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.
Virtual | Part-time | 6 half-day sessions over three weeks
Capacity capped at 24 participants
Fall Program 2021:
Day 1 & 2 Oct 14-15, 9:00am-2:00pm
Day 3 & 4 Oct 21-22, 9:00am-2:00pm
Day 5 & 6 Oct 28-29, 9:00am-2:00pm (Pacific Time/West Coast USA)
Certificate of Completion
Prospective participants will be asked to complete a form application, respond to open-ended questions, and confirm their availability and commitment to the program.
Includes Tuition and Materials
(EXTENDED) APPLICATION DEADLINE
September 17, 2021 September 24, 2021
FOR MORE INFORMATION
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.
October 2021 Program Summary now available
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 principal’s values and focus areas
- 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
- Best practices for structuring gifts to organizations
- How to develop relationships with grantees
The program will also cover a number of additional topics such as:
- A historical look at philanthropy from a traditional lens and through a look at African American philanthropy in America
- Contemporary trends in philanthropy
- Principles, policies, and practices of family foundation governance (delivered in partnership with the National Center for Family Philanthropy)
- Socially-motivated investing
- The relationship between philanthropy and democracy
- Participatory philanthropy
- Approaches to social justice work in the nonprofit sector
- How to engage in advocacy work from a grassroots perspective
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
PACS INSTRUCTORS AND STAFF
Director of Philanthropy Research and Education, Effective Philanthropy Learning Initiative
Guests representing organizations in the field of philanthropy will be featured to speak on other select issues and themes.
Managing Director, Co-Head Community Impact, Lafayette Square
Antony Bugg-Levine is a Managing Director and Co-Head of Community Impact at Lafayette Square, with a focus on developing partnerships and impactful services that drive change for communities served by the firm. Antony is a pioneer within the modern impact investing movement, with over 25 years of industry experience.
Antony designed and led The Rockefeller Foundation’s impact investing initiative and oversaw its Program Related Investments portfolio from 2007-2011. He convened the 2007 meeting that coined the phrase “impact investing” and in 2009, co-founded the Global Impact Investing Network. He also co-authored “Impact Investing: Transforming How We Make Money While Making a Difference,” the first book on impact investing, in 2011. Antony has spent the past 10 years as CEO of the Nonprofit Finance Fund (NFF), one of the largest Community Development Financial Institutions in the United States.
Antony holds a Bachelor of Arts degree from Yale, a Master of Public Affairs from Princeton’s School of Public and International Affairs and has served as an adjunct professor at Columbia Business School. He was selected as a Young Global Leader of the World Economic Forum and named one of the 50 most powerful and influential people in the US nonprofit sector by Nonprofit Times in 2018-2020. He currently serves on the Boards of the Global Impact Investing Network and Community Connections for Youth.
Director of Programs, The Libra Foundation
Angie Chen (she/her) brings deep experience in the nonprofit and philanthropic sectors to her work at The Libra Foundation. In her role, she collaborates with Libra’s program team to design and implement grantmaking strategies that strengthen movement ecosystems, organize within philanthropy to shift resources to frontline communities, and support grantee partners to build community power. Angie also partners with grantees to advance Environmental and Climate Justice and helps guide Libra’s communications and community programs. Prior to Libra, Angie was founding Executive Director of the Blue Sky Funders Forum, a national funder collaborative focused on expanding equitable access to opportunities to learn, play, and grow outdoors. She has served as an advisor to the Pisces Foundation and previously held grantmaking roles at the S. D. Bechtel, Jr. Foundation, Pacific Forest & Watershed Lands Stewardship Council, and the David and Lucile Packard Foundation. Angie holds a degree in Environmental Science and Public Policy from Harvard University, and a Master’s in Public Policy from UC Berkeley.
Managing Director of Impact Investments, The Sobrato Organization
Victoria Fram is Managing Director at Sobrato Capital, where she leads impact investment activities. Prior to joining Sobrato, Victoria spent nearly 10 years as the co-founder of Village Capital & VilCap Investments, where she managed an early-stage venture fund and invested in over 100 companies with positive social and environmental impact. Previously, Victoria was on the Bill & Melinda Gates Foundation’s Strategic Investment Fund team, and at Metropolitan Real Estate, a global private equity real estate fund-of-funds. Victoria started her career with a fellowship in international development and conflict resolution with Insight Collaborative, during which she lived in China, the Netherlands, and East Africa.
Victoria received a Bachelor of Arts in International Relations with a minor in Mandarin from Stanford University, and a Master of Business Administration from the Stanford Graduate School of Business. She serves as a Board Member of the Children’s Council of San Francisco.
Associate Professor of Philanthropic Studies, Indiana University Lilly Family School of Philanthropy
Tyrone McKinley Freeman is an award-winning scholar and teacher who serves as Associate Professor of Philanthropic Studies and Director of Undergraduate Programs at the Indiana University Lilly Family School of Philanthropy. Previously, he was a professional fundraiser for social services, community development, and higher education organizations. He was also Associate Director of The Fund Raising School where he trained nonprofit leaders in the United States, Africa, Asia, and Europe. His research focuses on the history of African American philanthropy, philanthropy in communities of color, the history of American philanthropy, and philanthropy and fundraising in higher education. His latest book is entitled, Madam C.J. Walker’s Gospel of Giving: Black Women’s Philanthropy during Jim Crow, (University of Illinois Press, 2020). It examines African American women’s history of charitable giving, activism, education, and social service provision through the life and example of Madam C.J. Walker, the early twentieth century black philanthropist and entrepreneur. The book received the 2021 Association of Fundraising Professionals’ Skystone Partners Prize for Best Research on Fundraising and Philanthropy. His work has appeared or been cited in The New York Times, O: The Oprah Magazine, USA Today, TIME, Harvard Business Review, Stanford Social Innovation Review, NewsOne, Blavity, The Conversation, Black Perspectives, Philanthropy Women, Chronicle of Philanthropy, and Advancing Philanthropy. He is co-author of Race, Gender and Leadership in Nonprofit Organizations (2011 Palgrave MacMillan). A proud HBCU grad, Tyrone earned a B.A. in English/Liberal Arts from Lincoln University (PA), a M.S. in Adult Education from Indiana University, a Master’s in Urban and Regional Planning from Ball State University, and a Ph.D. in Philanthropic Studies from Indiana University. (Twitter: @mckinleytyrone; website: www.gospelofgiving.com).
