Advisory groups

In addition to our formal Board of Directors, the National Center for Family Philanthropy also relies upon the guidance and perspectives of a variety of advisory groups, including our Issues Advisory Committee, which meets several times by conference call to discuss new trends, techniques, challenges, and opportunities in family philanthropy.  Additional advisory groups have included the 2014 National Forum Advisory Committee, the Trends in Family Philanthropy Advisory Committee, and the CEO Initiative Advisory Committee. See below for details of these committees.

2019 National Forum on Family Philanthropy Advisory Committees

The 2019 National Forum on Family Philanthropy will be held October 16-18 in Chicago, Illinois. In the hopes of offering its most successful event ever, NCFP has convened three advisory groups to help plan, market, and host various activities at the Forum.

National Forum Advisory Committee

The National Forum Advisory Committee is comprised of prominent and well-respected leaders in the field, including donors, family foundation board members, and CEOs who have practiced and/or supported the advancement of effective and ethical family philanthropy. 

The 2019 National Forum Advisory Committee is co-chaired by Doug Bitonti Stewart of the Max and Marjorie Fisher Foundation and A. Sparks of the Masto Foundation. Additional Planning Committee members include:

  • Julie Berrey, Director, John and Wauna Harman Foundation
  • Barrett Coker Krise, Senior Philanthropic Officer, Community Foundation for Greater Atlanta
  • David Daniels, Chief Operating Officer, Bainum Family Foundation
  • Reginald Jones, President and CEO, Jacobs Family Foundation
  • Barbara Kibbe, Director, Effectiveness, S.D. Bechtel, Jr. Foundation
  • Gilbert Miller, Chairman, Bradley-Turner Foundation
  • Mary Mountcastle, Trustee, Z. Smith Reynolds Foundation, Inc.
  • Kelly Nowlin, Trustee, Surdna Foundation
  • James Parsons, President, The Brinson Foundation
  • Sharmila Thakkar, Advisor, SRT Advising & Consulting LLC
  • Patrick Troska, President, The Jay & Rose Phillips Family Foundation of Minnesota
  • Urvashi Vaid, CEO, The Vaid Group LLC
  • June Wilson, Executive Director Emeritus, Quixote Foundation
  • Ellie Frey Zagel, Trustee, Frey Foundation
National Forum Host Committee

The National Forum Host Committee is comprised of family foundations and donors that actively fund in the Chicago metro region and who wish to support NCFP in its efforts to incorporate local artists, community leaders, and funders into the Forum programming and networking activities. The 2019 National Forum Host Committee is chaired by Jim Parsons, CEO of The Brinson Foundation. Additional Host Committee members include:

  • Claire Butterfield, Executive Director, Christopher Family Foundation
  • David Farren, Executive Director, Gaylord & Dorothy Donnelley Foundation
  • Patricia Ford, Executive Director, Steans Family Foundation
  • Dinaz Mansuri, Executive Director, Mayer & Morris Kaplan Family Foundation
  • Elizabeth Newton, Director of Family Engaement, Crown Family Philanthropies
  • Mary Pounder, Program Officer, Comer Family Foundation
  • Mary Ann Roeser, Executive Director, The Duchossois Family Foundation
  • Sara Slaughter, Executive Director, W. Clement & Jessie V. Stone Foundation
  • Christy Uchida, Senior Program Officer, The Brinson Foundation
Local Partners Committee

The National Forum Local Partners Committee is comprised of local philanthropic networks and philanthropic advisory firms that work with multiple families in the greater Chicago region. Local Partners Committee members include:

  • Laura Coy, Director of Community Engagement, William Blair & Company
  • Abbe Temkin, Director of Major and Planned Gifts, The Chicago Community Trust
  • Dawn Melchiorre, Vice President, Member Engagement, Forefront
  • Ruth Easterling, Managing Director, Family Office Exchange
  • Betsy Brill, President, Strategic Philanthropy, Ltd.
  • Bruce Boyd, Principal, Arabella Advisors
  • Sarah Berg, Senior Philanthropy Advisor, JPMorgan Private Bank
  • Tara D'Agostino, Director, Tax, KPMG

2019 Trends in Family Philanthropy (2018 - present)

The Trends in Family Philanthropy Advisory Committee is tasked with guiding this national research initiative to identify emerging issues, changes in funding priorities, innovative approaches to giving and decision-making, and anticipated giving patterns among philanthropic families nationally.

