Families and their advisors no longer consider succession planning as something that occurs after the will has been read. Families understand this is something they can prepare for — and even engage in — together. The question is: how do we do it. At 21/64 we have dedicated our time to this question of next generation engagement. Our staff members are experienced facilitators who are available to work on multigenerational issues with families, family foundations, and other family enterprises during times of generational transition. We are available to accommodate a range of needs including educational workshops, family retreats, or longer-term engagements.
To learn more about 21/64 facilitations and resources, please email us at email@example.com, or call us at 212.931.0129.
21/64 Staff Facilitators
Executive Director, 21/64
Sharna Goldseker is Executive Director of 21/64, a non-profit practice specializing in next generation and multigenerational engagement in philanthropy and family enterprise. In that capacity, Sharna coaches, consults, facilitates educational programs, and speaks on generational transitions often using 21/64's uniquely developed tools; facilitates a network of next gen donors who are exploring their identity as well as their impact; and trains other advisors on 21/64's approach to multigenerational engagement. Sharna is editor of The Grandparent Legacy Project and co-author of #NextGenDonors, a first-of-its-kind study of high-capacity next gen donors in the United States.
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 Goldseker Foundation, a foundation established by her great uncle, and is a member of the Collaboration for Family Flourishing, a network of family wealth advisors. She is married with two children and lives in New York City.
Danielle Oristian York
Danielle Oristian York is the Director at 21/64. She works with multi-generational families, the next generation and their advisors on multigenerational engagement, financial literacy, and empowering the next generation.
Danielle also speaks nationally on these topics, facilitates the #NextGenDonors Retreat for 21-40 year olds, and leads trainings on 21/64's approach. Danielle is passionate about presenting these complex ideas in an accessible format for audiences, utilizing 21/64 tools designed to evoke an awareness of self and build the capacity for change in individuals and systems.
Before 21/64, Danielle held positions at Pitcairn, a family office, and UBS. Serving multi-generational families, 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 and completed the postgraduate program at The Bowen Center for the Study of the Family at Georgetown. She is also a member of the Collaboration for Family Flourishing. She lives in Boston with her husband and two young children in fear of the next polar vortex.
21/64 Certified Facilitators
Looking for a 21/64-certified facilitator? Our referral network consists of professionals who have undergone 21/64 Training. Email us at firstname.lastname@example.org or call us at 212-931-0129 for more information.
Independent Philanthropic Advisor, Alter Advising, LLC
Consulting topics: Giving plans, development of strategic grant making practice, evaluation of grants, facilitating giving circles, implementing strategic grant making, new foundation development, next generation issues, board governance, and estate planning
Dr. Alison Alter is an independent philanthropic advisor who helps individuals, families, and foundations create a lasting legacy through their philanthropy. However one seeks to improve the world, Alter Advising customizes an approach to bring meaning and focus while magnifying the impact of one's giving. Providing impartial research and guidance, Alison coaches clients to connect what they care about to high performing partners, seeding transformative outcomes.
Alison draws on over 20 years of experience working in higher education, the nonprofit sector and through public-private partnerships. She is an experienced teacher and facilitator having taught at Stanford, Harvard, and the University of Wisconsin-Milwaukee and has served in management and planning roles at the University of Texas at Austin and the University of Wisconsin-Madison.
Dr. Alter excels at grasping connections across complex challenges or disciplines and helping others to capitalize on these possibilities. She has identified opportunities and facilitated learning and action in multiple settings across a wide spectrum of endeavors: social entrepreneurship, education, leadership development, food security, energy, global governance, international law, arts and sciences, community organization, public policy, and child development. She has developed particular expertise related to giving in the fields of higher education, parks and the environment, public media, and nonprofit capacity building.
Alison earned her Ph.D. in Political Economy and Government at Harvard University and her B.A. in Public Policy from Stanford University. She is married with two children and lives in Austin, TX.
Active in her community, Alison currently serves on the City of Austin's Parks and Recreation Board, leads local park renovation fundraising efforts, facilitates grants innovation and philanthropy education efforts for multiple local giving circles, is a graduate of Leadership Austin and a member of the Planned Giving Council of Central Texas.
Director of Managed Philanthropy, Amplifier Strategies
San Francisco, CA
Consulting topics: Board governance, development of strategic grantmaking practice, evaluation of grants, facilitating giving circles, impact investing, implementing strategic grantmaking, new foundation development, next generation issues, technology
Abbey Banks is the Director of Managed Philanthropy at Amplifier Strategies, a social impact agency. In this capacity, she works with multi-generational families, individuals, family foundations and family offices to design programs and approaches for deep social impact. Amplifier Strategies uses a partnership model to leverage nimble and creative capital to accelerate transformative change.
Prior to Amplifier Strategies, Abbey served as the Director of Donor Engagement for the East Bay Community Foundation. In this role, she was responsible for developing and deploying donor education programs focused on connecting values with impact. Abbey also served as the Director of Membership for Net Impact, a leading nonprofit that empowers a new generation to use their careers to drive transformational change in the workplace and the world.
Abbey's passion for philanthropy was ignited when, in 1999, she had the opportunity to partner with her family to create The Banks Family Foundation. As a young person in the philanthropy space, she experienced first hand the importance of educating future leaders for their roles in stewarding and evolving their foundations. Over the past 15 years she's partnered with organizations such as Exponent Philanthropy, Resource Generation and Council on Foundations to support and empower "Next Generation" philanthropists.
Abbey holds an MBA from the Kelley School of Business, Indiana University and a BA with honors in Political Science and Latin American studies from Scripps College. Abbey and her family live in San Francisco.
Co-Founder & CEO, Third Plateau Social Impact Strategies, LLC
San Francisco, CA
Consulting topics: Board governance, development of strategic grantmaking practice, evaluation of grants, facilitating giving circles, implementing strategic grantmaking, new foundation development, next generation issues, technology
Mike Berkowitz is co-founder & CEO of Third Plateau Social Impact Strategies, LLC, a strategy firm that partners with many of the world's most passionate and daring changemakers to reimagine, expand, and realize their social impact. Third Plateau specializes in providing affordable and customizable philanthropic advisory services to donors at every stage and scale of giving.
