Workshop Archive
A list of past Family and Advisor workshops we’ve facilitated
Click below to visit our upcoming workshop pages!
This page is an archive of the workshops we’ve facilitated in the past
In Conversation With… Brad Gualin
Held via Zoom at 10AM Mountain
Brad Gaulin, MExit will be discussing how and why philanthropy should be placed as part of the initial exit planning strategy of a family business, and not saved for the discussion after the liquidity event has occurred.
This event is FREE but registration is required. Please see the RSVP boxes for the upcoming events.
In Conversation With… A Series
Held via Zoom at 10AM Mountain on various dates
Join fellow philanthropists, impact investors and those curious to learn more about how venture philanthropy can re-shape complex problems in a community. The In Conversation With… Series is a bi-monthly gathering of thought leaders sharing their expertise and opinions on topics around philanthropy, leadership, investing, civil society and community.
This event is FREE but registration is required. Please see the RSVP boxes for the upcoming events.
Built to Last: The Pro’s and Con’s of Sunsetting a Family Foundation or Donor Advised Fund
March 14th via Zoom at 10AM Mountain
$50/Family Foundation or Family Office
This 90 minute workshop explores the pro’s and con’s of sunsetting a foundation or donor advised fund (DAF). Developed off of the K&C Whitepaper Beyond the Sunset: How not to Burden the Next Generation Once Things Have Gone Dark, is designed for family members who are considering what legacy looks like with and without the family foundation or DAF.
Learning Objectives:
- Stakeholder Time Horizons
- Impact and Social Benefits
- Generational Perceptions of Wealth & Inheritance
Registration is required as materials will be sent out via email ahead of time.
Indigenous Grantmaking: Building bridges between communities and cultures through philanthropy
3-part series March 21, April 30th, May 14th, 1:00-3:00pm in Calgary and Area
$250/Family Foundation or Family Office
This 3-part workshop series dives into how individual and family philanthropy can be part of the Truth & Reconciliation process. Over the course of 3 two-hour sessions, participants will explore the recommendations of the Truth & Reconciliation Commission, how philanthropy and charity are different within the various Indigenous communities that are part of Turtle Island and ways that non-Indigenous Donors can engage in strategic philanthropy alongside First Nations, Inuit, and Metis organizations.
Participants: Family Foundation and DAF leadership, Family Office staff, Grantmakers
Part of this workshop will be held on-site at various community organizations within the Calgary area. Locations will be announced once registration is closed.
Learning Objectives:
- The cultural differences of philanthropy, giving and charity
- How the TRC applies to philanthropy
- Ways to engage and effectively support Indigenous programs and services
Family Enterprise Canada
Held at various locations across Canada and virtually
Indigenous Equity & Why this Matters in Canada
Thursday, Sept. 28th – Zoom 1pm EST/11Am Mountain
FEC Community Call: Discussing the importance of Indigenous equity and share our efforts towards reconciliation. ABC Recycling has been engaging in meaningful dialogue with local First Nations leaders and community members, and Karen Alko will be sharing how and why this has become the centrepiece of our sustainability initiative. Additionally, we will have Mindy Henyu, an experienced Indigenous and Corporate Relations Professional and Reconciliation Activator, who has collaborated with First Nations communities, and Gena Rotstein of Karma & Cents, who will discuss Indigenous Grant-Making.
Sustainability is Every Family’s Business
Tuesday, Oct. 3rd 7:30am – 9am at the Ranchmen’s Club in Calgary
Join Gena Rotstein for breakfast and discussion with Nicole Monaco, Director of Impact – Chandos Construction. Chandos Construction’s aim to be net zero by 2040 and how they use their supply chain to support inclusive and diverse communities, empower Indigenous people and create equity for all! Participants will walk away with some ways to start the ESG conversations and for those already down the path, some tips and tricks that Nicole and her team have developed over time.
The Right to Eat Right: A Client’s Journey in Venture Philanthropy and Impact Investing
Hosted By Forthlane Partners
Thursday, March 3rd 4:00-6:00pm EST
In-person session at Forthlane’s office: 145 Adelaide St. W, Toronto, ON
This event is FREE thanks to our generous hosts, Forthlane Partners.
Light refreshments will be served.
COVID protocols will be followed.
