Family Foundation Retreat 2024
Event Details
When
Cost
Adult CMF Members: $550
Adult Nonmembers: $750
Adult, meals only: $400
Children 6-17: $250
Children 5 and Under: Free
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About the Event
Register now to join your fellow family foundations on the shores of Lake Michigan for an interactive, fun, educational and relaxing retreat!
Over the weekend, retreat participants will have opportunities to network with their peers, learn about current issues in family philanthropy, strategize with their board and engage the support of family philanthropy experts. Flexible time has been built into the agenda to enjoy the onsite amenities and beautiful lakeshore.
This retreat is being designed for and with trustees and staff of family foundations. View agenda
If you have ideas for programming or speakers you would like to engage with during the retreat, please contact Andrea Judd-Shurmur at ajudd@michiganfoundations.org.
Youth Programming Ages 6-17
Youth programming will provide opportunities for next-generation family members to learn more about philanthropy alongside their peers. Participants will discuss how they can engage in and develop as leaders through philanthropy and their respective foundations.
Youth participants ages 16 and above are invited to participate in the youth grantmaking sessions or the retreat’s adult programming. Each family should determine which program will be best for their young adults.
Youth programming is not designed for children under 6; please note that child care services are not available through CMF. Registered children under 5 are invited to attend meals and social activities at no cost.
You will have the option to register your youth attendee(s) during an Adult registration.
Sponsorship Information
If you are interested in supporting the Family Retreat through sponsorship, please contact Kia Washington at kwashington@michiganfoundations.org.
Health and Safety
CMF continues to prioritize the well-being of members, staff, partners and communities. As of August 14, 2023 the following measures are our in-person event health and safety procedures:
- We recommend attendees test for COVID-19 within 48 hours prior to this gathering.
- Any attendee who is feeling unwell, who has tested positive for an illness in the 10 days prior to the event or who is showing symptoms and awaiting test results is asked not to attend.
- If you are not able to attend due to illness, please contact Jen Ruud at jruud@michiganfoundations.org.
- All attendees will be invited to wear one of three color-coded lanyards to indicate to other attendees their personal comfort with in-person interaction: red (greet from six feet), yellow (elbows only), green (high-fives permitted).
For more details regarding our health procedures, please click here.
Hotel Information
A room block is available at The Homestead through May 3. Rooms are blocked at Fiddler’s Pond and Little Belle Suites, as they are closest to the Mountain Flowers Lodge where all retreat meeting activities and meals will be held. A 12% group discount is available on other lodging options if you book by calling the resort.
Fiddler’s Pond rates range from $330/night for a standard room to $594/night for two connected rooms.
Little Belle Suites is adults-only; small suites start at $409/night.
To secure your accommodations, please choose one of the options below.
Book by phone - Offices are open 8 am to 6 pm EST Daily
- Call the resort at Main phone line: 231.334.5000 or Reservations: 231.334.5100.
- Mention you are a guest of the “Council of Michigan Foundations".
Book online
- Visit https://www.thehomesteadresort.com/meet-and-gather/lodging/.
- Scroll down to the “Places to Stay” section on the website and click the “Reserve Room From Group Block” button.
- On right side of the screen in the grey header select “Group Login.”
- Group ID: CMF
- Password: CMF24
- Dates will default to 7/12-7/14. Click “Check Availability.”
- Select your room and complete booking prompts.
Kara Carlisle
Kara’s whole career has been place-based, with chapters in southern California, rural New Mexico, Minnesota, and now in Oregon and Siskiyou County, California. Starting out in nonprofits, she served in numerous roles – writing grants, leading communications, human resources, evaluation and more. Much of her work focused on nonprofit sustainability, the mediation of economic and cultural conflict, and on seeing and understanding how communities effect change. Joining philanthropy, Kara held fast to building community and getting things done at a time when many funders sought the next evolution of service, strategy and civic engagement. She authored the W.K. Kellogg Foundation’s first guide to place-based philanthropy and dove into deep listening with community to align strategy with greater impact at the McKnight Foundation. Part of what drew Kara to The Ford Family Foundation is its commitment to place – and to rural places, which are largely overlooked by national philanthropy. Kara believes that Oregon and Siskiyou have stories and solutions to inform those across our nation who have deep hunger for meaningful, community-driven change. Kara holds a master’s in business administration from Northwestern University’s Kellogg School of Management, as well as a master of divinity degree in Urban Studies and Education from Claremont School of Theology. She earned her bachelor’s at Anderson University in Indiana. She serves on the boards of Foundations for a Better Oregon, Philanthropy for Active Civic Engagement and the National Center for Family Philanthropy.
