VALUES IN ACTION

At its core, philanthropy is driven by values. Philanthropists put money behind their ideals by investing in leaders and organizations, and ultimately hope to leave a lasting positive impact for future generations. But is the philanthropic sector living up to its potential? Does it truly embody its values in grantmaking and beyond?

At YPC 2019, we’re exploring the bold, creative, and thoughtful ways philanthropists are realizing their values—not only in what they fund, but how they fund it. Examining funder-grantee relationships, diversity and representation in the sector, the role of corporate philanthropy, and more, YPC 2019 will delve into how philanthropy can walk the talk and amplify its impact on society.

2019 CONFERENCE MORNING KEYNOTE SPEAKER

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Anne Marie Burgoyne

Managing Director of Social Innovation, Emerson Collective

Anne Marie Burgoyne is the Managing Director, Social Innovation at the Emerson Collective where she manages the investment process for non-profit social entrepreneurs and innovators in a wide array of sectors, including education, immigration, social justice and the environment. She also works with the diverse team at Emerson to assure that partner organizations access EC’s capacity building, amplification, convening and advocacy supports. Her work spans across domestic and international geographies with a focus on strong leaders and strong models that have the capacity to scale and create systems change.

Before joining EC, Anne Marie was the Managing Director of the Draper Richards Kaplan Foundation where she made early-stage grants to high-growth, high-impact non-profits including Education Superhighway, Grassroot Soccer, Living Goods, The Mission Continues, One Acre Fund, VisionSpring and Welcoming America; she also helped to build DRKF’s convening programs and peer-to-peer learning community.

Anne Marie is on the governing boards of Girl Effect, Stand for Children, The Management Center and Youth Speaks and on the advisory boards of College Track, IDEO.org and REDF. She teaches a class at Stanford’s Graduate School of Business called Making Social Ventures Happen by Attracting Financial and Human Capital. Earlier in her career, Anne Marie was the Executive Director of United Cerebral Palsy of the Golden Gate and a REDF Farber Fellow at Community Gatepath.

Before entering the non-profit arena, Anne Marie was on the executive team of a technology services company and an investment banker. Anne Marie received her MBA and a public management program certificate from Stanford University’s Graduate School of Business. She also holds a BA in English and a BS in Economics from the University of Pennsylvania and its Wharton School, respectively.

She lives in San Francisco with her husband and two terrific girls and enjoys walking, yoga, cooking, cabaret singing and container gardening.

Following Ms. Burgoyne’s morning keynote, she will be joined by Andrea Levere for a fireside chat.

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Andrea Levere
President & CEO, Prosperity Now

Andrea Levere has led Prosperity Now (formerly CFED) as its president and CEO since 2004. Prosperity Now’s mission is to ensure everyone has the opportunity to gain financial stability, build wealth, and achieve prosperity. The organization designs and operates national initiatives that integrate financial capability services into systems serving low-income people, build assets and savings, and advance research and policies that expands economic mobility for all.

In 2013, President Obama appointed Andrea to the National Cooperative Bank’s (NCB) Board of Directors to represent the interests of low-income consumers. Currently, Andrea serves as Vice-Chair of the Community Advisory Council of the Federal Reserve System, which provides recommendations to the Board on various issues, including those that affect low-income and communities of color. She also serves as the Chair of ROC USA (Resident Owned Communities USA), a national social venture that converts manufactured home parks into resident-owned cooperatives. She is a member of the FDIC’s Committee on Economic Inclusion, and Morgan Stanley’s Community Development Advisory Board. Ms. Levere served as chair of the board of the Ms. Foundation for Women from 2002 - 2005, after being on its board since 1998.

Andrea spoke on the keynote stage at the 2018 Yale Philanthropy Conference. She is a graduate of the Yale School of Management and holds a bachelor’s degree from Brown University.


PANEL BREAKOUT SESSION ONE: 11:00 AM - 12:15 PM

CENTERING INCLUSION:
A Deep Dive into Diversity, Equity, and Inclusion Initiatives

In 1936, the Ford Foundation was founded by one of the wealthiest industrialists in history. Demos, a progressive think tank, was born over sixty years later in response to the country’s growing economic equality. Despite these dissimilar origin stories, both organizations similarly grapple with a changing sociopolitical landscape. As part of their continued evolution, Ford and Demos individually committed to a process of intentional introspection, reexamining the relationships between power and oppression and revising internal processes to more closely reflect the values interwoven in their programming. Through these processes, both not only began to change themselves, but to encourage and set an example for other organizations navigating the same questions.

How can an organization transform? How can it leverage that metamorphosis to reshape the philanthropic sector? What kind of resources does this work take, and what happens when those resources aren’t available? What lessons can be learned from these examples and transferred into other contexts? In these dual case studies, we’ll examine the radical reshaping of one of the world’s leading foundations and one of the sector’s most innovative nonprofits—and through engaging local perspectives, explore what steps might lead to a more inclusive philanthropic sector.

