Funders have power. Even with the best of intentions, all too often funders cross the power boundaries in relations with their grantees and clients, and even with their fellow trustees.  Some of these limits are legal, some are ethical, and some are set by best practices in the field. And, to make it even more complicated, foundations and philanthropists are increasingly asked to consider how assertive to be in the future of their non-profit grantees and what role social justice should play in their decision making and funding priorities.  Since Estate Attorneys and Wealth Advisors often advise their clients on their clients' philanthropic behaviors, this is useful information often overlooked.  This will be an interactive session utilizing a number of mini-cases.

AiP Thanks Event Host
Isabel Miranda,
Pearlman & Miranda, LLC

About the presenter:
Professor Richard Marker
Co-Principal, Wise Philanthropy™
Philanthropy Educator: Wise Philanthropy Institute | NYU Academy for Grantmaking and Funder Education | University of Pennsylvania Center for High Impact Philanthropy

Richard Marker is a speaker, educator, writer, and advisor on philanthropy.

Since 2002, he has been co-principal of Wise Philanthropy™, a philanthropy advisory and education firm.The firm specializes in philanthropy strategy and evaluation with philanthropists, families, and foundations.He is also the founder of the NYU Academy for Grantmaking and Funder Education. TheNYU Academy is the oldest university program exclusively teaching philanthropists and foundation professionals. Since its inception in 2002, the NYU Academy has taught many hundreds of funders from 25 countries and throughout the United States.

Marker has lectured in 39 countries on 5 continents and in 40 of the United States, writes a popular blog "Wise Philanthropy”, and is the author of "Saying ‘Yes’ Wisely: Insights for the Thoughtful Philanthropist.”

In addition to his professional work, Marker has served in leadership roles on a wide variety of volunteer and foundation boards, including chair of 2 international, 1 national, and several locally based organizations. He has also served as a formal mentor for numerous organizations, and as an informal mentor to many in the philanthropy and social innovation spheres.

Marker has degrees from the University of Pennsylvania, the Jewish Theological Seminary, and Brown University. He is married to Mirele Goldsmith, PhD, a well-known environmentalist and expert in program evaluation. They are parents of Adam Marker, an attorney in Washington, DC.

This session offers 1 hour continuing education credit for the CFP, PACE (CAP)  and IMCA (CIMA, CIMC and CPWA) designations.

Event Schedule

8:00 am - Doors Open/Networking/Breakfast

8:30 am - Program Begins

9:15 am - Q&A

9:30 am - Program ends, Networking

10:00 am - fini