Sharna Goldseker

Managing Director, 21/64

Sharna Goldseker has nearly 20 years of experience in the non-profit sector, including fifteen in the philanthropic field as a grantmaker and as a consultant to families, foundations, and advisors on next generation and multigenerational philanthropy.

Sharna is Managing Director of 21/64, a non-profit consulting practice specializing in next generation and multigenerational engagement in philanthropy and family enterprise . In that capacity, Sharna facilitates Grand Street, a network of one hundred 18-35 year olds who are or will be involved in their family's philanthropy; speaks and consults on generational transitions using 21/64's uniquely developed tools; and trains other advisors on 21/64's approach to multigenerational engagement. Sharna is co-author of #NextGenDonors, a first-of-its-kind study of high-capacity next gen donors.

Sharna earned a Bachelor of Arts from the University of Pennsylvania with majors in Urban Studies and Religious Studies. She has a Masters in Public Administration in Non-Profit Management from New York University's Robert F. Wagner Graduate School of Public Service, where she was the inaugural Charles H. Tenney Fellow. She also has training in organizational development, group dynamics, and family systems.

Sharna currently serves on the Board of Directors of the Council on Foundations and the Goldseker Foundation and is a member of the Collaboration for Family Flourishing.

Danielle Oristian York

Director, 21/64

Danielle Oristian York is a Director at 21/64, a non-profit consulting division of the Andrea and Charles Bronfman Philanthropies specializing in next generation and multi-generational strategic consulting for families. She speaks and consults with families and their advisors on multigenerational engagement and empowering the next generation using 21/64 methods and tools. Danielle also facilitates trainings on 21/64's approach to these powerful subjects.

Before 21/64, Danielle held positions at Pitcairn, a family office, and UBS. She served multi-generational families, their enterprises, and their philanthropies to coordinate and deliver planning strategies that help them understand, organize and manage their resources around an actionable strategy. Her multi-faceted roles included developing and delivering customized financial education, facilitation of family meetings and personalized coaching and mentorship.

Danielle earned a Bachelor’s degree in Communication from James Madison University. She has completed the postgraduate program at The Bowen Center for the Study of the Family at Georgetown and has studied at the Cannon Financial Institute. Currently, Danielle is a member of the Collaboration for Family Flourishing, and the Family Firm Institute.

Ashley Blanchard

Associate Director of Philanthropy, TCC Group

Seattle, WA

Consulting topics: Development and implementation of strategic grantmaking, board governance, evaluation of grants, new foundation development, next generation issues, foundation operations and management

Ashley Snowdon Blanchard is the Associate Director of Philanthropy at TCC Group, a strategic consulting firm that works with foundations, nonprofits and corporate giving programs to help them increase their social impact. At TCC she primarily works with foundations on strategic planning engagements. Her clients have included large national foundations, community foundations and numerous family foundations. She is on the board of the Hill-Snowdon Foundation, a family foundation which supports social justice efforts throughout the U.S., as well as the board of the Ms. Foundation for Women. She co-chairs the Council on Foundations’ Next Generation Advisory Task Force. Blanchard is a graduate of Stanford University and received her Masters in Public Policy from University of California, Berkeley.

Lauren Brownstein

President, PITCH

Silver Spring, MD

Consulting topics: Board governance, communication skills, development of strategic grant making practice, grant proposal evaluations, creating and managing grantmaking process

Lauren Brownstein is the President of PITCH, LLC providing fundraising consulting services to individuals and organizations in the non-profit community. Lauren has worked in the non-profit community as a fundraiser, educator, and program manager. She has raised millions of dollars for museums, workforce development programs, student support organizations, community centers, and other initiatives. She also has worked with individual donors to help them make philanthropic contributions that reflect their interests and passions. In addition, she manages the grantmaking process for the DC-based Tranquil Space Foundation, which supports programs for women and girls. As a reflection of her commitment to philanthropy and volunteerism, Lauren has served on the boards of several non-profit organizations and volunteers each week with cancer patients at a local hospital. Lauren earned an MA in Teaching in Museum Education from the George Washington University and a BA with High Distinction from the University of Virginia.

Emily Davis

President, EDA Consulting, LLC

Boulder, CO

Consulting topics: Board governance, next generation philanthropy, fundraising, and communications

Emily Davis, MNM, is the President of Emily Davis and Associates Consulting, author of Fundraising and the Next Generation; a 21/64 family philanthropy consultant; and a BoardSource Governance Trainer. She has expertise in board governance, digital engagement, fundraising, and philanthropy. Emily serves in advisory roles for Nonprofit World Magazine, Nonprofit Cultivation Center, and Social Venture Partners of Boulder County. She has received and been nominated for a number of awards throughout the country. Emily lives and works in Boulder, CO. For more information about Emily and EDA Consulting LLC visit her website and blog.