Panelists:

José Gonzalez: Director of Talent Management and Learning, Demos

Tiffany FitzGerald: Associate Director, Foundation Relations, Demos

Megan Morrison: Strategy and Learning Officer, Ford Foundation

Diane Samuels: Human Resources Director, Ford Foundation

MODERATOR:

Laura McCargar: President, Perrin Family Foundation

Panelist Bios:

Tiffany FitzGerald joined the Demos team in July 2018 as Associate Director, Foundation Relations. She brings over a decade of experience in fundraising, grant writing, and nonprofit administration to the role. Prior to Demos, Tiffany held positions at the Center for Community Change, Folger Shakespeare Library, and National Trust for Historic Preservation. A native Washingtonian, she has volunteered in support of literacy and early childhood education, urban farms, and tenant rights. She currently serves on the “Board of Instigators” of D.C.’s Diverse City Fund and earned her B.A. in English and Communications from the College of William and Mary in Williamsburg, VA. In her free time, Tiffany demonstrates her passion for storytelling and social change writing at intersection of parenting, community empowerment, and social justice.


José Gonzales: As Director of Talent Management and Learning, José is responsible for leading the organization’s efforts to recruit, develop and retain top-quality talent and helping to foster a positive, equitable, and inclusive workplace. Jose is the chair of the organization’s Equity and Inclusion Advancement Team and serves as a member of the Senior Leadership Council. Prior to joining Demos, José co-founded a New York City Department of Education (NYCDOE) school for overage, under-credited, middle and high school youth of the South Bronx. José was responsible for school operations, including fiscal management and purchasing, hiring and staff development, and facilities management. In four years, he helped to grow the school from a two-person founding team, to 40 plus staff working to reconnect students and their families to the transformative power of education. Prior to joining the NYCDOE, José spent over 11 years at Safe Horizon, a New York city based non-profit that provides support to more than 250,000 children, adults and families whose lives have been impacted by crime and abuse. During his time at Safe Horizon, José held many positions including Director of the Streetwork Project, a drop-in counseling center for homeless and runaway youth. José was responsible for the management and oversight of the Harlem based drop-in center and its staff, that provided critical support services to over 1,000 of New York City’s most vulnerable youth each year.    

José is a first generation American, whose parents immigrated from Mexico. He currently resides in Brooklyn, NY and spends his time playing volleyball, volunteers as a high school girls and boys volleyball coach in the Bronx, and is an avid theatre goer.              

Diane Samuels is the Ford Foundation’s director for human resources, serving as the point of contact to staff in the New York office. Her areas of responsibility include staffing, employee relations, organizational change management, employee coaching and advising, performance management support, staff development, compensation, and benefits design and application. Diane is also responsible for leading Ford’s first global diversity, equity and inclusion program. Diane earned her master’s degree in human resources management from the New School and a bachelor’s degree from Brooklyn College.

 

Megan Morrison is a Strategy and Learning Officer at the Ford Foundation. In this role, she leads projects and initiatives that support responsible, strategic grantmaking, including program officer training in grant craft, and the development of policies and practices that support good grantmaking and relationship building with organizations. She also coordinates the collection and analysis of Ford's grantmaking data and supports ongoing monitoring and learning from Ford's work. Megan joined the foundation in 2009 and has supported various program areas across the foundation, including sexuality and reproductive health and rights, arts and culture, media and journalism, religion, and education. Before joining the Ford Foundation, Megan worked in various administrative, project management, and strategy roles in the art sector, first at the Guggenheim Museum, and then at Sotheby’s.

 

Laura McCargar was appointed as President of the Perrin Family Foundation in June of 2016. Laura joined the foundation in 2012 as a Program Officer, where she played a central role in designing the foundation’s youth-led social change grantmaking strategy and oversaw the development and implementation of capacity building initiatives designed to strengthen and expand youth organizing across Connecticut. Prior to joining the Foundation, Laura was awarded a Soros Justice Fellowship from Open Society Foundations to engage in research and organizing around the previously little-known role that alternative schools and adult education programs play in Connecticut’s school-to-prison pipeline. Before that, Laura served as the founding Executive Director of Youth Rights Media, a New Haven-based nonprofit organization dedicated to empowering youth to use media and organizing strategies to create community change. In 2007, Laura was awarded the International Reebok Human Rights Award in recognition of her outstanding efforts to advance youth justice. Laura graduated Magna Cum Laude from Yale University in 2002.

Panel BREAKOUT SESSION ONE: 11:00 AM - 12:15 PM

BEYOND THE BOTTOM LINE:
When Good for Business and Good for the World Collide

In today’s interconnected and informed marketplace, consumers are demanding more than good products at fair prices; increasingly, the public is choosing to support companies who align with, and act upon, their personal values. A growing number of companies are referencing social causes in their marketing, whether by featuring a formal corporate giving portfolio or highlighting progressive causes in advertising. Despite this trend, many in the philanthropic community are skeptical of these corporate programs—often with good reason.

Can CSR programs be more than just a thinly-veiled marketing program? If these programs do create positive change, does the motivation underneath matter? What happens when responsibility metrics and corporate profits find themselves in opposition? In this session, we’ll explore best practices in corporate social responsibility—and examine the extent to which philanthropic and nonprofit organizations can better understand the intentions and values of corporate partners in order to better generate impact.

