Grantmakers for Effective Organizations
Bank of America
Jaser is the program manager overseeing content and peer learning for Grantmakers for Effective Organizations (GEO). He supports planning, development, and refinement for the continued expansion of GEO’s content and peer learning opportunities. Jaser comes to GEO after working at Philanthropy Colorado, a regional association dedicated to serving, convening, and managing funder peer cohorts. Before working for Philanthropy Colorado, Jaser completed a one-year Fulbright Program Fellowship in Rubavu, Rwanda, where he coordinated with the U.S. Embassy to conduct weekly programs and research at the American Corner, a resource center that aims to increase understanding between Rwanda and the United states. Prior to working in Rwanda, he participated in the Duke University India Summer School for Future International Development Leaders. This field research position in Udaipur, India, allowed him to analyze and propose creative, locally-sourced approaches to rural development. Jaser received a Master of Public Policy degree from the University of Denver’s Josef Korbel School of International Studies and graduated from the University of Denver, where he was a Boettcher Scholar majoring in International Studies and Political Science.
Carrie is president of the Durfee Foundation in Los Angeles, California, which focuses on leadership by providing fellowships, grants to new organizations, 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 BA from Stanford University, her JD from the University of California at Berkeley, and was a Georgetown University Women’s Law and Public Policy Fellow. She serves on the boards of Grantmakers for Effective Organizations and the Berkeley Repertory Theater, in addition to serving on the Steering Committee of the Trust-Based Philanthropy Project. She also served as board chair of both the National Center for Family Philanthropy and the Northern California Grantmakers, where she founded the Family Philanthropy Exchange. Furthermore, Carrie served as co-chair of the Lawyers’ Committee for Civil Rights of the San Francisco Bay Area.
Nicole is a vice president and philanthropic strategist with Bank of America’s Philanthropic Solutions. She has worked with the bank’s philanthropic clients nationally since 2014. She provides guidance to nonprofit board members and leaders to help advance their missions with impact and sustainability. Her areas of focus include strategic planning, marketing and communications, development and donor cultivation, organizational change management, and governance best practices. She serves as a key voice in her team’s thought leadership on essential topics and emerging trends in philanthropy. Nicole holds a dual BA in English from San Diego State University and has completed a custom interdisciplinary honors curriculum exploring the psychology of written and visual communications. A Hawai’i native and active volunteer since childhood, she is a passionate believer in the nonprofit sector’s ability to foster meaningful social evolution.
Ivy Tech Community Colleges of Indiana
Tiffany R. Benjamin
Eli Lilly & Company Foundation
United Philanthropy Forum
Vice Chancellor - Fort Wayne
Kim Barnett-Johnson is the Vice Chancellor for Academic Affairs at Ivy Tech Community College’s Fort Wayne campus. In her more than twenty-five years of experience in higher education, she has served in numerous roles, including but not limited to teaching, admissions, and financial aid. Barnett-Johnson holds a Bachelor degree in Accounting/Systems from Taylor University, and a Master of Liberal Arts from IPFW, and a PhD in Higher Education Administration from Indiana State. In 2008 she was named in INK Magazine as one of the “50 Most Influential African Americans in Higher Education”. Kim is originally from Fort Wayne, Indiana and is very active in the community. She serves the board for Questa, East Wayne Street Center, Parkview Multicultural Advisory Board, and the YMCA.
President, Eli Lilly and Company Foundation
Tiffany is Senior Director, Corporate Responsibility and Global Health Programs. She also serves as president of the Eli Lilly and Company Foundation. In her Senior Director role, she manages the company’s civic engagement, corporate social responsibility efforts, disaster relief efforts, and global health initiatives. Prior to that, she was Senior Director, Litigation and Legal Compliance, Assistant General Counsel, Assistant Corporate Secretary and she served as the company’s anti-corruption counsel and legal counsel on the company’s privileged internal investigation process. Prior to joining Lilly, Tiffany served as Senior Investigative Counsel for the democratic staff of the U.S. House of Representatives Energy and Commerce Committee, working on investigations into national matters including the Deepwater Horizon oil spill, the Wal-Mart Mexico bribery allegations, the 2012 fungal meningitis outbreak, and the Solyndra loan guarantee investigation. Before joining the committee, she worked as an associate in the D.C. office of King and Spalding as a member of its Special Matters team, handling white collar matters and government investigations. She has a law degree from Harvard Law School and an undergraduate degree from Indiana University.
President & CEO
David Biemesderfer is a President and CEO of United Philanthropy Forum, a role he began in January 2016. Since starting at the Forum, David has led the organization through a period of notable growth and transformation. He was named to the "2018 NPT Power & Influence Top 50" list by The NonProfit Times.
David is a seasoned executive with more than 25 years of experience in the philanthropic sector and deep expertise in communications, public policy, research and association management. Prior to his role at the Forum, David served as President and CEO of Florida Philanthropic Network (FPN), a statewide network of philanthropic organizations working to strengthen and grow philanthropy in Florida. He joined FPN in 2009 as Vice President and served as FPN’s President & CEO starting in June 2010. Under David’s leadership, FPN’s membership grew sevenfold, its budget grew fourfold and its statewide presence increased significantly. He served on the Forum’s Board of Directors for six years.
David’s past experience also includes working for 10 years at the Minnesota Council on Foundations (MCF). He left MCF in 2004 as its Vice President of Communications and Information Services. David has also served as a consultant for a variety of foundations and other philanthropic clients in the areas of communications, public policy and accountability.
David has a bachelor’s degree in communications from Gustavus Adolphus College and a master’s degree in business administration from the University of Minnesota.
Delta Faucet Company
Indiana Philanthropy Alliance
Steuben County Community Foundation, Inc.
