Family Philanthropy Conference 2009 Brochure

activitieS Legal formation issues: corporations and trusts, nonprofits in general, types of foundations, federal exempt status, and state tax exemptions Practical formation issues: foundation values, goals, governance, roles of boards and staff, grants management, and board and family member dynamics governance: practical applications, the legal and regulatory framework, emerging issues, and best practices Legal operational issues: private foundation rules, state and federal filing requirements, public disclosure rules, funding issues, and advisors Foundation stewardship: communications, foundation effectiveness, evaluation, and compensation This seminar is limited to 30 participants. Philanthropic advisors are welcome to attend with a client. Pre-registration required. Fee: Members and Non-members $225 Family dynamics workshop 1:00pm–6:00pm even experienced grantmakers can be at a loss when family dynamics disrupt the boardroom. And, let’s be honest, a family’s philanthropic priorities can sometimes get sidetracked by personality clashes, intergenerational misunderstandings, power struggles, or unresolved conflicts. In order to operate and manage a foundation, family members, trustees, and staff must learn—and use—effective communication skills and processes. gain the knowledge and skills to successfully handle the dynamics among the members of your family during this workshop. Nationally-recognized relationship expert dr. stephen Treat will share his insights and guide the discussion. Treat is the director and CeO of Council for Relationships, the nation’s oldest and largest counseling agency, and is regularly featured in electronic and print media. Pre-registration required. Fee: Members $150; Non-members $225 social Justice Philanthropy: opportunities and challenges for Family Foundations 1:00pm–5:00pm Has your foundation considered funding advocacy, organizing, or social change work? Do you currently support these types of efforts and are looking for a chance to reflect and deepen your funding strategies? In this session, you will have the opportunity to: Learn about the history of social justice funding Consider if and how it fits with your foundation’s mission and priorities Hear success stories from family foundations large and small around the country Reflect with your peers on the values, opportunities, and challenges to funding social justice efforts Sponsored by the Social Justice Philanthropy Collaborative Family Foundations: strengthening Vulnerable Families 2:00pm–5:00pm Networking reception immediately following, 5:00pm–7:00pm Family foundations across the country are working to improve the lives of vulnerable children by supporting efforts to strengthen their families, transform the places where they are raised, and reform the systems that provide them safety and education. Join us for a lively conversation that will focus on a “two-generation approach” to helping break the cycle of poverty. Family foundation trustees and staff will share promising and practical strategies to help parents increase their ability to earn a living wage, save for the future, and expand their parenting skills; and to help children succeed in school. WWW.CoF.org/FamilyConF 9 http://WWW.CoF.org/FamilyConF

Table of Contents Feed for the Digital Edition of Family Philanthropy Conference 2009 Brochure

Family Philanthropy Conference 2009 Brochure 2009 Family Philanthropy Conference Planning Committee Featured Events Generational Leadership Pre-Conference Activities Schedule-at-a-Glance Site Sessions Eligibility Policy General Information Registration Form Registration Instructions and Information

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