7 a.m. - 7:45 a.m.
Morning Yoga

Meeting Room: Glen Ellen Room, Tower Meeting Rooms
8 a.m. - 11 a.m.
Peer-Learning Workshop: Navigating Your Organization’s Transition

Today's family foundations are part of a constantly changing world. Some changes are caused by transitions within a community, while others are necessitated by trustee or staff turnover. Each transition presents an opportunity to engage in new thinking and examine fresh approaches to increase a family's ability to effect positive change in the world. As a follow-up to the CEO Workshop, this preconference session aims to equip all leaders in family giving—staff, trustees, and their professional advisers—with an understanding of the most likely transitions encountered in family foundations, and the important considerations in managing through those transitions. With this shared framework in hand, attendees will workshop their own stories of transition through peer-consulting groups and explore solutions.

Download the presentation slides.

Presenter(s): Virginia M. Esposito, President, National Center for Family Philanthropy
Session Designer(s): Teresa Bonner, Principal, Family Philanthropy Advisors; Elizabeth B. Sullivan, Managing Director, Corporate, Independent and Family Philanthropy, Council on Foundations

Meeting Room: Crystal Room, Ballroom Level
8 a.m. - 9:05 a.m.
Film + Video Festival: Cafeteria Man a film by Richard Chisolm

After several angry kids brought their horrible cafeteria food to the Baltimore City School Board, food expert and chef Tony Geraci came to town as the new food and nutrition director. His plan: feed kids healthy, locally-sourced meals, teach them nutritional awareness, and offer them vocational opportunities in the world of food. "Cafeteria Man" chronicles Geraci’s tenacious efforts to kick-start school reform in Baltimore.

Watch the trailer.

Meeting Room: Empire Room, Ballroom Level
9 a.m. - 11 a.m.
Institute for New Philanthropists - Day 2

Cost is $269 for members and $419 for nonmembers.

In a candid conversation facilitated by 21/64, participants will hear two live interviews that reveal both the positive and negative aspects of being a family trustee or CEO. There will be plenty of time to ask questions.

Presenter(s): Megan Kashner, Founder and CEO, Benevolent; Erin Potts, Executive Director, Air Traffic Control; Navarrow Wright, Founder, Close The Divide Project
Moderator(s): Danielle Oristian York, Director, 21/64
Session Designer(s): Sharna Goldseker, Managing Director, 21/64, The Andrea and Charles Bronfman Philanthropies, Inc. ; Danielle Oristian York, Director, 21/64

Meeting Room: Hillsborough, Tower Meeting Room
9:15 a.m. - 10:45 a.m.
Film + Video Festival: To Be Heard a film by Roland Legiardi-Laura, Deborah Shaffer, Amy Sultan, and Eddie Martinez

This award-winning PBS production tells the story of three Bronx, N.Y., high school students and three innovative, courageous educators who develop a unique program using literacy and poetry to empower young people through language. In our country—where two thirds of all those enmeshed in the penal system are functionally illiterate and only one in eight adults can read well enough to understand the U.S. Constitution—"To Be Heard" helps show why we are in need of new approaches to these problems.

Watch the trailer.

 

Meeting Room: Empire Room, Ballroom Level
10 a.m. - 10:15 a.m.
The Genius is In: Got app? Family Philanthropy Conference App Demonstration

Got the app but don’t know how to use it? No problem—visit the Genius Is In, in booth number 108, to learn how to make the most of app features, including the complete schedule, an exhibitor directory, and speaker information.

Meeting Room: Regency Ballroom, Ballroom Level
10:30 a.m. - 10:50 a.m.
Learning Lab: D5 Present Data Findings on Diversity Work

Take a few moments to hear the latest about the important work of the D5 Coalition.

