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Advisory Committee

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Amalia Brindis Delgado

Chief Strategy Officer, Panta Rhea Foundation

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Jumi Falusi Samen

Senior Director, 21/64

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Marguerite H. Griffin

Senior Vice President and Director of Philanthropic Advisory Services, Northern Trust

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Diane Higginbotham
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Jennyfer A. Holmes

Senior Scholarship and Development Officer

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Nicole Kyauk

Senior Director of Philanthropic Services, The San Francisco Foundation

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Erin Lynn Williams

Lead, Constellations Culture Change Fund & Initiative

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Allistair Mallillin

Director of Asset and Strategy Building, Common Counsel Foundation

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Steven Moore

Chief of Staff, The Columbus Foundation

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Adriana Viteri

Senior Philanthropic Advisor, The Chicago Community Trust

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Ceree Wilkerson

Assistant Director of Annual Giving, RAND Corporation

Testimonials

“21/64 tools helped us explore the what, when, and how to include and engage the next generation. We explored our own values and legacy beyond duty and obligation. 21/64’s unique experiential exercises put structure, tools and strategy into the planning process for our family workshop. The workshop was a huge success! The exercises were fun, dynamic and insightful. It strengthened the bond between the generations of our family, and enabled us to feel a deeper connection to purpose and the reason for our families’ existence. It was a great way to cultivate openness, respect for others, work in teams and negotiate the decision making process.”
Vicki Vidor
Fouress Foundation, Australia
“21/64 joined us and the Cherry Hill Federation and Jewish Book Council at our leadership development kick-off event with all synagogue, day school, and Federation agency boards. Sharna Goldseker spoke about the book, The Grandparent Legacy Project. We had about 70 community lay leaders attend and all felt they got some great information on how to start a dialogue with individuals about creating a legacy with money or personal values. It was a very nice event and Sharna really worked with us to cater to our community and needs.”
Sabrina Spector, Director
Katz Jewish Community Center
“The 21/64 training was one of the best uses of my time and resources for my business of advising wealthy families. I have used several of the tools to help deepen the relationships I have with the families I serve. Additionally, I have found the techniques learned in the training to be very useful in the hiring and training process for new employees as well as the 'getting to know you' phase of new client relationships. I cannot recommend 21/64 enough if you are looking for new and value-added ways to serve your clients and their families in their philanthropy.”
Charlie Jordan
Partner/Wealth Advisor, Brightworth
“Danielle led a session for us for about 120 of our high-end clients. It was an interview with one set of family members about the messages they were given about philanthropy growing up and how they are playing out differently in their lives. was so much energy and discussion around the tools and exercises, with participants discussing who else they wanted to try them with. Many of them have contacted me since to inquire about how best to do so!”
Sue Schwartzman, Principal
Sue Schwartzman Philanthropic Consulting

Amalia Brindis Delgado

Amalia has over 20 years of experience in global nonprofit organizational development, organizing, and legal advocacy. As Panta Rhea’s Chief Strategy Officer, Amalia facilitates strategic design and partner resources to deepen the foundation’s commitments to grassroots liberation, food sovereignty, and climate justice across the Americas and the Caribbean. Previously, Amalia spearheaded Hispanics in Philanthropy’s new initiatives and oversaw programs that intersected across migration, power building, and racial, gender, economic, and environmental justice for Latin American and Latine communities. She co-founded Asylum Access, a 20-year old international refugee rights organization in Africa, Asia and Latin America. Born in Venezuela and raised in the US Virgin Islands, Amalia is a California-licensed lawyer living in Virginia.

Jumi Falusi Samen

Senior Director and Senior Consultant
Envelope

Jumi Falusi Samen is a go-to guide for families, philanthropies, advisors, and investors seeking to clarify and advance their goals for wealth and philanthropy. With more than 15 years of experience, she leads the consulting practice at 21/64 as Senior Director and Senior Consultant, where she works at the intersection of wealth, legacy, and impact.

Jumi’s consulting centers on philanthropy and family governance, supporting both wealth creators and inheritors through strategic advising, facilitation, and coaching. She advises families, foundations, and the professionals who serve them on philanthropic identity, giving strategy, and aligning values with practice. As a seasoned, dynamic facilitator and speaker, she designs and delivers multigenerational learning experiences and provides one-on-one and group coaching for rising generation philanthropists and stewards of wealth. She also serves as faculty for 21/64’s signature trainings, including Multigenerational Approach to Philanthropy, Art of Facilitation, Managing Family Dynamics, and Talking About Money.

