Facilitating and Educating

I am frequently asked to design, facilitate, and deliver learning opportunities, ranging from webinars and workshops to longer learning communities. Typical topics include: navigating 21st-century philanthropy trends and tools, managing family philanthropy dynamics, risks and biases in philanthropic decision-making, strategic grantmaking and philanthropic leadership initiatives, impact investing basics, developing and delivering philanthropic services, and donor and funder engagement. Listed below are a few examples. 

For philanthropic families and their staff

• Legacy in Family Philanthropy – 10/20/22, National Forum on Family Philanthropy
• Defining Your Family’s Philanthropic Purpose – 6/14/22, Schwab Charitable and NCFP
• Transparency vs. Privacy in Family Philanthropy – 11/4/21, Council of Michigan Foundations Midwest Family Foundation Webinar
• Give Big and Give Now: Working with Your Board to Increase Payout and Impact – 5/10/21, National Center for Family Philanthropy Family Foundation CEO Retreat
• Family Philanthropy and Donor Advised Funds – 6/2/21, Grantmakers of Western Pennsylvania
• Family Identity and Culture – 2/11/21, National Center for Family Philanthropy
• Paths Toward Effective, Meaningful Family Philanthropy – Oct. 2018 donor event for Community Foundation of Greater Fort Wayne
• Determining Donor Intent When the Donor is No Longer Engaged – 2/8/17, Family Foundation Webinar Series (facilitation)
• Investor Readiness: Family Dynamics and Individuals, Families, and Impact Investing – 2017 Colorado Impact Days and 2019 Colorado Impact Days
• Family Giving Symposium – 5/12/16, Colorado Association of Funders

“Thank you for the incredible presentation and workshop you led. We simply cannot make progress without studying trends and tension and then constructively acting on those to drive trust, accountability, and outcomes.” – participant in Indiana Philanthropy Alliance’s Mutz Philanthropic Leadership Institute

For advisors

• The Melton Case: From Charitable Tools to Philanthropic Impact – 10/25/22, DAF Giving Summit
• Future of Philanthropic Advising Summit – Oct. 13-14, 2022, The American College for Financial Services
• Navigating Family Philanthropy Trends and Transitions – 10/14/21, Financial Planning Association of Kansas
• The Melton Family Case: Climbing the Philanthropic Learning Curve (with Phil Cubeta) – 8/26/21, Greater Kansas City Community Foundation professional advisor webinar
• Changemakers in a Time of Crisis (with Dien Yuen and Crysti Zinan Chen) –  2020 Purposeful Planning Institute Rendezvous
• The Melton Family Case: Climbing the Philanthropic Learning Curve (with Phil Cubeta and Jennie Zioncheck) – 2019 Advisors in Philanthropy Conference, 2019 Purposeful Planning Institute Rendezvous, and NAEPC Sep. 2019 Webinar
• Navigating Trends & Transitions in Family Philanthropy – CEU events for Community Foundation of Elkhart County (2016),  Community Foundation of Greater Fort Wayne (2016), Advisors in Philanthropy Conference (2018), Community Foundation of Tampa Bay (2020)

For grantmakers

• Community foundation webinar and workshop series – 2016-2023, National Center for Family Philanthropy Community Foundation Network (co-designer, speaker, and moderator)
• Grantmaking 101 and 201 faculty – 2017-2022, Indiana Philanthropy Alliance
• Community Heartbeat: Models of Community Resiliency – 10/15/21, Annual National Conference for Growing Community Foundations closing plenary
• Community Leadership Assessment Series for Community Foundations – Jan. 2021, Indiana Philanthropy Alliance
• Balancing Purpose, Payout, and Permanence – 9/2/20, Council on Foundations and National Center for Family Philanthropy
• Expand Your Comfort Zone: Taking Risks in Philanthropy – 3/23/20, Jewish Funders Network 2020 Virtual Convening
• Ensuring Your Philanthropic Services Remain Valuable – 11/13/19, Southeastern Council of Foundations conference workshop for community foundations
• The glitter and scrutiny of donor advised funds and the connection to community foundation business models – June 2019 Community Foundations of Canada Conference
• Midwest Community Foundation Gathering: Impacting the Economic Health and Vitality of our Communities – April 2018 (facilitator)
• So You Want to Engage Next Gen? Lessons in Engagement, Straight From the Source – 10/17/18 Tri-State CF Partnership Webinar
• Foundation Impact Investing Trends in SW PA – 11/18/15, Grantmakers of Western PA
• 2014 and 2015 Placemaking Funders Forum – Project for Public Spaces (co-designer and facilitator)

“Great opportunity to learn from other more established Community Foundations on how they have integrated a Donor Services approach to the family philanthropy needs within their organizations. Lots of informative takeaways from Tony Macklin that I will take back to our Board for discussion as we move towards implementing more legacy giving strategies.” – attendee at Community Foundations of Canada conference