Please join us as we explore the promise and challenge of next-generation philanthropy. Two generations of the Charles R Wood Foundation will discuss intergenerational foundations and engaging the next generation of private foundation stewards, moderated by Foundation Source and Family Business Magazine's Publishing Director, David Shaw.
A private foundation is typically a family enterprise, set up to exist in perpetuity. But engaging the next generation of family and working productively together doesn't just happen automatically. Successful, unified family foundations require structure, communication and, sometimes, consistent effort.
This webinar will discuss practical guidance for family foundations around:
- Fostering unity and strengthening closer ties
- Raising children with values
- Involving the next generation of family
- Building a legacy
Speakers
Stefanie Bosari
Director of Client Services, Foundation Source
Stefanie Borsari leads the Foundation Source client services department, a team comprised of 37 Private Client Advisors. The Private Client Advisors are relationship managers who support our 1,700 clients, providing foundation management and administration while facilitating access to and engagement with all service offerings and in-house private foundation experts.
Charlene Wood
Chair, Charles R. Wood Family Foundation
The Charles R. Wood Foundation was founded in 1978 with its mission to provide assistance to areas of special need in the Lake George Region and surrounding areas. Not-for-profit organizations with an emphasis on programs for children, healthcare and the arts are the beneficiaries of Mr. Wood's generosity. A Board of Trustees oversees the Foundation with a goal to preserve the mission established by Charles R. Wood.
Barbara (Bobbie) Wages
President, Charles R. Wood Family Foundation
The Charles R. Wood Foundation was founded in 1978 with its mission to provide assistance to areas of special need in the Lake George Region and surrounding areas. Not-for-profit organizations with an emphasis on programs for children, healthcare and the arts are the beneficiaries of Mr. Wood's generosity. A Board of Trustees oversees the Foundation with a goal to preserve the mission established by Charles R. Wood.
Chelsea Silver
Vice President, Charles R. Wood Family Foundation
The Charles R. Wood Foundation was founded in 1978 with its mission to provide assistance to areas of special need in the Lake George Region and surrounding areas. Not-for-profit organizations with an emphasis on programs for children, healthcare and the arts are the beneficiaries of Mr. Wood's generosity. A Board of Trustees oversees the Foundation with a goal to preserve the mission established by Charles R. Wood.
Page Wages
Secretary, Charles R. Wood Family Foundation
The Charles R. Wood Foundation was founded in 1978 with its mission to provide assistance to areas of special need in the Lake George Region and surrounding areas. Not-for-profit organizations with an emphasis on programs for children, healthcare and the arts are the beneficiaries of Mr. Wood's generosity. A Board of Trustees oversees the Foundation with a goal to preserve the mission established by Charles R. Wood.
Braden Wages
Trustee, Charles R. Wood Family Foundation
The Charles R. Wood Foundation was founded in 1978 with its mission to provide assistance to areas of special need in the Lake George Region and surrounding areas. Not-for-profit organizations with an emphasis on programs for children, healthcare and the arts are the beneficiaries of Mr. Wood's generosity. A Board of Trustees oversees the Foundation with a goal to preserve the mission established by Charles R. Wood.
David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy. David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.
Benefits
• No cost to attend
• Opportunity for questions and feedback
• Unbiased third-party family business education
• All participants can receive a copy of the webinar materials after the event, upon request
• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
• 60 minutes — maximum value for time
Sponsor
Foundation Source