Family Philanthropy Symposium: Schedule


Schedule & Resources

Schedule & Resources

Wednesday, September 14
5:30 pm Networking Reception
6:15 pm An Eye to the Future: A Conversation with Kate Wolford, President, and Ted Staryk, Board Member, The McKnight Foundation
7:30 pm Adjourn
Thursday, September 15
8:15 am

Continental breakfast available outside Ballroom I

9:00 - 10:20 am

Opening Plenary
Do More than Give: How Family Foundations and Donors Maximize Philanthropic Impact
Leslie R. Crutchfield, Senior Advisor, FSG and co-author of "Do More Than Give: The Six Practices of Donors Who Change the World"

Finding Philanthropic Focus for Greater Results
Panel facilitated by Leslie Crutchfield

In the book "Do More Than Give," the authors assert that committing to a cause is usually the basis of catalytic philanthropy and making meaningful change in the world. Following her presentation, Ms. Crutchfield will facilitate a conversation with family foundations who found their paths to impact by identifying areas they felt passionate about and suited to address.

James R. Frey, Frey Foundation of Minnesota
Nancy Randall Dana, Grotto Foundation
Julie Zelle, Marbrook Foundation

10:30 am

Morning Breakout Sessions:

  • Do More With What You've Got - Leveraging Your Investment Portfolio
  • Synergy! Working With Other Funders across Sectors to Reach Common Goals
  • Going Beyond Grants - Forging Strong Partnerships with Grantees
11:45 am Lunch and Table Topic Discussions

1:00 pm

Afternoon Breakout Sessions

  • Advocacy "“ A Powerful Tool to Help You Change the Future
  • Using Your Family Business Know-How to Support Your Grantees
  • Engaging the Entire Family Network for Greater Impact "“ A Fishbowl Conversation
2:30 pm Closing Plenary
My Philanthropy Path to Impact: One Woman's Story
Jacki Zehner, President of the Jacquelyn and Gregory Zehner Foundation, Co-chair, Women Moving Millions, and former Partner - Goldman Sachs

3:15 pm



Do More with What You've Got - Leveraging Your Investment Portfolio

Foundations have a growing interest in creatively employing more of their assets to achieve stronger impact on their target issues. In this session, finance expert Kate Barr will talk about trends in alternative financial support strategies, and experienced family foundation leaders will share how to get started with mission-related investing (MRIs), program-related investing (PRIs), and other strategies that use a values-based investments approach. Lessons learned will help you avoid pitfalls and achieve success.

Katebarr_smallKate Barr, Executive Director, Nonprofit Assistance Fund

Kate oversees Nonprofits Assistance Fund's strategic plans, development, loan capital, outreach, and program activities for the loan funds. Under her leadership, the organization has emerged as a premier financial management resource in Minnesota by providing training, strategic financial counsel, and loans to the nonprofit community. With her unique insight and experience, Kate is a popular speaker, trainer, and writer on nonprofit management and financial issues. She has also provided training and held strategic discussions with many Minnesota foundations.

Synergy! Working With Other Funders across Sectors to Reach Common Goals

Collaboration, partnerships, funder alignment "“ whatever form it takes, it's the name of the game in the pursuit of major social change. One of the six factors for impact success, working with other changemakers on common goals is effective but challenging as well. This session will showcase some dynamic examples of family foundations working together with other funders on big issues in Minnesota and beyond.

Scrosby_smallStewart Crosby, Carolyn Foundation
Stewart Crosby served on the Carolyn Foundation Board of Trustees from 2003-2010. During that time Stewart served on the Environment Committee and as Board Chair from 2007-2010. Professionally, Stewart works at a landscape architect for SRF Consulting Group in Minneapolis where his focus is the design of parks and trails. Stewart also volunteers as a board member for the Friends of the Mississippi River, the Quetico-Superior Foundation, and as a member of the Trust for Public Land Minnesota Advisory Board.

2011_headshot_of_penny_george_-_med_size_smallPenny George, George Family Foundation
Penny Pilgram George is President of the George Family Foundation in Minneapolis and a leader in the national movement to transform medicine and healthcare through the principles and practices of integrative medicine.  As co-founder of Sellergren-George Consulting Psychologists and veteran of two well-respected local firms before that, Dr. George specialized for more than twenty years in helping senior executives select for and build high-performing teams. Her talent for developing leaders for diverse organizational cultures has been directly relevant to her work in philanthropy.

