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Family Foundations Forum 2018
Tuesday, June 12, 2018, 5:00 PM to Friday, June 15, 2018, 12:00 PM EDT
Category: Events


2018 Family Foundations Forum
June 13–15, 2018 · Omni Grove Park Inn · Asheville, NC

Immediately follows the NCFP/SECF 2018 Courage to Lead Retreat 

A family foundation is so much more than a tool for charitable giving. It’s an expression of your family’s legacy, of its connection to place and of the traditions that bring together generation after generation around a shared purpose. 

Each of these aspects of family philanthropy – and beyond – will guide the agenda for SECF’s 2018 Family Foundations Forum. Our theme, Family Matters: Investing in the Future of the South, illustrates how family foundations are tied to both deeply personal relationships and also the future of our region. 

At the Family Foundations Forum, family members and staff come together to learn from not only each other, but also national experts and thought leaders, on a range of issues that includes next-gen philanthropy, impact investing, place-based giving and collaboration – with other funders and outside the sector.

SECF has partnered with leaders in the sector, including Exponent Philanthropy and the National Center for Family Philanthropy (NCFP), to create a rich agenda that will educate and inspire.

Plus, the 2018 Family Foundations Forum takes place immediately after NCFP’s Courage to Lead Retreat – if you’re a family foundation CEO or trustee, this is an unprecedented opportunity to connect with colleagues from across the country, before focusing in on the family philanthropy landscape in the Southeast. Click here to view the Courage to Lead Retreat agenda

Registration for the 2018 Family Foundations Forum is now open!

 Stay tuned for more details on speakers, sessions
and site visits in the weeks ahead!
Event Details

When: June 13–15 (Immediately follows the June 12–13 NCFP's Courage to Lead Retreat)

Schedule: The Family Foundations Forum will begin on Wednesday, June 13, with a reception, dinner and opening session. The following day will include sessions, speakers and a site visit. Our final day, Friday, June 15, will begin with breakfast and a closing session, before we conclude at noon. Please refer to the agenda below for more details.

Where: Omni Grove Park Inn, Asheville, NC – Book your room today at the SECF rate! 
(SECF's rate is available for those attending NCFP's Courage to Lead Retreat as well; if you are not attending the retreat, you can change your arrival date during the reservation process.)

   · Before May 1, 2018: $500 Member / $700 Non-Member
   · After May 1, 2018: $600 Member / $800 Non-Member

Agenda (Working agenda as of April 3, 2018)

Click here to view the agenda for the Courage to Lead Retreat, taking place on June 12–13, prior to the Family Foundations Forum.

Register for the Courage to Lead Retreat here.
Wednesday, June 13th 
5:00pm–6:00pm Registration
6:00pm–7:00pm Opening Registration
7:00pm–9:00pm Dinner and Opening Plenary
Thursday, June 14th
8:00am–8:30am Breakfast Buffett
8:30am–10:00am The State of Small-Staffed Family Foundations w/ Exponent Philanthropy
11:45am–12:45am Lunch Buffett
1:30pm–4:00pm Site Visit: Mission Fullerton Genetics Center
2:00pm–4:00pm Family Foundation Advising
4:15pm–5:45pm Legal and Tax Issues Update for Family Foundations
6:30pm Dine Arounds in Downtown Asheville, NC
Friday, June 15th
Breakfast Buffett 
8:30am–10:00am Place-Based Impact Investing
10:00am–10:30am Networking Break
10:30am–12:00pm Closing Plenary: Sharna Goldseker, 21/64 and author of Generation Impact: How Next Gen Donors Are Revolutionizing Giving
12:00pm–12:30pm Closing Remarks and Reflections
12:30pm Adjournment
For questions relating to this event, please contact Dwayne Marshall, SECF’s Director of Programs & Partnerships, at (404) 524-0911 or


Southeastern Council of Foundations
100 Peachtree St. NW · Suite 2080 · Atlanta, GA 30303 · (404) 524-0911

The Southeastern Council of Foundations strives to support Members and grantmakers with access to education, resources and networking by serving as a convener and facilitator, offering a diverse range of voices and perspectives. We do not endorse colleague organization views, but rather aim to provide access to a broad range of information and resources to increase grantmaking impact and develop philanthropic leaders throughout the region.