Lucy Bernholz, Ph.D. is the founder and president of Blueprint R & D, a strategy consulting firm specializing in program research and design for philanthropic foundations. She has worked as a program officer and consultant to foundations for 12 years. As a community foundation program officer, she supervised the implementation of special initiatives focused on neighborhood development, lesbian and gay community issues, management assistance, citizenship, and early adolescents. In her foundation work and as a consultant, she developed and managed grant programs in the arts and humanities, youth and community development, education, environment, health, historic preservation, and human services. Dr. Bernholz is a noted analyst of the philanthropic industry and has published numerous articles in the trade and general press, edited collections, and scholarly journals. She serves as a member of the International Network on Strategic Philanthropy, an adviser to Social Venture Partners Bay Area, as an advisory fellow of the Center on Philanthropy and Public Policy at the University of Southern California, on the advisory board of SmarterOrg, and on the Board of Directors of CompuMentor. She holds a B.A. from Yale University and an M.A. and Ph.D. from Stanford University.
C. Wolcott Henry, a former chairman of the National Philanthropic Trust, is also president and director of the Curtis and Edith Munson Foundation and the Henry Foundation, two private foundations which support natural resource conservation. Henry serves on the board of the World Wildlife Fund, and on the advisory boards of the American Fisheries Society, National Fish and Wildlife Foundation, Kellogg Graduate School of Management at Northwestern University and Kellogg Environmental Research Center. He is a graduate of Denison University with an M.M. from Kellogg Graduate School of Management.
Steven A. Kantor is Executive Vice President of Benefits Data Trust (BDT) an organization assisting poor seniors in the United States enroll and receive prescription drug benefits. Prior to joining BDT, Steve was Director of Market Development for SMART, LLP, a full service business consulting and accounting firm serving clients throughout the US and globally. Prior to joining SMART, he served as Business Development Manager and later became the Managing Director of the Philadelphia office of Jefferson Wells. He was the founding member of The Philadelphia Board for Corporate Governance and he serves on the board of advisors of the George and Lois Krall Center for Corporate and Executive Education at The LeBow college of business at Drexel University. He is founding member of The Delaware Valley Executives Counsel; advisory board member of The CARES Institute at The University of Medicine and Dentistry of NJ, board member of The Committee of Seventy; Vice President of the board of alumni of Rutgers University (Camden) and member of the board of Junior Achievement Delaware Valley. Steve is a graduate of Rutgers University with a B.S. degree in Business Administration and a concentration in marketing.
Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company and president of Leimberg Associates, Inc., a publishing and software company in Bryn Mawr, Pennsylvania. He is an Adjunct Professor in the Masters of Taxation Program of Villanova University School of Law, holds a B.A. from Temple University, and a J.D. from Temple University School of Law.
Jim Luck is the first ever president emeritus and senior fellow of the Columbus Foundation. During his 20-year tenure, the foundation grew from $50 million in assets to nearly $700 million, awarded $450 million in grants to charitable organizations, and ranks among the top 10 community foundations in gifts, grants and assets. Prior to joining the foundation, he was the executive director of the Battelle Memorial Institute Foundation, and the National Congress on Volunteerism and Citizenship, co-chairman of the HEW Task Force on Citizen Education, and director of forensics at Texas Christian University. Mr. Luck has been a consultant and advisor to the Peace Corps, National Science Foundation, National Endowment for the Humanities, and more than 20 community foundations. He conceptualized and created the first Leave a Legacy program, which is now in operation in more than 150 cities in the United States. He has served on a variety of corporate, community, and nonprofit boards, several of which include: Community Foundation of America, the AAFRC Trust for Philanthropy, The Cardinal Group of Funds; and Antioch University. Mr. Luck received degrees from Ohio State University (B.A.) and the University of Georgia (M.A.).
Stephen J. McCarthy is a senior vice president of KCG Capital Advisors, an asset management/foundation administration venture that he co-founded in 1994. He has more than twenty-four years of diversified experience in the financial services and foundation management sectors with Paine Webber Group, Security Pacific Corporation, and Deloitte Haskins & Sells, CitiBank and others. In the philanthropic arena, McCarthy has been involved with the Council on Foundations, the Association of Small Foundations, New York Regional Association of Grantmakers, National Center for Family Philanthropy, and the Support Center for Nonprofit Management. He is a graduate of Wesleyan University, and received an M.B.A. from the Stern Graduate School of Business at New York University. He also completed an Executive Education Management Program on Entrepreneurship and Venture Capital at the Wharton School, University of Pennsylvania.
Stephen C. Nill, J.D. is the founder and CEO of CharityChannel, an on-line community that has grown to include more than 100,000 nonprofit professionals from every continent of the world. Mr. Nill, an attorney with an expertise in the law of tax-exempt organizations, charitable planned giving, and taxation, is frequently quoted in Forbes, The New York Times, Chronicle of Philanthropy, Nonprofit Times, London Times, and The Wall Street Journal, and on numerous national and local television and radio programs. Mr. Nill's law practice tax-exempt clients include many of the largest nonprofit institutions in the United States, and his charitable planned giving clients range from the top 50 wealthiest families in the world. In addition to his law practice and consulting activities, Mr. Nill has served as Vice President of Development in a West Coast nonprofit hospital chain, Chief Executive Officer and General Counsel of one of the fastest growing health care foundations in the United States, and as Chief Development Officer of a major West Coast university. He has raised more than $100 million for charity, and has created and administered programs that have produced nearly $1 billion in charitable contributions.
