Boldly Go team
Sharp minds. Big hearts.
people
Meet our colleagues who go above and beyond to deliver results.
Rima Bettaieb
Project Consultant
Rima Bettaieb
Project Consultant
Rima Bettaieb brings over 5 years of expertise in strategy and implementation, with a robust background spanning both consulting and operational roles. She started her career in management consulting with Kearney, in Southeast Asia, where she helped large-scale organizations with their strategic planning. She also worked at Eden Strategy Institute, a Singapore-based social innovation consultancy. At Eden, Rima designed and facilitated change management workshops for government agencies. In the FinTech sector, Rima accrued 3 years of hands-on operations experience at Paxos. She led 20+ projects during her time there, focusing on streamlining and scaling operations, as well as optimizing the customer support experience.
Rima is an alumna of Yale-NUS College, holding a Bachelor’s degree with honors in Economics. She is also a graduate of the African Leadership Academy (ALA) in South Africa, a pioneering program developing Africa’s future leaders.
Driven by her ALA experience, Rima founded Empower Education, a youth empowerment initiative in Tunisia fostering the development of high school students’ soft skills and goal achievement. Rima was honored as one of the 25 most promising African women leaders by the Moremi Initiative in Ghana, from a pool of 1,260 applicants.
Beyond her professional and social impact endeavors, Rima finds joy in traveling the world, embarking on hiking adventures, and re-inventing food recipes.
Rima is fluent in French, Arabic, and English.
Ishan Bista
Project Consultant
Ishan Bista
Project Consultant
Ishan was born and raised in Kathmandu, Nepal. He is passionate about areas such as economic development, labor markets, environment, and technology. Ishan has over four years of diverse professional experience working for different types of organizations including foundations, think tanks, and government institutions.
Previously, Ishan worked at a foundation called Humanity United (HU) in Washington DC as a consultant to institutionalize a network of migrant workers from the Global South. Prior to joining Cornell, Ishan worked in Nepal at Nepal Economic Forum (NEF), a premier development think tank in Nepal, where he co-authored three reports on education, legislation, and the economy, and wrote blogs on labor markets and social protection. He also supported the operations of projects which included conducting a survey for a private sector assessment. Besides this, Ishan worked at the National Planning Commission, the apex advisory body for the Government of Nepal, to conduct surveys for assessments and assist in the preparations of policy briefs.
Ishan received his Master of Public Administration degree concentrating in Economic and Financial Policy from Cornell University in Ithaca, New York. For his undergraduate, Ishan received his Bachelor of Business Administration degree concentrating in Marketing from Siam University in Bangkok, Thailand.
Lindsay Broyhill
Project Consultant
Lindsay Broyhill
Project Consultant
Lindsay Broyhill has over a decade of experience leading and executing strategies for organizations serving children, women, and families in the U.S. Prior to joining Boldly Go, Lindsay was the director of a strategic family foundation investing in child and family health in North Carolina, where she led strategic planning, program management, and communications strategies with the president and founder.
Lindsay enjoys finding high-impact opportunities at the intersection of philanthropy, policy, practice, and communications. She previously managed communications and supported fundraising and grantmaking at Ascend, a policy program at the Aspen Institute focused on building intergenerational cycles of prosperity for families in the U.S. Prior to the Aspen Institute, she held roles at management and communications consulting firms, where she supervised and supported projects for early childhood education, K-12 public education, and public health and financial federal agencies. Lindsay started her career raising funds and awareness for the largest child care provider for families with low incomes in New England.
Lindsay holds a bachelor’s degree in Sociology from Cornell University. She was born and raised in North Carolina, and enjoys spending time outdoors and thrifting for antique artwork.
Ryder Buttry
Impact Advisor
Ryder Buttry
Impact Advisor
Ryder Buttry has over 5 years of experience in the nonprofit and philanthropic sectors, holding various roles overseeing communications, fundraising, and grantmaking strategy. Ryder was formerly the Director of Strategic Programs and Initiatives at the Women’s Foundation of Arkansas where she led the design and launch of multiple programs including the Tjuana Byrd Summer Internship Program and the Women’s Economic Mobility Hub, both of which aimed to address economic disparities for women of color in the state.
Ryder has also worked as an analyst at the Government Accountability Office and an independent consultant providing advisory, research and grant writing services to universities, foundations, and nonprofits. Ryder received her Master of Public Policy from Duke University’s Sanford School of Public Policy and her Bachelor of Arts in Journalism from Texas Christian University. She currently resides in Dallas, TX and enjoys reading, needlepointing, and trying new restaurants with friends in her freetime.
Priyasha Chawla
Impact Analyst
Priyasha Chawla
Impact Analyst
Priyasha brings five years of problem-solving experience in the international development and impact space. She has worked with non-profits, multilaterals, political leaders, social enterprises, and academic institutions. She has assisted senior leadership in measuring and maximizing social impact in development sectors including education, gender, climate change, and microfinance. Her academic background in business and policy analysis along with her strong analytical skills help her design innovative yet pragmatic strategies for impact focused organizations. She has worked on global projects spanning South and Southeast Asia, Latin America, and the United States. Recognizing the importance of robust evidence in tackling social issues, she is committed to leveraging evidence to bridge knowledge gaps and maximize impact.
She has extensive research experience in the education space in India. Before she pursued her master’s, she was a Research Associate at ASER in India for over two years, leading impact evaluation initiatives in education. She led a team to conduct three large scale data collection exercises on learning outcomes in India, and generated evidence on access to educational content shared by schools during the pandemic. She also led the design of the first-ever large-scale assessment to test social and emotional learning of young children in India. The assessment was used to assess more than 35,000 children across 24 Indian states and in 14 languages.
Priyasha recently completed her Master’s in Public Policy from the McCourt School of Public Policy at Georgetown University, and received her Bachelor’s in Commerce from Shri Ram College of Commerce at University of Delhi. She also received a post-graduate diploma in Liberal Studies from Ashoka University.
A food enthusiast, she always makes sure she has visited the good eateries around her.
Toby Childs
Impact Manager
Toby Childs
Impact Manager
Teresa Crawford
Grants Manager
Teresa Crawford
Grants Manager
Teresa Crawford has been deeply rooted in the nonprofit sector for more than 30 years. Her early career was spent in the Health and Human Services and Higher Education fields. Teresa started her career in philanthropy in 1996 while serving as the Grants Manager at the Frey Foundation, where she led the grants management system selection and implementation project that involved reimagining grantmaking processes, adopting a paperless system and creating more effective and efficient workflows. Her expertise spans database management, process improvement, data migration, and operations.
Teresa has a passion for streamlining processes and has extensive experience configuring and working in foundation grantmaking systems Blackbaud Grantmaking and Foundant GLM. She advised clients on the grants management system function and delivered end-to-end system implementation project management, training, and post launch support.