Bruce DeBoskey

Founder, The DeBoskey Group

Denver, CO

Consulting topics: Development of strategic grantmaklng practice (values, vision, guidelines), diversity, evaluation of grants, executive coaching, facilitating giving circles, family dynamics, implementing strategic grantmaklng (conducting due diligence, researching grantees, conducting site visits, effectiveness, etc.), new foundation development, next generation issues

For more than 30 years, Bruce DeBoskey has been dedicated to community building and social justice through his professional and volunteer work. It is with that mission and commitment that he founded The DeBoskey Group, a philanthropic advising consulting practice helping families, businesses, and foundations organize, strategize and maximize the impact of their philanthropic initiatives.

Bruce writes a regular monthly column "On Philanthropy" which is published in the Sunday Denver Post Business Section.

Prior to founding The DeBoskey Group, Bruce was the Regional Director of the Anti-Defamation League's Mountain States Region, directing the regional civil/human rights initiatives of this national organization. Before joining ADL, Bruce was a shareholder in Silver & DeBoskey, P.C., a 30-person law firm specializing in dispute resolution of complex civil matters. His areas of practice included discrimination, civil rights, professional liability, environmental torts, personal injury, employment disputes and business litigation. For 12 years, Bruce served as co-lead counsel on the groundbreaking class-action property contamination lawsuit against the operators of the Rocky Flats Nuclear Weapons Plant.

Bruce is a passionate, dynamic and visionary leader, committed to social change through advocacy, strategy, consensus building, philanthropy and education. His approach is collaborative and democratic, enhanced by his warm, engaging personality and inclusive sense of humor.

Bruce holds an A.B. from Indiana University in Political Science and Environmental Studies. He received his J.D. from the Georgetown University Law Center.

Barbara Feinberg

Life coach/psychotherapist, Futures

Cleveland Heights, OH

Consulting topics: Communication skills, executive coaching, facilitating giving circles, family dynamics, next generation issues

Barbara Feinberg is a family wealth therapist specializing in intergenerational communication and the role of money in relationships. She is a life coach and psychotherapist, independently licensed in social work and marriage and family therapy. Barb also has the extensive training and supervised hours in couples and family therapy required for her clinical membership in the American Association of Marriage and Family Therapists (AAMFT).^[*]

Her approach is a seamless blending of coaching and psychotherapy techniques emphasizing creative problem solving, enhanced communication skills, collaboration with clients and their advisors and effective change management. As a member of the Financial Therapy Association, she believes in the association’s mission to enhance <“>the integration of cognitive, emotional, behavioral, relational and economic issues that promote family health.<”>

Her clients' issues have included:
• Financial conflict in families
• Sudden wealth acquisition
• Parenting adult children
• Talking about money to new family members
• Couples and family (mis)communication
• Family business relationship issues
• Preparing grandchildren for inherited wealth
• Life transitions (e.g., divorce, widowhood, retirement)
• Addiction and family dynamics

Before concentrating exclusively on her private practice, Barb was a psychotherapist working with individuals, couples and groups in the Department of Psychiatry & Psychology at The Cleveland Clinic. Her patients included executives, physicians and other professionals with a myriad of psychiatric and psychological issues. She also provided psychotherapy supervision to the Department’s psychiatric residents.

Before pursuing her current career, she was Compensation and Benefits Manager at Progressive Insurance, then a consultant at two international human resources firms. As a specialist in employee communication, she was a Senior Consultant at The Wyatt Company and Principal and Practice Leader at William M. Mercer Inc. Her clients included large banks, manufacturing companies, public employers and family businesses.

Dawn Franks

President, Fourth Partner

Tyler, TX

Consulting topics: Board governance, development of strategic grantmaking practice (values, vision, guidelines), evaluation of grants, executive coaching, facilitating giving circles, implementing strategic grantmaking (conducting due diligence, researching), new foundation development

Dawn Franks is President of Fourth Partner where she has provided support and assistance to family foundations, coached and mentored philanthropists and young givers. She is a presenter for "Essential Skills and Strategies for new Grant makers," a curriculum of the Council on Foundations. She has developed "YOUR Giving Fingerprints" for small groups and individual sessions.

Dawn publishes a philanthropy e-letter, Our Giving Notes, six times per year to on-line subscribers.

She serves as Executive Director of the Ben and Maytee Fisch Foundation and provides grant-making services to the Louis and Peaches Owen Family Foundation.

Dawn is an experienced facilitator, from a small group of two to a room full. She has provided extensive coaching from foundation trustees to nonprofit executive and board leaders. She has facilitated many strategic planning and direction sessions and retreats. She facilitates a peer based executive leadership coaching group, XLG, for nonprofit executive directors.

