Education

Stanford PACS Education for Philanthropy Professionals

NEW PROGRAM DATES:

We are pleased to announce dates for the next Education for Philanthropy Professionals programs: 

Spring Program:  April 15-30, 2021
Fall Program:  October 14-29, 2021*

 

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.

 

 

 

Applications for the 2021 Spring Program now closed. Please check back later for details on our Fall program. 

 

 

 

FORMAT

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

 

DATES/TIMES

Spring Program 2021 (apply now):

Day 1 & 2 Apr 15-16,  9:00am-2:00pm
Day 3 & 4 Apr 22-23,  9:00am-2:00pm
Day 5 & 6 Apr 29-30,  9:00am-2:00pm (Pacific Time/West Coast USA)
View latest agenda here

Fall Program 2021* (application window TBA):

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)

 

*Reflects new dates, previously listed as Oct 7-22

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

$4500

Includes Tuition and Materials

 

APPLICATION DEADLINE

March 26, 2021 (Extended Deadline-Spring Program)

 

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 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. 

 

View latest 2021 Spring Program agenda here
  • 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.

  • Tyrone Freeman

    Assistant Professor of Philanthropic Studies; Director of Undergraduate Programs

    Tyrone McKinley Freeman is an award-winning scholar and teacher who serves as assistant 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 book, Madam C.J. Walker’s Gospel of Giving: Black Women’s Philanthropy during Jim Crow (University of Illinois Press, 2020) 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. His work has appeared or been cited in O: The Oprah Magazine, TIME, BBC News, Newsweek, NewsOne, Blavity, The Conversation, Black Perspectives, Chronicle of Philanthropy, and the Stanford Social Innovation Review. 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.

  • 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 2021. 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.

  • 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.”

  • 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

    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 2021electoral cycle.

  • Philip Li

    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 jumpto 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.

  • Angie Chen

    Senior Program Officer and Community Engagement Director

    Angie (she/her) brings deep experience in the nonprofit and philanthropic sectors to her work at The Libra Foundation, with particular strengths in nurturing community and building coalitions. In her role, she leads Environmental and Climate Justice grantmaking and community engagement. As founding Executive Director of the Blue Sky Funders Forum, Angie created and oversaw all aspects of a national funder collaborative focused on expanding equitable access to opportunities to learn, play, and grow outdoors.Prior to Blue Sky, Angie served as an advisor to the Pisces Foundation during its formation and as Program Officer at the S. D. Bechtel, Jr. Foundation, where she supported capacity building efforts during its spend down. Angie has also designed and managed strategic initiatives at the Pacific Forest & Watershed Lands Stewardship Council and the David and Lucile Packard Foundation. And she previously consulted and worked at nonprofit and government organizations that provide safety net services. Angie holds a degree in Environmental Science and Public Policy from Harvard University, and a Master’s in Public Policy from UC Berkeley. She teaches with Northern California Grantmakers’ New Grantmakers Institute and has served on the board of Emerging Practitioners in Philanthropy. Raised in the Bay Area, she and her partner live in San Francisco.

  • 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.  

     

    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