Daily Schedule

Monday, January 28

7:30–8:30 a.m.

Location: Ocean Ballroom Pre-Function Space

8:30–10:30 a.m.

Partners Together on the Giving Path
This opening panel will explore the joys and complexities of couples who are travelling their donor path together. What do partners learn from each other? How do they take advantage of the distinctive assets that each partner brings to the journey? How do they make joint decisions and how do they address disagreements along the way? How do they craft and pursue a shared vision for the next steps in their shared journey?


  • Anna and Raj Asava, Indian American Council for Food Banks
  • Dawn and Chris Fleischner, Arts, Equity, & Education Fund
  • Liebe and Seth Gadinsky, Miami Foundation

Moderated by: Juan Olivarez, Dorothy A. Johnson Center for Philanthropy
Location: Ocean Ballroom

BREAK: 10:30–11:00 a.m.

11:00 a.m.–12:30 p.m.

Journeys After Trauma
Unfortunately, the journeys of many donors are deeply affected by trauma that they — and/or their friends, families, and communities — have endured. Three donors will share difficult but inspiring stories of giving, serving, and organizing in the wake of traumas including abuse, gun violence, and a devastating hurricane. The lessons they share can help not only those facing similar traumas, but also those who come to giving with an abiding passion and keen focus on a specific cause.


  • Lee Ippolito Jurewitz, Ippolito Charitable Foundation of Galveston
  • Polo Reo Tate, R.E. Olds Foundation
  • Heidi Yewman, Women Donors Network

Moderated by: Lisa Parker, Lawrence Welk Family Foundation
Location: Ocean Ballroom

LUNCH BREAK: 12:30–1:00 p.m.

1:00–2:30 p.m.

Next Gen Social Justice Journeys
Many rising “next gen” donors have a deep passion for social justice, and as a result, they face new kinds of learning challenges (and opportunities) as they develop their philanthropic identities. They still want to make a difference and find meaning in giving, like other donors, but they also want to address systemic issues, confront power and privilege, and work closely with historically marginalized communities. Hear from next gen donors about how they are forging these new paths.


  • Valaida Fullwood, New Generation of African American Philanthropists
  • Kim Kaupe, Andrus Family Fund
  • David Roswell, Roswell Foundation
  • A. Sparks, Masto Foundation

Moderated by: Jeanné Isler, National Committee for Responsive Philanthropy
Ocean Ballroom

BREAK: 2:30–3:00 p.m.

3:00–4:15 p.m.

Choose from three workshops listed below (all three will be offered again at 4:30 p.m.).

Changing Course: Managing Times of Transition in Your Family’s Philanthropy
Virtually every giving family experiences changes and transitions in their philanthropic journey. Founders move on, new generations emerge and disperse, and strategies shift. These are just a few challenges and opportunities facing families navigating their philanthropy. Knowing what to expect and how to manage the unexpected is paramount to highly effective family philanthropy. Join your peers in exploring strategies and learning resources to handle these transitions — how to get un-stuck, how to change course, and how to become even more effective through the changes.

Led by: Betsy Brill, Strategic Philanthropy
Location: Ocean Ballroom 1

4Gen Perspectives on the Donor Journey
Join a discussion of the donor journey led by 4Gen Perspectives, a collaboration of experts (a Millennial, a GenXer, a Boomer, and a member of the Greatest Generation) whose knowledge is grounded in their personal and professional experiences, which they candidly share with their audiences. Be part of a workshop where you will share your own donor journey and learn from others about theirs. We will dive into the past, present, and future in a high-engagement experience you will want to take back and share with your own family!

Led by:

  • Paige Cornetet, Millennial Guru
  • Colleen Durbin Mitchell, Venture3Philanthropy
  • Ellie Frey Zagel, Frey Foundation and Successful Generations
  • Dottie Johnson, F. Martin and Dorothy A. Johnson Family Fund

Location: Coromell 1

Tools for Planning Your Next Steps
Innovative philanthropic tools developed by experienced advisors, based on insights from research and close analysis of successful donors, will be used in this workshop to help you plan the next steps in your giving journey. From crafting (or refining) a personal philanthropic mission statement, to creating a road map and action plan, to adapting your plans as you go along, these tools can help you map out the next steps in your journey and increase your impact.