Teresa received her B.S. in Biology from Grand Valley State University and her M.M. in Nonprofit Management from Aquinas College. She is a former Board Member of PEAK Grantmaking and a founding member on the National Advisory Committee for Project Streamline. In her free time, she loves to cook for family and friends, and hang out with her dachshunds Noodle and Copper.
Noemi Cruz-Cruz
Impact Analyst and Karma for Cara Microgrant Program Manager
Noemi Cruz-Cruz
Impact Analyst and Karma for Cara Microgrant Program Manager
Noemi was born and raised in the Central Coast of California, where she spent her formative years working as a field worker alongside her family. Her upbringing set her passion to effect positive change in the areas of education, health, workforce development, and immigration.
Recently, Noemi received her Master’s in Public Affairs from the Lyndon B. Johnson School of Public Affairs at the University of Texas, and holds a Bachelor’s of Art in International Studies from Willamette University. With a diverse professional background, she has made meaningful contributions to organizations such as the City of Austin, Dallas College, the Ray Marshall Center at the University of Austin, Kids in Need of Defense (KIND), and the YMCA International Services. Noemi is excited to incorporate her process improvements, data analysis, project management, and stakeholder engagement skills in her role as an Impact Analyst at Boldy Go Philanthropy.
Outside her professional pursuits, Noemi enjoys playing tennis with friends, longboarding, and sipping on the best coffee Austin, Texas has to offer. Noemi also enjoys traveling to California to be with her family.
Mary Claire Dowden
Project Consultant
Mary Claire Dowden
Project Consultant
Mary Claire is passionate about creating efficient systems and fostering impactful giving. At Boldly Go Philanthropy, she uses her extensive expertise in grantmaking and project management to help clients streamline operations and maximize their philanthropic efforts.
Before joining Boldly Go, Mary Claire served as Community Impact and Grants Manager for a corporate foundation based in Little Rock, Arkansas. In this role, she managed a $15 million grant portfolio, overseeing funding cycles that supported hundreds of nonprofits annually. Her meticulous approach included transitioning the foundation to a new grants management system and a comprehensive website update, which enhanced efficiency and improved partner engagement.
Mary Claire’s career began in Washington, D.C., where she worked in the global events industry before returning to her home state of Arkansas in 2021. She holds dual bachelor’s degrees in English literature and art history from the University of Arkansas in Fayetteville.
Mary Claire currently resides in Little Rock with her husband and son. When she’s not working, she loves experimenting with new recipes in the kitchen and spending time outdoors with her family.
Amira Tripp Folsom
Impact Analyst
Amira Tripp Folsom
Impact Analyst
Amira Tripp Folsom is a recent graduate of American University in Washington, DC where she was a Frederick Douglass Distinguished Scholar and a Michael Jordan WINGS Scholar. Amira graduated summa cum laude with a double major in Economics and International Relations, a minor in African American and African Diaspora Studies, and a certificate in Socially Responsible Leadership. On campus, Amira acted as the Editor-in-Chief for AU’s only student-of-color-run newspaper, the Evaluation & Impact Chair of the Alternative Breaks Leadership Council, and a member of the Nu Alpha chapter of Delta Sigma Theta Sorority, Inc. Off campus, Amira served as a student member of the Emerging Leaders Impact Fund of the Greater Washington Community Foundation, a Giffords Courage Fellow, and a volunteer at the Ujamaa Cooperative Farming Alliance. For these efforts, she won American University’s Harold Johnson Award which recognizes the student who contributed the most to promoting understanding and acceptance of cultural and racial diversity within the University community.
Throughout college, Amira completed nine internships in consulting, finance, marketing, media production, research, and community organizing, two of which took place in Madrid, Spain, and Nairobi, Kenya. She returns to Boldly Go, having previously worked as an Impact Intern.
In her free time, Amira enjoys visiting DC’s numerous museums, trying new restaurants with her friends and family, going to concerts, and traveling.
Walid Hedidar
Impact Advisor
Walid Hedidar
Impact Advisor
Walid Hedidar comes to Boldly Go from the international development space. He has more than five years of work experience in seven different countries supporting international organizations, non-profits, startups, and governments with driving social impact. Walid has worked previously with the Brookings Institution in Washington D.C., the Ministry of Education in France, and the African Leadership University in Mauritius. He also consulted on several education and health projects with the United Nations Development Programme, Last Mile Health, and UNESCO’s International Institute of Educational Planning in Dakar.
Walid’s day-to-day work has previously involved: supporting countries with integrating 21-st century skills in their national education systems, designing COVID-19 response learning tools for community health workers, and conceptualizing TV-education programs for youth with low access to the internet.
Walid started his journey of social impact in his home country Tunisia. At the age of 17, he started two education reform initiatives focused on teacher training and youth development. These initiatives are now part of a startup, LEAPS Education, that Walid has been co-leading with a mission to revolutionize education in Africa and the Middle East.
Walid holds a master’s degree in International Educational Development from the University of Pennsylvania and an executive certificate in Strategic Philanthropy from Cambridge Judge Business School. He also holds a bachelor’s degree in Anthropology and International Affairs from the University of Denver.
Walid speaks Arabic, French, and English. In his free time, he enjoys trying new recipes and playing the Oud.
Helen Ho
Project Consultant
Helen Ho
Project Consultant
Shira Hodges
Project Manager
Shira Hodges
Project Manager
Shira Hodges has been providing strategic guidance to philanthropists, foundations, and social sector leaders for nearly two decades. Skilled in client management, philanthropic partnerships, and strategic planning, Hodges thrives on complex challenges.
In her previous role as Executive Vice President at Philanthropy Network Greater Philadelphia (PNGP), Shira spearheaded strategic initiatives, steering strategy formulation and execution, as well as overseeing operational and financial facets of the organization. Her stewardship extended to managing relationships with over 130 member foundations, where she provided counsel on strategy development, operational efficiency, and grant allocation practices.
During her tenure at PNGP, Shira was instrumental in working with foundations to develop an on-ramp for impact investing, introducing pooled funding models, and reimagining programming paradigms. Prior to her role at PNGP, she served as a Program Director at Geneva Global, overseeing multi-million-dollar domestic and international initiatives with responsibilities spanning strategy development, program design, implementation, and evaluation. Shira also oversaw the strategic planning process for several non-profits and foundations, providing them with actionable plans and ensuring successful execution.
Shira holds an MPH from The George Washington University and a BA from the University of Denver. Shira also has a certificate in Humanitarian Leadership from Deakin University.
Aliyah Jervier
Impact Advisor
Aliyah Jervier
Impact Advisor
Sumati Joshi
Project Consultant
Sumati Joshi
Project Consultant
Sumati Joshi leads research and supports strategic advisory for clients—including small family foundations, funder collaboratives, private foundations, corporate impact teams, and community-based organizations. Her work has focused on health, gender, and racial equity and she is passionate about bringing entrepreneurial ideas to action. Sumati brings to the team five years of work experience as a founder of an adolescent girls’ reproductive health-focused social venture and an associate at a human capital advisory firm in India. She has experience of working with organizations across geographies, such as regional Menstrual Health Coalitions in Asia and Africa, UN agencies, Pivotal Ventures, New Jersey Birth Equity Funders’ Alliance, and other funders in the United States.