From the time Nathan was introduced to the book Conscious Capitalism in the fall of 2014, he was inspired to do more. He attended the Conscious Capitalism conference in 2015, and again in 2016, becoming a champion for the movement. Currently he serves as a Senior Manager in the Customer Solutions department at Delta Faucet Company, putting to use his experience in accounting, finance, international business, employer branding and customer service. For Nathan, Conscious Capitalism inspires him both personally and professionally to do more towards providing fulfillment in people's day to day lives. That conviction led him to be a critical contributor to the creation of the Conscious Capitalism chapter in Indianapolis.
A connoisseur of Michigan blueberries, Nathan is a graduate of Indiana University-Bloomington, Kelley School of Business, and received his MBA from Butler University; he has served as a board member for the Indiana chapter of the Society of Consumer Affairs Professionals (SOCAP). An Army National Guard veteran, he served a tour of duty in Kuwait and Iraq in 2003.
President & CEO
Jennifer Danic has provided nonprofit knowledge and leadership in her role as President and CEO of SCCF since 2011, but she has been part of the community for far longer. She was raised in the area and graduated from Angola High School.
While studying French and Business Administration at Hillsdale College, Jennifer found herself running a campus and community organization in her spare time. Through the encouragement of a mentor, she decided to pursue her passion for nonprofit work and attended the Center on Philanthropy (now Indiana University Lilly Family School of Philanthropy) for her Master of Arts degree in Philanthropic Studies. During her time in Indianapolis, Jennifer earned her CFRE (Certified Fund Raising Executive), Nonprofit Management Certificate, and Certificate in Fundraising Management. After spending a few years at the Goodwill Industries Foundation, Jennifer transitioned to her role at SCCF when their family moved back to Angola.
Indiana Bar Foundation
Richard M. Fairbanks Foundation, Inc.
Ball Brothers Foundation
Charles is the executive director of the Indiana Bar Foundation in Indianapolis, Indiana, and has been in that position since 2001. He graduated cum laude from the Indiana University McKinney School of Law in Indianapolis in 1996. As the executive director of the Indiana Bar Foundation, Charles is responsible for overseeing the day-to-day operations and programs of the foundation, which includes administration of the Indiana Interest on Lawyers’ Trust Account (IOLTA) program, grantmaking, and several civic education programs, including We the People and the Indiana High School Mock Trial program.
Prior to joining the Indiana Bar Foundation, Charles was the assistant director of planned fiving for Indiana University Foundation in Bloomington, Indiana, where he worked on numerous complex charitable gifts involving a variety of trusts, bequests, insurance gifts, and gifts of real estate. Prior to his work at the IU Foundation, Charles was an associate in the Muncie, Indiana, law firm of DeFur, Voran, where his practice focused on estate planning, trust and probate administration, charitable gift planning, charitable organization law, and business law.
Charles is a past president of the National Association of IOLTA Programs, treasurer of Indiana Philanthropy Alliance, a member of the National Advisory Committee for the Indiana University Center for Civic Literacy, a member of the Indiana University School of Public and Environmental Affairs Distinguished Alumni Council, and a past board member of the National Conference of Bar Foundations. Charles is also an adjunct faculty member at Indiana University’s School of Public & Environmental Affairs, a participant in the IU McKinney School of Law Military Commission Observation Project at Guantanamo Bay Cuba, and previously worked as a member of the timing and scoring staff of the Indy Car Series.
A Michigan native, Jud Fisher is a graduate of DePauw University and the Indiana University Lilly Family School of Philanthropy. He joined Ball Brothers Foundation in 2003 after working for Old National Bancorp. In addition to his duties as president and chief operating officer of BBF, he serves on the boards of several regional and statewide organizations including the Indiana Commission for Higher Education, IU Health Ball Memorial Hospital, Edmund F. & Virginia B. Ball Foundation, Indiana Trust Wealth Management, Muncie Aviation Company, First Merchants Corporation, Owl Academic & Athletic Boosters, and the IU Lilly Family School of Philanthropy Board of Visitors. He is the great-grandson of Ball Brothers Foundation founder Edmund B. Ball. As president and chief operating officer, Jud leads a dedicated board and staff in carrying out the mission of the Ball Brothers Foundation.
Healthcare Foundation of La Porte
Jason serves as the W.K. Kellogg Community Philanthropy Chair at the Johnson Center for Philanthropy, the nation’s first endowed chair focused on community philanthropy. Additionally, he is President of Ktisis Capital Advisors through which he serves as a strategic advisor to a mix of progressive individual donors, families, foundations, and philanthropic collaboratives. He serves as board chair of the Proteus Fund; co-founder and chair of the Solidaire Donor Network; and on the boards of both the Threshold Foundation and Michigan Civic Education Fund. He is also an advisory board member of Our LGBT Fund at the Grand Rapids Community Foundation and a member of Threshold’s High Impact Documentary Funding Circle, the West Michigan Progressive PAC, and WINGS: Worldwide Initiatives for Grantmaker Support. Prior to his appointment as the Kellogg Chair, he served as executive director of Bolder Giving, an organization that inspired people to give big and take more risks with their philanthropy, and he was credited by Melinda Gates as an inspiration for the billionaire Giving Pledge. He received his PhD in Public Administration from New York University’s Robert F. Wagner Graduate School of Public Service, where he also held an appointment for ten years as an award-winning adjunct professor teaching about philanthropy and social change.
President/Chief Executive Officer
Principal and Senior Vice President
Patrick Gibbons is Principal and Senior Vice President at Walker, an Indianapolis-based firm that helps organizations put customers and employees at the heart of their decisions. A seasoned marketing professional, he has produced countless, in-person and online events. Pat also serves on the leadership team for the Indianapolis chapter of Conscious Capitalism where he directs programming activities.
