Daily Schedule & Program Information

MONDAY, FEBRUARY 20TUESDAY, FEBRUARY 21
7:30–9:00 a.m.
WELCOME & BREAKFAST

Registration opens at 7:30 a.m.
Breakfast: 7:30–8:30 a.m.
Welcome: 8:30–9:00 a.m.

Location: Metropolitan Ballroom, second floor, J.W. Marriott Union Square

9:00–10:30 a.m.
PLENARY
Tech Philanthropy: Consequences and Challenges of Innovative Approaches

The opening panel will explore how the kind of novel thinking that is dominant in the technology community is manifesting itself in the philanthropic approach of donors from that community, and how these donors are establishing new trends in philanthropic intent, impact, and legacy.

Speakers:
Bob Maxfield, president, Maxfield Foundation
Cindy Mercer, co-founder, Planet Heritage Foundation
Deborah Rappaport, president, Rappaport Family Foundation; co-founder, Minnesota Street Project

Moderator: Christine Sherry, trustee, Swanson Foundation

Location: Metropolitan Ballroom

BREAK: 10:30–11:00 a.m.

11:00 a.m.–12:30 p.m.
PLENARY
Being Strategic and Engaging Grantees: How to Do Both

What does it look like to be both mission-driven and grantee-focused, to be both proactive and responsive? Family donors who engage closely with grantees and beneficiaries — those closest to the issues — will talk about how they create effective relationships in which each side listens deeply, brings their respective expertise, and feels valued and engaged.

Speakers:
Carmela Castellano-Garcia, president, Castellano Family Foundation
Susan Chamberlin, co-founder, Chamberlin Family Foundation
Caitlin Heising, vice chair, Heising-Simons Foundation; founding member, Maverick Collective
Kristin Hull, founder and director, Nia Community Fund

Moderator: Kathleen Odne, executive director, Dean and Margaret Lesher Foundation

Location: Metropolitan Ballroom

12:30–2:00 p.m.
LUNCH & KEYNOTE: My Intentional Journey

The former head of the world’s largest family foundation, who now gives creatively through his own family foundation, will describe his philanthropic journey — how his family came to focus on the needs of youth, lessons they’ve learned about what works to get results, and how they find the sweet spot between donor intent and real impact. He also will share how this journey has led to new passions focused on helping other individual donors accelerate their journey to give with impact.

Speakers:
Jeff Raikes, co-founder, Raikes Foundation; former CEO, Bill and Melinda Gates Foundation

Moderator:
Renee Kaplan, chief strategy officer, Skoll Foundation

Location: Metropolitan Ballroom

BREAK: 2:00–2:30 p.m.

2:30–3:30 p.m.
OPEN DIALOGUES

This is your chance to meet others at the Summit with whom you share an identity, issue, or interest area. In these lightly facilitated, open-ended dialogues you can exchange ideas, questions, and best practices — and begin building supportive networks to help inform and improve your giving.

  • Next Gen Giving and Family Succession
    Location: Metropolitan Ballroom A
  • Small Funders, Big Impact
    Location: Metropolitan Ballroom B/C
  • The Pleasures and Pitfalls of Place-Based Giving
    Location: Skyline A (21st floor)
  • The Big Question: Spend Down vs. Perpetuity
    Location: Skyline B (21st floor)
  • Investing for Even More Impact
    Location: Skyline C (21st floor)

BREAK: 3:30–4:00 p.m.

4:00–5:30 p.m.
PARTNERSHIP SHOWCASE

Innovative partnerships between family donors and local San Francisco nonprofits will be featured through both live performances and candid reflections by donors and nonprofit leaders. How have they devised effective strategies to balance what the donor wants and what the organization needs?

Moderator: Berit Ashla, vice president, Rockefeller Philanthropy Advisors

Special Performance by: Meklit Hadero, Singer & Composer; Board Member, Yerba Buena Center for the Arts

Location: Metropolitan Ballroom

BREAK: 5:30–7:00 p.m.

7:00–9:00 p.m.
DINE-AROUND & DISCUSS

Continue the lively discussions from the day — and experience San Francisco’s world-class culinary scene — by joining one of these small group dinners around the city. Groups will meet with dine-around hosts in the J.W. Marriott lobby (3rd floor) at 6:45 p.m. and travel together to the restaurant. Look for a sign with your group’s topic.

Location: Various sites around San Francisco

View Sunday’s schedule                                                                                   View Tuesday’s schedule >

BREAKFAST: 7:30–8:15 a.m.

8:15–9:30 a.m.
PLENARY
Sustaining Impact as Intent Becomes Legacy

In families, over time, donor intent gradually takes on the added weight of becoming “legacy,” and so the challenges of mixing intent and impact can become even more difficult. In this panel, we learn from families that have found creative ways to honor the cherished family legacy while still being responsive to beneficiaries and adaptive to changing times and new ideas.

Speakers:
Kelly Nowlin, trustee, Surdna Foundation
Valerie Rockefeller Wayne, chair, Rockefeller Brothers Fund
Rick Williams, CEO, Sobrato Family Foundation

Moderator: Claire Solot, managing director, Bigglesworth Family Foundation

Location: Metropolitan Ballroom

BREAK: 9:30–10:00 a.m.

10:00–11:30 a.m.
PRACTICAL WORKSHOPS

Participants will choose among four breakout workshops, led either by experienced family donors or by influential family philanthropy consultants. Each workshop will address a specific challenge faced by family donors, and provide them with take-home lessons, ideas, and tools to tackle that challenge.

      • Transparency in Action: Co-Designing Grant Processes with Community Partners
        Facilitators: Carrie Avery, president, The Durfee Foundation;
        Julie Fisher Cummings, vice-chair, Max M. and Marjorie S. Fisher Foundation;
        Doug Bitonti Stewart, executive director, Max M. and Marjorie S. Fisher Foundation
        Location: Skyline A (21st floor)
      • How Family Philanthropy Can Support Racial Justice
        Movements Organizing for Social Change

        Facilitators: Quinn Delaney, chair, Akonadi Foundation;
        Lateefah Simon, president, Akonadi Foundation
        Location: Skyline B (21st floor)
      • Unintended Consequences: How to Avoid a Legacy of Disrespect and Delusion
        Facilitator: Kris Putnam-Walkerly, president, Putnam Consulting Group
        Location: Skyline C (21st floor)

LUNCH: 11:30 a.m.–12:30 p.m.

12:30–2:00 p.m.
PLENARY
Working for Impact Across the Generations

Having multiple family members involved in philanthropy can bring great benefits and great challenges. Two generations from two different sorts of giving families reflect here on how they give and learn — both together and apart — and how they make use of similarities and differences to achieve real results.

Speakers:
Iris Brilliant, national organizer, Resource Generation
Larry Brilliant, chairman, Skoll Global Threats Fund; former executive director, Google.org
Douglas Goldman, co-founder, Lisa and Douglas Goldman Fund
Jason Goldman, trustee, Lisa and Douglas Goldman Fund

Moderator: Kevin Salwen, author and philanthropist

Location: Metropolitan Ballroom

2:00–2:30 p.m.
WRAP-UP & NEXT STEPS

Location: Metropolitan Ballroom

 

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