Sumati holds a MA as a Schwarzman Scholar from Tsinghua University and earned her BA in computer science. She is a Resolution Fellow and a recipient of The Diana Award for social action. She continues to publish research and volunteer time with young changemakers setting up their first non-profit.
Sumati speaks English, Hindi, and elementary Mandarin.
Ambalika Khanna
Project Consultant
Ambalika Khanna
Project Consultant
Ambalika’s journey in social impact began with Pratham Education Foundation, India’s leading education-focused nonprofit and co-creator of the Teaching at the Right Level (TaRL) approach alongside 2019 Nobel laureates. At Pratham, she co-led India’s largest citizen-led learning assessment, measuring foundational literacy and numeracy in rural India.
Currently pursuing a dual master’s degree in Public Policy (MPP) and Business Administration (MBA) at Georgetown University, with a specialization in Sustainable Business Operations, Ambalika continues to deepen her commitment to addressing societal challenges. In the summer of 2024, as an MBA Intern at Land O’Lakes, she developed a strategic vision document outlining future priorities for the company’s rural community development initiatives.
Her academic and professional experiences have cemented her belief in the transformative potential of private capital to drive public good. Going forward, Ambalika is passionate about collaborating with non-profits, philanthropic leaders, and social enterprises to design sustainable, impactful solutions to global challenges.
Beyond her professional pursuits, Ambalika is an avid explorer of cultures through food, cinema, and architecture. She is currently planning a U.S. road trip dedicated to uncovering the country’s fast-food culture.
Jeff Kutash
Co-founder and Managing Partner
highlights
- Former Executive Director, Peter Kiewit Foundation: $450m place-based private funder.
- Former McKinsey consultant, built and led FSG’s San Francisco office and education practice.
- Six years of on-the-ground education experience as a teacher in the South Bronx and a nonprofit director in Harlem.
bio
Jeff Kutash started his career as a Teach For America corps member, teaching math at a public bilingual middle school in New York City. His students were all recent immigrants, and while he was teaching them math, they were teaching him the importance of hard work to overcome adversity and achieve big dreams. He left the classroom to revive the Harlem Educational Activities Fund, a dormant nonprofit serving youth in Harlem and Washington Heights. Jeff grew a small mentoring program into a college success pipeline that helped hundreds of youth finish high school, go to college, and get a degree. One of his proudest moments was when an early participant in his program finished college and became a teacher in the neighborhood she grew up in.
Between creating college prep programs and visiting students in their homes to help with college applications, Jeff married his college sweetheart, Jessica. Together, they went off to Harvard Business School — Jessica to advance her career in marketing, and Jeff to pick up a business skill set he thought was needed in the social sector. After getting his MBA, Jeff joined McKinsey & Company where he worked with financial services, tech, manufacturing, and retail clients. Helping Fortune 500 companies with their most critical business issues honed Jeff’s problem solving, communication, and client service skills, which he took with him to join The Bridgespan Group, a nonprofit consulting firm that helps funders and nonprofits create social impact.
In 2005, Jeff was recruited by The Seed Foundation to help open public college preparatory boarding schools in California. Jeff secured major pledges from donors, gained school district approvals, built broad community support, and ran legislation to fund the schools. And while the California budget crisis at the time put the project on hold, the groundwork was laid for The SEED School of Los Angeles, which will open its doors in 2022.
Jeff then joined Foundation Strategy Group (FSG), a nonprofit consulting firm focused on effective philanthropy and social impact. It was the perfect opportunity to combine his background in consulting with his entrepreneurial mindset. For the next seven years, Jeff led FSG’s San Francisco office, growing the team from two to over 30 professionals. He launched and built FSG’s national education practice, overseeing scores of consulting engagements with leading corporations, foundations, nonprofits, school districts, and government agencies. A few projects he is particularly proud of include helping reestablish New Orleans’ education system after hurricane Katrina and leading a statewide effort to reform New York’s juvenile justice system.
In 2013, Jeff and his family moved to Omaha, Nebraska where he became the CEO of the Peter Kiewit Foundation, a place-based private funder. Jeff crafted the foundation’s first strategic plan focused on education-to-career pathways, economic opportunity, and thriving and inclusive communities; transformed the foundation’s approach to grantmaking and evaluation; and retooled all operational functions. Jeff was responsible for $25-30M in annual grantmaking and led the foundation’s programmatic initiatives, community engagement, and operations. In that role, Jeff helped catalyze a $300M riverfront redevelopment, launch a regional transportation plan, and develop a statewide initiative on college success. After seven years at the foundation, Jeff left to found Boldly Go Philanthropy.
Jeff holds an MBA from Harvard Business School and a BA in Political Science from the University of Pennsylvania. He has served on the boards of the Greater Omaha Chamber, College Possible, National Center for Montessori in the Public Sector, and Great California Public Schools.
Jeff speaks around the country and writes on topics of effective philanthropy, corporate social responsibility, urban core and rural community development, effecting social change, and education. He is author of multiple papers and case studies including “Structuring Post-Secondary Scholarships to Increase Student Success,” “The School Turnaround Field Guide,” and “Practices From the Portfolio: Case Studies on Effective Education Practices.”
Jeff and Jessica are the proud parents of three awesome kids – Gabriel, Theara, and Holden. As a family, they love to travel, mountain bike, snowboard, and hike. In those rare moments when he is not working or coaching his kids’ sports teams, Jeff can be found curled up on a couch with a great book.
Dominique Maffei
Project Consultant
Dominique Maffei
Project Consultant
Dominique “Nikki” Maffei is an experienced philanthropy and nonprofit leader with more than a decade of experience working alongside communities to tackle some of society’s toughest challenges. She has held roles at nonprofit, government, and philanthropic entities focusing on issues including social justice, public health, racial equity, and community development.
Nikki most recently served as Associate Project Director for the Healthy Start Technical Assistance & Support Center (the Center) at the National Institute for Children’s Health Quality. The Center provides capacity building and technical assistance support to over 100 organizations working in rural, urban, tribal, and border communities to eliminate racial and ethnic disparities in infant and maternal health.
Prior to joining the Center, Nikki worked at The Philanthropic Initiative, a distinct operating unit of The Boston Foundation, as a Senior Philanthropic Advisor. In this role she worked with clients to design, evaluate, and implement philanthropic strategies and programs. Engagements included strategic planning, program design, and management and evaluation of ongoing grantmaking activities. She has also held roles at the United Sates Peace Corps, the American Islamic Congress, and the Healthy Children Project.
Along her journey, Nikki has gained expertise in authentic engagement, racial healing, and cross-cultural dialogue. She holds a master’s degree in Global Health from The University of Manchester and a bachelor’s degree in Sociology from Boston College.
