Executive Director Institute
This 4-month bootcamp for philanthropy executives provides targeted technical and experiential education to empower key donor staff to deploy dollars quickly and with confidence into high impact nonprofits and social enterprises.
Join Us
Are you newly charged with advising donors and managing charitable giving, maybe even setting up or professionalizing a private foundation?
Do you find yourself in a trusted position with your principals, but want to expand your skills, knowledge, and tactics to drive even greater impact?
Consider joining a cohort of similarly situated peers in this new professional development opportunity.
Is this Program Right for You?
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Your donor has the potential for significant philanthropic giving
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You have limited experience on the giving side of organized philanthropy, though you may have a long track record working with your principals or running an operating charity
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You are the first, or one of the first, professional or full-time staff members working on the philanthropic giving for this donor or foundation
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You want to explore and understand innovative examples of philanthropy to “expand your toolbox”
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Your primary funding source is based in the United States (as laws governing philanthropic vehicles are different in other countries)
Luna Rey, Managing Director of the Novum Foundation
“I am so grateful to have had Stefanie’s guidance and counsel as I assumed the role of managing director and helped establish and launch the Novum Foundation. She educated both me and the new-to-private-foundations board about best practices, important considerations, governance, and IRS compliance and provided tons of resources to which I have referred regularly. I really appreciated Stefanie’s approach: our work sessions were organized and structured so that she could walk me through specific topics while also creating space for my questions and to consider the practical and immediate implications of what I was learning. She was a supportive, enthusiastic coach and also impressed our board of directors with her depth of knowledge, expertise, and charismatic presence.”
Katherine R., Trustee of a Dallas-based family foundation
“Sharon and Lexie recently helped my extended family re-organize our family foundation. They not only understood how to communicate well across three generations, but they also have in-depth knowledge of best practices, and an ability to brainstorm with all of us on how to make processes work for us. Highly recommend working with them.”
Learn More
Here you’ll find details about the program structure, costs and timeline
Tell us a little more about yourself and we’ll set up a conversation to explore whether the program is right for you.