Over the past twelve years she has facilitated strategic grant making by Fourth Partner, working closely with nonprofit leadership.

Dawn is a graduate of Leadership Tyler, Leadership Texas, past President/CEO of United Way of Tyler/Smith County, and co-founder of the East Texas Crisis Center. She is a Council Chair and executive committee member of the Tyler Chamber of Commerce and board member of the East Texas Communities Foundation and Leadership Tyler. She is a certified Leadership Strategies facilitator and is currently completing the course requirements for the Certification of Advisor in Philanthropy (CAP). She holds two degrees from University of Texas at Tyler.

Heather Gee

President, GPS Philanthropy

Philadelphia, PA

Consulting topics: Board governance, development of strategic grantmaking practice, diversity, facilitating giving circles, new foundation development, fundraising, planned giving programs, storytelling workshops for donors, storytelling workshops for NPOs

Heather Gee is a Certified Fund Raising Executive (CFRE) and a Chartered Advisor in Philanthropy (CAP) with more than 25 years of fundraising, gift planning, and philanthropic guidance experience. During her career, Heather has served in various senior level fundraising positions including the University Of Baltimore School Of Law, United Way of Central Maryland, Baltimore Reads, Dallas Symphony and the National Multiple Sclerosis Society in Philadelphia, PA. And for the past 11 years, Heather was Vice President for Development and Donor Services for The Philadelphia Foundation. She spearheaded asset development and donor stewardship of this $270 million community foundation, bringing in tens of millions of philanthropic dollars for local and national causes.

Heather is the former Chair of the Board of the Association of Fundraising Professionals (AFP) Greater Philadelphia Chapter, former board member of the AFP Foundation for Philanthropy, current board member of the International Association of Advisors in Philanthropy and Inspired Legacies, guest faculty for the American College’s Chartered Advisor in Philanthropy designation, and is a member of several Estate Planning Councils in addition to serving on the Program and Allied Professionals Committees of the Philadelphia Partners in Philanthropic Planning.

Heather recently launched her own philanthropic consulting practice, GPS Philanthropy. As a professional services organization, one of its areas of expertise it to lead people and organizations as they pursue relevancy and purpose during their philanthropic journey. GPS clients include nonprofits, foundations and corporations that need fundraising guidance, advice, tools and personalized strategic and impacting giving strategies. Her focus also includes family trusts, businesses and offices with philanthropic individuals who seek direction in their contributions and legacy planning.

Teaching engagements include The American College, Eastern University, Villanova University, Association of Fundraising Professionals, Partnership for Philanthropic Planning, Purposeful Planning Institute and National Center on Black Philanthropy.

Deborah Goldstein

Principal, Enlightened Philanthropy

Monterey, CA

Consulting topics: Development of strategic grantmaking practice (values, vision, guidelines), evaluation of grants, implementing strategic grantmaking (conducting due diligence, researching grantees, conducting site visits, effectiveness, etc.), next generation issues

Deborah Goldstein, founder of Enlightened Philanthropy, is dedicated to guiding the next generation in giving. Drawing from fifteen years of experience in fundraising and nonprofit management, she engages clients in a tailor-made, intuitive process that reveals their authentic motivation and desire to give. Helping her clients strategize, problem solve, and align their values/interests with appropriate options culminates in an attainable Philanthropy Plan. Goldstein bridges the gap between different ages, building meaningful communication and engendering constructive action. As part of her multi-generational practice, she particularly focuses on advising youth as they navigate the world of philanthropy.

Goldstein holds a BS in Biology from Wittenberg University and a Master’s Degree in Marine Policy with a Certificate in Museum Studies from the University of Delaware. She is a 21/64-certified consultant and member of the Association of Fundraising Professionals, the Grant Professionals Association, and the International Association of Advisors in Philanthropy, serving on their 2013 Annual Conference Planning Committee.

Sherri Greenbach

President, Social Dividends

New York, NY

Consulting topics: Strategic grant making, board governance, strategic planning, organizational development, facilitating giving circles and marketing

Sherri Greenbach launched Social Dividends with a strong belief that creating better returns on philanthropic investments is the key to a better society. As President of Social Dividends, she is an organizational development consultant to foundations and non-profits, helping each to maximize their efforts by being more strategic.

Sherri has over 20 years experience in the non-profit sector. For almost seven years she was the Executive Director of the Jewish Women’s Foundation of New York where she grew the endowment by 53% and increased membership by 63%. Under her leadership the Foundation transformed the focus of their grants to a social-change model and allocated their first multi-year grants. She produced their inaugural website and numerous promotional videos, and implemented a comprehensive marketing program to strategically position the Foundation.

