GENERATIONAL LEADERSHIP PROGRAM
At The Council on Foundations Summit
May 4-7, 2008
MAIN MENU
Overview of Generational Leadership Program
Next Generation Scholarship Fund
Schedule of Events
Frequently Asked Questions
Links and Resources
EMERGING LEADERS SHOULD ATTEND THE SUMMIT
“In an era in which the number and the variety of nonprofit groups are exploding, and young people are flooding the field, [the] need for community is being shared by many others in [t]his age group… In May 2008, when the Council on Foundations holds its Leadership Summit… it will offer its first full next-generation program. It is being put together by three of the better-known young people’s groups: Emerging Practitioners of Philanthropy, which supports a spectrum of grant-makers; Resource Generation, for young philanthropists who want to change society with their personal wealth; and 21/64, a division of the Andrea and Charles Bronfman Philanthropies.”
-- Carol Kino
The New York Times
Annual Giving Section
November 12, 2007
You may have heard that “Philanthropy’s Vision: A Leadership Summit” (the Summit) will be different from what the philanthropic community is used to, and you may have questions about your participation. Since you are reading this website, you are interested enough to get your questions answered. Luckily, we’ve have some answers – so keep reading!
If you are a next generation foundation professional, trustee or family member, you may be asking, “Will I feel welcomed at the Summit? Since it may be large, will I find a community to be part of? Will the Summit meet my learning needs?”
If you are a foundation executive or board leader, you may be asking, “Is it important to send the emerging leaders in my organization to this Summit? Will it offer them value that they can bring back to our work? What senior leaders will they be learning from? Is it worth the price tag?”
The answer to these Frequently Asked Questions is this: Yes. Absolutely.
This page will provide you information about The Generational Leadership Program, a cluster of workshops, pre-conferences and side events throughout the Summit designed by and for the next generation. Here you will find an overview of the program, schedule and description of events, information on scholarships, frequently asked questions, and some helpful downloads and links.
OVERVIEW
“Younger professionals may feel in the minority and left out at the large conference, but being able to connect with colleagues in a space that is just for them is perfect.”
– Emerging Leaders Salon Participant, COF 2007 Annual Conference
Planning Partners:
Designed through an innovative partnership between the Council on Foundations, 21/64, Emerging Practitioners in Philanthropy, and Resource Generation, The Generational Leadership Program is a track of workshops, pre-conference and side-events aimed at serving emerging philanthropic professional, family members and trustees. Packed with innovative learning, skills-building and networking activities for and about the next generation, The Generational Leadership Program will be woven throughout Philanthropy’s Vision: A Leadership Summit. “Next generation” or “emerging” leaders are individuals from Generation X (born after 1965), and the Millennial Generation (born after 1980), or individuals with less than five years experience in the philanthropic field.
Individuals from every generation and career level contribute valuable insights and experiences in understanding the next generation of philanthropy. Foundation board and family members, executives and staff members can take the opportunity to learn from and engage with emerging philanthropic leaders at The Generational Leadership Program.
The Generational Leadership Program will provide an exciting opportunity for a large and diverse delegation of next generation participants to gain skills and ideas to benefit them professionally; engage in inter-generational dialogue with senior colleagues; and build community. The Program will offer concrete skills and ideas to help participants improve philanthropic practices within their organizations and to address generational issues in the field.
This is an unprecedented opportunity to advance the personal and professional development of both emerging and seasoned leaders in your foundation. Foundations are encouraged to bring their emerging leaders to experience The Generational Leadership Program and the entire Summit.
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NEXT GENERATION SCHOLARSHIP FUND
“Foundations need a new generation of leaders, either right now or in the future. Luckily, there are young people who are starting their careers in philanthropy - invest in them and show them that they are valuable.”
– Emerging Leaders Salon Participant, COF Annual Conference 2007
THE DEADLINE TO APPLY WAS MONDAY, MARCH 31, 2007, 5PM ET. WE ARE NO LONGER ACCEPTING APPLICATIONS
As a special incentive, The Next Generation Scholarship Fund has been created by the Council on Foundations and Emerging Practitioners in Philanthropy to provide financial assistance to ensure that diverse emerging leaders are able to participate in the Summit and The Generational Leadership Program.
