Sharna Goldseker

Vice President

Andrea and Charles Bronfman Philanthropies

Sharna Goldseker directs 21/64, a non-profit consulting division of the Andrea and Charles Bronfman Philanthropies specializing in next generation and multi-generational strategic philanthropy. In that capacity, Sharna manages Grand Street, a network for 18-28 year olds who are or will be involved in their family’s philanthropy; develops philanthropic tools; and, speaks and consults on multigenerational philanthropy with families, foundations and family offices.

Previous to ACBP, Sharna was a program officer at Philanthropy Advisors, a multi-family foundation office in New York, where she managed grantmaking in the areas of legal rights, reproductive health, social justice and the environment. Sharna was also a project coordinator for Enterprise Homes, a subsidiary of The Enterprise Foundation, where she developed affordable rental and for-sale housing in Maryland.

Sharna has a Bachelor of Arts from the University of Pennsylvania with a double major 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 School of Public Service where she was the inaugural Charles Tenney Fellow.

Sharna currently serves on the board of the Goldseker Foundation and serves as Chair of the Committee on Family Philanthropy at the Council on Foundation.

Allison Sole

Deputy Director

Andrea and Charles Bronfman Philanthropies

Allison Sole is Deputy Director of 21/64 at the Andrea and Charles Bronfman Philanthropies (ACBP), where she consults with family foundations and related groups, develops 21/64 tools, helps manage the young donor network Grand Street and runs train the trainer programs. Prior to joining ACBP, Allison was at the Arnold P. Gold Foundation for Humanism in Medicine, where she 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 medical schools across North America, among other programs across the medical educational—and generational — continuum. Allison was also 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. She currently sits on the Council on Foundations’ Next Generation Task Force.

Jason Soloway

Vice President

Andrea and Charles Bronfman Philanthropies

Jason Soloway is Vice President at The Andrea and Charles Bronfman Philanthropies (ACBP) where he manages grants focused on the environment, education, Jewish identity, cooperation and coexistence, and the arts. In addition, he consults with families, foundations, and non-profit organizations on issues related to multigenerational philanthropy through ACBP's 21/64 division.

Born in Toronto, Jason graduated from the University of Western Ontario in 1999 with a Master's in Arts in Comparative Literature and in 2001 he received a dual Master's degree in Management and Jewish Communal Service from Brandeis University. Jason serves on the boards of several non-profits in both the USA and Canada.

Ashley Blanchard

Senior Consultant, TCC Group

New York, NY

Consulting topics: Board governance, development of strategic grantmaking practice, evaluation of grants, implementing strategic grantmaking, new foundation development, next generation issues, foundation operations and management

Ashley Snowdon Blanchard is a consultant 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 President of the board of the Hill-Snowdon Foundation, which supports social justice efforts throughout the U.S. Through programs in Youth Organizing and Economic Justice, the foundation helps low-income families develop the capacity and leadership skills necessary to influence the decisions that shape their lives. She also serves on the board of the Ms. Foundation for Women and 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

San Diego, CA

Consulting topics: Board governance, next generation issues, marketing and social media

Emily Davis has served as a staff member, advisor, board members, and consultant to dozens nonprofit organizations for the past 15 years and She began volunteering from an early age and now serves as a leader in many nonprofit organizations including American Marketing Association San Diego, Association of Fundraising Professionals San Diego, and Women Give San Diego. She began her career in ending violence against women and now focuses her attention on developing the next generation of leaders and fostering collaboration and leadership within nonprofit organizations.

Emily currently serves as a professor in University of California San Diego’s fundraising certificate program; an editorial board member for Nonprofit World magazine; and as president of EDA Consulting, LLC where she consults and trains nonprofit organizations in the areas of philanthropy, marketing and social media, organizational communications, volunteer management and board development. She continues to advise for organizations such as Shakti Rising, Red Lotus Society, Stay Classy, Emerging Practitioners in Philanthropy, and Resource Generation. Emily is the co-founder and Board Chair for the San Diego chapter of Young Nonprofit Professionals Network, a local chapter of a national organization which focuses on engaging and promoting the development of emerging leaders in the nonprofit sector.

After 12 years in Colorado, Emily recently relocated to San Diego where she lives with her partner, Chris, and their two Labrador retrievers, Madison, and Maggie Mae. In her free time, Emily practices and teaches vinyasa yoga through the San Diego community, including many nonprofit organizations.

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.