2011-2-21_patrick_website_picture_smallPatrick Troska, Jay and Rose Phillips Family Foundation
Patrick Troska has been with The Jay and Rose Phillips Family Foundation of Minnesota for 11 years, and was named Executive Director in January 2011. In addition to providing leadership for the Foundation's overall strategy, he also has primary responsibility for grantmaking and initiatives for the Foundation's funding strategies in the areas of housing and transit. During his tenure with the Foundation, he first served as a Program Officer, before being promoted to Senior Program Officer with responsibilities to oversee all aspects of the Foundation's annual grantmaking program.

Going Beyond Grants "“ Forging Strong Partnerships with Grantees

Some family foundations are discovering new paths to impact by developing strong, creative and evolving partnerships with grantees in their focus areas. Others are trying new, proactive ways to provide resources and support to nonprofits. Find out what it takes for a family foundation to do more than give grants, to leverage their financial support in non-cash ways, and to break out of a purely transactional relationship with grantees.

Nancy Jacobs, Sundance Family Foundation

Nancy Jacobs is a cofounder and board member of Sundance Family Foundation. She holds an M.Ed. in Family Education from the University of Minnesota and focused her career path in family and parent education. Outside of directing the foundation work of Sundance, she divides her time among her other passions which include; her children, creative writing and adventurous travels.

Swhitaker_smallShannon McNeely Whitaker, The McNeely Foundation
Shannon is the chair of the McNeely Foundation, a third generation family foundation.  She has served on the foundation since 1987.  Shannon served on the Board of Directors for the family business Meritex Enterprises, a national real estate investment and management company from 2002- 2010.  She remains involved in shareholder, family, and next generation education and planning issues.

Advocacy "“ A Powerful Tool to Help You Change the Future

"We'd rather deal with the results of the past than be a cause of the future." Which part of this statement reflects your foundation's approach? Marcia Avner, a longtime expert in nonprofit and foundation advocacy work, will share steps to impact through advocacy and public policy work, and you'll hear from family foundation members about their interest in the policy arena, how they do their work, and how this affects their focus issues and foundations. Advocacy is one of the six practices of donors who have made a real difference "“ learn how you can adopt this practice, too!

Avner1_smallMarcia Avner, Senior Fellow, Minnesota Council of Nonprofits and Public Policy and Advocacy Consultant
Marcia Avner is a consultant whose practice includes advocacy strategy, issue campaign design, organizing, lobbying, and media training, curriculum development, and facilitation. She works with nonprofits, foundations, and academic centers on initiatives to advance advocacy. Avner serves as a Senior Fellow at the Minnesota Council of Nonprofits, and is a faculty member and Coordinator of the Nonprofit Concentration in the Masters in Advocacy and Political Leadership Program (MAPL) at the University of Minnesota-Duluth.

Heydinger_smallRick Heydinger, F.R. Bigelow Foundation
Rick Heydinger is currently Vice Chair of the F.R.Bigelow Foundation Board of Directors.  Bigelow is a private foundation with $150M in assets that annually grants approximately $7.5M to human service, civic, and arts organizations in the East Metro area of the Twin Cities.Rick currently also serves on the boards of United Theological Seminary, the Ramsey County Historical Society, Ujamma Place, and the Central Corridor Funders Collaborative. Previously Rick served as Senior Partner at The Public Strategies Group and Vice President of External Relations at the University of Minnesota. He has a PhD in higher education research from the University of Michigan, an MBA from Indiana University and a BA in mathematics from Carleton College.

Using Your Family Business Know-How to Support Your Grantees

Did your family foundation emerge from your success in the business world? Are you and other family members using all of your available experience, skills and resources? Hear how business-savvy family foundations featured in "Do More Than Give" are using business know-how and access to enhance their support of nonprofits. Keynote speaker Leslie Crutchfield will share case examples of how your business resources can be leveraged to do more, and lead a discussion on strategies, opportunities and challenges.

Facilitator: Leslie R. Crutchfield, FSG

Engaging the Entire Family Network for Greater Impact "“ A Fishbowl Conversation

A family foundation is more than the family members who serve on the board at any given time. Interest in the family's philanthropy can extend far beyond that small circle. So how are some families creatively engaging the broad family network in making an impact in their communities? Using a fishbowl conversation format, this session will allow several different family foundations to share how they've achieved more by tapping the family network.

Hs_kblevins_smallFacilitator: Kerrie Blevins, Patrick and Aimee Butler Family Foundation

Kerrie is a skilled foundation professional who has worked in the philanthropic environment for more than 20 years. She currently serves as foundation director for the Patrick and Aimee Butler Family Foundation, located in St. Paul, Minn. She has worked for the foundation for 13 years and is responsible for all aspects of planning, program and grantmaking, and board development. Blevins is also vice president with the firm Private Philanthropy Services, providing foundation management and board planning services to several private foundations, including the Beim Foundation, The Laura Jane Musser Fund, and the James R. Thorpe Foundation.