PAnelists:

Rob Michalak: Global Director of Social Impact, Ben & Jerry’s

Shari Rosenfeld: Senior Vice President of International Social Impact, Sesame Workshop 

Moderator:

Nina Montgomery: Systems Design Researcher, IDEO

Panelist Bios:

Rob Michalak is the Global Director of Social Impact for Ben & Jerry’s. From 2006 to 2017, Rob led a process of reinvigorating Ben & Jerry’s Social Mission, following the acquisition of Ben & Jerry’s by Unilever in April of 2000. The goal of the process was to ensure that Ben & Jerry’s Social Mission thrives in balance with the Company’s Product & Economic Missions. His current focus is on identifying how Ben & Jerry’s can achieve better outcomes from the Social Mission initiatives the Company is investing in and prioritizing. Ben & Jerry’s Social Mission works to create innovative ways that the business can apply its many resources to achieve positive social, economic and environmental change in the world and make progress on the company’s sustainable corporate concept of ‘Linked Prosperity’, which is the ambition that as the company prospers, its stakeholders prosper too.

Shari Rosenfeld is Senior Vice President of International Social Impact at Sesame Workshop, overseeing the development and execution of high impact transmedia educational initiatives that help young children, especially those from disadvantaged backgrounds, grow smarter, stronger and kinder. Rosenfeld manages Sesame Workshop’s international offices and expansion efforts in South Asia and Sub-Saharan Africa, harnessing the power of media and Muppets to deliver impact on areas such as early education, gender equity, resilience and WASH. Over her 25 years at Sesame, Rosenfeld has been instrumental in developing groundbreaking programs in Israel, Jordan, Palestine, Kosovo and Northern Ireland that promote mutual respect and understanding.  She launched Sesame’s first international subsidiary office in India, and has since established offices in Bangladesh and South Africa. Currently, she is overseeing Sesame Workshop’s partnership with the IRC to launch an early childhood development intervention in Jordan, Lebanon, Iraq and Syria, to address the needs of children affected by the Syrian conflict. Rosenfeld holds a BA in Political Science from Tufts University and an MBA from Yale University.  She currently resides in New York with her husband, four children and dog.

 

Nina Montgomery is an archaeologist-turned-strategist who has advised a global portfolio of clients - including Nike, Google, Diageo, and Unilever - on initiatives to build more purpose-led brands and businesses. She currently works at IDEO and is a fellow at TRIPTK. In addition to her professional work, Nina is a PhD candidate at the University of Oxford where she studies anthropology and business. Drawing on this work, Nina has edited two books published by Routledge, the world's leading publisher in the Humanities and Social Sciences, in February 2018. These books bring together leading cross-sectoral voices to discuss how we must adapt our organizations to meet the demands of the twenty-first century. The first book, Perspectives on Impact, focuses on the recalibration of social sector organizations to tackle wicked problems; the second, Perspectives on Purpose, looks at the shifting role of the corporation in society through the lens of purpose. Nina received a BA in Classics from Dartmouth College and is a graduate of the University of Oxford, where she received a masters in Classical Archaeology as a Reynolds Scholar.

Panel BREAKOUT SESSION ONE: 11:00 AM - 12:15 PM

BUILDING ON TRUST:
Redesigning Funding Models and Funder-Grantee Relationships

The “overhead myth.” The “nonprofit starvation cycle.” There are countless well-documented and well-researched reports that show how the deprioritization of infrastructure holds organizations back and prevents effective generation of impact. And yet, the idea that low overhead is what defines an effective nonprofit, and that charitable giving should be directed to organizations who spend the highest percentage on programming, is longstanding and pervasive—found everywhere from grant applications to viral Facebook posts.

How can foundations and funders stay accountable to their own missions and metrics while allowing their grantees to be most effective? What improvements can new models of funding bring to the sector at large? How can funders and grantees communicate and collaborate to achieve goals driven by shared values? In this session, we’ll examine innovative ways that funders are supporting organizational capacity and forging stronger funder-grantee relationships—and how this can be leveraged to reshape a broken paradigm.

PAnelists:

Victoria Dunning: BUILD Program Officer, Ford Foundation

Allison Moomey: Management Consultant, Management Assistance, Robin Hood Foundation

Marissa Guananja: Program Officer, Family Economic Security at W.K. Kellogg Foundation

Moderator:

Judith Chevalier: William S. Beinecke Professor of Finance and Economics, Yale School of Management

ADDITIONAL SPEAKERS TO BE ANNOUNCED

Panelist Bios:

Victoria Dunning is a program officer for BUILD at the Ford Foundation. The 5-year, $1 billion BUILD initiative builds institutions and networks through multiyear general support and institutional strengthening. Victoria also leads BUILD’s efforts in learning and evaluation. She has more than 20 years of philanthropy and international development experience with nonprofit organizational development, assessment, and evaluation, particularly in the Global South.

Prior to joining Ford, Victoria was executive vice president of The Global Fund for Children, where she provided grants and capacity-building support to small grassroots organizations around the world. She previously served as senior program officer for women and population at the United Nations Foundation, where she oversaw a program portfolio on strengthening youth health and development and maximizing access and quality of reproductive health services with the UN and international NGO partners. Before that, Victoria was at the Pacific Institute for Women’s Health where she oversaw research and evaluation activities on youth development and women’s health in East and West Africa. Her previous positions include NGO sector adviser at USAID Tanzania, clinic manager for the Young Men’s Clinic in New York City, project design and development trainer with developing-country professionals, and Peace Corps volunteer in West Africa. Victoria is a frequent speaker and writer on philanthropy practice, capacity building, and learning and evaluation at universities, conferences, and in philanthropy and social sector publications. She has a master’s degree in public health from Columbia University and a bachelor’s degree in politics and international affairs from Mount Holyoke College.

