About the Programme

  • Seven -day executive education programme designed for family office leads and financial advisors looking to serve their high-capacity clients by providing more robust philanthropic support.
  • Collaboration between the CUHK Business School, Centre for Family Business and Stanford PACS,Effective Philanthropy Learning Initiative
  • programme taught by Stanford PACS faculty, researchers, and, as appropriate, guest speakers with expertise in philanthropic advising.

Who Should Attend

Open to senior executives, programme officers and trustees at family foundations, or individuals managing charitable giving within a family office.

  • Open to senior staff in family offices and financial advising firms as well as seasoned professionals looking to shift careers into this space.

*Priority will be given to professionals working to develop philanthropic portfolios with clients.

*Priority will also be given to professionals with strong, demonstrated motivation to see increased and more effective giving from wealth holders in the region—for the greater social good as well as a greater value proposition offered through their services.

Winter 2025 Dates

In person

3 – 5 Dec 2025, on CUHK campus , Hong Kong

Enjoy learning and networking with Stanford PACS faculty and peer leaders in person in the region on CUHK campus.

Virtual

11,12, and 15, 16 Dec 2025, online

Continue your learning with engaging speakers and virtual workshops.

Certificates Awarded

    Upon completion of an 7-day course awarded :

    • Certificate of Effective Philanthropy by Stanford PACS
    • Certificate of Completion in Effective Philanthropy by CUHK Business School Executive Education

    Programme Fees

    HK$ 61,000

    Group rate – Contact CUHK Business School Executive Education by emailing apib@cuhk.edu.hk,  if multiple participants from your organization would like to attend.

    Applications deadline for Winter 2025: 30 Oct 2025

    Programme Details

    The following agenda will be taught by Stanford PACS’s programme core faculty and team.

    Stanford PACS will collaborate with the Chinese University of Hong Kong team to identify additional external speakers to share knowledge and experiences globally relevant and/or contextualized to the Hong Kong locale. These external speakers would complement the agenda outlined below.

     

    Day Content

    1

    (In-person)
    • Finding Values, Finding focus on Giving
    • Civil Society and Philanthropy: A Global Overview
    • Philanthropic Advisory Challenges in Hong Kong: From Now to Next

    2

    (In-person)
    • Principles and Priorities for Effective Philanthropic Practice
    • Conversations: Where it All Starts
    • Learning With and From Others in the Giving Community

    3

    (In-person)
    • Challenges in Family Dynamics
    • Bringing the Next Generation on Board
    • Governing with Family at the Center

    4

    (Virtual)
    • Structuring Giving 1: Budgets
    • Structuring Giving 1: Vehicles
    • Systems Thinking

    5

    (Virtual)
    • Finding and Vetting 1: Issues and Organizations
    • Finding and Vetting 2: Insights and Outcomes
    • Strategy for Social Change 1

    6

    (Virtual)
    • Making and Tracking Gifts
    • Evaluate to Make a Difference
    • Strategy for Social Change 2

    7

    (Virtual)
    • Contemporary Issues in Asia-Pacific Philanthropy

    Value

    • Provides a practical framework for guiding their principals or clients in philanthropic pursuits, with examples and lessons from successful philanthropic advisors.
    • Aligns with the widely used “Stanford PACS Philanthropy Toolkit,” created by a team of sector leaders at Stanford PACS and major philanthropic service providers.
    • Gives participants practice using “conversation starters” and prompts to deepen discussions about giving with principals or clients.
    • Connects philanthropy professionals in Hong Kong with regional peers and a wider community of philanthropic leaders who are part of Stanford PACS’s global network.
    • Provides entry into the community of alumni receiving ongoing support from Stanford PACS’s Effective Philanthropy Learning Initiative (EPLI).
    • Awards dual certifications upon completion from both Stanford PACS and CUHK Business School Executive Education programme.
    • Leverages lessons gleaned from other professional education programmes for key efficient learning of key principles and practices.
    • Allows attendees to build relationships with and benefit from one another.

    Contact Us

    For programme details:
    Ms. Coco Yeung
    Email: cocoyeung@cuhk.edu.hk

    For registration and general enquiries:
    Ms. Sherry Lui
    Phone: (852) 3943 7425
    Email: apib@cuhk.edu.hk

    Enquiry
    Application Form
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