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Managing Family Dynamics in Governance

Reaching consensus is difficult, particularly during a decision-making moment that will have a real impact on your philanthropy. How do you have productive conversations during meetings and other decision points when there are relationship dynamics, conflict, or simply differences of opinion? How do you allow for individual viewpoints across generations, but ensure there is a …

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Education Affinity Group (EAG) Summer 2023 Meeting

WV, United States

Join us Thursday, June 8 from 2 PM - 3:30 PM on Zoom for a meeting of the Education Affinity Group (EAG). Guest speakers will include WV Department of Education staff Michele Blatt, Deputy State Superintendent of Schools, and Sonja White, Teaching and Learning Officer. They will discuss the recently passed education legislation and its …

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Get Tickets Free – $25.00 99 tickets left

Eastern WV Regional Roundtable on Affordable Housing

National Youth Science Academy 494 Riverstone Rd, Davis, WV, United States

Together with the Tucker Community Foundation, Philanthropy WV will host a regional roundtable meeting on June 21 in the Eastern Panhandle for funders and community leaders to come together to share information and knowledge, and to discuss ways to leverage and maximize resources to best serve your local communities. The meeting will include presentations and …

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Get Tickets Free – $25.00

Developing a Purpose-aligned Budget

A yearly budget can appear rather cut and dry, but depending on who makes decisions about the budget and how these choices are made, there will be wide-ranging implications for the philanthropy’s grantmaking and spending policies. Budget decisions should also be informed by the collective values and purpose of a philanthropy, and not just the …

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Fiduciary Responsibilities and Legal Basics in Family Philanthropy

What are the basic fiduciary duties, governance policies, and legal responsibilities that each family philanthropy board member must understand and abide by? Join this session to better understand the fundamental and nuanced federal and state laws regulating charitable giving, including self-dealing, payout, fiscal agency, excise tax, required filings, and much more. A leading expert on family …

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Operationalizing Equity Practices

For funders seeking to incorporate an equity lens throughout their work (and not just their grantmaking), there are many opportunities to shift internal operations towards more equitable and values-aligned practices. Yet while many families recognize the desire to make these shifts, they need further guidance around the specific decisions and considerations that will advance their …

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Annual Conference 2023

Oglebay Resort 465 Lodge Dr., Wheeling, WV, United States

We are thrilled to announce the 2023 Philanthropy West Virginia Annual Conference will be held in-person Oct 3-4 at Oglebay Resort in Wheeling, WV. Joining us will be a diverse group of leaders in philanthropy from across West Virginia and around the country. Please save the date and stayed tuned for more details.

Internal Evaluation and Learning

A family philanthropy has a much better chance of success if there is an intentional culture that values continuous improvement, feedback and professional development, and an integrated approach of learning and assessment across governance, philanthropic strategy, succession, and more. The assessment process asks organizations to evaluate their philanthropic purpose, governance, team, accountability, finances, and family—to …

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Listening and Feedback: Tools to Assess Your Philanthropy

How can you elicit and act on feedback from your grantees and other external stakeholders? For all funders, gathering feedback is a helpful practice to understand how your work is impacting your grantees—and how you can more deeply incorporate the perspectives and experience of your partners and communities you serve. There are a number of …

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Your Impact Strategy Doesn’t Stop at Your Grantmaking

While grantmaking is often the main tool funders think about in terms of impact, there are many other innovative ways to use your time, relationships, and resources to support your nonprofit partners and the communities you serve. Funders can leverage their established platform to spread the word about needed support and convene important partners, or …

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