Family Philanthropy Symposium: Keynotes

 


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Keynotes

Thursday, September 15, 9:15 a.m.

Lcrutchfield

Leslie R. Crutchfield, Senior Advisor, FSG and co-author of "Do More Than Give: The Six Practices of Donors Who Change the World"

Do More than Give: How Family Foundations and Donors Maximize Philanthropic Impact

Today's leading donors expect the highest possible social return on their philanthropic gifts and investments. These high-impact givers go beyond traditional charitable acts such as check-writing and board service to work across sectors and leverage greater change. They may fund and engage in policy advocacy as well as support direct service. They may align their businesses' financial goals with social and environmental solutions, rather than separate their charitable goals from their business interests. They may fund and participate in cross-sector collaborations to advance larger causes.

Find out how high-impact funders accomplish more than other donors with similar means "“ and what you (no matter your size) can do to apply these lessons "“ in this interactive session with Leslie Crutchfield, co-author of Do More than Give: The Six Practices of Donors Who Change the World. The presentation content is based on the research for this new book on catalytic philanthropy by Crutchfield and FSG managing directors John Kania and Mark Kramer.

Leslie Crutchfield is an internationally-renown author, speaker, and leading authority on scaling social innovation and high-impact philanthropy. She co-authored the critically-acclaimed book, Forces for Good: The Six Practices of High-Impact Nonprofits (Wiley 2008), recognized by The Economist on its Best Books of Year list. Leslie serves as a senior advisor with FSG Social Impact Advisors, a nonprofit strategy firm cofounded in 1999 as Foundation Strategy Group by Mark Kramer and Michael Porter. Leslie and FSG managing directors John Kania and Mark Kramer are co-authors of a new book on catalytic philanthropy, Do More Than Give, which showcases high-impact funders who change the world (forthcoming by Wiley, March 28, 2011).

For the past decade Leslie has guided a range of nonprofit and philanthropic organizations across North America as an independent advisor. Leslie is a recent managing director of Ashoka and former director of Ashoka's USA and Canada fellowship program. In the 1990s, Leslie cofounded and ran a nonprofit social enterprise. Leslie is a frequently invited to lecture at domestic and international events, and to conduct workshops and private training sessions for nonprofit and philanthropic leaders. She is an active media contributor whose work has been featured in The Washington Post, Newsweek, Fast Company, The Chronicle of Philanthropy, Stanford Social Innovation Review, and she has appeared on programs such as ABC News Now, NPR and PBS. Leslie serves on the boards of SEED Foundation and Kiva, and she was a Crossroads volunteer in Africa. She holds an MBA and a BA from Harvard University, and resides in the Washington, D.C., area with her family.

Morning Panelists:

Used_on_mag_cover_fall_07_smallJames R. Frey, Frey Foundation of Minnesota
James Frey has been President & CEO of Frey Foundation since 2003. He received his BA from Saint John's University and his JD from William Mitchell College of Law. He served in a variety of human resource positions with several corporations and then practiced with the Minneapolis law firm of Leonard, Street & Deinart.  For the past eight years, Jim has headed the Frey Foundation of Minnesota.  Jim serves as Vice-Chair of Heading Home Minnesota. He also served as board chair of Saint John's University, and as a board member of Minnesota Council on Foundations.

Nancy_130_smallNancy Randall Dana, Grotto Foundation
Nancy Randall Dana continues a legacy begun by her father, the honorable William B. Randall, Former Ramsey County Attorney. He served on the Grotto Foundation Board from 1980 to 2001. During that time, he served as Board President for six years.   Ms. Randall Dana was elected to the Grotto Foundation Board in 2002 and has worked to continue the foundation's history of serving its communities. She is in her third year serving as chair of the foundation's education committee and has been instrumental in developing its focus on early childhood development and education.

Julie_smallJulie Zelle, Marbrook Foundation
Julie Zelle is Board Chair of the Marbrook Foundation in Minneapolis. She also serves on the boards of the Greater Twin Cities United Way, Xelias Aerial Arts School and Project Success. She is a graduate of Yale Divinity School and spent 11 years as chaplain in the Hospice and Home Care Program for Children's Hospital.

Jacki-zehner2

Thursday, September 15, 2:30 p.m.

Jacki Zehner, President of the Jacquelyn and Gregory Zehner Foundation, Co-chair, Women Moving Millions, and former Partner - Goldman Sachs

My Philanthropy Path to Impact: One Woman's Story

In an upbeat and inspirational presentation, Ms. Zehner will share her strategy for using time, talent and treasure to effect real and lasting change. She'll share what she's learned about paving New Paths to Impact through her experience creating a donor "movement" with Women Moving Millions.

An impassioned philanthropic visionary committed to the social and economic empowerment of women, Jacki serves as Co-Chair of Women Moving Millions, is a former Vice-Chair and current board member of The Women's Funding Network, and is President of the Jacquelyn and Gregory Zehner Foundation. She is a former board member of The Breast Cancer Research FoundationThe National Council for Research on Women and The Center for Work Life Policy. In addition she advises many other for-profit and nonprofit organizations working to advance gender equality. She is a frequent media commentator, consultant and speaker on women's success in the workplace, women and wealth, investing, financial current events and high-impact philanthropy.

Ms. Zehner was in 1996 the first female trader to be invited into the partnership of Goldman Sachs. Most of her career at Goldman was in mortgage-backed trading, followed by two years in the Executive Office working in human capital management. After leaving the firm in 2002, she became a Founding Partner of Circle Financial Group, a private wealth management operation consisting of a small group of women committed to effectively managing their families' assets and philanthropic activities. She has now formed her own consulting practice.