Wednesday, Oct 24

7:00 a.m. - 7:00 p.m.
12:00 - 1:20 p.m.
Buffet Luncheon
1:30 - 1:40 p.m.
Welcome and Opening Comments

Adam Meyerson, President, The Philanthropy Roundtable

1:40 - 2:05 p.m.
Opening Plenary Session

How the Rebirth of Tribalism, Populism, Nationalism, and Identity Politics Is Destroying American Democracy

Jonah Goldberg, author of Suicide of the West: How the Rebirth of Tribalism, Populism, Nationalism, and Identity Politics Is Destroying American Democracy, highlighted the not-so-self-evident principles of our Declaration of Independence, the character of our Constitution, the extraordinary increase in material prosperity made possible by our free society, the power of our founding principles in overcoming slavery and discrimination, and the ideologies that are undermining the American democratic tradition. Mr. Goldberg holds the Asness Chair in Applied Liberty at the American Enterprise Institute and has been identified by The Atlantic as one of the top 50 political commentators in America.

  • Jonah Goldberg, Senior Editor, National Review

  • Adam Meyerson, President, The Philanthropy Roundtable (Introduction)

2:05 - 3:05 p.m.
Two-part Plenary

Forging Philanthropic Partnerships: Conversations with Rebecca Rimel and Brian Hooks

In an era dominated by vitriol and calumny, two of America’s most influential foundation CEOs described how they have forged philanthropic partnerships with other funders across the philosophical spectrum, including with each other. Lindsay Craig, president of the National Review Institute, led a conversation with Rebecca Rimel of The Pew Charitable Trusts about Pew’s achievements and priorities, its seminal leadership in polling, whether it is following donor intent, and its partnership strategy. Video producer John Papola, creator of the Keynes vs. Hayek rap battle, led a conversation with Brian Hooks of the Charles Koch Foundation about its university giving, its Stand Together anti-poverty initiative, and its partnerships with untraditional funding allies on issues such as criminal justice reform and First Amendment protection.  

2:05 - 2:35 p.m.

  • Rebecca W. Rimel, President and CEO, The Pew Charitable Trusts

  • Lindsay Young Craig, President, National Review Institute (Interviewer)

  • Adam Meyerson, President, The Philanthropy Roundtable (Emcee)


2:35 - 3:05 p.m.

  • Brian Hooks, President, Charles Koch Foundation

  • John Papola, CEO, Executive Creative Director, and Co-founder, Emergent Order (Interviewer)

  • Adam Meyerson, President, The Philanthropy Roundtable (Emcee)

3:10 - 3:40 p.m.
Talkback Sessions

An opportunity for extended discussion, questions, and answers with Jonah Goldberg, Brian Hooks, and Rebecca Rimel. 

3:45 - 5:00 p.m.
Concurrent Sessions

Left-Center-Right Philanthropic Collaboration in a Partisan Age

At Duke University’s North Carolina Leadership Forum civic, business, and political leaders with different perspectives engage in civil off-the-record debate. John Hood and Leslie Winner joined us to illustrate what philanthropists can accomplish when they find common ground. Last year’s focus: how can we enable more North Carolinians to earn enough to support their families? This year’s question: energy policy. Funders in other states can explore similar series of civil debates on the great issues of our time. Daniel Stid joined the conversation to chronicle the William and Flora Hewlett Foundation’s $150 million “Madison Initiative” to foster bipartisan problem-solving in Congress. Hewlett’s trans-ideological funding partnerships include support for the Federalist Society’s “Article I” initiative to examine and restore the constitutional responsibilities of Congress, Yuval Levin’s National Affairs journal, and experiments with ranked choice voting.

