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

Meeting Room: Glen Ellen Room, Tower Meeting Rooms
7:30 a.m. - 9 a.m.
Tuesday Breakfast Plenary: Voices of the Next Generation

Join us for a lively conversation with two engaging Next Gen philanthropists and civil society leaders. Katherine Lorenz and Daniel Lurie will talk about continuing their families’ philanthropic endeavors while leaving their own mark. Emi Kolawole will lead the discussion. You’ll leave this session feeling inspired by their vision for creating change in the world.

Listen to the audio recording of this session.

Presenter(s): Katherine Lorenz, President and Treasurer, The Cynthia and George Mitchell Foundation; Daniel Lurie, CEO and Founder, Tipping Point Community
Moderator(s): Emi Kolawole, Editor, Ideas@Innovations and On Giving, The Washington Post

Meeting Room: Imperial Ballroom, Ballroom Level
8 a.m. - 11:30 a.m.
Off Site Experience: Innovations in Education: Silicon Valley Style

Meet and talk with innovators working with students who face challenges such as poverty, the need to learn English, and limited educational role models. You’ll also experience creative partnerships that bring new resources to schools and take away ideas that can be implemented at home.

Moderator(s): Gina Dalma, Program Officer for Education, Silicon Valley Community Foundation
Session Designer(s): Marie Young, Director, Donor Engagement, Silicon Valley Community Foundation

Meeting Room: TBD
9 a.m. - 9:30 a.m.
Refreshment Break in Family Central

Meeting Room: Regency Ballroom, Ballroom Level
9:30 a.m. - 11 a.m.
Concurrent Sessions
Increasing Opportunities for Undocumented Students: Why Silicon Valley Philanthropists Are Making the Investment

Last year, the Department of Homeland Security announced a new policy to allow more than 1.4 million undocumented youth (also known as “dreamers”) to live and work legally in the United States. Unfortunately, many of them lack the educational and economic opportunities to benefit fully from this policy. Hear from dreamers and Silicon Valley philanthropists about why investing in undocumented youth is good for America's future.

Listen to the audio recording of this session.

Presenter(s): Jose Ivan Arreola, Outreach Manager, Educators for Fair Consideration; Catherine Eusebio, Consultant, Asian American/Pacific Islanders in Philanthropy; Katharine Gin, Cofounder and Executive Director, Educators for Fair Consideration ; Eva Grove, Board Member, Grove Foundation; Jeff Hawkins , Founder, Palm Computing and Handspring; Elizabeth D. Simons, President, The Heising-Simons Foundation
Session Designer(s): Cynthia Choi, NGEC National Director, Asian Americans/Pacific Islanders in Philanthropy; Katharine Gin, Cofounder and Executive Director, Educators for Fair Consideration

Meeting Room: Gold Room, Ballroom Level
Beyond Grants: Non-Financial Ways to Support Grassroots Organizations

There are many tools that foundations can use to support grantees. Learn how to think outside the box with regard to training, technical assistance, coaching, resource mobilization, advocacy, and more, and discover new ways to support grantees beyond writing a check.  

Listen to the audio recording of this session.

Presenter(s): John Esterle, Executive Director, The Whitman Institute; Katrin Wilde, Executive Director, Channel Foundation
Moderator(s): Karen Ashmore, Executive Director, Global Education Fund
Session Designer(s): Karen Ashmore, Executive Director, Global Education Fund

Meeting Room: Atherton, Tower Meeting Room
Beyond Silos and Short-Term Goals: How High-Impact Are Your Strategies?

Narrow, well-defined strategies are not always the best way to achieve lasting change. Learn how to move beyond siloed approaches and achieve higher impact, map your foundation’s strategies, and walk out with actionable ideas. A new report from the National Committee for Responsive Philanthropy will also be unveiled.

Listen to the audio recording of this session.

Presenter(s): Aaron Dorfman, Executive Director, National Committee for Responsive Philanthropy; Mario Lugay, Program Officer, Mitchell Kapor Foundation; Tiffany Price, Director of Assistance and Advising, Mitchell Kapor Foundation
Session Designer(s): Cedric Brown , CEO, Mitchell Kapor Foundation; Aaron Dorfman, Executive Director, National Committee for Responsive Philanthropy; Ellen Friedman , Executive Director, Compton Foundation

Meeting Room: Pagoda Room, Lobby Level
Salon: Working with Government

Family philanthropists are increasingly engaging with government—locally and nationally—to advance shared goals. What are the myths and realities about working with government? What perceptions do government entities have about family philanthropists? Beyond resources, what assets do family philanthropists bring to the table in a public-philanthropic relationship? These questions and others will be addressed during this discussion.