LOCUS Impact Investing
Grantmakers for Effective Organizations
Vice President and Solutions Consultant
Travis is vice president and solutions consultant of LOCUS, where he assists place-rooted foundations and organizations in implementing regional community economic development strategies to help people and places prosper. He authored a series of practitioner guides on value chain economic development focused on wealth-building for low income households. He also coordinated Rooting Opportunity, a national conference on emerging economic development practice. Previously, Travis served as program manager at the Aspen Institute in Washington, D.C., focused on regional community economic development and community development philanthropy. He was part of the team that organized and facilitated the Rural Economic Development Philanthropy Innovators Network. Travis also served as a research assistant for Building Integrated Communities, an effort by leaders in Durham, North Carolina, to make their community more welcoming to foreign-born residents. Travis is a graduate of Haverford College and has an MS degree in City and Regional Planning from University of North Carolina - Chapel Hill.
National Director/Coalition Catalyst
Carly Hare (Pawnee/Yankton) strives to live a commitment to advancing equity and community engagement through her professional and personal life. Carly serves as the Coalition Catalyst/National Director of CHANGE Philanthropy. Carly lead Native Americans in Philanthropy as its Executive Director from 2010-2015 after five years of membership, and serving on the NAP Board of Directors. Carly held the position of the Director of Development for the Native American Rights Fund from 2009-2010. She served as Director of Programs for The Community Foundation Serving Boulder County for five years.
Carly is currently the Board of Trustees Chair of the Common Counsel Foundation and Treasurer of the Highlander Research and Education Center Board of Directors. Carly has served on planning committees and presented at over 30 conferences at the intersection of equity and philanthropy. She is a proud daughter, sister, auntie, ally, friend and equity advocate. Carly’s Pawnee name is <i kita u hoo <i ]a hiks which translates into kind leader of men.
Director of Programs
Nichole is a director of programs at GEO. She joined GEO’s program team in 2015, supporting content planning and development for GEO conferences, remote learning opportunities, publications, and other programming. Before joining GEO, she worked at the Center for American Progress on their K-12 Education Policy team conducting research and writing about the implementation of the Common Core standards. Prior to this, Nichole taught middle and high school social studies at Ivy Collegiate Academy, an international boarding school in Taichung City, Taiwan, where she also served as the dean of students and the social studies department chair. Nichole earned her MS in public policy and management from Carnegie Mellon University’s Heinz College and her BA in history and education from Clarke University.
Goelzer Investment Management*
Bank of America
Danielle Holly is dedicated to creating previously unseen pathways for individuals to meaningfully contribute to making their communities thrive. Danielle is the CEO of Common Impact, an organization that brings companies and social impact organizations together to create meaningful change through skilled volunteerism. Recently recognized in BuzzFeed for one of the "30 Big Ideas that Can Change the World,” Danielle has led the social sector movement to channel individual talents as a force for good. For the past 13 years, she has helped Fortune 100 companies shape their community engagement and investment programs, supported nonprofits in effectively leveraging service for strategic ends and built the industry-leading tools that enable companies and nonprofits to work together effectively. In addition, she hosts Pro Bono Perspectives, a popular podcast now in its second season that highlights the careers of cross-sector leaders.
Danielle is a contributing writer for Nonprofit Quarterly and has been featured in Stanford Social Innovation Review. She is a member of the NationSwell Council, Chief, and serves on the Board of Directors for Women in Innovation and Fan4Kids.
Managing Director, Institutional Advisory Services
Donald J. Hutchinson leads Goelzer Investment Management’s Institutional Advisory Services Group and is a member of the firm’s Executive Management and Investment Policy Committees. With more than 25 years of financial industry experience, Don has achieved an impressive record in managing institutional portfolios. Before joining Goelzer Investment Management in 2007, Don was a Managing Director and Senior Vice President at JPMorgan. He also served as an Institutional Investment Consultant at Merrill Lynch & Co., Inc. where he co-managed larger institutional client portfolios.
Don is a Licensed International Financial Analyst. He earned a Bachelor of Science in Financial Planning from Purdue University. He is a founding Board Member and the Treasurer for New York based Cookies for Kid’s Cancer Foundation and serves on the Board of Cornea Research Foundation of America.
Managing Director, Market Strategy and Delivery Executive
William is a managing director, market strategy and delivery with Bank of America Private Bank based in New York. Experienced with investment policy and governance for endowed nonprofit organizations, he is responsible for strategic thought leadership with institutional and private philanthropic clients. Bill is a financial services executive and attorney who brings 35 years of experience to this role. He joined Bank of America Private Bank (formerly U.S. Trust) in 2017 from Commonfund. As the executive director of the Commonfund Institute, he led that firm’s educational, research, and professional development activities, serving as Commonfund Institute’s head of research for over ten years. During the course of his career, he has also worked at J.P. Morgan, Greenwich Associates, and Davis Polk & Wardwell. Bill holds a BA in English Literature from Yale University, a JD from the Northwestern University School of Law, and an MBA from the J.L. Kellogg Graduate School of Management. Bill does not provide legal advice in his role at Bank of America Private Bank.
Indiana Bar Foundation
O'Neill School at IUPUI
Charitable Allies, Inc.
Director of Civic Education Programs
Tim Kalgreen has been the director of civic education programs at the Indiana Bar Foundation since August 2019. His current responsibilities including leading programming (We the People, Mock Trial, U.S. Senate Youth Program, and Indiana Legislative Youth Advisory Council) and professional developments for teachers around the state. Previously, he was a program coordinator at the Ohio Center for Law-Related Education for 12 years. He has a bachelor’s degree in history and master’s degree in social studies and global education, both from The Ohio State University.
Professor, Paul H. O’Neill School of Public and Environmental Affairs
Professor Kennedy joined the O’Neill School at IUPUI in August 1998 as an assistant professor of law and public policy. Before coming to IUPUI, Kennedy had several careers: she practiced real estate, administrative and business law in Indianapolis, served as the city’s Corporation Counsel, and in 1980, was the Republican candidate for Indiana’s then 11th Congressional District seat. Kennedy was President of Kennedy Development Services, a real estate development company, from 1987-1992, when she became Executive Director of the Indiana Civil Liberties Union (the Indiana affiliate of the ACLU), a position she held until she joined the SPEA faculty.