  • John Hood, President, John William Pope Foundation

  • Daniel Stid, Director, Madison Initiative, William and Flora Hewlett Foundation

  • Leslie J. Winner, Former Executive Director, Z. Smith Reynolds Foundation and Co-chair, North Carolina Leadership Forum

  • Joe Goldman, President, Democracy Fund (Moderator)


New Pathways for Preparing the Teachers of Tomorrow

The stagnation and mediocrity within schools of education across the country have prompted complete overhauls of teacher preparation programs and exciting alternatives to the university model. As schools diversify, student and educator demographics shift, and district employment needs become more complex, teacher preparation programs must pivot from the status quo. What are examples of residencies as well as university programs that have completely retooled their approaches to better prepare teachers for the classroom? How are charter school networks taking the initiative in preparing educators in-house in a way that fits their school culture? During this breakout session, university leaders, educators, and policy experts covered the evolution of teacher preparation in America, and new opportunities for donors to help satisfy human capital demands that serve today’s students.

  • Liesel Anthony, Managing Director, The Education Institute, Success Academy Charter Schools

  • Kenith C. Britt, Senior Vice President and Dean, Fred S. Klipsch Educators College, Marian University 

  • Patrick Riccards, Chief Communications and Strategy Officer, Woodrow Wilson National Fellowship Foundation

  • Tara Scarlett, President and CEO, Scarlett Family Foundation (Moderator)


Your Foundation's 990-PF: Mistakes You Don't Want to Make

It’s no secret that your foundation’s form 990-PF is a public document and provides information about your grantmaking, governance practices, investment portfolio, and financial operations. Is your 990-PF telling the right story? In this session, Tom Blaney of PKF O’Connor Davies identified the “red flags” that can result in negative perceptions of your philanthropy.

  • Thomas F. Blaney, Partner and Director of the Private Foundation Practice, PKF O'Connor Davies

  • John Tyler, General Counsel, Corporate Secretary, and Chief Ethics Officer, Ewing Marian Kauffman Foundation (Introduction)


The Federalist Society as a Model

Colleges and universities in the U.S. raised $43.6 billion in charitable contributions in 2017. Yet higher education donors frequently question whether their generous gifts are making a difference in improving campus culture and protecting intellectual diversity. This session highlighted the Federalist Society, the Adam Smith Society, and the Alexander Hamilton Society, three chapter-based organizations that are changing the climate on our nation’s campuses by fostering robust debate and building student leaders committed to constitutional principles, economic freedom, and a strong national defense.

  • Vanessa Mendoza, Executive Vice President, Manhattan Institute for Policy Research

  • Eugene B. Meyer, President, Federalist Society

  • Gabriel Scheinmann, Executive Director, Alexander Hamilton Society

  • Richard W. Graber, President and CEO, The Lynde and Harry Bradley Foundation (Moderator

6:00 - 7:00 p.m.
Evening Reception
7:00 - 8:45 p.m.

What Washington Can Learn from the States

Brooke Leslie Rollins, mother of four, world champion wild hog catcher, and self-proclaimed daughter of Texas, left her post as president of the Texas Public Policy Foundation (TPPF) to answer the call of the White House to serve as assistant to the president in the Office of American Innovation. Through her leadership, TPPF has grown into the largest free-market state-based think tank, committed to limited government, states’ rights, cutting taxes, and providing opportunities for all. She strongly believes that freedom works and is bringing proof and lessons from the Lone Star State to D.C. During this dinner discussion, Ms. Rollins illuminated what Washington can learn from the states, and how we can follow the example of Texas and other states to make the entire country a better place.

  • Brooke Leslie Rollins, Assistant to the President for Strategic Initiatives and Director of the Office of American Innovation, The White House

  • Ryan Haggerty, Investment Manager, Bert Fields Jr. Family Office (Introduction)

  • Steve Moore, Executive Director, M. J. Murdock Charitable Trust (Emcee and Invocation)

Thursday, Oct 25

6:00 - 7:00 a.m.
Workout with InnerCity Weightlifting

Attendees joined us for an early-morning workout with InnerCity Weightlifting, a Boston-based nonprofit that uses exercise to reduce violence among proven-risk youth. InnerCity Weightlifting (ICW) connects young people with new opportunities, including meaningful career tracks in and beyond personal fitness. ICW provides a positive community where students feel accepted and gain a sense of hope for the future. Students get to see the world – and be seen by it – in a remarkably new way, paving a path for sustainable and systemic change. During this workout, trainers demonstrated exercise techniques while sharing their story of how ICW changes bodies and lives.

