Mission & History
Strategic_Plan
Publication: 2012-12-25 Source: http://www.nptrust.org/who-we-are/mission/
Submitter:
Name:Owen Ambur
Email:Owen.Ambur@verizon.net
Organization:
Name:National Philanthropic Trust
Acronym:NPT
Description: National Philanthropic Trust (NPT) is a public charity dedicated to increasing philanthropy in society... NPT was founded
in 1996. Since that time, we have raised over $2.8 billion in charitable contributions and currently manage over $1.2 billion
in charitable assets. We have made over 65,000 grants totaling $1.6 billion to charities all over the world. We rank among
the 25 largest grantmaking institutions in the United States. Our experienced staff of philanthropic professionals is fully
prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees comprised of nationally-known
experts in philanthropy, government and business.
Stakeholder(s):
- Eileen R. Heisman: President and CEO -- Eileen R. HeismanEileen R. Heisman, ACFRE, is the President and CEO of NPT. She is a nationally recognized
expert on charitable and planned giving. Ms. Heisman has been interviewed about philanthropy and donor-advised funds on CNBC,
PBS and CNN International, and by nearly every national newspaper and major trade publication, including the Wall Street Journal,
New York Times, Washington Post, Bloomberg, CBS MarketWatch, Financial Advisor, and Investment News. She was among the first
fundraising professionals to earn the distinguished ACFRE certification. In 2011, she was named by NonProfit Times as one
of their Power and Influence Top 50, an annual listing of the 50 most influential executives in the philanthropic sector.
Ms. Heisman is currently a member of the faculty at Leadership Philadelphia, as well as an adjunct faculty member the University
of Michigan's School of Social Work graduate program, and at the University of Pennsylvania's School of Social Policy and
Practice. She is also a regular lecturer for the Nonprofit Board Leadership Program at the University of Pennsylvania's Wharton
School. Ms. Heisman serves on the Advisory Board at New York University's George H. Heyman, Jr. Center for Philanthropy and
Fundraising, the Community Foundation of Singapore and the University of Michigan's School of Social Work. She is also a member
of the Board of Directors at the Arden Theater Company. Ms. Heisman has a bachelor's degree with honors in psychology from
Carnegie Mellon University and a master's degree in social work with a major in social program evaluation from the University
of Michigan. She is a member of the third Wharton Fellows Class at the University of Pennsylvania and completed the Executive
Program for Philanthropy Leaders at Stanford University's Graduate School of Business.
- Thomas J. Grace: Chief Operating Officer -- Thomas J. Grace is the Chief Operating Officer and has more than 25 years of experience as a senior
executive in the financial services industry. Mr. Grace was formerly Executive Vice President, Operations and Technology,
with BISYS Plan services. He directed their processing and client services related to 6,000 small 401k plans, including banks,
brokerage, and insurance companies such as Bank One, Merrill Lynch, and Prudential. Prior to that, he spent 11 years with
the Vanguard Group, and directed its retail business operations and client services, overseeing more than 2000 employees.
He directed the institutional operations and client services groups, and opened Vanguard's first satellite facility (Phoenix,
AZ) and first institutional administrative group. He received his Bachelor's Degree from Quinnipiac University.
- Margaret A. Bandera: Vice President, Finance & Administration, & Treasurer -- Margaret A. Bandera is the Vice President and Treasurer of NPT and
has more than 20 years of management experience in accounting and finance. She is responsible for oversight of all financial
activities, treasury, compliance, risk management, human resources and general administration. Prior to joining NPT, Ms. Bandera
gained broad-ranging experience in the corporate, government and nonprofit sectors. She is both a Certified Public Accountant
(CPA), a Certified Management Accountant (CMA) and is a member of the American Institute of Certified Public Accountants,
as well as their Pennsylvania chapter. Ms. Bandera received her degree in Business Administration with honors from Red River
College in Canada.
