Today’s family philanthropists are facing a new range of issues regarding their giving. How do family philanthropists engage the next generation? How do they ensure that the vision and values of the family's giving are maintained in years to come? What strategies are needed to achieve the most effective family philanthropy? Who are the “Young Philanthropists” and how will they shape the sector?

Amy Hirsh Robinson, Founder and Principal, Interchange Group and Lisa Parker, Founder and Principal, Family Circle Advisors as well as President and Executive Director, Lawrence Welk Family Foundation, will lead morning presentations on how generational dynamics shape the values, vision and future of family philanthropy.

Robinson and Parker will also engage participants in an interactive discussion on barriers and breakthroughs in multi-generational philanthropy and explore ways to effectively bridge divides for more effective dialogue, engagement and giving. This session will be followed by facilitated small group discussions exploring a range of critical issues of special interest to family philanthropists.

The afternoon panel will be moderated by National Center for Family Philanthropy (NCFP) Vice President Susan Price and include NCFP board members. The panel will explore some of the pressing issues related to succession planning, including preparation of successors and the evolving roles of new and future generations of philanthropists.

Attendees will also have opportunities to meet, learn and network with their colleagues.

Agenda

>8:30 am - Networking Breakfast

>9:00 a.m. - Welcome
Cathy Hession, President, The Carol and James Collins Foundation

>9:20 am - From Lawrence Welk to Lady Gaga--Bridging the Generational Divide in Family Philanthropy
Amy Hirsh Robinson, Founder and Principal, Interchange Group

Lisa Parker, Founder and Principal, Family Circle Advisors President and Executive Director, Lawrence Welk Family Foundation

>10:50 am - Break

>11:00 am - Group Discussions

>12:00 pm - Lunch

>12:30 pm - Themed Table Discussions

>1:15 pm - Who's Up Next? Planning for Successful Succession
Moderator: Susan Price, Vice President, National Center for Family Philanthropy

Panelists: Claire Costello, National Foundation Executive for Philanthropic Management, Bank of America Merrill Lynch
Board Member, National Center for Family Philanthropy

Sarah Cavanaugh, Trustee, The Russell Family Foundation
Board Member, National Center for Family Philanthropy

>2:15 pm - Closing Remarks

>2:30 pm - Reception

>3:00 pm - Conference Adjourns

Location:
Annenberg Community Beach House
415 Pacific Coast Highway
Santa Monica, CA 90402

Registration:
Register online.

Who May Attend:
Staff and trustees of family foundations and individual philanthropists who are current SCG members or are eligible for SCG membership. Click here for eligibility requirements.

Fees:
Free for SCG members
$125 for eligible nonmembers

SCG's 2011 Conference on Family Philanthropy is made possible by the generous support of our sponsors. Additional sponsors welcome.