Executive Director & Managing Attorney
Zac has an LL.M. (Masters of Law) concentrating on the special needs of tax-exempt organizations and has practiced law primarily for charities, focusing on organizational and compliance services. He earned a CFRM (Certificate in Fundraising Management) from the Lilly Family School of Philanthropy, and has been named a Practitioner-in-Residence at the IU Maurer School of Law in Bloomington.
Zac provides legal counsel for Indiana Philanthropy Alliance's Foundation Legal Help Desk. He speaks and publishes regularly regarding the unique needs of charities. Topics include identifying effective outcome measures, governance, board liability, human resources for small nonprofits and property tax exemption issues, among many others. Zac is a member of the board of directors for Indiana Philanthropy Alliance.
Community Foundation of Greater Fort Wayne
Transform Consulting Group
Suzie Light began her tenure with the Kosciusko County Community Foundation on August 7, 1993 as the Assistant Director. In January 1995, she was promoted to Executive Director, a position now called CEO. During Light’s leadership, the Community Foundation’s assets grew from just over $400,000 to more than $62 Million. The Community Foundation now awards more than $3 million in charitable grants annually, an amount 7.5 times greater than the total asset size of the Foundation when she started. Light has led the Community Foundation in the stewardship of a diverse board of directors, strong donor base and best practices in investing and grantmaking as evidenced by the Community Foundation’s achievement of National Standards for US Community Foundations. On March 1, 2020, Suzie Light moved to a part-time role as CEO Mentor. On June 30, 2020, Light will retire.
Brad is the president/CEO of the Community Foundation of Greater Fort Wayne and is responsible for setting the strategy to achieve the organization’s vision. He is also responsible for shaping the community foundation’s role as a civic leader, grantmaker, and philanthropic partner. Brad spent eight years working for his fraternity, Lambda Chi Alpha, where he became the Chief Operating Officer. He then went to the Carmel Dads Club where he was the first full-time executive director. Brad went on to become the president of the Hamilton County Community Foundation. His work there led to an opportunity to be a part of a foundation start-up in Ottumwa, Iowa, where he was the inaugural president/CEO of the Ottumwa Regional Legacy Foundation for seven years before coming back to Indiana. Brad has a bachelor’s degree in business administration from Ball State University and a master’s degree in business administration from Butler University.
Amanda is the president of Transform Consulting Group – a woman-owned, strategic and data-driven consulting firm based in Indiana. She has worked with community foundations, and other foundations, to support their community leadership and program impact goals. Her recent work with foundations has focused on implementing a collective impact model to help community foundations transition into a community leader/convener role. She has also worked with foundations and other nonprofit organizations to use data to accelerate their impact. Prior to starting Transform Consulting Group, she was the policy director of an association of human service organizations in Los Angeles and worked for the federal government at the U.S. Department of Health and Human Services in the Budget Office, the Head Start Office and the Children’s Bureau through the prestigious Presidential Management Fellowship program. Amanda holds a master’s degree in social work with a concentration in policy and program evaluation from the University of Michigan and a BA in Law and Society with honors from Purdue University.
Ekstrom Alley Clontz & Associates-MI
The Indianapolis Foundation/Central Indiana Community Foundation
Community Foundation of St. Clair County
A Chartered Advisor in Philanthropy®, Tony consults with donor families, grantmakers, and their advisors and associations about purpose, use of resources, action planning, and learning. In four years as executive director of the Roy A. Hunt Foundation, he facilitated changes in visioning, impact investing, grantmaking, trustee education, and operations for a multi-generation family. In twelve years and four roles at the Central Indiana Community Foundation, he led grantmaking and community change initiatives, advised generous entrepreneurs and families on philanthropic tools and strategy, attracted $39 million in assets and co-investments, and co-founded a social enterprise. Based in Fort Wayne, IN, Tony is a Senior Advisor to the Impact Finance Center, Associate with Ekstrom Alley Clontz & Associates, and consultant with the National Center for Family Philanthropy's community foundation network. He’s volunteered for more committees, task forces, and boards than he can remember.
Vice President for Development & Strategy
As vice president for development, Rob directs asset development strategies for CICF. Rob works with prospective donors to promote the advantages of partnering with CICF to fulfill charitable wishes. Prior to joining CICF, Rob was on staff at the Arts Council of Indianapolis as director of special projects. He led a citywide arts education study, as well as the agency’s strategic planning efforts and development activities. From 1994 to 2001, Rob served the Indiana Repertory Theatre (IRT) as director of development. He was responsible for managing the annual operating fundraising strategies and directing a $16.5 million capital and endowment campaign, which successfully exceeded its goal. He also has previous career experience at WFYI, the Indiana Arts Commission, and the Oakland Museum of California.
Rob serves or has served as a board member of the Lacy Leadership Association, Indiana Civil Liberties Union Foundation, VSA Arts of Indiana, Eastside Community Investments, and Dance Kaleidoscope. He is also one of the founders of and the executive producer for Spotlight, an annual citywide performing arts benefit for the Indiana AIDS Fund that has raised more $3 million in 15 years. Rob earned his Chartered Advisor in Philanthropy (CAP®) designation from The American College in 2010 and has completed ongoing education at Indiana University’s Center on Philanthropy in Indianapolis. Rob was a proud member of Class XXIV of the Stanley K. Lacy Leadership Series and continues on the SKL Advisory Committee.