- Andrew W. Hastings: Vice President, Business Development -- Andrew Hastings is the Vice President of Business Development and has 20 years of
experience in the philanthropic and nonprofit marketplace. Mr. Hastings is responsible for business development, institutional
partnerships, and sales, and has been recognized nationally for his pioneering work in the field of charitable marketing and
web development. Mr. Hastings wrote and edited NPT's award-winning publication A Chronological History of Philanthropy in
the United States. He also developed NPT's annual research study of the donor advised fund market. Mr. Hastings was formerly
the President and CEO of the Delaware Association of Nonprofit Agencies, which provided management services and technical
assistance to more than 2400 nonprofit organizations. Mr. Hastings has a B.A. with honors in Political Science from Denison
University and also studied at Exeter College, Oxford University.
- Diane L. Fitzgerald: Assistant Vice President, Donor Services -- Diane L. Fitzgerald is the Assistant Vice President of Donor Services and has
13 years of experience at NPT. Throughout her career she has attended programs administered by LaSalle University Non-profit
Center, Delaware Valley Grantmakers, and Georgetown University to advance her knowledge of nonprofit management. Currently,
Ms. Fitzgerald oversees daily operations and technology. She is experienced in gift planning, grantmaking and investment management,
and she has a breadth of experience in technology, operations, and administration. Ms. Fitzgerald attended Bloomsburg State
University where she studied computer science.
- Andrea Rush: Assistant Vice President, Grantmaking Services -- Andrea Rush is Assistant Vice President of Grantmaking Services and has
more than 10 years of experience handling all aspects of grant services, including foreign grants, within NPT. Ms. Rush is
a member of the Grant Managers Network and has attended numerous programs administered by LaSalle University's Non-profit
Center, Delaware Valley Grantmakers, and the Council on Foundations. Ms. Rush also spent several years as an elementary school
teacher for the School District of Philadelphia. She has a Bachelor of Science in Education from Temple University and graduated
Summa Cum Laude.
- Kip Schaefer: Assistant Vice President, Institutional Business Development -- Kip Schaefer is Assistant Vice President of Institutional
Business Development and has over 15 years experience in the financial services and nonprofit industries. He is responsible
for business development, investment management and charitable gift planning. Prior to joining NPT, Mr. Schaefer was a Managing
Director-Principal at Bear Stearns in New York City. His work included leading a trading team on the Fixed Income Finance
Desk responsible for managing over $50 billion in assets. Mr. Schaefer is a graduate of University of North Carolina at Chapel
Hill and completed his Master's degree in Fundraising at New York University's George H. Heyman, Jr., Center for Philanthropy
and Fundraising. His career transition from Wall Street to the nonprofit sector has been featured in articles written by the
New York Times, New York University and Creative Living Magazine. Mr. Schaefer serves on the Gift Planning Council for the
Philadelphia Zoo and is a volunteer youth athletics coach.
- National Philanthropic Trust Board of Trustees
- Jeffrey R. Lauterbach: Chairman, Board of Trustees -- Jeffrey R. Lauterbach, Chair of the NPT board of Trustees, is an independent advisor and consultant
focusing on trust business and wealth planning. He is the former Chairman, President and CEO of the Capital Trust Company
of Delaware, a company he founded in 1999. Under Mr. Lauterbach's leadership the company employed a client centered, collaborative
strategy to grow to over $6 billion of assets in six years. His developed expertise in the use of Delaware trusts, trust planning
strategies and the wealth advisory disciplines make him an effective counselor and an in demand speaker to professional groups.
Previously, Mr. Lauterbach served as Chairman, President and CEO of American Guaranty & Trust Company, and as Chairman of
The American Gift Fund, both of Wilmington, Delaware. He has also served as Chief Marketing Officer of Financial Service Corporation,
Atlanta, Georgia, and as Managing Director Corporate Services of The International Association for Financial Planning, Atlanta.
He completed his undergraduate degree at Hamilton College, Clinton, New York. He is a graduate of Emory Law School and a member
of the Georgia Bar. He is President of the Philadelphia Tri-State Area Financial Planning Association, Chairman Elect of the
Alliance Forum and a member of the FPA Professional Issues Committee. He is on the Editorial Review Board of the Journal of
Financial Planning and the Editorial Advisory Panel of Family Foundation Advisor.