Led by: Katie Collins, Fidelity Charitable
Location: Ocean Ballroom 2

BREAK: 4:15–4:30 p.m.

4:30–5:45 p.m.


All three workshops offered a second time. See descriptions above.

BREAK: 5:45–7:00 p.m.

7:00–9:00 p.m.

Continue the lively discussions from the day in small group dinners at one of the stunning restaurants along the beautiful Ft. Lauderdale beachfront. Make plans during the day with old — or new — friends, or sign up on a sheet at the Summit registration table. Then meet your group to walk or catch a ride to your restaurant.

To view a list of local dining options, click here.

Tuesday, January 29

BREAKFAST: On your own

9:00 a.m.–1:00 p.m.

Day Two of the Summit provides the opportunity to see, and learn, in person from local family philanthropists and their partners. Please enjoy breakfast on your own, then choose one of the three “learning journeys” (listed below and on the following page). Each will involve travel to the site of an innovative initiative driven by family giving, where you will hear directly from those involved.

Making a Difference for Women and Girls in the State of Florida: From Policy to Program

Visit PACE Center for Girls in Broward County and learn about the PACE model from staff and girls at the Center, including a presentation on the “Girls Giving Circle” project. PACE Center for Girls is a nationally-renowned prevention/early intervention model serving girls and young women at risk of dropping out of school, involvement in the juvenile justice system, and long-term economic dependency. While at the Center, engage with a panel of donors who co-founded the Florida Women’s Funding Alliance and were instrumental in commissioning reports on the status of women and girls in the state of Florida that have led to significant policy changes.

Hosts & Speakers:

  • Mary Marx, President and CEO, PACE Center for Girls Florida
  • Aggie Pappas, Regional Executive Director, PACE Broward
  • Julie Fisher Cummings, Chair, Lovelight Foundation and Trustee, Max M. and Marjorie S. Fisher Foundation
  • Paula Liang, Vice-Chair, Catalyst
  • Brenda Tate, CEO, Southwest Florida Women’s Foundation

Departure Time: 9:00 a.m.  //  Lunch provided

Participatory Grantmaking in Support of LGBTQ People: The Response to the Pulse Massacre and Building Resilient Communities

Join staff and community leaders from Our Fund Foundation, which unites donors supporting LGBTQ organizations across South Florida, and their Orlando-based initiative Contigo Fund, a unique participatory grantmaking model that emerged in response to the horrific Pulse nightclub shooting. Hear lessons learned and promising practices from those directly involved in the recovery and how this participatory model helped transform Orlando into a more resilient city, how it informed and strengthened Our Fund’s grantmaking approach in South Florida, and how these practices can be introduced to other traditional grantmaking models. The discussion will take place at Island City Stage, a local LGBTQ-focused theater.

Hosts & Speakers:

  • David Jobin, CEO and President, Our Fund Foundation
  • Marco Antonio Quiroga, Program Director, Contigo Fund
  • Our Fund Foundation, Grant Advisory Committee Leader
  • Contigo Fund, Grant Committee Leader

Departure Time: 9:00 a.m.  //  Lunch provided

Training Tomorrow’s Leaders at the JA World Huizenga Center
Visit the JA World Huizenga Center at the Lillian S. Wells Pavilion, a world-class facility where Junior Achievement of South Florida trains today’s youth to be tomorrow’s leaders. Hear from staff and donors who helped build, and who now sustain this remarkable experiential facility that uses hands-on learning and real-life simulations to teach entrepreneurship, work readiness, and financial literacy. You will also hear from Junior Achievement of the Michigan Great Lakes which is in the process of replicating this project in West Michigan.

Hosts & Speakers:

  • Laurie Sallarulo, President and CEO, Junior Achievement of South Florida
  • William Coderre, President and CEO, Junior Achievement of the Michigan Great Lakes
  • Family Donors to Junior Achievement of South Florida

Departure Time: 9:30 a.m.  //  Lunch provided (sponsored by Kennari Consulting)