Mike has counseled numerous individual donors, family foundations, and institutional foundations on their philanthropic giving. He is a Senior Advisor to the Pritzker Innovation Fund, which supports the development and advancement of paradigm-shifting ideas to address the world's most wicked problems. Mike has led consulting projects for some of the top foundations in the United States, including the Max M. & Marjorie S. Fisher Foundation, the John S. and James L. Knight Foundation, and the Charles and Lynn Schusterman Family Foundation.
Mike has also advised dozens of nonprofit institutions on organizational and program design, effective development strategy, community engagement strategy, strategic planning, and impact evaluation.
Mike is passionate about next generation philanthropy. He is the co-founder and outgoing President of the One Percent Foundation (OPF), a nonprofit organization working to create a broad-based movement of Millennial+ philanthropists by making giving more accessible, engaging, and meaningful for young adults. He also serves on the Advisory Board of the Greenhouse Fellowship, a program designed to leverage young people's natural gifts for imagination, resiliency and sociability in order to reinvent American cities.
A native of New York City, Mike lives in San Francisco with his wife, Debbie Tuttle Berkowitz, and son Ari. He has a B.A. in History, magna cum laude, Phi Beta Kappa, from Brown University.
Associate Director of Philanthropy, TCC Group
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.
Managing Partner, Wealth Legacy Group
Consulting topics: Communication skills, executive coaching, family dynamics, financial literacy, next generation issues, blended family estate planning, exit/succession planning
Emily joined the Wealth Legacy Group in 2009 and became managing partner in in 2010. She is a specialist in helping people navigate complex family dynamics. She serves as the "family business transitions" specialist on the faculty of the Exit Planning Institute, and she co-authored Estate Planning for the Blended Family.
Emily presents, facilitates, and coaches couples, families, and groups, focusing on the emotional impact of wealth in people's lives. She assists clients in developing the skills they need to be confident and empowered with their financial decisions.
Since 2003, Emily has been considered a leading expert in the field of blended families. She has been featured on The Today Show and CNN, and in WSJ and Bloomberg BusinessWeek. She has facilitated over 130 family meetings spanning three generations where their net-worth ranged from $10m to $1.5b. She has also worked with over 100 women, in high net worth families, on building healthier, more satisfying relationships with their wealth and money.
Emily earned a B.A. with honors in Child Development from the University of Pennsylvania, and a Masters Degree in Social Work from the University of Texas at Arlington. She became a certified Money Coach in 2008 from the Money Coaching Institute and received her training in Philanthropic Advising from 21/64 in 2015. Emily currently resides in Marin County, CA.
Principal, Mission Impact Philanthropy
Consulting topics: Board governance, communication skills, development of strategic grantmaking practice, evaluation of grants, facilitating giving circles, family dynamics, implementing strategic grantmaking
"Helping funders fundraise" is the passion of Kristine Breese, whose firm, Mission Impact Philanthropy (MIP), helps national funders, high-net-worth individuals, family and corporate foundations turn individual passions into larger movements. MIP provides deep-dive issue area research on matters of interest to philanthropists, helps donors uncover and articulate their own theory of change, and attract partners and co-investors to expand and deepen philanthropic impact. Kristine and her firm have worked with clients ranging from the Roberts Enterprise Development Fund (doing national work on prisoner recidivism and social enterprise) to the Jacobs Family Foundation (working on economic development in a 10-block neighborhood in a poor San Diego community), and on issues from education and the environment to healthcare and the arts. Her work on "both sides" of the philanthropic aisle, her training as a journalist, and her experience as a public speaker and published author make for effective story-telling backed up by rigorous research and analysis.
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.
President, Emily Davis Consulting
Consulting topics: Board governance, next generation philanthropy, fundraising, and communications
Emily Davis, MNM, is the President of Emily Davis 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 Emily Davis Consulting visit her website and blog.
Founder, The DeBoskey Group
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 35 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 national philanthropic strategy consulting team helping families, businesses, and foundations design and implement thoughtful philanthropic strategies and actionable plans.
Bruce writes a nationally syndicated column "On Philanthropy" which is published initially in the Sunday Denver Post and then distributed to over 600 news outlets across the U.S. and abroad. He is a Teaching Fellow with Boston College's Center for Corporate Citizenship, the Dean of Philanthropy for the Purposeful Planning Institute and a frequent speaker at conferences on philanthropy.
Prior to founding The DeBoskey Group, Bruce was the Regional Director of the Anti-Defamation League's Mountain States Region. Before that, Bruce was a civil trial lawyer.
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 a B.A. from Indiana University in Political Science and Environmental Studies. He received his J.D. from the Georgetown University Law Center.
Life coach/psychotherapist, Futures
Cleveland Heights, OH
Consulting topics: Couples and family (mis)communication and conflict, life transitions (e.g. divorce, widowhood, retirement, sudden wealth acquisition), coping with loss associated with Alzheimers' disease, disability and other ambiguous loss, parenting adult children, preparing grandchildren for inherited wealth, talking about money to new family members and peers, philanthropic planning, family business relationship issues, the impact of addiction on family dynamics
Barbara Feinberg is a life coach and independently licensed social worker and marriage and family therapist. She specializes in counseling high net worth families and their advisors on the emotional impact of wealth on relationships. She is in private practice and works with clients nationwide.
She effectively blends coaching and psychotherapy techniques. She is known for her creative thinking, accessibility, highly collaborative style, irreverent sense of humor and business savvy. She is direct, non-judgmental, honest and very supportive. She recognizes that her clients are the experts in their own lives and avoids putting negative labels on the ways her clients cope with the challenges they face.
Barb has had the extensive training and supervised hours in couples and family therapy required for her clinical membership of the American Association for Marriage and Family Therapy (AAMFT). She has written two books focusing on divorce, and is a member of the Financial Therapy Association.
