CONCURRENT SESSION SPEAKERS

Kathy Coellefeld-Clancy has been the Executive Director of the Roblee Foundation since 2006 and from 1992 to 2000. In the interim, she was president of the Metropolitan Association for Philanthropy (now the Gateway Center for Giving), the association for grantmakers in the St. Louis region. Coellefeld-Clancy served as executive director of the St. Louis County Court Appointed Special Advocates for eleven years and worked in residential treatment for adolescents, and family and individual counseling. She has served on several nonprofit boards, including a term as president for the Child Daycare Association.

Session:Size Doesn’t Matter

James S. Farley, president and CEO of the Leichtag Family Foundation, previously served as general counsel for the organization. He has expertise in a wide array of transactional matters, including taxes, real estate ventures, asset sales and exchanges, company formations, acquisitions, operations, and dispositions. Farley is a founding member and serves on the board of the Carlsbad Charitable Foundation. He serves on a variety of other community boards and commissions and provides pro-bono services to several area educational foundations.

Session:Creative Ways to Achieve Greater Impact Through Using a Community Foundation

Shirley Fredricks is vice president and trustee of the The Lawrence Welk Family Foundation (LWFF) and its former president and executive director. The LWFF works to stabilize families living in poverty in Southern California. Fredricks founded an adjunct board of the foundation to bring the third – and then a fourth - generation into grantmaking activities. She is chair of the Los Angeles Advisory Committee for YouthGive and is founder member and past co-chair of the L.A. Urban Funders, a collaborative of more than 30 foundations. Fredericks is a past board chair of Southern California Grantmakers and a past board member of the Council on Foundations. She was a founding board member of the National Center for Family Philanthropy.

Session: Size Doesn’t Matter

Matthew Hervey has worked on the community development project in the City Heights neighborhood of San Diego supported by Price Charities since 2003. The City Heights initiative is a holistic approach to revitalization of an inner-city community. Improvements have included creating a police station, a library, a theatre, park area and playground, a recreation center, tennis courts and a swimming pool, a preschool and a city service center. Hervey also is a fund advisor to the San Diego Foundation and a member of the Board of Library Commissioners for San Diego.

Session: Size Doesn’t Matter

Athan Lindsay is co-owner with his wife of The Lindsay Group, which provides consulting services to public and private organizations focused on community and business development and philanthropic initiatives. He is a founding member of the Next Generation of African American Philanthropists (NGAAP), a giving circle based in North Carolina. Previously, he partnered with HindSight Consulting to provide technical assistance to giving circles. He has worked with the National Rural Funders Collaborative, Warner Foundation, and Mary Reynolds Babcock Foundation.

Session: Size Doesn’t Matter

Andrew Schulz is the deputy general counsel and public policy director for the Council on Foundations. He maintains expertise in a broad cross-section of tax, legislative and regulatory issues in order to provide assistance and consultation to Council members and the general public. Schulz, a member of Virginia, Maryland and D.C. bars, also heads the Council’s Public Policy Department, providing leadership and oversight for the Council’s current legislative initiatives and outreach efforts to members, other nonprofit organizations, policymakers, and the general public. Mr. Schulz frequently speaks around the country on legal and public policy issues affecting nonprofits, and has written several publications, including “Top 10 Ways Corporate Foundations Get Into Trouble” and “Top 10 Ways Independent Foundations Get Into Trouble.”

Session: Foundation Governance and Management Boot Camp

Douglas Stone, founder and managing partner at Triad Consulting Group, consults a wide range of organizations, including Fidelity, Honda, IBM, Merck, Microsoft, the Nature Conservancy and the Boston Area Rape Crisis Center. He also teaches negotiation at Harvard Law School. He has worked with mediators and journalists in South Africa and doctors and executives at the World Health Organization. He is co-author of a book with Bruce Patton and Shelia Heen of “Difficult Conversations: How to Discuss What Matters Most.” He previously served as associate director of the Harvard Negotiation Project.

Session:How to Have Difficult Conversations and Move On

Renée Branch is director of diversity and inclusive practices for the Council on Foundations. She works with philanthropic leaders and organizations to advance diversity and inclusiveness as a tool of effectiveness. Branch has 15 years of senior-level experience in management, public administration, and development. Formerly, she taught at Washington State University in Vancouver and enjoyed a successful career in fundraising and institutional advancement. She also worked for the Community Foundation for Southwest Washington, the Urban League of Philadelphia, Peirce College, and Johns Hopkins University.

Session:Many Drops in an Ocean - Diversity and Inclusion in Family Philanthropy

Kimberly Green is the president of the Green Family Foundation (GFF). Founded in 1991 by her father, Steven Green, the former U.S. Ambassador to Singapore, the GFF provides funding to improve access to healthcare, combat extreme poverty, provide treatment of preventable diseases, support youth arts and expression, and drive community education. The GFF partners with the University of Miami to work on pediatric infectious diseases and manage Project Medishare, which seeks to repair the healthcare delivery system in Haiti. Green recently brokered an agreement for the creation of a United Nations Millennium Village in Haiti, the first in the Western Hemisphere. She also teamed up with Grammy winner Alicia Keys to help lead a special summit at New York University to benefit Keep A Child Alive, an organization that works with young adults to conquer the HIV/AIDS disease. Green recently wrote, directed and produced the award-winning documentary “Once There Was A Country: Revisiting Haiti.”
Session:Sharing Struggles and Strategies – Change Through International Family Philanthropy

Robert Mayer is president and board member of the Hulda B. and Maurice L. Rothschild Foundation, the only national philanthropy committed exclusively to person-centered care in long-term care settings. Mayer has also served as board member, treasurer, and chair of the Nathan Cummings Foundation in New York and currently serves on the Council on Foundation’s Committee on Family Philanthropy. Prior to his involvement in the independent sector, Mayer spent 14 years in the private sector, where he directed management resources for a Fortune 100 multinational corporation and founded a healthcare company.

Session:Sharing Succession, a Panel-Free Session

Ralph R. Smith is the executive vice president of the Annie E. Casey Foundation and chair of the board of the Council on Foundations. Smith joined the foundation in 1994. Smith joined the Annie E. Casey Foundation in 1994, and has spent the last decade working with foundations, civic organizations, public agencies, and school boards across the country on issues relating to education reform, child and family policy, and public sector systems change. From 1975 to 1997, he was a member of the law faculty at the University of Pennsylvania, and he is founding director of the National Center on Fathers and Families and the Philadelphia Children's Network. Smith serves on the boards of the Foundation Center, the Wachovia Regional Foundation, the Annenberg Institute for School Reform, and Venture Philanthropy Partners.