Ellie Frey Zagel, Trustee, Frey Foundation and Chair, 2019 Trends in Family Philanthropy Advisory Committee

Ana Marie Argilagos, President, Hispanics in Philanthropy

Susan Taylor Batten, President and CEO, Association of Black Foundation Executives

Ashley Blanchard, Board Member, Hill-Snowdon Foundation and Principal, Blanchard Consulting

Christopher Cardona, Program Officer, Philanthropy, Ford Foundation

Armando Castellano, Board Member, Castellano Family Foundation

Kelly Chopus, Chief Executive Officer, Robins Foundation

Claire Costello, Managing Director, Philanthropic Solutions Group, U.S. Trust, Bank of America Private Wealth Management

Stephanie Gillis, Senior Advisor, Impact-Driven Philanthropy Initiative, Raikes Foundation

Jacob Harold, President and CEO, GuideStar, Washington

Gillian Howell, Managing Director, Philanthropic Consulting & Advisory Executive, U.S. Trust, Bank of America Private Wealth Management

Barbara Kibbe, Director, Effectiveness, S.D. Bechtel, Jr. Foundation

Katherine Lorenz, President, The Cynthia and George Mitchell Foundation and Board Chair, National Center for Family Philanthropy

Paul Maurer, Board Member, Maurer Family Foundation, Inc.

John Mullaney, Executive Director, The Nord Family Foundation

Robert Reid, Chief Executive Officer, JF Maddox Foundation

Diana Spencer, Executive Director, William G. McGowan Charitable Fund

Diana Tyler Heath, Senior Director, Families & Individuals Practice, Arabella Advisors

Anne Wallestad, President & CEO, BoardSource

June Wilson, Executive Director Emeritus, Quixote Foundation

Community Foundations Family Philanthropy Network (2015 - present)

The Community Foundations Family Philanthropy Network aims to enhance the effectiveness of families working with community foundations as a core giving partner. Drawing from the insights and experience of a national Advisory Committee and other respected leaders, the network’s purpose is to enhance practices among community foundation staff and other advisors working with philanthropic families. Committee members include:

Jennifer Touchet, Director of Family Philanthropy, Greater Houston Community Foundation (chair) 

Beth Harper Briglia, VP of Donor Services & Grantmaking, Chester County Community Foundation

Joanne Cohen, J.D., Vice President, Philanthropic Services, Community Foundation for Northeast Florida

Jennifer Curry, Senior Donor Relations Officer, The Oregon Community Foundation

Robert M. Fockler, President, Community Foundation of Greater Memphis

Micah Kāne, President & CEO, Hawaii Community Foundation

Barrett Coker Krise, CAP®, Senior Philanthropic Officer, Community Foundation for Greater Atlanta

Rob MacPherson, Vice President for Development & Philanthropic Services, Central Indiana Community Foundation

Laily Pirbhai, Vice President, Donor Engagement, The Calgary Foundation

Robyn Schein, Director, Family Philanthropy Resource Center, The Minneapolis Foundation

Karen A. Simmons, President/CEO, Chester County Community Foundation

Debbie Wilkerson, President and CEO, Greater Kansas City Community Foundation

Many thanks to the Community Foundations Family Philanthropy Network's founding chair Alicia Philipp, President of the Community Foundation for Greater Atlanta.

Transparency in Family Philanthropy Task Force

NCFP's Transparency in Family Philanthropy Task Force serves as a sounding board for programming and resources related to our efforts to help families balance the competing needs of protecting privacy and being transparent and accountable to the public trust.

Bobbi Hapgood, Board Member, Educational Foundation of America

Bruce Karmazin, Executive Director, The Lumpkin Family Foundation

John Mullaney, Executive Director, The Nord Family Foundation

Kelly Nowlin, Trustee, Surdna Foundation

Laura McCargar, President, Perrin Family Foundation

Pamela David, Senior Fellow, Northern California Grantmakers

Patrick Troska, Executive Director, The Jay & Rose Phillips Family Foundation of Minnesota

Richard Woo, CEO, The Russell Family Foundation

Robert Reid, Chief Executive Officer, J.F. Maddox Foundation

2015 Trends in Family Philanthropy (2014 - 2016)

The Trends in Family Philanthropy Advisory Committee is tasked with guiding this national research initiative to identify emerging issues, changes in funding priorities, innovative approaches to giving and decision-making, and anticipated giving patterns among philanthropic families nationally. This initiative will result in a statistically sound, biannual survey of future trends in family philanthropy that is representative of the diversity of the field in terms of size, giving vehicle, geography, year of establishment, mission, and funding/donor. The committee will suggest ways to utilize the survey results to better understand the implications of this new knowledge, and to stimulate discussions, additional research, and action throughout the field on those implications.


List of committee members

Alice Buhl (chair of the committee) is a Senior Consultant for Lansberg, Gersick & Associates and has extensive experience in philanthropy and nonprofit management. Born and raised outside Chicago, she earned her MBA from Washington University (St. Louis). Alice has served as executive director of the Conference on Education and of the Metropolitan Association for Philanthropy in St. Louis, and senior vice president of the Council on Foundations in Washington, DC. Since 1990, Alice has been a consultant in philanthropy to many American and Canadian family foundations and prominent private foundations, specializing in assisting families as they manage critical challenges affecting their grantmaking. Alice is also Senior Fellow to the National Center for Family Philanthropy and its Board of Directors. She was a founding board member of the National Center for Family Philanthropy and led the development of the “Pursuit of Excellence”
assessment process.