- Robert Eichfeld: Member of the Board of Trustees -- Robert Eichfeld is a retired Citigroup executive. During a 33 year tenure, Mr. Eichfeld
managed Citibank's business activities in a number of countries throughout the Caribbean, South America, the Middle East and
Asia. Since 2000 he has advised a venture capital fund in Dubai and a new bank in Bahrain. He also sits on the board of the
leading investment bank in the Middle East region. Further, during the last 12 years, Mr. Eichfeld has worked with various
social development organizations. He currently serves as board vice chair for the Grameen Foundation, which uses microfinance
and technology to economically enable the world's poorest populations; and Give To Colombia, which strives to improve the
lives of the underserved in Colombia. He is a graduate of Wake Forest University; Thunderbird Graduate School of Global Management,
where he serves as chair elect of its Global Advisory Council; and Harvard's Executive Program for Management Development.
- Gennaro J. Fulvio: Member of the Board of Trustees -- Gennaro J. Fulvio is the managing member of Fulvio & associates, LLP, certified public
accountants since 1987. Mr. Fulvio is a member of the board of directors of Mueller Industries, Inc. He is also a member of
the board of directors of Cardinal Spellman High School, Bronx, NY, a not-for-profit organization. Prior to starting the firm,
he was a tax manager at a large public accounting firm, concentrating in the securities industry. Mr. Fulvio has 30 years
experience in the securities industry and represents over 100 brokerage firms and hedge funds as either the auditor, accountant,
or tax advisor. He is a graduate of Bernard M. Baruch College. He is a member of the New York State Society of CPAs and has
served on various Society committees including the Taxation of Financial Products, Partnership, and S Corporation Committees.
He taught stock brokerage accounting and financial accounting at the New York Institute of Finance for many years. Mr. Fulvio
has also passed the Series 27 Exam, which allows him to represent brokerage firms as a financial operations principal.
- Eileen R. Heisman: Member of the Board of Trustees -- Eileen R. Heisman, ACFRE, is the President and CEO of NPT. She is a nationally recognized
expert on charitable and planned giving. Ms. Heisman has been interviewed about philanthropy and donor-advised funds on CNBC,
PBS and CNN International, and by nearly every national newspaper and major trade publication, including the Wall Street Journal,
New York Times, Washington Post, Bloomberg, CBS MarketWatch, Financial Advisor, and Investment News. She was among the first
fundraising professionals to earn the distinguished ACFRE certification. In 2011, she was named by NonProfit Times as one
of their Power and Influence Top 50, an annual listing of the 50 most influential executives in the philanthropic sector.
Ms. Heisman is currently a member of the faculty at Leadership Philadelphia, as well as an adjunct faculty member the University
of Michigan's School of Social Work graduate program, and at the University of Pennsylvania's School of Social Policy and
Practice. She is also a regular lecturer for the Nonprofit Board Leadership Program at the University of Pennsylvania's Wharton
School. Ms. Heisman serves on the Advisory Board at New York University's George H. Heyman, Jr. Center for Philanthropy and
Fundraising, the Community Foundation of Singapore and the University of Michigan's School of Social Work. She is also a member
of the Board of Directors at the Arden Theater Company. Ms. Heisman has a bachelor's degree with honors in psychology from
Carnegie Mellon University and a master's degree in social work with a major in social program evaluation from the University
of Michigan. She is a member of the third Wharton Fellows Class at the University of Pennsylvania and completed the Executive
Program for Philanthropy Leaders at Stanford University's Graduate School of Business.
- Dirk Jungé: Member of the Board of Trustees -- Dirk Jungé is chairman and chief executive officer of Pitcairn, a recognized global leader
in the specialized multi-family office marketplace. He has been an innovator and leader in the family office for over 30 years.
A fourth generation member of the Pitcairn family, he has served in numerous capacities including investments, marketing and
client services. He was instrumental in re-establishing the firm as a multi-family office offering in 1987, and in 2008 led
Pitcairn's pioneering transition to a 100% open architecture investment platform. Mr. Jungé is a consultant, author and frequent
speaker at conferences and seminars on issues related to the financial services industry, family office, family governance
and succession planning. In 2006, he contributed a chapter for the Handbook of Family Business and Family Business Consultation:
A Global Perspective, which explores the role of the multi-family office in a changing global economy. His article, "From
family business conflict to family connectedness" appeared in the Autumn 2007 issue of Family Business Magazine. Widely recognized
for his involvement in social and community affairs, Mr. Jungé sits on a variety of philanthropic and corporate boards. Mr.
