To help you navigate the breakout sessions and plan your conference experience, we have divided the sessions into content tracks. Each track follows a logical progression so you can achieve a broad understanding of a given topic area in only a few days. Many of the tracks overlap, so you’re welcome to mix and match multiple tracks or follow one for a truly deep dive.
Regardless of the giving vehicles you use, this track shows you how to maximize your impact through strategic leveraging of your financial resources. Start with a session on ways to integrate grantmaking, donor advised funds, or DAFs, impact investments, and personal giving into a strategy that reflects your giving approach and style. Then explore creative ways to use DAFs, learn how to source impact investing deals, and examine methods for constructively managing risk within your giving portfolio.
Portions of this track are generously supported by Fidelity Charitable®, sponsor of the largest DAF program in the United States.
If you’re ready to kick your leadership skills into the next gear, this track is for you. Start with an internal reflection to re-center yourself and reconnect with your philanthropic purpose. Then learn how to set aside the day-to-day management of giving and get out into the community, bring the community into your giving processes, or advocate on behalf of your community. To ensure you can translate learned practices into action, the track concludes with an examination of your personal barriers to taking bold action and tips on how to break those barriers down.
Like the walls that keep a building upright, the sessions in this track serve as the structural underpinning of your foundation’s operational success. Build your know-how and learn new ideas in four areas: handling legal issues, reviewing nonprofit financials, incorporating current technologies for foundation efficiency, and measuring long-term impact.
Strong, trusting relationships are instrumental to impactful philanthropy. Sessions in this track help you build and strengthen vital external relationships with grantees, other funders, and the community. To help you unlock success in all of these relationships, the last session takes your listening skills to a new level.
This multigenerational experience helps you make significant progress in solving evergreen succession challenges. Younger participants work in their generational cohorts to articulate their visions for the future of philanthropy. Separately, founders and first-generation participants identify actionable succession challenges, leaving with commitments and proposals to address their particular needs. All participants ultimately convene for a dialogue experience that prepares everyone to move to a new phase of intergenerational engagement.