If you would like to be listed as a member on the BPART website, please fill out this very short survey form and send a 2-3 sentence description of your professional services and background https://communications.nutter.com/27/184/landing-pages/rsvp-blank.asp.
Katherine Abbott, Boston Harbor Now
Kathy Abbott, President and CEO of Boston Harbor Now, is an experienced executive and entrepreneur in government and non-profits. She has consistently championed the economic and social contributions of our environment.
Maggie Alexander, The Philanthropic Initiative
Maggi Alexander directs TPI’s Center for Global Philanthropy, and helps family, corporate, and private foundations develop and implement effective international giving strategies. She is also a member of the Steering Committee for New England International Donors (NEID). An entrepreneurial leader, Maggie has spent over 25 years focused on improving the quality of life for low-income children, families, and communities in the United States and over 30 countries worldwide.
Alicia's experience includes 20 years as a senior director in the development, strategic planning, implementation and management of social enterprises and non-profits. As senior program manager of a global philanthropic group, she designed, developed and launched an international sustainable business training program for post-college interns from underserved countries.
Thomas Bentley, The Boston Foundation
Thomas Bentley is a leadership giving development officer at the Boston Foundation. He holds a master of science in nonprofit management from Wheelock College and is studying to become a Chartered Adviser in Philanthropy. Prior to joining the Boston Foundation, Thomas spent 8 years at Big Brothers Big Sisters of Mass Bay.
Jocelyn Bishop, Jocelyn Bishop Consulting
Anne Marie Boursiquot
Darcy Brownell, Social Venture Partners Boston
Darcy Brownell is the Executive Director of Social Venture Partners (SVP) Boston. SVP Boston is part of a global network in over 40 cities which enables individuals and companies (“Partners”) to realize greater impact with their giving, strengthen nonprofits, and invest in collaborative solutions — building powerful relationships to address our community’s social challenges.
Ina Breuer, New England International Donors
Ina Breuer is Executive Director of New England International Donors, which is a learning hub for a community of individuals, grantmakers, family foundations, social innovatorss, and advisors who give internationally and seek to enhance the quality and quantity of international philanthropy originating in New England. Through strategic networking, educational opportunities and information sharing NEID aims to spark donor action and collaboration.
Aimee Fukuchi Bryant, Nutter McClennen & Fish LLP
Aimee Fukuchi Bryant is an attorney in the Private Client Department and the Nonprofit and Social Impact practice group at Nutter. Her practice includes sophisticated estate planning; advising fiduciaries, trustees, and family members on all aspects of probate, estate, and trust administration; preparing federal and state estate tax returns; and the appointment of guardians and conservators for incapacitated individuals. She also counsels donors on charitable giving and private foundations regarding general operations, grantmaking, and tax compliance. Aimee is a member of the BPART Steering Committee.
Catherine Bryant, Philanthropy Resources
Catherine is the principal at Philanthropy Resources, which supports the mission and goals of small foundations with limited staffing resources, or no staff, by providing customized, outsourced foundation management and grantmaking services. She has served on the BPART Steering Committee.
Maggie Burns, St. Francis House
Maggie is the Vice President of Philanthropy and External Affairs. She joined St. Francis House in November of 2012 and oversees all private fundraising efforts and their marketing and communications program. She has held fundraising and business development positions at a variety of Boston non-profits for the past 20 years. In addition to St. Francis House, Maggie has held management roles at the United Way, Better Business Bureau and Women Unlimited.
Jamie Bush, Bush and Company
Barry Chait, Marcum LLP
Adria has 15+ years’ experience in the fields of social innovation and enterprise, international issues, and nonprofit management and fundraising. She is on the Board of United Planet, formerly worked at New Profit and MASS Design Group, and attended The Fletcher School at Tufts University and The University of Colorado-Boulder.
Jai Chanda, State Street Global Advisors
Jai is a Managing Director of State Street Global Advisors and Head of the firm's Charitable Asset Management & Fiduciary Advisory Services, a division of State Street that invests and administers over $3B planned giving assets. Prior to joining SSGA, he spent 20 years at Fidelity Investments in various institutional sales and relationship management roles.