Before concentrating exclusively on her private practice, Barb was a psychotherapist 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 worked with individuals, couples, families and groups and provided psychotherapy supervision to psychiatric residents.
Earlier she was a human resources manager at Progressive Insurance, and an employee communications consultant and principal with two international human resources consulting firms. She planned and facilitated many focus groups, and was project manager for numerous human resources benefit design and implementation teams.
Principal, Concierge Philanthropy
Consulting topics: Board governance, development of strategic grantmaking practice, evaluation of grants, facilitating giving circles, family dynamics, implementing strategic grantmaking, next generation issues, strategic planning, program development, collaborative programming and networking, outcomes, impactful giving
Judie Fien-Helfman founded Concierge Philanthropy in 2012 after 35 years in management, program and grant development in the public, private and non-profit sectors. Concierge Philanthropy works with individuals, multi-generational families, foundations and businesses that desire a well-researched, strategic philanthropic plan. Judie creates personal philanthropic road maps, which incorporate the donor's interests and values, and maximize results.
Prior to Concierge Philanthropy, Judie served as the Chief Planning Officer for the Jewish Federation of Greater Washington for 12 years. She was responsible for strategic planning, grants management and evaluation, donor stewardship, innovative program development, capacity and community building on local, national and global levels. Judie stewarded the investment of over 25 million dollars annually to over 40 local agencies, 80 congregations and 3 international partners. Judie's hallmark was developing collaborative programs that utilized the resources and expertise of individual agencies to create seamless, continuums of care for targeted populations. She has served in many leadership and volunteer capacities locally and nationally.
Judie holds two Masters Degrees, one in Social Work from the University of Maryland, and one in Jewish history from Baltimore Hebrew University. She received a Bachelor's degree in Urban Planning and Political Science from Washington University in St. Louis. Judy and her family live in Washington DC.
President, Fourth Partner
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.
President, GPS Philanthropy
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.
CEO, Strategy + Action/Philanthropy
Consulting topics: Board governance; development of strategic grantmaking practice; evaluation of grants; executive coaching; family dynamics; implementing strategic grantmaking; new foundation development; next generation issues; design, launch, and management of foundation initiatives
Jeff is nationally-recognized for his extensive service in the philanthropic and nonprofit sectors, with specific expertise in family and private foundations. An accomplished grantmaker, executive and advisor, Jeff's experience is deeply rooted in philanthropic practice, education grantmaking (K-12 & higher education), civic affairs, community and economic development, youth issues and nonprofit management.
As founder and CEO of Strategy + Action/Philanthropy, since 2006 he has helped foundations, nonprofits and institutions around the country become catalysts for change in the communities and causes they serve.
Jeff is also Foundation Coordinator for The Doll Family Foundation of Shaker Heights, Ohio.
As past president of The Raymond John Wean Foundation, he led a strategic review that resulted in a sustainable management and operations infrastructure, a streamlined grantmaking process, and a set of grant priorities and strategies. He launched several new and re-imagined initiatives to create greater impact in the Foundation's target communities–including a program to increase the number of college-bound youth; an economic competitiveness effort to build an inclusive approach to talent development; and a community-based drive to strengthen youth development and recreation opportunities.
Previously, he managed an annual education grantmaking portfolio of up to $5 million at The George Gund Foundation in Cleveland; he served as Program Officer for Civic Affairs for The Nord Family Foundation and Program Officer for Youth Development at The Virginia G. Piper Charitable Trust.
Jeff is a board and faculty member of Exponent Philanthropy, the philanthropic sector's largest membership organization, and has been a mentor for its Next Generation Fellows Program. He has served on the boards of Grantmakers for Education and the regional association of grantmakers in Ohio; and was a founding board member of Philanthropy for Active Civic Engagement.
He has co-written philanthropic articles and booklets for the National Center for Family Philanthropy, Indiana Grantmakers Alliance, Grantmakers for Education, and Exponent Philanthropy, and has been appointed to state boards and commissions in Ohio and Arizona.
Jeff lives in Tucson, Arizona, where you'll often find him on his bike exploring what's around that next turn.
Principal, Enlightened Philanthropy
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.
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.
Founder and Principal, Watermark Philanthropic Advising
Speaking topics: Board governance, communication skills, development of strategic grantmaking practice, executive coaching, implementing strategic grantmaking, research & due diligence, orientation to areas of the nonprofit sector
Sharilyn is Founder & Principal of Watermark Philanthropic Advising where she helps charities and philanthropists raise more money, give with purpose and lead effectively. With a career spanning the non-profit sector working with a range of organizations and generous philanthropists, she is an invited teacher by professional communities around the world. Prior to establishing Watermark, Sharilyn led the philanthropic programs for the YWCA where she engaged the power of women's philanthropy to advance the well-being of women and girls.
She has completed training by the 21/64 Foundation to support multi-generational family philanthropy and is a Certified Governance Trainer with BoardSource. Sharilyn is a leadership volunteer with the Ontario Trillium Foundation, Canada's largest grant-making foundation, as well as Imagine Canada's Standards and Accreditation program for charities. She is Past Chair of CFRE International, the global credential for fundraising professionals. Author of numerous publications, Sharilyn holds an MA in Philanthropy & Development, and is currently earning a doctorate in Leadership.
Founding Partner/Financial Planner, Linea Private Wealth Management
Howard Katz is one of the founders of Linea Private Wealth Management. Prior to starting the firm, Howard spent 20 years as a Financial Advisor for Lincoln Financial Advisors where he specialized in the design and implementation of comprehensive financial plans. He assisted clients with estate planning, retirement planning and business succession planning, as well as investment management. Linea Private Wealth Management clients will also benefit from Howard's proficiency in charitable giving and family legacy planning strategies that promote harmony within families.