We wish to acknowledge The Marguerite Casey Foundation, Lumina Foundation for Education, and several anonymous donors for investing in the creation of the Next Generation Scholarship Fund. This Fund was created specifically to bring the next generation to the Summit, and it is only applicable for this conference.
If you or your organization would like to invest in this Fund, or help seed a similar effort for future conferences, please contact Rusty Stahl, Emerging Practitioners in Philanthropy, at summit@epip.org or (212) 497-7544 or Mary Pembroke-Dwyer, Council on Foundations, at (703) 879-0622 or md.pembroke@cof.org.
THE DEADLINE TO APPLY WAS MONDAY, MARCH 31, 2007, 5PM ET. WE ARE NO LONGER ACCEPTING APPLICATIONS
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SCHEDULE OF EVENTS
“The Emerging Leaders Salon was a fabulous and unique opportunity to speak with one of the best and brightest leaders in the field. Great experience for a young professional.”
– Emerging Leaders Salon Participant, COF Annual Conference 2007
This schedule is subject to change. A final version will be available in the EPIP Next Generation Lounge in Resource Central and the Next Generation Hosted Suite.
Schedule Menu
Sunday, May 4
Monday, May 5
Tuesday, May 6
Wednesday, May 7
SUNDAY, MAY 4
The EPIP Next Generation Lounge
Resource Central
An informal space within the Summit’s main registration and exhibition area, the Lounge will provide a space for next generation attendees and their allies to meet, hold meetings during breaks, find information on the Generational Leadership Program as well as other resources.
Welcome Session - Next Gen Philanthropy Professionals
SUNDAY, MAY 4TH, 2:00PM - 3:00PM
Free, no registration required
Before diving into the Summit, connect with other emerging philanthropy professionals. We will orient you to the Summit and the Generational Leadership Program itself. And we will provide a facilitated opportunity for you to meet, connect with and learn from your peers at the Summit. We will be welcomed to the national capital region at this session by guest speaker Congresswoman-Elect Donna Edwards, who is going to Congress after running the Arca Foundation.
Next Generation Retreat for Family Members
SUNDAY, MAY 4TH, 1:00PM – 6:00PM
$165 per person; pre-registration is required and space is limited
Link to Session Description on Summit Site
Don’t miss an opportunity to meet with your peers, ages 18 to 35, who are involved in family philanthropy or are preparing for future involvement. Start building relationships with others who are exploring complex questions of responsibility, opportunity, and family legacy. Consider attending with other family members – siblings, cousins, partners – for candid conversation in a safe space.
Emerging Leader Salon:
Featuring Sherece West, President, Winthrop Rockefeller Foundation
SUNDAY, MAY 4TH, 3:00PM - 4:00PM
Free tickets available at Registration Desk
Link to Session Description on Summit Site
Sherece West is nationally known for her leadership in the areas of community development, public policy, and, most recently, disaster recovery. Prior to the Winthrop Rockefeller Foundation, Sherece served as CEO of the Louisiana Disaster Recovery Foundation. She is passionate about helping others, addressing the issues related to poverty, race and social justice; education; and community development. In addition to heading WRF, she currently serves on the boards of the Council on Foundations and the Neighborhood Funders Group. This Salon will offer informal dialogue between next generation participants and the featured guest speaker. Emerging Leader Salons were wildly successful at the Council’s 2007 Fall Conference for Community Foundations and 2007 Annual Conference. Pick up your free ticket and get room information at the registration desk in Resource Central.
Emerging Leader Salon:
Featuring Susan V. Berresford, retired President, Ford Foundation
SUNDAY, MAY 4TH, 5:00PM - 6:00PM
Free tickets available at Registration Desk
Link to Session Description on Summit Site
Susan Berresford served as President of the Ford Foundation from 1996 through 2007. Prior to this, she held the vice presidential position for the Ford Foundation's U.S. and International Affairs program. Under Ms. Berresford's leadership, the Ford Foundation launched a major graduate fellowship program for thousands of marginalized men and women around the world, a national initiative to support individual artists and a major investment in efforts to bring homeownership and matched savings to tens of thousands of low-income Americans. She is passionate about promoting and securing international and regional justice and sustainable peace, and among other things, has worked to promote affirmative action and global work on HIV/AIDS. The Salon will offer informal dialogue between next generation participants and the featured guest speaker. Emerging Leader Salons were wildly successful at the Council’s 2007 Fall Conference for Community Foundations and 2007 Annual Conference. Pick up your free ticket and get room information at the registration desk in Resource Central.
