What Makes Family Foundations Successful? Good Governance, Ethical Practice, and Effective Grantmaking

What Makes Family Foundations Successful? Good Governance, Ethical Practice, and Effective Grantmaking
Melissa A. Berman, Jason Lilien, Gail Cohen (moderator)
Wed, October 11th, 2017 |
6:30 pm to 8:00 pm

The following program is offered by the New-York Historical Society’s Planned Giving Advisory Council


Through their philanthropy and family foundations, families aspire to achieve a lasting and positive impact on society, as well as to shape their legacy. Families’ resources extend well beyond money to include leadership and reputation, time and talent, passion and commitment. Good governance and ethical practice is critical to ensuring the success of a family foundation, preserving family harmony, and increasing its capacity for innovation for the purpose of improving life and the natural world. In an engaging conversation, experts will discuss governance requirements and pitfalls for family foundations, trustees’ fiduciary obligations, and effective grantmaking.

Melissa A. Berman is the founding President and CEO of Rockefeller Philanthropy Advisors, Inc. Jason Lilien co-chairs Loeb & Loeb’s Tax-Exempt Organizations Practice and was the Bureau Chief of the New York State Attorney General’s Charities Bureau. Gail Cohen (moderator) is Chairman and General Trust Counsel at Fiduciary Trust Company International.

Loeb & Loeb LLP has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of continuing legal education.

This CLE program is both transactional and non-transactional: It is appropriate for both newly admitted and experienced attorneys admitted to practice in New York State.
1.5 CLE credits (including .5 ethics credit) will be awarded for the 90-minute program.


The Robert H. Smith Auditorium at the New-York Historical Society, 170 Central Park West, New York, NY 10024


Admission is free; advance reservations are required to guarantee seating.

Online: Click on the orange “Reserve Now” button at the top of this page.
By phone: Please contact our administrative office at at (212) 873-3400 x366.

Creative: Tronvig Group