TRANSFORMING PHILANTHROPY

Transforming Philanthropy Logo in white boxes with black text.

 

WHAT IS TRANSFORMING PHILANTHROPY?

Transforming Philanthropy is a conference for young people (18-35) who are involved with family philanthropy or high net wealth (have access to $1M in liquid assets*). The conference is a multi-day deep dive into the nuances and practicalities of wealth redistribution with an emphasis on best donor practices, shared decision-making, and rethinking traditional philanthropy. Through skill-building workshops, action planning sessions, and expert panel discussions, the conference equips young people with the relationships, skills, and vision to be part of transforming philanthropy towards more liberatory practices. 

WHAT WILL YOU GAIN FROM IT?

  • A community of other young people, ages 18-35, involved in their family foundations and/or who are personally moving significant funds.
  • Skills-building and learning opportunities through interactive workshops and plenaries, including topics such as understanding philanthropy’s origins and ways to invest in the Solidarity Economy.
  • Ongoing support and resources through the Resource Generation High Net Wealth and Family Philanthropy Program.

“This conference has given me so many skills and resources to take back to my foundation, especially an action plan.” — Transforming Philanthropy participant

WHO ATTENDS?

The retreat is for young people who have high net wealth and/or who participate in–or want to participate in their families’ philanthropy. The content and workshops are designed for people who 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 develop your skills further and learn new ones while connecting with others from across the country. 

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 (age 18-35) to meet and discuss the dynamics of cross-class relationships and partners’ unique role in redistributing wealth. In this context, “partner” may include chosen family or other people who are not financial advisors but who are part of shared decision-making power around wealth redistribution.

“Really grateful for this organization and the people in it. Feel pushed, supported, and inspired by what was modeled here. Have a feeling of belonging and excitement about being a part of continuing to push the envelope.”— Transforming Philanthropy 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 liquid assets or greater. This means you either have it invested in the stock market, bonds, cash—i.e., not a house or asset, unless you are 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)

The Transforming Philanthropy retreat is a confidential space. Resource Generation does not share its mailing list.