Born and raised in Silver Spring, Maryland, Howard received a Bachelor of Science degree in Finance from the University of Maryland. He has been a Certified Financial Planner™ (CFP®) since 1998. Only a select group of planners have met the rigorous education, examination, experience and ethics requirements (set forth by the Certified Financial Planner Board of Standards) necessary to call themselves Certified Financial Planner™ professionals. CFP® certification is a symbol of advisors' knowledge and credibility among their peers; and indicates advisors' status as qualified, trustworthy financial planners.
Howard was recognized as a Five Star Professional Wealth Manager in Atlanta Magazine in 2011 and 2013. He is also a member of the Atlanta Estate Planning Council and a frequent public speaker on financial topics for local organizations.
Away from the office, Howard enjoys spending time with his wife and daughters and is very active in the local community, volunteering his time for several organizations that include:
• Jewish Federation of Greater Atlanta
• Georgia Planned Giving Council
• United Way of Metro Atlanta
• Georgia Food Industry Association
Principal, Illumination 360
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
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.
Partner, Plan A Advisors
Consulting topics: Strategic & business planning, mergers, governance, fundraising, retreat facilitation
Evan Kingsley is a Partner in Plan A Advisors, a management consulting firm for nonprofits nationally focused on strategic and business planning, scaling and mergers, board development, and fundraising. Plan A clients include colleges and universities, independent schools, museums and cultural organizations, human service agencies, and Jewish agencies. Mr. Kingsley has more than a decade of consulting experience in management and organizational change for nonprofits. He is the former President of The Whelan Group, a planning and fundraising firm, Executive Director of the American Jewish Historical Society, President of the Brooklyn Public Library Foundation, and Deputy Director at the International Center of Photography and Brooklyn Public Library. Mr. Kingsley has managed capital projects and capital campaigns, built and trained non-profit boards, developed institutional identity and marketing initiatives, and secured major philanthropic gifts along with government support. He has a B.A. in Art History from Columbia University, an M.A. in American Civilization from N.Y.U., and an M.B.A. from Baruch College in Management. He has served on numerous non-profit boards.
Director of Client Experience, Foundation Source
Consulting topics: Multi-gen philanthropy
Dori is Director of Client Experience based in the company's Washington, D.C. office. Dori has developed her philanthropic expertise over her eighteen-year career in the field. Prior to joining Foundation Source, she served as Director of Partnerships for Exponent Philanthropy, formerly the Association of Small Foundations (ASF). Prior to ASF, she served as Managing Director, Family Philanthropy Services, at the Council on Foundations, where she designed strategic and innovative programs, and identified leadership trends for philanthropic families. Dori joined the Council in 2005 as Director of Community Foundation Services. She also served at The Community Foundation Serving Richmond & Central Virginia in the program, finance, and donor services departments, and at the American Red Cross National Headquarters as a major gifts officer.
Dori has a bachelor of business degree from James Madison University and did her graduate study at the University of Richmond. She has served on the boards of several nonprofits and was an inaugural class member of the Southeastern Council of Foundation's Hull Fellows Program.
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.
New York, NY
Consulting topics: Board governance, communication skills, development of strategic grantmaking practice, evaluation of grants, implementing strategic grantmaking, new foundation development, next generation issues
Rebecca Lieberman is an independent philanthropy advisor who helps donors enhance their impact through strategic philanthropy that expresses their values and priorities.
Rebecca has over 20 years of experience in the not-for-profit and philanthropic sectors. As an advisor Rebecca has assisted clients with mission development and strategic planning and communication; impact investing; board governance and growth issues; and grants development, management, and evaluation. In the not-for-profit sector Rebecca has held leadership positions in start-up and established organizations, as well as on state and national political campaigns. She has been immersed in a variety of fields including voter mobilization, civic engagement, Jewish renewal, global Jewish collaborations, education reform, service learning, economic empowerment, federal and state legislative processes, and health care access for low-income families. Rebecca's campaign experiences involved issue briefing, fundraising, media, public speaking, and voter outreach.
Rebecca graduated from Barnard College, Columbia University and the University of Pennsylvania Law School. She completed 21/64's 1.0 and alumni trainings and has direct experience in cross-cultural and multi-sector collaborations.
President, Giving Matters
Consulting topics: Facilitating giving circles, implementing strategic grantmaking, new foundation development
A licensed attorney with more than 20 years fundraising experience, Chris is the President and Founder of Giving Matters, Inc., an intentionally small consulting firm focused on providing counsel to individuals, families, private foundations, donor-advised funds and businesses that want to make a difference with their charitable giving.
Prior to founding Giving Matters, Chris McLeod held leadership roles at Habitat for Humanity, UNC Chapel Hill's Kenan-Flagler Business School and Foundation For The Carolinas, one of the ten largest community foundations in the country with over $1 billion in assets.
Chris is the co-founder of The Institute for Philanthropic Leadership and its inaugural program, Leadership Gift School, a program designed and developed in partnership with Karla Williams, ACFRE, to teach nonprofit executive directors and development directors how to cultivate individuals for major gifts.
She is a member of the Charlotte Estate Planning Council, North Carolina Planned Giving Council, Partnership for Philanthropic Planning and Women Executives. She currently serves on the board of directors and chairs the Development Committee of the Women's Impact Fund, one of the largest and fastest-growing collective giving circles in the country.
Known for her practical and passionate approach to "making a difference forever," Chris is a writer and frequent presenter at national and regional conferences and donor gatherings. She delivered her first TEDx talk, "Healing the Wounds of Wealth," in Charlotte in October 2014.
Chris earned her undergraduate degree in Political Science from Wheaton College in Norton, Massachusetts and her law degree from American University.
Julie Davidson Meyers
Consulting topics: Board governance, implementing strategic grantmaking, general fundraising
Julie Davidson Meyers has almost three decades of not-for-profit experience. Julie is passionate about making a difference, and strongly believes that everyone has a responsibility to everyone else.
For the past 7 years, she has led the Jewish Community Foundation of Greater Mercer (JCFGM). In 2013, the Foundation was awarded a Life & Legacy grant from the Harold Grinspoon Foundation. JCFGM was one of the initial seven communities to receive the award and it has allowed their community to strengthen and flourish.
