This year's Family Foundation Conference will be a milestone for family philanthropy. In Miami Beach, we will launch the new Stewardship Principles for Family Foundations. This blueprint for improving performance will raise the level of excellence throughout the family foundation field.

Foundation trustees and staff are the driving force behind this initiative. At our 2003 conference, you identified the need for "best practices" as a top priority. At our 2004 conference, your input on an electronic poll formed the basis for the development of the principles document. Since then, many of you have offered input through our multi-city Listening Tour, Family Gathering conference calls and requests for written comments.

Now we begin to put the principles into practice. That's what the 2005 conference is all about! Through concurrent and plenary sessions, we will explore how any foundation, large or small, staffed or board-managed, can use these voluntary principles and options to improve performance and achieve excellence.

  • General Information
  • Conference Brochure (PDF 1.3M)
  • Detailed Session Descriptions (PDF 88K)
  • Registration & Housing
  • Conference Fees
  • Eligibility
  • Conference-at-a-Glance
  • Resource Central
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  • Conference Contacts
  • Miami FL
  • Stewardship Principles
  • Conference Home
  • www.cof.org
  • HIGHLIGHTS
    Special Events
    PRE-CONFERENCE ACTIVITIES

    Next Generation Retreat
    Saturday, January 22
    1:00 - 6:00 p.m.

    Designed for young people who have roles in their family's foundation already and for those who are preparing to assume responsibilities in the future, this gathering will offer you a safe space to explore your own sense of values, vision and strategy for your philanthropy.

    The retreat will be facilitated by Alison Goldberg of Resource Generation and Sharna Goldseker of Andrea and Charles Bronfman Philanthropies. Both facilitators are young people working in philanthropy, who have personal experience in their family foundations.

    Registration Fee
    Members: $140
    Non-Members: $225

    Family Dynamics and Foundation Performance Workshop
    January 22
    1:00 - 6:00 p.m.

    Even experienced grantmakers-skilled at running top flight philanthropic programs-can be at a loss when family dynamics disrupt the boardroom.

    Families of talented, committed people sometimes get sidetracked by personality clashes, power struggles or unresolved conflicts. In these challenging situations, there is often no one-either within the family or staff-who feels confident understanding the process and helping the foundation get on with its essential work.

    This workshop will increase your capacity to deal with troubling family dynamics by:

    • Providing an understanding of the power in family systems
    • Increasing your comfort level in the face of conflict
    • Introducing concepts and research about family systems that can be applied to specific dilemmas in foundation governance

    Workshop leader Kelin Gersick, Ph.D., is co-founder and a senior partner of Lansberg, Gersick & Associates. His consulting and research focus on marital, parenting, sibling and cousin relationships and their impact on the governance of family-controlled organizations. Gersick is a management fellow at the Yale School of Organization and Management. He recently completed Generations of Giving: Leadership and Continuity in Family Foundations, a nationwide study of multigenerational family foundationssponsored by the National Center for Family Philanthropy.

    Registration Fee
    Members: $140
    Non-Members: $225

    Tour the Everglades
    January 22
    12:00 - 5:00 p.m.

    Join us as we explore Everglades National Park, the largest remaining subtropical wilderness in the United States. January is the perfect month to see the park's abundant wildlife, including rare and endangered species such as the American crocodile, Florida panther and West Indian manatee. The trip includes an open-air tram ride through scenic Shark Valley, affording an excellent view of the River of Grass and this fragile, complex ecosystem. During the trip, you'll hear from Park Service naturalists as well as our tour guide, Mary Munson, Sun Coast Regional Director, National Parks Conservation Association.

    Registration Fee
    Members: $90
    Nonmembers: $130
    (Includes lunch, bus and tram transportation.)
    There is a 25-person minimum for this event.


    CONFERENCE PLENARY SPEAKERS

    Dennis Archer & Kathleen Odne
    Sunday, January 23
    Opening Plenary Brunch
    10:00 - 11:30 a.m.


    Launch of the Stewardship Principles for Family Foundations
    Kathleen Odne, Chair, Committee on Family Foundations


    Dennis Archer
    "Strive for Excellence and Accountability"

    Throughout his distinguished career as a judge, elected official and attorney, Dennis Archer has been an advocate for ethical standards and accountability to the community. He is the immediate past president of the American Bar Association—the first African American to hold the office—and during his tenure the ABA examined a Model Judicial Code of Conduct. Archer also served eight years as mayor of Detroit, was president of the National League of Cities and was an associate justice of the Michigan Supreme Court.


    Alberto Ibargüen
    Monday, January 24
    Breakfast Plenary with Alberto Ibargüen


    "Cross-Cultural Lessons from Miami"
    As publisher of both the Miami Herald and Miami's leading Spanish-language paper El Nuevo Herald, Alberto Ibargüen is a preeminent observer of the ways Miami's educational, cultural and civic institutions have been shaped by the immigrant groups that now call the city home. Ibargüen has been a newspaper executive since 1984, first at the Hartford Courant, then New York Newsday, before moving to the Knight Ridder newspapers in Miami in 1996. A former Peace Corps volunteer, Ibargüen also chairs the board of the Public Broadcasting Service.

    Tuesday, January 25
    Progress Update on the National Panel on the Nonprofit Sector’s Efforts to Develop Recommendations for Congress
    7:45–9:30 a.m. – Breakfast Plenary


    The National Panel was formed at the encouragement of the Senate Finance Committee to consider and make recommendations to help legislators address reported ethical lapses in governance, fundraising and other practices. Attendees at this plenary will get an early look at the panel’s thinking as it prepares its preliminary proposals. The Council on Foundations is playing a key leadership role in this effort, and several family foundation leaders serve on the 24-member panel. Our speakers-two members of the panel and its executive director-will share their views and highlight the impact of these recommendations on family foundations.

    Presenters: Dorothy S. Ridings, Council on Foundations President and CEO; Linda Evans, President and CEO, Meadows Foundation; and Diana Aviv, President and CEO, Independent Sector and Executive Director of the National Panel


    David Bornstein
    Tuesday, January 25
    Closing Lunch with David Bornstein



    "How To Save the World"
    Author of How to Save the World: Social Entrepreneurs and the Power of New Ideas (Oxford Press 2004) freelance journalist David Bornstein chronicles with words and pictures the work of people who are addressing social problems on a major scale in this country and abroad. His book was described by the New York Times as "must reading" for "anyone who cares about building a more equitable and stable world."


    Be a Kid Again: Networking Event at the Miami Children's Museum
    Monday, January 24
    6:30 - 8:00 p.m.

    Satisfy your whimsical side at Miami's new children's museum. Enjoy drinks and hors d'oeuvres, then play, learn, imagine and create in 12 galleries of bilingual, interactive exhibits. The museum's offerings explore the arts, cultures and community of South Florida, from the ocean to the neighborhoods, from cruise ships to agriculture and the Everglades. Conclude your evening with a stop at the educational gift shop to support this outstanding institution dedicated to enriching the lives of the area's children.
    www.miamichildrensmuseum.org




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