Session:Emerging Leader Salon

Claire M. Solot has been working with philanthropic issues and institutions in the San Francisco Bay Area for over 20 years. In her current position as executive director of The Marcled Foundation, she oversees a $2 million annual grants program, currently focused on: social services and legal services organizations, youth leadership and development, education, and medical issues. Previously, Solot was executive director of the Moca Foundation, and she worked as an attorney in both the private and public sectors, specializing in family law. Solot serves on the board of two family foundations, as well as the board of the Athenian School, Jewish Family and Children’s Services and Northern California Grantmaker's Family Philanthropy Exchange. In addition, she has had extensive training as a mediator.

Coffee with the “On Deck” Generation

Chet Tchozewski is founder and president of the Global Greengrants Fund, an international environmental foundation that makes small grants to grassroots environmental groups in developing nations. He is a co-founder of Grantmakers without Borders and was on the initiating committee of the Global Philanthropy Forum. He currently serves on the Council on Foundations’ Board of Directors and as the Chair of the International Committee. He is active with more than a dozen donor, activist and scholarly groups including the Environmental Grantmakers Association, European Foundation Centre, International Human Rights Funders Group, Africa Grantmakers Affinity Group, Climate Change Philanthropy Action Network, and the American Sociological Association. He received the Council on Foundation prestigious Robert W. Scrivner Award for Creative Philanthropy in 2004.

Session:Sharing Struggles and Strategies - Change Through International Family Philanthropy

Peter Berliner is the managing director of the PRI Makers Network, a national association of foundations that are making program related investments to advance their philanthropic goals. Berliner was the program director at the Paul G. Allen Family Foundation and executive director of the Children’s Alliance, a public policy advocacy organization in Washington state. He serves on the boards of directors of Thrive by Five Washington and YouthForce, and is a past-president of the Board of Directors of Philanthropy Northwest.

Session:Mission Related Investing (MRI) and Program Related Investments (PRI): Opportunities for Philanthropic Organizations

Meenakshi Chakraverti directs the international initiatives of the Public Conversations Project in Watertown, Mass. She has been involved in a number of dialogue projects, including post-conflict dialogue in Burundi, dialogue on foster care, dialogue and strategic thinking on U.S. energy policy, multi-generational dialogues on the legacy and effects of World War II, and consultative dialogues on gender and crisis prevention and recovery. She also has taught international negotiation at the University of California San Diego and the Woodrow Wilson School of Public and International Affairs at Princeton University.

Session:Let’s Put the Civil Back into Discourse

Tracy Gary has founded 18 nonprofits, including the Women’s Funding Network, which she co-created with Gloria Steinem and others. Forty years ago, despite growing interest and activism around opportunities and human rights for women and girls, there were no funding organizations dedicated to women's leadership and causes. Now, the Women's Funding Network consists of more than 145 such organizations - called women's funds - in the US and across the globe, all championing investment in women and girls. Gary now works with donors through her nonprofit, Inspired Legacies, and wrote the highly acclaimed book, “Inspired Philanthropy.”

Session:Wind In Our Sails - Women Philanthropists Championing Women and Girls

Michael Gast is the family philanthropy coordinator for Resource Generation (RG), a national nonprofit based in New York City. Gast is an experienced social change philanthropist, donor organizer and fundraiser. He is a talented facilitator with years of experience creating workshops and training for young people on issues ranging from environmental justice to financial planning. Resource Generation organizes young people with financial wealth to leverage resources and privilege for social change. RG offers specific programming and support for young people, 18-40, involved in their family funds’ through delegations, retreats, workshops and publications.

Session:Next Generation Retreat for Family Members

Carole Lệvy has been an executive coach with Learning as Leadership since 1991, originally working directly with LaL’s founder, Claire Nuer, in Paris. Carole’s clients have ranged from vice presidents of finance companies to NASA Directors. She has a passion for working with executive directors of non-profits and foundations, and for helping people be more self-aware and find the resources to achieve their essential goals in life. She earned her master's degree from the University Paris Sorbonne (Paris IV) and has studied group facilitation and conflict resolution at the University of Tours in France.

Session:Effective Leadership: Bringing Our Best Selves Forward in Challenging Times

Craig Muska is responsible for recommending, implementing and monitoring investment strategy for client families of the Threshold Group. His work includes identifying investment philosophy, policy and asset allocation in close alignment with the goals and aspirations of individual family members and families as a whole. Muska also focuses on developing and managing Threshold's mission-related investment and service offering. Muska joined Threshold after serving as managing director at IW Financial in Portland, Oregon, an investment research and consulting firm dedicated to values-based investing. Previously, he established a global wealth management platform at Envestnet Asset Management, and researched international equities, merger and acquisition opportunities as part of the investment team at both Credit Suisse HOLT and Nuveen Investments.

Session:Mission Related Investing (MRI) and Program Related Investments (PRI): Opportunities for Philanthropic Organizations

David Nee is the executive director of the William Caspar Graustein Memorial Fund, which works collaboratively to improve education for Connecticut’s children by supporting school change, informing the public debate on educational issues, and strengthening the involvement of parents and the community in education. The Memorial Fund’s Discovery Initiative supports 49 Connecticut communities in developing locally-driven action plans. He has served on numerous local, regional, and national boards focused on children and philanthropy. He currently is co-chair of the Small Organizations Working Group of the Panel on the Nonprofit Sector, convened by Independent Sector. He also is co-chair of a task force leading a capacity-building initiative for the Forum of Regional Associations of Grantmakers.

Session:Creating Responsive Asset Allocation for Good and Bad Markets – A Beginner’s Guide

Marc-Andrệ Olivier has co-developed and co-facilitated the Learning as Leadership curriculum for 20 years. As a primary designer of LaL’s public and in-house training programs, he coaches management teams and executives to practically apply the tools of LaL to their current business challenges. Olivieris a Member Consultant of the Society for Organizational Learning (SOL) and a fellow of the World Business Academy. He has lectured at University of California- Berkeley’s Haas School of Business. He has presented at SOL and Pegasus Systems Thinking conferences, the San Rafael Leadership Institute and Centered Leadership.

