EVOLVE Philanthropy is an informative and interactive knowledge series offering opportunities to learn, engage, and network with each other. The series reintroduces philanthropy through a diverse, equitable, and inclusive lens, and fosters ways to become effectual agents of support in order to enrich the quality of life in our region. Each session will incorporate a mix of expert knowledge sharing and group discussion, but will be informational in nature. The series is open to donors, professional advisors, community members and partners, staff, and trustees of organizations interested and impacted by community foundation work.

We hope that you will find the series to be thought-provoking, inspirational, and meaningful.

Session Details

Session Four
High Net Worth Philanthropy During the COVID-19 Pandemic
Tuesday, November 16, 2021
12 PM – 1 PM Eastern
Format: Virtual Meeting
Perfect for: Professional Advisors
Register Here

In this next session of EVOLVE Philanthropy, Bank of America representative Caitlin Meloy will share the findings of the 2021 Bank of America Study on Philanthropy during one of the most difficult times in modern day history.

Caitlin Meloy is a Philanthropic and Family Office Strategist for
the National Consulting and Advisory Practice group at Bank of
America, based in Boston, MA. In her role, Caitlin helps clients
navigate the complexities of their philanthropic journey.

Erin Long Photography

Session Three
Capitalization and the Financial Health of Nonprofit Organizations:
A Grantmakers in the Arts Workshop

Friday, October 22, 2021
9 AM – 12 PM Eastern
Format: Virtual Meeting
Perfect for: Current Donors and Fundholders

Session Three has been CANCELLED.

Session Two
Shifting the Lens: Context Matters
Perfect for: Current Donors and Fundholders
Watch Here

In this session of EVOLVE Philanthropy Rima Dael, General Manager at WSHU Public Radio, will present and lead a discussion on inclusive philanthropy and the importance of asset-framing as a tool to strengthen partnerships and community impact.

Erin Long Photography

Session One
EVOLVE Philanthropy: Coffee with Katie
Perfect for: Our Community
Watch Here

The inaugural session will kick off the series and offer an opportunity for the community to get to know the heart of the Foundation, hear Katie Allan Zobel speak on CFWM’s strategic vision including the DEI work in which the Foundation has immersed itself into, and offer a Q&A session for donors to engage in conversation.


EVOLVE Philanthropy is the first knowledge and engagement series of its kind offered by the Community Foundation. Visit regularly for announcements on future sessions.

Please note these sessions are free to anyone interested in attending.