Partner Events & Dine Arounds

These optional, no-cost events are opportunities outside of the Forum's regular programming to connect with peers and dive deeper into topics like disaster grantmaking and impact investing. Space is limited and advanced registration is required for the majority of events.

Early-Bird Happy Hour
Hosted by Bank of America

Tuesday, October 18 | 5:00-7:00 pm Pacific
The Fairmont, Cirque Room

Kick off your Forum experience by connecting with colleagues in the Cirque Room! Join us for drinks and light fare, hosted by Bank of America. 

No pre-registration is required. 

Equity at the Table
Hosted by Hispanics in Philanthropy, the Castellano Family Foundation, and the Donors of Color Network

Wednesday, October 19 | 6:30 pm Pacific

The health and racial injustices of the past few years ignited outrage and a wealth of lessons for how we make philanthropy faster, easier, and more equitable, today and for the long term. Join Hispanics in Philanthropy, the Castellano Family Foundation, and the Donors of Color Network to explore how we can build multi-racial collaborations through equity-focused grantmaking and practices that center trust and learning. We invite leaders of color and allies to share dinner, drinks and dream big with us.

To attend, please RSVP to Karen Cabarga at

CLOSED International, Cross-Border, and Disaster Grantmaking
Hosted by CAF America

Wednesday, October 19 | 6:30–8:00 pm Pacific
The Fairmont, Garden Room

Regardless of a family's/grantmaker’s core focus area, when natural or man-made disasters occur throughout the globe, people’s immediate instincts are to assist those directly affected by such events. CAF America will provide some best practices in its approach to cross-border and disaster grantmaking, based upon its engagement with some of the largest companies, private and community foundations, commercial DAFs and families/individuals. We will share our approach to effective and compliant cross-border grantmaking as well as how those practices can be utilized to best support those affected when disasters occur.

CLOSED On the Frontlines During the Pandemic: How Crisis Sparked Innovation and What’s Next
Hosted by the Samantha and Darren Bechtel Family Foundation

Wednesday, October 19 | 6:30–8:30 pm Pacific
Izzy's, transportation from the Fairmont

At the height of the pandemic, new grantmaking that supported frontline workers took off, and how work was done or services provided shifted. What are the lessons we learned over the past two years and how will those lessons inform where we go next? San Francisco philanthropist and restaurant owner Samantha Bechtel will host conference attendees at her family’s iconic Izzy’s restaurant sharing how her business made critical pivots during the pandemic, including delivering meals to ER and ICU staff at local hospitals and developing one of the Bay Area’s first award-winning parklets.

Samantha works closely with Hourglass winemaker Jeff Smith whose ability to meet adversity with innovation has been a guiding principle of his business for over two decades. Following his father’s lost battle to cancer, Jeff cut short his music career in San Francisco and returned home to Napa Valley. Taking a small, insect-ravaged, four-acre family vineyard in St. Helena, Jeff salvaged the land by replanting it to Cabernet, and launched Hourglass Vineyards. After rising to prominence as one of Napa's esteemed Cabernets, Hourglass faced formidable challenges during COVID-19 and the 2021 Glass Fire, but is now bigger and more successful after rebuilding.

Philanthropy advisor Berit Ashla who launched the Brooklyn for Life Fund with actor Jeffery Wright that provided meals to Brooklyn-based hospital workers, will facilitate a conversation focused on how we take the hard won lessons of the pandemic and examine opportunities where hospitality and philanthropy join forces and improve our communities.

We will be eating al fresco in the parklet replete with beautiful plants and many heaters. We encourage guests to dress warmly and bring layers.

CLOSED A Unique Experience: Mission-Driven Investing @Bouche 
Hosted by Mission Investors Exchange

Wednesday, October 19 | 7:00–9:00 pm Pacific

Are you tired of making decisions? Do you wish someone would provide answers? Enjoy a relaxed atmosphere at Bouche with an already chef-curated menu based on the freshest local ingredients. Chat with your peers who have or are planning to do impact investing in any of its varieties. Melanie Audette of Mission Investors Exchange is gathering graduates of NCFP/MIE/Philanthropy California’s Mission Investing Institute, alongside long-time members of Mission Investors Exchange—and YOU! Come with lots of questions, a light heart, and a hearty appetite. Expect a special, collegial evening. 

For those wishing to join earlier for a brief happy hour around 6:30, Tunnel Bar right next door offers a full bar.  


Asian American Futures Next Gen Donors Event
Hosted by Asian American Futures with Cathy Cha and Andine Sutarjadi

Thursday, October 20 | 6:30–8:30 pm Pacific
Location will be shared with registered attendees

Cocktails, dinner and discussion with an intimate group of next gen Asian American donors to discuss AAPI philanthropy. Join your peers to talk about AAPI community needs, the uniqueness of AAPI family foundations, and how to innovate for greater community impact. Collectively, we believe we can join forces to inspire and catalyze higher impact AAPI philanthropy. Hope you can join us.

Attendance is strictly limited to Asian American Pacific Islander family foundation trustees, donors or wealth creators.

Please RSVP to Reshma Shamasunder at no later than Friday, October 14th.

CLOSED Philanthropy Dinner at Old Skool Cafe
Hosted by Chicago Beyond with Liz Dozier

Thursday, October 20 | 6:30–9:00 pm Pacific
Old Skool Cafe, transportation provided from the Fairmont

Join Chicago Beyond’s Founder and CEO, Liz Dozier, for an experiential dinner in community that demonstrates Chicago Beyond’s partnership model in action. Old Skool Cafe is a workforce development social enterprise. Through its youth-run jazz supper club, young people who have experienced inequitable systems including incarceration and foster-care, receive training, jobs, mentorship, access to wrap-around services, and a healthy community that champions their success. Founded by former juvenile corrections officer Teresa Goines, Old Skool Cafe has served over 700 young people in San Francisco. With economic empowerment and healthy support, Old Skool Cafe youth are breaking the cycles of poverty, incarceration, and violence.

CLOSED The Role of Family Philanthropy in Achieving the UN Sustainable Development Goals
Hosted by Karen Ansara, Board Chair of NEID Global

Thursday, October 20 | 7:00 pm PT
E&O Restaurant

The most recent Goalkeepers report, put out annually by the Bill and Melinda Gates Foundation, shares how the world is not on track to achieve the UN Sustainable Development Goals (SDG) by 2030—the date agreed to by all the world’s nations. But Bill and Melinda are optimists and argue that innovation and gender equity are key to turning this trend around. One of the road blocks in achieving the SDGs is a major gap in philanthropic investment. Through our programming at NEID Global we actively help philanthropists and grantmakers understand how they can become a vital part of achieving all 17 SDGs — and find peers to learn and invest with. Join NEID Global at this dine around to learn more about NEID’a reduced membership for NCFP members and how you can become part of the movement to achieve the SDG goals by 2030.  For more information about NEID Global visit

CLOSED Maximizing the Impact of Your Philanthropic Dollars
Hosted by CapShift

Thursday, October 20 | 6:30–8:30 pm Pacific
Kokkari Estiatorio, transportation provided from the Fairmont

Join us for a lively discussion about ways that families can maximize the potential of their philanthropic capital through impact investing. You’ll have a chance to learn best practices from philanthropists who have already embarked on this journey with their foundation and family office assets and share insights with one another about lessons learned along the way. This discussion is ideal for families just getting started with impact investing, those who are early in their impact journey, or those looking for ways to deepen the impact they are already making.