Previously she spent four years at The Jerusalem Foundation where she served as Director of the organization's New Leadership Group and was promoted to Assistant Director of the Foundation. She honed her fundraising, budgeting and administrative skills at UJA-Federation of New York where she served in two consecutive positions as Assistant Director of Trades & Professions and Development Executive of the Lawyers Division. Notably, in 1997, she was named a Kesten Fellow to the former Soviet Union and Israel. After graduating from San Francisco State University, she earned her Master's degree in Social Work from Yeshiva University's Wurzweiler School of Social Work.

Sherri serves on the Board of Directors for three non-profits.

Kristin Keffeler

Principal, Kinetic Enterprise

Niwot, CO

Consulting topics: Communication skills, executive coaching, family dynamics, next generation issues, business or idea development

Kristin Wehner Keffeler, MSM, is a consultant and coach who supports the next generation in affluent families to build high performance habits and experience the meaning behind their money by building the courage to think Big on their own terms and the capacity to take the focused action to bring their innovative ideas to life.

Her background includes a Bachelor’s degree in Human Biology and Chemistry and a Master’s degree in Management with an emphasis in Public Health. She is a trained and certified professional coach specializing in peak performance and soup-to-nuts business and idea development and implementation. As the second generation in an affluent family, and the 'next generation advisor' on many collaborative multigenerational advisory teams, she brings a unique perspective on the path that inheritors can take to thriving in the presence of wealth.

Kristin has been a presenter for the Family Office Exchange and an invited facilitator for the Collaboration for Family Flourishing on the topic of creating collaborative multigenerational advisory teams to support successful multigenerational families. She has also been a presenter for 21/64, the Kinder Institute of Life Planning, the Financial Planning Association, The Legacy Companies of Boston, and the Sudden Money Institute on the impact of health on the advisor-client relationship and habits of the high-performance advisor. Additionally, she is a trainer on the topic of facilitating sustainable behavior change for the American College of Sports Medicine and has presented both locally and nationally on the topics of motivational interviewing, high velocity communication, the role of health on family and organizational culture, and how to measure and leverage health and productivity as a family asset. She is the “Healthy and Wealthy” columnist for Entrepreneur.com, and has published articles/interviews in the Journal of Financial Planning, The Journal of Practical Estate Planning, Entrepreneur Magazine, the Denver Business Journal, and Business Altitude magazine. Kristin is also the President of the Board of Directors for the Boulder Youth Body Alliance, a non-profit organization that helps teens become peer educators and policy advocates around issues of positive self-image and body empowerment.

Anne Swayne Keir

Executive Director, Keith and Judy Swayne Family Foundation

Honolulu, Hawaii

Consulting topics: Communication skills, development of strategic grantmaking practice, evaluating of grants, facilitating giving circles, family dynamics, next generation issue

Anne Swayne is the Executive Director of the Keith and Judy Swayne Family Foundation. Anne frequently consults and offers support and expertise to members of family foundations locally and nationally. Her personal experiences and training have helped her establish her personal vision of helping other multigenerational family foundations find ways to effectively work together.

Anne has established and is expanding the local Next Generation Family Philanthropy Group for next generation trustees in Honolulu, Hawaii. She is working to encourage young trustees to become involved in their community through service as well as philanthropically. She serves on the Association of Small Foundations Next Generation Committee and also works with Resource Generation’s Family Philanthropy division.

In addition to Anne’s involvement in family philanthropy, she works as a certified mediator who oversees the peer mediation training program at Mid-Pacific Institute’s middle school.

Madeleine Lansky

Child, Adolescent, and Adult Psychiatrist

Profound Sustainability Consulting

San Francisco, CA

Consulting topics: Communication skills, development of strategic grantmaking practice, diversity, family dynamics, financial literacy, next generation issues

Madeleine Lansky, MD is a psychiatrist and the founder of Profound Sustainability Consulting, a regenerative solutions advisory service that supports projects at the intersection of mental health and environmental sustainability. As a child, adolescent and adult psychiatrist, she works as a medical doctor and also as a psychotherapist. She helps people of all ages who have mood, anxiety, and attentional difficulties that might require medicines, but in the context of the whole person, with a focus on overcoming road blocks to personal growth and development, thus freeing up the opportunity to achieve one’s fullest potential. Formerly a naturalist and environmental education teacher, Dr. Lansky teaches mindfulness practice within the Family Program at Spirit Rock Meditation Center. She also teaches a Mindful Money Series to children and families, focusing on how internal, interpersonal, and global awareness about money and resources can be fundamental building blocks to developing positive relationships with money, as well as financial literacy. As a family wealth consultant, Dr. Lansky facilitates productive family conversations about philanthropic giving, identity, vision, and reaching family consensus. She is based in San Francisco.

