Little has been written about how to review the performance of family foundation CEOs. The job carries a unique set of roles and responsibilities including the special skills required to support effective board governance, work within the family's culture, represent the family in the community, and engage in grantmaking in the context of the family's legacy. Every foundation is different, and there are many ways to review a CEO's performance. This webinar, based on the National Center's new guide, Performance Review: The Complete Guide to Evaluating the Family Foundation CEO, will provide a variety of tips, tools, and examples to help you find a system that works for you. if you aren't doing any kind of formal CEO evaluation now, this webinar will help get you started. And if you already have a performance review process, please join us to share your tips, and perhaps learn a few ideas ideas to make your process a more productive and satisfying experience.
Beth Casselman is executive director of The Clowes Fund; hired in 2000 as the first professional of this family foundation established in Indianapolis in 1952. With Beth's guidance The Clowes Fund has developed a more focused and transparent grantmaking process which adheres to the stewardship principles for family foundations as recommended by the Council on Foundations. She is leading the foundation through a multi-generational governance transition. Beth's career in philanthropy spans two decades capping prior professional expertise in marketing and public relations. As founding director of the Community Foundation of Boone County (CFBC), she developed its board, policies and assets from infancy to critical mass. Currently Beth serves as CFBC vice president, and is on the National Center for Family Philanthropy (NCFP) Friends of the Family advisory committee. Previously she chaired the Indiana Grantmakers Alliance (IGA) and the United Way of Central Indiana's Boone County advisory board; she also has served on several executive search committees. Beth has been a featured speaker or panelist on a variety of philanthropic topics at conferences and workshops including NCFP's CEO Symposium, IGA, the Conference of Southwest Foundations, University of Texas Nonprofit Organizations Institute, as well as classes at Indiana University's Center on Philanthropy. A journalism major, she received a Bachelor of Science from Butler University and has since earned advanced certifications from Grand Valley State University Grantmaking School and Indiana University Fund Raising School.
Virginia Esposito is the founding President of the National Center for Family Philanthropy. For more than 25 years, Ginny has been researching, writing and speaking on a broad variety of topics promoting philanthropic values, vision, and excellence across generations of donor families. Ginny has presented to thousands of philanthropic families and conferences throughout the United States and four continents. She was the editor and principal author of Splendid Legacy: The Guide to Creating Your Family Foundation, and editor and author of the four-volume Family Foundation Library. In 2010, the National Center published her two-year research project on The Power to Produce Wonders: The Value of Family in Philanthropy. In addition to her work on resources for family donors, Ginny edited Conscience & Community: The Legacy of Paul Ylvisaker, a volume of writings and speeches of the late Paul Ylvisaker, foundation trustee, educator, and former dean of the Graduate School of Education at Harvard University. Read more...