS Relax & Recharge Before Getting Back To Changing the World
"Self Care is extremely important when running a social enterprise. The podcast is short and sweet, delivered by a man who;s faced a heart attack and kidney transplant while being a nonprofit leader."

Article: The Best Things to See and Do Near Union Square, San Francisco
"Locals and tourists alike flock to Union Square, one of the most iconic destinations in San Francisco. If you find yourself nearby, be sure to check out some of our favorite things to do in the area, including visiting the cultural institutions, enjoying fine dining, exploring the shops, and more."

Article: San Francisco Walking Tours
"Sightseeing doesn't have to be expensive or boring. Suited for any budget, our San Francisco walking tours will take you all over this amazing city, keep you entertained, educated, and excited the entire way."

Speakers
avatar for Allison Magee

Allison Magee

Executive Director, Zellerbach Family Foundation
Allison Magee is the executive director of the Zellerbach Family Foundation in San Francisco. Prior to her work at ZFF, Ms. Magee worked for the City and County of San Francisco, where she served as a leader in strengthening services for system involved youth and their families... Read More →
avatar for Neil Sumilas

Neil Sumilas

Vice President of Planning and Management, National Center for Family Philanthropy
Neil Sumilas oversees NCFP’s financial operations, strategic planning, staffing and personnel, and board relations. Before joining NCFP in 2015, Neil was an independent consultant advising non-profit and for-profit clients on programmatic and management issues unique to the non-profit... Read More →


Friday September 14, 2018 7:00am - 8:00am PDT
Hotel front desk Hotel Nikko, 222 Mason St, San Francisco, CA 94102

7:00am PDT

Morning Yoga & Learning about Yoga for Social Change
We know philanthropists often care for the world and making change, but don’t always take time for themselves.  During this busy conference and in these hectic times, join Katherine, a social entrepreneur, nonprofit founder, author, and app creator.  Learn about the role of yoga and other practices in making social change.

Related Resources

Website: Headstand
Want to learn more about Katherine's nonprofit, Headstand? Click the link to their website!

CBS News: Katherine Ghannam
"Former Teacher Brings Stress-Busting Yoga Programs to Bay Area Classrooms"

Article: My Sabbatical Zen: Reflections on a 3-month pause in the action, Patrick Troska (December 2015)
When people ask me how my 3-month sabbatical was, the answer is more complicated than the one I usually give. Time doesn't generally allow for nuance. Truth be told- the sabbatical was way more personal than professional. But we all know that the personal profoundly impacts the professional and vice versa.

Speakers
avatar for Katherine Ghannam

Katherine Ghannam

Katherine Ghannam is the founder of Headstand, a non-profit organization based in the San Francisco Bay Area. Leading a national movement to integrate mindfulness and yoga in K-12 schools, she oversees school programming, fundraising, strategic partnerships, and organizational sustainability... Read More →


Friday September 14, 2018 7:00am - 8:00am PDT
Peninsula Room, 25th Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

8:00am PDT

Breakfast Buffet Available
Our plenary programming will start promptly at 8:40am. Please join your peers from 8 to 8:40 to drop in and have breakfast from our breakfast buffet.

Friday September 14, 2018 8:00am - 8:40am PDT
Nikko I & II Ballroom, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

8:30am PDT

Philanthropic Leadership for a Rapidly Changing World: A Generational Perspective
Our days are filled with news of a changing world and humanity’s attempts to improve it. We dive in to help. Sometimes we manage to adapt to change and sometimes fall back on old habits. We slowly begin to realize that what we learned about work, leadership, and management may not match the expectations of other families, cultures, and generations.

How can we redefine the work of family philanthropy and our philanthropic workplaces so they succeed in the 21st century? And how can multiple generations work together toward conscious, purposeful leadership? International thought leader Ayelet Baron will kick this plenary off with her insights and then interview two generations of Packard leadership evolving their own thinking around work, leadership, and purpose.

Related Resources

Passage Issue Brief: Things We Wish Our Founders Had Told Us: Interpreting Donor Legacy, Susan Packard Orr (November 2016)
This special NCFP Distinguished Fellow Essay by Susan Packard Orr explores the questions that Susan and her fellow trustees wished they had asked of the founders when they were still alive.

Voices from the Field: A Charitable Legacy, Ensured
 Considered an icon in the philanthropy world, Susan Packard Orr frequently is the person nonprofits look to for inspiration and advice. For more than three decades, the Stanford resident has provided nonprofits around the world with support services and software she developed for the management of fundraising and grant-making activities when few others served that niche.

