DESCRIPTION:
Hosted by:
Oregon Community Foundation & The National Center for Family Philanthropy (NCFP)
The health of a family is often defined by its culture. Creating connections, positive relationships, and a lifetime of closeness takes ongoing effort and reflection. The Andrus and Forbes families have for many years been thoughtful about traditions, systems, cycles, and family governance. Learn more about their stories in our recent Passages Issue Brief, “Family Culture: Creating a Resilient Family Tree”, and join this special webinar featuring multigenerational family examples for how to create a vibrant family culture that allows your family giving to flourish.
Featured speakers
Jamie Forbes grew up in an old New England family imbued with a strong sense of belonging, good fortune and a clear understanding that with privilege comes responsibility. This experience taught him the importance of family culture, tradition, mentoring and stewardship.
Philanthropy has deep roots in his family history, and yet Jamie identified early on that there was limited training around how to give, what to give, and how to evaluate the societal impact of giving. He longed for coaching and mentoring, and today he gets great satisfaction from the coaching and mentoring that comes with this work.
Before Forbes Legacy Advisors, Jamie founded a management consulting group with several partners. Opus Advisors focuses on expanding the capacity of nonprofit organizations. During his tenure at Opus Advisors, Jamie launched their philanthropy advising division, serving both families and businesses to get the greatest impact from their giving. He has also coached and mentored his own children in their giving, including helping them raise funds and donate books to establish a library for an elementary school on the Caribbean Island of Dominica. Jamie is particularly passionate about helping people discover how to combine what they love and how to give.
Kelly Nowlin, a fifth generation member of the Andrus family, was elected as a Surdna Foundation trustee in 2010. She chairs the committees of the Andrus Family Program (AFP) and Centennial Working Group. As chair of the AFP, Kelly is responsible for outreach to, and engagement of the more than 400 living descendants of Surdna founding patriarch, John E. Andrus. Her responsibilities as chair also include identifying opportunities to collaborate with like-minded family foundations. Kelly is guiding the development of activities marking Surdna’s 100th anniversary. Prior to her board service at Surdna, Kelly was a founding board member of the Andrus Family Fund (AFF), an independent grantmaker launched by Surdna in 2000 as a grantmaking fund for fifth generation family members. She helped develop the fund, including program areas, governance and bylaws, mission and strategic vision, and committees of the board. Kelly served as Vice Chair, then Co-Chair for four years of her seven year term.
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