Julie has also worked with the American Cancer Society, HiTOPS and the National Kidney Foundation. Julie holds a Master's Degree from NYU, was a fellow with Princeton University's Matthey School, and was recently honored by Women In Development of Mercer County.
Of all her accomplishments, Julie is most proud of being "Mommy" to daughters Dylan and Aliya and believes the only thing we can truly leave to our children is the belief that every person can do good and every one of us can make the world better.
Principal, Miller Philanthropy Craft
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.
Founder and Principal, VENTURE3Philanthropy
Grand Rapids, MI
Consulting topics: Board governance, development of strategic grantmaking practice, evaluation of grants, executive coaching, implementing strategic grantmaking, new foundation development, next generation issues, Catholic faith-based giving
Colleen Durbin Mitchell is founder and principal of VENTURE3Philanthropy LLC, a national philanthropic advising firm created in 2010.
Responding to a Catholic faith-based call for offering greater service to others, Colleen uniquely applies her three-sector leadership experience to troubleshoot and lift up custom solutions that plan and deliver the giving intentions of others, around the globe.
VENTURE3Philanthropy's primary customer relationships include: individual donors and their professional advisors; generous multigenerational families of means; and large foundations and philanthropic institutions, including social enterprises and faith-based Catholic Community Foundations.
VENTURE3Philanthropy's menu of custom products, services, and experiences includes: design and delivery of giving strategies, gift and donor stewardship, philanthropic portfolio management, governance and organizational effectiveness reviews, as well as next generation giving learning, facilitation of philanthropy retreats; troubleshoot and recommend operational and organizational effectiveness strategies. Colleen partners to create innovative giving and investing strategies to support donors and their families, their professional investment and legal advisers, foundation grant makers and membership associations, as well as social entrepreneurs.
As a respected career professional in global philanthropy, Colleen's work has spanned nearly three decades throughout the public, private, and non-profit/NGO sectors, comprised of experience with donor engagement and stewardship, family foundation and corporate grantmaking, brand marketing and sales leadership as well as fundraising.
Prior to establishing a philanthropy advisory practice, Colleen served as President of NorthShore University HealthSystem Foundation in Evanston, IL. For nearly a decade at Whirlpool Corporation, Colleen served as President of Whirlpool Foundation. Colleen transformed the corporate foundation, globally, by the design and implementation of a global education program, Women: The New Providers, reflecting a North American and Western Europe, multicountry social research and public awareness initiative, published in eight countries and five languages. The global studies generated more than one billion media impressions in their first year, valued at $36M, covered in respected media outlets such as The New York Times, The Wall Street Journal, The Financial Times, and CNN, to name a few.
Colleen's early professional career began on Capitol Hill in Washington, D.C., as a research associate for the bi-partisan Congressional Arts Caucus. Additionally, she was Manager of Public Affairs for IMCERA Group, Inc., in Northbrook, IL, and was awarded the White House's Presidential-Citation for Private Sector Initiatives for her team's Community Partnership Program while serving as Executive Director of IMCERA Foundation.
Colleen's experience as a marketing and sales executive stems from her responsibilities as Vice President of North American Marketing for the Denmark-based electronics firm GN Store Nord/Jabra. Colleen has held several global P & L, marketing, and sales executive roles with consumer electronics manufacturer Bose Corporation, as well as global brand management for KitchenAid appliances within Whirlpool Corporation.
Colleen has presented before numerous global institutions, including the United Nations Conference on Women in Beijing, the Labour Committee of the European Union in Brussels, the U.S. Department of Labor Glass Ceiling Commission, the National Commission on Working Women, the Global Summit of Women, to name a few.
Colleen's professional affiliations is currently a Member of and active participant in the Advisory Cabinet of the Council of Michigan Foundations, and Member of the National Network of Consultants to Grantmakers. Throughout her career, Colleen has served as a member of the Board of Directors of the Council on Foundations in D.C., the Council of Michigan Foundations, Donors Forum of Illinois, a Founding Board member of the Regional Association of Grantmakers, the University of Michigan Center for Learning, the North Suburban Healthcare Foundation, IL, The Impact Engine founding advisory committee of the social enterprise accelerator in Chicago, and a Member of the Berrien MI Community Foundation.
Colleen and her husband Howard are active parishioners at Saint Patrick's Catholic Church in Parnell, MI, and Colleen currently services as an Executive Mentor to Catholic Social Services in Columbus, Ohio.
Colleen Mitchell earned a B.A. from The Ohio State University, cum laude.
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
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.
Head of Philanthropy, VALUEworks
Consulting topics: Development of strategic grantmaking practice, family dynamics, new foundation development, next generation issues
Caroline Piraud heads VALUEworks' philanthropy advisory services with over a decade of experience in the private client industry and is in charge of the management of charitable foundations. In addition, she advises families on family governance and coaches next-generation wealth-holders on the responsibilities of wealth. Previously, Caroline worked in the Trusts and Estates departments of two New York law firms before joining Bär and Karrer's Private Clients team in Zurich. During her stint at the HSBC Guyerzeller Trust Company, Caroline was responsible for setting up a European center of excellence in philanthropy. Caroline has a law degree from the University of Zurich, holds the Swiss Federal Bar admission as well as a LL.M. from New York University, School of Law. Caroline also completed the professional foundation management course of the Centre for Philanthropy Studies (CEPS), University of Basel.
Co-founder, partner, and wealth advisor
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.
Philanthropic Advisor, Rockefeller Philanthropy Advisors
New York, NY
Consulting topics: Board governance,development of strategic grantmaking practice, evaluation of grants, implementing strategic grantmaking, new foundation development, next generation issues, strategic planning, operations planning, issue area research
Liza Primeau joined Rockefeller Philanthropy Advisors in 2013 and works with the Donor Services Team, where she engages with a range of family foundations, corporate clients and individual donors. She has significant experience in grantmaking related to college access and success, social services, arts and culture and youth development. In addition, Liza has experience researching a variety of issue areas, while working with clients to develop and implement grant strategies and realize their philanthropic goals.
