LEGACY 2007

"We make a living by what
we get; we make a life by
what we give."
Winston Churchill

Speakers

›: Graham Davies
›: Peter Hero
›: Virginia Esposito
›: Claire Gaudiani
›: Donald Kent
›: Mario Morino
›: Kavita Ramdas

Graham Davies

Dr. Graham Davies first developed his ideas on social investment in the early 1970’s at Cambridge where he researched his doctoral dissertation on Economics & Environmental Amenity.

He is Trustee of GEXSI the Global Exchange for Social Investment in London and Berlin, Founding Partner of Pall Mall Principals, raising market capital for Chinese companies, and Chairman of Beyond Wealth social investment.

Dr. Davies has advised global corporations, the World Bank, other international organizations, governments and individuals. He has worked in over 20 countries including Australia, China, Egypt, Fiji, Germany, Japan, Kenya, Kiribati, Malaysia, Norway, Papua New Guinea, Singapore, South Africa, Tanzania, UK, USA and Zambia.

One of his major interests is the blending of market capital and philanthropy to support new paradigms for the social investment economy. Dr. Davies is trustee of China’s first, largest and most successful charity China Children and Teenagers’ Fund, which is currently focused on incubating young entrepreneurs through social investment. His mentor at Cambridge in the 70’s was Nobel laureate Sir Richard Stone’s whose work on Social Accounting inspired the interest in a social and ecological as well as financial rubric for investment.

Dr. Davies' business career has been spent in international development as a Economist and Consultant, private investment banking in Hong Kong, Australia, and the Channel Islands, and off-shore fiduciary services in the private sector as Managing Director of Jardine Matheson Trust company, and in the third sector at Charities Aid Foundation in the UK where he founded Global Charity Trustees and Family Philanthropy.

He is a Member of the Advisory Council of the European Association of Planned Giving, was made a Fellow Commoner of Sidney Sussex College Cambridge in 2000 for philanthropy services, and is Fellow of the Royal Society of Arts, Manufactures & Commerce.

Peter Hero

From 1989–2007, Peter Hero was the President of Community Foundation Silicon Valley, which merged with another foundation in early 2007. At that time it had over $1.1 billion in assets and annual grants exceeding $100 million. The 50-year old foundation was recognized in 2001 as the national "Outstanding Foundation of the Year" by the Association of Fundraising Professionals (AFP), the only community foundation ever to receive this award. In 1999, CFSV created the Silicon Valley Social Venture Fund (SV2), the region's pre-eminent venture philanthropy giving circle, with a membership of 200 partners and nearly $3 million in grants in the first eight years.

Prior to this position, Peter was President of the Maine College of Art, a four-year college of art and design. He holds an M.B.A. from Stanford University School of Business, an M.A. (with Distinction) in Art History from Williams College, and (Honorary) Doctor of Laws from the Maine College of Art.

In 1991, Peter was appointed by President George Bush to a six-year term on the National Council for the Arts. In 2002, President George W. Bush appointed Peter to the National Museum Services Board. Both appointments were confirmed by the U.S. Senate. Other recent recognition includes the John Gardner Leadership Award (given by The American Leadership Forum), Lifetime Achievement in the Arts (by Arts Council Silicon Valley), and, in statewide recognition by the California Arts Council, Exemplary Contributions to the Arts.

Fortune Magazine, in an extensive article on CFSV, noted that, "It is Peter Hero, more than anyone else, who has shown Silicon Valley how to give...by channeling the area's distinctive culture into an unusual brand of charity: demanding, ambitious, self-conscious, creative, even risky—everything you'd expect from Silicon Valley."

Currently, Peter is the founding Chairman of the Public Broadcasting Service (PBS) Foundation and on the Board of Directors of the Skoll Foundation, eBay Foundation, PBS, Stanford University's Haas Center for Public Service, the American India Foundation, and in 2004, he was appointed a Synergos Foundation Global Fellow. Peter was a founding Director of The Entrepreneur's Foundation and is a past Board member of the Council on Foundations where he chaired the National Committee on Community Foundations. He chairs the World Bank Advisory Committee on global community foundation development.

Internationally, for more than a decade, Peter has been working overseas, particularly in Central and Eastern Europe, helping create a regional network of community foundations. Czech Republic President Vaclav Havel appointed him to the 2002 NATO Summit Council of Advisors in Prague. Peter is a lecturer at Stanford Graduate Business School (which has written a case study on CFSV) and his writing has been published in the United States and Europe.