Speakers
avatar for Ayelet Baron

Ayelet Baron

Ayelet Baron is a visionary author, speaker, coach, workshop facilitator, and former tech executive committed to making a transformational impact on business.After undergoing a personal transformation, she realized the magnitude of how much the corporate world had lost its way, and... Read More →
avatar for Sierra Clark

Sierra Clark

Trustee, David and Lucile Packard Foundation
Sierra Clark received her Ph.D. from the Department of Nutrition, Food Studies, and Public Health at NYU. Her research explored the intersection of aesthetics and materiality in the construction of taste. Her doctoral dissertation analyzed the politics of quality, pleasure, purity... Read More →
avatar for Carol S. Larson

Carol S. Larson

President and CEO, David and Lucile Packard Foundation
Carol S. Larson is President and CEO of the David and Lucile Packard Foundation, a position she has held since January 2004. Carol was appointed a vice president of the Foundation in 2000 and served as its director of programs from 1995 through 1999. She is responsible for the overall... Read More →
avatar for Susan Packard Orr

Susan Packard Orr

Past Chair, Board of Trustees, David and Lucile Packard Foundation
Susan Packard Orr is the founder and CEO of Telosa Software, a company started in 1986 to provide fundraising and other software to nonprofit organizations. Prior to starting Telosa, Susan worked as a programmer at Health Computer Services at the University of Minnesota and as an... Read More →



Friday September 14, 2018 8:30am - 10:00am PDT
Nikko I & II Ballroom, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

10:00am PDT

Networking Break
During this extended break, we invite you to Imagine the Future together as you continue conversations from the session, chat with old friends and meet new ones, and visit our sponsor tables to learn more about the field.

Friday September 14, 2018 10:00am - 10:30am PDT
Nikko Ballroom, Lobby, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

10:30am PDT

Aligning Shifting Families Across Shared Values & Vision
As your family grows and disperses across geography, philosophy, diversity, and generations, how do you find ways to keep your shifting family aligned and engaged? How do you balance support for individual expression and interests with a commitment to the shared values and vision of your family and the potential of an integrated approach to giving? Share your ideas and lessons learned with others grappling with this essential, exciting, and ever-present challenge.  

Related Resources

Article: When the Conversation Moves from the Family Room to the BoardroomVirginia Esposito (April 2018)
One of the great opportunities of family philanthropy is spending meaningful time with those you love and know well. The challenge of family philanthropy is to avoid the stereotypes and patterns you are used to when you move out of the family room and into the boardroom. The unkind nicknames, the blunt tone, and the teasing if embarrassing family lore we use with one another in casual settings can be hurtful and, most of the time, inappropriate when the family turns to the business of charitable giving. Complicating these patterns, are the passions and personal interests family members bring to choosing grantmaking priorities. When all that emotion meets up with all that familiarity, we can find ourselves headed for language and attitude we would likely never use with other professional colleagues or strangers. How to keep the conversation constructive and civil? Here are seven tips I’ve learned can help keep the work and your family relationships on track.

Article: A Change in Family Dynamics Signals a Shift Away from Place- Based Giving, Virginia Esposito (July 2016)
Families that are beginning their journey into philanthropy have a much different perspective than those who created foundations decades ago.Throughout much of the 20th century, those who achieved wealth often did so in the city where they were raised and where they were raising their own children. Their hometown was woven into the fabric of their identity – and they viewed their philanthropy as a way to give something back to the place where they had achieved success.

Ask the Center: 
Geographic Dispersion
Q: My family’s foundation has traditionally given in New England and continues to support nonprofits there, but family members live all around the country. How do we keep people engaged?



Speakers
avatar for Alexander

Alexander "Zander" Grashow

Founder, Good Wolf Group
A recognized authority on leadership development, personal development and business evolution, Zander has made it his mission to know how to transform the way we live and work. He is a renowned facilitator, speaker and advisor to leaders around the world, with a broad reach into the... Read More →
avatar for Eric Russell

Eric Russell

Board President, The Russell Family Foundation
Mr. Russell is the founder and Director of Revalesio Corporation, a life-sciences company developing a novel compound currently in Phase II trials for multiple sclerosis and amyotrophic lateral sclerosis. His work at the company has included raising more than $100 million to fund... Read More →
avatar for Doug Bitonti Stewart

Doug Bitonti Stewart

Executive Director, Max M. and Marjorie S. Fisher Foundation
For nearly 30 years 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... Read More →
avatar for Didier Michael Sylvain

Didier Michael Sylvain

Faculty, Good Wolf Group
Didier approaches everything as a creative opportunity, thriving at the nexus of imaginative thinking and pragmatic disciplines. He designs and guides transformational experiences for the growth of companies, individuals, nonprofits and communities. His method brings people together... Read More →