Carrie Avery is President of the Durfee Foundation in Los Angeles, California, which focuses on individuals by providing fellowships, grants to new grassroots organizations with dynamic leadership and sabbaticals to long-time nonprofit leaders. Prior to working for the Durfee Foundation, Carrie practiced law, first with the National Women’s Law Center in Washington, D.C., and later with a private firm in San Francisco. Carrie received her B.A. from Stanford University, her J.D. from the University of California at Berkeley, and was a Georgetown University Women’s Law and Public Policy Fellow. She is a current board member and past chair of the National Center for Family Philanthropy in Washington, D.C. and serves on the boards of the RGK Foundation in Austin, Texas, Grantmakers for Effective Organizations in Washington, D.C. and the Berkeley Repertory Theater in Berkeley, California.

Kelly Brown is Director of the D5 Coalition, a five-year, effort to increase philanthropy’s diversity, equity and inclusiveness. Prior to this she was Principal Consultant at Viewpoint Consulting, Director of Programs and Evaluation at Marguerite Casey Foundation, Grants Director at the Vanguard Public Foundation. In addition she has also served as Administrative Director for TransAfrica, and on the Executive Committee and as Executive Director of Bay Area Blacks in Philanthropy. Kelly also remains active on the board of the Funding Exchange and is currently on the board of the Center for Community Change. She has an M.B.A from the Haas School of Business at UC Berkeley, a BA in Sociology from UC Santa Barbara and was a Sloan Foundation Fellow at Princeton University’s Woodrow Wilson School. She is currently pursuing a PhD at the University of Chicago, researching the intersection between leadership, organizational networks and contemporary social movements.

Stephanie Cardon is an artist and writer, adjunct faculty at Massachusetts College of Art & Design, and Executive Editor of Big Red & Shiny, a Boston-based non-profit and online magazine focusing on contemporary art issues and ideas. She is a fifth generation descendent of John E. Andrus, who founded the Surdna Foundation in 1917, and she serves as Vice-Chair on the Andrus Family Fund’s (AFF) Board of Trustee

Carmela Castellano-Garcia, Esq., is the President and Chief Executive Officer of the California Primary Care Association (CPCA), overseeing a membership association of over 800 nonprofit, community clinics and health centers (CCHCs) which serve over 4.8 million patients a year, over half of them Latino. Additionally, she serves as a Trustee for the Castellano Family Foundation. Ms. Castellano-Garcia has been committed to advancing multi-cultural health policy issues for over 20 years, focusing on areas such as cultural and linguistic competency in health care delivery, ensuring the viability of safety net providers, health care reform, and access to care for vulnerable populations. Ms. Castellano-Garcia is also the Founder and a Board member of the Latino Coalition for a Healthy California (LCHC), and later served as its Executive Director in 1992-1997. In addition to serving on its Board of Directors, Ms. Castellano- Garcia is also a founding member of the regional extension center for California – the California Health Information and Partnership Services Organization (CalHIPSO).

Kathleen P. Enright is the president and CEO of Grantmakers for Effective Organizations. While with GEO, Kathleen (with the GEO board of directors) has developed a compelling vision and cohesive strategy for the organization, led GEO through a merger, supervised the development of a host of products and services and forged high-profile publishing and other partnerships. Kathleen speaks and writes regularly on issues of nonprofit and grantmaker effectiveness at national and regional gatherings of executives and trustees. Previously, Kathleen served as the group director, marketing and communications for BoardSource. Kathleen serves on the advisory board of The Center for Effective Philanthropy. She previously served on Independent Sector’s Building Value Together Committee and the selection committee of the Washington Post Nonprofit Excellence Award. In 2007, Kathleen received the Distinguished Public Service Award from the George Washington University Chapter of Pi Alpha. She holds a bachelor’s degree in English from the University of Illinois at Urbana-Champaign and a master’s of public administration from The George Washington University.

Joel Fleishman is Professor of Law and Public Policy Studies and the Director of the Samuel and Ronnie Heyman Center for Ethics, Public Policy, and the Professions at the Sanford School of Public Policy, Duke University. He joined the Duke faculty in 1971, was the founding director of what is now the Sanford School of Public Policy, and has served the university as vice president, senior vice president, and first senior vice president. He took part-time leave from Duke from 1993 to 2003 to serve as president of the Atlantic Philanthropic Service Company, the United States program staff of the Atlantic Philanthropies. He is author, co-author, or editor of numerous books and articles reflecting his long-standing interest in ethics, public policy, and nonprofit organizations, the most recent of which, Give Smart: Philanthropy That Gets Results, was written with Thomas Tierney of the Bridgespan Group and published in spring 2011 by Public Affairs Book. Fleishman serves as chairman of the board of trustees of the Urban Institute and as a trustee of the Jewish Theological Seminary of America; Brandeis University; the Artscroll Mesorah Heritage Foundation; the American Hebrew Academy; and the Partnership for Public Service. He is also chairman of the visiting committee of the Kennedy School of Government at Harvard University.

