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Webinar Replay
The Many Facets of Family Philanthropy
How do different families approach their giving? Is there a single, homogeneous model that works for everyone? You’re invited to join us for an enlightening conversation on the many facets of family philanthropy with subject matter experts Miki Akimoto and Elizabeth Wong. From discussing the ups and downs of family giving to defining who constitutes “family” in a foundation, you’ll hear real-life examples of how today’s philanthropic families are navigating the highs, and yes sometimes, the lows of their charitable giving.
In this session, we’ll also cover:
- Adapting best practices
- Defining what it means to participate
- Rethinking who is eligible to participate
- Crafting invitations and strong onboarding practices for engaging in the family’s giving
- Key takeaways for common scenarios
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“Foundation Source gives us the guidance and tools to experiment with new approaches to granting that we would not have considered before. Whenever I have a question, all I have to do is pick up the phone, and Foundation Source is there with an answer.”
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Presented By:
Miki Akimoto
Chief Impact Officer
National Center for Family Philanthropy
In her role as the Chief Impact Officer for the National Center for Family Philanthropy (NCFP), Miki Akimoto partners with the CEO to implement NCFP’s strategic plan, enhance sector partnerships and ensure a strong measurement and evaluation plan. She aligns and integrates NCFP’s revenue, relationship management and program strategies, and oversees NCFP’s programs and development teams. Miki has a long professional history in the philanthropic sector. Most recently, she served as a Senior Philanthropic Strategist at Bank of America’s Private Bank, providing consultation and support for families, foundations and major nonprofits regarding their governance, grantmaking and impact strategies. Prior to this role, Miki was Vice President and then Acting President of Philanthropy Massachusetts, the regional association of foundations, corporate givers and other donors in Massachusetts and New Hampshire. She also served as the first Director of Grants Management for the Annie E. Casey Foundation, and as a program officer at AmeriCorps. Miki is also actively involved in the philanthropic community both nationally and locally and holds a Bachelor of Political Science degree from Stanford University.
Elizabeth Wong
Head of Philanthropic Advisory Services
Foundation Source
As the Head of Philanthropic Advisory Services for Foundation Source, Elizabeth Wong leads an experienced team of philanthropic directors in expertly helping clients carry out their philanthropic missions and activities. She is also responsible for setting strategy for the company’s philanthropic advisory services and leads custom pricing and revenue generation opportunities for the team. A gifted leader, relationship manager, executive coach and philanthropic consultant, Elizabeth has advised Ultra-High-Net-Worth clients and large corporations in several key areas, including high-impact philanthropy, family foundation governance, succession planning, and leadership/program development. She specializes in strategic planning, leadership transitions, organizational development for corporations, nonprofits and foundations, and business development and client retention. Over the course of her career, she has managed multimillion-dollar grantmaking portfolios, evaluated the performance of hundreds of nonprofit organizations, and worked with some of the country’s most prominent philanthropists. Passionate about philanthropy and the power of the social sector, Elizabeth sits on the advisory board of the Bill & Melinda Gates Foundation Alumni Network and Digital Green. She has an undergraduate degree from Columbia College and a master’s degree from the Harvard Graduate School of Education.