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Family Philanthropy Conference 2016

Monday, May 16, 2016
8:00am - 2:30pm PDT
Center for Healthy Communities
1000 N. Alameda St., Los Angeles, CA 90012
Members: $0.00
Non-Members: $250.00
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SCG 2016 Family Philanthropy Conference


Kathleen Enright, President and CEO, Grantmakers for Effective Organizations


Joline Godfrey, Nationally Recognized Family Philanthropy Advisor

Monday, May 16, 2016
Center for Healthy Communities
1000 N. Alameda Street, Los Angeles, CA 90012


Linking Organizational Culture and Effectiveness in Family Philanthropy

Keynote Speaker: Kathleen Enright

The connection between organizational culture and philanthropic effectiveness is increasingly clear, especially within family foundations. While culture can be hard to pin down, it has a persistent influence on how a family foundation works. Through efforts to understand productive change in philanthropy, Grantmakers for Effective Organizations has discovered that not only is a positive internal culture the essential bedrock for effective philanthropy, but that, as a sector, we have habitually neglected this important contributor to our success. GEO President and CEO Kathleen Enright will share what GEO has learned about the actions—big and small—that shape culture as well as examples of family foundations who are consciously reshaping aspects of their culture to better fit their work and how they operate in the communities they serve.

Enright is the founding President and CEO of Grantmakers for Effective Organizations, a diverse community of 500+ grantmakers working to reshape the way philanthropy operates who are committed to advancing smarter grantmaking practices that enable nonprofits to grow stronger and achieve better results. Previously, she served as the Group Director, Marketing and Communications for BoardSource, and as a Project Manager for the National Association of Development Organizations Research Foundation, where she directed a Ford Foundation-funded project to encourage collaboration between nonprofits and local governments.



The Evolution of Family Giving: From Charity to Change

Lunchtime Speaker: Joline Godfrey, Author, Raising Financially Fit Kids and Founder, Independent Means

After speaking at SCG’s Family Philanthropy Luncheon earlier this year, nationally recognized family advisor Joline Godfrey is back by popular demand to share her unique perspective on family giving and next generation engagement. Her insights will give you tools to prepare yourself and your next  generation for the changing landscape of philanthropy and social impact.

Joline Godfrey is an author, CEO, speaker, and innovator in financial education for children and families. Providing a unique experiential approach to financial education, her work gives families new tools for developing their human capital and raising children growing up in the midst of abundance. Godfrey is also the author of several financial education books, including Raising Financially Fit Kids and Having Fun, Doing Good. A clinical social worker by training, she was one of the first women in the nation to manage a spin-off from a Fortune 500 company, Odysseum, which she sold in 1990.



Interactive Breakout Sessions:
Leaders from SCG's family philanthropy community will lead breakouts centered around cultural attributes to accelerate progress:


Working with Nonprofit Partners (Humility)
Philanthropy isn't just about what your family funds; it’s about how you do the work. The spirit of philanthropy needs to permeate your work, including how you work with your grantees, staff, and other stakeholders. Explore how a culture of humility can help families enhance their grantmaking and ensure that you are expressing your family's values through your giving. We'll also discuss grantmaking approaches that build fruitful grantee relationships and result in effective grants.

● Session Leader - Mitchell Singer, Director, Rockefeller Philanthropy Advisors

● Sheila Brown, Director of Development & Special Projects, Breast Cancer Fund

● Tony M. Brown, Executive Director, Heart of Los Angeles (HOLA)


Embracing the Next Generation (Curiosity)
It's crucial for family foundations to learn about, share, and invest in building and sustaining the involvement of family members as they age. Thriving philanthropic families embrace the involvement of the next generation in creative ways that encourage the curiosity of their individual family members while bringing great joy to the others involved. Hear examples of next gen involvement from Southern California families and leave with tangible tools and resources to set you up for success in next gen involvement in your family's philanthropic endeavors.

● Session Leader - Annie Hernandez, Executive Director, The Frieda C. Fox Family Foundation; Youth Philanthropy Connect

● Alexis Marion, Program Officer, Secretary, & Junior Board Advisor, The Frieda C. Fox Family Foundation

● Lisa Parker, President & Executive Director, The Lawrence Welk Family Foundation

● Kylie Semel, Junior Board Member, The Frieda C. Fox Family Foundation

● Rebecca Yale, Donor-Advised Fund, California Community Foundation


The Mistakes Hall of Fame (Transparency)
We’ve all made mistakes in our work—grants that went south, miscommunication with our trustees, fiscal gaffes. Listen to family leaders share tales of mishaps, how they coped, and what they learned that made them more impactful grantmakers. Strict cone of silence will be observed to encourage frank conversations.

● Session Leader - Claire Peeps, Executive Director, The Durfee Foundation

● Nancy Berman, Chairwoman, The Philip and Muriel Berman Foundation

● Wendy Chang, Director, Dwight Stuart Youth Fund; Stuart Foundation

● Shirley Fredricks, Vice President, The Lawrence Welk Family Foundation

● Cathy Hession, President, The Cathy and James Collins Foundation

● Joe Womac, Executive Director, Specialty Family Foundation


The Flexibility of Family Philanthropy: Collaborating for Impact (Urgency)
How do family foundations mobilize to respond to critical needs in the community? Tackling urgent social issues often requires partnership—can we build collaboration with other funders and the public sector to leverage family philanthropy's unique strengths? Learn from and share with practitioners about stumbling blocks and pathways to success.

● Session Leaders - Brad Myers, Senior Program Officer, Conrad N. Hilton Foundation and Jeff Schaffer, Associate, The Atlas Family Foundation

● Kate Anderson, Director, LA County Center for Strategic Public-Private Partnerships

● Cara Esposito, Executive Director, The Leonetti/O’Connell Family Foundation

● Andrea Iloulian, Senior Program Officer, Domestic Programs, Conrad N. Hilton Foundation



Optional Bonus Session: Demo of Foundation Maps - California

Learn about our powerful new data tool, Foundation Maps - California, available exclusively to members of SCG, NCG, and SDG. This new platform allows you to leverage current and detailed grants data to find natural collaborators, scan your funding landscape and even identify funding gaps.



Conference Agenda

8:00 am – 8:30 am  Breakfast and Check-In

8:30 am Welcome

8:45 am Opening Networking Exercise 

9:15 am Keynote Speaker, Kathleen Enright, President and CEO of Grantmakers for Effective Organizations (GEO)

10:30 am Quick Trailers for Break-out Sessions

10:45 am Transition to Breakouts

11:00 am Interactive Breakout Sessions - Defining Cultural Attributes to Accelerate Progress

  • Working with Nonprofit Partners
  • Embracing the Next Generation with Curiosity
  • The Mistakes Hall of Fame
  • The Flexibility of Family Philanthropy: Collaborating for Impact

12:15 pm Break for Lunch

12:45 pm Networking Lunch and Presentation by Joline Godfrey

1:30 pm Closing Remarks and Adjourn Conference

1:30 pm Optional Bonus Session: Foundation Maps - California Demonstration

View Agenda

Thank you to our early 2016 Family Philanthropy Conference sponsors!  Learn more about sponsorship opportunities here.


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SCG, SDG, and NCG members: no cost to participate
Non-members: $250

Who May Attend:
Current SCG members, family foundations who are members of Northern California Grantmakers and San Diego Grantmakers, and other grantmakers eligible for membership.

SCG members: register online (you must log in to your SCG account to register).

SDG and NCG members: If you already have an SCG account, register online using the code SCGFamily. If you do not yet have an account, contact us.

Eligible non-members: If you already have an SCG account, log in to register online. If you do not yet have an account, contact us.