Allison Moomey is a Management Consultant at Robin Hood. She works with Robin Hood’s community partners to meet capacity building needs across a variety of areas, including strategy, technology, and human capital. Prior to Robin Hood she worked at McKinsey & Company, where she spent time as both a generalist consultant and as the US Manager for Generation, a workforce development nonprofit McKinsey launched in 2014. Before her time in consulting, she worked as a Kiva Fellow and Teach for America Corps Member. She holds an MBA from the Yale School of Management and BS in International Business from Pepperdine University.

Marissa Guananja is a program officer for Family Economic Security at the W.K. Kellogg Foundation in Battle Creek, Michigan. As a member of the Family Economic Security team, focused on systems change, Guananja identifies and supports grantmaking that  improves the economic security of low-income and workers of color. She stewards investments in organizations and leaders that elevate worker voice and protect worker rights, and that build the economic power of communities of color. Guananja recommends proposals that address the precarity and volaity that low-income workers and communities of color face. From addressing the root causes of that precarity – the fissuring of the workplace, the impact of technology on workers, and the diminished avenues for workers to seek recourse for workplace grievances – to identifying tools and resources that allow families to navigate uncertainty – a robust social safety net and safe and affordable financial products and services.

Before joining the foundation in 2015, Guananja served as the director of CONNECT (operated by The Neighborhood Developers) in Chelsea, Massachusetts, and managed staff, committees, and board members to carry out CONNECT’s mission of moving families in poverty to economic stability. Marissa has also held various positions with Neighborhood Developers, the National Committee for Responsive Philanthropy and served as a board member with Massachusetts Community and Banking Council. Marissa received her bachelor’s degree in psychology from Mount Saint Mary’s College in Los Angeles, and her master’s degree in public policy from George Washington University in Washington, D.C. Marissa is fluent in Spanish.

Judith Chevalier's research is in the areas of both finance and industrial organization. Some of her recent research examines the interaction between customer reviews and firm strategy, consumer foresight in markets for durable goods, the impact of state regulations in the market for funeral products and services, and the taste for leisure as a determinant of occupational choice. She has written a series of papers on the economics of electronic commerce, the interaction between firm capital structure and product market competition, price seasonality and cyclicality, and tests of models of agency relationships and career concerns, and firm diversification. Recently, her work has focused on the effects of new technologies on firms, individuals, and policy. She is a former co-editor of the American Economic Review and of the Rand Journal of Economics.  


LUNCH SESSION: 12:30 PM - 1:30 PM

Fireside Chat:
DEMYSTIFYING RURAL PHILANTHROPY

How can philanthropy work to dispel the dichotomy between “coastal elites” and “real America” and provide support to rural communities? Social impact initiatives in rural areas face unique challenges, opportunities, and organizational needs, which require nuanced understanding from funders based in rural and urban areas. This fireside chat will pair perspectives from philanthropy and social enterprise to explore the factors affecting efforts to fund change in rural America.

PAnelists:

Sara Chester and Molly Hemstreet: Executive Co-Directors, The Industrial Commons

Lavastian Glenn: Director, Racial and Economic Justice, The Nathan Cummings Foundation

Panelist Bios:

Sara Chester is the Executive Co-director for The Industrial Commons. She co-founded the organization in 2015 to create more opportunities for working class people in rural communities. She graduated from the University of North Carolina at Chapel Hill then returned to her hometown of Morganton, NC, to take a position at Burke Development, Inc., plant roots and start a family. Sara has worked in economic and community development for six years, focusing much of this time on place-based initiatives that grow local wealth. She was awarded an International Economic Development Council (IEDC) award for Innovative Economic Development and was named in 2017, along with Co-Director Molly Hemstreet, a J.M.K. Innovation Prize awardee. Sara enjoys being out in the woods, camping or hiking, and spending time with her husband and two kids.

Molly Hemstreet is the Executive Co-director for The Industrial Commons. She co-founded the organization in 2015 to support industrial workers across her region. She is a native of Morganton, NC where she continues to work and raise her family. After attending Duke University she returned home to teach in the public school system. She then worked for the Center for Participatory Change organizing economic development initiatives across rural Western NC in a response to the need for fair livelihoods. In 2008 she founded Opportunity Threads, currently the largest, US based worker-owned, cut and sew facility. She also co-founded the Carolina Textile District in 2013, a strategic value chain supporting the resurgence of textiles across the Carolinas. Molly serves on the national board of the Democracy at Work Institute (DAWI). She loves being with her family and, when she has time, she likes to play the fiddle.

Lavastian Glenn joined the Foundation in November 2018 as its Director, Racial and Economic Justice. She has nearly two decades of experience leading racial and economic justice through community-based problem solving and philanthropic strategy across the South. Most recently, Lavastian served as Program Director at the Mary Reynolds Babcock Foundation (MRBF) in Winston-Salem, North Carolina, which works to alleviate poverty and increase social and economic justice in 11 Southern states. There, she led a significant portfolio that brought together funders, community partners, and nonprofits to envision, design, and implement programs that build power, wealth, and racial justice in communities. Recognizing the historic role of the South in the civil rights movement and its ongoing, profound influence on the direction of the nation, she also helped create Grantmakers for Southern Progress, a working group of Southern and national philanthropic organizations committed to increasing investment and attention for structural change in the region.