Lisa A. Cohen, Capital Motion
Lisa Cohen is the CEO of Capital Motion. Capital Motion helps clients increase their impact through engagements that develop, grow, and manage multichannel sources of sustainable revenue to support mission delivery over time and that meet a range of Executive and Board needs, including strategic planning and capacity building; and by assisting in the deployment of program and mission-related investments to align them with philanthropic goals.
Erin Cooper, Cambridge Trust Co.
Erin Cooper is a Vice President and Client Advisor for Cambridge Trust Wealth Management assisting clients with both investment and trust management needs. She also is active in the community with organizations such as The Philanthropy Connection, Boston Estate Planning Council and Essex County Estate Planning Council. Erin is the founder of Kid Kindness, an organization focused on getting our youngest ones involved in philanthropy.
Julia Satti Cosentino, Nutter, McClennen & Fish LLP
Julia is a partner in the Private Client Department and co-chair of the Nonprofit and Social Impact practice group. She focuses on counseling both public charities and private foundations on organizational structure and operation, including fundraising, grant making, tax compliance and reporting and strategic planning. Julia advises philanthropists on all aspects of charitable giving, and serves as trustee or director of a number of private trusts and family foundations.
William J. Cox, Cox Capital Management LLC
Our intense, process-based strategy combines cutting edge portfolio optimization and risk management techniques with traditional fundamental analysis. This unique process captures the best of both worlds – leveraging technology and big data while at the same time including a human element to our research. We meet most of the companies that we invest in, allowing us to personally assess their character and their business plan. Our goal is to build a portfolio of diverse and complementary businesses that is positioned to grow over time and where the risks have been systematically mitigated. Through this process we continue to help many foundations and nonprofits carry out their missions and do good in the world.
Susan Dickason, United Way of MA Bay & Merrimack Valley
Susan is a front-line fundraiser at United Way, raising funds to support our mission to unite to create positive, lasting change for people in need. She has a fundraising background in major, annual & corporate giving, events, and volunteer management among other areas. She has a juris doctorate and is currently pursuing a Certificate in non-profit management.
Nancy Downer, Dana-Farber Cancer Institute
Nancy Downer serves as Assistant Vice President of Principal & Major Gifts at Dana-Farber and oversees a team responsible for raising $10M+ annually. She has over 15 years experience in development in academic medical centers.
Justin Ellis, The Greater Boston Food Bank
Justin serves as major gifts manager.
Susan has been an award winning passionate leader in the fields of conscious leadership, business expansion , education and wellbeing. Susan and her team have been awarded $44M in innovative capital funds to grow social enterprises internationally .
Robert Fogarty, Compass Capital Corporation
Jamie Forbes, Forbes Legacy Advisors
Jamie helps families use their financial assets to support and sustain both the collective family and the individuals. He specializes in philanthropy, family meeting facilitation and planning transitions with shared family real estate.
Rita Fuerst Adams, Charitable and Philanthropic Management Counsel
Rita Fuerst Adams transforms philanthropic organizations into professionally run, better funded, effective organizations. For thirty years she has worked with new, emerging, and growing philanthropic organizations in education, youth, arts, community and economic development, health care, international relations, professional and civic affairs, and social change.
James Grace, Arts and Business Council of Greater Boston
Jim Grace is the Executive Director of the Arts & Business Council of Greater Boston. Jim has experience working with non profits related to legal issues, non profit planning and formation, board development and training and mergers. Jim serves on the board of Associated Grant Makers. He has served on the board of Private Sector Council of Americans for the Arts and is a founding board member of the Arts Services Coalition and a former founding board member of the Fort Point Cultural Coalition.
Ellen E. Farwell, Dana-Farber Cancer Institute
Ellen is an Assistant General Counsel at Dana-Farber where she spends a portion of her time advising on gift planning and other development matters. Before joining Dana-Farber she was in the Tax Department at Nutter, McClennen & Fish and advised educational, healthcare and other nonprofit organizations on a broad range of issues related to their tax-exempt status.
Kimberly A. Furnald, Penn Mutual
Kim has been involved with the financial services industry for over 30 years and currently works for Penn Mutual, focusing on creative estate planning and privately held business insurance based solutions, including creating charitable endowments. She is active in non-profits including the Girl Scouts of Eastern Mass and the Party in the Park, Justine Lee Miff Fund, a major endowment to restore and maintain the 1100 acres of public land in the Emerald Necklace park system. I focus on creating tailored insurance based solutions for the estate planning needs of individuals and private business owners. With over 30 years in the financial services industry, I enjoy bringing a blend of institutional investment sales perspective to understanding the needs and nuisances of insurance based options, including utilizing the cash value of permanent insurance products for retirement income, charitable contributions as well as preserving special properties for future generations.
