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A Strong Foundation: Best Practices for Foundations in 2023

About this event

Don’t leave your 2023 planning to the last minute! As you prepare to close out the year, it is crucial to have an intentional plan that will help guide priorities and decisions to maximize your philanthropic impact. This panel will highlight best practices that Foundations can do to wrap up Q4 with flying colors. Join our industry experts and discover how you can create the most value for society by laying solid foundations in Q4.

Meet the panelists

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.

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.

What will be discussed?

  • Strategies for ending Q4 on a high 
  • Common pain points for foundations and how to manage them.
  • How to get the most out of your year-end efforts.
  • And more!

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

  • Team member
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    Team NXUnite NXUnite

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

  • Team member
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    Colleen Carroll Content Publishing Coordinator @ Nexus Marketing

  • Guest speaker
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    Owen Demmerly Financial Advisor @ Greenspring Advisors

  • Guest speaker
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    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.