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Private foundations face unique challenges in meeting the 5% annual payout requirement while navigating record-high investment returns and inflation. This session will share innovative approaches to effectively utilize excess funds without compromising long-term goals. Discover practical solutions to optimize charitable spending, enhance impact, and ensure compliance. Join us to explore creative ways to embrace abundance and make informed decisions for your foundation’s mission.
By fostering a culture of learning and development, boards transform into proactive contributors, driving innovation and strategic direction. Join this session and discover essential strategies to cultivate a dynamic board and nurture a robust pipeline of leaders. Discover how to foster effective CEO-board interactions, optimize board meetings, and leverage intentional communication to propel your organization forward.
Discover how to implement trust-based philanthropy practices in your grantmaking efforts. Our panel of peers from Indiana, along with moderator Phil Li (back by popular demand!), will share real-life examples and lessons learned. We’ll explore concrete strategies that foster equity, streamline processes, and promote open, impactful relationships between funders and grantees. From multi-year, unrestricted funding to transparent communication and beyond, discover practical ways to shift from traditional grantmaking to a more trust-based approach.
Discover how to embrace conflict and grow together as a family foundation.
Discover how to use external media to your advantage.
With less than a month before a contentious federal election, history indicates that tensions are likely to rise regardless of the result. How can philanthropy act to shield communities and individuals from harm and polarization? Come discuss your concerns and learn how your organization might support or build a bridge to civility.
Dinner tickets can be added to your conference registration during checkout ($75 for members; $150 for non-members), or purchased separately here.
Enjoy the enchanting view at the Indiana Roof Ballroom for the Philanthropy Leads Dinner, featuring a fireside chat with Indiana Governor Eric Holcomb.