Three Thursdays this fall, 2:00 PM ET — build a values-aligned AI strategy for your foundation, from first principles to board-ready policy.
HNW individual donors, family-foundation trustees and principals, and their advisors.
Part 1 (Free) — Thursday, September 10, 2026, 2:00–3:00 PM ET
Part 2 (Free) — Thursday, September 24, 2026, 2:00–3:00 PM ET
Part 3 (Paid working session) — Thursday, October 8, 2026, 2:00–4:00 PM ET
Live Zoom sessions with Q&A. Replay available for Parts 1 and 2; Part 3 is a live-only working session.
Most philanthropists are already making AI decisions twice over — once in how they use AI to run their giving, and once in what they fund and build with their capital. Very few are governing either side with the same care they bring to their grantmaking. This 3-part Advantage Insights series is built for donors and trustees who want to close that gap.
Name the two responsibilities of the modern philanthropist. We'll map how AI is quietly reshaping grant operations and funding landscapes, and introduce a simple framework to align your internal use with what your giving builds.
Reframe AI adoption as a governance and fiduciary decision, not a tech upgrade. We'll cover donor-data privacy, AI-generated IP, and vendor terms in plain language — and show where trustees' duties of care and loyalty apply.
A 2-hour working session where you leave with a first-draft, board-ready AI policy for your foundation. We'll walk through acceptable use, data limits, accountability, transparency, and vendor requirements, step by step.
By the end of the series, you will be able to:
• Distinguish your responsibilities as an AI user and an AI funder, and define a coherent stance for both.
• Identify the core compliance exposures — data privacy, copyright, vendor model-training clauses — that apply to your giving.
• Draft and refine an AI policy that your board, auditors, and grantees can actually use.
For more than 15 years, she has worked at the intersection of technology, disaster mitigation, and philanthropy — specializing in bridging the gap between technologists, cybersecurity professionals, and NGOs. She now advises HNW donors and family foundations on governance, risk, and strategy at the intersection of philanthropy and public policy. Leslie Gross, Founder of Advantage Insights, has served as Chief Oversight Counsel to Senate Majority Leader Harry Reid and Deputy Assistant Secretary for Legislative Affairs at the U.S. Department of Homeland Security. She serves on the board of the Effective Institutions Project and as a Data & Society Advisor, and is co-founder of Hope on Water.
Thursdays at 2:00 PM ET