Join this webinar to learn how two foundations are engaging families to support impact investing initiatives. Get insight on what steps you should take to educate your board and how to determine where to invest funds.
Impact investing has the potential to enable every foundation, regardless of size, to pursue its philanthropic mission more effectively. It can help family foundations with few or no staff put more and different types of capital to work for social good. Even better, it can deliver philanthropic impact alongside financial returns—which enables reinvestment of those funds in pursuit of even more social good.
This webinar is offered with that opportunity in mind – and specifically to support small-staffed foundations seeking to use impact investing to further their missions. The session will provide a starting point, a review of key questions to consider plus ways to answer them, a variety of tools and connections to additional resources.
Morgan Family Foundation
Lori Kuhn is the first executive director of the Morgan Family Foundation, a position she has held since 2004. She oversees all activities of this private foundation including grantmaking, investments, communication and administration and works closely with the board members to achieve their philanthropic goals. Previously she served for seven years as the director of statewide projects and regional programs (northwest region) with the Ohio Grantmakers Forum in Columbus, a regional association of grantmakers with approximately 200 members across the state. In this capacity she organized conferences and workshops; conducted research on philanthropy in Ohio; and provided information, advice, referrals and strategic planning for foundations. Lori spent eight years in the community foundation field prior to this, as the first executive director of The Springfield Foundation and as donor relations officer with The Dayton Foundation. A native of Silver Spring, Maryland, Lori holds a BA in elementary education from Antioch College. She is a graduate of Leadership Dayton, and has served on a number of nonprofit boards and task forces. She and her husband Karl Hendrickson reside in Yellow Springs and have three children.
Stephen T. Williams
Chief Financial Officer
Morgan Family Foundation
Steve Williams is the chief financial officer and assistant treasurer of the Morgan Family Foundation. He oversees most of the Foundation’s financial activities and is the primary liaison to its accounting, investment advising and impact investing consultants. Steve also serves as business administrator for St. John Missionary Baptist Church in Springfield, Ohio, where he is responsible for financial oversight and contractual matters with legal counsel and outside vendors. Prior to joining Morgan Family Foundation and St. John, Steve spent twenty-five years in the financial and investment management arena, serving as a board appointed vice president at The Ohio National Life Insurance Company and The Ohio Casualty Corporation. He has managed a number of investment portfolios and advised pension committees on asset allocation and investment managers. He has a BBA in finance from the University of Cincinnati. Steve is active in ministry and has served on various nonprofit boards. He is married to Angela “Cathy” Williams and has five children and nine grandchildren.
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- Members of CMF or POH: Members of CMF and POH must register through their association’s website.
- All Others ($50 per webinar): Non-members can register by logging into IPA’s website. If you do not have an account, you may create one here.
Please contact Catrena Morrow with any questions by email or call at 317-630-5200 Ext. 110.
This program is part of the Midwest Family Foundation Webinar Series, presented in collaboration by Indiana Philanthropy Alliance, Philanthropy Ohio (POH), and Council of Michigan Foundations (CMF). UPCOMING WEBINARS | WEBINAR RECORDINGS