Program Description

Bring your lunch and join Philanthropy Missouri for a virtual Family Foundation Roundtable discussion as we contemplate Succession Planning and Family Transitions. This program is made possible through Philanthropy Missouri's National Center for Family Philanthropy partner subscription, with the goal of enhancing best practices and relationships among our region's family foundations and donor-advised funds (DAFs).

During this two-hour journey across Succession Planning and Family Transitions, participants will watch NCFP's "Fundamentals of Family Philanthropy" pre-recorded webinar — Succession Planning and Family Transitions — and pause to share personal experiences, ask questions, and exchange knowledge throughout. Ample time for networking and follow-up discussion will be provided at this intimate event. 

Schedule

11:00am - Welcome and Meet & Greet 

11:10am - Group Stream and Engagement: Succession Planning and Family Transitions pre-recorded webinar 

12:40pm - Guided Follow-Up Discussion and Networking  

Non-Member Registration: If you are a Missouri funder that is not currently a member, please contact amanda@philmo.org to be registered for this program.

Questions? Contact amanda@philmo.org.

Partnership: Special thanks to the J&MK Fort Family Foundation for their sponsorship of our Family Foundation Roundtable series.

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About the National Center for Family Philanthropy's "Fundamentals of Family Philanthropy" Series 

The monthly Fundamentals of Family Philanthropy webinar series provides guidance on the core tenets of effective family philanthropy—from motivations and values to governance, grantmaking, and succession. The series equips giving families with the latest information on evergreen topics in the donor lifecycle through practical takeaways and diverse family stories that illustrate important practices. 

• About the Succession Planning and Family Transitions Webinar: Change is inevitable and can be especially complex in family philanthropy. There are a number of questions to explore to ensure the success of a collective giving effort. What are the anticipated moments of transition? What are the plans to navigate accordingly? Who is best suited—and prepared—to lead the family philanthropy effort moving forward? Is there a clear plan for succession and healthy transitions? In this webinar, learn how families have managed successful transitions and explore the necessary steps to prepare the family philanthropy for the inevitability of change.
• Featured Speaker: 
  • Mary Phillips, Co-founder & President, GMA Foundations