Transforming Philanthropy 2018


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What is Transforming Philanthropy?

If you’re a young person (18-35) involved with family philanthropy or high net wealth (have access to $1M in liquidable assets*), you’ll want to join us for Transforming Philanthropy! Mark your calendars now for the next conference happening March 22-25th just outside of L.A. at the Kellogg West Conference Center and Hotel.

Through skill-building DSC01500workshops, action planning sessions and expert panel discussions, the conference equips young people involved in their families’ foundations or who are planning major giving with the relationships, skills, and vision to transform philanthropy for social change.

Participants will share experiences and address questions such as:

  • What strategies can I use to bring new topics to the table and strengthen my voice in family decision-making?
  • What are the best vessels for me to redistribute my trust or inheritance?
  • How does my relationship with my family impact the ways we give together?
  • How can I learn best donor practices for myself or my families giving?
  • How can I incorporate social change giving strategies into my family’s philanthropy?

“Transforming Philanthropy moved me from the state of alienation due to capitalism, racism, and classism to a point of collective critical thinking support and community! It helped me ‘own’ my privilege, my class, and wealth in a healthy way.” — 2016 participant

What Will You Gain From It?

  • A community of other young people, ages 18-35, involved in their family funds or personally looking to redistribute wealth.
  • Skills-building and learning opportunities through interactive workshops and plenaries ranging from The State of Philanthropy to Impact Investing.
  • Access and one-on-one time with experts in the fields of philanthropy and social change, including 21/64
  • On-going support and resources through the Resource Generation Family Philanthropy Program and participating organizations

“Having a community of young people to connect with about sticky family dynamics involved in trying to really implement social justice philanthropy has been so helpful. I now have friends to bounce ideas off of, instead of being stuck trying to deal with this alone.” — 2016 participant

Who attends?


The retreat is for young people have high net wealth and/or who participate in–or want to participate in their families’ philanthropy and care about social, racial, economic, and environmental justice. Whether you have years of experience in philanthropy or are just beginning, this conference will be a place to further develop your skills, learn new ones and connect with young people across the country.

Participants are between the ages of 18 and 35.

Are you a partner of a young person with wealth?

We welcome partners of young people with wealth. We have created space specifically for poor-, working- and middle-class partners to meet together throughout the weekend and discuss the various dynamics of cross-class relationships and your role in redistributing wealth. If you are partners with a young person with wealth and would like to discuss if the conference is right for you, please contact Jes Kelley, Retreat Organizer, (

The Transforming Philanthropy conference is a confidential space for exploring giving and family issues. Resource Generation does not share its mailing list.

“The workshops and presenters all had something valuable to share that I badly needed to hear. The entire program felt specifically designed and curated to my needs and to fuel the momentum I needed to change the structure of my foundation.” — 2016 participant

*How do we define ‘high net wealth’? 

You meet our definition of high net wealth if you meet any of the criteria below:

    • You are an individual or part of a couple with direct access to $1M in liquidable assets or greater. This means you either have it invested in the stock market, bonds, cash – ie, not a house or asset, unless planning to sell said asset in the next year.
    • You anticipate inheriting at least $5M in the course of your lifetime (we know that inheritance schedules vary greatly among individuals)
    • You are an inheritor whose family’s net wealth is $10M or greater – this definition of “family” refers specifically to family members who plan to share this wealth with you and/or whose wealth is organizable by you (e.g. parents, grandparents, etc. Can include siblings or cousins if you plan to share wealth together)
    • Transforming Philanthropy might be appropriate for some people who have less access to wealth than detailed above, but who are giving significant amounts of money away each year. If you would like to attend , but do not fit these criteria, please reach out to Jes Kelley, Retreat Organizer, at to discuss whether the conference is a good fit for you.


Thursday, March 22nd

12:00 Registration Opens

12:30-1:30: Light Lunch

1:30-3:00: Opening Session

3:00-3:30: Snack Break

3:30-5:30: Racial Wealth Divide and History of Philanthropy

5:30-6:30: Race Caucusing

6:30-8:00: Dinner, Disabled and Non-disabled Caucuses

8:00-9:00: Pods

9:15: Campfire

Friday, March 23rd

8:00-9:00: Breakfast, welcome meal with Q & A

9:00-10:30: Panel on The Current State of Social Justice Philanthropy

10:30-11:00: Break

11:00-1:00: Concurrent Workshops

  • Getting Unstuck: Transforming You to Transform Your Impact
  • Grant Making: Best Giving Practices and How to Run a Grant Cycle

1:00-2:00: Lunch, Christian Hegemony Teach-in and Religious Caucuses

2:00-4:00: Free Time (consulting cafe)

4:00-6:00: Concurrent Workshops

  • How to Fundraise Your Family
  • Exploring Collective Decision Making Models

6:30-7:30: Dinner, Shabbat

8:00-9:00: Pods

9:00-11:00: Open Mic

Saturday, March 24th

8:00-9:00: Breakfast

9:30-11:30: Leveraging Privilege Panel

11:30-12:30: Pods

12:30-1:30: Lunch

1:30-2:30: Break (consulting cafe)

2:30-4:30: Concurrent Workshops

  • The Midterms and Beyond: Giving to Fuel Electoral Change and Long-term Grassroots Power via 501c3 and 501c4 Strategies
  • Strategies for Cross-class Movement Building

4:30-5:30: Free time (consulting cafe)

5:30-7:30: Dinner, Open Space

8:00-12:00: Dance Party!

Sunday, March 25th

8:30-10:00: Breakfast, Regional caucuses

10:00-12:00: Applying a Social Justice Lens to Your Giving plenary

12:00-2:00: Lunch and Pods

2:00-3:00: Closing Plenary

3:15 pm: Shuttles depart to airport

Questions about this retreat?

Contact Jes Kelley, Retreat Organizer: The Transforming Philanthropy retreat is a confidential space for exploring giving and family issues. Resource Generation does not share its mailing list.

***Returning as a leader: If you are returning to the retreat for a second time, we ask that you step into a leadership role. If you have attended Making Money Make Change or Transforming (Family) Philanthropy, before please consider applying to be a pod leader. For Transforming Philanthropy 2018, pod leaders need to be at Kellogg Center by 12pm PT on Wednesday, March 22nd, for the Reflective Leadership training.