Joshua Lookstein

Director, Foundation Relations

UJA-Federation of New York

New York, NY

Consulting topics: Communication skills, development of strategic grantmaking practice, evaluation of grants, facilitating giving circles, family dynamics, new foundation development, next generation issues

Joshua Lookstein is the Director of Foundation Relations at UJA-Federation of New York where he is responsible for outreach to professionally-staffed family foundations in the New York area. He recently concluded five years as the Executive Director of the S. Daniel Abraham Foundation and one year as Rabbi of the New Synagogue of Palm Beach. Prior to joining the Foundation he served as Assistant Rabbi at Congregation Kehilath Jeshurun, as well as on the Judaic Studies faculty of the Ramaz School. He is a graduate of the Rabbi Isaac Elchanan Theological Seminary, Bernard Revel Graduate School, and Yeshiva College all of Yeshiva University. He is a Board Member of Yeshivat Chovevei Torah and Areyvut, and has served on the Advisory Council of the Taglit-birthright israel Foundation, the boards of the Jewish Funders Network, the Youth Salute to Israel Parade and the Plaza Jewish Community Chapel. He is a former Treasurer of the New York Board of Rabbis, and a member of the Rabbinical Council of America and the International Rabbinic Fellowship.

Stephanie Miller

Principal, Miller Philanthropy Craft

Weston, CT

Consulting topics: Board governance, communication skills, development of strategic grantmaking practice, evaluation of grants, facilitating giving circles, family dynamics, implementing strategic grantmaking, new foundation development, next generation issues

Stephanie Miller has been working in the field of strategic philanthropy for ten years, with a particular interest in family foundations. Raised in Montreal, Stephanie received a graduate degree from McGill University and has spent over 20 years working both as a grant seeker, grantmaker, and on the ground as a local and national community worker in Canada, the U.S., and overseas. She founded Miller Philanthropy Craft to focus on the craft of good grantmaking and program development. Stephanie has consulted with numerous foundations and not-for-profit organizations – helping them find ways of making their giving and community service more effective. Prior to starting MPC, Stephanie founded a national network of community adult literacy organizations that served marginalized communities across the country. She then spent a year in Africa, touring schools and literacy organizations in eight countries.

Stephanie was soon invited to work at the J.W. McConnell Family Foundation, Canada's largest private family foundation and focused primarily on building national, multi-year, pro-active initiatives in a range of areas including youth learning, community economic development, and the environment. Working closely with the foundation leadership and family Trustees, Stephanie developed large and small grantmaking priorities and programs that helped to give shape and meaningful direction to the McConnell family's passions and giving goals. Stephanie lives with her two children in Weston, Connecticut.

Sonja Moore

Director of Partner Relations, Minnesota Phianthropy Partners

St. Paul, MN

Consulting topics: Development of strategic grantmaking practice (values, vision, guidelines), implementing strategic grantmaking (conducting due diligence, researching grantees, conducting site visits, effectiveness, etc.)

Sonja helps individuals, families, businesses and nonprofits recognize their full philanthropic potential. As director of partner relations, she leads Minnesota Philanthropy Partners in developing new giving opportunities for our fund holders. This includes donor education events and family philanthropy planning. She also introduces donors to charitable organizations that match their personal values and goals.

Sonja joined Minnesota Philanthropy Partners in 2006. Before this, she spent 10 years working in fundraising for Shattuck St. Mary’s School in Faribault, Minn. and the Blake School in Hopkins. She received her Bachelor of Arts in international relations from The American University in Washington, D.C. She also received a Master of Arts in education from Chapman University.

Julie A. Morton, PhD.

Family Communication Strategist, Conscious Legacy Coaching

Toronto, Ontario

Consulting topics: Communication skills, executive coaching, family dynamics, next generation issues

Julie A. Morton is a Principal at Conscious Legacy Coaching (CLC). She provides communication and life-skills strategies for high net worth families and family-run organizations. She has spent 18 years studying, teaching and working in the field of organizational — interpersonal communication with private individuals and public companies like Royal Bank, Telus, Post Media, Orion, Canadian Tire and the Environmental Protection Agency.

Julie has a PhD. from Michigan State University in Communication with a sub-specialty in Creative Problem Resolution and also has specialized training in small group dynamics, organizational change, and interpersonal and organizational communication. She has Advanced Facilitator training from both the Creative Problem Solving Group, Buffalo and from Synectic, Inc., and also has advanced training in Conflict Management and Mediation, from the Institute of Peace and Conflict Studies, Conrad Grebel University College, Waterloo, Ontario. Additionally, she is an Adler trained coach, certified from the Adler School of Professional Coaching, University of Toronto/OISE, and the International Coaching Federation. Finally, she has certification in the Living Systems Team Approach to Coaching, Shadow Coaching and ExperienceChange, as well as 21/64 training at the Andrea and Charles Bronfman Foundation.