Randy has been the president/CEO of the Community Foundation of St. Clair County since 2002. The Foundation has been recognized nationally for the creation and launch of the Come Home Reverse Scholarship program and its Complete Your Degree program. The Foundation has a heavy emphasis on leadership, placemaking and community prosperity. Prior to coming to St. Clair County Randy was the director of an education foundation in Metro Detroit, where he oversaw grant programs targeting engineering education at colleges and universities throughout North America. Randy began his career in nonprofit management in 1990 when he joined the staff of the Michigan Art-Train in Ann Arbor. He also spent several years with the American Heart Association until he took his first foundation job in 1997. Randy is a graduate of Eastern Michigan University.
LOCUS Impact Investing
Foellinger Foundation, Inc.
The Community Foundation of Muncie & Delaware County, Inc.
Senior Vice President
Deborah, senior vice president of LOCUS, has over 35 years of experience working in community economic development and community philanthropy as both a faculty member and practitioner. As senior vice president, she helps to manage LOCUS consulting services for place-focused philanthropic institutions. Together with the Aspen Institute Community Strategies Group, she is working to advance the practice of economic development philanthropy among place-focused foundations. She was lead author on a 2016 article for The Foundation Review entitled: “A New Domain for Place-Rooted Foundations: Economic Development Philanthropy.” In 2017-2018, she helped to lead a national peer learning cohort of community foundations exploring economic development philanthropy, and she has lead a peer learning cohort of Kansas community foundations working to explore, unlock, and deploy local impact investments in their communities. Deb has BS and MS degrees from Cornell University and a PhD from Virginia Tech.
Director of Programs
Dawn Martz has been with the Foellinger Foundation since 1990 and has served as the Director of Programs since 2018. Dawn provides the lead staff support for the program operations of the Foundation and monitors the grant administrative processes. In addition, she is responsible for the implementation of the Foundation’s evaluation strategy and newly designed evaluation system. Prior to joining the Foundation, Dawn was the Financial Development Director for the YWCA and worked in Economic Development for the City of Fort Wayne. Dawn earned her B.A. in Business and her M.S. in Education from Indiana University.
Senior Program Officer
Marcy Minton is Senior Program Officer for The Community Foundation of Muncie and Delaware County. She has served in that role for more than four years, previously serving as Community Engagement Director for almost two years. Prior to working for The Foundation, she served as Assistant Director for Resource Development for Ivy Tech Foundation East Central Region. She additionally currently serves as Deputy Trustee for Monroe Township of Delaware County. Marcy earned a Bachelor of Science degree in Business, Computer Information Systems from Indiana University in 1999 and master’s degrees in Adult and Community Education and Executive Development for Public Service from Ball State University in 2014.
In her role at The Community Foundation, Marcy manages the Foundation's primary competitive and strategic grants programs. Marcy also oversees strategic initiatives of the Foundation and works collaboratively with other program staff regarding fund management, scholarships, and other specialized grant programs of the Foundation. She is the primary liaison between the Foundation and its constituents regarding the grantmaking process providing support to grants committee members, grant applicants, and grant recipients.
Marcy’s current community service includes secretary/treasurer of the Muncie Delaware County Chamber of Commerce, president of the Altrusa Foundation of Muncie, communications chair of Altrusa International of Muncie, Indiana Inc., and secretary of the Blackhawk Athletic Booster Club. She and her husband, Jason, live in Muncie with their son and daughter.
Merrill Lynch Institutional Consulting
Indiana Citizen Education Foundation, Inc.
Chief Strategy Officer
Jeff Moore currently serves as chief strategy officer with Independent Sector, supporting the organization’s critical strategic visioning efforts as it guides the sector to meet the future needs of democratic society. He is a senior leader with broad experience in the nonprofit field, government, and industry. He most recently served in an executive role in the health-systems research field.
Jeff has served as a senior advisor to the Secretary of Defense and as legislative director to Congressman Thomas J. Downey (NY). In each of his positions, he has built critical partnerships and alliances that have accelerated organizational and mission success. His leadership style—he was described by one of his former board members as being “the weaver of the cloth”—and career experiences create a unique foundation for advancing critical thinking, strategic development, and organizational performance.
Jeff considers his Distinguished Civilian Service Award, presented in 1998 by Secretary of Defense William Cohen, to be among his greatest career achievements. Cohen honored Moore at the end of his tenure in the Clinton administration for his contributions to the nation’s security and his unique ability to build bridges between U.S. government agencies, the U.S. private sector, and foreign governments.
Joel is a senior financial advisor at Merrill, based in Chicago. He provides investment consulting services to institutions and select families. His area of focus includes sustainable impact investing strategies where he facilitates client education, thought leadership, and portfolio implementation. Joel was appointed as one of 12 national financial advisors to the Merrill Impact Investing Advisory Council. He joined Merrill in 2015 after 12 years with Morgan Stanley. His experience includes assisting clients with investment and spending policies, asset allocation, manager research, donor development, and overall relationship management. Joel holds a BS from Rockford University, and he serves on the Rockford University board of trustees and committees for investment and development. Joel also serves as a board member with National Veterans Art Museum. He has volunteered on various committees with Forefront Illinois, Indiana Philanthropy Alliance, Council of Michigan Foundations, and the Sustainable Local Food Investment Group (SLoFIG).
Bill Moreau just retired as a partner at Barnes & Thornburg where he led the firm’s higher education practice group, following his 12-year service as the only lawyer on the Purdue University Board of Trustees. Over the course of his career since graduating from Purdue, Bill has been a newspaper reporter and a college instructor. He worked in Washington in both the House and Senate, including three years on the staff of the late Senator Birch Bayh, where he met Ann. He attended law school at Georgetown while working on Capitol Hill.
He was Evan Bayh’s chief of staff in the Secretary of State’s office, his gubernatorial transition director and the first chief of staff in the governor’s office.
As Bill’s retirement neared, Ann and Bill asked themselves how they might make a lasting contribution to the civic health of Indiana and thus the Indiana Citizen Education Foundation was created.
Hancock County Community Foundation, Inc.
Kosciusko County Community Foundation, Inc.
