For a casual evening with conference peers, consider joining a dinner at one of Philadelphia’s best restaurants. Dine-arounds take many different forms: informal conversation, topic-focused, or even having a speaker or facilitator.
Dine-arounds will be offered on Friday, September 28, starting at 6:30 pm, after the conclusion of the Opening Night Reception.
Some dinners are hosted, and the hosts pay for the dinner. Others are self-pay, and participants are requested to bring cash for easy bill sharing. You’ll meet your group at the restaurant.
Dinners have limited seating and preregistration required, either in advance of the conference or on-site.
Thursday, September 27, 6:00PM
AB Bernstein Reception
Making Money Meaningful: Investing for Change
Bernstein Private Wealth Management 1735 Market St. Suite 3800 Philadelphia, PA
Increasingly, leaders in philanthropy are seeking ways to align “the other 95%” of their investment portfolios with their respective missions. Join Exponent leadership in a conversation with investors and thought leaders in this space on challenges and opportunities in this rapidly growing space. Food, drink, and great company guaranteed. Hosted by AB Bernstein.
RSVP to: Angela Plummaj firstname.lastname@example.org
Friday, September 28
990 PF, Tax, or Accounting Q&A (Hosted)
Join Moss Adams for a casual dinner at Del Frisco’s Double Eagle Steak House, a striking restaurant located inside a historic landmark that was once First Pennsylvania Bank in Center City Philadelphia. Come unwind and connect with colleagues and friends. It is sure to be a fun evening! Hosted by Moss Adams LLP.
RSVP to: Kendall Re email@example.com
A Reflection on Purpose (Self-Pay)
As funders, we exist to solve problems. Global Greengrants, an environmental justice funder working internationally, would like to lead a reflection of purpose. What issues are we aiming to solve? How can we be more effective? How can we challenge the field of philanthropy?
RSVP to: Kristall Laursen firstname.lastname@example.org
A Total Impact Portfolio: Turning Values into Value (Hosted)
This dine-around, hosted by William Blair, will explore best practices in ESG (environmental, social, and governance) integration and offer ways you can live your purpose through developing investment plans and portfolios that align to your family and foundation values. Hosted by William Blair & Company Foundation.
RSVP to: Laura Coy email@example.com
Adventures in Arts Education Funding (Self-Pay)
Why do you support arts education? How do you decide if you are having impact? What grant in arts education are you most proud of? Come kick around these questions and bring your own to the table. This will be a very small, self-pay dinner with plenty of opportunity to learn about your colleagues and share your experiences.
RSVP to: Meg Ramsey firstname.lastname@example.org
Alternative Investments: Practical Tips to Make the Strategy Work (Hosted)
Is your foundation interested in making an allocation to alternative investments, like hedge funds, but not sure if this is the right decision? Does your foundation already have an allocation to private equity that regularly generates concern among the trustees? Let our team host you for a lively, facilitated discussion on the practical aspects of making a portfolio allocation to alternative investments. We will discuss governance pitfalls and relatively new ways to access this asset class that provide more flexibility with comparable exposure. Hosted by SunTrust Bank Foundations & Endowment Specialty Practice.
RSVP to: Quanda Allen email@example.com
Building Relationships with Grantees While Giving Across the Globe (Self-Pay)
We are two U.S. foundations funding dynamic groups around the globe with decades of experience. Come join our dine-around to find out how to build relationships with grantees, share challenges, and discover solutions.
Community Foundation Catch-Up (Self-Pay)
Welcome to all community foundation members! The 2018 National Conference has been curated to include many topics and programs directly impacting community foundations from across the country. Let’s get together for dinner and get to know one another!
RSVP to: Beth Stipe firstname.lastname@example.org
Disability Funders (Self-Pay)
Does your foundation support work that benefits people with disabilities? We would love to connect with you, hear about your success stories and lessons learned, find out what we have in common, and learn how we can possibly complement one another’s work.
RSVP to: Silke Brendel-Evan email@example.com
Does Your Foundation Have a Brand? (Self-Pay)
Has your foundation gone through a branding process? Is it important to present/express your foundation’s personality through the use of specific colors, fonts, and a logo? Let’s brainstorm over dinner about why branding might be important for a small family foundation, and, if so, how to do it economically.
RSVP to: Gwenn Gebhard firstname.lastname@example.org
Foundation Chat: Running Rural Community Centers (Self-Pay)
We’re looking to have networking conversations with other foundations that have been operating rural community centers, offer programming and the like for small communities.
RSVP to: Denise Marshall email@example.com
Grant Directly to Individuals (Hosted)
Many donors are aware that private foundations are entitled to award scholarships to help deserving students realize their true potential. But did you know that the IRS also allows private foundations to support individuals who are undergoing a hardship or emergency? Join us for dinner and conversation to explore the many ways that private foundations can provide direct support to individuals. Hosted by Foundation Source.
RSVP to: Lauren Cudgma firstname.lastname@example.org
How to Select the Best Wealth Advisor for Your Foundation (Hosted)
A group discussion about how to choose and/or evaluate your foundation’s wealth advisor. Choosing, evaluating or changing the wealth advisor for your foundation can be daunting and many foundations do not know how to measure success. We will explore various management models and develop a list of questions to help in your process. Hosted by Drexel Morgan Capital Advisors.