7:00 a.m. - 7:00 p.m.
7:30 - 8:45 a.m.
Breakfast Buffet
8:45 - 9:00 a.m.
9:00 - 10:00 a.m.
Morning Plenary Session

The Future of Work in an Age of Artificial Intelligence

When they hear about artificial intelligence, many Americans picture a dystopian society where one day they are stripped of their employee ID badge as a robot glides into the room to take over their post. As they solemnly drive home, unsure of their future with no roadmap for rejoining the workforce, they glance over their shoulder to see a driver-less car cruising by, leaving them in the dust. Andrew McAfee, however, sees a future of digitally-powered opportunities. There is little question that disruption is occurring: jobs will be created, jobs will be lost, but the result does not need to be hopelessness. McAfee, a best-selling author and one of the world’s leading authorities on the future of work in an age of artificial intelligence, believes that institutions that embrace trends while combining the strengths of technology and humanity, will be able to harness their digital futures, create new kinds of jobs, spur entrepreneurship, and thrive.

  • Andrew McAfee, Co-founder and Co-director, Initiative on the Digital Economy, and Principal Research Scientist, Sloan School of Management, MIT

  • David O. Egner, President and CEO, Ralph C. Wilson Jr. Foundation (Introduction


10:00 - 10:30 a.m.
Networking Break
10:30 - 11:45 a.m.
Concurrent Sessions

Disruptive Technology: Preparing a Ready Workforce

Predictions about the future of work are varied and far-reaching. Where some see the end of work, others see unprecedented opportunities to rethink our relationship to work. These speakers detailed the kinds of disruptions we are seeing in the labor market and how philanthropy can best prepare people to thrive among the changes. Together they answered the question, “What are some of the best ways to ‘future-proof’ the workforce?”

  • Oren Cass, Senior Fellow, Manhattan Institute for Policy Research

  • Mauricio Ferrazza, Chairperson, Miami Animation & Gaming International Complex and President, MIA Animation

  • Kathleen A. Plinske, Executive Vice President and Provost, Valencia College

  • Matt Sigelman, CEO, Burning Glass Technologies (Moderator)


One Size Does Not Fit All: How Educational Pluralism Strengthens Democracy

Education as a public good has been enshrined in state constitutions, task force reports, and monumental court cases such as Brown v. Board of Education. Since America’s founding, public education delivery has morphed into the system we know today as clunky, top-down, and monotonous. During this discussion, panelists delved into the benefits of independent schooling options and unique curricula, and how a wholly new school delivery structure and understanding of public education in America can produce knowledgeable citizens who are civically engaged and prepared for life beyond the classroom.

  • Derrell Bradford, Executive Vice President, 50CAN

  • J. Roberto Gutierrez, Founder and President, Latino Educational Equity Partnerships

  • Robert Pondiscio, Senior Fellow and Vice President for External Affairs, The Fordham Institute

  • Ashley Berner, Deputy Director of the Institute for Education Policy and Assistant Professor, Johns Hopkins University (Moderator)


Using Donor-advised Funds to Protect and Enhance Your Philanthropic Mission

Donor-advised funds (DAFs) are the fastest-growing philanthropic vehicles in the U.S., yet they are still misunderstood and attacked by critics who argue that they are “distorting philanthropy.” In this session, three DAF experts discussed how savvy donors – individuals and private foundations alike – are utilizing donor-advised funds to advance their philanthropic missions by protecting donor intent and donor privacy, and by increasing their grantmaking efficiency and effectiveness.