IU Lilly Family School of Philanthropy*
Community Investment + Grants Officer
Katie Ottinger serves as the Community Investment & Grants Officer at the Hancock County Community Foundation in Greenfield, IN. In this role, she oversees nonprofit grantmaking programs from unrestricted resources and HCCF’s nonprofit support initiative, Partners in Excellence. Previously she served as the foundation’s Education Officer, administering more than 80 scholarship funds. Katie is a Hancock County native and loves working in philanthropy in her hometown!
Stephanie Overbey is the CEO of Kosciusko County Community Foundation. She began her tenure with the community foundation on February 14, 2000 when she was hired to fill the Foundation’s newly created Program Officer Position. Since that time, Stephanie has been promoted numerous times, serving as Program Director, Communications Director and Associate Director. Stephanie earned an undergraduate degree in Communications from Ball State University and a Masters of Business Administration from Indiana Wesleyan University. She is also a graduate of Kosciusko Leadership Academy and the Richard G. Lugar Excellence in Public Services Series. Stephanie and her husband, Jamie, reside in Silver Lake with their three children.
Laurie Paarlberg holds the Charles Stewart Mott Chair on Community Foundations at the Lilly Family School of Philanthropy and is an affiliate faculty in the School of Public and Environmental Affairs (IUPUI). Her nonprofit research focuses on the changing nature of community philanthropy, with a particular focus on strategic shifts in grant making by local United Ways and community foundations. With changing demographics in local communities, she is also interested in issues of equity and diversity in grant making and the rural/urban divide.
Dr. Paarlberg’s publications include numerous articles in refereed journals, including Nonprofit and Voluntary Sector Quarterly, Voluntas, Voluntary Sector Review, Public Administration Review, International Public Management Journal, and American Review of Public Administration. Dr. Paarlberg’s research has been funded by the National Science Foundation, the Corporation for National and Community Service, and the Charles Stewart Mott Foundation.
She has received the Best Paper Award for Nonprofit and Voluntary Sector Quarterly, the Best Conference Paper at the Association for Research on Nonprofit Organizations and Voluntary Action (ARNOVA) Conference, and the Accenture Advances in Public Management Award, Accenture Corporation, for Best Paper in International Public Management Journal.
Before coming to the Lilly Family School of Philanthropy, she was an associate professor in the Bush School of Government and Public Service (Texas A&M University) and held the Robert H. and Judy L. Allen Professorship.
C. Davis Parchment
Welborn Baptist Foundation, Inc.
Community Foundation of Bloomington & Monroe County
Manager of Global Partnerships and Projects
C. Davis Parchment has long worked to support a social sector driven by better data, research, and analysis. In her previous role as Foundation Center’s manager of knowledge services, she established and led the Get on the Map Campaign, a national philanthropy data improvement effort. She has also managed Foundation Center’s Electronic Reporting Program; designed and delivered training programs to nonprofits; and worked in nonprofit fundraising, management, education, and international development.
Nonprofit Excellence Officer
President & CEO
Tina currently serves as President and Chief Executive Officer of the Community Foundation of Bloomington and Monroe County, an organization powered by giving and committed to addressing the community’s most pressing problems and compelling opportunities. Advancing strategies for creative capital has been a recent priority for the Foundation, providing seed capital for and incubating CDFI Friendly Bloomington as well as exploring strategies for place-based impact investing.
Tina is also the President and CEO of Regional OpportunityInitiatives (ROI), a position she has held since the organization’s founding in 2015. In her role with ROI, Tina works collaboratively with organizations to advance economic and community prosperity across the Indiana Uplands, an 11-county region in southwest central Indiana. Through regionally relevant and demand-driven initiatives, ROI focuses on education, workforce, and quality of place as essential determinants for regional success.
Tina currently serves as a member or an advisor on several boards including the Indiana Innovation Institute, Indiana INTERNnet, Radius Indiana, White River Military Coordination Alliance, CDFI Friendly Bloomington, The Academy of Science and Entrepreneurship, Bloomington Dimension Mill, Bloomington Economic Development Corporation, Greater Bloomington Chamber of Commerce, the Bloomington Hospital Re-Use Steering Committee, and the Safety, Civility and Justice Community Coordinating Council.
Megan Briggs Reilly
The Clowes Fund, Inc.
The Indianapolis Foundation/Central Indiana Community Foundation
Senior Director, Philanthropy
Alison Powell joined Bridgespan in 2006 and is currently senior director for philanthropy. In that role she leads and advises on projects for philanthropy clients, and manages much of Bridgespan’s philanthropy research, including our multi-year initiative focused on Big Bets for Social Change.
During the last seven years, Alison has led a number of projects with influential philanthropies, supporting their strategies and strategic implementation. Prior to focusing on philanthropy, she spent four years in Bridgespan’s strategy consulting practice working with direct-service clients, including a charter management organization and an organization focused on transitional support for people aging out of foster care.
Before joining Bridgespan, Alison worked for Mattel to ideate, develop, and launch toy product lines. She started her career at The Parthenon Group, a management consultancy where she worked on a host of strategic engagements, from motorcycle manufacturing to publishing.
Alison graduated cum laude with an AB degree in Politics from Princeton University and received her MBA from Berkeley’s Haas School of Business. Alison writes and speaks on philanthropic issues, including co-authoring Making Big Bets for Social Change, What Ambitious Philanthropists Can Learn From The Atlantic Philanthropies’ Experience Making Big Bets, and Philanthropy in the New Age of Government Austerity.
Megan Briggs Reilly came to The Clowes Fund in 2015 as an accomplished grantmaker with a deep appreciation for the nonprofit sector and for supporting effective leaders that are making a difference in our world. She serves as program officer. Megan earned an MBA at Brandeis University, Heller School of Social Policy and Management after a BA in political science from Boston University. Megan is a graduate of the LeadBoston leadership development program who honed her skills through 15 years of experience at The Boston Foundation and then at Hemenway & Barnes. She has a well-established network across New England. Currently, Megan is a co-chair of the Maine Immigrant and Refugee Funders Collaborative, and she is an active member of the New Hampshire Funders Forum and Grantmakers Concerned with Immigrants and Refugees.