Jumi served as a Senior Vice President and Philanthropy Advisor at Bessemer Trust and previously worked in financial advising at Goldman Sachs and fundraising at the Apollo Theater—experiences that shape the deeply informed, nuanced lens on wealth, philanthropy, and community that grounds her approach.

She holds an M.B.A. from NYU’s Stern School of Business and a B.S. in Economics from the Wharton School at the University of Pennsylvania. She also serves on the board of directors of ABFE: A Philanthropic Partnership for Black Communities. Jumi is based in Maryland with her husband and two children.

Facilitating

Marguerite H. Griffin

Marguerite is a Senior Vice President at Northern Trust. As Director of Philanthropic Advisory Services, Marguerite is responsible for the delivery and growth of Northern Trust’s philanthropic advisory services to Wealth Management clients. She specializes in administering charitable trusts and private foundations and facilitating family philanthropy retreats. She also advises clients regarding impact investing, strategic philanthropy, international philanthropy, family succession planning and board development, governance and risk management for nonprofit organizations.

Marguerite was most recently a Senior Trust Administrator and Relationship Manager in the Personal Trust Administration Department where she was responsible for the administration of large, complex trusts for individuals and families, charitable trusts and private foundations. Her duties involved working with sophisticated estate plans, sensitive family situations and complex property transfers.

Prior to joining Northern Trust as a Vice President in November 1999, Marguerite was a Vice President and Trust Administrator within the Private Clients Division of First Chicago, Bank One. Before joining First Chicago, Bank One, she practiced law as an Associate with Vedder, Price, Kaufman & Kammholz where she specialized in estate planning, nonprofit organization law, charitable trusts and private foundations.

Marguerite received a B.A. degree from Washington University in St. Louis and a J.D. degree from Northwestern University School of Law. She is a member of the Chicago Bar Association, the Chicago Council on Planned Giving and the Chicago Estate Planning Council. Marguerite is admitted to practice before the Illinois Supreme Court. She is a Faculty Member with The Northern Trust Institute.

She is a sought-after speaker in the areas of impact investing, strategic philanthropy, nonprofit board governance, private foundations and endowments, and family legacy philanthropy. In 2021, she received the Austin Fleming Distinguished Service Award from the Chicago Estate Planning Council and the Russell V. Kohr Memorial Award for Excellence in Planned Giving from the Chicago Council on Planned Giving.

Marguerite is an active volunteer, advisor and board member with several charitable and cultural institutions, including the Art Institute of Chicago, the Cleveland Avenue Foundation for Education (The CAFÉ), the Chicago Foundation for Women, the Chicago Symphony Orchestra, The Chicago Community Trust, Leadership Greater Chicago, Lyric Opera Chicago, The Ravinia Festival, Shriver Center on Poverty Law and WTTW/WFMT.

Diane Higginbotham

Envelope

Diane Higginbotham is a seasoned professional with a proven ability to foster meaningful relationships and provide expert philanthropic guidance. With over two decades of experience in the nonprofit sector, she has passionately dedicated herself to helping individuals and families navigate their philanthropic journeys.

Diane is a 21/64 Certified Advisor and offers those skills and tools during her values-based coaching services and speaking engagements through her practice, Dialogue with Diane. She empowers her clients to align their philanthropic and personal goals with confidence and clarity, drawing on her extensive expertise and holistic approach.

Previously, Diane served as a Senior Consultant at 21/64, where she utilized the organization’s tools and resources to help clients realize their philanthropic aspirations. Her career also includes impactful roles at two prominent community foundations: the Greater Houston Community Foundation and The Columbus Foundation.

Diane is a member of the 21/64 Certified Advisors of Color Advisory Committee, where she has served as an advisor, facilitator, and mentor to each annual cohort since its inception.

With a strong educational foundation in counseling, Diane brings a comprehensive perspective to her work. Originally from Columbus, Ohio, she has called Houston home since 2016, where she resides with her husband.

