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DTSTART;TZID=America/New_York:20221201T130000
DTEND;TZID=America/New_York:20221201T140000
DTSTAMP:20221202T030051Z
CREATED:20220916T083210Z
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UID:10000007-1669899600-1669903200@foundationsource.com
SUMMARY:Moving the Needle on Democracy and Equity
DESCRIPTION:Healthy democracies are powered by healthy communities where everyone participates. Everyday leaders play a vital role in building relationships that strengthen their community’s ability to address their most pressing needs. Merle McGee\, President\, and CEO of Everyday Democracy\, joins Foundation Source for an inspiring discussion on innovative approaches to building strong and healthy local democracies through dialogue and community engagement. \nKey points of discussion: \n\nThe important role philanthropists and foundations can play in driving specific outcomes.\nChallenges to building multiracial democracies including race\, class and gender disparities and different approaches on the pathway forward.\nAchieving transformational change through dialogue and authentic community engagement.\nConnecting the dots between democracy\, social justice\, civic engagement\, and the lives of everyday people.\n\n\n[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” top_padding=”50″ bottom_padding=”25″ text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” class=”feature” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_video link=”https://www.youtube.com/watch?v=Ecz6HcNCjiI” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\n\nMeet out Speakers: \nMerle McGee \nPresident & Chief Executive Officer\nEveryday Democracy \nAs the President and CEO of Everyday Democracy\, Merle McGee brings over 25 years’ experience in non-profit settings fighting alongside historically marginalized and excluded communities for dignity and racial\, gender\, and economic justice. Before joining Everyday Democracy\, she served as Chief Equity and Engagement Officer at Planned Parenthood of Greater New York\, where she led organizational transformation through community engagement initiatives and by conceiving and implementing Reviving Radical\, an initiative to reckon with the organization’s history and build accountable relationships with communities of color. She also served as Chief Program Officer at YWCA of the City of New York and taught non-profit consulting and Race and Identity in Organizations at New York University’s Robert F. Wagner School of Public Service. Merle earned her Bachelor of Fine Arts from New York University\, Tisch School of the Arts\, and a Master of Science in Nonprofit Management from the New School. \nGillian Howell \nHead of Client Advisory Solutions\nFoundation Source \nGillian Howell leads the Client Services and Philanthropic Advisory Services functions at Foundation Source\, where she oversees teams of seasoned relationship management and philanthropic advisory professionals as they help foundations achieve their charitable objectives with greater efficiency and effectiveness. Previously\, Gillian spent 31 years at Bank of America and its predecessor organizations where she served in multiple philanthropic leadership roles while collaborating with high-net-worth donors\, private foundations\, donor-advised funds and nonprofits on strategic planning\, donor development\, mission advancement\, next generation engagement and board governance\, as well as philanthropic investments and fiduciary and risk management. She is president of the Trustees of the Colt Bequest\, a National Advisor for Vision 2020 founded by the Institute for Women’s Health and Leadership at Drexel University\, and a board member of Everyday Democracy.
URL:https://foundationsource.com/event/moving-the-needle-on-democracy-and-equity/
CATEGORIES:Webinars,Webinars - Replays
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DTSTART;TZID=America/New_York:20221110T130000
DTEND;TZID=America/New_York:20221110T150000
DTSTAMP:20221116T040844Z
CREATED:20221110T002512Z
LAST-MODIFIED:20221116T040844Z
UID:10000026-1668085200-1668092400@foundationsource.com
SUMMARY:Top Tools for HNW Philanthropy: Private Foundations & Donor-Advised Funds
DESCRIPTION:While nearly 90% of affluent households participate in charitable giving\, just 27% have received formal guidance around philanthropic matters. This disconnect means there’s a unique opportunity for advisors to deliver philanthropic support as part of a balanced and holistic wealth management solution. Join this session to learn about: \n• The key features and benefits of the most popular and flexible charitable giving vehicles.\n• Insights from a leading wealth manager on how these vehicles are used most effectively to help wealthy families with tax and charitable planning.\n• Which tax advantages are available to your clients before the end of the year.\n• How to use philanthropy as a foothold to expand your high-net-worth and ultra-high-net-worth relationships. \n\n[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” top_padding=”50″ bottom_padding=”50″ text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” class=”feature” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_video link=”https://www.youtube.com/watch?v=k-LYDOpu2Fk” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\n\n \nDarren L. Henderson\nPartner @Corient Capital Partners \nWith 21 years of investment experience\, Darren Henderson began his career on Wall Street as a Financial Analyst at Goldman\, Sachs & Co. in the Private Wealth Management Division. After graduate school\, he returned to Goldman Sachs advising some of the wealthiest and most influential families in the country on all aspects of their investments and financial lives. Prior to founding Corient\, Darren advised private clients as a Senior Vice President in the Private Banking & Investment Group at Merrill Lynch. Darren is actively involved in a variety of community activities and is a member of Gen Next\, a global network of business and civic leaders tackling some of the greatest generational challenges of our time\, including business\, global defense and terrorism\, and education. Darren earned his B.A. in English from Brigham Young University and an M.B.A in Finance from The Wharton School at the University of Pennsylvania. \nJosh Stamer\nSenior Managing Director\, West Region @Foundation Source \nJosh Stamer serves as Foundation Source’s Senior Managing Director for the West Region\, working with wealth managers\, financial advisors\, attorneys\, and donors who either have or are interested in establishing a private foundation. Josh is passionate about helping successful individuals\, families and organizations develop their passion for philanthropy. Josh is especially interested in entrepreneurial philanthropy and thinking outside the box to achieve results. He has extensive experience in both financial and client services. Prior to Foundation Source\, Josh was the Western Regional Sales Director with Workiva\, where he successfully on-boarded and developed client partnerships with some of the nation’s largest banks\, insurance companies\, and mutual and hedge fund organizations. He graduated Magna Cum Laude from California State University\, Long Beach\, and from the University of Wollon-gong in New South Wales\, Australia.