Sarah McMillian
Impact Advisor
Sarah McMillian
Impact Advisor
Sarah lives by the motto “leave a place better than you found it.” Most recently, she was a Business Development Lead at the environmental engagement SaaS company, Temboo. She developed the go-to-market strategy for a new product and designed environmental data collection systems for community-based, government and private organizations. At Walmart eCommerce, Sarah created a new model for identity-based employee resource groups that was replicated across several US offices. Previously, Sarah was the Business Development Lead at Saathi, an Indian biodegradable sanitary pad brand. She led the brand’s product launch and managed a NGO partnership to donate 25K pads to rural women and girls. Prior to Saathi, Sarah was a Fulbright English Teaching Assistant to Bahrain where she taught research skills and English language courses. She graduated with her MMSc in Global Affairs at Tsinghua University in summer 2021, and has a BS in Mechanical Engineering from MIT.
Jarred Myers
Project Consultant
Jarred Myers
Project Consultant
Jarred Myers is an independent consultant specializing in Philanthropy and Impact Investing. Jarred was formerly the head of the Innovation Portfolio for the Dell Family Foundation in their Africa office. Jarred designed, built, deployed and managed both the education and workforce programs. Prior to joining the foundation, Jarred worked as a consultant and project manager for more than 10 years at various organizations in South Africa, both in the nonprofit sector at Afrika Tikkun and in the corporate sector in various capacities.
Jarred was a founding partner at the Arc Impact Foundation where he helped launch their technology focused impact venture capital fund and he continues to serve on their investment committee. Jarred consults globally to foundations, family offices, and nonprofits on strategy, innovation, and impact management – he holds an MBA from Duke University in North Carolina. Jarred has several hobbies which he plans to resume after his five daughters have left for college.
Niina Nibling
Impact Analyst
Niina Nibling
Impact Analyst
Fernanda Borges Nogueira
Impact Manager
Fernanda Borges Nogueira
Impact Manager
Fernanda is a purpose-driven strategist with over a decade of expertise in strategy development and implementation, project management, and social impact. She has turned ideas into reality by leading high-performing teams implementing data-informed solutions in the social, public, corporate, and philanthropic sectors.
She began her career in the private sector, where in an internal strategy unit at the largest bank in Latin America, she successfully engaged c-suite executives in designing and implementing a uniform regional business model across 5 Latin American countries. She moved to the nonprofit sector to coach and support local leaders in researching, advocating, and implementing innovative policy ideas in climate change, environmental protection, gender equity, and education. As a management consultant, she has delivered complex, multifaceted projects across various industries, including developing a nonprofit’s 5-year strategic growth plan, collaborating with US City officials championing innovative solutions in sustainable transportation, affordable housing, and first responder mental wellness, leading impact assessments of education and sustainability initiatives, providing critical data-driven decision support to municipalities during the COVID-19 pandemic by implementing 3 public-facing dashboards in partnership with a foundation, and acting as chief of staff for a technology firm managing governance and large-scale change. Her experience also includes international development projects, supporting private sector development strategies in Latin America & Asia, and assessments of climate insurance programs in Africa.
Skilled in problem-solving and engaging diverse stakeholders to achieve equitable outcomes, Fernanda is passionate about finding what works to build a more sustainable and prosperous society. She holds a Master’s in Public Administration from Columbia University, with specializations in Advanced Economic & Policy Analysis, and Technology, Media & Global Communications, and a Bachelor’s in International Relations from the Federal University of Rio Grande do Sul (5th best University in Brazil and top 2.3% Universities in the world).
Roger Norman
Project Consultant
Roger Norman
Project Consultant
Roger Norman is a seasoned philanthropy and social impact consultant with over a decade of experience leading major initiatives across the philanthropic and nonprofit sectors. He specializes in strategic advising, program development, and program implementation, helping organizations translate ambitious visions into tangible impact.
In his previous roles with the Alice L. Walton Foundation and Walmart.org, Roger managed extensive portfolios spanning diverse subjects, including arts and culture, health and wellness, and community development. He was instrumental in establishing organizations and programs by crafting strategic plans and managing their implementation. Through his efforts, Roger developed leading arts programs at universities across the United States, advanced large-scale initiatives to enhance diversity, equity, and inclusion in cultural institutions nationwide, and furthered efforts to improve equitable access to healthcare through innovative delivery models. Additionally, he designed and implemented signature initiatives for executive leaders and directed the philanthropic response to major disasters and crises across the globe.
Roger’s work in the social impact sector also extends to policy advocacy, international development, and community health initiatives. His engagement with the ONE Campaign in the United Kingdom included evaluating international development policy advocacy efforts for major global political events and developing frameworks to assess advocacy strategies. Additionally, Roger led a community health needs assessment in partnership with the University of Arkansas for Medical Sciences (UAMS) and advised the institution’s leadership in establishing a community health facility for student training in interprofessional healthcare.
Roger is known for his authentic and collaborative leadership style, with a commitment to pragmatic solutions that drive tangible impact. His adaptability allows him to excel in dynamic environments and tackle a range of issues and responsibilities. Whether working with grassroots leaders or senior executives, Roger builds partnerships rooted in trust and servant leadership to drive the progress of initiatives.
He holds a Master of Public Service from the University of Arkansas Clinton School of Public Service and a Bachelor of Arts in History and Political Science from Arkansas Tech University.
Kyle Peterson
Co-founder and Managing Partner
HIGHLIGHTS
- Former Executive Director, Walton Family Foundation: over $600 million in grantmaking per year.
- Built and led Foundation Strategy Group (FSG) for 14 years: advisor to philanthropists around the world.
- Ten years of global development experience in Africa: on-the-ground training for impact.
BIO
Kyle Peterson joined the Peace Corps right out of college and fell in love twice – first with his wife, a fellow volunteer, and the second time with the adventure of making a difference. While in Sierra Leone with the Peace Corps, Kyle helped farmers plant over 100,000 oil palm trees, witnessed a rich culture and heritage, experienced unjust inequities, and was inspired by everyday heroes.
The experience sparked an interest in Africa, international development, and solving big problems through business-like approaches. After getting business and public policy master degrees at the University of Texas, Kyle joined Population Services International (PSI), a non-governmental organization pushing the boundaries on social marketing, a new approach to social change at the time. Kyle went to Rwanda, six months after the end of the country’s genocide, as country director to restart PSI’s program shut-down during the war. He established a family planning and HIV/AIDS prevention program. Two years later, he started PSI’s social marketing program in Zimbabwe, the epicenter for HIV in Southern Africa in the mid-1990s. Kyle launched a number of novel health programs through the private sector — including a network of HIV counseling and testing sites and insecticide treated mosquito bed nets — that averted thousands of cases of HIV/AIDS and malaria.