Kelly Nowlin
Kelly Nowlin is a fifth-generation Andrus family member who has been actively engaged in her family’s philanthropy for the last two decades. She recently served on the board of the Surdna Foundation, a family-led social justice foundation started by her great, great grandfather, John Emory Andrus, over 100 years ago. She chaired the Andrus Family Philanthropy Program and the AFP Committee which is responsible for outreach and engagement of nearly 500 Andrus family members. Kelly also helped guide the Centennial anniversary of Surdna, shining a light on our partners and advancing initiatives to continue our pursuit of social justice. Prior to her years at Surdna, Kelly was a founding board member of the Andrus Family Fund (AFF), a program launched by Surdna in 2000 as a grantmaking fund for fifth-generation family members. Alongside seven cousins, they developed program areas, governance policies, bylaws, mission, strategic vision, and committees of the board of this $4MM fund. Kelly served as Vice Chair, then Co-Chair for four of her seven-year term. As a philanthropic advisor, Kelly develops strategies for family foundations and nonprofits and speaks regularly around the country on topics in philanthropy, including next-generation engagement, social justice, racial equity, power and privilege, impact and evaluation, foundation culture and strategic communications. She also serves on the boards of Grantmakers for Effective Organizations (GEO) and the National Center for Family Philanthropy (NCFP) and part of the 2020 and 2021 Class of Fellows for NCFP.
Jennifer M. Oertel
With a background in securities law, private equity and mergers & acquisitions, Jennifer utilizes her corporate law and governance skills to assist family and corporate foundations, community foundations, public charities, regional associations, trade and labor associations, chambers of commerce, religious organizations and other tax-exempt organizations as well as impact investors, impact funds, and social enterprises, in all aspects of their business.
Scott Schropp
Scott is a managing partner of the Iles Schropp Group within Merrill Lynch Wealth Management. The Iles Schropp Group is a nationally recognized Global Institutional Consulting accredited team within Merrill Lynch Wealth Management that focuses on working with foundations, endowments, nonprofits and corporations. Over the last three decades Scott has guided clients through various market cycles and has built a nationally recognized wealth management consulting practice dedicated to putting the client first. He leverages his deep understanding of markets to focus on developing financial strategies and managing relationships for both institutions and individuals. Scott earned his degree from Ferris State University and holds his Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investment & Wealth Institute™ (The Institute) at the Wharton School, his Chartered Advisor in Philanthropy® (CAP®), his Certified Trust and Financial Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers, and his Certified Plan Fiduciary Advisor®, CPFA™ designation offered by the National Association of Plan Advisors. Scott also holds his Series 7, 24, 63, 65, 66 and SIE FINRA registrations. Scott is involved in giving back to his community in the form of supporting Donor Advised Funds and Endowments at the Saginaw Community Foundation, Bay Area Community Foundation and community foundations around the state of Michigan. His family focuses on the Arts, Education, Youth Sports, The Humane Society and many other nonprofits in the community that need support to achieve their goals. Scott also serves on the Board of Directors of the Michigan Nonprofit Association.
Wesley Schropp
Wesley is a managing partner of the Iles Schropp Group within Merrill Lynch Wealth Management. The Iles Schropp Group is nationally recognized Global Institutional Consulting accredited team within Merrill Lynch Wealth Management that focuses on working with foundations, endowments, nonprofits and corporations. Wesley began his career at Merrill as an intern in 2008 and joined The Iles Schropp Group as a partner in 2014. As a partner Wesley focuses on business development, client relationship management and the implementation and reviewing of strategies for nonprofit organizations, corporations and multi-generational families. Wesley earned a bachelor’s degree in Personal Financial Planning from Central Michigan University and holds his Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investment & Wealth Institute™ (The Institute) at the Wharton School, his CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and his Certified Plan Fiduciary Advisor®, CPFA™ designation offered by the National Association of Plan Advisors. Wesley also holds his Series 7, 66 and SIE FINRA registrations. Wesley is active in several organizations including the Council of Michigan Foundations, Michigan Impact Investing Hub, Philanthropy Ohio and Northeast Michigan Estate Planning Council. Wesley enjoys golfing, staying physically active and spending time with his wife, two children and their golden retriever.
Questions?
Denise Temple via email
or call 616-850-2136