Session:Effective Leadership: Bringing Our Best Selves Forward in Challenging Times

Deborah Richardson has a 30-year track record in program development, administration, and fund-raising. Prior to her appointment as chief program officer, Richardson was the CEO of The Atlanta Women’s Foundation (AWF). She also has served as the vice president of programs and strategic initiatives at AWF; director of program development for Fulton County Juvenile Court; founding executive director of the Juvenile Justice Fund, and managing director of the National Black Arts Festival. As an advocate on child sexual exploitation, Richardson has designed leading programs for girls victimized by commercial sexual exploitation.

Session:Wind In Our Sails ~ Women Philanthropists Championing Women and Girls

Arun Sardana, senior vice president and institutional consultant with UBS Global Asset Management, works with nonprofits to design investment, spending and reserve policies and risk management strategies using sophisticated modeling techniques. Sardana is a co-founder of NPO Cooperation Circle, a peer-to-peer network for nonprofit leadership in the Washington, D.C., area. He was the chair of the 2009 planning committee for American Society of Association Executives(ASAE) Finance and Business Operations Symposium , and has been a featured speaker at numerous forums on finance for nonprofits. Sardana has earned his Certified Investment Management Analyst (CIMA) designation.

Session:Creating Responsive Asset Allocation for Good and Bad Markets - A Beginner's Guide, If I Knew Then What I Know Now: New Thoughts on Managing Philanthropy Assets

Kevin Salwen spent 18 years writing and editing at the Wall Street Journal, then left to create his own company in 2000. He is on the board of Atlanta Habitat for Humanity. When 15 year-old Hannah noticed a homeless panhandler near her school, she began prodding her parents to be a family that “does something.” They saw an opportunity for leadership and self-sacrifice that could help their children grow emotionally and spiritually. In essence, they replied, “What are YOU willing to do?” As it turns out she and her brother were willing to do a lot, including thinning out possessions and trading a summer with friends at the pool for a summer of service. The Selwan’s sold their home and granted one half of the proceeds to the Hunger Project. Kevin and Hannah are releasing a book, “The Power of Half Unabridged,” in February.

Session:Charting their Course: Raising the Next Generation of Givers

Robert R. Stains, Jr., senior vice president of the Public Conversations Project (PCP) in Watertown, Massachusetts, has worked to create constructive conversations among opponents around issues of sexual orientation, religion, abortion, gender, social class and race. In addition, he trains other senior practitioners in the PCP approach and provides consultation to academic, civic and religious leaders. He consults to the interpersonal skills component of the Harvard Negotiation Project at Harvard Law School, sits on the board of directors of The Democracy Imperative, and serves as a guest scholar practitioner for the Dialogue, Deliberation and Public Engagement Program at Fielding Graduate University in Santa Barbara, California. He also maintains a private mediation, training and consulting practice in Beverly, Massachusetts.

Session:Creating Responsive Asset Allocation for Good and Bad Markets - A Beginner's Guide, If I Knew Then What I Know Now: New Thoughts on Managing Philanthropy Assets

Lynn B. Thoman is co-president of the Leon Lowenstein Foundation, which focuses on education, health, and medical research. She also is managing partner of Corporate Perspectives, a consulting firm. Prior to that, she worked in international marketing, strategic planning, and foreign exchange exposure for American Express. She has served as co-chair of the advisory council for the Woodrow Wilson School of Public and International Affairs at Princeton University and as a board member for Harvard Medical School. Thoman also is a member of the board of Leadership Enterprise for a Diverse America (LEDA) and an honorary trustee of eastern New York chapter of The Nature Conservancy.

Session: Creating Responsive Asset Allocation for Good and Bad Markets - A Beginner's Guide

Cole Wilbur is a trustee of the David and Lucile Packard Foundation. He served as CEO of the foundation for 23 years. Prior to that, he was executive director and CEO of the Sierra Club Foundation. Cole was the interim president and CEO of the Council on Foundations in 2005. In 1999, he received the Distinguished Grantmaker Award from the Council on Foundations, he was a senior fellow at the Council in 1999-2000. He currently serves on the boards of the David and Lucile Packard Foundation, Colorado College, the Institute for Global Ethics, Planned Parenthood Mar Monte, the NARAL Foundation, and Philanthropic Ventures Foundation. Wilbur also serves on the advisory boards of the Sierra Club Foundation, the Entrepreneurs Foundation, and the American Land Conservancy. His past board affiliations include the Council on Foundations, the Foundation Center, Northern California Grantmakers, Peninsula Grantmakers, the Global Fund for Women, the Peninsula Conservation Center, and the University of San Francisco Institute for Nonprofit Management.
Session: Foundation Governance and Management Boot Camp

Richard Woo is the chief executive officer of The Russell Family Foundation in Gig Harbor, Washington. The Russell Family Foundation supports grassroots leadership, environmental sustainability, and global peace and security. Richard volunteers on the board of directors for the Council on Foundations (COF) and Philanthropy Northwest. He also serves on the national leadership committees of the Diversity in Philanthropy Project and the More for Mission Campaign in philanthropy. Before joining The Russell Family Foundation in 2000, Richard worked for nearly 12 years at Levi Strauss & Co. in community relations, corporate social responsibility and philanthropy. In his last three years there he served as executive director of the Levi Strauss Foundation, a global funder in 40 countries.

Session:Increasing Philanthropic Impact through Mission Related Investing (MRI) and Program Related Investments (PRIs)

Jenny Yancey and her husband, Dan Siegel, worked in Eastern Europe for eight years studying young social entrepreneurs and the development of emerging philanthropic and non-governmental sectors. During this time the Berlin Wall fell, and suddenly new possibilities opened up for young people. Upon returning to the U.S., Yancey and Siegal conducted a national survey of the donor education field and learned donors were eager to know how to pass their legacy and values on to their children. Having witnessed the enthusiasm of youth in Eastern Europe, they sought to bring that same sense of promise to US youth. The couple co-founded YouthGive to allow young people and their families to become involved in their communities as youth philanthropists. Their daughter, Weezie, now 18, was the inspiration for the YouthGive project.