Interested in private sector approaches, he signed on with Monitor Consulting to learn the strategy-making ropes, moving from Zimbabwe to Boston. He was soon in Wichita managing a competitiveness study for the firm’s founder, Harvard Business Professor, Michael Porter. He went back to Rwanda and started a multi-year project advising President Kagame and the Cabinet on the country’s economic strategy.
In 2001, Michael Porter and Mark Kramer had just started a new type of consulting organization — Foundation Strategy Group (FSG) — to help philanthropists be more effective. Kyle helped to launch and lead FSG over the next 14 years. While at FSG, Kyle built the global development and health practice areas and led over 150 consulting engagements for foundations, companies, and nonprofits. He also served on FSG’s board of directors and helped with big idea pieces, such as “Catalytic Philanthropy,” “Collective Impact,” and “Shared Value.”
The Walton family was searching for a new leader of their family philanthropy and Kyle signed on as the head of the 30 year-old Walton Family Foundation, based in Bentonville, Arkansas, in 2016. In the role, he oversaw the transformation of one of the nation’s largest family foundations to support $600 million in annual grant making, across education, environment, and economic development program areas. He also supported the philanthropic projects of all Walton family members, which included establishing new charitable vehicles. He helped to create a think tank serving the Heartland and was the founding board chair for two groundbreaking charter school facility revolving loan funds. He strengthened the profile of the organization with a new mission and vision and values; led a diversity, equity, and inclusion assessment and organizational change effort; and built new collaborative relationships with other funders.
Kyle has a BA in international studies from the American University, an MBA from the McCombs School of Business (University of Texas), and an MPA from the LBJ School of Public Affairs (University of Texas). He has served on several boards during the last decade, including Foundation Strategy Group, Crystal Bridges Museum of American Art, and the Global Health Council. He is a lifetime member of the Council on Foreign Relations.
Kyle is a frequent speaker on family and institutional philanthropy, corporate social engagement, and international development. He is author of several field reports including “Ahead of the Curve: Insights for the International NGO of the Future” and “Competing by Saving Lives: How Pharmaceutical and Medical Device Companies Create Shared Value in Global Health” and articles such as “Lobbying for Good” featured in the Stanford Social Innovation Review. He contributed the chapter “Social Enterprise and Innovation in Emerging Markets” with Leslie Crutchfield in the 2016 book, Innovation in Emerging Markets.
When not working, Kyle loves to travel, hike, and mountain bike with his wife, Maury, and teenage son, Finn.
Drew Petty
Senior Advisor
Drew Petty
Senior Advisor
Drew Petty is the President and Founder of Black Dog Group, an impact advisory firm based in Denver, Colorado. A seasoned leader in the impact sector, Drew has dedicated his career to transforming vision into reality. He is adept at navigating significant inflection points for individuals and organizations, expertly translating aspirations into actionable strategies and robust implementations. Drew’s comprehensive experience includes managing large-scale grants, fostering community engagement, and facilitating donor collaborations across a broad spectrum of domains such as the arts, healthcare, education, and community development.
In his role leading Black Dog Group, Drew provides strategic advisory services to individuals, family offices, companies, and foundations on matters related to philanthropy and the broader concept of social impact. He specializes in helping evolve strategies, developing new programmatic initiatives, and launching structures that enhance collaboration while also maximizing impact.
Prior to founding Black Dog Group, Drew worked with the Walton family on numerous large-scale initiatives in a variety of roles. During his tenure with the family, he helped launch an education innovation fund for Walton Family Foundation, form a de novo medical school in Arkansas, and scale a constellation of philanthropic entities for a member of the family. His roles had him overseeing strategic and operational management of philanthropic endeavors, including significant assets and complex philanthropic vehicles.
Before his work with the Walton family, Drew was a founding team member of the Markle Foundation’s Skillful Initiative, where he led national efforts to promote skills-based employment practices and facilitated the expansion of innovative workforce development programs across multiple states.
Drew began his career in consulting, leading post-M&A integration engagements and developing strategic initiatives for clients in the telecom and energy sectors. This early experience in consulting provided him with a strong foundation in strategy development, systems thinking, and advanced data analysis, which continue to be valuable in his professional work.
Drew holds a Bachelor of Science in Business Administration from the University of Colorado at Boulder. His deep understanding of personal and institutional philanthropy, coupled with his expertise in the diverse ways funders can deploy resources—from grantmaking to collaborative efforts—makes him a trusted advisor in the field of social impact.
Tom Pyun
Project Manager
Tom Pyun
Project Manager
Tom Pyun is a strategist, master synthesizer, and data storyteller who has worked with leading public health and human services institutions across the nonprofit, philanthropic, and governmental sectors. As an independent consultant, he advised The California Endowment for over 8+ years on evaluation and strategic learning projects across various content areas, including criminal justice reform, healthcare access, policy, and school discipline reform.
Racial justice and health equity are at the center of his consulting practice. He previously worked with Blue Shield of California Foundation on an initiative to improve cultural competence in the domestic violence field. Additionally, he served as a FUSE Executive Advisor with the Los Angeles County Department of Health Services. During his fellowship’s tenure, he used expert facilitation, human-centered design, data analytics, and other change management techniques to drive impact at the population level. Moreover, he led a series of interventions and health innovation pilots that successfully cut patient wait times in half at the largest jail in the country.
Other past clients of his include The Bill and Melinda Gates Foundation, The James Irvine Foundation, Edge Collaborative (a program of the Community Foundation of San Joaquin County), LYRIC SF, and SAGEVenture.
Previously, he served as an Allan Rosenfield Global Health Fellow and Senior Technical Advisor at the US Centers for Disease Control and Prevention in Dar es Salaam, Tanzania. He also worked at The Bridgespan Group, a social sector strategy consultancy incubated by Bain & Company.
He began his career in entertainment as a talent development intern at MTV Networks and as a mailroom clerk at a global talent agency before serving as an AmeriCorps VISTA volunteer at Oakland Unified School District.
Tom has a BA in Sociology from Vassar College, an MPH in Epidemiology from Columbia University’s Mailman School of Public Health, and an MFA in Creative Writing from Antioch University-Los Angeles. He has co-authored multiple articles published in peer-reviewed scientific journals, and his creative writing has been nominated for a Pushcart Prize and Best of the Net Award.
Elizabeth Ramirez
Senior Advisor
Elizabeth Ramirez
Senior Advisor
Hannah Claire Reyes
Project Consultant
Hannah Claire Reyes
Project Consultant
Hannah Reyes is committed to refugee and migration issues, housing, public health, and poverty alleviation. Passionate about cross-sector collaboration, she leverages her expertise as a social worker with a strong foundation in research, analysis, and strategy to drive meaningful impact.