Presenter(s): Kelly Brown, Director, D5 Coalition
Session Designer(s): Kelly Brown, Director, D5 Coalition

Meeting Room: Valley Room, Ballroom Level
11 a.m. - 11:45 p.m.
Networking Brunch

Meeting Room: Imperial Ballroom, Ballroom Level
12 p.m. - 2 p.m.
Conference Kick-Off & Opening Plenary: Systems Thinking: Help Your Giving Create Greater Change

The cornerstone of the conference is systems thinking. David Peter Stroh will outline that concept and explain how your giving family fits into the broader framework of a complex system.

The growing complexity of our world and the problems we face challenge foundations to work in new ways. Learn about basic systems thinking tools and guidelines for systems evaluation, why good intentions are not enough to solve today’s problems, the differences between conventional and systems thinking, how to identify high-leverage interventions, and more. After exploring these concepts, there will be time to converse with colleagues and apply systems thinking to an area of interest to your foundation. You’ll also leave with specific suggestions for taking these ideas home.

Listen to the audio recording of David Peter Stroh's presentation.

Download the presentation slides.

Presenter(s): Mary L. Galeti, Vice Chair, Tecovas Foundation; Elenore Garton, Vice Chair, Marie C. & Joseph C. Wilson Foundation; ; Vikki Spruill, President and CEO, Council on Foundations; David Peter Stroh, Founder and Principal, Bridgeway Partners

Meeting Room: Imperial Ballroom, Ballroom Level
2 p.m. - 3 p.m.
Refreshment Break in Family Central

Meeting Room: Regency Ballroom, Ballroom Level
2:15 p.m. - 2:45 p.m.
The Genius in In: Got app? Family Philanthropy Conference App Demonstration

Got the app but don’t know how to use it? No problem—visit the Genius Is In, in booth number 108, to learn how to make the most of app features, including the complete schedule, an exhibitor directory, and speaker information.

Meeting Room: Regency Ballroom, Ballroom Level
2:30 p.m. - 4:30 p.m.
How the Next Generation Plans to Change the World

Join leaders from 21/64 and the Dorothy A. Johnson Center for Philanthropy as they reveal the findings of their landmark Next Gen survey. Learn what causes these emerging donors are most passionate about and the major influences that are shaping their perspectives on philanthropy.
 

Presenter(s): Jaimie Mayer Phinney, Trustee, The Nathan Cummings Foundation; Michael Moody, Ph.D., Frey Chair for Family Foundations and Philanthropy, Johnson Center for Philanthropy at Grand Valley State University; Zac Russell, Board Member, The Russell Family Foundation; Danielle Oristian York, Director, 21/64
Session Designer(s): Elizabeth B. Sullivan, Managing Director, Corporate, Independent and Family Philanthropy, Council on Foundations; Danielle Oristian York, Director, 21/64

Meeting Room: Pagoda Room, Lobby Level
2:30 p.m. - 4 p.m.
Film + Video Festival: Funding Innovation in Media and Technology—A Social Impact Conversation

Join Leetha Filderman, president of PopTech, and Josh Nesbit, executive director of Medic Mobile, for a discussion about media and technology innovation for social change. Hear how collaborative initiatives like PeaceTXT—led by PopTech and partners Medic Mobile and CureViolence—are creating simple, sustainable, and scalable projects that have huge impact worldwide—from health care delivery to stopping the spread of violence. PeaceTXT is supported by the Rita Allen Foundation, with additional support from the Indigo Trust.

 

 

 

 

Presenter(s): Leetha Filderman, President, PopTech; Josh Nesbit, Chief Executive Officer, Medic Mobile

Meeting Room: Empire Room, Ballroom Level
2:45 p.m. - 3 p.m.
The Genius is In: Sustainable Investing in Fixed Income

This presentation will discuss the case for environmental, social and governance “ESG” analysis in the bond markets, and consider options beyond the limits of negative screening. Sustainable fixed income investing can be an essential strategy for building risk adjusted investment returns and social returns. Responsible investors and fixed income investors will find the presentation timely. 

