Education

Stanford PACS Education for Philanthropy Professionals

As a philanthropic professional in a leading role within a family foundation or family office, you are in a unique position to guide your principal and execute on their vision for changing the world. In order to be successful, you must understand the principles and practices of effective philanthropy; navigate the principal’s ideas, budget, and priorities; be familiar with trends and best-practices in the field; and continue your own career growth through professional development and networking opportunities.

 

 

 

Application window for the Stanford PACS Education for Philanthropy Professionals program now closed. Please check back for updates on future programs.

 

FORMAT

Virtual | Part-time | 6 half-day sessions over three weeks
Capacity capped at 24 participants*

DATES/TIMES

Day 1 & 2 Oct 8-9,  9:00am-2:00pm
Day 3 & 4 Oct 15-16,  9:00am-2:00pm
Day 5 & 6 Oct 22-23,  9:00am-2:00pm (Pacific Time/West Coast USA)

 

APPLICATION REQUIREMENTS

Prospective participants will be asked to complete a form application, respond to open-ended questions, and confirm their availability and commitment to the program.

 

 

 

PROGRAM FEES

$4000

Includes Tuition and Materials

 

APPLICATION DEADLINE

10 Sept 2020

 

FOR MORE INFORMATION 

Questions? Contact:
contact-epli@stanford.edu
Tel: 650 498 7646

 

 
 

The Effective Philanthropy Learning Initiative (EPLI) at the Stanford Center on Philanthropy and Civil Society (PACS) has developed a virtual, executive-style learning program delivered through six half-day sessions over three weeks. Cohort sizes will be limited to ensure in-depth, hands-on learning and opportunities to network with peers. The program will be taught by experienced EPLI faculty and staff and will include discussions with several guest speakers and Stanford professors on a variety of specialized topics. 

 

Download the Brochure

 
 

WHAT THE COURSE WILL COVER

The program will include a review of the foundational principles and practices of effective philanthropy, as well as discussions of methods for applying them to your own practice. In particular, it will address:

  • How to help align principles values and focus areas
  • Differences among giving vehicles
  • Understanding social problems, their causes, and strategies for solutions
  • How nonprofits solve problems and how to develop your own theory of change
  • How to monitor and evaluate nonprofit progress
  • How to find, vet, and conduct due diligence on organizations
  • Best practices for structuring gifts to organizations
  • How to develop relationships with grantee
  • How to collaborate and fund with others in the sector
  • Contemporary trends in philanthropy

 

The program will also cover a number of additional topics such as:

  • Strategies for engaging family members and managing family dynamics
  • Value-aligned and impact investing
  • The relationship between philanthropy and democracy
  • Approaches to social justice and diversity, equity, and inclusion (DEI) work in the philanthropic sector

 

 

WHO SHOULD ATTEND 

 

 

  • Senior executives at small-to-mid-sized family foundations or individuals managing charitable giving within a family office
  • Philanthropy advisors or consultants who have taken on central roles supporting one or more individual philanthropist
  • Family members playing a substantial role in directing their family’s philanthropy through a charitable vehicle such as a foundation or donor advised fund 

 
 

ADDITIONAL SPEAKERS

Guests representing organizations in the field of philanthropy will be featured to speak on other select issues and themes.
  • Antony Bugg-Levine

    Antony  Bugg-Levine

    CEO, Nonprofit Finance Fund

    Antony oversees more than $352 million of investment capital and a national consulting practice, and works with a range of philanthropic, private sector, and government partners to develop and implement innovative approaches to financing social change. A frequent speaker and commentator on the evolution of the social sector and global impact investing, he is the co-author of Impact Investing: Transforming How We Make Money While Making a Difference (Wiley, 2011).

    Prior to joining NFF in 2011, Antony designed and led the Rockefeller Foundation’s Impact Investing initiative and oversaw its Program Related Investments portfolio. He is the founding board chair of the Global Impact Investing Network and convened the 2007 meeting that coined the phrase “impact investing.” Previously, he was the country director for Kenya and Uganda for TechnoServe, an NGO that develops and implements business solutions to rural poverty. As a consultant with McKinsey, he advised Fortune 100 financial services and healthcare clients and helped develop frameworks for incorporating social dynamics into corporate strategy. He earlier served as the acting Communications Director of the South African Human Rights Commission and speechwriter for the African National Congress.

    Antony holds a BA from Yale and a Master of Public Affairs in economic development from Princeton and has been an adjunct professor at Columbia Business School. He is a Young Global Leader of the World Economic Forum and was named by Nonprofit Times in 2018 as one of the most powerful and influential people in the US nonprofit sector.

