Facilitating and Training

NCFP panel

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. I’ve uploaded a few example presentations on SlideShare.

For philanthropic families and their advisors

  • Transparency vs. Privacy in Family Philanthropy – 11/4/21, Council of Michigan Foundations Midwest Family Foundation Webinar
  • 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
  • Family Philanthropy and Donor Advised Funds – 6/2/21, Grantmakers of Western Pennsylvania
  • 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 Identity and Culture – 2/11/21, National Center for Family Philanthropy
  • Changemakers in a Time of Crisis (with Dien Yuen and Crysti Zinan Chen) –  2020 Purposeful Planning Institute Rendezvous
  • Navigating Trends in Family Philanthropy – Mar. 2020 events for the Community Foundation of Tampa Bay
  • Painting Your Canvas: Supporting the Philanthropic Journey of Individuals and FamiliesNCFP 2019 National Forum on Family Philanthropy
  • 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
  • Paths Toward Effective, Meaningful Family Philanthropy – Oct. 2018 donor event for Community Foundation of Greater Fort Wayne
  • Navigating Family Philanthropy Trends and Transitions (with Nicole Kyauk and Christy Eckoff) – Advisors in Philanthropy 2018 Conference on Philanthropy
  • 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
  • Is Your Family’s Philanthropy Ready for the Future?7/26/2017, 2017 Midwest Family Foundation Webinar Series
  • Navigating Trends & Transitions in Family Philanthropy –  2017 Florida Philanthropic Network Statewide Summit on Philanthropy
  • Investor Readiness Workshop (module co-presenter) – 12/9/16, Impact Finance Center
  • Navigating Trends & Transitions in Family Philanthropy – 12/2/16, Community Foundation of Greater Fort Wayne CEU event for professional advisors
  • Expand Your Comfort Zone: Taking Risks in Family Philanthropy – 11/10/16, National Center for Family Philanthropy
  • Is Your Family’s Giving Prepared for the Future symposia – 9/19/16- 9/23/16, Indiana Philanthropy Alliance
  • Navigating Trends & Transitions in Family Philanthropy – 8/24/16, Community Foundation of Elkhart County CEU event for professional advisors
  • Family Giving Symposium – 5/12/16, Colorado Association of Funders
  • Impact Investing Symposium Session – 2016 Colorado Impact Days
  • Is Your Family’s Philanthropy Ready for the Future? – 2/9/16, Pikes Peak Community Foundation 2016 Symposium on Philanthropy
  • Connecting with a Cause: Prize Philanthropy and Other Techniques and Expanding Your Comfort Zone: Managing Risk in Family Philanthropy sessions – 2015 NCFP National Forum on Family Philanthropy (speaker and moderator)
  • Organizing Your Family’s Philanthropy for Legacy and Impact – 9/10/15, Indiana Philanthropy Alliance (speaker and facilitator)
  • Transparency in the Family Philanthropy Context session – NCFP National Forum on Family Philanthropy (speaker)
  • Creating a Culture of Learning for Your Family and Board webinar – 10/10/13, National Center for Family Philanthropy (speaker)
  • Is Family Philanthropy Ready for Adventures in New Giving? and CEO Workshop – Transforming Your Role and Impact sessions – 2013 Family Philanthropy Conference, Council on Foundations and National Center for Family Philanthropy (co-designer, facilitator, speaker)
  • Finding Common Ground – Valuing Different Views conference call – 1/12/12, National Center for Family Philanthropy