Presenter(s): Tim Coffin, Senior Vice President, Breckinridge Capital Advisors

Meeting Room: Regency Ballroom, Ballroom Level
3 p.m. - 4 p.m.
Concurrent Sessions
Advocacy 101: Fundamental Strategies to Amplify Your Mission

Philanthropic strategy without advocacy is like a garage band without loudspeakers. How can advocacy amplify your family foundation’s mission? Learn from your peers about different opportunities and practical tools that private foundations can use to fund or influence public policy efforts and achieve systemic, large-scale change.

Listen to the audio recording of this session.

Download the presentation slides.

Presenter(s): Megan Bell, Executive Director, Marie C. & Joseph C. Wilson Foundation; Kelly Shipp Simone, Vice President Legal Affairs, Council on Foundations
Session Designer(s): Elizabeth B. Sullivan, Managing Director, Corporate, Independent and Family Philanthropy, Council on Foundations

Meeting Room: Crystal Room, Ballroom Level
Bringing the Best to Your Own Backyard

Family foundations’ sense of place and connections can be valuable when looking at city-to-city replication. This session addresses three processes: (1) seeing a good program and replicating it in your community, (2) observing a local need and importing a solution, and (3) finding a successful organization and helping fund early stages of broad scaling.

Listen to the audio recording of this session.

Presenter(s): Deborah Bussel, Principal, Bussel Philanthropy Associates; Casey Johnson, Executive Director, GreenLight Fund
Moderator(s): Amy Segal Shorey, Director, GMA Foundations
Session Designer(s): Amy Segal Shorey, Director, GMA Foundations

Meeting Room: Sacramento, Tower Meeting Room
Is Family Philanthropy Ready for Adventures in New Giving?

Crowdfunding. Social giving. Unsectored solutions. Hacker and maker cultures. Citizen-led social innovation. These ideas and others are shaping new pathways for giving. Will they complement your family’s philanthropy or distract from it? Join us for a fun, honest discussion of new frontiers in giving.

Listen to the audio recording of this session.

Presenter(s): Erin Barnes, Cofounder/ Executive Director, ioby; Nathaniel James, Founder, Philanthrogeek; Tony Macklin , Executive Director, Roy A. Hunt Foundation
Session Designer(s): Nathaniel James, Founder, Philanthrogeek; Tony Macklin , Executive Director, Roy A. Hunt Foundation

Meeting Room: Atherton, Tower Meeting Room
Salon: The Family Case for Global Giving

As younger generations bring more of a global perspective and interest to their family's philanthropy, tension can often arise - especially where the mantra "There is more than enough need here at home" has persisted for years.  What obstacles must be removed and what approaches can internationally focused family members use to educate and win over their fellow trustees or even the founders?

Moderator(s): Jim Coutré, Partner, The Philanthropic Initiative
Session Designer(s): Jim Coutré, Partner, The Philanthropic Initiative

Meeting Room: Hillsborough, Tower Meeting Room
Why Should You Care About the Lack of Diversity in Technology and Digital Literacy?

In this session, we will dive into the issue of the new "digital divide"; how it affects us all and how critically important it is to solve this problem soon.

Listen to the audio recording of this session.

Presenter(s): Navarrow Wright, Founder, Close The Divide Project
Session Designer(s): Edward M. Jones, Director, Conference Planning, Council on Foundations

Meeting Room: Piedmont, Tower Meeting Rooms
3 p.m. - 4 p.m.
The Genius is In: Governance

Never before has the role of family foundation board members been so important. Do you maintain minutes of all board meetings and committee meetings that are authorized to act on behalf of the board? Do you provide a copy of the Form 990 to the board before it is filed? Have you adopted a written conflict of interest policy? Have you side-stepped all self-dealing rules? Come and visit for guidance on these and other related topics.