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MONDAY, MAY 5
The EPIP Next Generation Lounge
Resource Central
An informal space within the Summit’s main registration and exhibition area, the Lounge will provide a space for next generation attendees and their allies to meet, hold meetings during breaks, find information on the Generational Leadership Program as well as other resources.
A New Generation of Foundation CEOs:
Fresh Leadership Perspectives from the Top
MONDAY, MAY 5, 10:30AM – 12:00PM
Link to Session Description on Summit Site
The world of philanthropy is changing, and so are the leaders of many of our foundations. Join us for an exciting interactive panel discussion on how generations of leadership are influencing our field. Our panelists, all CEOs, reflect the diversity of philanthropic forms and foundation leadership. Topics will include philanthropy’s role in society, social change around the world, and how generational demographics may make an impact on the missions, strategies, and grantmaking of foundation donors, trustees, and CEOs.
Kathryn E. Merchant
Co-designer, Committee Liaison, Moderator
President and CEO
The Greater Cincinnati Foundation
Monique Mehta
Speaker
Executive Director
Third Wave Foundation
Nathaniel Choike Williams, Ph.D.
Speaker
Executive Director
Hill-Snowdon Foundation
Nicole Taylor
Speaker
President and Chief Executive Officer
East Bay Community Foundation
Rusty Morgen Stahl
Co-designer, Moderator
Executive Director
Emerging Practitioners in Philanthropy
Emerging Leader Salon:
Featuring Julie Rogers, President, Eugene and Agnes E. Meyer Foundation
MONDAY, MAY 5TH, 2:00PM - 3:00PM
Free tickets available at Registration Desk
Link to Session Description on Summit Site
Julie Rogers is President of the Eugene and Agnes E. Meyer Foundation, which awards more than $8 million annually to community-based nonprofits in Greater Washington, DC. The Foundation is nationally recognized for its programs that strengthen the management and leadership of its grantees and for a deep commitment to strengthening philanthropy and the nonprofit sector. Due to her leading role in both regional and national philanthropy, Ms. Rogers was both asked to serve on the board of the Council on Foundations, as well as was named one of the 100 most powerful women in the DC region and "Washingtonian of the Year" by Washingtonian magazine. In 2006, Julie was named among Washington Business Journal's "Women Who Mean Business." Passionate about finding innovative and collaborative ways to support the foundation's grantees and meet community needs, Ms. Rogers also successfully created two major philanthropic collaborations: the Washington AIDS Partnership and the Community Development Support Collaborative. The Salon will offer informal dialogue between next generation participants and the featured guest speaker. Emerging Leader Salons were wildly successful at the Council’s 2007 Fall Conference for Community Foundations and 2007 Annual Conference. Pick up your free ticket and get room information at the registration desk in Resource Central.
Philanthropy 2.0
MONDAY, MAY 5TH, 2:30PM - 4:30PM
Link to Session Description on Summit Site
Can’t make out the difference between Facebook and Friendster? Curious about philanthropy moving online? Wondering how you could make a small business loan to someone in India from your laptop? Come to a special two-hour session on how emerging online social networking and other interactive “web 2.0” components are becoming relevant to philanthropy and the nonprofit sector. This session includes a demonstration of several online giving sites and a candid Q&A session with the next generation of founders and funders
Alan K. Davis
Committee Liaison
VP/Executive Director
A & J Family Foundation
Charles Best
Speaker
Founder
DonorsChoose.org
Eric Kessler
Co-designer
Principal and Managing Director
Arabella Philanthropic Investment Advisors
Joe Green
Speaker
Founder
Facebook Causes and Philotic, Inc.
Leslie Payne
Moderator
Director
Arabella Philanthropic Investment Advisors
Michael Smith
Moderator
Director, Social Investment
The Case Foundation
Rupa Modi
Speaker
East Coast Development Manager
Kiva.org
Sharna Goldseker
Co-designer, Moderator
Vice President
Andrea and Charles Bronfman Philanthropies, Inc.
