In the Board of Trustee’s role of providing oversight to Foundation grantmaking, it is helpful for trustees to be versant on best practices.  Below are some opportunities to gain content knowledge and technical expertise in the world of philanthropy and our strategic funding areas.  The information below is sorted by category with multiple types of resources (webinars, articles, conferences) within each category.  This list is not exhaustive, and many other resources exist.  We encourage you to seek out topics of interest to you and ask Foundation staff for help in finding additional resources.

Events:  Trustees are encouraged to support grantees through attendance at performances and events of personal interest.  Unless the Trustee is attending in an official Board capacity to conduct due diligence or evaluation of the grantee on behalf of the Foundation, neither the Foundation nor the individual Trustee can accept complimentary tickets.

Site Visits:  Please contact Foundation staff if you would like to participate in a site visit, and we will make every effort to take your availability into consideration when scheduling the site visit.

General Information on Foundations and the Philanthropic Field



2018 National Conference by Exponent Philanthropy
Cost: $1395 (through June 15)
Philadelphia Marriott Downtown, 1201 Market St, Philadelphia, PA
September 28-30, 2018

National Center for Family Philanthropy's 20th Anniversary Symposium: Imagining the Future of Family Philanthropy
Cost: $795 (through June 8); $895 (after June 8)
Hotel Nikko, 222 Mason St, San Francisco, CA 94102
September 13-14, 2018


Strategic focus for family foundations
Date: Recorded
Host: National Center for Family Philanthropy

Demystifing Decision-making for Family Foundation Boards with Ann Shulman
Date: Recorded
Host: National Center for Family Philanthropy

Toeing the line: Addressing common legal pitfalls in family foundation governance
Focus: Compliance
Date: Recorded
Host: National Center for Family Philanthropy

Family Well-Being

Events and Site Visits

Contact Julia Lipton to schedule a site visit with the grantees below.

  • Children’s National Medical Center
  • Flamboyan Foundation
  • Mary’s Center – Events


Confronting Discrimination, Oppression, and Inequality
Presented on October 25, 2017 by Julia Lipton


Healing the Long-Term Affects Adverse Childhood Experiences (ACEs)
Focus: Family Well-Being, Early Childhood Mental Health
Date: Recorded
Host: Children's National Hospital Grand Rounds
Notes: This webinar explains the effects between Adverse Childhood Experiences (ACEs) and early childhood physical and mental health. While the whole webinar in valuable the key moments are highlighted below:

  • 6:30-11:20 - Good description of ACEs
  • 11:20-15:30 - Early Childhood Health and Mental Health impacts of ACEs
  • 15:30-25:00 - Mechanism for ACE impact
  • 37:50-43:00 - Case Study