To read more about this project please download the Executive Summary, or visit our Whitepapers section on this website for the full report.
ABFI Family Leadership Series
So You Want to Change the World, eh? Joint Ventures Between Family Foundation and Other Funders
Webinar – April 16th, 2020 – 11am – 1pm MST
More and more funders are requiring their recipients to work collaboratively with other organizations, but few funders model this same behavior. This workshop explores different collaborative approaches between funders for moving their philanthropic agendas forward.
Over the course of the 90 minutes we will discuss how family foundations and private philanthropists can work with: government funders, other family foundations and private philanthropists, public funding bodies and community foundations and corporations.
Case studies will be provided and participants will leave with tools and resources they
can take back to their families and businesses.
For more information about ABFI and the Leadership Series please click here.
To Register – please email abfi@ualberta.ca or phone 780-492-0234.
Objectives:
• What does collaboration and joint ventures mean in the philanthropic space
• How to start the joint venture/collaboration conversation
• How to set up a philanthropic joint venture for success
Cost: $50
Lunch and materials will be provided.
Women & Philanthropy – How the Regendering of wealth is changing the way that money flows in the charitable sector.
March 18th, 2020 – 8am Breakfast Session – Calgary Zoo
In the world of philanthropy, how do men and women differ? What kind of philanthropists do women make and how does philanthropy focus on women? How will these issues affect the future of philanthropy?
This session is hosted by CAGP Alberta South.
Don’t Give like a Gringo!
Strategic Philanthropy & Impactful Giving by North Americans in Mexico
February 18th, 2020 – 10:30am – 12:30pm, Bucerias, Nayrit, Mexico
Presented by the Braun Family Fund in partnership with Human Connections, this two-hour workshop uses local case studies to:
- dive into topics around assessing what most needs doing in the region;
- explore how to build trusted relationships with agencies when you are not a year-round resident
- set up evaluation criteria based on merit and need
This session will also touch on some of the technical challenges around giving internationally.
Participants will leave with tools and resources they can take back to their families and foundations.
To Register – please email grotstein@karmaandcents.com.
This workshop is FREE with a suggested donation to the Braun Family Fund supporting the Fundacion Punta de Mita projects, EDIN, and Human Connections. Tax receipts can be issued for US and Canadian residents for donations over $20.
Light refreshments and materials will be provided.
Location:
Human Connections – Heroes de Nacozari Avenue #2, Col. Centro, Bucerias
#GivingTuesday week… Philanthropy 3.0 A Social Impact Lab
December 4th, 8:00 – Noon – Winnipeg Winter Club, 200 River Avenue, Winnipeg, MB
Collective Impact, Theories of Change, Impact Investing… all of these things sound great, but what do they mean? How do philanthropists really partner with their grantees to move the dial on complex issues?
This half-day workshop guides donors, their advisors, and their favourite charities through a social impact lab process. Drawing upon resources and tools that have been designed by Karma & Cents and tested with our clients, participants will leave with a deeper understanding of how to finance solutions and move away from funding problems.
This session is hosted by Blackwood Family Enterprise Services in partnership with CAGP Winnipeg.
Evaluation, Values and Creating Impact – NextGen Philanthropy
Nov. 11, 2019, 4pm – Calgary AB
Values shape and influence how we make decisions and in the context of giving, how we activate our philanthropy. This workshop focuses on aligning values with other members of your giving team, whether they are friends around a foundation table, peers in a giving circle or family members setting your holiday giving budget.
Women and Philanthropy, Now and Into the Future
May 30th, 8:00 – 10:00am – Winnipeg Winter Club, 200 River Avenue, Winnipeg, MB
In the world of philanthropy how do men and women differ? What kind of philanthropists do women make and how does philanthropy focus on women? How will these issues affect the future of philanthropy?
This session is hosted by Blackwood Family Enterprise Services in partnership with CAGP Winnipeg.
Empathy & Giving – Balancing Emotion with Strategic Planning
May 15, 2019 – Calgary AB
Empathy and innovative thinking go hand-in-hand. This workshop guides young philanthropists through a series of exercises and conversations around designing solutions for complex problems in our communities.
Drawing on client case-study and tools provided by the Frieda C. Fox Foundation and Twenty-One Toys, participants will explore philanthropy through a design approach.