Session:Raising the Next Generation of Givers

Akhtar Badshah, senior director of Global Community Affairs at Microsoft Corporation, administers the company’s global community investment and employee programs. Badshah manages the Microsoft Unlimited Potential Community Technology Skills Program (CTSP), a global initiative designed to help narrow the technology skills gap, aid global work-force development, and create social and economic opportunity by providing technology training through community technology centers. Badshah also oversees programs aimed at helping nonprofit organizations improve their effectiveness through increased technology capacity. He is a board member of the United Way King County, the Global Knowledge Partnership, Council on Foundations, Youth Employment Summit Inc., and the US Chamber of Commerce’s Business Civic Leadership Center.

Session: Finding Our Future – Creating Excellent Schools

Sara J. Corse, a psychologist with the Council For Relationships (CFR) in Philadelphia, Pa., has 25 years experience working with individuals, couples, and families on issues of grief and loss, intimacy, communication, and depression. She teaches Lifespan Development in the CFR/Jefferson University Masters in Couple and Family Therapy Program. She is the director of CFR’s Community Partnership Initiative, which strives to bring mental health and consultative resources to vulnerable populations in community settings. Corse is the author of “Cradled all the While: The unexpected gifts of a mother’s death”, a moving memoir that illuminates the complex dynamics of family relationships and the redemptive and transformative possibilities that emerge in caring for a dying parent.

Session: Working Toward the Good: Engaging Grief, Loss, and Family Philanthrop

Virginia Esposito, founding president of the National Center for Family Philanthropy, writes and speaks on a broad variety of topics promoting philanthropic values, vision, and excellence across generations of donor families. She served as the editor of “Splendid Legacy: The Guide to Creating Your Family Foundation” and editor of “The Family Foundation Library”. She serves on the Independent Sector's Ethics and Accountability Committee and the Ethics Working Group of the William and Flora Hewlett Foundation. Ginny is a former vice president of the Council on Foundations, where she founded the Council's program on family philanthropy. She has served on numerous philanthropic boards and advisory committees. Most recently, Ginny was named the first Frey Chair for Family Philanthropy, visiting scholar of the Dorothy A. Johnson Center for Philanthropy at Grand Valley State University.

Session: The Value of Family Philanthropy

Jason Franklin is deputy director of the 21st Century School Fund (21CSF) and a lecturer on public administration at New York University’s Robert F. Wagner Graduate School of Public Service, where he also is a doctoral candidate. His research focuses on the role of private philanthropy in public policy making and on urban cultural and community development. He co-chair of the board of Resource Generation, treasurer of the board of the North Star Fund (treasurer), and the Zing Foundation. Before rejoining the staff of 21CSF, he managed the Rockefeller Foundation's Next Generation Leadership Network, housed at NYU’s Research Center for Leadership in Action. He also has worked for the Lower Manhattan Cultural Council, White House Office of National AIDS Policy, Aspen Institute, and Oregon Commission on Children and Families.

Session: Family Philanthropy as Community Leadership

Mary Galeti has actively served on the board of the Tecovas Foundation since 2000. She worked several election cycles for a variety of political campaigns at the local, state, and national levels. She now works for Grassroots.org, a nonprofit organization dedicated to implementing new and emerging technologies in the nonprofit community. She is a Starting Bloc Global Institute for Social Innovation fellow. She consults for organizations like the Global Fairness Initiative’s Women’s Trade and Finance Council and a variety of political candidates.

Session: Family Philanthropy as Community Leadership

Amy Fackelmann Gonzalez, senior philanthropic advisor for the California Community Foundation (CCF), works with donors at family funds to strategize and implement an effective and fulfilling giving plan. Gonzalez manages the Iraq Afghanistan Deployment Impact Fund (IADIF), a custom strategy for a donor that has awarded $235 million in grants since 2006 to assist troops, veterans, and their families. Before joining CCF, Gonzalez was program coordinator for the Council on Foundations, supervising projects that addressed management, governance, and investment issues at community foundations. She also has worked at several nonprofit organizations, including the Smithsonian Institute’s Friends of the National Zoo. She is a founding member of the Excellence in Family Philanthropy Initiative, a peer-driven program to strengthen the body of knowledge and expertise in working with philanthropic families organized by Boston-based The Philanthropic Initiative (TPI).

Session: our Troops, Veterans and their Families through Philanthropy

Gregory R. Hillgren, president of CALVEST, has an extensive background in real estate acquisition, development, financing, marketing, and management of investment-grade residential, commercial, and mixed-use projects throughout California. Under his leadership, CALVEST has successfully acquired, entitled, and/or developed approximately $500 million of investment- grade assets, including 600,000 square feet of office space, 850 apartment units, 2,150 single family lots, and approximately 650 single family homes. Hillgren is active in community and philanthropic efforts, serving on the boards of several organizations in the Southern California area, including the Board of Leaders for the University of Southern California Marshall School of Business. He served two years as chairman of the Rancho Santa Fe Foundation, and previously completed two terms as president of the Rancho Santa Fe Golf Club.

Session: Supporting our Troops, Veterans and their Families through Philanthropy

Valerie Jacobs is the founder of Valerie Jacobs Consulting, a group dedicated to providing consultation support to individual philanthropists and family foundations. In addition, Jacobs is a nationally known speaker, and has created a series of workshops and conferences for women of wealth and wealthy families, presenting them throughout the country. She has been featured on the PBS program, “Money Matters with Adam Smith”, and has been interviewed for numerous books and publications including Forbes, Ms. Magazine, The Wall Street Journal, Kiplinger’s Personal Finance, The Chronicle of Philanthropy, The London Times, The Los Angeles Times and The San Diego Union. She has served on her family’s foundation board since 1988 and has served three terms as board chair. In addition, Jacobs, her husband, and two children started their own family foundation in 2007.

Session: Sharing Succession, a Panel-free Session

Wendy Jaffe is executive director at the Trio Foundation of St. Louis, a family foundation. Prior to that, Jaffe was director of services at the local regional association of grantmakers, the Metropolitan Association for Philanthropy (now the Gateway Center for Giving), where she provided education and support to the 70 corporate and foundation grantmaker members. She also has worked for the Jewish Federation of St. Louis, where she was endowment associate. She currently serves on the boards of the Gateway Center for Giving and Central Reform Congregation.