Julie holds appointments with both the Schulich School of Business (York University) in Toronto (Adjunct Professor of Entrepreneurial Studies), and the Institute of Chartered Accountants of Ontario (Board Member on the Professional Conduct Committee). She is an Industry Partner with Prism Interim Management Solutions as well as an Associate Consultant with: STS Capital, Knightsbridge Human Capital and Shepell-fgi. Julie is a founding member of the Family Firm Institute, Toronto Branch. Julie’s passion is working with educationally at-risk kids. She has created Standing Tall, a modular-based program to help at-risk individuals become better problem solvers and decision makers.

David Polstra

Co-founder, partner, and wealth advisor

Brightworth

Atlanta, GA

Consulting topics: Family dynamics, financial literacy

Dave is the co-founder of Brightworth and has been a personal Wealth Advisor to high net worth families since 1981. He is a well-known speaker at national conferences where he teaches retirement plan distribution and wealth transfer strategies to attorneys, CPAs, and finacial advisors.

Dave is a Certified Investment Management Analyst. He is also a Certified Public Accountain, a Certified Financial Planner practitioner, and is a member of the fee-only National Association of Personal Financial Advisors (NAPFA). Dave has served on the board of the Atlanta Estate Planning Council and the advisory board of the Journal of Retirement Planning and has taught corporate retirement planning workshops for some of America's largest corporations. Dave received the 2004 Honors Award for lifetime achievement and contribution to the financial planning industry from the Financial Planning Association of Georgia. Dave serves on the Finance Committee of the United Way of Metropolitan Atlanta and is a member of United Way's Alexis de Tocqueville Society and Ivan Allen Circle. Dave is the past chairman of the board of Eagle Ranch Children's Home and the Eagle Ranch Foundation. He currently serves as chairman of the board for Medical Missions Ministries, an organization that provides free medical care to the poor living in rural Guatemala. In 2011, Dave received the Global Community Impact Award from the Invest in Others Charitable Foundation for his work with MMM.

Dave has been quoted in numerous publications including Atlanta Journal-Constitution, CBS Marketwatch, Financial Planning, Forbes, Fortune, Investment Advisor, Money Magazine, and The Wall Street Journal. He has received numerous accolades including being named as one of the Top 250 Financial Advisors in America by Worth magazine, Top 100 Financial Planners by Mutual Funds magazine, one of the top financial advisors in the U.S. by Reuters AdvicePoint, and a five-star Best in Client Satisfaction Wealth Manager by Atlanta magazine. He has also been named in the Who's Who in Banking and Financing by Atlanta Business Chronicle. He and his wife, Betsy, have three grown children and are active members of Perimeter Church in Johns Creek, GA. His hobbies include jogging, waterskiing, and vineyard cultivation.

Rebecca Richards

Philanthropy Consultant

Chicago, IL

Consulting topics: Board governance, development of strategic grantmaking practice, evaluation of grants, facilitating giving circles, implementing strategic grantmaking, new foundation development, next generation issues

Rebecca Richards advises families, foundations and nonprofits on next generation and multi-generational collaboration and engagement, mission development, legacy planning, board development, succession planning, compliance and governance.

In her former position as Vice President of NGE Philanthropic Advisors, Becca provided guidance to clients regarding all phases of the charitable giving process. This included in-depth discussions of their philanthropic goals, advice about which charitable giving vehicle is best suited to their needs and objectives, formation of tax-exempt nonprofit organizations, grantmaking, gift agreements, tax and nonprofit law compliance, and multi-generational family philanthropy.

Before joining NGE Philanthropic Advisors, Becca served as the Executive Director of New York University School of Law’s Graduate Tax Program. Becca directed and oversaw all aspects of the program’s operations, including: curriculum development, recruitment, marketing and outreach. Prior to NYU, she practiced in the Trusts & Estates Department at an international law firm in New York City, focusing on tax-exempt organizations, while concurrently serving as an Adjunct Professor at Benjamin N. Cardozo School of Law, where she taught a course in nonprofit law.

Becca received her JD from Yale Law School and her BA from the University of Pennsylvania. She is a certified consultant with 21/64 (a non-profit consulting division of The Andrea and Charles Bronfman Philanthropies) and is one of the founders of the Slingshot Fund, a next generation funding collaborative with over 40 next-generation investors. Becca currently serves on the board of the Maxine & Jack Zarrow Family Foundation and the Council on Foundation’s Next Generation Task Force and its Committee on Family Philanthropy.