Joanne Florino joined The Philanthropy Roundtable as Senior Vice President for public policy in April 2013. Joanne has worked in philanthropy for nearly 30 years. Most recently, she was executive director of the Triad Foundation in Ithaca, New York, from April 2003 through March 2013. She was also a program associate at Atlantic Philanthropies and executive director of the Park Foundation. Joanne has served as a strategy committee member for the Alliance for Charitable Reform since its inception in 2003; as chair of the Public Policy Committee of Grantmakers Forum of New York; as a member of the Ethics and Practices Committee of the Council on Foundations; and as a trustee of Tompkins-Cortland Community College. She currently serves as a board member of the Philanthropic Collaborative and the New York Council of Nonprofits. Joanne received her B.A. in history from Georgetown University and her M.A. in American history from Cornell University.

Trista Harris is president of Minnesota Council of Foundations, a vibrant community of grantmakers who award almost $1 billion annually. Prior to joining MCF in August 2013, she was executive director of the Headwaters Foundation for Justice in Minneapolis, and she previously served as program officer at The Saint Paul Foundation and Minnesota Community Foundation (now Minnesota Philanthropy Partners). Trista earned her master of public policy degree from the Humphrey Institute of Public Affairs, University of Minnesota, and her bachelor of arts from Howard University, Washington, D.C. She is a passionate national advocate for new leaders in the independent sector, and she currently chairs the national board of advisors of Emerging Practitioners in Philanthropy (EPIP). Trista strives to promote best practices in grantmaking that build capacity of nonprofits while creating measurable social change in the community.

Annie Hernandez is the Executive Director for the Frieda C. Fox Family Foundation and Youth Philanthropy Connect, which connects youth ages 8-21 involved in philanthropy through their families or a foundation with their peers, and provides educations programs that advance youth involvement in philanthropy and the professional skills of the next generation of philanthropic leaders. Annie continues to lead this effort as well as serves as the Executive Director for the Los Angeles based foundation. Previously, Annie led the next generation efforts and developed the Good Works Connect network of nonprofits in downstate Illinois for The Lumpkin Family Foundation. Annie serves on the national board for Learning to Give as well as a number of family philanthropy-related committees.

Audrey Jacobs serves as Director of The Center for Family Philanthropy for The Community Foundation for Greater Atlanta. She oversees all aspects of the Center and its role providing family-centered grantmaking, educational and estate planning services to donors and their families. Audrey has more than 15 years’ experience working with nonprofit organizations in New York and Atlanta. She most recently served as president of Strategic Resolution, Inc. providing consultation to various nonprofit and for-profit organizations. While with the organization Audrey focused on management consultation, fund development, board development, program development, strategic planning, technological consultations and general research. In New York, Audrey served as Deputy Executive Director for Program Operations for Lenox Hill Neighborhood House focusing on youth and family services, older adult services, homeless services, community services and education and fitness and recreation. Audrey holds a law degree from New York University School of Law, and a Bachelor’s Degree from Barnard College, Columbia University.

Tony Macklin is currently the executive director of the Roy A. Hunt Foundation, a 50-year-old family foundation with three generations of family members active in making $3+ million grants annually. Additionally, he is a Trustee of Awesome Pittsburgh (a chapter of the Awesome Foundation movement); board member of the Union Project (a community arts and enterprise center), Grantmakers of Western Pennsylvania, and Neighborhood Allies; and an advisory committee member for theAllegheny Regional Asset District,National Center for Family Philanthropy, and the Pittsburgh Neighborhood & Community Information System. Tony has also served as a proposal reviewer for United Ways and arts agencies in Pittsburgh, Cleveland, and Indiana, and for the Ohio College Access Network. And, he frequently serves as a speaker and facilitator at nonprofit and grantmaker conferences, professional advisor meetings, university classes, and community meetings.

John Mullaney has served as the Nord Family Foundation Executive Director for over 16 years. In addition John is a member of the Philanthropy Roundtable Ohio Grantmakers Forum, Colorado Association of Grantmakers and Council on Foundations. Prior to his current position, John obtained his Master in Philosophy from Georgetown University and his BA in Philosophy and English from Boston College.

Kathleen Odne is Executive Director of the Dean & Margaret Lesher Foundation in Walnut Creek, California. The Lesher Foundation provides grants to non-profits in Contra Costa County, California to improve K-12 education, enhance the visual and performing arts and in support of programs benefiting children and families. Kathleen currently serves as Chair of the National Center for Family Philanthropy and completed her term on the Board and Governance Committee of the Forum of Regional Associations of Grantmakers in 2013. She has previously served on the boards of the Council on Foundations, the Association of Small Foundations (ASF) and Northern California Grantmakers. Kathleen is a founding member of the Funders Forum of Contra Costa, an affinity group of funders in the East Bay, and a member of the Advisory Council for the Foundation Center in San Francisco. She is a past chair of the Committee on Family Philanthropy at the Council on Foundations which developed the Stewardship Principles for Family Foundations.

