Foundation Transitions: Planning for the Future and Embracing It Virtual Seminar

As the saying goes, the only constant is change. Planning for the future has always been ranked by Exponent Philanthropy members as a top concern in our annual Foundation Operations & Management Report. But few foundations take time to have the conversations and embrace the questions – and possibilities – that lead to thoughtful and intentional planning, whether they ultimately seek continuity or make changes.   

In this seminar we’ll look at a foundation’s future, no matter the foundation’s structure, from multiple angles: the most common transition points that foundation’s face, planning for future financial needs, and considerations for bringing new leaders (board or staff) on board. Learn from experts and leave with new insights and action steps.  

Series Schedule

• Module 1: Preparing for Transitions – 6/14/22
• Module 2: Financial Decisions Today that Impact Tomorrow – 6/16/22
• Module 3: Bringing in New Perspectives – 6/21/22

Each module is from 2:00 – 3:00 PM ET

Registration Fees

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Who Should Attend

This program is open to foundation donors, trustees, and staff; individual donors; donor advised fund holders; advisors; and members of giving circles.

Registration and Other Policies

Please register by clicking this link. Prior to each module, you will receive program access information. By registering for this program, participants are agreeing to Exponent Philanthropy’s Participant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions..