Explore Our Insights & Media
The New Donor Reality: What’s Driving Giving in 2026?
Women of Color in Fundraising & Philanthropy · June 2026 · Session
What’s actually changing in major-donor behavior right now? In this session I dug into the shifts following the 2024 election cycle and continued economic uncertainty — the rise (and real limits) of donor-advised funds as a primary giving vehicle, how Gen X portfolio-managers give differently from values-driven Millennials, and where donor response is diverging from long-standing industry habits.
When Philanthropy Becomes a Family Affair: Advising Across Generations
National Network of Consultants to Grantmakers · June 2026 · Conference Session
Families now direct a growing share of philanthropic capital — through private foundations, donor-advised funds, LLCs, family offices, impact-investing platforms, and advocacy vehicles. This session unpacked what makes advising families uniquely rewarding and complex: navigating generational transitions, evolving donor identities (women, next-gen, multicultural, and values-driven donors), and the overwhelm of too many choices — and how advisors can position themselves as trusted guides across wealth, values, governance, and strategy.
Charting the Constellation of Advisors: Insights Across UHNW Giving
Geneva Global · April 2026 · Webinar
The opening session of Geneva Global’s three-part Constellation Conversations series, building on our white-paper collaboration with the Gates Foundation. I joined leading voices in philanthropy to map the constellation of advisors guiding ultra-high-net-worth giving, with practice-based insights for advisors on where donors actually turn for expert help.
Emerging Philanthropists: The Next Generation of Giving
Yale Philanthropy Conference · February 2026 · Panel (Moderator)
I moderated this conversation on how younger philanthropists are reshaping the sector — new priorities, new approaches, and evolving definitions of what it means to give — while surfacing the questions emerging donors are asking as they work to align values, impact, and responsibility.
The Value of Staying Connected in a Changing Philanthropic Landscape
Foundant Technologies · April 2022 · Keynote
On “connected philanthropy”: how communication, collaboration, and co-creation strengthen collective impact.
Engaging the Next Generation in Family Philanthropy
National Center for Family Philanthropy · November 2021 · Workshop Series
I organized and facilitated a series of webinars and workshops on bringing the next generation and emerging family-philanthropy leaders into the fold — for NCFP’s Trustee Education Institute, its Emerging Leaders Peer Network, and next-gen family philanthropists.
Governance Best Practices: Building a Positive Relationship with Your Board
Westchester Community Foundation & Support Center for Nonprofit Management · March 2020 · Workshop
The Executive Director–Board Chair partnership is interdependent, and it only works with consistent communication and trust. This workshop explored how the two can clarify roles, nurture a supportive relationship, and create space for honest conversation — the foundation of a healthy board and organizational culture.
Working Together: How the Board & ED Partnership Impacts Board Culture
Candid & Support Center · January 2020 · Workshop
Keys to a board–ED relationship that fosters a healthy governance culture.
The High Impact Board
Jay & Linda Grunin Foundation & Support Center · February 2019 · Workshop
The building blocks of an effective, impactful nonprofit board.
Diverse and Dispersed: Managing a Far-Flung Family
National Center for Family Philanthropy · Fall 2015 · Conference Session
In an increasingly mobile world, family philanthropies once defined by proximity now face a new obstacle: geography. This session asked how distance affects mission, how you keep a family and its philanthropy connected across miles, and how to turn dispersed perspectives into an asset.