With extensive experience in the nonprofit and public sectors, Hannah has served as a consultant for philanthropic and nonprofit programs focused on workforce development as a pathway out of poverty, health initiatives for individuals in subsidized housing, health coverage outreach, maternal and infant health, and animal welfare. She has also worked directly with vulnerable populations as a hospice volunteer, a supportive housing case manager, a resource for young adults with disabilities, and a student clinician assisting parents of children with developmental delays. As an AmeriCorps VISTA alum, she supported more than 14 nonprofits in the Greater Houston area with their training and capacity-building needs.
Most recently, Hannah has focused on refugee support both domestically and internationally. She served as a Housing Coordinator for arriving refugees and Special Immigrant Visa holders in Houston, following an internship at the UN High Commissioner for Refugees in Geneva, Switzerland. There, she contributed to the first-ever annual report on standby partnerships and assessed the process and communications of emergency deployment mechanisms.
Hannah holds a Master of Public Affairs and a Master of Science in Social Work, along with a Data Science Certificate and a Nonprofit Studies Portfolio, from the University of Texas at Austin. She is a Licensed Master Social Worker in the state of Texas.
Javier Sanchez
Grants Management Consultant
Javier Sanchez
Grants Management Consultant
Rania Sohail
Impact Advisor
Rania Sohail
Impact Advisor
Lauren Stadler
Impact Advisor
Lauren Stadler
Impact Advisor
Lauren is an Impact Advisor at Boldly Go Philanthropy where she helps funders achieve their philanthropic ambitions and supports firm development activities.
Lauren previously served as a Senior Philanthropy Associate at Lever for Change, an affiliate of the John D. and Catherine T. MacArthur Foundation that designs and manages grant competitions on behalf of donors. In her role, she supported the identification, cultivation, solicitation, and stewardship of donors whom Lever for Change helped grant over $1 billion to high-impact nonprofits and social ventures.
Previously, Lauren held internship positions across the social sector including at the Global Food and Agriculture Program at the Chicago Council on Global Affairs, the University of Chicago’s Center for Global Health, and Health Access Connect, a public health NGO in Kampala, Uganda.
Lauren is a graduate of New York University with a B.A. in Global Public Health and History. In 2023, Lauren was selected as an Aspen Ideas Health Fellow.
Lauren was born and raised in Chicago. In her free time, she enjoys traveling, trying new recipes and restaurants, and spending time outdoors.
Melissa Starace, Ed. D.
Dexter F. & Dorothy H. Baker Foundation Director
Melissa Starace, Ed. D.
Dexter F. & Dorothy H. Baker Foundation Director
Melissa D. Starace joins Boldly Go to execute the philanthropic activities of the Dexter F. & Dorothy H. Baker Foundation following 25+ years serving community college and private higher education institutions. As Foundation Director, Melissa will represent the family foundation in the Lehigh Valley community, oversee local grant making, help plan and execute philanthropic strategy, and utilize multiple philanthropic tools to drive impact with a particular focus on youth, arts, human services, and entrepreneurship. A convener and connector of people and programs, Melissa brings experience and a passion for fundraising, community engagement, board development and governance, advocacy, teaching and research.
She previously served as the executive director at the Lehigh Valley Funders Network, associate vice president for advancement at DeSales University, interim foundation executive director and vice president of advancement at Owens Community College, and assistant to the president for board and community relations at Lafayette College. During her advancement tenure she held senior volunteer leadership appointments at the district and national levels for the Council for the Advancement and Support of Education (CASE).
A lifelong Lehigh Valley, PA resident, Melissa earned a doctoral degree from the University of Pennsylvania, a master’s degree in education from Lehigh University, a bachelor’s degree in sociology from Cedar Crest College and attended Northampton Community College. She enjoys spending time with family and friends, volunteering, baking, outdoor activities, and is becoming more engaged in meditation and mindfulness practices.
Awais Sufi
Senior Advisor
Awais Sufi
Senior Advisor
Awais Sufi is a consultant, attorney and executive coach that regularly provides strategic counsel and leadership in the design and execution of complex public-private, philanthropic and nonprofit ventures. In his consulting work, Awais works as a close partner to executive leaders, boards and investors as they construct and execute upon new approaches designed to drive growth and greater impact.
Through his own ventures, Awais has catalyzed new enterprises and efforts supported by over $250M in investments from foundations, companies, individuals, and governments. Prior to building his strategy consulting practice, Awais served as Entrepreneur in Residence at the Ewing Marion Kauffman Foundation, where he raised capital, built the strategy and led the team at SchoolSmartKC, a $100M+ collaborative fund designed to catalyze educational improvement and innovation in Kansas City. In building this collaborative platform, Awais worked in close partnership with the core donors anchoring this effort including the Kauffman Foundation, the Walton Family Foundation and the Hall Family Foundation.
Prior to his work at SchoolSmartKC, Awais served as Chief Operating Officer and Executive Vice President at the International Youth Foundation (IYF) where he drove strategy across teams working in 50 countries through 10 worldwide offices. Prior to his work with IYF, Awais was the founding Managing Director of the Education for Employment Foundation, a startup venture that now continues two decades later working closely with business leaders to annually provide thousands of Middle Eastern youth with exceptional training and jobs.
Awais started his career as a lawyer, working as a corporate and securities attorney at the Washington, D.C. law firm Arnold & Porter, and as Law Clerk to the Honorable Judge John Sprizzo of the United States District Court for the Southern District of New York. He’s a graduate of the University of Texas School of Law, where he was an editor of the Texas Law Review, and the University of Chicago where he was a member of the Maroon Key Society.
Kristen Summers
Operations and Grants Assistant
Kristen Summers
Operations and Grants Assistant
Rachel Gordon Vivas
Project Manager
Rachel Gordon Vivas
Project Manager
Rachel Gordon Vivas
Rachel has over 10 years of experience providing both strategy and management consulting services to non-profits, foundations and public sector entities. In a variety of cross-sector roles, she has developed a toolkit of best practices and data-driven techniques to closely collaborate with partner organizations and drive social impact.
Rachel began her career advising academic institutions on how to increase operational efficiencies, reduce costs and mitigate risk through data analysis, business process redesign and stakeholder interviews. She then transitioned to providing project management support to local governments, including planning, executing and implementing long-term initiatives, as well as advising on performance improvement strategies to enhance their daily operations. More recently, Rachel works with social change organizations to develop high-impact strategies and operational approaches centered on racial equity.
Outside of consulting, Rachel has managed research and evaluation projects to support data-driven decision-making regarding resource allocation and real estate investment in support of community development activities. She has led focus groups with community members and conducted demographic analyses to assess education, health and housing needs and develop models to measure long-term outcomes in their areas. She also served as a Mayoral Fellow focusing on government efficiency, policy analysis and enhancements to city-wide initiatives related to economic development, education, public safety and sustainability for the City of Chicago.
Rachel earned her BA from the University of Michigan in Organizational Studies and Political Science as well as her MPP from the Harris School of Public Policy at the University of Chicago. She also currently serves as an Associate Board Member for City Year Detroit and a mentor to its corps members.
