• Design and implementation of a process to engage the community around stakeholders in planning the future as it absorbs a major bequest and moves toward planning an endowment campaign.

Community Foundation of Waterloo/Cedar Falls and Northeast Iowa: Opportunity Works - website

• Design process steps and best methodologies for large scale community engagement to participate in decision making about increasing opportunities and reducing poverty in a six county region, including the Meskwaki Settlement-in partnership with the Northwest Area Foundation.

Dallas Women's Foundation - website

• Designed and facilitated major donors retreat.

• Designed training materials and facilitated Smart Growth training sessions for a group of international consultants.

• Developed and facilitated reflection and planning session for board and staff to extract and articulate New Field's strategic vision to launch a first stage of grantmaking.

• Guiding board and staff through an 18-month renewal process utilizing the Smart Growth assessment tool.

• To assist the Board and Executive staff in creating effective board to staff decision making.

• Long-term organizational development and strategic design assistance to this foundation for its mission of serving women with access to the fewest resources
• Facilitated a series of dialogues among women theologians dedicated to integrating an empowering view of women into theology.
• Strategic advice and planning to the donor and her family

• Conceptualize and create a leadership development program uniquely suited to leaders of community clinics in California.

• Conceptualized the New Economy and Women’s Philanthropy Project in partnership with the W.K. Kellogg Foundation.
• Researched the life cycles of women’s foundations to identify a developmental model. Created an organizational assessment tool for life-cycle analysis and organizational development.
• Research and write a report on lessons learned about “Donor Circles”, Donor Advised Funds, and New Wealth Donors as innovations within philanthropy and their use by Women’s Funds to build community wealth on behalf of women and girls; now in use among women’s funds worldwide.” In this same bullet between the word “tool” and “for” insert “called SmartGrowth.
• Adapt SmartGrowth work for new and family foundations in partnership with the Foundation Incubator, Silicon Valley.

The Women's Foundation of California - website

• Completed an organizational audit and strategic planning process.

• Scanned the work of major and new foundations to discover and codify how foundations are supporting and nurturing the growth and development of philanthropy.

Ford Foundation - website - back to top

• Reported about the ways in which philanthropy is responding to youth service issues.

HopeLab Foundation - back to top

• Coached the CEO of this new operating foundation focused on adolescent cancer care.

i2 Foundation - website - back to top

• Guided the conceptualization and creation of a corporate foundation (i2 Foundation).
• Advised the development of a related operating program to bring supply chain technology services to the nonprofit sector (AidMatrix).
• Facilitated decision-making for employee-based volunteerism and philanthropy (i2 Cares).

• Strategic planning

• Reported about knowledge creation, knowledge and information systems and the options for integrating such systems into the strategic work of a foundation.

Nathan Cummings Foundation - website - back to top

New York Women’s Foundation - website - back to top

• Assisted the Board in making a major transition in programming and leadership.

PeaceJam Foundation - website - back to top

The Center for Women’s Global Leadership - website - back to top

• Organizational and staff development for this university-based program working internationally on women’s human rights

The Chicago Foundation For Women - website - back to top

• Conducted an organization Audit to enable CFW to make decisions about technology, staff, team organization, as well as the completion of decision-making on strategic program priorities.

The Global Health Corps - website - back to top

• Planning for this university-based program providing cultural competency skills to students in community health programs.

The Institute for Women’s Leadership, Rutgers University - website
back to top

• Strategic planning and organizational development for a unique collaboration linking the women’s educational and research units within Rutgers.

The Omidyar Foundation - website - back to top

• Guided this new family foundation’s early development towards transforming the quality of communities through citizen engagement and more innovative nonprofit structures.
• Provided technical assistance to foundation investees including Tufts University, Nevada Community Foundation, and The Global Fund for Children.
• Assist the foundation in its due diligence on major programmatic investments.

The Philanthropic Collaborative for Integrative Medicine - website - back to top

• Explore and articulate the quantity and quality, scope and depth of integrative medicine as it is emerging in the U.S. at this moment in history; produce a written report including visual concept-maps of the emerging field of integrative medicine.

The Three Guineas Foundation - website - back to top

• Designed a strategic review to adjust programming and organizational priorities for improving the place of women in technology and the economy.

• Program design and process evaluation for the creation of an online board matching service, BoardNetUSA

The White House Project - website - back to top

• Assistance for the development of a political leadership education program.

The Working Group on Philanthropy and the Inner Life - website - back to top

W. K. Kellogg Foundation - website - back to top

• Comprehensive planning and program development services for this “top five” foundation and its programs to strengthen the values and practice of volunteerism, philanthropy, and development of the nonprofit sector, including leadership development.
• Research, concept mapping, issue-analysis, design and drafting of major reports. :Blur; e-Philanthropy 2002, Unleashing New Resources.
• Process facilitation, design, and conceptualization of program strategies for a variety of other WKKF divisions: Africa; Social Marketing; Youth and Education; Social, Community, and Economic Development; Battle Creek Community; Leadership.

• Facilitate a members’ dialogue about the past and future of philanthropy and the significance of philanthropy by and for women and girls-In Partnership with the Global Business Network

INTERNATIONAL EXPERIENCE - back to top

• Southern Africa—Assisted the W.K. Kellogg Foundation to plan and launch its second decade strategy as a funder in South Africa, Zimbabwe, Swaziland, Lesotho, Botswana, and Mozambique.
• Eastern Europe/the Yugoslav Successor States—Helped to found and then provided organizational development to the STAR Project, which is a partnership between women leaders in the U.S. and women in the war zones and new democracies of Eastern Europe.
• Argentina—Helped a large and diverse coalition of nonprofit organizations to remodel their structures and leadership development plans as part of the post-military democratization process in the mid 1980’s
• Salzburg Seminar—Served from 1993 to 1999 as faculty or co-chair for five of the Salzburg Seminar’s annual international sessions on the development of NGOs and the democratization process.