Prior to joining RPA, Liza worked for six years as a Philanthropic Advisor at The Philanthropic Initiative of the Boston Foundation and for three years as a Research Associate at American Institutes for Research. Liza received her B.A. in Communications with a minor in History from Randolph-Macon Woman's College in Lynchburg, VA.
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.
Julie L. Rogers
Consulting topics: Board governance, development of strategic grantmaking practice, executive coaching, facilitating giving circles, implementing strategic grantmaking, new foundation development
Julie L. Rogers, a recognized leader in national and place-based philanthropy, advises philanthropic leaders and foundations on strategy and program development. Ms. Rogers served as President and CEO of the Eugene and Agnes E. Meyer Foundation in Washington, DC from 1986-2014.
During her tenure, she served on the boards of the Council on Foundations, the Foundation Center and the Forum of Regional Associations of Grantmakers. Her leadership in regional philanthropy included founding the Washington Regional Association of Grantmakers and the Washington AIDS Partnership and serving on the boards of the Washington Area Women's Foundation and Venture Philanthropy Partners. Her work at the Meyer Foundation focused on creating innovative and collaborative ways to support nonprofit executive directors and their organizations including research, capacity building and loan programs and the Exponent Award program honoring outstanding leaders.
Ms. Rogers extended Meyer's work and advocacy for low-income people through her service on many business and civic organizations. She has received numerous awards including Washingtonian magazine's, "Washingtonian of the Year" and "100 Powerful Women," and the Washington Business Journal's "Power 100" and "Women Who Mean Business".
She began her career teaching elementary school and serving as the legislative staff director of the District of Columbia City Council for human services and arts issues.
She and her husband live in Boulder, Colorado.
CEO, Dexterity Ventures/Place2Give.com
Consulting topics: Board governance, development of strategic grantmaking practice, evaluation of grants, facilitating giving circles, implementing strategic grantmaking, new foundation development, women in philathropy, corporate citizenship/family enterprise advising, Canadian non-profit landscape
Gena Rotstein is one of Canada's leading experts in Social Enterprise. She is the founder of Dexterity Ventures, the umbrella company of Dexterity Consulting, Canada's first philanthropic brokerage firm, and Place2Give.com, the ground-breaking aggregator of charity big data.
With over 15 years of non-profit work experience throughout Canada and the United States, Gena has evolved into an expert matchmaker between businesses, philanthropists, and the myriad of ways they contribute to the charitable sector. Her in-depth understanding of social values matches people to organizations through the KARMA & CENTS model thereby fulfilling their philanthropic vision ensuring they receive the biggest bang for their social 'buck'. In addition, Gena is building on her social enterprise expertise and is currently working with other social entrepreneurs and financiers to establish new funding models for social businesses.
Director of Donor Experience and Engagement, The Minneapolis Foundation
Consulting topics: Development of strategic grantmaking practice, facilitating giving circles, implementing strategic grantmaking, next generation issues
Robyn Schein wears many hats at The Minneapolis Foundation. You can spot her tweeting about the latest on family giving, rolling up her sleeves to facilitate inspiring workshops on intentional and focused philanthropy, and helping donors fulfill their giving goals. Robyn also manages Fourth Generation, the Foundation's experiential program for the next generation of givers. Using her natural facilitating skills and the tools she learned as a certified 21/64 consultant on multi-generational giving, Robyn has led workshops to a variety of audiences -- from young professionals at Bev's Wine Bar and clients at a major local law firm, to philanthropic families in their homes. Robyn has also presented at two national conferences of the Council on Foundation's on helps families bridge generational differences and make the most of their giving.
Robyn received her B.A. in International Studies from American University and her Masters in Public Administration with a focus on nonprofit management from NYU's Wagner Graduate School of Public Service. Prior to joining the Foundation, she worked at Orr Associates, a nonprofit consulting firm, and with the Employee Volunteer Programs Office at JP Morgan Chase. Robyn is involved with the Minnesota Council on Foundations and the Council on Foundations where she currently serves on the National Committee on Family Philanthropy and the planning team of the 2012 Conference on Family Philanthropy. She is also on the Board of Directors of Students Today Leaders Forever. Robyn was recently named by Pollen a "Community Connector" and an "Under the Radar Leader." In the off hours, this tech-savvy mom reads various blogs on topics ranging from philanthropy, home decorating, and parenting to the latest Hollywood buzz.
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.
Pioneer, leader and innovator in the youth and family philanthropy sector with over 15 years of success in building, implementing and directing strategic programs for teen involvement, family philanthropy, and philanthropy education. A visionary with a strong reputation for community organizing and building effective partnerships that engage stake holders and create lasting programs of impact. Experience working with boards, lay leaders, funders, and professional stake holders. A 21/64 National Trainer with experience working with high net worth philanthropic clients. Extensive experience in curriculum development, teaching, and workshop facilitation.
Family Philanthropic engagement
Retreat and workshop development and facilitation.
CEO, Family Wealth Dynamics
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.
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.
Executive Director, Head of Client Development, UBS Financial Services
New York, NY
Consulting topics: Financial literacy, next generation issues, women
Judy Spalthoff joined UBS in 2008 as Business Development Officer for Private Wealth Management (PWM); in 2013, she became the Head of Client Development. In this role, Judy oversees the PWM Accreditation Program, Private Briefings, client event attendee management, and marketing. In addition, Judy curates two annual client events, the UBS Women's Symposium and the UBS Young Successors Program. She also works with PWM Management to coordinate and host the annual PWM Conference.
Judy joined UBS from the Citi Family Office in July 2008. At Citi, Judy was the International Services Manager where she was tasked with creating and maintaining relationships with Citi's worldwide partners to provide Citi Family Office clients with a resource network for international products and services. Before that, Judy was the Advisor Relations Manager where she was responsible for the Citi Family Office Continuing Professional Development and Designation Program. Prior to Citi, Judy was an analyst for Accolade Partners LP, a fund-to-funds venture capital firm in Washington, DC.