Charles Glassenberg, Combined Jewish Philanthropies of Greater Boston
Charles is Director, Gift Planning and Investment Partnerships, at CJP, Boston’s Jewish federation. Charlie’s work focuses on integrating planned giving into all aspects of CJP’s development program and growing CJP’s successful Donor Advised Fund program. He also assists CJP’s partners in the Jewish community with gift planning and endowment management strategies, and serves as liaison for CJP’s Jewish Community Endowment Pool, LLP (JCEP).
Charles Gordy, Harvard University Law School
Charles serves as Director of Planned Giving.
James Grace, Arts & Business Council of Greater Boston
Jim Grace is the Executive Director of the Arts & Business Council of Greater Boston. Jim has experience working with non profits related to legal issues, non profit planning and formation, board development and training and mergers. Jim was an adjunct professor for Boston University’s Masters in Arts Administration Program for over five years where he co-taught a course on Legal Issues in Arts Administration. Jim serves on the board of Associated Grant Makers. He has served on the board of Private Sector Council of Americans for the Arts and is a founding board member of the Arts Services Coalition and a former founding board member of the Fort Point Cultural Coalition.
Christen Graham, GivingStrong
Giving Strong is a social impact consulting firm. We guide our clients from whatever point they're at in the social impact life cycle, from strategic planning to implementation, with specialties in communications, philanthropic giving and impact investing.
Claudia Haydon, St. Francis House
Claudia has contributed to the Boston-area non-profit sector for more than 20 years, first in funding/grantmaking and then as a front-lines fundraiser. She currently works in major gifts at St. Francis House, where she serves as Senior Development Officer.
Heidi Heinlein, The Art of Giving
The Art of Giving helps individuals, foundations and companies maximize the impact of their giving.
Michelle Herd, TFC Financial Management, Inc.
Michelle is a Senior Client Advisor with TFC Financial (an independent, employee owned, fee-only wealth management firm based in Boston). As a Certified Financial Planner (CFP®), Michelle works closely with clients on their investment and financial planning needs, including charitable planning and giving. She is a member of The Philanthropy Connection and is interested in getting more connected with the Boston giving community for herself and her clients.
Susan Hunnewell, Ridgeway Advisors
Rachel Jellinek, Reflection Films
Reflection Films (r-films.com) does video storytelling and content creation for mission-driven organizations. We typically produce marketing, fundraising and training videos. We do filming and animation. We are based in the Boston area but we also have crew in NY and DC and can film in other locations due to our network.
Amy Kant, AEK Consulting
Amy Kant, Principal, AEK Consulting, provides custom, capacity building services to non profits, associations, foundations and philanthropists. Established organizations often need tools to navigate sustainability and growth. Social impact organizations often need tools to align growth and management practice. Foundations and philanthropists frequently seek to focus aspirations and maximize investments. Engagements begin
with discovery to delineate goals and a work plan.
Sue Kazanas, Zevin Asset Management, LLC
Susan is Director of Communications at Zevin Asset Management, LLC. Zevin is a Boston-based sustainable and responsible investment manager. Zevin works with its clients to align their mission and investment goals to help maximize their impact. Susan is passionate about advancing women in the workplace and serves on the leadership committee of Ellevate Boston.
Christine Kendall, SmarterGive
Christine Kendall is the Founding Partner of SmarterGive where she provides strategic advice on high-impact philanthropy and impact evaluation to individuals, families and businesses. At SmarterGive, she helps donors to be more effective grantmakers and ultimately to drive greater impact on the lives of others. She has spent her career at the crossroads of the private and social sectors developing expertise in both fields.
Laura Kunkemueller, The Boston Company Asset Management
Laura is The Boston Company’s ESG (environmental, social and governance) Officer and part of the firm’s Global Research team. Before joining The Boston Company, Laura was an investment consultant at Mercer Investments/Evaluation Associates, specializing in not-for-profit clients.