Presenter(s): Brigit Kavanagh , Attorney, Adler & Colvin; Janet Y. Spears, Chief Operating Officer, East Bay Community Foundation

Meeting Room: Regency Ballroom, Ballroom Level
3 p.m. - 4:30 p.m.
Concurrent Sessions
Learning How Leaders Deal With Complex Problems: From Deforestation in Indonesia's Sumatran Jungles to the War in Iraq

This is a session for participants interested in the practical implications of working in complex circumstances. How does complexity thwart good intentions, and what can be done to prevent it? Part discussion, mainly of group participation, we will construct the framework of a plan, one which participants will be able to build on and put to use.

Listen to the audio recording of this session.

Presenter(s): Philippe Cousteau, President and Cofounder, EarthEcho International; Col. Casey Haskins (Ret. U.S. Army), The BLKSHP

Meeting Room: Gold Room, Ballroom Level
3 p.m. - 3:20 p.m.
Learning Lab: Working Together For Common Purpose: Family Offices and Family Philanthropy

Hear about the findings from the National Center for Family Philanthropy’s new study, “Working Together for Common Purpose: Family Philanthropy Through the Family Office.” The session will also focus on common themes for success and failure in this relationship, as well as areas for future inquiry and exploration.

Presenter(s): Anne Etheridge, Founding Director, The Norton Family Office; Kathy Whelpley, Vice President, National Center for Family Philanthropy
Session Designer(s): Jason Born, Senior Program Director, National Center for Family Philanthropy

Meeting Room: Valley Room, Ballroom Level
3 p.m. - 5 p.m.
Off Site Experience: Homeless but Not Helpless or Hopeless

Get a firsthand look at how Santa Clara County’s largest homeless service providers for families and youth are offering hope for the future through access to basic services, health care, case management, education, job training, and child care.

Transportation will be provided by bus.  Please gather on Market Street, in front of the hotel.

Session Designer(s): Marie Young, Director, Donor Engagement, Silicon Valley Community Foundation

Meeting Room: Off-Site
4 p.m. - 4:30 p.m.
Refreshment Break in Family Central

Meeting Room: Regency Ballroom, Ballroom Level
4 p.m. - 4:20 p.m.
Learning Lab: How Resources Flow from National to State to Local to Nonprofits

Are you curious how your tax dollars make the often circuitous journey from the federal government all the way to your local nonprofit? Attend this learning lab to gain a better understanding of this complicated process.

Listen to the audio recording of this session.

Download the presentation slides.

Presenter(s): Stephanie Powers, Managing Director, Public-Philanthropic Partnerships, Council on Foundations

Meeting Room: Valley Room, Ballroom Level
4:10 p.m. - 5:45 p.m.
Film + Video Festival: Our School a film by Mona Nicoara and Miruna Coca-Cozma

Three Roma children from a small Transylvanian town participate in a project to desegregate the local school, struggling against indifference, tradition, and bigotry with humor, optimism, and sass. This film is a captivating and often funny story about hope and race, as well as an elegy about generational prejudice and squandered opportunities.

Watch the trailer.

 

Meeting Room: Empire Room, Ballroom Level
4:15 p.m. - 4:30 p.m.
The Genius is In: Got app? Family Philanthropy Conference App Demonstration

Got the app but don’t know how to use it? No problem—visit the Genius Is In, in booth number 108, to learn how to make the most of app features, including the complete schedule, an exhibitor directory, and speaker information.

Meeting Room: Regency Ballroom, Ballroom Level
4:30 p.m. - 6 p.m.
Concurrent Sessions
*Investing in Girls and Women: Innovations & Opportunities for Impact

Discover why it’s so important to invest in girls and women, and hear more about their incredible potential as change agents in the United States and abroad. We’ll also explore innovative strategies for promoting girls and women’s rights, including grassroots community-level work and large-scale policy and advocacy efforts.