Patricia Patrizi, Principal, Patrizi Associates, is a consultant working with a broad range of nonprofit organizations and philanthropies in the areas of evaluation, strategic planning, and organizational learning. She directed the Practice Matters project, and chairs the Evaluation Roundtable, a group of evaluation and program executives at the nation's largest foundations dedicated to improving evaluation practices across philanthropy. Previously, she served as Director of Evaluation at the Pew Charitable Trusts, and conducted health services research as a senior analyst at the Leonard Davis Institute of Health Economics of the University of Pennsylvania and was a member of the faculty. Ms. Patrizi holds degrees from Bryn Mawr College and the University of Pennsylvania. She is a research fellow at Harvard University. She is a member of the United Way Task Force on Impact; the advisory board to evaluate Child Care Matters, through Temple University's Center for Public Policy; and the advisory committee for the Aspen Institute Nonprofit Sector and Philanthropy Program.
Renata J. Rafferty is the founder and principal of Rafferty Consulting Group. For more than two decades, she has assisted individuals, families, and foundations in defining and maintaining a clear focus in their philanthropic activities. Her firm also provides comprehensive consulting, training, and facilitation services for nonprofit and public agencies operating in areas that include education, the arts, health and community, and social services. She has been profiled in Inc. magazine, and writes a weekly column on nonprofit and philanthropic issues for a major Gannett newspaper. Ms. Rafferty is also a lead instructor with the Southern California Center for Nonprofit Management in Los Angeles, and co-founded The Nonprofit Leadership Consortium and the Executive Director's Roundtable, both in Riverside County, California. Ms. Rafferty holds a Bachelor of Arts degree from Loyola University of Chicago, a Master of Arts degree from Tufts University in Boston, and is a former Fulbright Scholar with the Jagiellonian University in Krakow, Poland.
Nadya K. Shmavonian is an independent consultant who provides strategic direction and management development to foundations and nonprofit organizations. She brings extensive foundation management experience to her practice, including 12 years at The Pew Charitable Trusts where she was executive vice president. Among Ms. Shmavonian's foundation clients are: the Rockefeller Foundation, The California Endowment, The Carnegie Corporation of New York, The Andrew W. Mellon Foundation, The Pew Charitable Trusts, the John Templeton Foundation, the Joyce Foundation, and several other private foundations. Ms. Shmavonian serves on a number of non-profit boards including: The Center for Bioethics of the University of Pennsylvania, The Compatible Ventures Group (a research and development arm of the Nature Conservancy), The Pew Fellowships in International Journalism, Abington Memorial Hospital Foundation, and Chestnut Hill College. Ms. Shmavonian holds a B.A. from the University of Chicago, and an M.B.A. in health care management from the Wharton School of the University of Pennsylvania.
Patricia D. Wellenbach is managing director of business development and strategic initiatives with Granary Associates. She possesses extensive experience in the health care and nonprofit sectors in the areas of organizational dynamics, business development, governance and strategic planning. Her professional experience includes serving as the executive director of The Wellness Community (Philadelphia), staff development coordinator -- obstetrics at Pennsylvania Hospital, and as a staff nurse. She currently serves on the boards of Abington Memorial Hospital Foundation, and Pennsylvania Academy of the Fine Arts. She also serves on the Breast Cancer Advisory Committee of Thomas Jefferson Memorial Hospital. She is a recipient of the Benjamin Rush Award presented by the Philadelphia County Medical Society recognizing lay persons that have made outstanding contributions to the health and welfare of people in the United States. She received a Bachelor of Science in Nursing from Boston College, and completed the UCLA Health Care Executive Program.
John F. White, Jr. is President and CEO of The Consortium, a Community Mental Health/Mental Retardation Center in West Philadelphia. In this role, he advocates for the health and well being of the consumers in the West Philadelphia Community. Mr. White served as a member of Pennsylvania's House of Representatives and during his five-year term, he sponsored several key pieces of legislation tackling a range of public policy concerns. As a member of Philadelphia's City Council, he served as Chairman of Council’s Health and Human Services Committee. Mr. White formerly served as Pennsylvania's Secretary of the Department of Public Welfare – the Commonwealth’s largest State agency. He also completed a four-year term as the Executive Director of the Philadelphia Housing Authority (PHA), which, prior to his arrival, was one of the most troubled housing authorities in the country. Under his leadership, PHA was removed from the federal list of “troubled” housing authorities by the Office of Housing and Urban Development and became a model that has been hailed as one of the nation’s best. Mr. White attended West Chester University and the John F. Kennedy School of Government for Senior Executives.