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Christy Eckoff, Nicole Kyauk and Tony Macklin
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Keynote Session
Monday, April 30, 2018 | 4:35 PM

Navigating Family Philanthropy Trends and Transitions

Christy Eckoff, CAP®, CFRE, The Community Foundation for Greater Atlanta

Nicole Kyauk, CAP®, East Bay Community Foundation

Tony Macklin, CAP®Tony Macklin Consulting

Family foundations and funds serve two purposes – to fulfill a philanthropic mission and to keep family members connected to each other and family legacy. Fulfilling those intertwined purposes isn’t easy over time. Families’ goals inevitably evolve. And, initial decisions about giving vehicles, governance, family engagement, and operations often aren’t useful as new generations emerge.

 

Advisors of all types can help families more effectively prepare for, and be resilient through, those trends and changes. Community foundations are often a creative partner to other CAP® designees in that preparation. This discussion and interactive case study will provide context, effective practices, and real-life lessons learned to help you better meet your clients’ goals for multi-branch and multi-generation generosity. 

 

Attendees will : 

  1. Learn how to help families prepare for family transitions, including transitioning out founders and engaging the next generation.
  2. Understand technical and governance solutions to respond to changing trends in family engagement.
  3. Practice your new skills through an interactive case study.

   

Christy Eckoff, CAP®, CFRE, Director, Gift Planning, The Community Foundation for Greater Atlanta, Atlanta, GA

Christy Butler Eckoff is responsible for the Foundation’s comprehensive planned and major giving programs, Nonprofit Advantage Fund investment vehicle, asset-based giving, legal issues pertaining to charitable tax planning, funds, and agreements, and business development. Previously, Christy served as senior director of gift planning at Georgia State University. She is past-president of the Georgia Planned Giving Council, past-president of the Association of Fundraising Professionals (AFP) Greater Atlanta chapter and a member of the Atlanta Estate Planning Council, North Carolina bar and the Junior League of Atlanta. Christy is a board member of AdNet (the Advancement Network for Community Foundations) and the National Association of Charitable Gift Planners. Christy graduated from Duke University, earned her J.D. at the University of North Carolina at Chapel Hill and LL.M. in Taxation at the University of Washington. Christy is a CFRE Certified Fundraising Executive and a CAP® Chartered Advisor in Philanthropy.

 


Nicole Kyauk, CAP®, Senior Development Officer, East Bay Community Foundation, Oakland, CA

Nicole has expertise as a place-based grantmaker and trusted philanthropic advisor to individuals and their families. As a Senior Development Officer at the East Bay Community Foundation, she manages a $69M portfolio of donors who invest in nonprofits in the East Bay and beyond.  She advises individuals and multi-generational families in their philanthropy, helping them develop and implement their philanthropic investment strategies that align with their values.  She has also managed grantmaking portfolios on behalf of the foundation in early childhood, economic development and the arts.

She is a member of a local giving circle that invests in immigrant women and girls, is a member of Northern California Grantmakers as well as AAPIP and serves on the steering committee of Advisors in Philanthropy, San Francisco chapter.  She was appointed to the Funding Advisory Committee for the City of Oakland’s Cultural Arts Department.

Prior to joining the East Bay Community Foundation in 2008, she worked in the nonprofit and private sectors, including work in development and marketing for small and mid-sized nonprofits.

She holds B.A degrees in Communication and Sociology – Organizational Studies from University of California, Davis and an M.A in Public Administration from California State University, East Bay.  She is a Chartered Advisor in Philanthropy® and a Certified 21/64 trainer.

 


Tony Macklin, CAP®, Tony Macklin Consulting, Fort Wayne, IN

A Chartered Advisor in Philanthropy®, Tony consults with donor families, grantmakers, and their advisors and associations about purpose, use of resources, action planning, and learning. In four years executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing, grantmaking, trustee education, and operations for a multi-generation family. In twelve years and four roles at the Central Indiana Community Foundation, he led grantmaking and community change initiatives, advised generous entrepreneurs and families on philanthropic strategy, attracted $39 million in assets and co-investments, and co-founded a social enterprise. Based in Fort Wayne, IN, Tony is a Senior Advisor to the Impact Finance Center, Associate with Ekstrom Alley Clontz & Associates, and consultant with the National Center for Family Philanthropy’s community foundation network. He’s volunteered for more committees, task forces, and boards than he can remember.

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