Virginia Esposito

Virginia Esposito is the founding President of the National Center for Family Philanthropy. She writes and speaks on a broad variety of topics promoting philanthropic values, vision, and excellence across generations of donor families. Ms. Esposito served as the editor of Splendid Legacy: The Guide to Creating Your Family Foundation, and editor of The Family Foundation Library. In addition to her work on resources for family donors, she edited Conscience & Community: The Legacy of Paul Ylvisaker, a volume of writings and speeches of the late Paul Ylvisaker, foundation trustee, educator, and former dean of the Graduate School of Education at Harvard University.

Ms. Esposito currently serves on the Board of Directors for the Better Business Bureau's Wise Giving Alliance, the Independent Sector's Panel on the Nonprofit Sector Self Regulation Advisory Committee and Membership Committee, the Aspen Institute's New Philanthropic Vehicles and Practices Project Advisory Committee, and the Advisory Committee and Executive Team of New Ventures in Philanthropy, a project of the Forum of Regional Associations of Grantmakers that encourages new philanthropy.

A former Vice President of the Council on Foundations, Ms. Esposito served as founder of the Council's Program on Family Philanthropy, a three-year effort to build a base of support services for philanthropic families and advisors.

Claire Gaudiani

Dr. Claire Gaudiani is an expert on the history and economics of American philanthropy. She is clinical professor at New York University, where she directs the graduate program in philanthropic studies. She recently wrote The Greater Good (Henry Holt/New York Times Books). This widely-cited book argues that Americans are not generous because we are rich, but rich because we are generous.

Dr. Gaudiani served for 13 years as President of Connecticut College. She is a Fellow of the American Academy of Arts and Sciences, a director of The Henry Luce Foundation, MBIA Inc., and The National Council for Economic Education. She is a trustee of Worcester Polytechnic Institute and holds a Ph.D. in French literature from Indiana University.

In the July 26, 2007 issue of The Chronicle of Philanthropy, Dr. Gaudiani wrote "Let's Put the Word 'Nonprofit' Out of Business".

Donald Kent

Donald Kent brings twenty years of experience designing complex financial plans for high net worth families to his current role at Bernstein Global Wealth Management. For the past seven years, he and his team have worked closely with clients' and other professional advisors to craft comprehensive strategies that address all aspects of their clients' wealth management needs. Mr. Kent also works closely with a select group of charitable institutions in building their endowment programs and managing their assets.

Prior to Bernstein, he was a Vice President at United Jewish Communities (formerly CJF) and devoted 13 years to building Federations' planned giving and endowment programs. Mr. Kent was responsible for upgrading the investment/spending policies and implementing new development/marketing strategies for dozens of charities. He lectures widely on charitable gift planning and financial planning topics. Mr. Kent has taught a planned giving course at NYU and served on the national Board of the National Committee on Planned Giving and the local Planned Giving Group of Greater New York. He was one of the national directors of the Statue of Liberty Foundation, an Asst. Director at Columbia University's Earl Hall, and Asst. Dean of Students at Manhattan College. His M.A. is in Higher and Adult Education Administration from Teachers College, Columbia University.

Mario Morino

Mario Morino is co-founder and chairman of Venture Philanthropy Partners and chairman of the Morino Institute.

His career spans more than 40 years as entrepreneur, technologist, and civic and business leader. He also has a long history of civic engagement and philanthropy in the National Capital Region.

In the early 1970s, Mr. Morino co-founded and helped build the Legent Corporation, a software and services firm that became a market leader and one of the industry's 10 largest firms by the early 1990s. He retired from the private sector in 1992, and since then, his focus has been almost exclusively in the nonprofit sector.

Mr. Morino' s current private sector work is limited to his affiliation with General Atlantic LLC, one of the leading global private equity firms providing capital for growth companies driven by information technology or intellectual property. He has been associated with the firm for more than 20 years, initially as its second investment in 1983, later as a Special Advisor, and now as a member of its Executive Advisory Board.

In his philanthropic work, Mr. Morino founded the Morino Institute in 1994 to stimulate innovation and entrepreneurship, advance a more effective philanthropy, close social divides, and understand the relationship and impact of the internet on our society. In the 1990s, his efforts focused on the application of the internet in communities and, in particular, opening up new technology-enabled learning opportunities and centers for children and youth of low-income families. Concurrently, he played a leadership role helping the National Capital Region understand and advance its position as a world center in information technology and telecommunications.