  • Lawson Bader, President and CEO, DonorsTrust

  • Sean Parnell, Vice President of Public Policy, The Philanthropy Roundtable

  • Steven M. Woolf, Senior Tax Policy Counsel, Jewish Federations of North America

  • David J. Scullin, President and CEO, Communities Foundation of Texas (Moderator)


Boosting Cultural Habits that Promote Human and Societal Flourishing

Social science research continues to show strong families and faith practices are the two most powerful ingredients for building social capital, boosting economic mobility,
and providing meaning and purpose in life. This same data shows that crime,
multi-generational poverty, and other pathologies are driven less by economic forces than by destructive social and cultural norms. The Culture of Freedom Initiative (COFI), a donor-led experiment organized by The Philanthropy Roundtable, has sought to identify replicable, city-wide strategies to boost healthy faith and family outcomes. These donor-driven strategies are ready to be replicated and deployed in a city or town near you. We heard from a project leader who, according to preliminary findings, has helped produce a major reduction in divorce in Jacksonville. We also heard from a ministry leader who worked with leading pastors to produce sustained increases in their membership year over year. Both these leaders leveraged COFI-provided data tools and resources to strengthen outcomes in their communities.

  • J.P. De Gance, Executive Vice President, The Philanthropy Roundtable

  • Dennis Stoica, Board Chair, Live the Life

  • Dave Travis, Senior Consultant, Leadership Network

12:00 - 1:45 p.m.
Presentation of William E. Simon Prize for Philanthropic Leadership

Attendees gathered for a celebratory luncheon honoring Paul Singer, recipient of the 2018 William E. Simon Prize for Philanthropic Leadership. Founder of Elliott Management Corporation, one of the oldest and most successful hedge funds on Wall Street, Mr. Singer focuses his giving attention on public policy, including the rule of law and Constitutional issues that affect democracy and freedom; various Jewish causes, particularly as they relate to Israel's economic stability and prosperity; and education and free speech on campuses. A signatory of the Giving Pledge, he also understands that philanthropy is not always financial. He continues to take active leadership roles and invest his personal time, energy, and expertise to ensure that his commitments have tremendous impact. Roger Hertog, a former Simon Prize winner, interviewed Mr. Singer to learn more about his foundation’s work and how he has translated his passions into tangible results.

  • Paul E. Singer, Founder, President, Co-CEO, and Co-CIO, Elliott Management Corporation

  • William E. Simon Jr., Co-chairman, William E. Simon Foundation (Emcee)

  • Roger Hertog, President, The Hertog Foundation (Interviewer)

2:00 - 3:15 p.m.
Concurrent Sessions

From Start Ups to Scale Ups: How Can Philanthropy Nurture High-growth Entrepreneurial Ventures?

Miami leads the nation in the number of new startups but ranks low in the number of high-growth firms, the important drivers of jobs, output, and productivity. Community partners, including Endeavor Miami, Venture Hive, and area colleges are ramping up entrepreneurship programs and investing in the talent pipeline to address this disparity. How can philanthropy effectively invest in a strong regional entrepreneurial culture? What is working and what is still needed to access the talent, capital, and markets needed to attract, nurture, propel, and sustain a vibrant entrepreneurial economy? 

  • Susan Amat, Founder and CEO, Venture Hive

  • Romi Bhatia, Executive Director, Idea Center, Miami Dade College

  • Rebecca Danta, Managing Director, Miami Angels

  • Raul Moas, Miami Program Director, John S. and James L. Knight Foundation (Moderator)


How Much Is Too Much Screen Time in Today's Classrooms?

In the business world, technological advancements have enabled greater efficiency, information-sharing, and overall prosperity, but questions persist as to whether these types of benefits have extended to the classroom. Does greater connectivity and screen time, when used effectively, have the power to unlock student potential? Is there still something to be said for developing student agency and development through human interaction? During this debate, the two camps discussed the role of technology at both the personalized and school design levels, and the implications for student learning. 

  • Stephanie Saroki de Garcia, Co-founder and Managing Director, Seton Education Partners

  • Naomi Schaefer Riley, Visiting Fellow, American Enterprise Institute

  • Daniel Scoggin, Co-founder, Great Hearts Academies and President, Great Hearts Texas

  • Tom Vander Ark, CEO and Partner, Getting Smart

  • Martin West, Editor-in-Chief, Education Next (Moderator)


Dramatic Innovations in Medical Education

The Flexner Report, published in 1910 by the Carnegie Foundation, ushered in the modern medical school and is counted among the greatest of philanthropic achievements. Over a century later, the medical school model championed by this influential report needs updating. Big data and sophisticated algorithms can sometimes tackle the complexity of modern medicine better than the best-educated doctors. More than book smarts, strong leadership skills are needed to inspire the multi-disciplinary workforce of the future. In this session, attendees learned more about the kinds of innovations we are seeing in medical education and how philanthropy can best equip our medical schools to prepare America’s future doctors.

