Community Foundation Spark Session: Business Models for Family Philanthropy Services
Community foundations staff and other colleagues interested in learning more about this special network, and ways to get involved.
This is NCFP’s third annual deep dive into business models for more intensive community foundation services to multi-generation and multi-branch families. Two foundations will provide details on how they defined their customer segments, developed their portfolio of programs and services, worked with their board to set goals and success measures, refined their financial model for expanded services, engage advisors, and more. Their presentations will be based on NCFP’s Philanthropic Services Business Model Canvas and join similar case studies in NCFP’s Community Foundations Family Philanthropy Playbook.
Please note this Spark Session is only available to those that belong to the Community Foundations Family Philanthropy Network. Not yet a member? Please contact email@example.com for more information.
About this series
This program is part of the Spark Session series under NCFP’s Community Foundations Family Philanthropy Network. The series is designed for community foundations to exchange practical advice, tools, and tips from peers on aspects of their family philanthropy engagement. In one hour, this content-rich webinar feature peer case study examples and will allow attendees to delve deeper through an open facilitated dialogue.
The recording and related materials for this Spark Session webinar are available only to NCFP’s subscribing community foundations. It is located in our community foundation’s Dropbox folder of shared files. Please contact firstname.lastname@example.org if you need a link to the Dropbox folder.
Ann Engelhard is Vice President of Donor Services and Gift Planning at the Community Foundation for the Fox Valley Region in Appleton, WI. Ann provides guidance to individuals, families and supporting organizations to develop their personal philanthropy, ensuring that it aligns with their interests and values. Equipped with a broad knowledge of the region’s philanthropic landscape, she helps donors to enact change in the community by providing strategic support to organizations. She is certified as a 21/64 Family Philanthropy Trainer.
Lorene Chandler is a Donor Relations Officer at the California Community Foundation. Lorene works with individuals, families, giving circles and next-gen donors to help them establish and achieve their philanthropic goals.
Before joining CCF, she served as development associate at the Program for Torture Victims, where she successfully elevated the organization’s funding capacity through private donor cultivation, grant procurement and event planning. Chandler is on the advisory board of the Natural History Museum of Los Angeles County and Los Angeles Giving Circle.
She holds a master’s degree in social work from the University of Southern California, a bachelor’s in communication studies and dance from Loyola Marymount University and is currently completing coursework in the Chartered Advisor in Philanthropy® program of The American College of Financial Services.
Before joining CCF in 2012, Johnson worked as a communications professional for the Los Angeles Unified School District and the Mayor’s Office of Los Angeles/LA’s BEST After School Enrichment Program, and as a grant maker for the Riordan Foundation. She also worked in the private sector as a commercial real estate sales advisor.
She holds a bachelor’s degree from the University of Southern California and a Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services. Johnson is currently a master’s candidate in the USC Marshall School of Business for a Master of Science in social entrepreneurship.
Tony Macklin, a Chartered Advisor in Philanthropy®, consults with donor families, grantmakers, and their advisors about purpose, use of resources, action planning, and learning. As executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing, grantmaking, trustee education, next gen preparation, and back-office management. In twelve years at the Central Indiana Community Foundation, he led grantmaking initiatives, advised wealthy donors, attracted $39 million, and launched a social enterprise. Based in Indiana, Tony currently serves as Senior Program Consultant for NCFP's Community Foundation Network and other NCFP projects. He is also a senior consultant with Ekstrom Alley Clontz and volunteers as a senior advisor to the Impact Finance Center and peer reviewer for The Foundation Review.
What participants said:
NCFP consistently and brilliantly presents the very best education to family foundations and donor advisor funders. Though I actively participate in educational opportunities with many organizations in the philanthropic center it is those offered by NCFP that drill deeper into issues, savor the nuances of family grantmaking and produce products that motivate and inspire in an all embracing understanding of families and the dynamics that challenge them.
The Family Philanthropy Webinar series is a wonderful resource, allowing us to "attend" sessions from all over and to share materials with other members of our foundation. The transcripts of the sessions are also a valuable resource. Thank you for these Webinars.
NCFP webinars are an effective way for me to be stimulated and educated. I always expect excellent presenters and up to date information from NCFP, and have not been disappointed with these webinars. The recent one discussing women and philanthropy was very timely as women grow in their capacity and leadership roles in philanthropy. Thank you NCFP!
The National Center has been an indispensable source of wisdom, tools, and best practices for my clients on matters ranging from advancing intergenerational leadership transition strategies to building effective websites to creating discretionary grant making guidelines.
These webinar events are the most valuable as part of our SECF membership... we access current experts on the topics pertinent to family foundations...and we remain in our office!.... no travel expenses or conference fees... and we can access this information at a future time for our Board. A win-win for all of us who are so busy but are eager to stay current and networked.
I have attended many of NCFP's webinar and always walk away with new ideas that expand my knowledge of family philanthropy. The content is always amazing, well-structured and full of different perspectives. I especially love the stories told by presenters of their families journey within philanthropy and how they are impacting communities.
Creating Effective Next Gen Boards was by far the best webinar I have experienced. The material was well put together, well presented, easy to follow, and very engrossing! The youth on the webinar were very articulate and experienced and provided a unique insight into the benefits and pitfalls in involving 8 year-olds and up in family philanthropy, i.e. the younger we start, the better and easier it is for everyone! Thanks for this webinar!
I have participated for years in the Family Philanthropy Webinar Series, which has been a tremendous value-add for our subscription to NCFP Friends of the Family! This just keeps getting better and better with each passing month, and I'm so very impressed with the caliber of presentations and the organization behind them! Best webinar series in the field!