Diane Whitty is the Executive Director and Global Head of The Philanthropy Centre, joined J.P. Morgan in 2010. The Philanthropy Centre is focused on providing clients with insights and services to help meet their financial and philanthropic goals through innovative advice, thought leadership and collaborative opportunities. Prior to joining J.P. Morgan, Diane served over the past 30 years as a senior executive in the corporate and non-profits sector. Ms. Whitty has held leadership positions at Save the Children as Senior Vice-President of corporate relations and Executive Vice-President of marketing, communications and development at the US Fund for UNICEF (The United Nations Children’s Fund). During her tenure, she spearheaded many global health and development initiatives, but most notably, campaigns to eliminate maternal and neo-natal tetanus, iodine deficiency, address the incidence of HIV/AIDS and improve access to education for girls in developing countries. Under her leadership at UNICEF, Diane and her teams were responsible for growth in revenue exceeding 327%. Prior to her non-profit work, Diane spent 17 years at Avon products as a Senior Sales and Marketing Executive.

Issues Advisory Committee (2011 - 2015)

Established in 2011, the goals of the Issues Advisory Committee are to increase the diversity of views, experiences and perspectives to enhance NCFP programming and to create a new cadre of spokespersons for the field of family giving. NCFP Board members serve as ex officio members of the Issues Advisory Committee. At large IAC members are listed below. If you are interested in being considered for service on the IAC, please contact us at


List of committee members

Elizabeth Cheung
Elizabeth Cheung manages a portfolio of grants as part of the Domestic Program team for the Conrad N. Hilton Foundation, including in multiple sclerosis and hospitality education. She also manages the Foundation's small grants and family giving programs. Prior to joining the Foundation, Cheung worked as a Program Analyst at the David and Lucile Packard Foundation in the Children, Families, and Communities Program. She also has worked for the California Legislative Analyst's Office, where she oversaw the Medi-Cal budget, with a special emphasis on issues concerning the aged, blind, and disabled. Cheung received her Master's in Public Policy from the University of Southern California School of Policy, Planning, and Development and a double Bachelor's in East Asian Studies and Public Policy from the University of California, Los Angeles.

Shirish Dayal
Shirish I. Dayal is the first executive director of the Tarsadia Foundation. Prior to joining the Tarsadia Foundation, he worked as the director of sales and marketing for a wholesale tour operator, Distinguished Resorts. Shirish has had a diverse career including 13 years as COO of Argo World Travel, Business Manager for Choral Music at El Camino College and as a founding member of a local community organization that promotes religious, cultural, and educational activities.

Leah S. Gary
Leah Gary is the President and CEO of the William J. and Dorothy K. O'Neill Foundation in Cleveland, Ohio. Previously she was the Vice President for Program and Evaluation at the Saint Luke's Foundation of Cleveland, Ohio. Ms. Gary was vice president for Community Health, Workforce Development and the Northeast Ohio Trauma Foundation at the Center for Health Affairs where she focused on community health policy. Ms. Gary is a nurse and has been director of inpatient nursing, clinical nurse specialist, nursing instructor and staff nurse. She received a diploma in nursing from the Fairview General Hospital School of Nursing bachelor and master degrees in nursing from the Case Western Reserve University.

Lenore Hanisch
Lenore M. Hanisch brings expertise in journalism and event management to her triple roles as Quixote Foundation family member, board member and co-executive director (a/k/a The Energizer E.D.). Her activism begins by choosing green, socially equitable and progressive ways to manage home and office, and it extends to working closely with grantee organizations, promoting their overall health as well as specific initiatives. Lenore's colleagues describe her as a "free-range rebel" for the way she combines both courage and conscience. "I am going to save one seven-foot diameter tree, even if I actually have to hug it," says Lenore of her current priorities.

Bobbi Hapgood
Bobbi served formerly as Executive Director of the North Carolina Network of Grantmakers, a regional association of local, regional, and national grantmakers who have a presence in North Carolina. Since leading the organization in 2005, the network has grown from 40 foundation organizations to over 85 foundations that span not just North Carolina, but also work internationally. In addition to working with corporate, private, and community foundations, Bobbi's role includes interfacing with state and local officials as the voice of North Carolina philanthropy. Bobbi has also worked as program director, development director, and media consultant to several nonprofit organizations, including Rachel's Network, the Natural Resources Defense Council, Voices & Choices of the Central Carolinas and the Center for Child & Family Health. While working with nonprofits professionally, Bobbi has also served as board member to other foundations and nonprofits, including 20 years as a trustee of The Educational Foundation of America and The Prentice Foundation, and a past board member of NC Environmental Defense, NC Coastal Federation, EcoAmerica, and the Rensselaerville Institute. Bobbi received her undergraduate degree in Environmental Biology and Management from the University of California at Davis and her Master of Environmental Management from Duke University.