 Education and Affiliations
  • M.S. Ed. In Counseling from University of Dayton
  • B.S. in Organizational Management from Wilberforce University

Jennyfer A. Holmes

Jennyfer A. Holmes is the Senior Scholarship and Development Officer at the Hartford Foundation for Public Giving. She is responsible for $1.8m in annual scholarship awards, supporting over 600 students and fulfilling the philanthropic intentions of trusting donors. Her contributions earned her a promotion to her current role in 2018, taking on Major Gifts responsibilities as well. In 2019, she earned a Principles of Fundraising Certificate from the Association of Fundraising Professional, Connecticut Chapter. Prior to Hartford Foundation for Public Giving, she was a manager of INROADS New England Region, securing student internships with corporate sponsors. As a proud INROADS alumna, she secured new corporate clients and helped students launch their professional careers. Before INROADS, she worked in underwriting for Chubb Insurance, earning a well-deserved promotion to Assistant Vice President at a relatively young age. An active community volunteer, Jennyfer served as Secretary on the Board of the American School for the Deaf and the Board of Aurora Women and Girls Foundation. She was Grants Committee Chair and Secretary of the Junior League of Hartford, Inc.; she is currently a Sustainer. Jennyfer was recently elected to the Board of the Directors of the Connecticut Women’s Council and Board of Trustees of the Harriett Beecher Stowe Center. She is a member of the Farmington Valley Chapter of The Links, Incorporated and serves as the Recording Secretary, and is a Fellow of the national Scott Hawkins Leadership Institute. Jennyfer is a Diamond Life member of Delta Sigma Theta Sorority, Incorporated. A Magna Cum Laude graduate of Spelman College with a Bachelor of Arts in Political Science, Jennyfer is a charter member and serves as President of the New England alumnae chapter. A lifelong member of the First Baptist Church in Milford, Jennyfer chairs the Historical Ministry. She was recently featured in the Milford Mirror and New Haven Register for her work documenting the lives of early Black residents in Milford, especially 6 Black Revolutionary War heroes. She enjoys genealogy, scrapbooking, travel and interior decorating in her spare time. She is a devoted daughter, super sister, awesome aunt and great Godmother.

Nicole Kyauk

Nicole Kyauk is the Director of Philanthropic Services at the San Francisco Foundation.  She leads a team of philanthropic advisors committed to advancing racial equity and economic inclusion by helping individuals connect their values with their philanthropic goals. She has extensive experience in Bay Area philanthropy and nonprofit fundraising.

She holds B.A degrees in Communication and Sociology – Organizational Studies from University of California, Davis and an M.A in Public Administration from California State University, East Bay. She is a Chartered Advisor in Philanthropy® and a Certified 21/64 trainer.  She serves on the national board of Advisors in Philanthropy, the National Center for Family Philanthropy Community Foundations Family Philanthropy Network Advisory Committee, the member engagement committee for Northern California Grantmakers, and is a member of a giving circle that invests in women and girls in Oakland, CA. She is a proud inductee in the Alameda County Women’s Hall of Fame.

Erin Lynn Williams

Erin Lynn Williams (she/her/elle) leads the Constellations Culture Change Fund & Initiative, housed at The Center for Cultural Power, where she also acts as the Chief Field Building Officer. Constellations is a collaborative fund that redistributes resources to BIPOC artist disruptors, culture bearers, and cultural strategy organizations working at the intersection of arts, narrative and cultural strategy and social justice.

Previously at Global Fund for Women and the International Women’s Health Coalition (now Fos Feminista), Erin led global strategies to resource activists and gender justice movements advancing sexual and reproductive justice, feminist technology and Generation Equality Forum accountability. As a mentor and coach, Erin works alongside her philanthropic colleagues to deepen their collective institutional value alignment on trust-based and participatory grantmaking, and diversity, equity, inclusion and belonging.

As a Black mixed-race radical listener, activist grantmaker, and change navigator, Erin has lived and worked in Canada, Belgium, Botswana, Jamaica and the US, and has experience as a pregnancy options counselor, a youth sexuality educator, and as a coalition director to end gender-based violence. Erin weaves her love of singing, dancing, theatre, mindfulness and somatic practice into her life and work.

Erin holds a Master of Social Work from Carleton University and a graduate certificate in Principles and Practices of Organization Development from Columbia University. She speaks English and French, is motivated by cultivating deep relationships and trust, and tries her best to live up to these words by Kay Ryan, “Intention doesn’t sweeten. It should be picked young and eaten.”