In 2000, Mr. Morino co-founded Venture Philanthropy Partners as a philanthropic investment organization that concentrates investments of money, expertise, and contacts to improve the lives and boost the opportunities of children of low-income families in the National Capital Region. He has been one of the leaders in adapting the relevant principles of venture and private equity investment firms and applying them for investing in the nonprofit sector to build stronger, high-impact, lasting nonprofit institutions. He also helped bring together and continues to advance a growing community of high net worth donors in and around the nation's capital.

In addition to his roles with Venture Philanthropy Partners and the Morino Institute, Mr. Morino serves as a member of the board of trustees of The Cleveland Clinic Foundation, an honorary trustee of The Brookings Institution, an Emeritus Trustee of Case Western Reserve University, and on the board of technology company ObjectVideo. He is a special advisor to Echoing Green; a member of the PEACE X PEACE advisory council; a member of the advisory board for the Center for the Advancement of Social Entrepreneurship (CASE), The Fuqua School of Business, Duke University; and a member of the Board of Governors of the Partnership for Public Service. He also informally advises scores of organizations and individuals across a range of areas.

An active public speaker and writer, Mr. Morino has been the recipient of numerous awards and honors. He received a B.B.A. from Case Western Reserve University.

Kavita Ramdas

Kavita Ramdas is President & CEO of the Global Fund for Women, providing leadership and direction for the largest grantmaking foundation in the world focused exclusively on supporting international women's human rights.

During Ms. Ramdas' tenure, Global Fund assets have increased from $6 million to more than $21 million. Grantmaking has risen annually at a rate of 12 percent, and the number of countries in which the Global Fund has made grants has nearly tripled. Ms. Ramdas has also overseen the Global Fund's first ever endowment campaign and the creation of the groundbreaking Now or Never Fund to ensure women's participation on critical international issues.

Expertise: Women's human rights, social justice philanthropy, and international development.

Languages: Fluent Hindi/Urdu, English and German; conversational Tamil, Spanish, and French.

Experience: President and CEO of the Global Fund for Women (1996–present); Program Officer, Community Initiatives Program, John D. and Catherine T. MacArthur Foundation (1988–1996).

Current Affiliations: Mt. Holyoke Board of Trustees; Ethical Globalization Initiative Human Rights Policy Group; Council of Advisors on Gender Equity to the Woodrow Wilson School at Princeton University; African Women Millennium Initiative on Poverty and Human Rights Advisory Council; Castilleja School Board of Trustees; Women's Rights Prize Advisory Council of the Gruber Foundation; and Women's Funding Network Board of Directors.

Selected Articles: "Nothing Short of a Revolution," Conscience, The Newsjournal of Catholic Opinion, Volume XXVII-No.2, Summer 2006; "Feminists and Fundamentalists," Current History, Volume 105, Number 689, March 2006; "Philanthropy that Funds Transformation," Leadership Strategies for Charitable Organizations and Foundations, Inside the Minds, Aspatore Inc., 2006; "Global Women for Peace," Stop the Next War Now, Effective Responses to Violence and Terrorism, edited by Medea Benjamin and Jodie Evans, Inner Ocean Publishing, Inc., 2005; "We Would All Have a Say," If Women Ruled the World, How to Create the World We Want to Live In—Stories, Ideas, and Inspiration for Change, edited by Sheila Ellison, Inner Ocean Publishing, Inc., 2004; "Kavita Ramdas Interview," Caroline Hartnell, Alliance, Focus on Investing in Women, Volume 9, Number 3, September 2004; "Empowering Women—the Best Vaccine Against AIDS" The Commonwealth, May 2004; "A Different Vision." Race, Poverty & the Environment, Summer 2004.

Awards Since 2003: Social Capitalist Award, Fast Company, 2007; Women of Great Esteem Award, 2007; Girl's Hero Award, Girls' Middle School, 2007; Woman of Substance Award, African Women's Development Fund, 2005; Juliette Gordon Low Award, Girl Scouts of America, 2005; Woman of the Year for the Public Sector, Financial Women's Association, 2004; LEAD (Leadership for Equity & Diversity) Award, Women & Philanthropy, 2004; 2004 Bay Area Local Hero, KQED Radio, 2004; Women Who Could Be President Award, League of Women Voters, 2003; 21 Leaders for the 21st Century Award, Women's e-News, 2003.

Education: Master of Public Affairs, International Development Studies, Woodrow Wilson School of Public and International Affairs, Princeton University, 1988; B.A., Mount Holyoke College, 1985.