Emily Tow Jackson
Emily Tow Jackson has been involved in philanthropy since joining the board of trustees of her family foundation, The Tow Foundation, in 1988. She has been the Foundation's executive director since 1994 and regularly speaks about the Foundation's work, its commitment to advocacy as a key to achieving social change, and the value and practice of family philanthropy. Emily served on the board of directors of the Philanthropy New York from 1997-2004, and was chair from 2002-2004. She is the recipient of the 2002 Filer Award for creative leadership in philanthropy from the Connecticut Council for Philanthropy, where she currently serves on the board of directors and chairs the program committee. The Tow Foundation received the 2008 Critical Impact Award from the Council on Foundations for its Juvenile Justice Initiative. Emily is a graduate of Barnard College, where she currently serves as a trustee.

Audrey Jacobs
Audrey Jacobs, JD, serves as Director of The Center for Family Philanthropy for The Community Foundation for Greater Atlanta. She oversees all aspects of the Center and its role providing family-centered grantmaking, educational and estate planning services to donors and their families. This philanthropic advisory program focuses on developing deep, sustained relationships with donors by honoring family traditions in philanthropic giving. Audrey has more than 15 years' experience working with nonprofit organizations in New York and Atlanta. She most recently served as president of Strategic Resolution, Inc. providing consultation to various nonprofit and for-profit organizations. While with the organization Audrey focused on management consultation, fund development, Board development, program development, strategic planning, technological consultations and general research. Her clients included the Atlanta Women's Foundation, Georgia Campaign for Adolescent Pregnancy Prevention, The Morehouse School of Medicine and the Federation of Protestant Welfare Agencies, Inc. Atlanta.

Diane Kaplan
In 2001, Diane Kaplan was named president of the Anchorage-based Rasmuson Foundation. She began administering the Foundation in 1995. From 1994-2001, Kaplan's consulting company provided management and government relations services to philanthropic and nonprofit organizations and Native corporations and tribes. She was previously president & chief executive officer of Alaska's 28-station public radio network. Kaplan earned a degree in Communications and Women's Studies from the University of Pennsylvania, graduating summa cum laude. She was elected to Phi Beta Kappa. She attended executive management programs at the Wharton School, Stanford University and UC Berkeley. Kaplan is a member of the executive committee of the Anchorage Schools Foundation. She serves as a board member of the Alaska Community Foundation, Alaska Children's Trust and United States Artists. In addition, she is a member of the, University of Alaska Anchorage Honors College Advisory Board, Philanthropy Northwest Honorary Council, and the Anchorage Rotary Club. Ms. Kaplan's community contributions have been recognized by the National Organization of Black Elected Legislative Women, the Council on Foundations, Alaska Federation of Natives, YWCA, and Anchorage Chamber of Commerce ATHENA Society. Kaplan married Mel Sather in 1987. Their family includes three grown sons and five grandchildren.


Dr. Christine Koehn
Dr. Christine Koehn currently serves as the Executive Director for the Celia Lipton Farris and Victor W. Farris Foundation, and provides oversight for the Foundation’s administration and grantmaking. Dr. Koehn has worked in Palm Beach County’s grantmaking arena for nearly 20 years, including leadership roles overseeing programmatic investment at the United Way of Palm Beach County and the Quantum Foundation (a private healthcare conversion foundation) as well as conducting research and program evaluation for the Children’s Services Council of Palm Beach County (a countywide taxing district). 

Her work has focused on issues related to health care access for the underserved (including oral and mental health), community health and well-being (including basic and emergency needs support), academic achievement, out-of-school programming, child abuse and neglect prevention and intervention, and arts and culture.  Her expertise includes participation in and the facilitation of public/private partnerships and community collaboratives, the identification of service system issues, the creation and execution of funding strategies that address identified issues as well as the development and execution of large-scale research and evaluation projects. Dr. Koehn holds a Ph.D. in Applied Psychology from the Florida International University.  She is published in professional journals and books.

Tony Macklin
Tony Macklin is the Executive Director of the Roy A. Hunt Foundation, a 50-year-old family foundation based in Pittsburgh. Twenty-six family members from three generations serve as trustees, annually awarding $3 million in grants across the country. Before joining the foundation in 2011, Tony was a strategy consultant and philanthropic advisor to foundations, donors, and nonprofits. He previously served for 12 years at the Central Indiana Community Foundation, where he developed grantmaking programs, led strategic initiatives, and attracted $39 million in new philanthropic investments and charitable funds. Before that, he managed grants and technical assistance services for the Indiana Department of Commerce. He's a native Hoosier, a son of a family of entrepreneurs, an amateur musician, served on more committees and boards than he can remember, and a founding trustee of the Awesome Foundation's chapter in Pittsburgh. His wife, Alexis, is a senior manager at the Senator John Heinz History Center. Follow Tony's philanthropy observations at or Twitter @tonymacklin1.