In addition, Judy serves on the Board of Advocates for Citizen Schools New York (CSNY). CSNY partners with middle schools to expand the learning day for children in low-income communities. CSNY promotes student achievement, transforming schools, and re-imagining education in New York.
Judy graduated with honors from Drexel University with a degree in information systems and technology and a minor in business administration. She also received her M.B.A in finance and marketing from New York University. Judy is Series 7, 63, and 65 licensed.
Partner Relations Officer, Minnesota Philanthropy Partners
St. Paul, MN
Consulting topics: Communication skills, development of strategic grantmaking practice, diversity, facilitating giving circles, implementing strategic grantmaking, fundraising
Mala Thao helps our donors become smarter philanthropists. She works to provide each donor with informational resources in his or her areas of interest, helping to connect donors with experts in mental health, environment and countless other subjects. She also helps donors find nonprofit organizations that share their values and goals.
Mala joined Minnesota Philanthropy Partners in 2011. With 10 years of prior development experience, she brings a passion for donors and communities. Mala serves on the board of TeenWise and recently served on Governor Pawlenty's Council on Faith and Community Services Initiatives. She is also a cofounder of the Hmong Women's Giving Circle.
Jamie Traeger-Muney, PhD
Founder and CEO, Wealth Legacy Group
Consulting topics: Board governance, communication skills, development of strategic grantmaking practice, family dynamics, financial literacy, next generation issues, inheritors, couples, women, family governance
Jamie specializes in the emotional impact of wealth on inheritors, women, and multi-generational families. Jamie earned her undergraduate degree from the University of Michigan and her doctorate in clinical psychology from the California School of Professional Psychology.
Jamie's personal experience as an owner of a family business and board member of her family foundation, combined with her theoretical and practical expertise in wealth psychology, has given her a unique sensitivity to issues surrounding the inter-generational family dynamics of affluence.
As an innovator in the field of wealth psychology, Jamie facilitates the exploration of complex family "truths" and taboo issues related to money and wealth. Considered a thought leader in this field, Jamie has been featured in major media outlets such as: Reuters, BBC, Huffington Post's Third Metric, WSJ, and Bloomberg BusinessWeek.
Jamie has the distinction of being the first psychologist in the United States ever to be hired as an employee of a bank, to work with their clients. She worked as a Family Wealth Consultant for Wells Fargo's Family Wealth Group, a multi-family office platform serving families with $50 million and above in investable assets.
While at Wells Fargo, Jamie was instrumental in developing a program entitled "Wealth, Worth and Fulfillment" which provided the qualitative foundation needed to sustainably support quantitative planning. Through this program, Jamie supported multi-generational families in concretizing their values, developing a vision for their future and then leveraging their wealth towards the fulfillment of their goals.
Jamie has been married for over 20 years and has two children. She believes strongly in a need to give back to her community, offering pro bono expertise to nonprofit agencies and serving on several community boards. Jamie and her family made Aliyah in 2009.
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
Dr. Rebecca Trobe works with philanthropic organizations, family foundations, family businesses, entrepreneurs, couples and individuals. Her core consulting work is focused on multi-generational strategic philanthropy and wealth succession planning with an emphasis on stewardship, legacy planning and next generation transitions. Rebecca holds a doctorate in clinical psychology and applies her range of skills to all of the above as well as spending time with organizations and teams on the effective development of values, vision, mission, leadership and the execution of strategy.
Rebecca has worked in a range of professional consulting roles including: Family Wealth Consultant with Wells Fargo's National Family Office/Family Dynamics Division, Co-founder and Managing Principal of The Wealth Legacy Group, Partner at Schaffer & Combs, LLC and Senior Consultant with 21/64, a non-profit consulting practice specializing in next generation and multigenerational engagement in philanthropy and family enterprise. Prior to relocating to San Francisco from New York, Rebecca was an executive coach with Leadership Strategies, a boutique coaching firm based in Princeton, NJ, working nationally with C-level executives and their teams on leadership performance, vision and strategy.
As the founder of Impact Coaching & Consulting, LLC, based in the Bay Area, Rebecca is privileged to travel nationally and internationally in her work with organizations, foundations, families and entrepreneurs. Rebecca has a passion for most things involving the principles of social venture, innovation and leadership. She has served on the advisory board of Ashoka's Bay Area Youth Venture and the board of Thinking Beyond Borders, empowering and inspiring students to become leaders via international gap year programs addressing critical global issues and meaningful solutions to our world's problems.
Director of Family and Corporate Philanthropy, Jewish Federation of Greater Atlanta
Consulting topics: Communication skills, next generation issues and philanthropy, fundraising
Jillian Wagenheim is currently the Director of Family and Corporate Philanthropy at the Jewish Federation of Greater Atlanta. She began her six-year tenure in the Women & Philanthropy Department where she learned the ins and outs of development work. In recent years, she has held the title of both Senior Philanthropic Advisor and Senior Development Officer focusing on the "Under 40" population. This has included working with the Atlanta members of Jewish Federations of North America's National Young Leadership Cabinet, managing the "Under 40" Major Donor Campaign, and maintaining a portfolio of several hundred donors whom she assisted in reaching their philanthropic goals. As a result of a generous gift by an Atlanta family, she worked with two generations of family members to develop and lead a mission to Israel and Poland tailored to engage future leadership, ages 30-45. Over the last two years, she has been instrumental in building the Atlanta Federation's Family Philanthropy program. In addition to her work with the "Under 40" population, Jillian's responsibilities were expanded this past year as she helped to create a comprehensive Corporate Sponsorship program, which she now manages.
Before joining Federation in 2007, Jillian was the Director of Membership Services at Ahavath Achim Synagogue, the largest and oldest Conservative synagogue in Atlanta. While there, she implemented programs focused on engaging the next generation in synagogue life which earned the synagogue national recognition with a Gold Solomon Schechter Award. Prior to working in the Jewish community, Jillian taught 5th grade in an Atlanta elementary school for three years after earning a Bachelor of Arts in Elementary Education from Michigan State University in 2002.
