Professional Partners

Session 3: Advocacy Strategies & Tactics – Part I. Learn core approaches funders can use to influence policy and decision-makers.

Session 2: Advocacy Planning. Build a clear and strategic advocacy plan. Apply planning tools to your own organizational or collaborative advocacy efforts.

Lead researcher Don Macke guides you through the 2025 Ohio Transfer of Wealth Report's findings, along with a panel of presenters who discussed how they successfully implemented and utilized similar Transfer of Wealth research in Nebraska. Gain exclusive insight into groundbreaking research on the remarkable opportunity presented by the Ohio Transfer of Wealth in this recording.

Session 1: Policy & Advocacy 101. Begin with a foundational session that introduces advocacy's role in advancing your mission, including shared language and a framework for advocating within a philanthropic context.

Philanthropy Fundamentals Module 2 introduced fundamental defining characteristics of the charitable sector, including an overview of critical foundation board and governance best practices. Attendees concluded the discussion with a clear understanding of the Attorney General's role, fiduciary responsibility and key Ohio-specific rules and regulations that govern the nonprofit sector.

This informal policy conversation includes an update on the Ohio Legislature's priorities, the capital budget process, property tax reforms and newly introduced legislation regarding endowments.

This Midwest Partners Series recording discusses how foundations are responding to rising community needs and shrinking public resources to better support grant partners. In light of the complex challenges nonprofits face, many public and private foundations are exploring how they can do more to help their community partners by increasing their grantmaking payouts.