Jungé received a BS in Economics and Finance from Lehigh University and holds the designation of Chartered Financial Analyst.
- Joseph H. Kluger: Member of the Board of Trustees -- Joseph H. Kluger is a Principal of the arts consulting firm of WolfBrown and has 30 years
of experience as a nonprofit executive and consultant in strategic planning, financial analysis, collaborative alliances,
facilities development, fund raising, and leadership development for museums, theaters, performing arts centers, educational
institutions, opera companies, and symphony orchestras. Prior to his consulting career, Mr. Kluger worked in symphony orchestra
management, most recently as President of The Philadelphia Orchestra Association (1989-2005), where he helped develop the
Kimmel Center for the Performing Arts and raised over $130 million for endowment. He is also an internationally recognized
expert in the use of technology to accomplish strategic objectives in the arts and provides advice in this area to organizations
such as the League of American Orchestras and OPERA America and their members. Mr. Kluger currently serves on the Board of
Overseers of the Curtis Institute of Music, the Marian Anderson Award, and is Chair of Philadelphia Mayor Nutter's Culture
Advisory Council. He began his professional career at the New York Philharmonic, following receipt of a M.A. in Arts Administration
from N.Y.U. and a B.A. in Music from Trinity College in Hartford.
- Jay L. Lewis: Member of the Board of Trustees -- Jay Lewis co-founded Nathan & Lewis Securities Inc., where he acted as President and CEO
for nearly 20 years. Mr. Lewis then served as a Senior Vice President at MetLife after it acquired Nathan & Lewis. More recently,
he has served as a consultant and board member to nonprofit and for-profit organizations alike. Mr. Lewis is Chairman of the
Board for the DOME Project, a New York City charity that provides alternative choices for youth in troubled communities. He
is the founder and member of both the New York City chapter of the Financial Planning Association and the Mutual Fund Forum.
- Rosalyn McPherson: Member of the Board of Trustees -- Rosalyn McPherson is President and Founder of The ROZ Group, Inc., a company that provides
strategic marketing support, project management, and new product development. She has extensive expertise in business development,
product and program development, entrepreneurial ventures, marketing, and sales. Her diverse background spans several industries
to include publishing, education, science, entertainment, and cultural arts. Ms. McPherson is the former Senior Vice President
of The Franklin Institute Science Museum, during which time she chaired the Marketing Sub-Committee of the Science Museum
Exhibit Consortium, and generated attendance of almost a million visitors in a single year. As the former Senior Vice President
of Time Life Education, she chaired Time Warner's Education Task Force. She also served as the President and Founder of McPherson
Andrews Marketing, Inc. Ms. McPherson completed her undergraduate degree at Southern University and her graduate degree at
Fairleigh Dickinson University. She serves on the Board of Directors of The Forum of Executive Women and Girl Scouts of Southeastern
Pennsylvania, and is a member of the National Advisory Board for Models in Excellence.
- Cecilia Mendez Hodes: Member of the Board of Trustees -- Cecilia Mendez Hodes is a lawyer with more than 20 years of nonprofit volunteer experience,
serving in numerous leadership roles with institutions in her community. She currently serves as a trustee and a vice president
of the board of The Episcopal School in the City of New York, an independent school that is a leader in the field of early
childhood education. Her previous experience includes practicing corporate law in New York City at the law firm of Willkie
Farr & Gallagher and, later, as Counsel, USA Area, for The Royal Bank of Canada. Ms. Mendez Hodes graduated with General Honors
and Departmental Honors in English from Vassar College, where she was a Matthew Vassar Scholar and was elected to Phi Beta
Kappa. She holds a J.D. from Harvard Law School.