Yvonne L. Moore
Yvonne L. Moore is Chief of Staff and Chief Operating Officer to Abigail E. Disney and overseas her network of media, philanthropic and advocacy organizations. Before joining the philanthropic sector in 1999, Yvonne spent 10 years working in child protection and advocacy and is co-author of the report Bridges to Independence: Improving Transitions to Adulthood for Youth Served by the New Jersey Division of Youth and Family Services. Yvonne is currently a trustee of the New York Women's Foundation, Philanthropy New York, and Cause Effective. She is a founding member of New York City Blacks in Philanthropy and serves on the Advisory Board of Fork Films best known for the documentaries Pray the Devil Back to Hell and Women, War & Peace.

Mark E. Neithercut
Mark E. Neithercut, founder of Neithercut Philanthropy Advisors (NPA) with offices in Chicago and Detroit, has more than 20 years of hands-on philanthropy leadership with family, community and private foundations. NPA works with family and private foundations, as well as charitable individuals, to create strategies for effective, rewarding philanthropy. Before founding NPA in 2005, Neithercut was vice president of the Community Foundation for Southeast Michigan for 10 years and had served as a program officer at The Kresge Foundation. During this time, Neithercut was responsible for more than $200 million in charitable grants, and managed programs that helped local nonprofits raise more than $350 million in new endowment. Prior to entering the philanthropy field, Neithercut was a professor at the University of Alabama and Wayne State University in Detroit where he was director of the Michigan Metropolitan Information Center and adjunct professor in the Department of Geography and Urban Planning. Neithercut served as an elected member of the Community Foundation Leadership Team from 2000-2004, and for 10 years as a member of the Council of Foundation's Membership Committee. He has served on the Detroit Advisory Committee for the John S. and James L. Knight Foundation, and was chair of both Detroit Area Grantmakers and Aspen Institute's Michigan Nonprofit Research Program. Neithercut presently is a member of the Council of Michigan Foundation's Public Policy Committee and a board member of the National Network of Consultants to Grantmakers. He also serves as a trustee of the Detroit Institute of Arts, Cranbrook Schools and the Anna Paulina Foundation. Neithercut holds a Ph.D. from University of British Columbia where he was a doctoral fellow; master's degree from Michigan State University; and Bachelor of Arts from the University of Michigan where he graduated with high honors in history, was elected to Phi Beta Kappa and named a James B. Angell Scholar. Neithercut was also a recipient of the English Speaking Union's International Schoolboy Fellowship.

Lisa Parker
Lisa Parker brings 25 years of experience in philanthropy and nonprofit management to serve philanthropic families raising the next generation of savvy givers. She currently serves as Vice President, Philanthropic Services for Whittier Trust Company, the largest multi-family office headquartered on the west coast. For 13 years she has been President and Executive Director of the Lawrence Welk Family Foundation, leading the Foundation's initiative to seed the youth giving movement and creating youth philanthropy programs for the family's fourth generation. She launched San Francisco based Family Circle Advisors to help other families create meaningful giving experiences that engage and inspire each generation. Lisa serves as advisor and board member to numerous organizations building and expanding the philanthropic sector, including the USC Center on Philanthropy and Public Policy and Northern California Grantmakers. She has written and spoken extensively on raising The Generous Generation™, youth philanthropy, new models of giving and family philanthropy throughout California, the US and the UK.

Douglas Bitoni Stewart
For the past 23 years Doug Bitonti Stewart has dedicated his career to philanthropy. He has served organizations such as Michigan State University, Michigan Nonprofit Management Institute, Botsford General Hospital, the Arthritis Foundation, and Children's Hospital of Michigan. Most recently, Doug worked at the University of Michigan Health System as the Director of Development for Children's and Women's Health. In early 2007 Doug became the first executive director of the Max M. & Marjorie S. Fisher Foundation. In his position Doug has the privilege of helping the Fisher family further their philanthropic legacy by working with nonprofit partners making the most meaningful impact to strengthen families and communities. He is a member of a number of nonprofit boards and serves the philanthropic field through his work on the Family Philanthropy Committee of the Council on Foundations, the Committee to Transform Michigan Philanthropy through Diversity and Inclusion of the Council of Michigan Foundations, the CEO Advisory Board of the National Center for Family Philanthropy and the Development Summer Internship Advisory Board at the University of Michigan where he has also served as a guest lecturer in the Org Studies program.

zac-russellZac Russell
Zac Russell grew up in Seattle, and is a third generation family member of the the Russell Family Foundation. He is a graduate from Sarah Lawrence College, concentrating in Economic Theory and Non-Fiction Writing. Zac's interests are in next gen philanthropy involvement, Mission Related Investing, and using multimedia and storytelling in grant metrics and communication. Zac is currently working in freelance communications and storytelling in New York City.

