A webinar designed for staff involved with family foundations or who manage donor advised funds at a community foundation; however, grantmakers of all types are invited to attend.
Join the Indiana Philanthropy Alliance and representatives from the Ball Brothers Foundation and Tracy Family Foundation for a webinar about working with multiple generations to prepare them for grantmaking and giving through a foundation. Jenna Wachtmann, program office at Ball Brothers Foundation, will highlight Ball Brothers Associate Director Program which provides an opportunity for family members to become acquainted with the grantmaking process, see the foundation and board in action, and determine whether the board meeting schedule is feasible. This opportunity lets individuals explore, in advance, if they are a good fit for the board.
Jean Buckley, president of the Tracy Family Foundation will highlight the foundation's vision to make the world a better place through engaged, thoughtful, and strategic philanthropy. She will highlight how the foundation builds a legacy of leadership and generosity among Tracy Family members through active participation in opportunities provided by the foundation. This engagement results in family members who are knowledgeable about the nonprofit sector and family members who are inspired to give back of their time, talent and/or treasures to nonprofit organizations.
Jenna Wachtmann, Program Officer, Ball Brothers Foundation
Jenna joined the Ball Brothers Foundation staff in 2014 after working in fundraising and program development for social service agencies in St. Louis and Indianapolis. She also completed an internship with the U.S. Department of State, Office of Innovation. She is a graduate of Abilene Christian University and holds both a certificate in nonprofit management from the School of Public and Environmental Affairs at IUPUI and an executive master of arts degree in philanthropic studies from the IU Lilly Family School of Philanthropy. Her responsibilities at BBF include researching funding requests, reviewing grant proposals, conducting site visits, and managing special projects.
Jean Buckley, President, Tracy Family Foundation
Jean Buckley is the President of the Tracy Family Foundation. She has served in this position since 1997 through present day. Jean is a second-generation Tracy family member. The 119 members of the Tracy family spans 4 generations ranging in ages from 2 months to 91 years. The Tracy Family Foundation is funded by the family business Dot Foods. Some of her prior board experience includes serving on the Dot Foods Board of Directors, the Tracy Family Council, and the Community Foundation of the Quincy Area. Jean is a current board member and past Chair of Exponent Philanthropy, a membership organization serving jsut under 2000 family foundations and philanthropists.
FEE and REGISTRATION
$50 for CCP members. Register through the Council of Michigan Foundations (CMF) website.
Registration Deadline: February 20, 2020 at 12 Noon
2020 Family Philanthropy Webinar Series
This program is part of the Family Foundation Webinar Series, presented in collaboration by Indiana Philanthropy Alliance, Philanthropy Ohio (POH), and Council of Michigan Foundations (CMF).
- February 20, 2020 | Preparing New Generations to Serve on Family Foundation Boards (Hosted by Indiana Philanthropy Alliance)
- May 21, 2020 | Top Ten Tips for Navigating Red Flags Leading a Private Foundation (Hosted by Council of Michigan Foundations)
- November 12, 2020 | Succession Planning (Hosted by Philanthropy Ohio)