Tom Gardner
Speaker
Co-Founder
The Motley Fool
Nurturing the Next Generation of Foundation Professionals
MONDAY, MAY 5, 3:00PM – 4:30PM
Link to Session Description on Summit Site
How are foundation trustees, executives, and staff cultivating partnerships with emerging leaders to guide the philanthropic sector? A diverse cross-section of panelists and philanthropic professionals will frame and facilitate a ground-breaking dialogue on cross-generation collaboration. Seasoned and emerging leaders will discuss how to develop models that support generational advancement within foundations and how to bridge gaps between generations in order to sustain and improve the future of foundations. Both experienced and future leaders are critical to this discussion and will provide invaluable perspectives on intergenerational challenges across cultures within philanthropic communities.
Brittany D. Buckingham
Co-Moderator and Co-designer
Bill & Melinda Gates Foundation
Charles Fields
Speaker
Program Officer
Marguerite Casey Foundation
Luz A. Vega-Marquis
Speaker
President & CEO
Marguerite Casey Foundation
Rusty Morgen Stahl
Co-designer, Committee Liaison
Executive Director
Emerging Practitioners in Philanthropy
Trista Harris
Speaker
Program Officer
The Saint Paul Foundation
Yolanda Alindor
Co-Moderator
Multicultural Fellowship Program Coordinator
The San Francisco Foundation
Emerging Leaders Annual Reception
MONDAY, MAY 5, 7:30PM – 9:30PM
Link to Session Description on Summit Site
A celebration for emerging leaders and their Summit friends and allies! Come get the best food and drinks of the evening, and learn about innovative resources for the next generation. Co-sponsored as always by the Third Wave Foundation, Emerging Practitioners in Philanthropy, Resource Generation, 21/64, Changemakers, and Jewish Funders Network
Hosted Suite
EVENINGS, SUNDAY-TUESDAY, AT THE GAYLORD
This semi-formal space will provide emerging leaders with a venue for late night de-briefing on each day, amazing refreshments, blogging, music, and good conversation. The exact room number will be announced during pre-conference activities, and available in the EPIP Next Generation Lounge.
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TUESDAY, MAY 6
CANCELLED:
Emerging Leaders Salon:
Featuring Peer Dialogue
TUESDAY, MAY 6, 6:00-7:30PM
Hosted Suite
EVENINGS, SUNDAY-TUESDAY, AT THE GAYLORD
This semi-formal space will provide emerging leaders with a venue for late night de-briefing on each day, amazing refreshments, blogging, music, and good conversation. The exact room number will be announced during pre-conference activities, and available in the EPIP Next Generation Lounge.
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WEDNESDAY, MAY 7
Multi-Generational Family Philanthropy
WEDNESDAY, MAY 7, 10:00AM-11:30AM
Link to Session Description on Summit Site
Ten years ago, the “transfer of wealth” research unleashed a conversation in the philanthropic realm about preparing and engaging the next generation for their imminent roles in stewarding philanthropic dollars. Ten years later, multiple generations are involved in family philanthropy and learning to work together around decision-making tables. This interactive session will illuminate the stories of family members involved in various forms of multi-generational philanthropic activities, engage session participants in a conversation about cross-generational collaboration, and offer strategies for participants to explore back home.
Daniela Nascimento Fainberg
Speaker
Founder and Executive Director
Generation Institute
Howard Buffett
Speaker
Consultant
Jason Franklin
Moderator
Deputy Director for Programs and Development
21st Century School Fund
Mary Emeny
Speaker
Chair
Tecovas Foundation
Mary L. Galeti
Speaker
Vice Chair
Tecovas Foundation
Rusty Morgen Stahl
Committee Liaison
Executive Director
Emerging Practitioners in Philanthropy
Sharna Goldseker
Co-designer
Vice President
Andrea and Charles Bronfman Philanthropies, Inc.
Taij Kumarie Moteelall, MA
Co-designer
Executive Director
Resource Generation
Millennials and the Moment
WEDNESDAY, MAY 7, 10:00AM-11:30AM
Link to Session Description on Summit Site
We are at a historic moment where youth activists are changing the face of politics and influencing social change movements. With a unique social consciousness and world view shaped by events such as the September 11th terrorist attacks and Hurricane Katrina, the Millennials — individuals born between 1980–1995 — are using innovative technologies, social networking opportunities, and new models of collaboration to get out the vote, get on the political agenda, and influence change. In this session, you will hear from inspiring young leaders who will discuss how they are developing projects that incorporate elements of civic engagement, activism, and movement-building.