Deborah Leipziger, Senior Fellow, Lewis Institute, Babson
Deborah is an author, professor and advisor in the fields of socially responsible investment, corporate responsibility (CR) and sustainability. She advises companies, governments and UN agencies on CR and sustainability issues. She had advised leading multinational companies on strategic and supply issues as well.
Benyamin Lichtenstein, UMass Boston
Sharon I. Lewis, Bernstein Private Wealth Management
Sharon provides asset allocation and wealth planning to high-net-worth families, corporate executives, endowments and foundations. She is an active supporter of Rosie's Place and the Make-A-Wish Foundation and participate in the Boston Estate Planning Council. She serves on the board of the Harvard Business School Women's Association.
John A. McBrine, Nutter McClennen & Fish LLP
John is a partner in Nutter's Private Client Department and a member of the Nonprofit and Social Impact practice group. His practice focuses on helping individuals and families achieve their estate and charitable planning goals. John serves as a trustee and counsels fiduciaries in all aspects of estate and trust administration. He also regularly advises private foundations and public charities on a variety of matters.
Susan J. McCarthy, CPA, MST, CSEP
Susan J. McCarthy works closely with her clients to help close the gap between setting their goals and accomplishing them through collaboration, advocacy and education as their CPA, Consultant, Estate Planner and Advocate. She works with a variety of clients including small businesses, nonprofit organizations, elders and individuals. She has over 30 years’ experience and is licensed as a Certified Public Accountant (CPA) in MA, have a Bachelor’s degree in Accounting, a Master’s degree in Taxation (MST) and an estate planning certification (CSEP).
George McCully, Catalogue for Philanthropy
A 35-year veteran in all aspects of professional philanthropy. Created the MA Catalogue for Philanthropy and the MA Philanthropic Directory. In 2016 the Directory system received the first U.S. Patent for the field of philanthropy.
Andrea McGrath, amplified impact
Andrea E McGrath is a consultative leader and strategist who has worked with a broad diversity of mission-driven leaders and organizations (including startups, nonprofits, social enterprises, advisories, field builders and universities) the past decade. She has a blended background in finance and social impact and deep experience applying expertise in strategy, program management, operations and community building for improved results. Andrea is the founder of amplified impact, a strategic advisory and research firm.
Nicole McLaughlin, Plummer Youth Promise
Nicole McLaughlin has been with Plummer Youth Promise for 15 years, first as a board member and later joining the staff. As Director of Strategy and Advancement, Nicole helps implement the organization's strategic direction while overseeing all fundraising and communications. Prior to joining Plummer, Nicole practiced law, specializing in nonprofit tax and campaign finance.
Melissa Sampson McMorrow, Nutter McClennen & Fish LLP
Melissa specializes in advising public charities, family and corporate foundations, and other nonprofit organizations on a multitude of matters, including obtaining and maintaining federal and local tax exemptions, accepting charitable gifts, developing strategic giving plans, planning and executing reorganizations, developing compensation plans, implementing and maintaining good governance practices, structuring new ventures, and managing advocacy activities. She also regularly advises individual donors in developing and optimizing their charitable giving goals. Melissa is the Co-Chair of Nutter McClennen & Fish LLP’s Nonprofit and Social Impact Group, the Chair of Nutter’s Tax Department, and the Co-Chair of the Boston Bar Association's Chapter 180 Nonprofit Corporation Working Group, which is working to modernize Massachusetts’ nonprofit corporation statute.
Ann McQueen, McQueen Philanthropic
McQueen Philanthropic supports the arts sector by working with foundations and nonprofits to maximize the impact of philanthropic dollars. Ann McQueen, principal, has over twenty years experience in philanthropy and a strong track record of making strategic investments, designing programs and managing complex planning efforts to affect real, measurable change.
Steve Mark, Fidelity Charitable
Steve is Vice President, Business Development/Relationship Management at Fidelity Charitable. Fidelity Charitable is an independent public charity that has helped donors support more
than 200,000 nonprofit organizations with over $22billion in grants. The mission of the organization is to further the American tradition of philanthropy by providing programs that make
charitable giving simple and effective.
Jule Meyer, CFRE, MSW-Jule brings almost forty years of working with non-profits as a fundraiser and grant maker. From 2011-2016 Jule served on the organizing committee of Boston Philanthropic Advisors' Roundtable. During that same time period, Jule served on the Membership committee of "Womenade" a Boston women's giving circle that supports Boston area nonprofits building female leadership. In early 2017 Jule assumed leadership of the development committee of one our country’s first women’s foundations, the Boston Women’s Fund.