“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 grantmakers

  • Spark Session Webinar Series2016-2021, National Center for Family Philanthropy Community Foundation Network (co-designer and moderator)
  • Grantmaking 101 and 201 faculty – 2017-2021, Indiana Philanthropy Alliance
  • Community Heartbeat: Models of Community Resiliency – 10/15/21, 2021 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
  • Involving Donors in Community Crises and Leadership Opportunities – 8/19/20, Tri-State Community Foundation Webinar Series
  • 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)
  • Place-Based Impact Investing2019 Colorado Impact Days (facilitator)
  • What Should We Stop Doing? Honing a Disciplined Strategy – 2018 National Conference for Growing Community Foundations
  • So You Want to Engage Next Gen? Lessons in Engagement, Straight From the Source – 10/17/18 Tri-State CF Partnership Webinar
  • The Risk of Taking Risks in Philanthropy2018 Indiana Philanthropy Alliance Conference
  • Aligning Community Leadership with Foundation Strategy Deep Dive Day, 5/10/18, Indiana Philanthropy Alliance
  • Aligning Community Leadership with Foundation Strategy: Damn This is Hard – 3/20/18, CF United 2018 
  • Private Foundations and Impact Investing –  2017 Colorado Impact Days
  • Community Foundation Boot Camp – 11/17 in Fort Wayne, 8/17 in Boston, 5/17 in Iowa, 8/16 in Denver, 4/16 in Indianapolis (trainer and curriculum developer)
  • Navigating Trends in Family Philanthropy and Top 10 ways to position your community foundation to serve philanthropic families –  2017 Conference for Growing Community Foundations
  • Navigating Trends in Family Philanthropy Master Class and Top 10 ways to position your community foundation to serve philanthropic families – Community Foundations of Canada 2017 Belong Conference
  • Navigating Family Philanthropy Trends – 2017 AdNet Conference
  • How Philanthropic Families and Community Foundations Successfully Partner – 2017 Florida Philanthropic Network Statewide Summit on Philanthropy
  • Planning Ahead for Clearer Impact – Iowa Council of Foundations 2016 CONNECT Community Foundations Conference plenary
  • Building an Effective Affiliate Board and Your Board as Resource Builders– webinars for community foundation affiliates, 7/13 and 8/10/16, Iowa Council of Foundations
  • Our Weirdly-Wired Brains: The Neuroscience of Grantmaking and Giving –  Indiana Philanthropy Alliance 2016 Statewide Conference
  • Navigating Family Philanthropy Trends and Effective Relationship Management and Stewardship with Philanthropic Families – 2016 AdNet Conference
  • Foundation Impact Investing Trends in SW PA – 11/18/15, Grantmakers of Western PA
  • Placemaking Funders Forum – 10/12/15, Project for Public Spaces (co-designer and facilitator)
  • Strategic Grantmaking Deep Dive Day – 4/22/15, Indiana Philanthropy Alliance
  • Next Philanthropy Networking Social for giving circles – 11/6/14, Grantmakers of Western PA and SVP Pittsburgh (co-designer and facilitator)
  • Inaugural Placemaker Funders’ Forum – 9/9/14, Project for Public Spaces (co-designer and facilitator)
  • Community Development and the Arts: A Scary Smart Combination – 10/31/13, Grantmakers of Western PA (co-designer and facilitator)
  • Community Foundation College Success Learning Community – 5/1/12, Council of Michigan Foundations (toolkit researcher, designer, facilitator, speaker)
  • KH2GO Learning Community: Sustaining the Core, Building From Strength – July 2011, Lumina Foundation for Education (co-designer, co-facilitator, documenter)
  • KH2GO Learning Community: Building Sustainable Network Power – Nov. 2010, Lumina Foundation for Education (co-designer, co-facilitator)
  • On the Ground in Detroit – Oct. 2010, Grassroots Grantmakers (online community manager, facilitator, staff, documenter)

“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

For nonprofits and community leaders

  • Winning the Hearts and Minds of Funders – 8/14/19, Community Foundation of Muncie & Delaware County
  • Impact Investing Marketplace symposium panelist – 3/2/17, 2017 Sustainability, Ethics & Entrepreneurship Conference
  • Navigating 21st Century Giving Trends workshop – 12/5/14 and 11/18/15, Bayer Center for Nonprofit Management
  • Doing More with Less: Meet the Lean, Keen Nonprofits of the 21st Century session – 10/30/14, TechNow conference
  • Navigating the Philanthropy Zone workshop – 4/22/14, Carnegie Library of Pittsburgh Nonprofit Resource Center
  • Tackling Your Grant Dilemmas panel – 9/25/13, Grant Professionals Association Western PA Chapter
  • Disruptive Forces at Play That Will Redefine Your Organization and Create Opportunity panel – 6/23/13, 2013 Nonprofit Summit, The Forbes Funds
  • Foundations & Donors: Create a Lasting Partnership workshop – 3/14/13, Community Technical Assistance Center CORE Series

 “Finally a session where development professionals were treated as colleagues and not as a crowd waiting to storm the gate. Tony Macklin is an amazing speaker and I wonder/hope there is some way for Pittsburgh to keep in touch with him.” – attendee at Navigating 21st Century Giving Trends session