Session: Size Doesn’t Matter

Nancy Jamison is the executive director of San Diego Grantmakers (SDG), a membership association aimed at strengthening San Diego philanthropy. The mission is to connect, educate, develop, and inspire a diverse group of foundations and corporations to stimulate effective philanthropy. Currently there are 90 members– family, private, and community foundations; corporations; and government organizations working together to enhance grantmaking. Before joining San Diego Grantmakers, Jamison was a senior consultant with TrustWorks Group, a leading San Diego organizational development firm, providing strategic planning, leadership, and team development for nonprofits, corporations, and associations.

Session: Many Drops in an Ocean: Diversity and Inclusion in Family Philanthropy

Linda Katz is the founding president of the San Diego Women's Foundation. Inspired by an idea, a small group of San Diego volunteers envisioned an organization that would promote the participation and leadership of women in philanthropy. Katz also is a founder of Women Give San Diego, a donor circle of the Women's Foundation of California. She currently serves on the United Way of San Diego board and is a founder of the United Way's Women's Leadership Council. She has served as board chair for Planned Parenthood of San Diego and Riverside Counties, Senior Community Centers, LEAD San Diego, and Rady Children's Hospital Auxiliary. Her board service also has included The San Diego Foundation, Planned Parenthood Action Fund, Francis Parker School, and the Junior League of San Diego. Her many honors include Planned Parenthood's Margaret Sanger Award and San Diego Magazine's Volunteer of the Year.

Session: Wind In Our Sails – Women Philanthropists Championing Women and Girls

Peter F. Lamb is the senior philanthropic advisor for the New Hampshire Charitable Foundation. He joined the foundation in 1999 and recently was the vice president for philanthropy. He provides counsel and charitable solutions for individuals and their advisors who seek to organize charitable ideas and pursue family legacies. Lamb has served the nonprofit field for more than thirty years and balances the art of philanthropic planning with the science of achieving effective results. He has served on numerous boards including current positions as a trustee of the University System of New Hampshire, the bi-country Gulf of Maine Council, and several private foundations. He is a member of the New Hampshire Estate Planning Council, the Council on Foundation’s AdNet steering committee and a founding member of the national Excellence in Family Philanthropy: Community Foundations Working Group.

Session: Ways to Achieve Greater Impact Through Using a Community Foundation

Atiba Mbiwan, associate director of The Zeist Foundation, a family foundation in Atlanta, works on grantmaking in the areas of education, arts and culture, and health and human services. He also shares responsibility for the foundation’s place-based effort in the Edgewood neighborhood of Atlanta. Prior to joining the foundation, Mbiwan was a program officer at the Arthur M. Blank Family Foundation. He was instrumental in creating and sustaining AmeriCorps programs in Georgia during the 1990s and has been a consultant with the Corporation for National and Community Service. A former math teacher, he helped launch a charter school in metro Atlanta. He serves on the board of the Georgia Afterschool Investment Council and on the advisory board of the Oglethorpe University Center for Civic Engagement. He is board president of the Atlanta Bicycle Coalition.

Session: Creative Ways to Achieve Greater Impact Through Using a Community Foundation

Lisa Parker is president and executive director of the Lawrence Welk Family Foundation, a position she assumed in 1997. She has more than 18 years of experience in philanthropy and nonprofit management. As a third-generation Welk, Parker was a member of the foundation’s adjunct board beginning in 1984 and has served on the senior board since 1990. Her work has included managing nonprofit organizations and consulting with both corporate and family foundations. She has spoken extensively on issues related to family philanthropy for the Council on Foundations, the National Center for Family Philanthropy, Southern California Grantmakers and San Diego Grantmakers.

Session: Sharing Succession, A Panel-Free Session and Wind In Our Sails: Women Philanthropists Championing Women and Girls

Susan Price is the vice president of the National Center for Family Philanthropy and former managing director of Family Foundation Services at the Council on Foundations. She has perspective on how families have nurtured the giving impulse in successive generations. Previously, she had an 18-year career as a freelance writer for businesses, associations, and the mass media. Her articles have appeared in such publications as Working Mother, Family Life, The Washington Post, and The Washingtonian, and on several Web sites. She is the author of “The Giving Family: Raising Our Children To Help Others” (Council on Foundations, 2001, revised 2003), and is a frequent speaker to groups around the country on the subject of instilling philanthropic values in children. Price has been interviewed about parenting issues on “The Oprah Winfrey Show,” “Today,” numerous other television and radio broadcasts, and many newspapers and magazines.

Session: Charting their Course: Raising the Next Generation of Givers

Sushma Raman is the president of Southern California Grantmakers (SCG), a regional membership association of private-sector grantmakers. SCG’s members include family, community, private, corporate, public, and operating foundations, as well as individual grantmakers, and they collectively give $2.5 billion annually in support of communities throughout the region. Before joining SCG as president in 2007, Raman served with The Ford Foundation as program manager of the International Initiative to Strengthen Philanthropy, a $100 million project that increases the impact, effectiveness, and scale of key foundations worldwide. She also has worked for the Open Society Institute in Los Angeles, the Los Angeles Emergency Food and Shelter program El Rescate, and at the Center for Human Rights. Raman currently serves on the Council on Foundations’ Family Foundation Committee, Independent Sector’s Public Policy Committee, and the Foundation Center’s Research Advisory Board.

Session: Grantmaking 101

Mitchell Singer, senior philanthropic advisor for Rockefeller Philanthropy Advisors, has over 13 years of experience in philanthropy, nonprofit management, and government. Before joining Rockefeller Philanthropy Advisors, Singer served as associate director of The Center on Philanthropy and Public Policy at the University of Southern California. Prior to joining USC, Mitch worked for The California Endowment, where he analyzed trends in giving, managed the foundation’s discretionary grant programs, and spearheaded its ethics programs. He serves on the Los Angeles Leadership Committee of Lambda Legal Defense and Education Fund and as a board member of the Mid City West Community Council.

Session: Leaders Salon: Is Giving in Perpetuity Good for your Family?

Allison Sole, deputy director of 21/64 at the Andrea and Charles Bronfman Philanthropies (ACBP), consults with family foundations and related groups, develops 21/64 tools, helps manage the young donor network Grand Street, and runs “train the trainer” programs. Prior to joining ACBP, Allison was at the Arnold P. Gold Foundation for Humanism in Medicine, where she served as director of programs and cultivated the Gold Humanism Honor Society, a society recognizing select medical students, residents, and faculty for compassionate, relationship-centered care at medical schools across North America. Allison also was an educational consultant for youth and an academic book editor. She currently sits on the Council on Foundations’ Next Generation Task Force.