Sherese Ward
Impact Manager
Sherese Ward
Impact Manager
Maggie Wittman
Operations Manager
Maggie Wittman
Operations Manager
Maggie has over a decade of experience working in the social sector. She brings a blend of experiences including teaching and facilitation, project management, operations, and building partnerships with external and internal stakeholders. Maggie enjoys working with smaller organizations to support their growth and strategic development as they begin and transition into new phases of organizational life.
She began her career in the classroom, teaching high school Algebra in Charlotte, NC, through Teach For America and then joined the national organization’s recruitment team. She was the founding project manager of Read Charlotte, a community initiative dedicated to improving children’s literacy from birth through third grade. Most recently, Maggie lived abroad in Stockholm, Sweden, with her family. There she served as the Head of Internal Operations for a small nonprofit organization called the Right Livelihood Foundation which gives monetary prizes and additional support to various changemakers worldwide.
Maggie graduated from Indiana University in Bloomington with a bachelor’s in political science. She also holds an M.S. from Stockholm University in Management and Organizational Development. With her family, Maggie currently resides in Charlotte, NC, and enjoys a nice hike in the Blueridge mountains, time at the beach, and chasing her toddler.
Jesús Luis Zúñiga IV
Project Consultant
Jesús Luis Zúñiga IV
Project Consultant
Jesús Luis Zúñiga IV graduated from the University of Pennsylvania with dual master’s degrees in Nonprofit Leadership and International Educational Development. He is interested in collaborative philanthropy and dedicated to improving quality and access of education. Prior to Penn, Jesús Luis was Director of Development at the Latin American Leadership Academy in Medellin, Colombia. Previously, he taught English in Cameroon as a Peace Corps volunteer and later in Puerto Rico, after making a pivot from investment banking. Jesús Luis is from Houston, TX and holds a B.A. in economics from Amherst College.
advisors
Meet our advisors whose networks, knowledge, and expertise help us raise our game.
Leslie Crutchfield
Executive Director, Georgetown University’s Business for Impact Initiative
Leslie Crutchfield
Executive Director, Georgetown University’s Business for Impact Initiative
Leslie is an author, educator, social change expert and Executive Director of Business for Impact at Georgetown University’s McDonough School of Business. Business for Impact’s core value is that companies can be a powerful force for good in the world, and the center delivers world-class education, student experience, and cross-sector collaborations for people, planet and profit.
Leslie’s latest book is How Change Happens: Why Some Movements Succeed While Others Don’t, noted in The New York Review of Books as a blueprint for groups inspired to take action on today’s major causes. Leslie also co-authored the bestselling Forces for Good: The Six Practices of High-Impact Nonprofits – recognized by The Economist on its Best Books of the Year list – and Do More than Give. She teaches corporate social responsibility in Georgetown’s MBA program and nonprofit leadership on LinkedIn Learning.
Leslie previously was managing director at Ashoka, the global venture fund for social entrepreneurs, and co-founded a national nonprofit social enterprise in her 20s. Leslie has contributed to Fortune, Forbes, The Chronicle of Philanthropy, and Stanford Social Innovation Review, and has appeared on programs such as ABC, FOX, NPR and PBS. She has volunteered on SEED Foundation and Kiva’s boards and with Crossroads Africa. She holds an MBA and BA from Harvard, and resides in the Washington, D.C. region.
Julie Fisher Cummings
Trustee, Max M. & Marjorie S. Fisher Foundation
Julie Fisher Cummings
Trustee, Max M. & Marjorie S. Fisher Foundation
Julie Fisher Cummings MSSW (Columbia University, School of Social Work) presently serves as the Chair of the Board for the Community Foundation for Palm Beach and Martin Counties.
Ms. Cummings advocates for responsible policies on health, education, and philanthropy on behalf of underserved and marginalized children and families
She is the co-founder and Chair of Lovelight Foundation, which focuses on domestic child sex trafficking, undeserved women and girls and early childhood education and care. She served as the Executive Producer of I am Jane Doe, an award-winning documentary about domestic child sex trafficking, highlighting the legal battle against Backpage.com which ultimately led to its discontinuation and seizure by the FBI.
She has forged effective public-private partnerships and new funding networks in Florida and across the U.S. She is a co-founder of the Florida Women’s Funding Alliance, which has commissioned two research reports to drive policy change and enhance the quality of life for women and girls in the state of Florida: The Status of Women in Florida by County and The Status of Girls in Florida by County. Through the Max M. and Marjorie Fisher Foundation (Vice Chair), she was the founding sponsor of the Southeastern Michigan Early Childhood Funders Collaborative.
Bridging academia, public service, and policy reform, she has dedicated over 40 years to civic leadership locally and nationally through her positions at: Corporation for National and Community Service (Presidential appointee), Mailman School of Public Health at Columbia University (Board), and Children’s Hospital of Michigan (Board). In both Florida and Michigan she has held board and leadership positions with the United Way and with local Community Foundations (Southeastern Michigan and Palm Beach and Martin Counties), Council of Michigan Foundations (Board Chair), Women Moving Millions (Founding Steering Committee), Ms. Foundation (Advisory Committee), Jewish Teen Funders Network (Founding Trustee), the Jewish Women’s Foundations in Florida and Michigan (Founding member), and Council for Strong America, and The Lord’s Place.
She is developing a graduate level course in Child Policy for Columbia University, Graduate School of Social Work. Previously, she served as an adjunct visiting professor at the University of Miami, Department of Public Health Sciences, Miller School of Medicine.
She has been honored by organizations such as Cranbrook Schools (Distinguished Alumnae), Palm Beach Atlantic University (Woman of Distinction), Alternatives for Girls (Role Model of the Year), Anti-Defamation League (Woman of Achievement), Women’s Funding Network (Leadership, Equity and Diversity Award) and Community Foundation for Palm Beach and Martin County (Founders Award), Ryan Licht Sang Foundation (Shining Star Award), Families First of Palm Beach County (Harriet Goldstein Award).
Max Disney
Trustee, Roy + Patricia Disney Family Foundation
Max Disney
Trustee, Roy + Patricia Disney Family Foundation
Max Disney has been a board member of the Roy + Patricia Disney Family Foundation for the last 15 years, during which he has seen and helped shape the foundation through three generations. Max’s experiences as a family office and family foundation member have given him practical experience and insight into how families can work together to create effective results for themselves and the communities they serve. Beyond his philanthropic background, Max has advised, founded or funded numerous tech startups. His major areas of focus remains in working with developing countries, with a focus in Africa, to provide basic services to marginalized communities around the world at scale as well as the world of entertainment.
Amy Goldman
CEO and Chair, GHR Foundation
Amy Goldman
CEO and Chair, GHR Foundation
Amy Goldman, CEO and Chair of GHR Foundation, brings her expertise in diplomacy and social investment to the foundation’s work locally, nationally and globally, guiding the foundation’s mission to unleash limitless potential for good. Under her leadership, GHR demonstrates bold and thoughtful partnership, catalyzing groundbreaking pursuits to prevent Alzheimer’s Disease and related dementias; to cultivate a vibrant, inclusive global Catholic Church in service to those most marginalized; and to support financial empowerment and educational excellence in the foundation’s hometown of Minneapolis and St. Paul, MN.
