Transforming Philanthropy

Thursday, March 22, 2018 (All day) to Sunday, March 25, 2018 (All day)
Pomona, CA

If you’re a young person (18-35) involved with family philanthropy or high net wealth (have access to $1M in liquidable assets*), you’ll want to join us for Transforming Philanthropy! Mark your calendars now for the next conference happening March 22-25th just outside of L.A. at the Kellogg West Conference Center and Hotel.

Through skill-building workshops, 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 families giving?
  • How can I incorporate social change giving strategies into my family’s philanthropy?

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.
  • Access and one-on-one time with experts in the fields of philanthropy and social change, including 21/64
  • On-going support and resources through the Resource Generation Family Philanthropy Program and participating organizations
     

WHO ATTENDS?

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.

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

*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)

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