Vice President of Opportunity, Equity & Inclusion
Pamela is Central Indiana Community Foundation’s (CICF) first vice president of opportunity, equity and inclusion. Pamela leads the organization’s internal process of ensuring equitable policies and practices are operationalized and exemplified in all work of the foundation. She’s also responsible for leading CICF’s organizational initiatives that support increased equity, inclusive economic growth and racial awareness in Central Indiana.
Pamela joined CICF September, 2016 as a community leadership officer and was promoted to her current position April, 2018. Pamela has her masters in social work from the University of Georgia with a concentration focused on community development and program evaluation. She has over 25 years of professional experience in the social services field, managing multiple programs dedicated to improving the plight of children and families. Pamela serves on the board for Kennedy King Memorial Initiative and other various committees focusing on disparities in multiple sectors. She is a 2019 Tobias Fellow and vice chair for Indiana Blacks in Philanthropy, an affiliate of Indiana Philanthropy Alliance. She frequently provides presentations, serves on panels of discussion and partners with many organizations delving into issues of race, equity and inclusiveness.
She is a native of Indianapolis but throughout her life, she has lived in other places such as Phoenix, Atlanta, Houston and Iowa. Pam has also traveled to multiple countries in Africa, including an internship in Tunisia for the African Development Bank.
Pamela has a great passion for making a difference in the lives of people often left behind. Above many things, she values her family and living a purposeful life.
Trust-Based Philanthropy Project
Strada Education Network
Dekko Foundation, Inc.
Shaady Salehi is a social impact leader who helps nonprofits and foundations clarify their story to realize their vision. Throughout her career, Shaady has worked in various sectors -- from social justice, to philanthropy, to public media -- using strategic communications to galvanize coalitions, establish legacies, generate buy-in, and strengthen networks.
Janet Salm is managing director of research at the Strada Institute for the Future of Work, leading the research team to develop, refine and communicate insights about the future of learning and work. Prior to joining Strada, Salm led strategy measurement and analytical modeling efforts for the Bill & Melinda Gates Foundation’s postsecondary success team. She brings 20 years of experience in evaluation, data analysis and storytelling to her work in making education after high school more equitable, affordable and flexible.
Kim is the engagement director at the Dekko Foundation. In that role, she supports early learning initiatives and works with youth-serving organizations, assisting them with increasing their sustainability and building assets in young people. She also manages the Foundation’s Youth Pod initiative, an engaging program designed to help young people build philanthropic skills, knowledge, and character. Kim has lent her professional expertise to the Noble County Community Foundation’s scholarship selection committee. She has also participated as a judge on the Indiana Achievement Awards—which honors Indiana’s most impactful and sustainable nonprofit organizations. As a volunteer she has served the Parkview Noble Hospital board of directors and the Parkview Noble Hospital Planning Committee. Kim received two AS degrees through the School of Optometry at Indiana University, and spent ten years with Pearle Vision. While at Pearle, Kim worked as manager of an express optical store and later traveled the United States developing and presenting workshops in sales, service, management and optics.
Nina Mason Pulliam Charitable Trust
Heritage Fund - The Community Foundation of Bartholomew County
Programs and Knowledge Director
Melissa is programs and knowledge director at PEAK Grantmaking. She leads PEAK’s work to identify effective, efficient, and equitable philanthropic practices and advocates for their adoption by grantmakers. Prior to joining PEAK, Melissa was the education and accreditation director at Maryland Nonprofits and the Standards for Excellence Institute, where she oversaw nonprofit accreditation and the association’s learning community. Melissa is currently a board member at the Maryland Center for Economic Policy, and she serves on the advisory board for the Business and Economic Department at the Notre Dame of Maryland University. She also serves on the Funder’s Planning Committee for the Frederick County Nonprofit Summit. Melissa has served on committees for United Philanthropy Forum, Independent Sector, the Association of Baltimore Area Grantmakers, the Frederick Giving Project, and other nonprofits in her local community. She received her MPA from the University of Baltimore and her BA from Hood College.
Vice President of Programs
Jeff Small joined the Trust in September 2014 after working with nonprofit groups in Indianapolis for more than a decade. Small served as a writer and project manager at Johnson, Grossnickle and Associates (JGA), a philanthropic consulting firm in Indianapolis specializing in strategic planning, development planning, feasibility studies and capital campaign counsel. Prior to his time with JGA, he held positions in the Research Department of the Indiana University Lilly Family School of Philanthropy, the Indianapolis Mayor’s Office of Neighborhood Services, and the Boys & Girls Clubs of Indianapolis. In addition, he holds a master’s degree in philanthropic studies from Indiana University.
In his current position, Small oversees the Trust’s giving areas, sets grantmaking standards, designs grantmaking infrastructure, directs the program staff and evaluates the impact of various Trust programs on grantees, beneficiaries and the communities of metropolitan Phoenix and Indianapolis.
Tracy is president/CEO of the Heritage Fund-The Community Foundation of Bartholomew County. She is responsible for all aspects of the community foundation including board relations, governance, donor services and development, grant making, scholarships, financial oversight, and investment. In this role she assisted in creating Landmark Columbus and launched the first Exhibit Columbus Cycle. Tracy also developed Impact Grant Program for proactive grant making and provided the home base for Envision Columbus, a city visioning initiative.
Tracy previously served as President of The Cummins Foundation and the Executive Director of Corporate Responsibility. In this role she ran the global grant making arm of Cummins Inc., overseeing foundation governance including board relations, investment, and audit committees. She was also responsible for policy development, grant administration, and other corporate programs including disaster relief, matching gifts, and volunteerism.