Lavastian received a Bachelor of Arts degree in sociology from Wake Forest University and participated in a number of local, regional, and national trainings, including NeighborWorks, the People’s Institute for Survival and Beyond, Crossroads’ Dismantling Racism, the North Carolina People’s Coalition on Giving, the Southeastern Council of Foundations Hull Fellowship (2007), and the ABFE Connecting Leaders Fellowship (2012). She currently serves on the board of Neighborhood Funders Group and as a co-chair of Grantmakers for Southern Progress, a collaboration of funders that advocates for increased investments in the South for structural change and equitable outcomes for low-wealth communities.

Panel BREAKOUT SESSION TWO: 1:45 PM - 3:00 PM

FINDING COMMON GROUND:
Driving Impact through Values-Based Partnerships

As contemporary philanthropic ideals prioritize transformation of systems over treatment of symptoms, it is no longer tenable for a single organization to tackle an issue from just one direction. Fighting increasingly complex challenges with limited resources requires intentional and effective collaboration.

What is needed for a truly actionable and impactful partnership? How can organizations take collective action based on common values? How can partners form a common agenda when individual values diverge? What are some of the opportunities for impact, and some of the recurring challenges, in cross-sector collaboration? In this session, we will hear from leaders in the philanthropic and nonprofit space who are pursuing partnerships and forging new alliances in innovative and impactful ways—and reflect on how these lessons can be replicated for the field at large.

PAnelists:

Frances G. Padilla: President, Universal Health Care Foundation of Connecticut

Steve Mott: Chief of Staff, HELP USA

David Muhammad: Executive Director, National Institute for Criminal Justice Reform

Moderator:

Peter Crumlish: Executive Director, Dwight Hall at Yale

Panelist Bios:

Frances G. Padilla was appointed President of Universal Health Care Foundation of Connecticut in September 2012. She has held various leadership positions in the organization since joining the Foundation in 2004, in addition to spearheading the Foundation's research and policy initiatives, which led to the design of the landmark SustiNet law in 2009, and building block health care reform legislation passed in 2011. Her career in philanthropy, which began as a program officer at the Hartford Foundation for Public Giving, spans over 30 years. She later held positions at the Community Foundation for Greater New Haven before running her own business, New Paradigms Consulting.

Frances serves on the Connecticut Health Care Cabinet as well as on the Steering Committee of the State Innovation Model (SIM) Initiative, advising on implementation of a $45 million federal grant to the state of Connecticut. SIM is designed to improve community health and eliminate inequities, ensure superior access and quality to care; empower individuals to actively participate in their care; and improve affordability of health care costs.  In addition, Frances is a founding member and past co-chair of the Leadership Council of the Connecticut Choosing Wisely Collaborative. She currently serves on the boards of Connecticut Council for Philanthropy, and Planned Parenthood of Southern New England.  Until recently she served on the board of Qualidigm. A New Haven resident and native of New York City, Frances is a graduate of Wesleyan University and holds a Master's Degree in Public Administration from the Harvard Kennedy School.

Steve Mott is the Chief of Staff of HELP USA, a national homeless service and low-income housing non-profit headquartered in New York. Steve is in charge of strategy and long-term planning at HELP and under his leadership the organization has nearly doubled in size and expanded into three new states. Steve is also responsible for HELP’s inter-departmental organizational modernization and transformation projects, community relations, and government affairs. Prior to joining HELP in 2012, Steve worked at an anti-poverty non-profit in East Harlem. Before moving to New York, Steve was a policy advisor to U.S. Senator Sheldon Whitehouse, where he focused on commerce and technology. Steve has a BA from Harvard University, and an MBA from the Yale School of Management. He lives in Larchmont, NY with his wife, two children, and two dogs.

David Muhammad is a leader in the fields of criminal justice, violence prevention, and youth development. Mr. Muhammad is the Executive Director of the National Institute for Criminal Justice Reform (NICJR). Through NICJR, David serves as a lead consultant and technical assistant provider to the Sierra Health Foundation’s Positive Youth Justice Initiative, supporting probation departments throughout the State of California to transform their juvenile justice practice. David also provides leadership and technical assistance to the CeaseFire Violence Reduction Strategy in the cities of Oakland and Stockton, California. Mr. Muhammad is also a consultant and technical assistant provider to Cities United, a national initiative to drastically reduce the Black male homicide rates in American cities.

As a graduate of Howard University’s School of Communications, David also has an extensive journalism career. Since 1997, Muhammad was a contributing editor and television show host for Pacific News Service in San Francisco. His columns continue to be published in publications around the country. David was the editor of the “Seeking Solutions to Black on Black Crime” series in the Globe Newspapers from 2007-2009. In honor of his work with youth, Muhammad received the 2000 Community Leadership Award and Fellowship from The California Wellness Foundation, honoring community leaders who are involved in violence prevention. In 2002, he was awarded the prestigious Next Generation Leadership Award from The Rockefeller Foundation. Muhammad's proudest accomplishment is being a father to his three children.