Wealth Strategies & the Personal Side of Post-Transition
May 15-16, 2019 – Edmonton, AB
Part of the Business Transitions Forum
Long-term thinking about your business is an enourmous endeavour and the process of a sale can throw that thinking into chaos. One of the most important elements that gets lost is what happens after the deal is signed. Having a post-transition plan to help manage the impact this monumental change will have on your family, your emotions and your lifestyle is vital.
This session will provide helpful insights into what the internal and external steps you should consider in order to handle the change from wealth creator to wealth manager.
For more information on the Business Transition Forum click here.
Philanthropy 3.0 – Legacy Planning Across Generations
May 1st, 2019 8:30 – 10:00am – Banff, Alberta – Banff Centre
Did you know that there are five generations influencing the family philanthropy conversation? Canada’s inter-generational wealth transfer is the largest in recorded history and will change the face of the charitable sector, locally, nationally and internationally. This workshop explores the perspectives of the different generations, and specifically, what it will mean for organizations who are reaching out to family foundations.
For more information about the Banff Compass and the schedule, click here.
Alberta Family Business Institute (ABFI):
Philanthropy 3.0 – Beyond Just Writing a Cheque
Two dates March 13th in Calgary, AB & March 14th, 2019 in Edmonton, AB – 11:00am – 1:45pm
Managing the Family Foundation or Donor Advised Fund (DAF) is just like managing an operating business. Strategic decisions need to be made to transition the wealth as well as to give money away without creating additional challenges in the community.
In this session we will focus on where the “disconnect” occurs and provide advisors with tools and resources to engage and carry the philanthropic conversation to the next level. We will also provide families with information to further engage their advisors in meaningful conversations around philanthropy and social capital management.
Thank you to ABFI for hosting!
Family Enterprise Exchange (FEX):
Social Impact Lab – Legacy Planning Across Generations
November 31st, 2018 8:00 – 10:00am – Vancouver, BC
An interactive workshop diving into Philanthropy 3.0 and what philanthropy looks like today and what it will look like tomorrow. Topics covered include articulating your social vision, understanding leveraging points for philanthropy and impact investing and managing the complexities around communicating legacy and wealth within families.
Thank you to McCarthy Tetrault LLP for hosting!
Family Enterprise Exchange:
To Gift a Goat – The Holiday Dilemma
November 26, 2018 4;30 – 6:30pm – Edmonton, AB
Giving during the holidays has become the norm. So much so, that the charitable sector launches the Holiday Giving Season with #GivingTuesday. This interactive workshop for families and their advisors explores how you can be a strategic philanthropist as part of your one-off holiday charitable contributions.
Participants will leave with tools and resources to engage younger family members in creating a family giving portfolio.
This workshop is being hosted by Family Enterprise Exchange (FEX)- Edmonton Chapter.
Thank you to Akash Homes for hosting us in their new showhome!
4th Annual Capital for Cause
November 16, 2018 8;30am – noon – Calgary, AB
4th Annual Capital for Cause summit is a half-day event for impact investors, portfolio managers, family office executives and family foundation investment committee members. This year we are focusing on the role that platforms play in supporting impact investing efforts. We have also added a new component – the voice from our First Nations investment community.
The morning is broken into three segments – a keynote presentation followed by a panel discussion, ending with round-table deep dives with industry experts, family offices and impact investors. We believe that knowledge is best shared when different perspectives are brought together and welcome diverse opinions on this broad topic.
Keynote: Andreas Souvaliotis, CEO Carrot Rewards and co-Founder Green Rewards
Serial social entrepreneur Andreas Souvaliotis was the founder of the world’s first eco-rewards program and, more recently, the world’s first public wellness rewards initiative in partnership with the Government of Canada. He has been recognized globally for his achievements in influencing and rewarding behavior change on a mass scale. A prolific writer and public speaker, Andreas is a prominent Canadian thought leader and advocate for innovative approaches to social change, particularly in the areas of public health promotion, climate change awareness and citizenship.
Green Rewards was acquired by Airmiles and made into Air Miles for Social Change.
Panel: SVX, First Nations Bank of Canada, Thrive YYC Fund, Genus Capital, Active Impact Investments
Thank you to Hotel Blackfoot, REAP, Calgary Economic Development, SVX, Genus Capital and Active Impact Investments for their support of this event.
