Foundation Transitions Virtual Seminar Module 1: Preparing for Transitions

Transition isn’t always seamless; in fact it’s often messy. When planning for the future feels overwhelming, it’s good to know that most foundations experience unplanned changes which can affect everyone from staff, board, and committee members to trustees, beneficiaries, and grantees. Being proactive and prepared is integral to effectively managing leadership transitions. Where possible, these changes must be choreographed to avoid undue risks to the organization’s mission and long-term goals.Thinking through how you want to manage the transition is the first step in navigating change in a more intentional way. 

By the end of this module participants will be able to:  

  • Recognize different transitions a foundation will experience.  
  • Identify how to create a plan for specific transition points to limit the organization’s vulnerability in times of change 


Claire Costello
Managing director, Senior philanthropic strategist for philanthropic strategies, Bank of America Private Bank

Claire Costello is a Managing Director, Senior Philanthropic Strategist for Philanthropic Solutions at Bank of America Private Bank. She supports clients in making a broad range of philanthropic decisions concerning the design and execution of their giving strategies and is responsible for providing thought leadership and identifying best practices for both philanthropic families and nonprofit institutions.  

Registration Fees

Entire Series Individual Module
Exponent Philanthropy Members $300 $150
NonMembers $450 $200

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’sParticipant Guidelines. Please contact us by email or at 202-580-6560 if you have any questions..

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Platform and Accessibility

This program uses Zoom; automated closed captioning available. We can provide additional accommodations upon request (e.g. live captioner, ASL interpreter). Please contact or call 202-580-6560 by May 31, 2022, if you need any accommodations.