Presenter(s): Karen Ashmore, Executive Director, Global Education Fund; Victoria Dunning, Vice President for Programs, The Global Fund for Children; Pamela Shifman, Director, Initiatives for Girls and Women, NoVo Foundation
Moderator(s): Katrin Wilde, Executive Director, Channel Foundation
Session Designer(s): Karen Ashmore, Executive Director, Global Education Fund; Victoria Dunning, Vice President for Programs, The Global Fund for Children; Caitlin Ho, Associate, Initiatives for Girls and Women, NoVo Foundation; Pamela Shifman, Director, Initiatives for Girls and Women, NoVo Foundation

Meeting Room: Gold Room, Ballroom Level
*Riding the New Wave of Civic Engagement with Digital Media

Nonprofits are expanding their efforts to influence public policy through e-mail, Twitter, and Facebook. How should foundations respond to these new tools? Hear how digital media is being used, a foundation’s legal liability for its support, and how to evaluate the work.

Listen to the audio recording of this session.

Access presentation materials:

Presenter(s): Daren Garshelis, Counsel, Alliance for Justice; Beth Kanter, Author, Blogger, Trainer, Beth's Blog; Kate Wing, Program Officer, Gordon and Betty Moore Foundation
Session Designer(s): Susan Hoechstetter, Senior Advisor for Foundation Advocacy and Evaluation, Alliance for Justice; Kate Wing, Program Officer, Gordon and Betty Moore Foundation

Meeting Room: Atherton, Tower Meeting Room
*The Time is Now: The Next Generation is Here and Ready to Participate in Philanthropy

This session will look at successful models for engaging members of the Next Generation, some as young as nine years old, in philanthropy. You’ll hear from members of the Next Gen, as well as the professionals working with them, about what has worked at nonprofits and family and community foundations.

Listen to the audio recording of this session.

Presenter(s): Mary L. Galeti, Vice Chair, Tecovas Foundation; Joline Godfrey, CEO, Independent Means, Inc.; Lisa Parker, President, The Lawrence Welk Family Foundation; Hannah Salwen, Coauthor, The Power of Half: One Family’s Decision to Stop Taking and Start Giving Back; Kim Wright, Director, Philanthropic Services, The Seattle Foundation
Session Designer(s): Audrey Jacobs, Director, Center for Family Philanthropy, Community Foundation for Greater Atlanta

Meeting Room: Pagoda Room, Lobby Level
Impact Investing 101: Strategies to Maximize Your Philanthropic Impact - Program Related Investing and Market Rate Mission Investing

Join your family foundation peers for a discussion about mission related investing, including strategies to extend your foundation’s impact by utilizing program related investments or market rate investment opportunities. This session is designed for individuals who are new to mission investing. An introductory presentation will be followed by real-life examples from families actively involved in mission investing. A representative from Mission Investors Exchange will also be on hand to discuss useful tools and resources. This program is complemented by two other sessions about mission investing on Monday (10:30 a.m. – noon and 3:30–5:30 p.m.).

Listen to the audio recording of this session.

Presenter(s): Melanie Audette, Manager, Education and Training, Mission Investors Exchange; Jennifer Pryce, Managing Director, Strategic Initiatives, Calvert Foundation
Session Designer(s): Melanie Audette, Manager, Education and Training, Mission Investors Exchange; Kimberly Roque, Independent Services Manager, Council on Foundations

Meeting Room: Crystal Room, Ballroom Level
Learning Lab: Get Hands-on Tools and Be Inspired to Innovate

Join this hands-on design session with Nadia Roumani and Evelyn Huang from the The Hasso Plattner Institute of Design ("d-school") at Stanford University, and Ralph King producer and co-director of the film “Extreme by Design” to experience how design thinking can be used to solve tough problems.  By exploring the foundations of human-centered design, this session will both take you through the steps of design thinking in a learning activity as well as provide inspiration from King's new film “Extreme by Design.”  This film follows the journey of college students who design and build products to solve seemingly intractable problems for the world’s poor.

Presenter(s): Evelyn Huang, Lecturer, Executive Education, Hasso Plattner Institute of Design At Stanford; Ralph King, Filmmaker/Founder, Hawkview Pictures, LLC; Nadia Roumani, Fellow and Lecturer, Hasso Plattner Institute of Design at Stanford

Meeting Room: Imperial Ballroom, Ballroom Level
Salon: Anonymity and Recognition in Family Giving

Do named gifts such as the Giving Pledge help encourage other philanthropists to give more generously? What are the risks or trade-offs to donors and how are they handled? What are the arguments for anonymity?

Moderator(s): Teresa Bonner, Principal, Family Philanthropy Advisors

Meeting Room: Hillsborough, Tower Meeting Room
Salon: Collaboration Pluses or Minuses

Founders often encourage their grantees to collaborate with others, but aren’t necessarily the best role models when it comes to using partnership as a tool to enhance their own impact.  Collaboration is often easier said than done, so this session will focus on how to maximize its value and avoid its pitfalls.   Come ready to share (and change) your ideas about collaboration! 

Moderator(s): Rae Richman, Director, Rockefeller Philanthropy Advisors

Meeting Room: Piedmont, Tower Meeting Rooms
Salon: Embracing Diverse Perspectives for the Common Good – How Do We Start?

Move your family foundation from the “why” of embracing diversity, equity, and inclusion in your philanthropy to the “how.” Learn about the policies and practices that family foundations have put in place that allow them to bring many voices to the table. Hear stories from family foundations that have adapted their practices to be more inclusive of new ideas, points of view, and cultural outlooks.

Listen to the audio recording of this session.

Presenter(s): Valaida Fullwood, Founder, New Generation of African American Philanthropists
Moderator(s): Kelly Brown, Director, D5 Coalition
Session Designer(s): Kelly Brown, Director, D5 Coalition

Meeting Room: Sacramento, Tower Meeting Room
The Power of Family Philanthropy in Infant and Toddler Advocacy

Learn how family foundations and nonprofits can join together to support improved infant and toddler services and early childhood education policies. You’ll also discover how flexible core support and deep partnerships can be used to create systemic change for our nation’s youngest children.

Listen to the audio recording of this session.

Presenter(s): Cristina Gallegos , Advisor, The Atlas Family Foundation, Director of Operations, JMC Philanthropic Advisors; Molly Munger, Codirector, Advancement Project ; Kim Pattillo Brownson , Director of Educational Equity, Advancement Project
Moderator(s): Alison Morgan, Major Gifts Consultant, Advancement Project
Session Designer(s): Kim Pattillo Brownson , Director of Educational Equity, Advancement Project

Meeting Room: California Room, Ballroom Level
4:30 p.m. - 5:30 p.m.
*Extended Learning Lab: Mirror, Mirror on the Wall: Board Self-Assessment

If your foundation looked into a mirror, what would it see?  A board self-assessment can help identify what’s working, what’s not, and ways to move forward intentionally, strategically, and efficiently. Attend this session to learn when, why, and how to conduct a successful board self-assessment.

Listen to the audio recording of this session.

Download the presentation slides.

Presenter(s): Ruth Masterson, Senior Program Manager, Association of Small Foundations
Session Designer(s): Ruth Masterson, Senior Program Manager, Association of Small Foundations

Meeting Room: Valley Room, Ballroom Level
4:30 p.m. - 5:30 p.m.
The Genius is In: What Your local Community Foundation Can Do for You

Have you considered partnering with your local community foundation?  If not, why not? A community foundation may offer you increased grant making flexibility, access to grantmaking experts and administrative services, a solution to the 5 percent payout, anonymity, and the potential for enhanced tax benefits. Consult with the community foundation expert to discover more.

Presenter(s): Brian Van Weele, Director of Philanthropic Planning, Marin Community Foundation

Meeting Room: Regency Ballroom, Ballroom Level
6:30 p.m. - 8 p.m.
Tech Museum Networking Event

Enjoy an evening reception on Sunday at The Tech Museum, a 132,000 square foot science and technology museum designed to "inspire the innovator in everyone." Hundreds of interactive exhibits highlight clean energy, biotechnology, space exploration, and other Silicon Valley technologies. It is the perfect space to unwind and continue your conversations with colleagues.

Meeting Room: Off-Site