Transparency vs. Privacy in Family Philanthropy
How visible and accessible should your family’s philanthropy be to others? It’s a classic question with multiple correct answers based on faith, family tradition, regulatory frameworks, strategy and many more factors. However, the pressures for transparency are rising, brought on by the ease of online research, generational shifts and calls for increased equity in philanthropy. Given those pressures, how can you find the right balance of anonymity and transparency for your family and its philanthropic vehicles? This webinar will lead you through pros, cons and examples from a spectrum of choices and provide you with resources for your own decision-making.
A Chartered Advisor in Philanthropy®, Tony helps donor families, grantmakers, and their advisors and associations answer questions about purpose, use of resources, action planning, and learning. In four years as executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing, grantmaking, trustee education, and operations for a multi-generation family. In twelve years and four roles at the Central Indiana Community Foundation, he led grantmaking and community change initiatives, advised generous entrepreneurs and families on philanthropic tools and strategy, attracted $39 million in assets and co-investments, and co-founded a social enterprise. Tony is a member of the National Network for Consultants to Grantmakers, Purposeful Planning Institute, and Advisors in Philanthropy. He also serves as senior program consultant for the National Center for Family Philanthropy, senior consultant with Ekstrom Alley Clontz & Associates, and senior advisor to the Impact Finance Center.
She has recently engaged in transistioning the family foundation following the passingof the two founders and an increase in funding capacity.
Carol has been involved in the work of Carnegie Library of Pittsburgh, a 19-location system, for nearly two decades. She served as Board Presidetn for four years and continues as a Life Trustee. Carol also serves as Vice Chair of Jewish Family and Community Services and CP and Director of the Stratford Arms Condominium Association. She was a board member and past president of the Greater Pittsburgh Community Food Bank board.
Carol graduated with a BA from the University of Pittsburgh, holds a Master of Science in Journalism degree from Medill School at Northwestern University and a Master of Public Management defree from the Heinz College at Carnegie Mellon University.
Professionally, Carol is a general partner in SMR DMR Management LLC, an invesment partnership. Carol was President of Robinson Management, Inc. where she provided consulting services to area nonprofits and businesses. Additionally, she engaged in real estate management and venture investing. Carol was Vice President of Gateway Travel Management which merged into Carlson Wagonlit Travel in 2010. Earlier in her career, Carol was Vice President of adverising and public relations for a national retail chain.
Kathy Carrier is the funder/founder of The Luminous Fund which focuses on helping people in the agencies her family and employees are passionate about. She is an entrepreneur and owner of Briljent, a consulting firm that works primarily with various state governments.
John serves as chairman of the Fred A. and Barbara M. Erb Family Foundation, the foundations mission is Advancing an environmentally healthy and culturally vibrant metropolitan Detroit and a flourishing Great Lakes ecosystem. He was the 2019 recipient of Council of Michigan Foundations and Michigan Nonprofit Association Dr. Russell G. Mawby Award for Philanthropy. A graduate of the University of Denver, John serves on the boards of the Community Foundation for Southeast Michigan and Detroit Zoological Society. He also serves on the Board of Governors for the Cranbrook Institute of Science. At the University of Michigan, he serves on the Strategic Advisory Council for the Erb Institute for Sustainable Enterprise, and the Advisory Board for the Graham Environmental Sustainability Institute. He also co-chairs the Green & Blue Network for the Council of Michigan Foundations. Past boards include the Council of Michigan Foundations, Cranbrook Educational Community, Detroit Public Television, Stratford Festival, and Bank of Birmingham.
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This program is part of the Family Foundation Midwest Webinar Series, which is produced in partnership by Indiana Philanthropy Alliance, Council of Michigan Foundation, and Philanthropy Ohio. Members of CMF and POH should register with their respective association. This series is designed for, but not exclusive to, staff and trustees working with family foundations or donor-advised funds. UPCOMING WEBINARS | WEBINAR RECORDINGS