President & CEO of the Robert Sterling Clark Foundation
Prior to joining the foundation in 2016, Phil served as the Chief Operating Officer at The Century Foundation, a public policy think tank, and before that at the Brooklyn Community Foundation, where he helped the organization convert from a private foundation to a public charity. For four years he led the philanthropic practice at Changing Our World, a nonprofit consultancy and prior to that he worked with the Annie E. Casey Foundation on two of its leadership development initiatives. Phil served as the Executive Director of the Coro New York Leadership Center, a nonprofit that trains and develops individuals interested in public affairs for four years. He was introduced to Coro as a participant in its Leadership New York program, which prompted him to jump to the nonprofit sector from Wall Street. He started his career at Merrill Lynch and finished it rating junk bonds at Moody’s Investors Service. Phil is co-chair of the Leadership Funders Group and a member of the Steering Committee of the Trust-Based Philanthropy Project. He currently serves on the boards of Grantmakers for Effective Organizations, United Philanthropy Forum along with two family foundations, and is a past chair of Philanthropy New York, the regional association of grantmakers in New York City. A graduate of the University of Pennsylvania, Phil has a BA in Economics and Biology and an MBA from The Wharton School in Finance and Strategic Planning.
Senior Advisor, National Center for Family Philanthropy; Board Chair, Cynthia and George Mitchell Foundation
Katherine Lorenz is a senior advisor at the National Center for Family Philanthropy (NCFP) where she leads the strategy around NCFP’s partnerships with other philanthropy-serving organizations in an effort to build meaningful sector collaboration. She leverages her deep content expertise to assist with special consultancies and NCFP programming.
Previously, Katherine spent nearly a decade leading the Cynthia and George Mitchell Foundation, her family’s philanthropy focusing on environmental sustainability in Texas. In 2020, she transitioned to the role of Board Chair at the Mitchell Foundation. Previously, she served as Deputy Director for the Institute for Philanthropy, whose mission is to increase effective philanthropy in the United Kingdom and internationally. Prior to that, Katherine lived in Oaxaca, Mexico for nearly six years where she co-founded Puente a la Salud Comunitaria, a non-profit organization working to advance food sovereignty in rural Oaxaca.
President and CEO, National Center for Family Philanthropy
Nick Tedesco is the President and Chief Executive Officer of the National Center for Family Philanthropy (NCFP). NCFP serves as a hub of learning, connection, and collaboration designed to resource and activate a community of families to be intentional philanthropic stewards.
Prior to joining NCFP, Nick served as a Senior Advisor in the J.P. Morgan Philanthropy Centre where he helped clients meet their philanthropic objectives through innovative advice, thought leadership, and opportunities for learning and collaboration.
Previously, Nick served as a Relationship Manager at the Bill & Melinda Gates Foundation, where he helped launch the Giving Pledge—an effort led by Bill and Melinda Gates and Warren Buffett to encourage the world’s wealthiest individuals to commit the majority of their wealth to philanthropy.
Director of Learning Initiatives, Thousand Currents
A native of Peru, Katherine has journeyed through years of learnings, strategic shifts, experimentation, and relationship-building in global philanthropy since 2006. She has spent the majority of her career at Thousand Currents, starting as an intern (when we were formerly known as IDEX) and working her way through several iterations of program positions and directorships, all with a focus on channeling funds to grassroots organizations and social movements in the Global South. In her recent role as Director of Grassroots Partnerships, Katherine supported the Regional Directors and Grants Manager to model long-term engagement and commitment to not just individual organizations, but whole ecosystems of grassroots actors working towards collective self-determination and social transformation. She has been invited to spend significant time with indigenous organizations and social movements in Latin America, including with our partners AFEDES, an indigenous women-led organization in Guatemala and the Movement of People Affected by Dams in Brazil.
As a writer, Katherine’s work champions Indigenous cosmovision and activism, and highlights how Indigenous women’s leadership and resilience is at the heart of dignified livelihoods and sustainable ecosystems. She has a Master’s in International Relations from San Francisco State University and a Bachelor’s in Hospitality Management from Florida International University. Always curious to learn more about the world, you can often find Katherine planning her next travel adventure.
PARTNERSHIP WITH NATIONAL CENTER FOR FAMILY PHILANTHROPY
In August 2021, Stanford PACS’ Effective Philanthropy Learning Initiative and the National Center for Family Philanthropy (NCFP) launched a strategic, valued-aligned partnership to support the Education for Philanthropy Professionals (EPP) program. Through this partnership, NCFP leadership will contribute to teaching in the EPP program and EPP alumni will be invited to join the NCFP community for one year at no-cost to access continued education, networking opportunities, and more. Read more about the partnership here.
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.
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.
If your background is highly relevant but the cost of participation poses a significant barrier, we would like to hear from you.
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.
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 firstname.lastname@example.org