Webinar Cost: NNCG Full Member (Free); NNCG Associate Member ($25); Non-Member ($55). Discounted webinar packages are also available for non-members: 2-webinars ($100); three webinars ($135).

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Transitions in family foundations, as in families themselves, can be challenging and emotionally fraught. Communication and timely planning can turn the inevitable transitions that all organizations face into joyful journeys. The particular transitions of board and leadership succession call for a neutral and knowledgeable consultant to partner with the board and guide the family foundation along its planning process.

In this webinar, learn how one family foundation, in partnership with consultants, has managed transitions, and explore ways to prepare a family philanthropy for the inevitability of change. Together, a consultant and the chair of a family foundation board will highlight the key moments of transition in family foundations, offer a framework and topline questions for consultants to use in discussing transition with family foundation clients, and offer examples from family foundations that have navigated board and executive transitions.

Consultants are encouraged to attend with a client.

Presenters:

Peter S Myers, PhD, is the Chair of the Virginia Wellington Cabot Foundation and a fourth-generation member of the family. He is the Program Manager in the Office of Postdoctoral Affairs at Washington University in St. Louis. Peter advocates for underrepresented persons and is a leader in diversity, equity, and inclusion education and action. In his spare time, Peter is an amplifier of victims’ stories as co-host and editor for a true crime podcast.

Mary Phillips, MS, CAP, has worked with foundation trustees, families, and individual donors for over thirty-five years. She is the President & CEO of GMA Foundations. Mary is a founding member and past chair of the National Network of Consultants to Grantmakers and a past chair of Philanthropy Massachusetts. She enjoys being a mother of one, grandmother of two, and aunt of 24. Her experience as a member of a very large family is the underpinning of her interest in healthy family dynamics.

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