SPEAKER SERIES

Philanthropic Purpose and Vehicles: Principles, Values, and Impact Considerations

Thursday, March 9, 2023
Networking Breakfast 7:30-8:30 a.m.
Program 8:30-11:30 a.m.
Fluno Center and Online

Why do you and your family want to give? How will you go about it, and what are the decision-points when you need to make informed choices and embrace proven practices, or risk getting stalled out in your philanthropic journey? The National Center for Family Philanthropy’s Family Giving Lifecycle names seven critical moments for donors, beginning with defining your philanthropic purpose, through implementing grantmaking and involving future generations. Join this session, led by Miki C. Akimoto of the National Center for Family Philanthropy, to learn about those inflection points and take a deeper dive into questions about philanthropic purpose and how to think about selecting philanthropic vehicle(s) to achieve your goals.

Key Takeaways:

• Understand the key inflection points for family philanthropy
• Why clearly defining your philanthropic purpose, values, and principles as a starting point is critical to success
• The range of philanthropic vehicles and giving approaches open to donors
• The role of ongoing learning and curiosity in philanthropy