  • Holly J. Humphrey, M.D., President, Josiah Macy Jr. Foundation

  • John R. Raymond Sr., M.D., President and CEO, Medical College of Wisconsin

  • Gerald R. Solomon, Executive Director, Samueli Foundation

  • James C. Rahn, President, Kern Family Foundation (Moderator)


A Festivus Miracle: Getting Beyond the Airing of Grievances 

Festivus comes early this year! We celebrated the Seinfeld faux-holiday with the traditional Airing of Grievances. Gathered around the Festivus pole, foundations shared their frustrations with their grantees and nonprofit leaders admitting their gripes with their foundation counterparts. Then, we presented the Feats of Strength as we wrestled with the hurdles on the road to healthy partnerships. Attendees joined this conversation about overcoming obstacles to ensure the philanthropic relationship is rewarding and change-producing for grantor and grantee alike.

  • Peter Bird, President and CEO, Frist Foundation

  • Linda Childears, President and CEO, Daniels Fund

  • Ann C. Fitzgerald, President, A.C. Fitzgerald & Associates

  • Melissa Mann, Director of Partnerships, Atlas Network

  • Peter A. Lipsett, Director of Growth Strategies, DonorsTrust (Moderator)

3:15 - 3:45 p.m.
Networking Break
3:45 - 4:45 p.m.
Special Sessions

The Future of the First Amendment

Today’s young people will shape the future of free expression and the First Amendment in the U.S. As an organization fundamentally committed to the First Amendment, the John S. and James L. Knight Foundation regularly surveys high school and college students on the issue of free speech. In recent years, these surveys have showed a marked shift in how young people weigh the trade-offs associated with different forms of expression and the impact of digital forms of expression and communication. Sam Gill of the Knight Foundation analyzed these findings and what they mean for the future of campus expression.

  • Sam Gill, Vice President of Communities and Impact and Senior Adviser to the President, John S. and James L. Knight Foundation


How Client Feedback Can Improve Philanthropy

Many nonprofits and foundations are overlooking a critical source of insight into the relevance and impact of their work – the people they ultimately seek to help. Is the work we’re supporting meeting their needs and making a positive difference in their lives? This session offered an inside look at Listen for Good, a national partnership of almost 100 funders and over 200 nonprofits that is adapting a private sector tool to create simple, systematic, and rigorous feedback loops in the social sector. Attendees heard about how giving, collecting, using, and sharing beneficiary feedback data is informing, changing, and improving the way nonprofits and foundations do business and impact people’s lives.

  • Lissette Rodriguez, Vice President, Chief Program Officer, Edna McConnell Clark Foundation

  • Rick Moyers, Communications Director, Fund for Shared Insight

4:45 - 6:00 p.m.
6:00 - 8:00 p.m.
Reception and Dinner

Attendees gathered in two beautiful historic ballrooms for a reception and dinner to unpack the content from the day. Later, they tuned in to hear how philanthropists can shape the rising generation of voters and achieve common ground with young Americans as Kristen Soltis Anderson took the stage. A pollster, political analyst, and author of The Selfie Vote: Where Millennials Are Leading America (And How Republicans Can Keep Up), Ms. Anderson briefly shared her insights on what young voters are thinking today and what that means for the future of political parties, and America as a whole. Following dinner, attendees met for coffee and dessert during one of four author salons.

