FOX Webcast: Compromise or Conflict? Managing Intergenerational Consensus Building Around Philanthropy - December 15, 2021

Overview

Wednesday, Dec 15, 2021 - 10:00am to 11:00am CST

 

Please join us on Wednesday, December 15, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.

As the largest intergenerational wealth transfer in history unfolds during a time of rapid technological, climate, and social change, some families view philanthropy as a way to build family cohesion and teach younger members a sense of responsibility. Philanthropy can be a unifying force – but it can also lead to conflict as families work to balance legacy, change, and personal relationships. Thoughtful and effective family philanthropy is often a balancing act between collective and individual motivations, the legacy of the past and the needs of today, as well as responsibility to family and connection to community.

Join us as speakers discuss case studies of next generation donors who are charting their philanthropic journeys and working to navigate challenging conversations with their families.

Attendees will be able to:

• Discover how to build consensus to achieve a cohesive philanthropic vision


Please click on the Register button below to sign up for this webcast.

You may contact the Events Team with any questions at events@familyoffice.com
 

Field of Study: Specialized Knowledge - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

Recommended for: 
All FOX Members

  • Agenda
  • Speaker(s)

10:00 am CT

Webcast Begins
   
 

Presentation: Compromise or Conflict? Managing Intergenerational Consensus Building Around Philanthropy
   
11:00 am CT

Webcast Adjourns

 

  

Presenters

Jon Quinn
Senior Advisor, Rockefeller Philanthropy Advisors

Jon joined Rockefeller Philanthropy Advisors in May 2014 and is based in the Chicago office. He works with individual, family, institutional, and corporate donors across the Midwest, around the country, and around the world. In his time at RPA he has worked with a number of donors on climate change and environmental conservation; supported the work of foundations re-tooling strategy in post-bankruptcy Detroit; helped a family foundation in Chicago design a strategy to support the city’s infrastructure of small and mid-sized theaters; worked on a team assessing a foundation’s internal staffing structure with a focus on diversity, equity, and inclusion; and assisted a multinational company develop partnerships with organizations around the country that help young people access higher education.

Previously, Jon was Donor Services and Initiatives Manager at the Santa Fe Community Foundation, where he managed the Foundation’s LGBTQ and Native grant programs, oversaw a project that uses crowd-sourced giving to support public school projects, and managed Foundation events and communications. Before joining the Santa Fe Community Foundation he was a Research Associate for the Peter G. Peterson Foundation in New York City, where he managed major projects focused on health care policy, national security policy, and youth engagement. Jon has also worked at the Museum of Contemporary Art in Chicago and was on the staff of President Obama’s 2008 campaign.

Jon received a B.A. from The University of Chicago in 2004 and a Master’s in Public Administration from the Maxwell School of Syracuse University in 2010. He served on the planning committee for the 2013, 2014, and 2016 conference for Funders for LGBTQ Issues and participated in grant review panels in 2018 and 2019 for the Just Transition Fund, which supports economic transition efforts in coal-impacted communities across the US. He serves on the board of Crossroads Fund, a public foundation that funds racial, social, and economic justice work in the Chicago area; and serves on the advisory board for the Illinois chapter of Mikva Challenge, a civic engagement organization that brings young people into the democratic process. He is a member of the 2020 class of the Emerging Leaders program at the Chicago Council on Global Affairs.
 

FOX Host

Hilary Leav
Director, Insights & Research

Hilary Leav is the Director of Insights and Research for FOX. In her role, she oversees FOX’s efforts to effectively use data, analysis, and insights to support members and further industry understanding of the unique needs of family offices.

Hilary brings over ten years of research, evaluation, and analysis experience in leadership positions to her work at FOX. Her most recent work centers on building capacity for data usage and creating and sharing actionable information and insights that can drive strategy development, improve efficiency, and increase shared understanding of complex issues. Additionally, Hilary has extensive international experience and has previously worked in operations, strategy development, process improvement, and grants management in both non-profit and for-profit organizations.

Hilary holds her B.A. from the University of Michigan. She received her M.S. in Measurement and Evaluation from American University in Washington, D.C.