  • Maria De La Cruz

    Maria De La Cruz

    Executive Director, Headwaters Foundation for Justice

    Maria De La Cruz (she/her/hers) is the Executive Director at Headwaters Foundation for Justice. She leads the Foundation’s grantmaking, leadership development, capacity building, and development strategies. She earned her Bachelor’s degree at Metropolitan State University, and her Master’s degree and Juris Doctorate at Hamline University. Maria is a board member at Astraea Lesbian Foundation for Justice and is the co-chair of the Giving Project Network.

  • Joanne Florino

    Joanne Florino

    Vice President for Philanthropic Services, The Philanthropy Roundtable

    Joanne Florino has worked in the philanthropic sector for over 35 years and is currently the vice president for philanthropic services at The Philanthropy Roundtable. In that capacity she has written a number of articles on charitable giving and foundation practices and has recently authored an updated and enhanced guidebook on protecting donor intent published in spring 2020. She also consults with members and others on a variety of issues around foundation management and governance, including donor intent, foundation lifespan, philanthropic vehicles, family philanthropy, developing mission statements, and choosing board and staff members. In addition to her work with the Roundtable, Ms. Florino serves as a consultant for the Atlantic Philanthropies Archives at Cornell University, a 2,000+ cubic foot collection of paper and digital records created by the largest limited life foundation to complete its grantmaking to date.  Previously, she was senior vice president for public policy at The Philanthropy Roundtable, executive director of the Triad and Park Foundations in Ithaca, and a program associate at Atlantic Philanthropies. Ms. Florino has served on a number of nonprofit boards and is currently a trustee of the Legacy Foundation of Ithaca and the New York Council of Nonprofits. Ms. Florino earned a bachelor’s degree in history from Georgetown University and a master’s degree in American history from Cornell University. She has resided in Ithaca, New York since 1972.

  • Iimay Ho

    Iimay Ho

    Executive Director, Resource Generation

    Iimay Ho (they/them) lives in Washington, DC and is the Executive Director of Resource Generation, a multiracial community of young people age 18-35 with access to class privilege and wealth committed to the equitable distribution of wealth, land, and power. Raised by wealthy Chinese immigrant parents from Taiwan, Iimay is dedicated to dismantling the model minority myth and organizing young wealthy people for racial and economic justice. Iimay has been organizing at the intersection of LGBTQ, racial justice, and youth movements for over 10 years, starting with their first political home at Southerners on New Ground. Iimay is also the Co-Chair of the board of the Astraea Lesbian Foundation for Justice. 

  • Pia Infante

    Pia Infante

    Co-Executive Director, The Whitman Institute

    Pia Infante is the Co-Executive Director of The Whitman Institute.  She believes we have the collective imagination and power to redesign philanthropy to center the people we serve. Philippine-born, California-grown, and queer, oldest daughter in an immigrant family, Pia navigates difference to broker connection. Pia brings her chops as a former high school teacher, organizational development consultant, and nonprofit manager to her work. Pia is a nationally recognized advocate for trust-based philanthropy.  She chairs the Trust-Based Philanthropy Project steering committee and serves on the board of MediaJustice.org. Pia is visiting faculty at the University of Vermont’s Rubenstein School of Environment, and speaks and teaches in many settings. She holds a M.A. in Education from the New School for Social Research, and a B.A. in Rhetoric from The University of California at Berkeley. Pia is a proud long time resident of Oakland, CA where she live with her partner and toddler daughter.

  • Larry Kramer

    Larry Kramer

    President, William and Flora Hewlett Foundation

    Larry Kramer has been President of the William and Flora Hewlett Foundation since 2012. Under his leadership, the foundation has maintained its commitment to areas of enduring concern, while adapting its approaches and strategies to meet changing circumstances and seize new opportunities. He has, at the same time, been instrumental in launching new efforts to respond to pressing and timely problems, such as challenges related to political polarization and cybersecurity.

    Since joining the Hewlett Foundation, he has written and spoken about issues related to effective philanthropy, including the importance of collaboration among funders and the need to provide grantees with long-term support. He frequently lectures and writes about broad societal issues, from global climate change to the challenge of maintaining democratic government in the 21st century.

    Before joining the foundation, Larry served from 2004 to 2012 as Richard E. Lang Professor of Law and Dean of Stanford Law School. During his tenure, he spearheaded significant educational reforms, pioneering a new model of multidisciplinary legal studies while enlarging the clinical education program and incorporating a public service ethos. His teaching and scholarly interests include American legal history, constitutional law, federalism, separation of powers, the federal courts, conflict of laws, and civil procedure.

