TRANSFORMING PHILANTHROPY 2020

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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’re invited to join us for Transforming Philanthropy! Mark your calendars now for the next conference happening March 26-29 in Petaluma, CA.

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 family’s giving
  • How can I incorporate social change giving strategies into my family’s philanthropy

“This conference has given me so many skills and resources to take back to my foundation, especially an action plan.” — 2018 Transforming Philanthropy 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
  • 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?

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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 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, (jes@resourcegeneration.org).

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

“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.”— 2018 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 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 Nora at nora@resourcegeneration.org to discuss whether the conference is a good fit for you.

Accessibility at Transforming Philanthropy

RG prioritizes making our retreats accessible to people with disabilities. We try to have our events be as close to scent-free as possible and can work with individuals around access needs. The center where Transforming Philanthropy is being held, IONS EarthRise, is ADA compliant. All of their meeting rooms, bathrooms, and community spaces can be accessed without stairs using a wheelchair. However, the campus is sprawling and hilly so we will have a car on-site for people with mobility challenges to use as a shuttle around the campus.

TENTATIVE RETREAT AGENDA

Thursday, March 26th

12:00 Registration Opens

12:30-1:30: Lunch 

1:30-2:30: Opening Session 

2:30-3:oo: Break

3:00-4:30: History of Philanthropy

4:30-6:00: Pods

6:00-7:30: Dinner

7:30-8:30: Race Caucusing

9:00: Games

 

Friday, March 27th

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

9:00-11: Leveraging Privilege Panel and How to Apply a Social Justice Lens 

11-12:30: Pods

12:30-1:30: Lunch

1:30-4:00: Free Time 

4:00-6:00: Workshops 

6:00-7:30: Dinner, Shabbat

8:00: Open Mic

 

Saturday, March 28th

8:00-9:00: Breakfast 

9:00-11:00: Social Justice Philanthropy/State of Organizing 

11:00-12:30: Pods w snack

12:30-1:30: Lunch

1:30-4:00: Break

4-6: Workshops

6-7:30 : Dinner

7:30: Open Space

9:30: Dance Party!

 

Sunday, March 29th

8:00-9:00: Breakfast

9-10:30: Pods

10:30-12:30: Workshops

12:30-1:30- Lunch

1:30-3:00: Closing plenary

QUESTIONS ABOUT THIS RETREAT?

Contact Jes Kelley, Retreat Organizer: jes@resourcegeneration.org. 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 2020, pod leaders need to be at Earthrise Retreat Center by 12pm PT on Wednesday, March 25th for the Reflective Leadership training.

REGISTRATION CLOSES MARCH 6TH at MIDNIGHT your local time.