URL:https://foundationsource.com/event/top-tools-for-hnw-philanthropy-private-foundations-donor-advised-funds/
CATEGORIES:Webinars,Webinars - Replays
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DTSTART;TZID=America/New_York:20221026T130000
DTEND;TZID=America/New_York:20221026T140000
DTSTAMP:20221026T214321Z
CREATED:20220916T081722Z
LAST-MODIFIED:20221026T214321Z
UID:10000006-1666789200-1666792800@foundationsource.com
SUMMARY:The Path to Impact: Foundation Leaders Share Their Journeys
DESCRIPTION:New foundation leaders often search for the “right” way to operate a foundation. While there are certain rules of the road\, the truth is that there are many ways to approach grantmaking. Every philanthropist shares an interest in making an impact\, but they may take very different roads to get there. Learn how the leaders of the Åcahand and Justamere Foundations started in different places but landed on a similar course toward impactful giving. We’ll talk about the unique choices their foundations made when developing programmatic priorities and how both strategies have led to meaningful grantmaking. \nThe discussion will cover topics such as: \n\nDetermining a programmatic starting point\nDeciding among a selection of approaches in addressing community needs\nDrawing expertise from the community\nAllowing grantmaking to evolve as the foundation becomes increasingly informed by its work\n\n\n[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” top_padding=”50″ bottom_padding=”50″ text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” class=”feature” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none” gradient_type=”default” shape_type=””][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_video link=”https://www.youtube.com/watch?v=nWzzU9bg_YI” el_width=”70″ align=”center”][vc_column_text][/vc_column_text][/vc_column][/vc_row]\nMeet Our Speakers:\n \nLori Cushman\nPresident\, Justamere Foundation \nAs President of the Justamere Foundation\, Lori Cushman has “the best job in the world\,” working with a generous family to make a significant difference in people’s lives. Since their inception in March 2021\, the Justamere Foundation’s mission is to impact generational poverty through grants and scholarships to remove the obstacles that are preventing people from becoming their most successful self. Lori has more than 30 years of professional experience in technical sales\, software sales\, and technical consulting. In her previous position\, she began getting involved in the United Way and became the organizations Workplace Coordinator\, finding great satisfaction in rallying volunteers and implementing their programs. She has also served on the boards of her local Lions Club and the West Chester Area Education Foundation. \n\n \nSteven Harris\nExecutive Director\, Åcahand Foundation \nSteve is the executive director of the Åcahand Foundation. He leads the Foundation’s domestic and global philanthropic partnerships and programs including the establishment of its strategy\, impact\, evaluation and overall management. Åcahand’s mission is to inspire learning and education\, lift the health and welfare of others\, innovate positive change\, and amplify impact. Foundation Source and its team has been integral to the success of the Åcahand Foundation since its inception\, and Steve is excited and honored to participate in this webinar. Prior to joining Åcahand\, he worked with other non-profits and as a trusted advisor to C-suite executives in providing financial advisory and business valuation consulting to domestic and international clients for mergers and acquisitions\, financial reporting\, tax planning\, fairness opinions\, financial modeling\, and operational due diligence initiatives. After living in the Chicago area for 25 years\, Steve and his wife Cindy are happy to be back in Utah enjoying family and the outdoors. \n\n \nRobyn Calisti Hullihan\nSenior Philanthropic Director\, Foundation Source \nRobyn Calisti Hullihan is a Senior Philanthropic Director at Foundation Source. An expert in the field of philanthropy and private foundations\, Robyn advises clients in meeting their philanthropic goals and strategic planning needs. Robyn has 30 years of experience in the charitable giving sector\, including running her own philanthropic consultancy\, and serving as the executive director of the Joyce and Irving Goldman Family Foundation\, associate director of The Tow Foundation\, program officer at The William Randolph Hearst Foundations\, and program officer and acting president at the Toshiba America Foundation. \n\n \nElizabeth Wong\nNational Director of Philanthropic Advisory Services\, Foundation Source \nElizabeth Wong is the National Director of Philanthropic Advisor Services at Foundation Source where she leads an experienced team of philanthropic directors and is a member of the company’s management team. With more than three decades of experience in the philanthropic sector\, Elizabeth is responsible for setting strategy for the company’s philanthropic advisory services and leads custom pricing and revenue generation opportunities for the team. Prior to joining Foundation Source\, Elizabeth served in key leadership and philanthropic advisory roles\, including principal in her own independent philanthropic consulting firm; senior program officer at the Gates Foundation\, managing a $90 million portfolio of Special Initiative and Family Interest grants and the foundation’s global education partnership with the William and Flora Hewlett Foundation QEDC Initiative; and vice president at JP Morgan Private Bank Global Foundations Group\, where she provided tailored grantmaking services to client foundations with assets of $25 million or more.
URL:https://foundationsource.com/event/the-path-to-impact-foundation-leaders-share-their-journeys/
CATEGORIES:Webinars,Webinars - Replays
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