Debra Moniz, Cedar Tree Foundation
Debra Moniz is the Director of Administration and Finance for the Cedar Tree Foundation. In this role, she oversees the Foundation's investment portfolio (including its alignment with mission), operational finances and overall organizational administration. She also directs the David H. Smith Fellowship program which provides two years of post doctoral support to outstanding early career conservation scientists.
Mary C. Moran, The Boston Foundation
Mary is the Director of Estate and Gift Planning for the Boston Foundation. The Boston Foundation’s Permanent Fund for Boston is an endowment of over $300 million and distributes approximately $16 million annually in discretionary grants. Mary primarily works with donors in planned gifts to benefit the Permanent Fund. She also works with donors in establishing planned gifts to benefit designated funds, field of interest funds and donor advised funds.
Jennifer Christian Murtie, Pathstone Federal Street
A Partner of the firm and member of the Executive Committee, Jen Murtie has leadership responsibility for corporate matters, business practices, financial performance, strategic planning and business development. She serves on the firm’s Risk Committee and Impact Investing Committee. Passionate about philanthropy, she serves on the Professional Advisors Committee of The Boston Foundation, the Board of World Hope International and the Wealth Advisory Council of Charities Aid Foundation America.
Susan Musinsky, Social Innovation Forum
Susan serves as executive director of the Social Innovation Forum where she works to facilitate collaboration among leaders from nonprofits, philanthropy, government, and business to make progress on pressing social issues in Greater Boston. Under Susan’s leadership, the Social Innovation Forum has grown from a small volunteer initiative at Root Cause to a respected independent model for directing resources for solving social problems to the best available approaches. SIF leads this work through running an accelerator focused on supporting social sector leaders.
Deborah Dillon Pearce, Scleroderma Foundation
Deborah serves as the Chief Operating Officer of the Scleroderma Foundation. The Scleroderma Foundation is a federally qualified charity with national headquarters in Greater Boston. We have 20 active chapters across the country and 160 support groups. Our mission is to provide support, education and research for the Scleroderma community.
Shellie Kurek Peters, Wilmington Trust, N.A.
Shellie is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners throughout the Washington, D.C. region. Her areas of expertise include estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning, and philanthropic planning.
Previously distinguished in Syracuse, NY with the 40 under 40 Award, Shellie has served on many non-profit boards. She was also a Founding Board Member for the Pittsford, NY Chamber of Commerce and co-founded the Boston Philanthropic Advisors Roundtable (BPART).
Larry Phillips, Ellis L. Phillips Foundation
Larry is President of The Ellis L Phillips Foundation, an 80 year old foundation that has its offices in New York City, Ithaca, NY, Lyme, NH, and Boston, MA. By diversifying the board and nurturing the entrepreneurial spirit, the Foundation has continued to initiate successful programs, most notably its creation of The Catalogue for Philanthropy, a vehicle funded by philanthropic organizations to promote and increase philanthropic activity by individuals. The spiritual beacon of the Foundation remains the simple question posed by Kathryn Phillips: "What needs to be done?"
Mary Phillips, GMA Foundations
Mary Phillips is a founding principal and President of GMA Foundations, where she has worked with foundations for over thirty-five years. She leads the firm’s consulting practice and serves as philanthropic advisor to foundations, families, and individuals. Mary has presented, facilitated, and written for the Council on Foundations, Exponent Philanthropy and the National Center for Family Philanthropy among other local and national philanthropic associations and donor service organizations.
Leslie Pine, The Philanthropic Initiative
Leslie is Managing Partner of The Philanthropic Initiative. Founded in 1989, TPI provides philanthropic consulting and program management services to funders and corporations throughout the US and beyond. Leslie has been the principal architect of TPI's creative approach to program design and strategy, helping clients develop new and more effective approaches to the issues that concern them.
John Przybylski, Pathstone Federal Street.
John serves as Director of Financial Planning at Pathstone Federal Street, a fee-only wealth management firm with 7 offices nationwide. In this role, he provides clients with holistic planning services which includes working with their outside advisors to address income tax, estate, philanthropic and planning issues.
