InactiveSpring Symposium

There are no upcoming dates for this event.

After the morning session with Dan Pallotta's Uncharitable: Rethinking Nonprofits, stay for the afternoon designed for family foundations, independent foundations and private funders!

Symposium Sessions

6-11 Spring Symposium - graphic NikiPhilanthropy at Its Best: Ethics Guidelines
Based on NCRP’s report, Philanthropy at Its Best, this engaging presentation will cover topics such as board diversity and transparency about policies and practices and how foundations can use these recommendations to increase impact and be more responsive to the communities they serve.
-Presented by Niki Jagpal, Senior Director of Research and Policy


6-11 Spring Symposium - graphic Andy

Understanding Your Grantees Financial Story
This hands-on workshop will provide a financial dashboard tool that can be used as part of your grantmaking process back at your foundation. Gain the skills to calculate and understand operating performance, resource allocation, liquidity, and financial sustainability.
-Presented by Andy Holman CPA, Partner


6-11 Spring Symposium - graphic Michael The Power of Social Media
Discover how embracing social media allows foundations of all sizes to further their mission and increase their impact. Learn the fundamentals of social media, where to start, how to grow, what challenges to expect, and how this isn’t about Facebook or Twitter, but a digital mindset.
-Presented by Michael Johnson, Social Media Director

Click here to download the one page event flyer (.pdf).


Registration is complementary with the paid fee for the morning session: Uncharitable: Rethinking Nonprofits with Dan Pallotta.

Registration fee includes Dan’s book, Uncharitable, a breakfast and lunch buffet and free parking.


Contact Amanda Buckley, Director of Program Development and Evaluation, or call her directly at 414.290-2251.

Generously sponsored by

Web_Ready_-_06_B&SCO_CL      Daniel M Soref Charitable Trust logo