How Family Business Leaders Can Help Drive Change

Whether you’re considering your career beyond the family business or adding philanthropy into the current mix, join us for a compelling discussion with Court and Robin Lorenzini, co-founders of The Lorenzini Family Foundation, along with Foundation Source’s National Director of Philanthropic Advisory Services, Elizabeth Wong and Family Business Magazine’s Publishing Director, David Shaw, for insights on what happens when you successfully transition beyond the business and channel that business energy to positively impact the community and your children.

Tuesday, November 30, 2021
2 PM ET | 11 AM PT
60 minutes

https://globalmeet.webcasts.com/starthere.jsp?ei=1513390&tp_key=b5763e2f37

As a business owner, you impact your employees, organization, and industry every day. But what if there was a way to extend that impact and drive change in your community and beyond?

With a private foundation, no matter the size, you can start making a difference today while building your personal legacy and creating a way to engage your family for generations to come.

In this webinar, you will learn:

• The advantages of formalized giving through a private foundation vs. individual charitable giving
• Opportunities of transitioning from leading a business to a foundation
• The benefits of incorporating family members and spouses into your philanthropic mission
• Insights on navigating the shift from corporate leader to philanthropist
• The integration of philanthropy in day-to-day work
• Lessons learned on the journey from the corporate world to the philanthropic world




 


Speakers

speaker-image
Court Lorenzini

Co-founder of The Lorenzini Family Foundation and Founding CEO of DocuSign

Mr. Lorenzini is the founder and CEO of multiple successful technology startups including DocuSign, Point.com, Primus BioVision and MetaBrite Inc. His latest venture, Founder Nexus, aims to radically increase the success rate of early stage startups, and his work with the Lorenzini Family Foundation is aggressively investing in building a stronger and more equitable society. Additionally, Mr. Lorenzini serves on the Boards of many early-stage companies across the US and UK as well as the United States Olympic and Paralympic Foundation, and is an active investor and advisor. Over his career, Mr. Lorenzini has raised over $300M in venture and strategic funding from leading corporations and venture capital funds. Prior to his entrepreneurial ventures, Mr. Lorenzini held senior management positions with Cisco Systems and KLA-Tencor, and spent three years running a technology business in Neuchatel, Switzerland. He holds a Bachelor of Science in Mechanical Engineering from Duke University and post graduate credentials from Stanford University, UC Berkeley and University of Wisconsin at Madison.

 

speaker-image
Robin Lorenzini

Co-founder of The Lorenzini Family Foundation

Robin Neff Lorenzini is the President of the Lorenzini Family Foundation. She completed graduate work in Organizational Behavior and worked at IMD in Lausanne, Switzerland. Her first entrance into philanthropic work was as a member of the original cohort in Social Venture Partners.
 
Following in that passion, Robin became an experienced philanthropist and investor specializing in making connections that build community and improve female and non-binary run businesses. Additionally, she’s helped to create an internship program with Female Founders Alliance which paired college women who lost their internships with FFA companies.
 
Robin and her husband Court co-founded Duke Technology Scholars Seattle and leads their Alumnae Network. They sit on the Board of the United States Olympic and Paralympic Foundation, and she’s also on the Board of the Anne Welsh McNulty Institute for Women's Leadership at Villanova University, the Board of The Duke Women's Impact Network and the Board of the Center for Voter Information.

Robin has three amazing daughters and is married to Court Lorenzini ME '87.

 

speaker-image
Elizabeth Wong

National Director of Philanthropic Advisory Services at Foundation Source

Elizabeth Wong is the National Director of Philanthropic Advisory Services at Foundation Source, the nation’s largest provider of comprehensive support services for private foundations. In this role she manages an experienced team of philanthropic directors and is a member of the company’s management team.
 
With more than 25 years of experience in the philanthropic sector, Elizabeth is responsible for setting strategy for the company’s philanthropic advisory services and leads custom pricing and revenue generation opportunities for the team. While overseeing the delivery of advisory services across the company’s national client base, she also directly supports clients in the Western region of the country by helping them accomplish their philanthropic goals through a variety of methods. These include research, strategic planning, grantmaking and evaluations, governance, and family engagement. Before joining Foundation Source, Elizabeth established and ran an independent philanthropic consulting firm. Prior to that, she was a senior program officer at the Gates Foundation, managing a $90 million portfolio of Special Initiative and Family Interest grants. This included leading the foundation’s global education partnership with the William and Flora Hewlett Foundation QEDC Initiative.
 
Earlier in her career, Elizabeth was vice president at JP Morgan Private Bank Global Foundations Group, where she provided tailored grantmaking services to client foundations with assets of $25 million or more. She served as a program manager at the Aspen Institute Business and Society Program, and as a program officer at the New York-based United States-Japan Foundation. She began her career as a program coordinator with the Council on Foundations in Washington, D.C., one of the preeminent membership and service organizations serving U.S. private foundations.
She has an undergraduate degree from Columbia College and a master’s degree from the Harvard Graduate School of Education.
 
Elizabeth is passionate about philanthropy and the power of the social sector. She grew up in San Francisco, CA. She and her family live in Seattle, WA.
speaker-image
David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

  • No cost to attend.
  • Opportunity for questions and feedback.
  • All participants receive a copy of the webinar materials after the event.
  • All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
  • Unbiased third-party family business education.
  • 60 minutes -- maximum value for time.

Sponsor

Foundation Source