Andrew Gillum
Speaker
Director
Young Elected Officials Network
Anna Lefer Kuhn
Co-designer, Moderator
Managing Director
Rock the Vote
Carmen Berkley
Speaker
Vice President
United States Students Association
Christopher T. Gates
Committee Liaison
Executive Director
Philanthropy for Active Civic Engagement
Debra Ross
Co-designer
Executive Director
Funders' Committee for Civic Participation
Eduardo Morales
Speaker
Deputy Director for Community Leadership
Center for Community Change
Jessy Tolkan
Speaker
Executive Director - Programs
Energy Action Coalition
Advanced Practice Institute:
Generations in the Nonprofit Workforce: A Critical Opportunity for the Funding Community
WEDNESDAY, MAY 7, 2:00PM-5:00PM
Link to Session Description on Summit Site
The verdict is in. Generational change in the nonprofit sector is happening. The Greatest Generation is establishing its legacy; the Baby Boom is struggling with questions of retirement and ongoing engagement; Generation X is taking strides in defining its leadership role; and the Millennial Generation is entering the workforce in a significant way. At this critical moment, the support system for nonprofit talent – everything from recruitment through retirement – remains under-developed and under-resourced. This Advanced Practice Institute will explore the roles that funders can take in addressing these urgent generational and workforce issues. An extraordinary group of funders, researchers, and practitioners will share their experiences and engage you in conversation using a highly interactive format.
Michelle DePass
Speaker
Program Officer
Ford Foundation
Patrick A. Corvington
Speaker
Senior Associate
The Annie E. Casey Foundation
Richard Brown
Speaker
Vice President
American Express Company
Richard L. Moyers
Speaker
Director, Nonprofit Sector Fund
Eugene & Agnes E. Meyer Foundation
Russ Finkelstein
Speaker
Associate Director
Action Without Borders
Frances Kunreuther
Speaker
Director
Building Movement Project, Demos
James Weinberg
Speaker
Founder and CEO
Commongood Careers
Rusty Morgen Stahl
Session Designer, Speaker
Executive Director
Emerging Practitioners in Philanthropy
Caroline Altman Smith
Speaker
Program Officer
Lumina Foundation for Education
Emily Davis
Speaker
Emily Davis Consulting
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FREQUENTLY ASKED QUESTIONS
Download Frequently Asked Questions in a Word Document
:: Emerging Leaders May Ask:
Q: “Will I feel welcomed at the Summit?”
A: The Council on Foundations, along with 21/64, Emerging Practitioners in Philanthropy and Resource Generation, welcome emerging and next generation leaders to the Summit. We will make sure that you will be well-oriented, connect with a community of your peers, and learn from senior leaders in our field as well as your peers. From Sunday, May 4 through Wednesday May 7, we will offer customize learning and community-building activities to emerging leaders every day and evening of the Summit.
Q: “Since the Summit may be large, will I find a community to be part of?”
A: While the Summit may be filled with a wide array of participants and programming, it will not be a “mega-conference” like some people have called it. The Summit has been designed so that you can be part of smaller communities within the larger conference (such as family philanthropy or community foundations). The Generational Leadership Program will offer a community for next generation participants – including the opportunity to connect with peers during pre-conferences, the EPIP Next Generation Lounge (an informal gathering space within Resource Central, the physical hub of the conference), and a Next Generation Hosted Suite for evening socializing and semi-formal discussions.
Q: “Will the Summit meet my learning needs?”
A: The Summit will offer an array of educational and training opportunities examining the themes of leadership, partnership and impact in philanthropy. The Summit will be a unique opportunity to learn across the boundaries of our field. For the first time, the community foundations, family philanthropy, and the rest of the field will meet together, breaking the silos of the funding sector. It will also take a view of philanthropy that is both local and global, introducing you to colleagues from your community and from around the world. The Summit will also offer concrete skills-building opportunities. The Generational Leadership Program will add to this mix a slate of sessions focused on the generational issues impacting you, your organization, and your grantees. On top of this, we will provide unique, top-quality peer and inter-generational dialogue planned by and for next generation leaders.
