I primarily serve donor families and donor groups, grantmakers, and the associations and advisors that serve them. I’ve staffed, consulted with, and volunteered for a wide variety of philanthropy efforts, helping them answer four essential questions: For What Purpose?; With Which Resources and Tools?; With What Plan of Action?; and For What Results and Learning?.
- American Endowment Foundation – In May 2016, I was named a member of AEF’s Philanthropic Advisor Referral Program. AEF is the nation’s largest independent sponsor of donor advised funds.
- Ekstrom Alley Clontz & Associates – In April 2016, I was named a part-time Associate of this strategic management consulting firm with deep experience in working with community foundations and their associations.
- Impact Finance Center – In September 2015, I was named a Senior Advisor. The Center provides impact investing research, education, and advisory services to philanthropists, foundations, family offices, and others.
- National Center for Family Philanthropy – I am a subscriber to NCFP’s resources and in February 2016, I became a contracted program manager for its Community Foundations Family Philanthropy Network.
I’m a specialist in some philanthropic, nonprofit, and social impact topics, and a synthesizing generalist in many others. To best serve a client, I can easily call on trusted collaborators through those affiliations and through my memberships in the Purposeful Planning Institute and National Network of Consultants to Grantmakers.