    At the start of his career, Larry served as law clerk to U.S. Court of Appeals Judge Henry J. Friendly of the Second Circuit and U.S. Supreme Court Justice William J. Brennan Jr. Following his clerkships, Larry served as professor of law at the University of Chicago and University of Michigan law schools. He joined the faculty of New York University School of Law in 1994, where he served as Associate Dean for Research and Academics and Russell D. Niles Professor of Law until leaving for Stanford in 2004. Before joining Stanford, he also served as a special consultant for Mayer Brown, LLP.

    Larry is a fellow of the American Academy of Arts and Sciences and a member of the American Philosophical Society and the American Law Institute. He serves as a director on the boards of a number of nonprofit organizations, including the National Constitution Center, Independent Sector, and the ClimateWorks Foundation.

    Larry received an A.B. in Psychology and Religious Studies from Brown University, graduating magna cum laude in 1980, and a J.D. from the University of Chicago Law School, magna cum laude, in 1984. He is the author of numerous articles and books, including “The People Themselves: Popular Constitutionalism and Judicial Review.”

  • Kathy Kwan

    Kathy Kwan

    Philanthropist, Eustace-Kwan Family Foundation; PACS Board Advisory  Member

    Kathy Kwan is currently Advisory Board Member at Stanford PACS.  She is a local philanthropist who directs the charitable giving for the Eustace-Kwan Family Foundation. Since the foundation’s establishment in 2005, she has funded a broad range of SF Bay Area organizations and programs in the education, job training, and safety net sectors. Local non-profit partners include St. Francis Center, JobTrain and the Center for Excellence in Non-Profits. She also partners with three local school districts and support leadership/career development programs at Stanford, UC Berkeley, and SF State. More recently, she has become interested in building capacity in both the non-profit and philanthropic sectors. She retired from Kaiser Permanente in 2004, where she  held a variety of project management, consulting and finance roles.

  • Carol S. Larson

    Carol S. Larson

    Trustee Emerita and Former President and CEO, David and Lucile Packard Foundation

    Carol S. Larson served as President and CEO of the David and Lucile Packard Foundation from 2004 through 2019.  In that position, she was responsible for the overall management of the Foundation and its grantmaking activities. During her tenure, the Foundation awarded grants of approximately $300 million annually both domestically and internationally in the program areas of Conservation and Science; Population and Reproductive Health;  Children, Families, and Communities; and Local Grantmaking. 

    Ms. Larson joined the Foundation in 1989 as one of the program and research leads for the Foundation’s Center for the Future of Children.  She was promoted to Director of Programs in 1995 and made a Vice President in 1999. 

    Prior to joining the Foundation, Ms. Larson was a partner in a Los Angeles, California law firm specializing in civil litigation. She also worked in the nonprofit sector on behalf of persons with developmental disabilities.

    Ms. Larson is currently a visiting scholar at Stanford University’s Center on Longevity and she serves on the board of the Sobrato Family Foundation. Previously, she was a board member of the Council on Foundations where she served as board chair from 2010 to 2012. She is also a prior board member of Northern California Grantmakers, the American Leadership Forum — Silicon Valley, and Grantmakers for Children, Youth and Families.

    Carol received her undergraduate degree from Stanford University and her law degree from Yale Law School. Upon graduation, she served as a law clerk to the Honorable Warren J. Ferguson, United States District Court, Central District of California.

    Carol is the mother of two grown daughters.

  • Nora Leccese

    Nora Leccese

    High Net Wealth and Family Philanthropy Coordinator, Resource Generation

    Nora Leccese is the High Net Wealth and Family Philanthropy Coordinator for Resource Generation, where she organizes young people with access to wealth and class privilege for the equitable redistribution of land, wealth and power. She is committed to transforming institutions to align with social movements. Prior to this role, she served the Presbyterian Church (U.S.A.) as their domestic policy representative and advocated for a justice agenda on Capitol Hill. She was born in Washington D.C., raised in the Colorado mountains and is based in Milwaukee, WI for the 2020 electoral cycle.

  • Ben Mangan

    Ben Mangan

    Managing  Director, Arabella Advisors

    Ben Mangan is a managing director in Arabella Advisor’s San Francisco office, where he leads the West Coast practice in helping families and individuals deepen their impact through their philanthropy and impact investing.

    Ben previously served as the executive director of the Center for Social Sector Leadership at the Haas School of Business at UC Berkeley, where he remains a member of the teaching faculty. At BerkeleyHaas, Ben founded and co-led The Social Impact Collective, which provided insight and community for family philanthropy and impact investing. He also co-led UC Berkeley’s Global Social Venture Competition.

