about-me variable
NXUnite invites you to their event

A Strong Foundation: Best Practices for Foundations in 2023

About this event

It is crucial for foundations to have intentional plans that will help guide priorities and decisions in reaching their charitable goals. This panel will highlight best practices that foundations can follow to achieve the greatest impact this year. Join our thought leaders and get expert insights on how you can efficiently and effectively bring your foundation's vision to life.

Meet the panelists

Christina Cahill, Polsinelli

Christina Cahill is a Shareholder at Polsinelli. She focuses on advising on the tax aspects of charitable giving, philanthropy and representation of domestic and international nonprofit and tax-exempt organizations. Christina is a member of the Strategic Nonprofit Solutions team at Polsinelli, which helps nonprofits and other social impact-oriented organizations and individuals solve their most crucial strategic, administrative and development challenges. With deep experience in tax-exempt organization issues and management, state regulatory compliance requirements, and donor advised fund (DAF) legal administration, Christina is passionate about providing a personalized approach to organizations and individuals to allow clients to focus on maximizing philanthropic impact.

Greg McRay, Foundation Group

Greg McRay is the founder and CEO of Foundation Group, one of the nation's top providers of tax and compliance services to nonprofits. Greg and his team have worked with tens of thousands of nonprofits for over 25 years, assisting them with formation of new charities, plus tax, bookkeeping, and compliance services. He is credentialed as an Enrolled Agent, the highest designation of tax specialist recognized by the Internal Revenue Service. Based in Nashville, Tennessee, Greg and company work with charities and nonprofits all across the country and worldwide.

Owen Demmerly, Greenspring Advisors

Owen is a CERTIFIED FINANCIAL PLANNER™ at Greenspring Advisors that specializes in working with foundations/endowments, individuals, and families. At Greenspring, he is an integral part of the financial planning committee and leads the Baltimore chapter of The National Association of Personal Financial Advisors (NAPFA). He is also the treasurer of a Maryland non-profit called the Starboard Society. Outside of the financial world Owen enjoys spending time with his family, staying active, and playing the guitar.

Sheri Chaney Jones, SureImpact

Sheri Chaney Jones is the founder and president of SureImpact. A researcher and expert in social impact measurement, Sheri believes in data, metrics, and accountability. She is a thought leader on public sector evaluation and applied organizational research. She is the author of Impact & Excellence: Data-Driven Strategies for Aligning Mission, Culture, and Performance in Nonprofit and Government Organizations (Jossey Bass, 2014). Sheri is passionate about women’s equity and the advancement of girls. She is the Columbus Chapter President of the National Association of Women Business Owners and a Commissioner for the Columbus.

What will be discussed?

  • Tips on how to strategically go about planning for 2023
  • Common pain points and how to manage them
  • Trends in the philanthropic sector worth looking into
  • And more!

Who should attend?

While we firmly believe that anyone in the charitable sector could benefit from learning about best practices for foundations, the board of trustees, foundation members, advisors, and founders will find this panel the most pertinent.

Earn 20 Cause Coins Today!

When you register and join us live you will earn 20 Cause Coins which can be redeemed for discounts on software for mission-driven businesses and free consultations with industry experts! Learn more about Cause Coins and join NXUnite here.

Who should attend?

While we firmly believe that anyone in the charitable sector could benefit from learning about best practices for foundations, the board of trustees, foundation members, advisors, and founders will find this panel the most pertinent.

Interested in being a panelist? Let us know via this survey.

Hosted by

  • Guest speaker
    G
    Christina Cahill Partner @ Polsinelli

  • Guest speaker
    G
    Greg McRay President / CEO @ Foundation Group

  • Team member
    T
    Team NXUnite NXUnite

    NXUnite is here to make introductions that lead to lasting relationships.

  • Team member
    T
    Colleen Carroll Content Publishing Coordinator @ Nexus Marketing

  • Guest speaker
    G
    Owen Demmerly Financial Advisor @ Greenspring Advisors

  • Guest speaker
    G
    Sheri Chaney Jones CEO @ SureImpact

NXUnite

Making introductions that lead to lasting relationships.

NXUnite by Nexus Marketing is an online community resource for change-makers to learn, network, and grow.

NXUnite panels are engaging conversations between Nexus network experts and nonprofit and mission-driven professionals that address what matters to the mission-driven sector.