Legal Matters for Corporate Foundations and Giving Programs
WVVirtual - Wednesday, April 19, 2023 - 1:00 pm ET to Thursday, April 20, 2023 - 4:00 pm ET Cost to Philanthropy WV members - $319 Led by the Council for Foundation's legal team, this workshop is flexibly organized to ensure that your broad legal questions for administering funds, grants, and corporate foundation activities are addressed. […]
Developing a Purpose-aligned Budget
WVA 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 […]
Fiduciary Responsibilities and Legal Basics in Family Philanthropy
WVWhat 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 […]
Operationalizing Equity Practices
WVFor 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 […]
Internal Evaluation and Learning
WVA 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 […]