- Helen H. Miller: Member of the Board of Trustees -- Helen H. Miller, LCSW, is Chief Executive Officer of CancerCare, a national non-profit
organization that provides free, professional support services including counseling, education, financial assistance and practical
help to individuals and families facing cancer. Ms. Miller began her career as a clinical social worker in cancer-related
programs. She has extensive experience in directing a variety of cancer prevention and wellness programs for major cancer
centers including Memorial Sloan-Kettering and New York Presbyterian Hospital. She also has extensive experience in non-profit
executive management. Prior to becoming CEO of CancerCare in 2010, she served for five years as Executive Director of The
Bachmann-Strauss Dystonia & Parkinson Foundation. Ms. Miller holds a Master of Arts in Social Work from Columbia University.
She is a Licensed Clinical Social Worker in the State of New York, and is a member of the Academy of Certified Social Workers
and the National Association of Social Workers. Ms. Miller has also served on numerous boards of non-profits focusing on education,
historic preservation and health. She is currently a Member of the Board of Health Advocates for Older People in New York.
- Sharon Mueller: Member of the Board of Trustees -- Sharon Mueller, Vice Chair of the NPT Board of Trustees, is a former CPA with a master's
degree in taxation. After retiring from a career in financial management at Intel Corporation, Ms. Mueller founded a tax and
financial consulting practice that specializes in supporting start-up organizations. She has served many charities as a volunteer
and board member. Ms. Mueller served as the NPT Board Chair from 2001 to 2005, was named Chairperson Emeritus in 2005, and
rejoined the board in 2008. Ms. Mueller has also served on the board of the Dr. Robert C. and Veronica Atkins Foundation,
an NPT supporting organization, since its inception in 2003. Ms. Mueller resides in Portland, Oregon.
- June Noronha: Member of the Board of Trustees -- June Noronha is Strategic Officer at Bush Foundation, Minnesota, and serves as a member
of the Native Nations Team, which supports self-determination and nation building for 23 nations that share the same geography
as MN, ND and SD. In this position she works to support sovereignty and indigenous rights for native nations. Previously,
she was responsible for strategic direction and policies, and she designed and led the new strategic direction for the Foundation.
Before coming to Bush Foundation, she was Associate Dean for Multicultural Education at the University of St. Catherine, Minnesota,
responsible for policy planning and program development on diversity and international issues on campus. She served on that
faculty and on the faculty at the University of Minnesota and Macalester College in Minnesota. She has also held executive
positions in the St. Paul Public Schools, the Minneapolis City Coordinator's Office and the Newman Center at the University
of Minnesota. Ms. Noronha has held several regional and national leadership positions in the United States in the field of
international, indigenous and multicultural education including that of President of NAFSA - Association of International
Education, the leading association for international exchange based in the United States with 9000 members from 85 countries.
Her academic background is in French and Intercultural Communication. Her undergraduate work was at Macalester College, USA,
and Universite d'Aix in Avignon, France; her graduate work was at the University of Minnesota, and the McGregor School at
Antioch University, USA. She has also attended the Carlson School at the University of Minnesota and Graduate School of Business
at Stanford University for executive education.
- Clark D. Pitcairn: Member of the Board of Trustees -- Clark D. Pitcairn is a founder and the first President of National Philanthropic Trust.
He is currently a senior vice president at Pitcairn Trust Company. Mr. Pitcairn also serves on the board of directors for
Pitcairn Financial Group. Mr. Pitcairn served as President of the Glencairn Foundation for nine years. He is on the board
of directors for the Academy of the New Church and serves as chair of its development committee. He also owned and operated
Aquifer Dive Center in Jacksonville, Fla., for six years.
- Wayne R. Walker: Member of the Board of Trustees -- Wayne R. Walker is the Principal of Walker Nell Consultants, Inc. (WNC), a business consulting
firm. Mr. Walker focuses on responsible executive and operational officer roles, liquidations, trustee services, examiner
and receiver roles, interim operational assignments, environmental trustee roles and wind-downs. Prior to founding WNC, Mr.
Walker was a Principal at two separate consulting firms. He has also served as Senior Counsel at the DuPont Company in Wilmington,
Delaware. He currently serves on the Board of Directors of People for People, Inc., a multi-million dollar community non-profit
and it's Community Federal Credit Union. He previously served as chairman of the Board of Directors for Habitat for Humanity
International. Mr. Walker earned his J.D. from Catholic University and a Bachelor of Arts from Loyola University. Mr. Walker
is an attorney licensed by the State Bar of Georgia and is principal of Wayne Walker Law Offices, PC.