  • Kristen Soltis Anderson, Co-founder, Echelon Insights

  • Sandra Swirski, Executive Director, Alliance for Charitable Reform (Introduction)

  • Daniel Peters, President, Lovett and Ruth Peters Foundation (Emcee)

8:00 - 9:00 p.m.
Evening Salons

The Coddling of the American Mind

Greg Lukianoff, attorney and Foundation for Individual Rights in Education president, illuminated the cultural consequences when universities protect students from language and content they deem “uncomfortable” through the use of trigger warnings and safe spaces on campus. An advocate for academic and speech freedom, Mr. Lukianoff discussed his latest book, The Coddling of the American Mind, co-authored with Jonathan Haidt, which details the dangers of parents and university administrators coddling the psyches of young adults. He argued that this produces a self-fulfilling prophecy: students will grow more fragile in an effort to protect their minds.

  • Greg Lukianoff, President, Foundation for Individual Rights in Education


Melting Pot or Civil War?

A son of immigrants, National Review Executive Editor Reihan Salam makes the case against uncontrolled immigration in his new book Melting Pot or Civil War? A Son of Immigrants Makes the Case Against Open Borders. Mr. Salam contended that current immigration laws exacerbate inequality and deepen political divides between native and foreign-born populations. Rejecting both militant multiculturalism and white identity politics, he argued that limiting total immigration and favoring skilled immigrants will combat rising inequality, balance diversity with assimilation, and foster a new nationalism that puts the interests of all Americans—native-born and foreign-born—first. Over an intimate gathering with dessert and coffee, Mr. Salam shared his analysis and answered questions.

  • Reihan Salam, Executive Editor, National Review and Policy Fellow, National Review Institute


16 Character Questions: An Organizational Guide for Great Character Formation

In a culture that promotes “I” before “we” and pleasure before purpose, it is widely agreed that our country is in need of a character renaissance. While the world is full of organizations that seek to transform character and improve lives, how can you tell which ones are successful and which ones aren’t? Anne Snyder, director of The Philanthropy Roundtable’s Character Initiative, and author of a forthcoming Roundtable guidebook on this subject, guided attendees through 16 questions they can use as a compass to make these judgment calls.

  • Anne Snyder, Director, Character Initiative, The Philanthropy Roundtable


The Brothers Tappan

New York City’s Tappan brothers were the most important 19th-century philanthropists you’ve never heard of. They were inventive entrepreneurs, serious evangelical Christians, reverse tithers who often gave away 90 percent of their income, and among the most potent drivers of culture change ever to operate in America. To bring these crucial forgotten men back to life, Karl Zinsmeister has written what may be the world’s first historical novel about donors and real-life philanthropy. Attendees got a sneak peek of this unusual book, which will be published in 2019. Mr. Zinsmeister described where his tale came from and shared select episodes from the story. Over dessert, he detailed why the narrative will be useful to modern philanthropists—and all Americans.

  • Karl Zinsmeister, Vice President of Publications, The Philanthropy Roundtable

Friday, Oct 26

7:00 a.m. - 2:00 p.m.
7:45 - 8:45 a.m.
Breakfast Roundtable Discussions

After the Storm: Lessons in Post-disaster Philanthropy

  • Lisa Hall, Houston Endowment

Challenges and Opportunities in Rural Philanthropy

  • Sandra Borges, PY Foundation 

Cops + Nerds: Using Technology and Real-time Data Analysis to Help Police Reduce Violent Crime 

  • Cason Carter, Citadel

A Framework to Help Military Families Succeed in Your State

  • Bryan Madden, J.A. & Kathryn Albertson Foundation

Free to Choose Medicine: Better Drugs Sooner at Lower Cost

  • Bartley J. Madden, Bartley J. Madden Foundation

Fresh Food Farmacy: Food as Medicine

  • Andrea Feinberg, Geisinger Health

The Most Promising Opportunities for School Choice in 2019

  • Amy Allred, William E. Simon Foundation

  • Sara Snider, William E. Simon Foundation

  • Brittany Vessely, Catholic Education Partners

Is Now the Time for a 5 Percent Minimum Payout for DAFs?

