TIFF & Prosek Partners Webinar: PR & Internal and External Communications for Nonprofits

TIFF hosted a webinar with Prosek Partners titled PR & Internal and External Communications for Nonprofits on November 4th.  During this 45-minute webinar, public relations and communications experts, Jennifer Prosek and Samantha Norquist discussed how nonprofits can effectively communicate their organization’s story, mission, values, and goals to retain talent and attract donors.

As the Managing Partner of Prosek Partners, frequent guest speaker, and author, Jen addressed communication and leadership best practices to drive engagement and how to maximize natural moments to create impact internally and externally, particularly in today’s post-Covid environment.  A Senior Vice President at Prosek, Sam shared direct experience and ideas about how organizations can leverage local media, digital channels, and other direct communication strategies to drive awareness to organizations and their missions.

Jess Portis, TIFF’s Head of Member Strategy, moderated the discussion.

You can view the webinar through the link below.

Webinar: PR & Internal and External Communications for Nonprofits

This webinar is for general informational purposes only and does not constitute an offer to sell nor a solicitation of an offer to buy securities. All expressions of opinion are subject to change.  Past performance does not guarantee future results.  All investments are subject to risk, including the possible loss of principal.

 

TIFF Webinar: Private Equity Education and Q&A with Williams College

TIFF hosted a webinar with Williams College titled Private Equity Education and Q&A on September 30th.   Chris Anderson, Brendon Parry, CFA, and Kevin O’Connell, CFA were joined by Julia Crosby, Managing Director, from the Williams College Investment Office.

The discussion included a review of key fundamental principles of private equity investing and why it remains an important component of endowment portfolio construction.  TIFF introduced a Private Equity Primer to provide information about Private Equity basics on the call.  You can access the Private Equity Primer here.

You can view the webinar through the link below.

Webinar: Private Equity Education and Q&A

Please note that this webinar has been edited from its original recording to shorten its length.  This webinar is for general informational purposes only and does not constitute an offer to sell nor a solicitation of an offer to buy securities. The asset classes discussed may not be suitable for all investors.  All expressions of opinion are subject to change.  Past performance does not guarantee future results.  All investments are subject to risk, including the possible loss of principal.

PANELISTS

JULIA T. CROSBY
Managing Director, Johnson, Williams College Investment Office
Julia Crosby serves as Managing Director, focusing on global public equity (long-only) and private equity (buyouts, venture capital, and real estate). Prior to joining the Investment Office in 2012, Ms. Crosby was a Research Consultant at NEPC, Private Equity Senior Manager at Alcatel-Lucent Investment Management Corporation, Vice President at Silicon Valley Bank, and Senior Associate at BancBoston Capital. Ms. Crosby holds a B.S. in Business Administration from Babson College.

CHRIS ANDERSON
Director, Private Investments – TIFF Investment Management
Chris Anderson joined TIFF in 2015. He performs investment research and selects and monitors external investment managers, secondary interests, and co-investments, focusing on TIFF’s Private Investments Program. Prior to joining TIFF, Mr. Anderson spent six years managing the private equity portfolio for Alcatel-Lucent Investment Management Corp., and three years as an investment associate focusing on buyout and venture capital investments at SVG Advisers. He holds a BS in marine engineering systems from the United States Merchant Marine Academy and an MBA from the F.W. Olin Graduate School of Business at Babson College. Mr. Anderson also serves as Chairman of the private equity committee for the Babson College Endowment and is a member of the College’s investment committee.

BRENDON PARRY, CFA
Managing Director, Private Investments – TIFF Investment Management
Brendon Parry joined TIFF in 2011 and serves as a Managing Director, overseeing TIFF’s Private Investments Program, including the selection and monitoring of external managers, secondary interests, and co-investments; risk management; and portfolio construction. He is a member of TIFF’s Investment Committee. Prior to joining TIFF, Mr. Parry was a Senior Associate at Providence Equity Partners and worked in the consulting group at Cambridge Associates. Mr. Parry holds an AB in economics from Brown University and an MBA from Harvard Business School. He is a CFA charterholder and serves on the Investment Committee of Belmont Day School.