Peter Crumlish serves as the Executive Director and General Secretary of Dwight Hall, Yale’s student-led center for public service and social justice. After graduating from Cornell with an A.B. in History, Peter lived abroad in Thailand and Japan, teaching English and writing. He served in the Peace Corps in the Philippines from 1996-98 as a teacher trainer, where he met his wife, Sara, a fellow PCV. After Peace Corps, Peter worked as a community organizer in the Bronx and ran a nonprofit public/private partnership with the New York City Parks Department, building community engagement around parks and public spaces in the five boroughs of the city. Peter later taught Western Philosophy and World Religions at a boarding school in Maine, where he also served as the Director of College Counseling and as the Housemaster of the freshman and sophomore boys’ dorm. He received a Master of Arts in Religion summa cum laude from Yale Divinity School in 2009 and afterward returned to nonprofit work in New Haven, serving as the director of resource development for Neighborhood Housing Services of New Haven. In 2013, Peter became the head of Dwight Hall at Yale, a 130-year-old institution founded by undergraduates whose mission is to nurture and inspire students as leaders of social change and advance justice and service in New Haven and abroad. He lives in the Edgewood neighborhood of New Haven with his wife, Sara, his three sons, and his dog, Bridie.

Panel BREAKOUT SESSION TWO: 1:45 PM - 3:00 PM

NEW VEHICLES FOR CHANGE:
How Individuals Embody Their Values Through Giving

The modern philanthropic sector was born out of the desire to leave something behind; foundations, bearing the names of their founding benefactors, would remain in perpetuity, ensuring their legacy would endure for generations to come. However, more and more philanthropists are turning away from traditional models of philanthropy, expecting to see their works’ effectiveness during their lifetime. From the Giving Pledge to donor-advised funds, wealthy individuals have been shaping new vehicles for social change.

What values are behind this new cohort of high-net-worth individuals to leverage their wealth in these ways? How effective are these new models of giving? What does it mean when determining the best ways to achieve social goals are in the hands of the wealthy? In this session, we’ll explore several new methods of philanthropic giving—and discuss what this might mean for the future of both philanthropy and society.

PAnelists:

Hali Lee: Co-Founder, Faces of Giving

Ray Madoff: Professor, Boston College Law School; Director, Forum on Philanthropy and the Public Good

Dominic Pepper: Assistant Vice President, CCS Fundraising

Margot Seigle: Leader, Resource Generation

Panelist Bios:

Hali Lee is the founder of the Asian Women Giving Circle, the nation’s first and largest group philanthropic vehicle for Asian American women. She has worked in many capacities, often combining her love of learning, the arts and social change. Hali is the former executive director of a domestic violence service provider, the Korean American Family Service Center, and has been a development director at progressive independent schools, including the Blue School. She has served on several boards, including the New York Women’s Foundation and the Korean American Family Service Center. Currently, Hali is on the Board of Amplifier, which is a large successful network of giving circles inspired by Jewish values and changemakers making a difference around the world. She is a frequently in demand as a speaker to share her expertise about giving circles and group philanthropy. Among other organizations and conferences, she has spoken on a panel on Women in Philanthropy at the New York Times, Kellogg Foundation’s Cultures of Giving, at the Women’s Philanthropy Institute’s national conference, at Philanthropy New York and at a recent National Summit for Family Philanthropy.

Hali has been honored for her exemplary leadership and activism in communities by the New York Women’s Foundation, Asian American Arts Alliance, and the New York Chinese Cultural Center. She graduated from Princeton University with a B.A., studied Buddhism at Mahidol University in Bangkok, and received an MSW from New York University. Hali immigrated to this wonderful country from Korea as an infant. She lives in Brooklyn, NY with her husband, three teenage children and lots of pets including a hive of bees. On the side, she makes wonderful honey and knits, supplying 60 of her activist friends with pussy hats for the Women’s March in 2017.

Ray Madoff is a Professor at Boston College Law School where she teaches and writes in the areas of philanthropy policy, taxes, property and estate planning. Professor Madoff is the Co-founder and Director of the Boston College Law School Forum on Philanthropy and the Public Good, a non-partisan think tank that convenes scholars and practitioners to explore questions regarding whether the rules governing the charitable sector best serve the public good. Professor Madoff is the author of: Immortality and the Law: The Rising Power of the American Dead (Yale), which looks at how American law treats the interests of the dead and what this tells us about our values for the living. The Financial Times called it "a sparkling polemic. "Professor Madoff is also the lead author on one of the top treatises on estate planning:Practical Guide to Estate Planning (CCH) (published annually from 2001-2014) and has written numerous articles and chapters in a wide variety of areas involving property and death.

Professor Madoff’s areas of expertise include philanthropy policy, the rights of the dead (including the ability of the dead to control their bodies, reputation, and property),estate taxes, comparative inheritance law, and wealth inequality and taxes. A regular commentator on a number of these topics, Professor Madoff has appeared on dozens of national radio shows including On PointTalk of the NationAll Things ConsideredHere and Now, and Marketplace, among others. Professor Madoff is a frequent contributor to the opinion pages of the New York Times, and has also published Op-Eds in theWashington Post, the LA Times, the Boston Globe and the Chronicle of Philanthropy. Professor Madoff is an experienced mediator and leading authority on the use of mediation to resolve will and trust disputes. Prior to teaching, she was a practicing attorney for nine years in New York and Boston.

Professor Madoff is a member of the American Law Institute, an Academic Fellow of the American College of Trusts and Estate Counsel and past president of the American Association of Law School’s Trusts and Estates Section. She was named a 2014 Top Women of the Law by Mass Lawyer’s Weekly.