Renee Quinn, Foundation for MetroWest
Renee is a Senior Philanthropy Officer with the Foundation for MetroWest. Through the Foundation’s highly leveraged giving program, Youth in Philanthropy, Renee specializes in the engagement and cultivation of donors who are invested in the next generation of youth philanthropists and civic leaders. She also serves as a Financial Analysis and Research Fellow for SheGives, an early stage private foundation that is pioneering a new model of giving for women in Boston.
Elizabeth Rogers, Coastal Enterprises, Inc.
Elizabeth Rogers is Senior Vice President, Marketing & Communications at Coastal Enterprises, a community development finance institution investing in communities in Maine and throughout the
US. Liz's role includes management of CEI's Investment note product. Previously, she was Vice President at OHA, a national healthcare organization.
Ralph Rotman, Ralph Rotman
Ralph has been in the life insurance business since 1978. He created the Atlantic Benefit Group with three other associates in 1984 to serve the needs of corporate and high net worth clients. Ralph is a recognized leader in the insurance and estate planning field and is the Past President of the Essex County and Boston Estate Planning Councils.
Cindy Rowe, Rowe Resources
Cindy has worked for over fifteen years with over 50 non-profit organizations and their board memers to help them maximize their resources in the areas of fundraising, special event and conference planing, board management, and legislative advocacy. Prior to launching her consulting proctice, she managed a statewide poltical campaign and worked for the MA Administration and Legislature in public policy and community affairs.
Judith Salerno, Foundation for MetroWest
Susanne Salerno, Silver Bridge
Susanne Salerno is responsible for managing some of the firm’s largest foundation relationships. In this role, Ms. Salerno delivers foundation and not-for-profit administration services, oversees a complex grants management system, provides board development and education for trustees and participates in planned giving activities for Silver Bridge clients across the country. Susanne has fifteen years of experience leading and managing various activities for not-for-profit institutions and philanthropic entities including WGBH, Fidelity Charitable and the Dana Farber Cancer Institute.
Sandra Saner, US Trust
Sandra serves as Managing Director.
Matthew Santangelo, Northern Trust Boston
Susan is the founder and former CEO of career Collaborative. Her expertise is workforce development, especially with regard to employment retention programs.
Patricia M. Schneider, CFA, Middleton & Company, Inc.
Patricia M. Schneider is responsible for managing the investment needs of individuals, families, and charitable organizations,developing customized investment strategies to meet specific client needs. She has more than 15 years of experience working with clients and their advisors. She has a particular interest in helping further develop Middleton's efforts in the area of Sustainable and Responsible Investing.
Anja Shafer, Accion
Anja serves as Deputy Chief Development Officer. Financial inclusion and development professional with over 16 years of experience in securing and managing resources for programs worldwide. Deep knowledge and commitment to providing economic opportunities to the poor.
Carolyn Shaughnessy, Social Innovation Forum
Carolyn Shaughnessy is Senior Manager at the Social Innovation Forum. The focus of her work is to build a community made up of philanthropists, volunteers, and engaged members of the Greater Boston business community who support the growth of the Social Innovation Forum and their portfolio of non-profit organizations. They do this through strategic philanthropy which includes opportunities for deep engagement with Greater Boston's most effective non-profits.
Ellen Meyer Shorb, Blue Sage Partners
Ellen Meyer Shorb is the principal of Blue Sage Partners, a strategy consulting practice specializing in team-building. We work with nonprofit senior teams and boards that are complicated or stuck to name the issues, harness brilliant ideas, and leverage competing interests to build a high functioning team.
Callie Slocum, Hemenway & Barnes LLP
Callie Gates Slocum works with individuals, families, charitable trusts and foundations to provide a range of philanthropic and client services. She advises or manages a number of New England-based family foundations that support nonprofits working in education, youth development, workforce development, human services and the arts.
Neil Smith, SmithOBrien
Advisor to asset managers to better inform their due diligence selection process, including defining clear and measurable success criteria and the probability of achieving it. And then assessing whether the social and environmental impacts (positive and negative) of a potential investment, at a minimum, are real, sustainable and at the core of how the business operates.
Ann E. Sternlicht, Northern Trust
Kevin has an extensive executive career representing several nationally know premier high net worth institutions. He now serves as a Personal and Charitable Trust Advisor. As a named Individual Trustee, his role is to collaborate with bank fiduciaries on specific account relationships where the governing document requires a co-trustee.