    Ben is a nationally recognized leader in economic mobility and financial security. He was co-founder and CEO of SaverLife (formerly EARN), which is on track to help one million workers in all 50 US states by 2022 to save and invest in their futures. While at EARN, he partnered with governments, funders, and community groups to create groundbreaking initiatives to help families and individuals save for college and access to financial services. He was appointed by Fed Chair Janet Yellen to the Federal Reserve Board Community Advisory Council and remains a Senior Fellow at the Aspen Institute Financial Security Program.

    Ben has written for the Stanford Social Innovation Review blog, TED Ideas, and the Huffington Post. His work has been recognized through the James Irvine Foundation Leadership Award and Fast Company’s Social Capitalist of the Year Award.

    Ben serves as an advisor to the DEI-focused startup Kanarys and to NPX Advisors, which is pioneering new approaches to philanthropy and impact investing. He is also a trustee at the San Francisco School. Ben holds an MPP from the Harvard Kennedy School and a BA from Vassar College.

     
  • Sam Mar

    Sam Mar

    Vice President, Office of the Co-Chairs, Arnold Ventures

    Sam is Vice President, Office of the Co-Chairs. He develops and executes advocacy strategies that support Arnold Ventures’ policy goals.

    Before the formation of Arnold Ventures, Sam was the CEO of Action Now Initiative, a political advocacy organization founded by Laura and John Arnold. Prior to entering the field of philanthropy, he was a senior associate at Polus Capital, a technology investment firm, where he helped manage investment deals, conducted research and analysis, and oversaw business development. He has also held various positions globally in banking, private equity, and product innovation.

    Sam holds a master’s of business administration from IE Business School and a bachelor’s in marketing from the University of Texas.

  • Judi Powell

    Judi Powell

    Vice President of Program and Strategic Initiatives, Pacific Foundation Services (PFS)

    Judi Powell is Vice President of Program and Strategic Initiatives at Pacific Foundation Services (PFS), a foundation management services firm. She oversees programmatic services for all family foundation clients, serves as senior program staff for select foundations, and leads professional and leadership development for PFS staff.

    Judi brings extensive experience in grantmaking, leadership, research, evaluation, and strategy to her work in the philanthropic sector. Prior to joining PFS in 2016, she provided consultation for philanthropic clients in grantmaking strategy and program design, initiative facilitation, grant review and research through her firm, Seven Hills Philanthropy. She also held leadership positions at Peninsula Community Foundation, Northern California Grantmakers, and Blueprint Research & Design. Judi has participated in national and local forums with the Council on Foundations, Exponent Philanthropy, D5 Coalition, and Magnify Community, speaking on topics related to leadership and diversity, equity, and inclusion in philanthropy.

    Judi holds a BA in Economic & Political Science from Yale University and a PhD from the Stanford Graduate School of Education.

  • Policies and Procedures (FAQ)

    Application and Eligibility: 

    We will review applications on a rolling basis rather than based on the deadline.  Unless candidates do not meet minimum requirements, acceptances will be issued on a first-come-first-served basis until we reach capacity. Note: acceptance is not guaranteed, and where possible, priority will be given to professionals who best meet the program’s criteria.  

    Be sure to observe time zone differences when considering your availability.  

     

    Acceptance and Registration: 

    Acceptance does not automatically register you for the program. Selected candidates will be required to complete course registration while given instructions for paying program fees.  

    *    NOTE: A previous version of our program materials stated a participant cap at 20 instead of the originally intended number of 24. Also please know, it is possible for the final cohort to fall below that cap. We apologize for any inconvenience this may have caused. 

     

    Program Fees 

    Your philanthropy education program fee includes tuition, course materials, and access to additional tools and resources. 

    Fees are subject to change, as are programs, dates, and faculty. 

     

    Payment Procedure 

    Upon admission, payment details including an invoice and online payment link will be sent by email. Full payment of the invoice confirms your enrollment. Payment is accepted by bank wire transfer, or credit card (American Express, MasterCard, Visa, and Discover). 

    NOTE: Please observe any payment deadlines, as your reservation is not secure until payment is processed. Past the deadline, we may pass available slots onto waitlisted candidates.  

     

     

    Certificate of completion: 

    At the end of the program, participants will receive a certificate of completion. The program does not offer an accredited degree from Stanford University, and at this time, does not qualify for continuing education credits. 

     

    Cancellation Policy 

    We anticipate circumstances and availability issues arise unexpectedly for our participating professionals.   

    If you wish to cancel and receive a full refund, you must submit your request in writing at least 20 days prior to the program start date. If you submit your request within 19 days of the program start date, you are not eligible to receive a refund. Cancellation requests are valid only upon Stanford PACS confirming receipt of your request. 

     

     

    Should you have any further questions, please email contact-epli@stanford.edu