Dominic Pepper has a decade of experience in the non-profit sector. With a focus on fundraising strategy development, program expansion, diversification, and execution. His CCS career has spanned a range of clients across multiple sectors.

Driving change both at the systems and grassroots levels, Dominic has advised strategic growth and turnaround strategies for clients to further capacitate each with a path to achieve new levels of measurable impact. Organizations that have benefitted from Dominic’s counsel include United Way Worldwide, Nationwide Children's Hospital, the National Constitution Center, the Arch/Dioceses of Brooklyn, NY and Toronto, ON, and various family foundations.

Prior to CCS, Dominic built a practice group for family education, governance, and philanthropy with the Society of Trust and Estate Practitioners' International Boutique Law Firm of the Year. There he advised families on innovative and effective philanthropy. He has been published for his writing on estate planning and has spoken at several planned giving conferences and nonprofit organizations.

Dominic serves on the board of several social service and education non-profit organizations including: New Jersey School Choice and Education Reform Alliance, National School Choice Week, the Tri-County Scholarship Fund, and Generation Citizen. He has served in an advisory role and committee member for: amfAR, Antiviolence Project, HRC, and the Audubon Society Young Members, among others.

Dominic earned his BA and M.Ed from the University of Notre Dame. A native New Jerseyan, Dominic loves Yankees baseball, Notre Dame sports, New England beaches, good coffee, and Wait, Wait Don’t Tell Me, the NPR news quiz.

Margot Seigle is a community builder and ritual weaver who co-runs a queer Jewish chicken farm and cultural reclamation project called Linke Fligl (left wing in Yiddish) and a market, cafe, and community space called Random Harvest. Margot hails from the Midwest and currently lives in the Hudson Valley, but calls the Jewish diaspora home. Margot deeply believes in the liberatory potential of song and is the co-creator of  Let My People Sing!, a Jewish singing retreat working to create spiritually & politically vibrant Jewish singing culture.  Margot was a founding member of Regenerative Finance, a project working to shift the economy by transferring control of capital to communities most affected by racial, economic, and environmental injustices.  From 2010-2017, Margot was a member leader within Resource Generation and was part of a collective that started the Hummingbird Fund for Migrant and Border Justice.  Margot is a proud board member of Jews for Racial and Economic Justice and The Watershed Center.  They fill their time with music and magic making, singing, creating art, cooking home grown meat and veggies, hanging with dear friends in a square house in Millerton, NY where they live, and dreaming and manifesting the world to come.  

Breakout SEssion Two: 1:45 PM - 3:00 PM

Hands-On Workshop:
LEADING WITH VALUES

What values – for you as an individual or for your organization – drive your decision-making? In this interactive workshop, led by Rockefeller Philanthropy Advisors in partnership with the Newman’s Own Foundation, you’ll examine how your values align with your individual career or organizational programs. You’ll also leave with an actionable framework for developing relevant values and incorporating those values in your day-to-day work.

PAnelists:

Amy Holmes: Program Director, Rockefeller Philanthropy Advisors

Renee Karibi-Whyte: Vice President, Marketing, Communications & Partnerships, Rockefeller Philanthropy Advisors

Moderator:

Kelly Giordano: Managing Director, Newman’s Own Foundation

Panelist Bios:

Amy Holmes leads the New York Advisory team, and directs strategic planning and program development for families, donor collaboratives and private foundations. She helps donors define their philanthropic goals and implement giving programs to achieve them. She manages philanthropy focused on music, literature and the arts, arts education, green spaces, and criminal justice system reform, and has overseen large-scale disaster response and community resilience initiatives. Amy joined RPA in 2004, and has researched and led giving programs in youth development, education, and the Afghan Women Leaders Connect collaborative fund.

Amy previously served as Development Associate for the Stanley M. Isaacs Neighborhood Center, a settlement house in Yorkville and East Harlem in New York. She serves as Chair of the board of the Support Center for Nonprofit Management, and as Secretary of the board of Harlem United, an agency providing medical, social, and supportive services for adults with HIV/AIDS. Amy received a Master of Public Administration degree from the Robert F. Wagner Graduate School of Public Service at New York University, and a B.A. from the College of William and Mary in English Literature. She lives in Queens with her husband and three young sons, and has gotten pretty good at cleaning smashed banana off Lego blocks.

Renée Karibi-Whyte heads up RPA’s efforts to drive sustainable, mission-related growth by disseminating thought leadership and expanding opportunities for client development. She is intimately involved with RPA’s Theory of the Foundation initiative as well as other knowledge-based projects that help clients and the sector create more thoughtful, effective philanthropy. She works closely with RPA’s client services teams on convenings, speaking engagements, presentations and communications domestically and internationally. As the lead for RPA’s partnership strategy, Renée actively engages with individuals, foundations and other organizations. Renée’s team is also responsible for knowledge management and the creation of content and materials that serve RPA’s mission of expanding the philanthropy sector.

Before joining RPA in 2017, Renée held various senior marketing roles in Thomson Reuters and worked as a Senior Division Manager for the American Conference Institute.  Prior to that, Renée practiced law at Morgan Lewis & Bockius in New York and at the U.S. Department of Justice in Washington, D.C. The first several years of her legal career were spent working for judges in the UN International Criminal Tribunal for the former Yugoslavia in The Hague (Netherlands), and in Federal District Court in the Eastern District of Michigan in Detroit. Renée has a law degree from Harvard Law School and a bachelor’s degree from Florida A&M University School of Business and Industry. She is an active volunteer and a mother of four.