KEVIN O’CONNELL, CFA
Director, Member Strategy – TIFF Investment Management
Kevin O’Connell joined TIFF in 2017 and serves as a Director in the Member Strategy Group. He focuses on outreach to existing and interested member organizations, communicating TIFF’s strategies, portfolio characteristics, investment approach, and policies. Before joining TIFF, Mr. O’Connell was a vice president in the Private Wealth Management group at Goldman Sachs and previously served in outreach roles at BNY Mellon Investment Management and Westfield Capital Management. He holds a BA in art history from Boston College, holds an MBA from the University of Virginia’s Darden School of Business, and is a CFA charterholder. Mr. O’Connell serves as President of the Alumni Council of The Roxbury Latin School and and is a member of the Weston Soccer Club Board of Directors.

TIFF Webinar: Fundraising and Development in the Current Environment

TIFF hosted a webinar titled Fundraising and Development in the Current Environment on July 14th.   Jessica Portis was joined by fundraising and nonprofit experts Ted Grossnickle, Senior Consultant and Founder of Johnson, Grossnickle and Associates, and Robert T. Grimm, Jr., Professor and Levenson Family Chair in Philanthropy and Nonprofit Leadership and Director of the University of Maryland’s School of Public Policy ‘Do Good Institute.’ Mr. Grossnickle discussed his firm’s findings on the charitable landscape and fundraising best practices in the current environment.  Mr. Grimm introduced the Do Good Institute and TIFF’s new Fundraising Fellowship Program which will be made available to TIFF members in late 2021.  Please contact memberservices@tiff.org for more information about applying to the TIFF Fundraising Fellowship Program through the University of Maryland’s School of Public Policy and the Do Good Institute.

You can view the 40-minute webinar through the link below.

Webinar: Fundraising and Development in the Current Environment

Please note that this webinar has been edited from its original recording to shorten its length.  This webinar is for general informational purposes only and does not constitute an offer to sell nor a solicitation of an offer to buy securities. The asset classes discussed may not be suitable for all investors.  All expressions of opinion are subject to change.  Past performance does not guarantee future results.  All investments are subject to risk, including the possible loss of principal.

PANELISTS

TED R. GROSSNICKLE, CFRE
Senior Consultant and Founder, Johnson, Grossnickle and Associates
Chair of the Giving Institute board of directors and on the board of Garrett Theological Seminary

Ted Grossnickle brings decades of experience in advancement to help clients to think strategically about their fundraising efforts. A leader to the JGA team and to the broader nonprofit community, he is known for his authentic voice and commitment to guiding organizations to achieve their best.

After graduation from Wabash College, he worked at Procter and Gamble Company, his alma mater, and then at Northern Illinois University where he served in several roles including advancement and corporate relations. From 1983 until 1993, he served as vice president of development and public affairs for Franklin College and then as acting president in 1993. He co-founded JGA with Don Johnson in 1994.

Ted serves as chair of the JGA board of directors, as managing counsel to several clients, and as a mentor to staff. He is deeply engaged in the nonprofit sector as an author, speaker, teacher, and board member and has received numerous honors and awards for his achievements, including the Henry A. Rosso Medal for Lifetime Achievement in Ethical Fundraising. He currently serves as a member and Chair of the Giving Institute board of directors and on the board of Garrett Theological Seminary. He is chair of the Working Committee for The Generosity Commission: A National Conversation on Giving and Voluntary Action. He is a former member and chair of the board of visitors of the Indiana University Lilly Family School of Philanthropy and was a member of the board of trustees at Wabash College for ten years during which he served as co-chairman of The Challenge of Excellence Campaign.ed Grossnickle is the Chair of The Giving Institute, which releases the annual Giving USA report. Ted is also the Chair of the Generosity Commission, which earlier this year awarded one of its first three grants to the Do Good Institute to research Americans’ motivations for generosity across demography and geography.