Eve M. Rodsky

Principal, Philanthropy Advisory Group

Los Angeles, CA

Consulting topics: Board governance, communication skills, development of strategic grantmaking practice, facilitating giving circles, family dynamics, financial literacy, implementing strategic grantmaking, new foundation development, next generation issues, legal and governance issues such as structuring major gifts and international grantmaking

Eve advises individual funders, family foundations and corporate foundations on grant strategy and management, visibility and impact, corporate social responsibility, operations, and legal compliance. She has significant nonprofit and grantmaking experience in the arts, child welfare, education, medical research, and international giving. Previously, Eve served as Director of Philanthropic Services for the Jewish Funders Network, a members-only network of high net worth individuals and foundations. Prior to that, Eve was a vice president at the J.P. Morgan Private Bank, where she served as a philanthropic advisor and program officer in the Philanthropic Services group. In her role there, she advised private bank clients and corporate clients on all aspects of their philanthropic giving and helped manage grantmaking activities on behalf of over 60 foundations with average annual giving of $100 million. She previously served as director of external affairs and operations at Advocates for Children of New York, an education policy, research and direct service organization that helps disadvantaged children succeed in New York City public schools. Eve also served as a corporate attorney at Sullivan & Cromwell LLP. She received her B.A. summa cum laude in economics and anthropology from the University of Michigan and her J.D. cumlaude from Harvard Law School. Eve is a member of the New York and California Bars and a member of the exclusive National Network of Consultants to Grantmakers.

Sue Schwartzman

Director of Youth Philanthropy

Jewish Community Endowment Fund

San Francisco, CA

Consulting topics: Engaging youth in philanthropy; creating and structuring multi- generational philanthropic practices; developing and facilitating innovative and engaging workshops, family meetings and staff trainings, giving circles; assisting clients to identify their values and to execute a value- driven, strategic philanthropic plan.

Sue is the Director of Philanthropic Education at the Jewish Community Federation and Endowment Fund in San Francisco (JCF). She specializes in empowering youth and young adults to find their philanthropic passions and to exercise their voice at the family philanthropy table. Sue developed and facilitated the successful Jewish Teen Foundation Program as part of the JCF’s philanthropy training program. Over the past ten years, the Jewish Teen Foundation program has trained 600 youth philanthropists who have collectively raised and granted over 1.4 million dollars. Sue also consults with teachers to add philanthropy to their curriculum in both high schools and middle schools. Sue has consulted with community foundations, such as Silicon Valley Social Venture Fund, SV2 to set up their SV2 teen program. Sue is a 21/64 trainer and part of a multi-generational cohort for the Jewish Federations of North America. Sue holds a BA in Psychology from UC Davis and an MA in education from Stanford University.

Having taught middle school, high school, and college, Sue knows first-hand the joy and passion youth can bring to philanthropy. "I am not a philanthropic advisor hoping to work with youth. I am a teacher who has worked for 15 years in the philanthropic sector who brings passion for teaching and working with kids to philanthropy."

Sue is known for creating dynamic and innovative philanthropic presentations, family meetings and workshops for all ages – kids through adults.

Philanthropy is important work, but should be fun and engaging. Philanthropy is an opportunity to speak to and with multiple generations of a family about things that matter – values, family history, and collective responsibility.

Gary Shunk

CEO, Family Wealth Dynamics

Chicago, IL

Consulting topics: Communication skills, executive coaching, family dynamics, wealth counseling

Gary Shunk, MSW is a wealth counselor, psychotherapist and family business consultant. In addition he speaks and consults nationally to families of wealth and the advisors who serve them on the emotional dynamics that accompany affluence. With over 20 years of experience in the fields of psychology, family therapy, organizational consulting, and leadership development, his primary mission is helping business families create trusting and innovative relationships that bring profits to the heart and to the bottom line. He has published articles in Private Wealth Magazine and The Wealth Management Exchange, and been quoted in The New York Times, Private Asset Management, Investment News, ABC News and Radio New Zealand LIVE. Gary is a certificate holder in Family Business Advising and Family Wealth Advising with the Family Firm Institute. He is a licensed psychotherapist with an MSW from the University of Illinois, and maintains a private practice in Chicago. Gary is also an Associate at Loyola University Family Business Center.