  • Sandra Swirski, Alliance for Charitable Reform

An Ounce of Prevention: The Long-Term Challenge of Donor Intent

  • Tom Riley, Connelly Foundation

  • John Rohe, Colcom Foundation

The Perils of ESG (Environmental, Social, Governance) Investing

  • James Higgins, Randolph Foundation

Preventing the Next Dust Bowl by Strengthening the Biological Basis of Soil

  • Bill Buckner, Samuel Roberts Noble Foundation

Pros and Cons of Archiving Foundation Records

  • Joanne Florino, The Philanthropy Roundtable 

Public Benefit Corporations: The Pluses and Minuses

  • Ed Kacic, Irvine Health Foundation

Why I Concluded That the Future of Liberty Starts with Toddlers (Not Universities) and What I Am Doing About It

  • Daniel Shuchman, Let Grow

8:45 - 9:00 a.m.
9:00 - 10:20 a.m.
Morning Plenary

9:00 - 9:40 a.m.

The Digital Transformation of Healthcare and Its Implications for Philanthropy

Digital health attracts billions of dollars in venture capital for its promise to transform health care delivery. Thomas Insel of Mindstrong Health developed technology that detects the onset of mental deterioration with a few swipes of a smart phone. Consumer-based technologies like these can foster long-held goals pertaining to patient empowerment, access, and costs. In this session, Dr. Insel outlined how we can tap into the power of digital health to improve health, and what implications there are for philanthropy.

  • Thomas R. Insel, M.D., Co-founder and President, Mindstrong Health 

  • Matt Vogl, Executive Director, National Mental Health Innovation Center (Interviewer)

  • Eugene Cochrane, Interim CEO, Council on Foundations (Emcee)


9:40 - 10:20 a.m.

The Reinvention of the Hospital

Scranton, Pennsylvania — a former iron and coal town in the heart of America’s rust belt — may be best known as the setting of NBC's The Office. It is also home to Geisinger, one of the country’s most innovative health care systems. Dr. David Feinberg left Southern California to accept the top job at Geisinger because he believes our most pressing health care problems can be solved in Everytown, USA. Dr. Feinberg is launching the initiative Springboard Healthy Scranton, which he believes can become a national model. Through the goal of coordinating all community resources to eliminate preventable chronic disease, they are empowering patients to be well. Dr. Feinberg believes most our health care problems could be solved, and half our hospitals closed, if Americans practiced healthier living, and is rooting for the wellbeing of his patients and neighbors, even if this means entrenched legacy hospital systems must fall away or evolve. Attendees learned how Springboard Healthy Scranton is improving community connectedness, enlisting individuals to promote health in their own families, and coaching people in the habits of long-term resilience.

  • David Feinberg, M.D., President and CEO, Geisinger 

  • Eugene Cochrane, Interim CEO, Council on Foundations  (Emcee)

    10:20 - 10:45 a.m.
    10:45 a.m. - 12:00 p.m.
    Concurrent Sessions

    Where Have All the Givers Gone?

    The percentage of Americans who give to charity has fallen by nearly 11 percentage points since the early 2000s, according to data from Indiana University’s Philanthropy Panel Study. The total dollar amount donated to charity has remained consistent over time, but the number of givers has decreased. Ryan Streeter of AEI, Una Osili of the Indiana University Lilly Family School of Philanthropy, and Victoria Vrana of the Bill & Melinda Gates Foundation analyzed this data, summarized the dangers of this decline, and illustrated how philanthropists can help increase charitable giving at all income levels.

    • Ryan Streeter, Director of Domestic Policy Studies, American Enterprise Institute

    • Una O. Osili, Associate Dean for Research and International Programs, Indiana University Lilly Family School of Philanthropy

    • Victoria Vrana, Bill & Melinda Gates Foundation 

    • Mason Rummel, President and CEO, James Graham Brown Foundation (Moderator)


    Resiliency Strategies for Mental Health

    Second chances are essential to America’s meritocratic values. For the homeless, incarcerated, and chronically unemployed, the barrier to a second chance is often emotional wellbeing. In this session, two acclaimed social entrepreneurs presented their efforts to instill resilience and executive function to disadvantaged populations. Their success stories demonstrate the power of the human spirit to overcome the most difficult of experiences, including mental illness, substance abuse, and ongoing family trauma. Attendees learned how these successful models be replicated, and what can philanthropists do to help.