:: CEOs, Board Chairs & Senior Leaders May Ask:
Q: “Is it important to send the young people in my organization to this Summit?”
A: Yes, the leadership of the Council on Foundations and the Summit planners strongly encourage CEOs, senior executives and board leaders to invest in emerging leaders by sending them to the Summit to participate in The Generational Leadership Program and all the other dynamic learning opportunities of this unique conference.
Q: “Will the Summit offer emerging leaders real value that they can bring back to our work?”
A: The Council and its partners have invested resources to ensure that emerging leaders are able to attend and get real value from the Summit. By attending the Summit and the Generational Leadership Program, emerging leaders will be exposed to both concrete and conceptual grantmaking ideas, hard and soft skills, peer and inter-generational learning, and they come into contact with local and global colleagues. They will have much to bring back to the daily work of your organization.
Q: “What senior leaders will the emerging leaders learn from at the Generational Leadership Program?
A: The Emerging Leader Salons will offer emerging leaders the rare chance for seminar-style dialogues with three of our field’s preeminent leaders Susan Berresford (Retired President, Ford Foundation), Julie Rogers (CEO, Meyer Foundation), and Sherece West (CEO, Winthrop Rockefeller Foundation). In addition, esteemed colleagues such as Summit Co-Chair Luz Vega-Marquis (CEO, Marguirite Casey Foundation) and Kathleen Merchant (CEO, Community Foundation of Greater Cinncinnati) will join emerging leaders as presenters throughout the relatedconcurrent sessions.
Q: “How can I afford to send my emerging leaders to the Summit?”
A: Investing in your emerging leaders by sending them to this unique convening will offer your organization a critical talent management advantage; boost morale; help emerging leaders to find a peer community; and bring your organization new knowledge and contacts. The Council on Foundations and Emerging Practitioners in Philanthropy look to partner with you in this process by offering the Next Generation Scholarship Fund, which will supplement your costs by covering the cost of registration for emerging leaders. Click here for Scholarship Information and Application.
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LINKS AND RESOURCES
LInks and Downloads
Link:
Facebook Group for Generational Leadership Program
Download: Schedule of Events - Generational Leadership Program
Download: Frequently Asked Questions - Generational Leadership Program
Download: Brochure - Generational Leadership Program
Download: Letter to EPIP from Rusty Stahl
Link: Page on Summit Website - Generational Leadership Program
Partners & Planners
21/64, a Division of the Andrea and Charles Bronfman Philanthropies
Council on Foundations
Emerging Practitioners in Philanthropy
Resource Generation
We also wish to give a special thank you to Emily Davis, Principal, EDA Consulting, for her efforts as Chair of Marketing and Outreach for the Generational Leadership Program
Select Related Research
Wealth Transfer on Track?
U.S. fundraising experts vet nationally-utilized inter-generational wealth transfer projections by Boston College's Center on Wealth and Philanthropy in light of the economic downturn early in the decade. Center on Wealthy and Philanthropy researchers Paul Schervish and John Havens add their assessment.
Ready to Lead? Next Generation Leaders Speak Out
A new national study produced in partnership by CompassPoint Nonprofit Services, The Annie E. Casey Foundation, the Meyer Foundation and Idealist.org
Next Shift: Beyond the Nonprofit Leadership Crisis
Published by Building Movement Project and The Annie E. Casey Foundation, this report takes a broader look at the issue of generational change and presents different frames and solutions that move us beyond the “crisis” view of leadership transition and expansion.
Stepping Up or Stepping Out: A Report on the Readiness of Next Generation Nonprofit Leaders
Findings from a survey of 10,000 members of Young Nonprofit Professionals Network, highlighting their perspectives on leadership and professional development in the sector.
Fellowships in Philanthropy: Policy and Curriculum Brief
This report, available here as a .pdf document (also available from the EPIP office in a lovely hard copy published version) is useful for enhancing foundation fellowship programs, as well as the professional development of any and all foundation staff. Many thanks to author Melange Matthews, Packard Foundation and San Francisco Foundation for providing this resource.
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