The Ekstrom Alley Clontz team has missed being on the road and talking with our clients and their stakeholders in person. Like you, we’ve been on tons of conference calls and video chats to keep clients’ projects moving forward. We’ve also been speaking, facilitating, and writing online to help foundations and their allies make the world a better place.
Jan. 9 – Here's how some colleges 'displace' your private scholarship so it doesn't benefit you
Ralph Serpe advises donors and scholarship managers to ensure scholarships deliver the results that donors hope for and that students need.
Mar. 6 – The Real Money is in Assets (45 min.)
The Gift Planning Development Podcast hosted Bryan Clontz to discuss non-cash assets and how they can dramatically improve fundraising outcomes.
Mar. 23 – Expand Your Comfort Zone: Taking (and Taming) Risks in Philanthropy (58 min.)
Tony Macklin led this session for the Jewish Funder’s Network 2020 conference. JFN had already started scenario planning processes (a risk taming strategy) to think about the impact of the pandemic on philanthropy and later shared this free toolkit for other foundations and nonprofits.
Apr. 21 – The Results are in! The Secrets of Successful Gift Annuity Programs from the 2019 Joint ACGA-CGP Survey
Bryan joined a virtual panel at the American Council on Gift Annuities annual conference
May – Bryan penned a series of articles for Forbes on establishing and managing Employee Relief Funds.
May 21 – Community Foundations in the Evolving Landscape of Family Philanthropy Services
Tony facilitated a conversation on how community foundations can better define and communicate their value proposition in an increasingly crowded field of philanthropic and family advising expertise. Recording available to members of AdNet and NCFP.
Jun. 3 – Addressing Racism in the Asset Management Industry (13 min.)
Erika Seth Davies spoke with the Beeck Center on addressing racism in the asset management industry, and why the events of these past weeks show why it's always the right time to talk about this. The video was a follow-up to her May 27 article Hiding in Plain Sight: Racism in the Room Made Visible by COVID-19 and How to Create New Pathways
And Coming Up…
July 8 – Policy and Practice: Critical Strategies for Dismantling Structural Racism
Erika kicks off a free webinar series for SOCAP 365 to look at best practices, tangible examples and next steps for action for system-level conversations with a hyper-local lens.
July 10 and 29 – Hiding in Plain Sight
Erika will host a two-part webinar for the Beeck Center on the issue of racism in the asset management industry.
Aug. 19 – Involving Donors in Community Crises and Leadership Opportunities
Tony will host a peer learning webinar sponsored by the Council of Michigan Foundations, Philanthropy Ohio, and Indiana Philanthropy Alliance.
Aug. 20 – Community Foundation Business Models for Family Philanthropy
Tony will facilitate NCFP’s fourth annual deep dive into how community foundations structure their business models for more intensive services to multi-generation and multi-branch families. (NCFP members only)
Oct. 26-27 – 2020 Annual National Conference for Growing Community Foundations
Stay tuned for the team’s involvement in the first online version of this popular gathering.
Jan. 9 – Here's how some colleges 'displace' your private scholarship so it doesn't benefit you
Ralph Serpe advises donors and scholarship managers to ensure scholarships deliver the results that donors hope for and that students need.
Mar. 6 – The Real Money is in Assets (45 min.)
The Gift Planning Development Podcast hosted Bryan Clontz to discuss non-cash assets and how they can dramatically improve fundraising outcomes.
Mar. 23 – Expand Your Comfort Zone: Taking (and Taming) Risks in Philanthropy (58 min.)
Tony Macklin led this session for the Jewish Funder’s Network 2020 conference. JFN had already started scenario planning processes (a risk taming strategy) to think about the impact of the pandemic on philanthropy and later shared this free toolkit for other foundations and nonprofits.
Apr. 21 – The Results are in! The Secrets of Successful Gift Annuity Programs from the 2019 Joint ACGA-CGP Survey
Bryan joined a virtual panel at the American Council on Gift Annuities annual conference
May – Bryan penned a series of articles for Forbes on establishing and managing Employee Relief Funds.
May 21 – Community Foundations in the Evolving Landscape of Family Philanthropy Services
Tony facilitated a conversation on how community foundations can better define and communicate their value proposition in an increasingly crowded field of philanthropic and family advising expertise. Recording available to members of AdNet and NCFP.
Jun. 3 – Addressing Racism in the Asset Management Industry (13 min.)
Erika Seth Davies spoke with the Beeck Center on addressing racism in the asset management industry, and why the events of these past weeks show why it's always the right time to talk about this. The video was a follow-up to her May 27 article Hiding in Plain Sight: Racism in the Room Made Visible by COVID-19 and How to Create New Pathways
And Coming Up…
July 8 – Policy and Practice: Critical Strategies for Dismantling Structural Racism
Erika kicks off a free webinar series for SOCAP 365 to look at best practices, tangible examples and next steps for action for system-level conversations with a hyper-local lens.
July 10 and 29 – Hiding in Plain Sight
Erika will host a two-part webinar for the Beeck Center on the issue of racism in the asset management industry.
Aug. 19 – Involving Donors in Community Crises and Leadership Opportunities
Tony will host a peer learning webinar sponsored by the Council of Michigan Foundations, Philanthropy Ohio, and Indiana Philanthropy Alliance.
Aug. 20 – Community Foundation Business Models for Family Philanthropy
Tony will facilitate NCFP’s fourth annual deep dive into how community foundations structure their business models for more intensive services to multi-generation and multi-branch families. (NCFP members only)
Oct. 26-27 – 2020 Annual National Conference for Growing Community Foundations
Stay tuned for the team’s involvement in the first online version of this popular gathering.
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