    • Alan Glaseroff, M.D., Adjunct Professor, Medicine, Stanford University

    • Leon Evans, Consultant, Evans Three Bears Consulting

    • Andy Keller, President and CEO, The Meadows Mental Health Policy Institute (Moderator)


    Do Minimum Wage Increases Help or Hurt Upward Mobility?

    Mandatory minimum wage increases are being implemented in at least 18 states and 20 cities this year, as a highly-polarized debate continues to rage about the real impact these policies achieve. Saru Jayaraman of the Restaurant Opportunities Centers United and University of California, Berkeley is one of the key leaders in pushing for the $15 minimum wage and the end to a sub-minimum wage for tipped workers. Meanwhile, the Employment Policies Institute’s Michael Saltsman believes that these policies lead to fewer jobs, fewer hours, and fewer hires. Maria Kim of Cara Chicago took the middle ground, that while higher wages are ideal, she is sensitive to the financial constraints of employers. This lively discussion offered contrasting viewpoints on alternative wage policies, worker dignity, upward mobility, and workplace dynamics.

    • Saru Jayaraman, President, Restaurant Opportunities Centers United and Director, Food Labor Research Center, UC Berkeley 

    • Maria Kim, President and CEO, Cara Chicago

    • Michael Saltsman, Managing Director, Employment Policies Institute and Senior Vice President, Berman and Company

    • Tarren Bragdon, President and CEO, Foundation for Government Accountability (Moderator)


    Strengthening Historically Black Colleges and Universities

    From John D. Rockefeller’s support for Morehouse University and Spelman College, to Julius Rosenwald’s partnership with the Tuskegee Institute, to the Duke Endowment’s awards of over $100 million to Johnson C. Smith University since 1924, to Robert Smith’s $48 million scholarship fund for African American students pursuing STEM careers, private philanthropy has been crucial to the growth and flourishing of Historically Black Colleges and Universities (HBCUs). This session described the work of two major transformational grants to leadership organizations serving HBCUs: a $26 million grant by the Charles Koch Foundation and Koch Industries to the Thurgood Marshall College Fund that has led to the establishment of cutting-edge research centers on economic mobility, educational opportunity, and criminal justice; and a $50 million grant by the Lilly Endowment to the United Negro College Fund to establish the UNCF Career Pathways Initiative, which aims to increase the employment rate of HBCU graduates by 15 percent over seven years.

    • Gerard Robinson, Executive Director, Center for Advancing Opportunity

    • Edward Smith-Lewis, Director, UNCF Career Pathways Initiative

    • Katherine Haley, Senior Director, K-12 Education Programs, The Philanthropy Roundtable (Moderator)

    12:00 - 12:15 p.m.
    12:15 - 2:00 p.m.
    Closing Luncheon

    Patriotic Philanthropy: A Conversation with David Rubenstein

    You know him as an interviewer on “The David Rubenstein Show: Peer to Peer Conversations.” Here, the interviewer became the interviewee as David Rubenstein sat down with the National Constitution Center’s president and CEO Jeffrey Rosen to answer questions about his own philanthropy. The billionaire co-founder and co-executive chairman of The Carlyle Group credits much of his success to growing up in the U.S. and has made it a personal mission to repay the country for the opportunities it has provided him. He discussed his “patriotic philanthropy” – a term he coined to describe his contributions to historical preservation. His efforts include donations to George Washington's Mount Vernon, Thomas Jefferson's Monticello, James Madison’s Montpelier, the Lincoln Memorial, the repair of the Washington Monument, and a permanent loan of his copy of the Magna Carta to the National Archives. While Mr. Rubenstein regularly interviews leaders with some of the world’s most successful companies, it is rare that he answers questions himself. It was a can't-miss session!

    • David M. Rubenstein, Co-founder and Co-executive Chairman, The Carlyle Group

    • Jeffrey Rosen, President and CEO, National Constitution Center (Interviewer)

    2:00 p.m.
    Closing Remarks

    Annual Meeting programming concludes

    Adam Meyerson, President, The Philanthropy Roundtable

    2:15 - 8:30 p.m.