Kelly Giordano is has over 20 years of experience in both the finance and nonprofit sectors. At Newman’s Own Foundation, she is responsible for leading the grants team, which includes developing, directing, and implementing the Foundation’s strategies, programs, and grants. Kelly started her career at Goldman Sachs as a controller in both the currency and commodities and private wealth management divisions, before leaving the firm to pursue a career in the nonprofit sector and corporate philanthropy. After Goldman Sachs, she interned at Channel Thirteen in New York City, and spent two years at The Metropolitan Museum of Art where she managed the museum’s Corporate Patron Program. Prior to Newman’s Own, Kelly spent five years at Lehman Brothers as a Vice President in the Corporate Philanthropy group and Assistant Treasurer of The Lehman Brothers Foundation. Kelly developed and managed the firm’s Employee Giving Campaign and Nonprofit Board Placement program, in addition to managing the Foundation’s financials, annual audit, and tax filing. Kelly received her bachelor’s degree in economics/finance and Spanish from Bucknell University. She lives in Norwalk, CT, with her husband and two children, and enjoys traveling, running, and hanging out with her kids. Kelly is a former Vice Chair of Norwalk Education Foundation and current Board Member of the Connecticut Council for Philanthropy.

2019 CONFERENCE AFTERNOON KEYNOTE SPEAKER

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Sherry Salway-black
board vice president,
Johnson Scholarship Foundation

Sherry Salway Black has worked for more than 40 years in American Indian issues at the American Indian Policy Review Commission; Indian Health Service, First Nations Development Institute, and with the National Congress of American Indians.

She currently serves as Board Vice President of the Johnson Scholarship Foundation, Prosperity Now (formerly CFED), and as chairperson for First Peoples Fund. She serves as a Trustee for the Native American Agriculture Fund. She also serves on the board of trustees for the National Indian Child Welfare Association and advisory committee for the National Congress of American Indians’ Policy Research Center. She has also served on: the board of directors for the Hitachi Foundation; the board of governors for Honoring Excellence in the Governance of Tribal Nations (Honoring Nations) of the Harvard Project on American Indian Economic Development; and the board of directors for the Council on Foundations where she was the treasurer and a member of the Executive, Finance and Investment, Membership, and Governance Committees.

Other past board positions includes First Nations Development Institute and Oweesta Corporation, American Indian Business Leaders, Native Americans in Philanthropy, the Hopi Education Endowment Fund, Trillium Asset Management Corporation, and Women and Philanthropy.

She was appointed by President Obama in 2011 to the President’s Advisory Committee on Financial Capability and in 2013 to the President’s Advisory Committee on Financial Capability for Young Americans.

Ms. Black has a Master of Business Administration degree from the University of Pennsylvania and a Bachelor Degree from East Stroudsburg University where in 2013 she received the Distinguished Alumni Award. In 2016, Ms. Black received a Special Distinguished Leadership Award from the National Congress of American Indians.

She is Oglala Lakota and is originally from South Dakota..

Following Ms. Salway-Black’s afternoon keynote, she will be joined by Baljeet Sandhu for a fireside chat.

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Baljeet Sandhu
Innovator in Residence at Tsai Center for Innovative Thinking at Yale (CITY)

Baljeet Sandhu is a UK human rights attorney, a Visiting Fellow of the Information Society Project at the Yale Law School, and Innovator in Residence at the Tsai Center for Innovative Thinking at Yale (CITY). Baljeet’s core interests span human rights, social innovation, and social and economic justice. She believes that the work of organizations tackling social and environmental issues needs radical transformation, and has spoken widely on the need for inclusive and equitable opportunities for changemakers with direct lived experience of the social issues and injustices we collectively seek to tackle.

Baljeet is an adviser to philanthropists, investors, and government departments, and is a founding partner of the 2027 Project, an exciting collaboration with leading UK organizations seeking to diversify the UK philanthropic sector and bring community power into grant giving. Before joining Yale University, Baljeet was the founding director of the Migrant & Refugee Children’s Legal Unit (MiCLU) and founding partner of Kids In Need of Defense UK, successfully leading a wide range of national and global legal, policy and access to justice strategies to protect the rights of vulnerable migrant and refugee children. She has served as a Special Adviser on the Asylum and Migration Advisory Committee for the UK Children’s Commissioner; the UK Home Office Children’s Asylum and Immigration sub-committee and has also served as an Expert Advisor to the Strategic Legal Fund for Vulnerable Young Migrants, where she helped shape and inform the design of an innovative funding program for strategic litigation and policy work in the UK.

Baljeet was the recipient of the UK Young Legal Aid Lawyer of the Year award in 2011; UK Clore Social Leadership Fellowship; 2017 Yale World Fellowship and is a fellow of the Vital Voices Female Global Leaders Partnership. In recognition of her work, she was honored with the DVF International Award during the Women in the World Conference at the United Nations in April 2017. This year at Tsai CITY, she has launched the Knowledge Equity Initiative (KEI), which will focus on how we can meaningfully and equitably value both lived and learnt experience to lead positive social change, innovation and entrepreneurship.