Session: Getting Aligned Across Generations

Michell Speight joined the Dyson Foundation in 2000 and manages the foundation’s Mid-Hudson Valley grantmaking program. Speight has 25 years of experience in the nonprofit sector working for small to medium-sized community-based organizations such as Planned Parenthood of New York City, the Bronx Perinatal Consortium and the Center for Children + Families, managing and developing programs to ensuring women and children have access to health care. In addition, she worked for Associated Black Charities to establish philanthropic resources in New York City’s African American nonprofit community.

Session: Family Philanthropy as Community Leadership

Adrienne Vargas, vice president for charitable giving and donor relations for The San Diego Foundation, is responsible for developing programs and services to support asset growth and identity within the San Diego region. She works closely with charitably-minded individuals and estate planning professionals to establish and grow endowments, legacy funds, and planned gifts. Since joining the foundation in 1997, Vargas has held several positions, including associate vice president for fund services, ensuring that donors and fund advisors receive the highest quality service in developing and meeting their philanthropic goals. She also has worked on board and volunteer relations, human resources, grantmaking, and marketing and communications. Prior to joining the foundation, Adrienne worked as a development officer for the Grossmont Hospital Foundation, a staff assistant for the Harvard College Fund, and as an eighth grade teacher at a parochial school in the Bronx.

Session: Sharing Succession: A Panel-Free Session

Christy Wilson is executive director of the Rancho Sante Fe and a lifelong resident of the community. She is charged with leading the development function, overseeing more than 225 component funds, and creating philanthropic and leadership opportunities in the San Diego County region. During the last 10 years, the foundation has facilitated more than $80 million in new charitable gifts and grants worldwide; grants from the foundation and its donor advisors comprise more than 20% of total assets each year. The foundation’s Center for Family Philanthropy was launched three years ago to assist families in creating a family tradition of philanthropy. Since its inception, the Center has worked with donor advised funds, family foundations, and individuals to increase the impact of their charitable dollars.

Tuesday: Supporting our Troops, Veterans and their Families through Philanthropy

Rachel McCarthy Bender is president of the McCarthy Family Foundation, a foundation dedicated to enhancing the health, welfare, education, and safety of the community through family philanthropy. Currently serving her fifth year as president, she actively participates in San Diego philanthropy and represents the foundation as a member of the San Diego HIV Funding Collaborative as well as participates with the San Diego Child Welfare Group. Bender is an active member of the National Charity League–Poway Chapter and participates in numerous volunteer activities throughout the San Diego region.

Session: Sharing Succession, a Panel-Free Session

Courtney Bourns, director of programs at Grantmakers for Effective Organizations (GEO), oversees the development and implementation of programs as the organization continues to expand its work facilitating change in grantmaker practices. Bourns brings to GEO over 12 years of experience leading and facilitating change having worked with community groups, nonprofit organizations, and foundation-nonprofit collaboratives committed to social change. She has led training, facilitation, and consulting initiatives in organizational development, strategic planning, and leadership development. Prior to joining GEO, Bourns served as director of organizational development and training with Conservation International . She also spent six years as a senior associate at the Interaction Institute for Social Change in Cambridge, Mass., where she served in the lead consulting role on GEO's Change Agent project.

Session: Redefining Impact: How to Rethink the Effectiveness of Your Grantmaking

Anthony Colon is executive director of the Green Family Foundation (GFF), a private, nonprofit organization dedicated to supporting social programs that impact global health and alleviate poverty. Before joining GFF, he served as senior program associate at the Funders’ Network for Smart Growth and Livable Communities, a national network of philanthropic institutions focused on growth and development issues. During his tenure at the Funders’ Network, Colon co-authored “Unlocking the Promise: a Funders’ Guide to Transformational Grantmaking” and co-developed a national philanthropic learning initiative, the P.L.A.C.E.S. (Professionals Learning About Community, Equity, & Smart Growth) fellowship program. He is a member of Emerging Practitioners In Philanthropy, Hispanics In Philanthropy, and involved in various programs of Resource Generation.

Session: Sharing Struggles and Strategies: Change through International Family Philanthropy

Julie Dorf, founder of the International Gay & Lesbian Human Rights Commission (IGLHRC), has been a leader in the LGBT rights movement for 20 years. She directed IGLHRC from 1990 to 2000, creating an organization that protects and advances the human rights of all people and communities subject to discrimination or abuse on the basis of sexual orientation, gender identity, or HIV status. She recently helped create the Council for Global Equality, dedicated to ensuring an American foreign policy inclusive of sexual orientation and gender identity issues, where she works as a senior advisor. In the past decade, Dorf has worked in philanthropy serving as director of Philanthropic Services for Horizons Foundation and as vice president of the Vanguard Public Foundation. She has extensive experience providing philanthropic advice to individual donors, legacy planning, and donor education and currently serves on the boards of directors or advisory boards of several human rights organizations.
Session: Sharing Struggles and Strategies: Change through International Family Philanthropy

Valaida Fullwood is a founding member of New Generation of African American Philanthropists (NGAAP-Charlotte) a giving circle, giving back. She has worked as a writer, creative consultant, and project manager, primarily in education, the arts, and philanthropy for over a decade. Before becoming an independent consultant, Fullwood managed international economic development projects for major corporations, living and working overseas. She serves on several boards in the Charlotte, NC, region, including the African American Community Foundation, Charlotte ViewPoint, Community Investment Network, Northwest Corridor Community Development Corporation, and Wesley Heights Community Association.

Session: Strategic Philanthropy: Vehicles for Getting It Done

Linetta J. Gilbert is senior program officer at the Ford Foundation, specializing in programming and grantmaking related to community philanthropy and civic culture in the U.S. and abroad. In this role, she leads the Community Philanthropy, Race and Equity in the American South Initiative, the U.S.-Mexico Border Philanthropy Partnership, as well as Ford’s investments in community philanthropy globally. Gilbert has been an active leader within several national philanthropy and affinity groups, including the Neighborhood Funders Group, the Association of Black Foundation Executives, (current Board member), Grantmakers for Children/Families and Youth, and the National Black Church and Philanthropy Initiative (Board member). She also serves on the board of the Louisiana Disaster Recovery Foundation.