- National Philanthropic Trust Advisory Committee
- Lucy Bernholz, Ph.D.: Member of the Advisory Committee -- Lucy Bernholz, Ph.D. is the founder and president of Blueprint Research & Design, Inc.,
a strategy consulting firm that helps philanthropic individuals and institutions achieve their missions. Dr. Bernholz is the
publisher of Philanthropy2173, an award winning blog on the business of giving. She is currently the HAND Foundation Fellow
in Philanthropy at the New American Foundation and is a visiting scholar at the Stanford University Center on Philanthropy
and Civil Society. She serves on advisory boards to several national and international philanthropy research centers and is
a frequent keynote presenter, panelist, and media source on philanthropy and social innovation. Dr. Bernholz has a B.A. from
Yale University and an M.A. and Ph.D. from Stanford University.
- Shirley Eis: Member of the Advisory Committee -- Shirley Eis, Chair Emeritus of the NPT Board of Trustees, founded Software Corporation
of America in 1981, and as President and CEO has built it into a leading provider of wireless application software and communication
tools, spanning landline and wireless network technologies. In 1999, SCA was acquired by Motorola, and Ms. Eis became a Motorola
Vice President, assuming responsibility for other acquisitions, including Suncoast Scientific. Ms. Eis has over 25 years of
diverse experience in telecommunications, information technology, management and sales and has held various technical and
management positions for AT&T, General Foods, and Scudder Steven and Clark. She is a past board member of the Wireless Data
Forum and currently sits on the board of Spot-On Networks, a Wi-Fi service provider. She holds a B.A. in mathematics from
Marymount College.
- C. Wolcott Henry: Member of the Advisory Committee -- C. Wolcott Henry, a former chairman of the National Philanthropic Trust, is also president
and director of the Curtis and Edith Munson Foundation and the Henry Foundation, two private foundations which support natural
resource conservation. Henry serves on the board of the World Wildlife Fund, and on the advisory boards of the American Fisheries
Society, National Fish and Wildlife Foundation, Kellogg Graduate School of Management at Northwestern University and Kellogg
Environmental Research Center. He is a graduate of Denison University with an M.M. from Kellogg Graduate School of Management.
- Steven A. Kantor: Member of the Advisory Committee -- Steven A. Kantor is Executive Vice President of Benefits Data Trust (BDT), an organization
that assists poor seniors in the United States enroll and receive prescription drug benefits. Prior to joining BDT, Steve
was Director of Market Development for SMART, LLP, a full service business consulting and accounting firm, serving clients
throughout the US and globally. Prior to joining SMART, he served as Business Development Manager and later became the Managing
Director of the Philadelphia office of Jefferson Wells. He was the founding member of The Philadelphia Board for Corporate
Governance, and he serves on the board of advisors of the George and Lois Krall Center for Corporate and Executive Education
at The LeBow College of Business at Drexel University. Steve is a graduate of Rutgers University with a B.S. degree in Business
Administration and a concentration in marketing.
- Stephan R. Leimberg, J.D.: Member of the Advisory Committee -- Stephan R. Leimberg, J.D., is CEO of Leimberg Information Services, Inc., an email and
database service, providing information and commentary on tax cases, rulings, and legislation for financial services professionals,
and CEO of Leimberg and LeClair, Inc., an estate and financial planning software company. Named a distinguished Accredited
Estate Planner by the National Association of Estate Planners and Councils, Mr. Leimberg is co-author of Tax Planning with
Life Insurance and creator and lead author of a 12-book series that includes Tools and Techniques of Estate Planning and Tools
and Techniques of Life Insurance Planning. He holds a B.A. from Temple University and a J.D. from Temple University School
of Law.