Friday September 14, 2018 10:30am - 12:00pm PDT
Nikko III, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

10:30am PDT

Sparking and Igniting Your Genius
Focus together on the importance of community during our changing times, and how we can co-create the world we want to live in when we put down the manual of how things are supposed to be. We will share the story of how a very small group of people can have an enormous impact by coming together around a shared purpose and being inspired by the spirit of Albert Einstein, and how you too can get involved and engaged in a movement creating the future by shifting our mindset from problems to opportunities, and leading with conscious awareness. Leave this session having identified your specific opportunities, and partners to blaze the new paths, together. Our goal is to:
  • Help you move from seeing problems to imagining opportunities
  • Provide you with a place to ask foundational questions and explore solutions
  • Allow open discussion of the role of failure
  • Drive breakthrough dialogue
  • Introduce new ways to create engagement and connected relationships
  • Drive a mindset of collective impact
This Genius session is for those who are on the edge, those that don’t need to rely on outdated assumptions about how things are supposed to be – because those very things have gotten us into this mess. Innovation means that we are creating new ways—not pursuing the existing template of how things are done. Genius brings together leaders who are actively engaged in building tomorrow’s systems today, and know that the road to the future needs to be blazed with courage and a desire to learn.

Some background information on the Genius 100 Visions, Inspired by Einstein
As a result of the gathering in Montreal, Canada in September 2017, celebrating Genius 100 Visions, we have embarked on along-term strategy to support the purpose-driven initiatives that resulted from the extraordinary weekend event. A weekend recap video for you to view is here. We also quietly uploaded the 5-6 minute talks from the Innovation Summit of the visionaries who shared their vision for the future from Dan Goldin (longest running administrator of NASA - three presidencies), to Dr Obiageli Ezekwilsili whose heartfelt "Bring our Girls" campaign captivated that the world.

We are bringing the 100 visions to life through collaboration with the visionaries from around the world. From Noah's Arc, an initiative that will help create a tissue bank of endangered species to the IMAX film project "Einstein's Incredible Universe" that will be shared to over 35 million people around the globe in 2020, we are fulfilling Albert Einstein's vision to bring genius and imagination to create hope for humanity. 
We also printed a prototype of our impressive 3D book in space. Have a look at the video here.

Additional resources mentioned:


Speakers
avatar for Adil Adi

Adil Adi

Family Office Founder, Adi Family Office
Under Adil's leadership, WorldLink has grown from 1 employee to over 1,200 in offices throughout the world. Due to this growth, WorldLink received recognition from Inc., Deloitte, and others as it partnered with some of the world's largest corporations around Cloud & Data/Analytics... Read More →
avatar for Ayelet Baron

Ayelet Baron

Ayelet Baron is a visionary author, speaker, coach, workshop facilitator, and former tech executive committed to making a transformational impact on business.After undergoing a personal transformation, she realized the magnitude of how much the corporate world had lost its way, and... Read More →


Friday September 14, 2018 10:30am - 12:00pm PDT
Monterey, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

10:30am PDT

Strategies for the Future Investor
“Impact Investing is not a profession for me. It’s a way of life.” So says Daryn Dodson, Managing Partner of Illumen Capital. Join this conversation with Daryn and others interested in exploring the many available options for investing the proverbial “other 95%” of your foundation’s endowments – as well as your personal approach to investing in the future.

Related Resources
Video: Bringing Friends and Family Into Investment

Speakers
avatar for Daryn Dodson

Daryn Dodson

Managing Director, Illumen Capital
Daryn Dodson is Founder and Managing Director of Illumen Capital, an impact investing private equity firm that provides a pathway for investors to invest in the world’s top impact fund managers. Illumen invests and, through a partnership with Stanford University, reduces implicit... Read More →



Friday September 14, 2018 10:30am - 12:00pm PDT
Carmel, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

12:00pm PDT

Break
Friday September 14, 2018 12:00pm - 12:15pm PDT
Nikko Ballroom, Lobby, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

12:15pm PDT

Audacious Philanthropy: Early Stage to Big Bets
Solving big, intractable problems often requires risky, innovative solutions. How can you identify organizations, leaders, and social innovators that are in a position to achieve audacious results? What are your roles as an early-stage funder beyond just the grantmaking dollar? How can you leverage your connections, reputation, and expertise to help position a social entrepreneur or changemaker institution so that it may take advantage of a “Big Bet” investment from you or another funder or collaboration of funders? Hear from a panel of social entrepreneurs and donors discussing their perspectives on the required elements of effective partnerships that help take an idea from early stage to audacious results.