Session: Strategic Philanthropy: Vehicles for Getting It Done

William J. Lyons is director of the Leadership Project of Wealth for the Common Good, working with business leaders and investors promoting shared prosperity and fair taxation. He has served as a philanthropic and governance counselor to families, family foundations, and family offices for more than 10 years. Previous positions include working with James E. Hughes Jr., Asset Management Advisors and Arabella Philanthropic Investment Advisors. Lyons helps individual and family clients clarify their values and develop cohesive board and family governance structures and systems. He has focused extensively on mentoring younger family members and developing next-generation educational curricula. He is a board member of his family’s family foundation and a founder of the Good Shepherd Fund

Session: Who is Family? What is a Philanthropist?

Jane D. McCarthy is currently secretary of the McCarthy Family Foundation and served as the foundation’s past president and chair from 1988 to 2004. The McCarthy Family Foundation makes grants in the areas of HIV/AIDS, homelessness, science education, and child abuse prevention in San Diego County. McCarthy is involved in many community activities, including the Poway Center for the Performing Arts Foundation, Rebuild RB/RB United, the UCLA Foundation, Women and Philanthropy at UCLA, Vista Hill Women's Council on Mental Health, and the San Diego Women's Foundation. She is also a licensed radiologic technologist.

Session: Sharing Succession, a Panel-Free Session

Timothy McIntosh, Jr. is founder of The Barber Foundation, which serves as the philanthropic arm of his barber school, Park West Barber School, in Durham, NC. The Barber Foundation helps build partnerships and develops service projects for his students and empowers and supports lower income individuals and those who are harder to employ through vocational training education. Through partnerships developed by the Barber Foundation, the school has teamed with Duke University to provide free haircuts and screenings for diabetes and hypertension and with the Department of Nursing at North Carolina Central University and the Durham County Health Department to provide blood pressure screenings. He also formed a partnership with the NC Department of Correction and received a federal grant for an effort to reduce recidivism among African American men. McIntosh is a member of a giving circle, The Next Generation of African American Philanthropists (NGAAP), where he works for the positive socioeconomic development of the African American community.
Session: Who is Family? What is a Philanthropist?

Ash McNeely, senior officer at The Pew Charitable Trusts, serves as West Coast liaison for individuals, families, and foundations wishing to leverage and amplify their philanthropy through partnerships with Pew. She is also executive director of the Sand Hill Foundation, a family foundation in Menlo Park, CA, that focuses on regional efforts to protect the environment and help families break the cycle of poverty. Prior to joining Pew, McNeely was vice president of donor engagement at the Silicon Valley Community Foundation, managing grantmaking for 1,200 donor-advised funds, supporting organizations, and scholarships. At the Peninsula Community Foundation, she led the strategy and execution of advised fund grantmaking, business development, and communications. She has spoken about philanthropy at numerous national forums and has been a visiting lecturer at Stanford University, Harvard Business School, and Colorado College. McNeely sits on the boards of Open Square Foundation and Opportunity Fund and is an active volunteer with several organizations.
Session: Strategic Philanthropy: Vehicles for Getting it Done

Julieta Mendez is program officer for the International Community Foundation, in charge of the due diligence and oversight of the Foundation's grantmaking. Her responsibilities entail working closely with grantees and donors to ensure the highest level of transparency and to help improve the grantmaking process. Mendez also manages the Foundation's programs in the state of Oaxaca, Mexico, and is working to increase the Foundation's support of nonprofits in this region. In 2006, she was recognized as an Emerging Leader fellow by the Center on Philanthropy and Civil Society, based at the City University of New York, where she explored ways in which U.S. community foundations are partnering with Mexican immigrant grassroots organizations to better serve the changing American community. She is co-author of the study, “Corporate Giving Trends in the U.S.-Mexico Border Region,” an initiative led by the Border Philanthropy Partnership that explores maquiladora philanthropic trends in the border region.
Session: Sharing Struggles and Strategies: Change through International Family Philanthropy

Julie Morton, communication strategist, and leadership coach, applies theory to complex, real life situations and equips clients with the tools for change. She has very specialized training in small group dynamics, organizational change, and interpersonal and organizational communication. She is also a family communication strategist, providing clients with innovative approaches to organizational, familial, individual, and general communication issues. She has a doctoral degree, advanced training in Conflict Management and Mediation from the Institute of Peace and Conflict Studies at Conrad Grebel University College and is an Adler trained coach. Morton is a founding member of the Family Firm Institute, Toronto Branch, and holds an appointment as adjunct professor of Entrepreneurial Studies at the Schulich School of Business (York University) in Toronto.

Session: Getting Aligned Across Generations

Barbara Mandel Pache is the funder collaboratives consultant for San Diego Grantmakers. In this role, she facilitates four funding collaborations focused on social issues in the San Diego region: Child Welfare, Homelessness, Workforce Development, and Prisoner Re-entry. While each of the groups is at a different stage of collaboration, they are all pointed to learn, demonstrate, and advocate for systems change, working with local and state elected leaders and policymakers. Pache has more than 25 years experience in the nonprofit sector.

Session: Public Policy and Advocacy

Sara Pillsbury co-founded the Liberty Hill Foundation in 1976, which provides funding to community organizations in Los Angeles that seek long-term solutions to entrenched social problems. Pillsbury studied filmmaking at UCLA and began producing dramatic films in 1979, when she co-produced Board and Care, Academy Award winner for Best Live Action Short. In 1981, she formed Sanford/Pillsbury Productions with Midge Sanford. They have produced nine feature films, including Desperately Seeking Susan, River’s Edge, Eight Men Out, Love Field, How to Make an American Quilt, and The Love Letter. They have also produced four television films, including Emmy-winning HBO film And the Band Played On. Their latest feature, Quid Pro Quo, premiered at the Sundance Film Festival in January 2008. Since 2004, Pillsbury has devoted much of her time to encouraging civic participation in the nonprofit sector. She is currently developing the California Participation Project, the Los Angeles-based initiative of the Nonprofit Voter Engagement Network.

