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Please note that this schedule, session descriptions, and speakers are subject to change as we continue to plan the event.
Thursday, October 20 • 2:30pm - 4:00pm
Understanding Your Philanthropic Purpose, Motivations, and Values

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For your philanthropy to be meaningful and effective, it is critical to align your reasons for giving with the needs of your community or area of focus. This interactive workshop is designed to guide families through initial conversations about purpose, motivations, and values, as well as lead families through the process of revisiting or refreshing their existing purpose and shared values. You will learn ways to connect these values with your community needs or a field you hope to support. Join this session to identify and define the “why” behind your philanthropy and the values that underpin your family’s collective giving effort. Learn how your purpose and values fit within the larger context of meaningful and effective family giving.

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Confirmed Speakers
avatar for Nancy Bacon

Nancy Bacon

CEO, Nancy Bacon Consulting LLC
Nancy Bacon is a teacher, instructional designer, and learning strategist who has worked for over 25 years in the nonprofit sector. She is CEO of Nancy Bacon Consulting LLC, an educational production company that works with nonprofits, associations, public agencies, and philanthropic... Read More →
avatar for Nadia Roumani

Nadia Roumani

Principal, Roumani Consulting LLC
Nadia is a social entrepreneur, educator, coach and consultant. She is passionate about developing a more equitable, creative, strategic, collaborative, and impactful social sector. She is the Co-founder and Senior Designer with Stanford’s Hasso Plattner Institute of Design’s... Read More →


Thursday October 20, 2022 2:30pm - 4:00pm PDT
French Room (Lobby Level)