- Stephen J. McCarthy: Member of the Advisory Committee -- Stephen J. McCarthy is senior vice president of KCG Capital Advisors, an asset management/foundation
administration venture that he co-founded in 1994. He has more than 35 years of diversified experience in the financial services
and foundation management sectors, including his work with Paine Webber Group, Security Pacific Corporation, Deloitte Haskins
& Sells, CitiBank, and others. In the philanthropic arena, McCarthy has been involved with the Council on Foundations, the
Association of Small Foundations, the New York Society of Security Analysts, the National Center for Family Philanthropy,
and the Support Center for Nonprofit Management. He is a graduate of Wesleyan University, and received an M.B.A. from the
Stern Graduate School of Business at New York University.
- Stephen C. Nill, J.D.: Member of the Advisory Committee -- Stephen C. Nill, J.D. is the founder and CEO of CharityChannel, an on-line community that
has grown to include more than 100,000 nonprofit professionals from every continent of the world. Mr. Nill's law practice
clients include many of the largest nonprofit institutions in the United States, and his charitable planned giving clients
range from the top 50 wealthiest families in the world. In addition to his law practice and consulting activities, Mr. Nill
has served as Vice President of Development in a West Coast nonprofit hospital chain, Chief Executive Officer and General
Counsel of one of the fastest growing health care foundations in the United States, and as Chief Development Officer of a
major West Coast university. He has raised more than $100 million for charity, and has created and administered programs that
have produced nearly $1 billion in charitable contributions.
- Patricia Patrizi: Member of the Advisory Committee -- Patricia Patrizi, Principal, Patrizi Associates, is a consultant working with a broad
range of nonprofit organizations and philanthropies in the areas of evaluation, strategic planning, and organizational learning.
She directed the Practice Matters project, and chairs the Evaluation Roundtable, a group of evaluation and program executives
at the nation's largest foundations dedicated to improving evaluation practices across philanthropy. Previously, she served
as Director of Evaluation at the Pew Charitable Trusts, and conducted health services research as a senior analyst at the
Leonard Davis Institute of Health Economics of the University of Pennsylvania and was a member of the faculty. Ms. Patrizi
holds degrees from Bryn Mawr College and the University of Pennsylvania. She is a research fellow at Harvard University.
- Renata J. Rafferty: Member of the Advisory Committee -- Renata J. Rafferty is a philanthropic advisor and the founder and president of Rafferty
Consulting Group. For more than two decades, she has assisted individuals, families, and foundations in defining and maintaining
a clear focus in their philanthropic activities. Her firm also provides comprehensive consulting, training, and facilitation
services for nonprofit and public agencies operating in areas that include education, the arts, health and community, and
social services. Ms. Rafferty holds a B.A. from Loyola University, an M.A. from Tufts University, and is a former Fulbright
Scholar with Jagiellonian University in Krakow, Poland.
- Nadya K. Shmavonian: Member of the Advisory Committee -- Nadya K. Shmavonian is the President of Public/Private Ventures (P/PV), a national nonprofit
that works to improve the lives of children, youth and families in high poverty communities through program design, research
and evaluation, and replication and assistance on the ground. Prior to joining P/PV, she worked as an independent consultant,
providing strategic counsel to private foundations and to local, national and international nonprofit organizations. Ms. Shmavonian
currently serves on the Surdna Foundation Board, the Board of the Center for Effective Philanthropy, and the Board of The
Alliance for A Green Revolution in Africa (a joint partnership of the Rockefeller and Bill and Melinda Gates foundations).
Ms. Shmavonian holds a B.A. from the University of Chicago and an M.B.A. in healthcare management from the Wharton School
of the University of Pennsylvania.
- John F. White, Jr.: Member of the Advisory Committee -- John F. White, Jr. is President and CEO of The Consortium, a Community Mental Health/Mental
Retardation Center in West Philadelphia. In this role, he advocates for the health and well being of the consumers in the
West Philadelphia Community. Mr. White served as a member of Pennsylvania's House of Representatives and during his five-year
term, he sponsored several key pieces of legislation tackling a range of public policy concerns. As a member of Philadelphia's
City Council, he served as Chairman of Council's Health and Human Services Committee. Mr. White formerly served as Pennsylvania's
Secretary of the Department of Public Welfare - the Commonwealth's largest State agency. He also completed a four-year term
as the Executive Director of the Philadelphia Housing Authority (PHA). Mr. White attended West Chester University and the
John F. Kennedy School of Government for Senior Executives.
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