Patrick-TroskaPatrick Troska
Patrick Troska has been with The Jay and Rose Phillips Family Foundation of Minnesota for 14 years, and was named Executive Director in January 2011. In addition to providing leadership for the Foundation’s overall strategy, he also has primary responsibility for grantmaking and initiatives for the Foundation’s funding strategies in the areas of housing and transit. During his tenure with the Foundation, he first served as a Program Officer, before being promoted to Senior Program Officer with responsibilities to oversee all aspects of the Foundation’s annual grantmaking program. In the late 1990’s, he was a Fund Distribution and Community Initiatives Manager for the United Way of the Saint Paul Area. Patrick began his career in youth services where he held several positions with the Catholic Archdiocese of St. Paul and Minneapolis, and Minnesota Children’s Museum. He earned his Bachelor of Arts from St. John’s University in Collegeville MN, and holds a Master of Arts in Leadership from Augsburg College in Minneapolis. In June 2009 he completed a fellowship in public policy at the Hubert H. Humphrey Institute of Public Affairs. He chaired the board of directors of the Minnesota AIDS Project from 2010-12. Patrick currently resides in Minneapolis, MN.

Lana Volftsun
Lana Volftsun is Executive Director of the One Percent Foundation, a non-profit dedicated to addressing persistent global challenges by building a broad-based movement for next generation philanthropy. She graduated from Washington University in St. Louis with a BSBA in Marketing, Entrepreneurship, and Human Resources and a Master's Certificate in Non-Profit Management. She is on the board of her family's foundation and is an active member of Grand Street, a network of young Jews in positions of philanthropic responsibility. In addition, Lana facilitates the 8th-9th grade Jewish Youth Philanthropy Institute (JYPI) program in Northern Virginia and is a member of the Slingshot Fund which provides support for a subset of innovative Jewish organizations featured in the Slingshot Guide.

National Forum on Family Philanthropy Advisory Committee (2014)

The National Forum Advisory Committee was founded in late 2013 to guide the programming and content of NCFP's inaugural National Forum on Family Philanthropy. Committee members included:

Ira S. Hirschfield, Evelyn and Walter Haas, Jr. Fund (Chair)

Claire Costello
, U.S. Trust, Bank of America Private Wealth Management

Janine Lee
, Southeastern Council of Foundations

Katherine Lorenz
, Cynthia and George Mitchell Family Foundation

Tony Macklin
, Roy A. Hunt Foundation

Melinda Marble
, The Barr Foundation

Kathleen Odne
, Dean & Margaret Lesher Foundation

Richard Woo
, The Russell Family Foundation

CEO Initiative Advisory Committee (2011)

The CEO Initiatives Advisory Committee was convened in 2011-12 to guide the research, education, and communications phases of our CEO Initiative. This initiative was designed to help CEOs and family foundation boards better understand the qualities and special challenges of effective family foundation leadership; to enhance the capacity of family foundation boards to select, develop, and support their CEO leadership over time; and to ensure that family foundations have the strong leadership teams they need to pursue and achieve their goals for the causes and communities they support.

Mr. Thomas Beech, Retired President and Chief Executive Officer, Fetzer Institute

Mr. Sanford Cardin
, President, Charles and Lynn Schusterman Family Foundation

Ms. Christina Collier
, Executive Vice President, RGK Foundation

Mr. Victor De Luca
, President, Jessie Smith Noyes Foundation, Inc.

Ms. Joanne Florino
, Executive Director, Triad Foundation, Inc.

Ms. Diana Gurieva
, Executive President, Dyson Foundation

Mr. Phillip Henderson
, President, Surdna Foundation

Mr. Steven M. Hilton
, President and Chief Executive Officer Conrad N. Hilton

Ms. Carol Larson
, President and Chief Executive Officer David and Lucile Packard Foundation

Mr. Lance Lindblom
, President and Chief Executive Officer, Nathan Cummings Foundation

Mr. Bruce Maza
, Executive Director, C. E. & S. Foundation, Inc.

Ms. Sarah Meyer
, Executive Director, Joyce and Irving Goldman Family Foundation

Mr. Richard Moore
, President, Weaver Foundation

Ms. Kathleen Odne
, Executive Director, Dean and Margaret Lesher Foundation

Ms. Claire Peeps
, Executive Director, Durfee Foundation

Ms. Teresa Sloyan
, Executive Director,Hyde Family Foundations

Mr. Jeffrey Solomon
, President, Andrea and Charles Bronfman Philanthropies

Mr. Douglas Bitonti Stewart
, Executive Director, Max M. & Marjorie S. Fisher Foundation

Mr. Steve Toben
, President, Flora Family Foundation

Mr. David Weitnauer
, Executive Director, R. Howard Dobbs, Jr. Foundation

Mr. Frank Wideman
, President, Self Family Foundation

Mr. E. Miles Wilson
, Director, The Grantmaking School Dorothy A. Johnson Center for Philanthropy and Nonprofit Leadership

Ms. Kate Wolford
, President, McKnight Foundation