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Right-Sizing Your Grantmaking Infrastructure: Family Foundation & DAF Network Roundtable

October 8, 2026 1:00 PM - 2:30 PM (CDT)

Description

How much grantmaking infrastructure is the right amount for a family-based foundation or DAF? LOIs, applications, site visits — which practices truly serve your mission, and which add friction without adding value?

Join us for the Family Foundation & Donor-Advised Fund Network's first Network-only gathering of 2026. This virtual session — facilitated by Danielle Wallis, who has rejoined the PhilMO team as a consultant — is an opportunity for family foundation and DAF Members to:

✅ (re)connect with one another through the lens of family-based giving,

✅ prioritize the topics this Network will tackle in the coming year, and 

✅ have a facilitated discussion about finding the right amount of grantmaking infrastructure — LOI's, applications, site visits, etc. — to meet the unique needs of family-based foundations of DAFs.

This network provides networking, learning, and action opportunities tailored for Missouri family foundations, donor-advised funds (DAFs), and philanthropic advisors to family foundations/DAFs (e.g., community foundation staff) across the state.

This discussion will be interactive and not recorded. Please come with your questions and experiences to share!

AUDIENCE & REGISTRATION

Registration is open to PhilMO Full Members (grantmaking Members) and non-Member Missouri funders. While any funder may participate, we tailor this Network for Missouri family foundations, donor-advised funds (DAFs), and philanthropic advisors to family foundations/DAFS (e.g., community foundation staff) across the state. 


PhilMO Members may participate for free. If this is your first interaction with the new PhilMO website, choose “Create New Account” when registering. 


Non-Member Missouri grantmakers may participate for a fee of $75. Non-Members should choose “Non-Member Funder” to register and submit payment.


Please contact danielle@philmo.org with questions or requests.


FACILITATOR

Danielle Wallis, Danielle has worked at the intersection of philanthropy, education, and regional coalitions for over 15 years. She began her own consulting practice in 2019, focusing primarily on effective grantmaking, organizational development, and building cross-organizational systems that improve the social sector. She has authored reports on regional collaboration in the social sector; the endowment landscape in St. Louis; and the national landscape of community and economic development philanthropy. Prior to launching her consulting firm, Danielle worked with the St. Louis Public Schools Foundation where she designed and managed strategic program investments to support students. Danielle has also held positions at the United Way of Greater St. Louis, where she supported the back-office operations of the Ferguson Commission, and at the Gateway Center for Giving (now Philanthropy Missouri), where she supported regional foundations in making their grantmaking more coordinated and informed.






Pricing

All Members: Free

Non-Member Funders: $75.00

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Contact Information

Name: Danielle Wallis
Email: danielle@philmo.org
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