Andy Thompson, Excellence in Giving, LLC
Andy is the regional philanthropy advisor for Excellence in Giving, LLC which is a full service philanthropic advisory firm. The firm provides guidance and expertise to clients who have wealth and want to be more strategic and impactful with their giving. Andy has 25 years of experience and has held leadership positions in development offices at nonprofit organizations, independent schools, and colleges and universities.
Michael Underhill, Associated Grant Makers
Michael is the Programs and Services Manager with Associated GANrt Makers (AGM). Michael serves as the lead manager on the Nonprofit Partners Program and assists with implementation of Member Programs and Services. Michael has been with AGM since 2013.
David Vaughn, North Bridge Advisory Group
North Bridge Advisory Group works with high net worth individuals and families on the non-financial challenges and opportunities that arise with significant wealth. We counsel parents, individuals, and extended families as they strive to balance the intergenerational complexities associated with family money.
Lauren Vincent, SquashBusters
Lauren serves as Manager of Foundation Relations, Communications and Events.
Stephen Vondrak, Private Client Resources
Stephen is a Senior Director at Private Client Resources (PCR) and works directly with family offices, RIA firms and private banks and trust companies to provide custom reporting and aggregation services to HNW clients. Stephen co-founded the Boston Philanthropic Advisors Roundtable (BPART) and prior to joining PCR in 2011, worked directly with over 100 private family foundations regarding organized philanthropy and foundation administration.
Kathleen Wallace, RINET Company, LLC
Kathleen, Managing Director of RINET, provides integrated financial, investment, estate and tax planning services to individuals and families of wealth who value objective advice and personalized service.
Alane H. Wallis, Nutter McClennen & Fish LLP
Alane is Charitable Foundations Manager at Nutter and provides services to private and family foundations. Alane has over thirty years of experience in philanthropy and can assist in every phase of the development and administration of private and family foundations.
Nancy Weissman, Law Offices of Nancy Weissman
The firm provides attentive counsel to individual and institutional clients regarding estate administration, wills, trusts and real estate. Attorney Weissman is a graduate of Brown and Yale, and is slowly completing course work in archaeology and human evolution.
Kim White-Sawczynec, The Base
Kim serves as Director of Institutional Giving.
Jean S. Whitney, Ropes & Gray LLP
Jean is Philanthropic Advisor in the Provate Clients Group and Charitable Foundations Practice at Ropes & Gray. She works with families, charitable trusts and private foundations to implement best practices in charitable giving. She served as Exe3cutive Director of the Carl and Ruth Shapiro Family Foundation for over a decade.
Jodi A. Wolin, Boston Harbor Now
Jodi Wolin is a seasoned fundraiser with over 23 years of experience in the nonprofit sector. Jodi has been part of the senior leadership teams for the Boston Children’s Chorus, the Children’s Trust Fund, and Casa Myrna Vazquez. She serves as Vice President of Institutional Advancement and oversees all private fundraising efforts as well as communications and programming for the organization. Jodi serves as a guest lecturer at several Boston colleges, serves on the Women’s Network Advisory Board for the Boston Chamber of Commerce, the Development Committee for Strong Women Strong Girls, and does pro-bono work for several other local nonprofits.
Soo Sheung Woo, Harvard Graduate School of Education
Christine Zachai, Forward Philanthropy
With over a decade of philanthropic leadership and strategic grantmaking experience, Zachai works with philanthropists to articulate their visions, and implements plans to achieve them. Zachai supports families and foundations in not only crafting their philanthropic goals, but also developing the internal foundation management systems necessary to achieve them. Zachai enjoys working with multi-generational families to support Millennials and GenX’ers in finding their voice and bringing them to the board table.
Monday, March 12, 2018 3:00 p.m. to 4:30 p.m.
Takeaways from the Tax Cuts and Jobs Act
Elizabeth M. Norman and Andrew M. Golden, Nutter McClennen & Fish
hosted by Nutter
155 Seaport Blvd., Boston
Monday, April 30, 2018
3:00 p.m. to 4:30 p.m.
Beth Kramer, Harvard Graduate School of Design, and Michael Voligny, Harvard Chan School of Public Health
location: The United Way, 51 Sleep Street, Boston