Related Resources

Website: Audacious Project


Speakers
avatar for Ashley Snowdon Blanchard

Ashley Snowdon Blanchard

Board Member, Hill-Snowdon Foundation
Ashley Snowdon Blanchard is a seasoned nonprofit strategy and management consultant. For 15 years she has helped dozens of clients with strategic planning, organizational and board development, as the Associate Director of Philanthropy at TCC Group, and more recently as the principal... Read More →
avatar for Susan Wolf Ditkoff

Susan Wolf Ditkoff

Partner, The Bridgespan Group
Susan Wolf Ditkoff is a partner and co-head of Bridgespan's Philanthropy Practice. Since 2001, she has advised philanthropists and foundations seeking to get better results from their giving, and she has led planning and design teams with nonprofit leaders who are implementing large-scale... Read More →
avatar for Angelou Ezelio

Angelou Ezelio

Founder & CEO, Greening Youth Foundation
Angelou’s love for the environment stretches far back to when she was a little girl who had the chance to escape the dense urban streets of Jersey City, New Jersey, to summer in upstate New York.After a brief stint of practicing law, it was through her work as a Legal Specialist... Read More →
avatar for Richard Woo

Richard Woo

Chief Executive Officer, Russell Family Foundation
Richard Woo is the Chief Executive Officer of The Russell Family Foundation. He guides the Foundation's strategic planning, programs and community affairs. Prior to arriving at the foundation, he spent many years working in nonprofit organizations and business in California. He is... Read More →



Friday September 14, 2018 12:15pm - 2:00pm PDT
Nikko I & II Ballroom, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

2:00pm PDT

Break
During this extended break, we invite you to Imagine the Future together as you continue conversations from the session, chat with old friends and meet new ones, and visit our sponsor tables to learn more about the field.

Friday September 14, 2018 2:00pm - 2:15pm PDT
Nikko Ballroom, Lobby, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102

2:15pm PDT

Closing Plenary: 21st Century Donors and Leaders for Change
How are 21st century donors taking a new approach to giving, philanthropy, and leadership? Join  this conversation with emerging philanthropists and leaders as they share advice and perspectives on making change in significant ways.

Related Resources

Impact Stories: Celebrating your Family, Community, and Philanthropy
Farhad invites us all to reimagine the role of philanthropy—and both the opportunities and power it provides. After being gifted a significant amount of money, he and his sister founded the Chorus Foundation to tackle the global climate crisis.

Webinar: Generation next- Young donors inspiring a new generation of philanthropistsThe dream of many family foundation donors is to instill a lifelong love of philanthropy and giving back to future generations of one’s family. In some cases, this love of philanthropy translates into a desire on the part of younger family members to instill in others the joy that giving and philanthropy brings. This webinar shares the examples of young donors who have become leaders of organizations dedicated to inspiring and supporting a new generation of philanthropists. The webinar also includes a discussion of how involvement in their family’s philanthropy led them to choose this career path, what their organizations are doing to encourage new donors, and how they envision the future of this important work. Listen in on this motivating and practical conversation with several leaders from Generation Next!

Video: Alan Eustace: Record Breaking Near-Space Dive

 

Speakers
avatar for Farhad A. Ebrahimi

Farhad A. Ebrahimi

Founder, Chorus Foundation
Farhad Ebrahimi is the Founder and Chair of the Chorus Foundation, which works for a just transition to a regenerative economy in the United States. The Chorus Foundation supports communities on the front lines of the old, extractive economy to build new bases of political, economic... Read More →
avatar for Alan Eustace and Kathy Kwan

Alan Eustace and Kathy Kwan

Founders, Eustace-Kwan Family Foundation
A few years ago, Alan Eustace, then a senior vice president at Google, reached even greater heights. Literally. The daring computer engineer ascended in a balloon to the stratosphere and, well, jumped. From more than 135,000 feet. He set a still-unbroken world record for highest and... Read More →
avatar for A. Sparks

A. Sparks

Executive Director, The 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 the Founding Executive Director of the Masto Foundation... Read More →
avatar for Rick Williams

Rick Williams

Chief Executive Officer, Sobrato Family Foundation
Rick is the Chief Executive Officer of the Sobrato Family Foundation (SFF). Prior to joining SFF, Rick founded and was President of Realize Consulting Group, a management consultant firm for philanthropic and nonprofit organizations. Rick also served at the Director of the Asset Funders... Read More →



Friday September 14, 2018 2:15pm - 3:30pm PDT
Nikko I & II Ballroom, 3rd Floor Hotel Nikko, 222 Mason St, San Francisco, CA 94102
 

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