Bradkruse_smallFeatured:  Brad Kruse, Hugh J. Andersen Foundation

Brad Kruse, Program Director for SRI in Bayport, Minnesota, holds master's degrees in Philanthropic Studies and Nonprofit Management from Indiana University. Brad directs the Philanthropic Services department of SRI with direct responsibility for the Hugh J. Andersen Foundation and the Unity Avenue Foundation. Brad previously worked for the Initiative Foundation in Little Falls, Minnesota and the Central Indiana Community Foundation in Indianapolis, Indiana. Brad is past board chair of Management Assistance Project for Nonprofits, an advisory committee member of the Nonprofits Assistance Fund and previously served on the Charities Review Council of Minnesota's board.

Thorpe_smallEdie Thorpe, James R. Thorpe Foundation
Edie is a director and former president of the James R. Thorpe Foundation in Minneapolis, a family foundation which focuses its grant making in Minneapolis and the western suburbs "“ in two primary areas:  youth development and the enhancement of the lives of senior citizens.  Also a director of the Surdna Foundation in New York, she has chaired its Family Involvement Committee which has, in the past twelve years, developed a program of philanthropic education and training for the larger Andrus family "“ over 400 strong.   From 1995 to 1999, she was also on the board of the Minnesota Council on Foundations where she co-chaired the family foundation sub-committee of the Task Force on Principles and Practices.

Ashamoran_smallAsha Morgan Moran, The Morgan Family Foundation
Asha Morgan Moran is a principal with Clear Path, a business consulting firm. Asha focuses on marketing and channel strategies, business planning, and turnaround management. Prior to joining Clear Path, Asha spent 10 years with Creative Memories/The Antioch Company, a business that markets heirloom scrapbooks and photo albums through direct sales consultants. Her last role was as President and CEO. She came to Creative Memories with business consulting experience at both Andersen Consulting and the Deloitte & Touche Consulting Group, specializing in market channels, product-to-market strategies, and business development.



An Eye to the Future: A Conversation with Kate Wolford and Ted Staryk, The McKnight Foundation

The McKnight Foundation, the largest family foundation in Minnesota, has stayed relevant by keeping abreast of emerging needs in the external environment as well as in tune with the family's changing shape, interests and passion. Join a conversation with Kate Wolford, McKnight president and Ted Staryk, board member and future board chair about the results of their recent work on a governance task force of the younger McKnight generation last year.

Michaelbarone_smallModerator: Michael Barone, Minnesota Public Radio
A native of northeastern Pennsylvania , Michael Barone earned a Bachelor of Music in Music History from the Oberlin Conservatory and came to Minnesota immediately upon graduation to work for Minnesota Public Radio. Since 1968, Michael has filled a number of roles at MPR including host and producer of daily radio broadcasts, Music Director (1968-92), host/producer of The New Releases (1968-2010), host of regional and national broadcasts of  The Saint Paul Chamber Orchestra concerts (1982-2007), regional broadcasts of  The Organ Program (1970-1982) and its nationally syndicated outgrowth, Pipedreams (1982-ongoing). 

Bio_kate_smallKate Wolford, President, The McKnight Foundation
Kate Wolford became president of The McKnight Foundation in December 2006. The McKnight Foundation, a Minnesota-based family foundation, seeks to improve the quality of life for present and future generations through grantmaking, coalition-building, and strategic policy reform in the following areas: education and learning, youth development, the region and communities, the arts, the environment, and scientific research in selected fields.

Prior to joining McKnight, Wolford spent 13 years as president of Lutheran World Relief (LWR). From 1991 to 2006, she worked at LWR, where she was named president after two years as program director for Latin America. Previously, she established Church World Service's Caribbean regional office for disaster response and community-based development, and worked with Servicio Social de Iglesias Dominicanas.

Ted Staryk, Board Member, The McKnight Foundation
Ted Staryk has been a member of McKnight's board of directors since 2004. He has served on McKnight's investment committee since 2005 and currently serves as the Foundation's treasurer. Ted is also a partner at CNote Management Company in Minneapolis, and owner of the Snake River Brewery in Jackson Hole, Wyoming. He has a BS in Kinesiology from the University of Minnesota, and previously worked six years in the player personnel department of the NFL's San Francisco 49ers. Ted lives in Minnesota with his wife Noa, a fourth-generation McKnight board member.


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

Leslie Crutchfield

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.


My Philanthropy Path to Impact: One Woman's Story

Jacki Zehner

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 Foundation, The 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.