Session: Emerging Leaders Salon: For Trustees

Leon H. Reinhart, a financial industry veteran with over 35 years of banking experience, retired in 2001 as president and CEO of San Diego-based First National Bank (FNB). He now dedicates much of his time as chairman of The Reinhart Humanitarian Foundation, a family philanthropic organization dedicated to improving the lives of impoverished communities in Latin America, mostly Guatemala, where high-impact projects of self-sustainability for indigenous communities are undertaken. Reinhart spent 27 years of his banking career in Mexico, Panama, Puerto Rico, Ecuador, Iran, Dubai, and Bahrain. Reinhart has served on several boards, including the San Diego Regional Chamber of Commerce, the Mexico Business Center, Boy Scouts of America, the International Community Foundation, and Hospital Infantil de las Californias (Tijuana).

Session: Sharing Struggles and Strategies: Change through International Family Philanthropy

Holli Rivera, managing director at Arabella Advisors, a national philanthropy advisory firm, has more than 15 years experience in business consulting, donor education, facilitation, and foundation and nonprofit management. Rivera joined Arabella Advisors as director of Family Philanthropy to strengthen the firm’s work with families on strategic planning, evaluation, family engagement, and grants management. She also currently serves as the executive director of the Mead Family Foundation in Washington, D.C. Prior to joining Arabella, Rivera served on the senior leadership team of the Association of Small Foundations, as director of Educational Programs and as director of Outreach and Corporate Development. Her previous experience includes serving as program director for an international aid organization, consultant for several international trade firms, and university instructor in Guadalajara, Mexico, and Niigata, Japan.

Session: Strategic Philanthropy: Vehicles for Getting it Done

Ron Rowell is president of Native Americans in Philanthropy and a consultant in private practice working with the philanthropic and nonprofit sectors. He served as program officer for Social Justice at the San Francisco Foundation from 2000 to 2009. His professional career prior to philanthropy included health planning, refugee resettlement, economic development with American Indian tribes, and HIV/AIDS prevention and treatment. He founded the National Native American AIDS Prevention Center in 1987 and became its first executive director. He is president of the board of directors of the Friendship House Association of American Indians of San Francisco and serves as vice chair of Funders for LGBTQ Issues and co-chair of the Public Policy Committee of Northern California Grantmakers. Rowell was appointed to the board of the French-American Cultural Society in 2005 by the Consul-General of France in San Francisco and serves on the board of the Yerba Buena Gardens Festival.

Session: Who is Family? What is a Philanthropist?

Alan Sorkin is a founding partner of San Diego Social Venture Partners and serves as president of Social Venture Partners International, secretary of the Human Development Foundation, and board member of San Diego Grantmakers. He has a rich, varied career as a chief executive of several for-profit and not-for-profit corporations and a major philanthropic funding organization. Retiring from a career as entrepreneur, CEO, and founder of six food service, construction, and real estate development companies, he now volunteers most of his time to developing solutions to benefit the community. He co-founded the San Diego Prevention Coalition to create healthy, drug-free lifestyles, and Parents & Adolescents Recovering Together (PARTS) to empower parents to drive their child’s recovery from alcohol and drugs.

Session: Strategic Philanthropy: Vehicles for Getting it Done

Louarn Sorkin is a founding partner of San Diego Social Venture Partners and serves on several of its committees. She also has served as a board member of the Academia for the Arts, Friends of Children (the Child Abuse Prevention Foundation), PARTS (Parents and Adolescents Recovering Together Successfully), and the Single Professional Society for the Performing Arts. For 52 years Sorkin has volunteered her time and creative talent for charitable organizations and, today, concentrates her efforts on making charitable organizations more effective and sustainable. In 2002, Sorkin co-founded “Just In Time”, a nonprofit organization that furnishes first apartments and dorm rooms for transitioning foster youth as they turn 18 and “age out” of foster care, and helps with their special needs as they work toward becoming independent young adults. She currently serves on the board of the Salvation Army Women’s Auxiliary and was named a “Woman of Dedication” by the Auxiliary in 2009.

Session: Strategic Philanthropy: Vehicles for Getting it Done

Rebecca Stone is an independent consultant based in Brookline, MA. Her 30-year career in public policy has been spent in Washington, D.C., Chicago, and Boston, focused on human rights and social welfare with particular attention to child, youth, and community development; women’s rights; and grassroots civic action. Prior to consulting, Stone worked for numerous nonprofits in policy, advocacy, and research, and on Capitol Hill as a legislative assistant in human rights and foreign affairs. As a senior research associate at the Chapin Hall Center for Children at the University of Chicago, she developed the Core Issues in Comprehensive Community-Building Initiatives project, exploring confounding factors and stakeholder dynamics in comprehensive community change efforts. Stone has worked on several projects with the Heller School’s Center for Youth and Communities and the Sillerman Center for the Advancement of Philanthropy. She is vice chair of the Brookline School Committee, member of Brookline Town Meeting, and board member of the Boston Women’s Fund.

Session: Public Policy and Advocacy

Vladimir de Vassal is director of quantitative research for Glenmede Investment Management LP, providing proprietary asset allocation and equity research for domestic and international institutional funds, private equity, The Pew Charitable Trusts, and high net worth clients of the parent company, The Glenmede Trust Company, N.A. (GTC). De Vassal joined GTC after serving as vice president and director of quantitative analysis at CoreStates Investment Advisors and as vice president of interest rate risk analysis at CoreStates Financial Corp. He has published extensively in periodicals such as Barron's, The Journal of Wealth Management, The Journal of Portfolio Management, Worth, and The Journal of Fixed Income. De Vassal is also a frequent speaker at investment conferences and universities, including the Wharton School, Princeton, Penn State, and Drexel. He is a member of the CFA Institute (formerly AIMR, the Association for Investment Management and Research) and board member of the CFA Society of Philadelphia.
Session: Creating Responsive Asset Allocation for Good and Bad Markets: A Beginner’s Guide

Sara Whitman is a published writer and recognized leader in the field of philanthropy. In addition to program work in the areas of public education, early childhood issues, and LGBT civil rights, Whitman is a board member of the Two Sisters and a Wife Foundation and serves on the board of Mass Equality, a grassroots organization working to achieve full equality for the LGBT community. She is a regular writer at The Huffington Post and pens her own blog, Suburban Lesbian Housewife, where she enjoys a growing legion of fans of her work.

Session: Who is Family? What is a Philanthropist?