Executive Director, Tauck Foundation
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 people and families develop the skills to reach their full potential. She has seventeen years of experience in the non-profit sector with leadership and youth development, strategic planning, non-profit management, grantmaking, and philanthropy.
An advocate for the arts and arts education, Eden began her career in the Education Department of the San Francisco Opera. She then spent ten years working at Summer Search, a non-profit that develops confidence, character, and skills in resilient, low-income high school students. During her tenure at Summer Search, Eden took on various leadership roles, including Executive Director of the North Bay office and founding Executive Director of the New York City office. Beginning in 2007, Eden served for three years as Executive Director of Steamboat Foundation, a private foundation that operated a summer fellowship for talented undergraduate leaders and made international grants, namely in Rwanda, Haiti, and South Africa. She has also served as an organizational development consultant for Kucetekela Foundation, an education program for secondary school students in Zambia.
In 2010, Eden was honored to become the first non-family Executive Director of the Tauck Family Foundation, engaging the next gen of the Tauck family to create an active, multi-generational Board of Directors. In 2012, Eden led the board in a major redirection of the foundation's strategy, mission and theory of change, which is to invest long-term in building the capacity of organizations that are developing essential life skills that lead to better prospects for children from low-income families in Bridgeport, Connecticut. Eden continues to lead the Foundation's strategic initiatives, operations and staff oversight, board relations, financial management, knowledge sharing, and communications with the broader community.
In addition to her work at the Tauck Family Foundation, Eden consults independently to a limited number of individuals, families, and foundations that seek to create measurable social value with their philanthropy. Eden has been certified as a trainer and consultant by 21/64, a non-profit consulting division of the Andrea and Charles Bronfman Philanthropies specializing in multi-generational strategic philanthropy for families. Her services include tailored coaching to individual philanthropists, as well as strategic planning and theory of change thought partnership for private foundations. Eden's goal is 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, a rigorous outcomes and performance management focus, self-examination, and a sense of fun in doing this important work. Most of all, Eden sees consulting as an opportunity to help funders become effective social investors and strengthen their non-profit grantees, all while galvanizing the next generation of philanthropic leaders and leveraging more good in the world.
Eden is a member of several affinity groups for grantmakers, including the Fairfield County Funders Network, Connecticut Council for Philanthropy, Hedge Fund Philanthropic Alliance, National Center for Family Philanthropy, and the Alliance for Effective Social Investing. Eden is a founding board member and Secretary of Edible Schoolyard NYC. She received her BA in English Literature from Yale University. She lives in Connecticut with her husband and their two children.
Director, Jewish Teen Funders Network
New York, NY
Consulting topics: areas of expertise, facilitating giving circles, implementing strategic grantmaking, new generation issues, teen philanthropy, meeting planning and facilitation
Stefanie Zelkind is the founding director of the Jewish Teen Funders Network (JTFN), which supports the growing field of Jewish teen philanthropy. JTFN operates as a program of the Jewish Funders Network, and works with nearly 150 Jewish teen philanthropy programs throughout North America. Under her leadership, JTFN has established Jewish teen philanthropy as a recognized field at the crossroads of Jewish education, philanthropy, and teen empowerment. Stefanie consults with funders, educators, and teen professionals interested in bringing Jewish teen philanthropy to their community and has helped to launch teen foundations at synagogues, Jewish federations, youth groups, and summer camps. She brings personal experience in collective giving to her work as a co-founder and participant of "No Small Change," a tzedakah collective for women and girls.
Stefanie has served on the selection committees of the Wexner Graduate Fellowship, Joshua Venture, Slingshot Fund, and the Diller Teen Fellowship. Before joining JTFN, Stefanie served as the National Field Director of the Coalition on the Environment and Jewish Life (COEJL) and the Director of International Affairs for Adam Teva V'Din – The Israel Union for Environmental Defense. She earned a double Masters degree in Nonprofit Management and Judaic Studies at New York University, where she was a Wexner Graduate Fellow.
Philanthropy Advisor, WISE
Consulting topics: Communication skills, development of strategic grantmaking practice, evaluation of grants
Sabrina Zucchello is a philanthropy advisor working at WISE a Swiss-based consulting company specialized in philanthropy. Her responsibilities include advising private clients, families and foundations on their philanthropic activities and engaging the next generation.
Prior to WISE, Sabrina has been working at the crossroads of the private sector, the United Nations and NGOs in the field of Corporate Social Responsibility as a program manager. She has built and grown a multi-stakeholder initiative related to entrepreneurship, education and the use of IT, first in the EMEA region and then worldwide. As part of this role, Sabrina was in charge of selecting the new grantees of the program and of animating the community of grantees.
Sabrina has gained field experience working in Latin America and holds a postgraduate degree in International Law from the Graduate Institute of International and Development Studies in Geneva.
"21/64 facilitated a thoughtful, energetic and insightful conversation among many of our family foundations about engaging the next generation. Participants left better informed about generational perspectives as it relates to philanthropy and a checklist of ideas for encouraging participation among young family members. I'd recommend this as a program for other regional associations of grantmakers."
Executive Director of the Association of Baltimore Area Grantmakers
"21/64 has provided invaluable guidance to the Jewish Community Endowment Fund in our work with next generation inheritors and earners of wealth. Sharna helped us to launch the Young Funders' Forum, a tremendously successful ongoing program serving emerging Jewish philanthropists in the Bay Area. It really is one of the best things we've done during my nine year plus tenure here, and is helping to change the overall landscape of the Endowment The Young Funders are now serving on the Endowment Committee, assuming leadership roles on a number of our foundations and committees, establishing funds here, and advancing in their own philanthropic thinking. 21/64 has also led productive workshops for us using excellent tools they created, and we continue to rely on their good counsel."
Amy Rabbino, Ph.D., Director of Philanthropic Services
Jewish Community Endowment Fund of the Jewish Community Federation of San Francisco