RSVP to: Patti Case email@example.com
Mission Possible: Investment Strategies for 2019 and Beyond (Hosted)
Please join Bruce Raabe, president of Relevant Wealth Advisors, for a dynamic yet informal conversation about the investment climate family foundations will likely face in 2019 and beyond. If you are concerned about your foundation’s investment strategy, you will not want to miss this event. Bring your questions and prepare for an engaging evening at one of Philadelphia’s premier restaurants. Hosted by Relevant Wealth Advisors.
RSVP to: Bruce Raabe firstname.lastname@example.org
Next Gen Programming with Pre-Teens (Self-Pay)
Teaching values to children starts early. Join an informal conversation about the theory, practice, and evaluation of next gen programming with kids from 0-14. The focus will be from the small family foundation perspective, but all are welcome.
RSVP to: Julien Goulet email@example.com
Outside and Objective: How and When to Use a Consultant (Self-Pay)
Consultants can play a valuable role in helping trustees and staff take their board, family dynamics, and mission to the next level. Join us for a lively discussion as we consider how and when to use a consultant to support your foundation. Hear from both sides of the relationship with perspectives from foundation leaders and an advisor.
Promoting the Emotional Health of America’s Young People of Color (Self-Pay)
The Steve Fund, the nation’s only organization focused on supporting the mental health and emotional well-being of young people of color, partners with institutes of higher education to promote programs and strategies that build understanding and assistance for underserved young people. Please join us to learn more.
RSVP to: Mari Brennan Barrera firstname.lastname@example.org
Ramping Up for High-Impact Philanthropy (Self-Pay)
Dive deeper into the discussion about ramping up the impact of your philanthropy, based on the session held earlier in the day. Share your experiences and challenges with ramping up your impact and learn from others who may be facing similar situations.
RSVP to: Sara D’Onofrio email@example.com
Sustainable Investing: The How to, Why, and What For? (Hosted)
Klein Wealth Management at Hightower Advisors, an investment management firm focused on asset management for private foundations, is hosting a private dinner for trustees of PFs and members of Exponent Philanthropy. The topic is “How to implement sustainable investing protocols into your foundation’s portfolio”. Peter Klein, an expert in the water sector will discuss some insights on how The Friedlander portfolio, paraphrasing Ben Franklin, has done well by doing good. Hosted by HighTower Advisors.
RSVP to: Peter Klein KleinWealth@hightoweradvisors.com
The Growing Movement to Support Permanent Collaboration Between Nonprofits (Self-Pay)
An effective way to build the capacity and maximize the impact of nonprofits is to support permanent collaborations (mergers and acquisitions, back office consolidations, joint programs, alliances and networks) between nonprofits working in the same or complementary areas. Learn about the five cities that have formed funder collaboratives to support such collaborations in their communities.
RSVP to: Lois Savage firstname.lastname@example.org
The Nuts and Bolts of International Grantmaking (Hosted)
Are you new to international grantmaking? Or are you a pro looking for new strategies? Come join Ellena Fotinatos from the King Baudouin Foundation US for an open conversation on effective international grantmaking. Hosted by King Baudouin Foundation US.
RSVP to: Ellena Fotinatos email@example.com
The Roadmap for Mission Aligned Investing (Hosted)
Where do you start? How do you determine what approach makes most sense for you across asset classes? How do you engage with your consultant or investment advisor? What other resources can you access in building a mission aligned portfolio? How do you engage and involve the board in this process? Learn how Neuberger Berman Sustainable Equity Group has worked with clients to build mission aligned portfolios. Hosted by Neuberger Berman Sustainable Equity Group.
RSVP to: Manisha Kathuria firstname.lastname@example.org
Transition or Sunset? Challenges and Opportunities Across Generations (Hosted)
Shifting demographics lead to serious questions across generations, often within family foundations. Is the next generation engaged, and, if so, how? What path should the foundation take? Hear from others’ experiences and share your own over dinner and discussion with us. Hosted by AB Bernstein.
RSVP to: Clare Golla email@example.com
Trust, Political Tribalism, and American Democracy (Hosted)
Carroll Doherty, director of political research for the Pew Research Center, will host a lively dinner conversation focusing on the role of trust and facts in our American democracy – and how this is setting the stage for the midterm elections. He will share some of the Center’s research on some of the key forces that are challenging the essential role that trust and facts play in democracies – such as growing political polarization, the spread of misinformation in a fractured media environment, and the rapid pace of technological change. Hosted by Pew Charitable Trust.
RSVP to: Sarah Berg firstname.lastname@example.org
Veganism & Philanthropy (Self-pay)
A plant-based diet, in general, improves health, reduces medical costs, increases life expectancy, reduces greenhouse gases and water usage, reduces the disproportionate agribusiness pollution to low-wealth communities, and stops animal cruelty. Veganism is a means to many ends, so let’s discuss funding more things “vegan.” Non-vegans most welcome!
RSVP to: Elizabeth Killough email@example.com
With Great Power Comes Great Responsibility (Self-Paid)
Join the National Committee for Responsive Philanthropy (NCRP) for an intimate dinner discussion with peers on how funders can examine their power and privilege for greater impact. Learn more about NCRP’s new, free resource for grantmakers and consultants, Power Moves: Your essential philanthropy assessment guide for equity and justice, and how it can support your organization’s learning journey.
RSVP to: Reed Young firstname.lastname@example.org