Meeting Room: Piedmont, Tower Meeting Rooms
Taking Smarter Risks for Greater Impact

Smaller foundations have the resources to affect change on a significant scale and the nimbleness to target efforts. Doing so, however, is frequently associated with taking greater risk. How can your foundation take smart risks to achieve greater impact? Learn about strategies such as doing deep due diligence, working in partnerships, and engaging grantees and constituents. Also, learn ways to lay the groundwork inside your foundation for taking greater risk for higher return.

Listen to the audio recording of this session.

Access presentation materials:

Presenter(s): Amy Freeman, Program Director, Walter S. Johnson Foundation; Jessamyn Lau, Program Leader, Peery Foundation; Hanh Le , Director of Member Services, Association of Small Foundations; Ash McNeely, Executive Director, Sand Hill Foundation; Cecilia Stancell, Program Officer, Dyson Foundation
Session Designer(s): Amy Freeman, Program Director, Walter S. Johnson Foundation; Jessamyn Lau, Program Leader, Peery Foundation; Hanh Le , Director of Member Services, Association of Small Foundations; Cecilia Stancell, Program Officer, Dyson Foundation

Meeting Room: Sacramento, Tower Meeting Room
The Right Tool for the Job: The “Lifecycles” Approach to Identifying Your Ideal Evaluation

A “Lifecycles” approach to evaluation is an important diagnostic tool and systems-based evaluative framework. This session includes practical approaches to determining your program and evaluation lifecycle phases, and explains the implications of non-alignment. An introduction to this approach will be followed by a moderated discussion using two current and contrasting case studies: The Center for Resilient Cities and Wilson Commencement Park.

Access presentation materials:

Presenter(s): Deirdre W. Garton, Board Member, Marie C. & Joseph C. Wilson Foundation; Cath Kane, Assistant Director of Evaluation , Weill Cornell Clinical Translational Science Center; Joe Sensenbrenner, Board President, Center for Resilient Cities
Session Designer(s): Elenore Garton, Vice Chair, Marie C. & Joseph C. Wilson Foundation

Meeting Room: TBD
Translate Amazing Giving into Inspiring Stories: The Art of Explaining What You Do

Your foundation is fabulous! So why are people bored when you talk about it? Join us for a workshop on the art of storytelling and learn how to translate your family’s giving journey into stories that will inspire individuals inside your family, civic leaders, and donors in your community.

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Presenter(s): Katherine Lorenz, President and Treasurer, The Cynthia and George Mitchell Foundation; Joel Solomon, President, Renewal Partners
Session Designer(s): Jason Franklin, Executive Director, Bolder Giving; Elizabeth B. Sullivan, Managing Director, Corporate, Independent and Family Philanthropy, Council on Foundations

Meeting Room: Crystal Room, Ballroom Level
9:30 a.m. - 10:30 a.m.
The Genius is In: Legal Affairs

Every foundation operates under certain legal standards. There are filings and disclosures that must be maintained and inherent risks such as failure to operate the foundation exclusively for charitable purposes, using the assets or resources of the foundation to benefit a private individual or private interest, involvement in political campaigns or substantial lobbying activities, and conducting a trade or business that is not related to the exempt purpose of the foundation  The legal expert is a certified attorney who can give you advice on these and other legal issues.  

Presenter(s): Jill S. Dodd , Partner, Manatt, Phelps & Phillips LLP

Meeting Room: TBD
11 a.m. - 11:30 a.m.
Refreshment Break in Family Central

Meeting Room: Regency Ballroom, Ballroom Level
11:30 a.m. - 1:30 p.m.
Closing Lunch Plenary: Think Differently, Think Black Sheep

Explore a new way of approaching your giving with Peter Sims, best-selling author of Little Bets: How Breakthrough Ideas Emerge from Small Discoveries, founder of the BLKSHP, and cofounder of Fuse Corps.

Speaker(s): Peter Sims, Award-winning Author, Founder of the BLKSHP, and Cofounder of Fuse Corps

Listen to the audio recording of this session.

Meeting Room: Imperial Ballroom, Ballroom Level