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Transforming Family Foundation Board Practices & Culture

Family foundation governance – board practices and the culture they form – are the linchpin for principled, effective philanthropy. The need for more effective governance has taken on greater urgency in the face of societal challenges that call on grantmakers to be more aligned internally and collectively with partners and communities. This workshop is designed to help staff and board leaders collaborate to shift family foundation board practices and culture to deliver better stewardship and stronger partnerships. It’s co-presented by Grantmakers for Effective Organizations (GEO) and Giving Related, a research project sponsored by the National Center for Family Philanthropy Fellows Program. With the commitment to transform philanthropy, GEO has developed a learning initiative to support grantmakers who are exploring their governance practices, structure and culture as an important lever for change. Giving Related is exploring how giving families adopt/adapt useful governance habits to engage one another for more effective stewardship using field interviews with 30 family foundations. If you’ve been imagining new valued-aligned ways of working in service of your mission and are ready for a practical conversation about what it takes to change, this session is for you.

This workshop will be held at Philanthropy Southeast’s Annual Meeting. To attend, register here.

Speakers

Meghan Duffy

Meghan Duffy (she/her) is Executive Vice President at Grantmakers for Effective Organizations, a community of funders committed to transforming philanthropic culture and practice by connecting members to the resources and relationships needed to support thriving nonprofits and communities. GEO envisions courageous grantmakers working in service of nonprofits and communities to create a just, connected, and inclusive society where we can all thrive.

Working closely with the CEO and board, Meghan ensures that GEO has the strategies, systems and resources in place to achieve goals for content, programming, partnerships, communications and revenue. Meghan joined GEO in 2011 to steward the Scaling What Works initiative and has served in several roles since then, including Vice President of Programs. Meghan has over twenty years of experience advancing change in the philanthropic/nonprofit sector.

Prior to joining GEO, Meghan served as Director of Special Projects for San Diego Grantmakers (now Catalyst) and also served on several foundation grants committees. Before moving to California, Meghan was Development Director at a national nonprofit LGBT health organization. She has also worked in fundraising and outreach for the Victory Fund and the Feminist Majority Foundation, and as a consultant specializing in writing and research for several other community organizations. Additionally, Meghan has taught sociology and LGBT studies as an adjunct faculty member at the University of Maryland.

Meghan currently serves on the Fund the People Advisory Council and the LearnPhilanthropy Advisory Board. She earned a master’s in sociology at the University of California San Diego and holds a bachelor’s degree in English from the University of Maryland.

David Weitnauer

David Weitnauer launched the Giving Related research project in 2025 through a fellowship sponsored by the National Center for Family Philanthropy. The project was inspired by his belief in the importance of relationships in every context and especially family philanthropy.

He has been working with families since graduating seminary in 1986. He served in a variety of settings during his formal pastoral career including institutional chaplaincy, congregational ministry, and an ecumenical counseling center.

David’s experience with family philanthropy began in 1996 when he was asked to serve as a community trustee for a new family foundation. Following a period of board service, David became the part-time director in 1998. Two years later, he became the full-time Executive Director of Rockdale Foundation and for the next seven years worked to advance its founders’ divergent interests. David worked locally on public education reform. Internationally, he worked cross-culturally in 6 countries of a then-developing Arab microfinance industry. During this same period, he partnered with an ecumenical Seminary in Cuba to strengthen community services delivered by local churches in the absence of a non-profit sector.

In 2007, David became President of the R. Howard Dobbs, Jr. Foundation. He was charged with cultivating governance practices and operations in accordance with best practices, facilitation of an intergenerational board succession process (G2 to G3), and developing a focused approach to grantmaking that included proactive engagement. By 2023, five third-generation trustees were leading the Board in partnership with four community trustees. Priorities developed by trustees guided programmatic investments within three legacy areas. David facilitated the Foundation’s next gen program for 17 of its 23-year history. Most recently, he worked with the board on a two-year succession process prior to his retirement at the end of 2024.

While with Rockdale and Dobbs, he worked with partners to launch two non-profits that continue to thrive today, Sanabel Microfinance Network and One Hundred Miles, respectively. In partnership with the Southeastern Council of Foundations (now, Philanthropy Southeast), David teamed with colleagues to launch a state association of grantmakers, serving as its founding chair. He also contributed to the launch of the Georgia Social Impact Collaborative and co-led development of Stewards of the Georgia Coast, a donor affinity group that advances conservation philanthropy on behalf of Georgia’s internationally significant coast.

Board service includes One Hundred Miles and the Rockdale Foundation; David served previously on the boards of the National Center for Family Philanthropy, John H. and Wilhemina Harland Charitable Foundation, Georgia Social Impact Collaborative, Georgia Grantmakers Alliance, Philanthropy Southeast, Sanabel Microfinance Network, Agnes Scott College, and Columbia Theological Seminary. A 1982 graduate of Davidson College, David received his Master of Divinity in 1986 and his Doctor of Theology in 1997 from Columbia Theological Seminary.

He and his wife, Nancy, have two adult children and live in Decatur, Georgia.

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