Julie A. Morton

Family Communication Strategist, Conscious Legacy Coaching

Toronto, Ontario

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

Julie Morton is a Family Communication Strategist and Founder of Conscious Legacy Coaching. Morton has a PhD from Michigan State University in Communication with a sub-specialty in Creative Problem Resolution. She has very specialized training in small group dynamics, organizational change, and interpersonal and organizational communication. Dr. Morton has Advanced Facilitator training from both the Creative Problem Solving Group, Buffalo and from Synectic, Inc. She has advanced training in Conflict Management and Mediation, from the Institute of Peace and Conflict Studies, Conrad Grebel University College, Waterloo, Ontario, as well as training from the Adler School of Professional Coaching, part of the International Coach Federation. Dr. Morton has spent the last 10 years working, studying and teaching in the field of organizational/interpersonal communication. During most of her adult life, she has been exposed to the issues intricately involved with family-owned and run organizations. As a communication specialist, Dr. Morton offers clients both a simple set of skills and a unique approach to improving communication. Julie was the Recipient of the UJA Federation Distinguished Service Award for efforts on behalf of UJA Federation Campaign, she was a Wexner Heritage Foundation Fellow (a prestigious leadership development program for a select group of applicants from across North America, ages 30-45), and was selected as one of four Canadian representatives at an International Conference for Young Leadership (age 25-40).

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

Co-Director, Jewish Funders Network Philanthropic Services

New York, NY

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 M. Rodsky is Co-Director of Philanthropic Services at the Jewish Funders Network. Prior to joining JFN, 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, which advises private bank clients on all aspects of their philanthropic giving and manages 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, a policy, research and direct service organization that helps disadvantaged children succeed in New York City public schools. Eve also served as associate director of entertainment and celebrity outreach for the Kerry-Edwards campaign and 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 JD cum laude from Harvard Law School. Eve is a member of the New York and California Bars.

Sue Schwartzman

Director of Youth Philanthropy

Jewish Community Endowment Fund

San Francisco, CA

Consulting topics: Development of strategic grantmaking practice, evaluation of grants, facilitating giving circles, implementing strategic grantmaking, next generation issues

Sue Schwartzman is the Director of Youth Philanthropy for the Jewish Community Endowment Fund. Sue began her foray into youth philanthropy as a classroom teacher, more than twelve years ago. Sue developed the Seventh Grade Tzedakah Project now used in many Jewish day schools and religious schools. Sue then worked with Rabbi Serena Eisenberg and with the support of the Jewish Community Endowment Fund, developed the Jewish Community Teen Foundation Program, now a national model for program excellence in youth philanthropy. Over the past eight years, Sue has watched hundreds of Bay Area Jewish teens raise and give away hundreds of thousands of dollars with the most exciting outcome being the passion she sees young people develop for tikkun olam (fixing the world.) Sue holds a BA from the University of California at Davis in Psychology and Drama; a secondary teaching credential; and an MA in Education from Stanford University. Sue has worked as an education consultant focusing on standards of excellence in curriculum, teaching practices and the integration of Jewish values into the curriculum. Most recently Sue has developed workshops for individual families to assist them in talking about values and their connection to philanthropy, as well as workshops on raising giving children.

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.

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 is committed to collaborative leadership models, inclusive philanthropy, social entrepreneurship and the development of sustainable giving cultures in families and communities.

Since 1994 she has worked as a consultant and coach with individuals, couples, families, entrepreneurs, and business executives, specializing in team performance and governance as well as the development of leadership, vision and strategy in multi-generational family philanthropy and legacy planning. She has a master’s degree, and is currently completely her doctorate, in clinical psychology from The Wright Institute in Berkeley, California.

In her former position at Wells Fargo’s Family Dynamics Practice, a division of Wells Fargo Family Wealth, Rebecca designed and facilitated family wealth education curricula and retreats that centered on family dynamics, family governance and succession planning. When working in the context of family wealth and philanthropy, she focuses on identifying and transforming the challenges that arise from the belief systems, values and behaviors that clients have in their relationships with money, wealth and philanthropy. She uses genograms (maps that illuminate multi-generational family dynamics and patterns) as core tools to provide people with clarity and insight on these issues.

Rebecca is a coach and certified consultant with The Wealth Legacy Group; Leadership Strategies; a certified consultant with 21/64 (a non-profit division of The Andrea and Charles Bronfman Philanthropies); and her own practice, Impact Coaching & Consulting, in Oakland, CA. She serves on the National Leadership Cabinet for United Jewish Communities and the board of the Greater Good Science Center at UC Berkeley. The combination of her coaching, consulting, entrepreneurial skills and clinical training provides her with a comprehensive set of experiences and tools that allow her to do work she believes in and thoroughly enjoys.

Danielle Oristian York

Vice President, Pitcairn Family Office

Vienna, VA

Consulting topics: Communication skills, family dynamics, financial literacy

Danielle Oristian York is Vice President of Client Development at Pitcairn. Danielle is responsible for developing new client relationships, managing current client relationships and delivering high quality family office services. In serving current clients as a relationship manager, Danielle works closely with client families to provide planning strategies that help clients understand, organize and manage their wealth around an actionable strategy. Her multi-faceted role includes advising on planning strategies, governance, family meetings and financial education for all ages. Prior to joining Pitcairn, she worked as a Client Sales Associate with Paine Webber and as a Business Development Associate with UBS. Danielle earned a BA in Communication with a focus in Marketing and PR from James Madison University. She is currently enrolled in her third year of postgraduate work at The Bowen Center for the Study of the Family, Georgetown, DC.