Allistair Mallillin

Allistair Mallillin (he/him) joined Common Counsel Foundation in 2016 and is based in Oakland, CA. As Director of Strategy and Asset-Building, he directs philanthropic services for Common Counsel’s clients, supports donors in aligning their philanthropic practices with social justice grantmaking, and bridges relationships in the philanthropic field. Allistair has over a decade of experience in the nonprofit, philanthropic, and social justice fields. His skills lie at the intersection of organizational development, strategic implementation, participatory philanthropy, and transformational fundraising. Previous roles for Allistair include Membership & Communications Manager at Justice Funders, former Executive Director at Asian American Resource Workshop, and Associate Director of Programs and Services at Philanthropy Massachusetts. He also holds extensive experience in progressive philanthropy, having served in leadership and grantmaking roles for Haymarket People’s Fund, Funding Exchange, New England Foundation for the Arts, Access Strategies Fund, and Saffron Circle Giving Circle. Allistair currently serves as Vice Chair for Asian Pacific Environmental Network, Secretary for Filipinos Advocating for Justice, and member leader of the local chapter of Resource Generation. Additionally, he serves as Co-Chair of the Integrated Rural Strategies Group at Neighborhood Funders Group as well as the Local Engagement Chapter of Exponent Philanthropy. Allistair originally hails from Towson, MD, and holds a Bachelor’s Degree in Community Health and Biology from Tufts University.

Steven Moore

As the Community Counsel and Director of Donor Services at The Columbus Foundation, Steve splits his time between the President’s Office and Donor Services. As a member of the President’s Office, he provides community counsel to external groups and leaders on philanthropy and other matters relating to the Foundation’s mission, core business practices, and public value initiatives. In addition to this role, he also works with a portfolio of donors and their professional advisors to identify charitable goals and plays a lead role in supporting and growing organization endowment funds and philanthropic activities beyond central Ohio.

Steven has served in his role at The Columbus Foundation for over twenty years. Prior to his current position at the Foundation, he worked as Grants Administrator for Huckleberry House, Inc. and was Associate Director of Foundation Relations at The Ohio State University. Steven currently serves as a trustee for Philanthropy Ohio and as an ex-officio board member for the Dublin Community Foundation. He also serves on the Leadership Committee for the Columbus Metropolitan Club and the Shumate Council of the Wexner Center for the Arts. Steven holds a bachelor of arts from Hampton University, and a master’s in public administration from the John Glenn College at The Ohio State University.

Adriana Viteri

Adriana Viteri is a senior philanthropic advisor at The Chicago Community Trust.

She is responsible for building and cultivating trust-based relationships with current and prospective donors and grant partners. Adriana works with individuals, families and corporations to facilitate strategic grant making, sector knowledge, and philanthropic educational programming. In addition, she advises Nuestro Futuro (Our Future), an identity fund focused on inspiring philanthropy and supporting Latinx-serving organizations.

Prior to joining The Trust, she was the associate director of development & public affairs at Mujeres Latinas en Accion, where she managed the organization’s fundraising, communications, and advocacy efforts. She has a BA in political science from Florida Atlantic University and an MA in women and gender studies from DePaul University. In 2020, Adriana was selected to participate in 21/64’s inaugural Certified Advisors of Color Program. She served as co-chair of Chicago Foundation for Women’s Young Women’s Giving Council from 2018-2020 and participated as a fellow in 2016-2017 for the Community Memorial Foundation’s Ladder to Leadership program.

Ceree Wilkerson

Ceree Wilkerson joined The Pittsburgh Foundation as a donor services associate in 2021 to foster positive and sustainable relationships with donors as part of the Development and Donor Services department. Ceree previously served as a development and communications coordinator at The Midwife Center. She has eight years of stewardship and development experience and has a proven record of success serving nonprofits and experience helping donors achieve their philanthropic goals. In July 2020, she graduated from the CORO Women in Leadership program. She is a graduate of Carlow University where she earned a bachelor’s degree in mass media communications.

Ceree was born and raised in Pittsburgh and loves her hometown. She is a true foodie and enjoys going to brunch and is a football lover and diehard Steelers fan.