Community Foundation of Southern Indiana
Janet S. Sweet, CFA, CAIA
Goelzer Investment Management*
Foellinger Foundation, Inc.
President & CEO
Linda is the President & CEO of the Community Foundation of Southern Indiana. Linda has nineteen years of experience in the community foundation field. Before joining CFSI, her nonprofit work experience included serving as the Vice President of Development & Stewardship for the Community Foundation of Louisville, Vice President of Gift and Trust Administration for the Presbyterian Church (USA) Foundation, and Director of the Samuel L. Greenebaum Public Service Program at the Brandeis School of Law at the University of Louisville. She is a former litigation attorney with the Louisville law firm of Frost Brown Todd. She received her B.S. from the University of Kentucky and J.D. from the Vanderbilt University School of Law.
Linda currently serves on the boards of the Indiana Philanthropy Alliance (Chair), the Louisville, Kentucky-based Center for Nonprofit Excellence, and the Governing Board of Align Southern Indiana. She is a member and past president of the Southern Indiana Estate Planning Council, the Kentuckiana Partnership for Philanthropic Planning and the Fund Raising Executives of Metro Louisville, and she is a member of the Estate Planning Council of Metro Louisville.
Institutional Investment Advisor
Janet S. Sweet serves in the role of Institutional Investment Advisor, responsible for providing our growing institutional client base with consultative advice and high quality service. Janet brings over 25 years of industry experience to Goelzer. Previously, Janet has advised institutional clients on the development of customized asset allocation studies, investment policy statements, performance attribution , as well as manage due diligence and evaluation. Janet earned a B.S. degree with a major in Financial Counseling and Planning from Purdue University. Janet has also earned both the CFA and CAIA credentials. Janet serves as Board Member and Finance Committee Chair of the Dove Recovery House for Women.
Montgomery County Community Foundation
O'Neill School at IUPUI
Director Partnerships, Midwest
Teleange′ was named director of Foundation Center Midwest, January 2016. She provides leadership for deepening the organization’s impact in thirteen Midwestern states, while enhancing the organization’s value proposition to the Cleveland community.
Teleange′ has 14-plus years of professional experience in the fields of healthcare, public health, human services, and philanthropy. Prior to joining Foundation Center, she served for seven years as a program director with the Sisters of Charity Foundation of Cleveland, overseeing strategies to reduce health disparities among vulnerable populations through strategic grantmaking, systems and policy change.
Teleange′ earned a bachelor’s of business management and entrepreneurial studies from Case Western Reserve University. She is a member of the boards of directors for Health Policy Institute of Ohio, Green City Growers, and the Conservancy of Cuyahoga Valley National Park; a fellow of the Robert Wood Johnson Foundation; and is published in professional and academic journals.
Marlene Walk's research interests focus on human resource management, the meaning of work, organizational change, and volunteering and volunteer management. Marlene earned a master’s degree from the School of Social Work and Health Care from the University of Applied Sciences and Arts in Hildesheim, Germany. Marlene also earned a master’s in Management in Nonprofit Organizations from the School of Business Management and Social Sciences at the University of Applied Sciences in Osnabrück, Germany.
Before pursuing her Ph.D. in Social Welfare at the University of Pennsylvania, Marlene worked as a licensed social worker in Germany for three and a half years. Marlene received the Emerging Scholar Award from the Association for Research on Nonprofit Organization and Voluntary Action (ARNOVA) in 2013 and the Best Paper Based on a Dissertation Award from the Organization Development and Change division of the Academy of Management (AOM) in 2015.
Thriving Families, Thriving Grant County
Early Learning Indiana
Cathy is the Executive Director of Thriving Families, Thriving Grant County. The organization works as a collective impact initiative. Its approach is to orient cross-sector participants towards solving complex social or environmental problems collectively. Prior to her appointment, Cathy worked at Taylor University for 12 years. She held the status of assistant professor and directorship in Student Development. She taught leadership development, oversaw a leadership scholarship, counseled students in internships and career placements, and served on several academic committees. Now, Cathy serves on the board of directors for Carey Services. She has also served on several other community boards such as Gilead Ministries, Boys and Girls Club, and Huntington University Leadership Board. In 2015, she earned the designation of Hoosier Fellow through Randall L. Tobias Center for Leadership Excellence, Indiana University. She earned a life coaching certification through Lark’s Song Coaching Academy and obtained a Fund-Raising Management Certification.
President and CEO
With a background in organizational strategy and execution, Maureen has spent her career working across multiple sectors – with an emphasis on human capital development and education – to improve the way that organizations meet the needs of the individuals they serve. Maureen is the president and CEO of Early Learning Indiana (ELI), which operates a network of premiere community lab schools used to advance the science of early learning, train the next generation of teachers and leaders and instill essential skills in the nearly 900 young children it serves each day. As a leading voice for the future of early learning, ELI serves as an expert partner to other providers of early care and education, assisting providers statewide in their efforts to build capacity, transform operations and improve learning outcomes. Prior to joining ELI in March 2018, Weber served as senior vice president and chief strategy officer at Project Lead The Way, a nonprofit that provides transformative STEM education experiences to K-12 students and teachers across the country. She has also worked as the inaugural vice president of customer experience at Indiana University Health, leading an effort to optimize the patient experience across all channels and settings of care. Prior to joining IU Health, Weber served in a number of public service roles, including as chief operating officer for the Indiana Department of Education and deputy commissioner for the Indiana Department of Workforce Development, after practicing law at Barnes & Thornburg LLP. Weber earned a JD from Georgetown University Law Center and a BS from Georgetown University School of Foreign Service. She chairs the board of Purdue Polytechnic High School and is an advisory board member of Indiana’s Nurse Family Partnership program. She was appointed by Governor Mitch Daniels to chair the Indiana Charter School Board and has served on a variety of other boards and commissions in Central Indiana.