Is Your Family's Giving Prepared for the Future? - Evansville
Family giving serves two purposes - to fulfill a philanthropic mission and to keep family members connected to each other and family legacy. Current trends in philanthropy and society are challenging both of those purposes. And, families’ expectations and goals for both purposes will inevitably evolve. This session will look at some of the trends and offer ideas for adapting governance, family engagement, and operational strategies to successfully navigate the trends and changes.
Featuring Tony Macklin, CAP®, Coach to Foundations, Donors, and Organizations
A Chartered Advisor in Philanthropy®, Tony consults with donor families, grantmakers, and their advisors about purpose, use of resources, action planning, and learning. He is also managing the National Center for Family Philanthropy’s “Community Foundations Family Philanthropy Network.” He previously served as executive director of the Roy A. Hunt Foundation, a multi-generation family foundation. He facilitated changes in visioning, impact investing, grantmaking, trustee education, and back-office management for the family. In twelve years at the Central Indiana Community Foundation, he led grantmaking initiatives, advised generous entrepreneurs and families, attracted $39 million in assets and co-investments, and launched a social enterprise. He currently serves as a senior advisor to the Impact Finance Center, peer reviewer for The Foundation Review, and trustee of Awesome Boulder.
$45 for members of IPA; $55 for non-members
- Learn of and understand how emerging giving trends will impact and shape your family giving
- Network with organizations and individuals that can strengthen philanthropic impact within your community
- Be introduced to a list of free resources that help address key family philanthropy challenges
- Have your toughest questions about family giving and engagement answered by a professional who is a chartered advisor in philanthropy (CAP), has lead a national family foundation, and worked with donors within a community foundation.
- Families and philanthropists with foundations, donor-advised funds, and other philanthropic tools
- Staff of family foundations and family offices
- Staff of community foundations working with donors and families
- Professional advisers (tax, legal, wealth, accounting, and others) interested in philanthropic planning, family business, and family legacy work
- Businesses where the company’s giving is directed primarily by the owner’s family
11:10 Presentation by Tony Macklin
12:00 Lunch with case study conversation at tables
1:00 Tools you can use and action planning
- A list of free resources that help address key family philanthropy challenges
- Key graphics from the presentation
- An action plan worksheet for next steps
- Executive summary of NCFP’s 2015 Trends in Family Philanthropy report
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