Allison Sole

Philanthropic Advisor

New York, NY

Allison Sole was most recently Deputy Director of 21/64 at the Andrea and Charles Bronfman Philanthropies (ACBP). In that role, she consulted and spoke to family foundations and related groups, developed and promoted 21/64 tools, communicated via print and social media, helped manage the young donor network Grand Street and directed train the trainer programs for a cross section of professionals in the philanthropic arena. She was a founding member of the Council on Foundations Next Generation Task Force and currently sits on the planning committee for the Council on Foundations 2011 Annual Conference. Before joining ACBP, Allison was at the Arnold P. Gold Foundation for Humanism in Medicine, where she was most recently Director of Programs. Previously, as the Foundation's Program Officer, she cultivated the Gold Humanism Honor Society, a society recognizing select medical students, residents, and faculty for compassionate, relationship-centered care at a majority of medical schools across North America, among other programs across the medical educational and generational continuum. Allison has also served as an educational consultant for youth and an academic book editor. Allison holds a Bachelor of Arts in English from Duke University and a Master of Arts in Health Advocacy from Sarah Lawrence College.

Rebecca Trobe

Family Wealth Consultant

San Francisco, CA

Consulting topics: Board governance, communication skills, development of strategic grantmaking practice, executive coaching, family dynamics, next generation issues, legacy development

Rebecca Trobe, M.A. works with philanthropic organizations, families, entrepreneurs, couples and individuals. She advises and consults on stewardship, legacy, multi-generational philanthropy and succession planning with an emphasis on legacy development for philanthropic families engaging in the training and development of emerging/next generation leaders. In addition to design and strategy consulting, Rebecca facilitates the development of leadership, vision and mission including the dynamics and process involved in family business, family foundations, family offices and family philanthropy.

Over the last several years, in addition to completing her doctorate in clinical psychology, Rebecca has engaged in a range of roles, serving as a family wealth consultant with Wells Fargo’s National Family Office/Family Dynamics Division, as the co-founder and Managing Principal of The Wealth Legacy Group, and as a consultant and trainer with 21/64, a division of The Andrea and Charles Bronfman Philanthropies. Prior to relocating to the Bay Area from New York, Rebecca was as an executive coach with Leadership Strategies, a boutique coaching firm based in Princeton, NJ, working with C-level executives and their teams on leadership performance, vision and strategy.

As the founder of Impact Coaching & Consulting, based in the San Francisco Bay Area, Rebecca works with organizations, family foundations and entrepreneurs who focus their stewardship, business and philanthropic process on the double and triple bottom line (people, planet, profit) and principles of sustainability. Rebecca has a passion for social venture, innovation and leadership that fall on the continuum of philanthropy/impact investing.

Eden Werring

Executive Director, Tauck Foundation

Norwalk, CT

Consulting topics: Board governance, communication skills, development of strategic grantmaking practice, evaluation of grants, executive coaching, family dynamics, implementing strategic grantmaking, new foundation development, next generation issues

Eden Werring has dedicated her professional life to helping individuals and families reach their fullest potential. She has more than fourteen years of experience in the non-profit sector with leadership and youth development, strategic planning, fundraising, grantmaking, and philanthropy. An advocate for the arts and arts education, Eden began her career at the San Francisco Opera. She then spent ten years working at Summer Search, a non-profit that encourages resilient, low-income high school students to become altruistic leaders. During her tenure at Summer Search, Eden served in various leadership roles, including Founder and Executive Director of the New York City office, and helped to guide its growth from a small, local program with a $500,000 budget to a $10 million, multi-site organization. Eden then served for two and a half years as Executive Director of Steamboat Foundation, a private foundation that invests in a summer fellowship for talented undergraduate leaders and makes international grants, namely in Rwanda, Haiti, and South Africa. She has also served as an organizational development consultant for Kucetekela Foundation, an education and leadership program for secondary school students in Zambia.

In 2010, Eden became Executive Director of the Tauck Foundation, a family foundation that makes grants for after-school and summer programs serving low-income young people and funds an original travel program called Sparks that gives 175 middle school students each year the chance to step out and envision a better future. At the Tauck Foundation, Eden also works with every generation of the Tauck family, including engaging first and second generation board members, recruiting new board and foundation members in their 20s and 30s, and designing a Youth Council of family members aged 12-18. Eden has been certified as a trainer and consultant to multi-generational families by 21/64. She is a member of several affinity groups for grantmakers in Connecticut, including the Hedge Fund Philanthropic Alliance, for which she curated and facilitated a panel of speakers on the topic of engaging children in philanthropy. She continues to serve on the Summer Search NYC Gala Committee and is also a founding board member of Edible Schoolyard NYC. Eden received her BA in English Literature from Yale University.

Eden aims to help multigenerational families approach their philanthropy with an eye towards the opportunities, as opposed to the limitations, that it might uncover. She encourages integrity, self-examination, and a sense of fun in doing this important work. Most of all, Eden is passionate about giving families the opportunity to engage the next generation of philanthropists, while galvanizing the entire family system and leveraging more good in the world.