 

ROBERT T. GRIMM, Jr.
Professor of the Practice; Levenson Family Chair in Philanthropy and Nonprofit Leadership; DGI Director
University of Maryland’s School of Public Policy

Robert Grimm is the Levenson Family Chair in Philanthropy and Nonprofit Leadership and director of the Do Good Institute. Grimm’s research on philanthropy, volunteering, nonprofits, civic engagement and social capital has been featured in prominent outlets, such as The Washington Post and New York Times, including a recent MSNBC interview and Fast Company article on the decline of American charitable behaviors.

Grimm testified at the first public hearing (covered by C-SPAN) of the bi-partisan National Commission on Military, National and Public Service created by Congress; his written testimony outlines the Do Good Campus model and DGI research report findings (Good Intentions, Gap in Action and Where Are America’s Volunteers). Grimm is an author of a widely-cited article on “The New Volunteer Workforce” in the Stanford Social Innovation Review; articles in journals such as Nonprofit & Voluntary Sector Quarterly and the Journal of Policy Analysis & Management; a book on American philanthropists.

Grimm served as senior counselor to the CEO (2006-2010) and the director of research and policy development (2004-2010) at the Corporation for National and Community Service (CNCS), which directs AmeriCorps and annually invests approximately one billion dollars in grants to innovative nonprofits. Grimm received senior appointments from both President Bush and President Obama’s administrations, co-lead the creation of the Social Innovation Fund, and previously taught and directed research at what is now the Lilly Family School of Philanthropy at Indiana University. As the director of research and policy development, Grimm expanded CNCS’s annual research funds from $2 million to $10.5 million. Overall, he directed over $30 million in program evaluations and research studies. Grimm led the creation of the U.S. government’s first, regular data collection on social capital with the Bureau of Labor Statistics and Census Bureau through  volunteer and civic engagement supplements to the Current Population Survey (CPS). Bowling Alone author Robert Putnam characterized his research efforts as a “landmark in civic renewal.”

Grimm received his PhD from Indiana University and the 2010 Young Alumnus Award from Monmouth College. He served on the board of directors or advisors for the Food Recovery Network (Founding Board Chair), Washington Area Women’s Foundation, Center on Philanthropy at Indiana University, Harry and Jeanette Weinberg Foundation, and National Conference on Citizenship. An Iowa native, he and his wife Laura have a daughter named Astrid.

MODERATOR

JESSICA PORTIS, CFA
Head of Member Portfolio Management and Services, TIFF Investment Management

Jessica Portis joined TIFF in 2020 and serves as Head of Member Portfolio Management and Services, with responsibility for managing TIFF’s new Member relationships, the customization of Member portfolios and the delivery of all Member services.  Prior to joining TIFF, Ms. Portis was a Partner and the Not-for-Profit Consulting Services Leader at Pavilion, A Mercer practice where she was responsible for overseeing the delivery of investment related services.  Previously, she led Mercer’s Not-for-Profit advisory and OCIO practice for three years.  Additionally, Ms. Portis spent 15 years at Summit Strategies Group, where she held various roles including Director of Consulting, lead consultant to a variety of institutional client types, and a member of the manager research team.  She holds a BS degree in accounting from the University of Missouri – St. Louis.  Ms. Portis has obtained the right to use the chartered financial analyst designation.

TIFF Webinar: Board Governance in an OCIO World

TIFF hosted a webinar titled Board Governance in an OCIO World on May 25th, 2021.  Michael Murray, TIFF’s Head of Strategic Partnerships, was joined by investment industry experts Deborah Boedicker (Independent Consultant & Philanthropist TIFF Board Member) and Bruce Wilcox (Teachers College of Columbia University Board of Directors, Investment Committee Chair).  The panelists discussed the importance of the Investment Policy Statement (IPS), board roles and responsibilities, and primary challenges facing boards today.

You can view the 35-minute webinar via the link below.

Webinar: Board Governance in an OCIO World

Please note that this webinar has been edited from its original recording to shorten its length.  This webinar is for general informational purposes only and does not constitute an offer to sell nor a solicitation of an offer to buy securities. The asset classes discussed may not be suitable for all investors.  All expressions of opinion are subject to change.  Past performance does not guarantee future results.  All investments are subject to risk, including the possible loss of principal.