She is a member of the University of St. Thomas Board of Trustees, Santa Clara University Board of Trustees, Opus Holding Board of Directors, Jesuit Refugee Service International Development Group, Mayo Clinic Leadership Council, Council on Foreign Relations, and Georgetown University Walsh School of Foreign Service Board of Advisors.
Amy holds a master’s degree in political science from the University of California at Berkeley, a master’s degree in law and diplomacy from Tufts University Fletcher School of Law and Diplomacy, and a bachelor’s degree in foreign service from Georgetown University.
Namrita Kapur
Lecturer, Yale School of Management
Namrita Kapur
Lecturer, Yale School of Management
Namrita Kapur combines a unique mix of traditional finance skills from her time in investment banking with environmental, social and governance (ESG) impact assessment experience as a senior leader in the nonprofit space. Currently, she is a Lecturer teaching sustainable finance at the Yale School of Management, and consults to several philanthropists, including the founders of one of the oldest venture capital firms and of a Fortune 500 company. Namrita is best recognized for being second-in-command in developing the products and platform of Root Capital, and for having developed Eileen Rockefeller Family Foundation’s approach to organizational development. In her philanthropic work, she has helped coordinate $75 million of annual global grant-making across 40+ funders worldwide to transition to a clean energy future. Namrita served as Board Treasurer of the Environmental League of Massachusetts from 2010-2016, holds an MBA and a MA of Environmental Management from Yale University, and a Bachelor’s degree in Molecular Biology from Princeton.
Eric Kelly
President, Quantum Foundation
Eric Kelly
President, Quantum Foundation
Eric Kelly has a Bachelor of Science degree in Communications from Florida State University and a Master of Organizational Management from Florida Atlantic University.
He is the President of Quantum Foundation—a West Palm Beach-based health corporation that manages a $180 million investment portfolio. As President, Eric is responsible for formulating strategy to deploy a multi-million dollar grant portfolio of funds, annually to qualified organizations in Palm Beach County to improve community and health outcomes. He is a corporate officer of the foundation and manages the governing affairs of the corporation with the Board of Directors; and oversees all administrative duties. Eric works across the private, not-for-profit, and public sectors to ensure community improvement initiatives are sustainable and offer systemic solutions. Eric often challenges the historical philanthropic assumption of “doing charity” in an effort to create effective drivers for equitable change.
Eric is a past executive committee member of Florida Philanthropic Network, a statewide association of private, corporate, and family foundations, community foundations and public charities who hold $6.5 billion in assets and collectively invest over $430 million annually to communities around the state of Florida. He is also a past executive committee member of Philanthropy Southeast, a regional association of 340 grant-making foundations that represent 11 states in the American South and the U.S. Virgin Islands. He also serves on the Board of the Economic Council of Palm Beach County, a non-partisan business organization that supports collaboration between the public and private sectors in the County as well as a director on the Business Development Board of Palm Beach County.
Eric Kelly lives in West Palm Beach with his wife, Kirra. They have four children: Madison, Mason, Miles, Malachi and two family dogs, Meadow and Madden.
David Krieger
Managing Partner, Tupper Lake Partners
David Krieger
Managing Partner, Tupper Lake Partners
David B. Krieger is based in Houston, and for two decades was a senior partner at Warburg Pincus, primarily focused on energy investments. He is currently a managing partner of Tupper Lake Partners, a venture studio he co-founded with the aim of starting up software and data /analytics companies in the energy transition space. Previously, he worked at McKinsey & Company. Mr. Krieger is a director of several energy and energy technology companies.
He also serves as a Trustee of Houston Symphony, and serves on the Development Board of the University Of Texas Health System. Mr. Krieger received a B.S. in economics summa cum laude from the Wharton School of the University of Pennsylvania, an M.S. with high honors from the Georgia Institute of Technology and an M.B.A. with distinction from Harvard Business School.
Katherine Lorenz
Chair, Cynthia and George MItchell Foundation
Katherine Lorenz
Chair, Cynthia and George MItchell Foundation
Katherine Lorenz is Chair of the Board of the Cynthia and George Mitchell Foundation (www.cgmf.org), a grantmaking foundation focusing on environmental sustainability in Texas, and Senior Advisor at the National Center for Family Philanthropy (www.ncfp.org). She is the Leader of the Next Gen of the Giving Pledge, and Forbes named Ms. Lorenz “Ones to Watch,” an up-and-coming face in philanthropy in 2012. Previously, she served as Deputy Director for the Institute for Philanthropy (www.instituteforphilanthropy.org), whose mission is to increase effective philanthropy in the UK and internationally.
Prior to that, Ms. Lorenz lived in Oaxaca, Mexico for nearly six years where she co-founded Puente a la Salud Comunitaria (www.puentemexico.org), a non-profit organization working to advance food sovereignty in rural Oaxaca through the integration of amaranth into the diet. She continues to be involved with Puente’s work as an active board member. Before founding Puente, she spent two summers living in rural villages in Latin America with the volunteer program Amigos de las Américas and later served on their Program Committee and as a trustee of the Foundation for Amigos de las Americas.
Additionally, she currently serves on the Boards of Directors of the Environmental Defense Fund, The Philanthropy Workshop (Vice-Chair), and the Endowment for Regional Sustainability Science, and formerly was a Fellow and later Board Chair at the National Center for Family Philanthropy, a Board Member of Exponent Philanthropy, Resource Generation, the Amaranth Institute, and a member of the National Academies’ Roundtable of Science and Technology for Sustainability. Ms. Lorenz is a member of the Global Philanthropists Circle of the Synergos Institute and serves on the Leadership Council of the Greater Houston Community Foundation and the national advisory committee of USC’s Irene Hirano Inouye Philanthropic Leadership Fund. Ms. Lorenz holds a B.A. in Economics and Spanish from Davidson College.
Lisa Montez
Senior Counsel, Philanthropy and Impact Investments at Builders Vision
Lisa Montez
Senior Counsel, Philanthropy and Impact Investments at Builders Vision
Lisa Montez is the general counsel at the Walton Family Foundation. In this role, Lisa guides the foundation’s use of philanthropic tools to maximize social impact and provide advice on a wide range of legal matters, including compliance with the laws and regulations applicable to private foundations, formulation of governance and compliance policies, advising program staff with respect to grantmaking, and other general corporate and transactional matters.
Prior to joining the foundation, Lisa spent 10 years at the John D. and Catherine T. MacArthur Foundation, most recently serving as its deputy general counsel and assistant secretary. In that role, she assisted the general counsel and secretary in providing advice and counsel on compliance with nonprofit tax laws and regulations, corporate and board governance matters, and grants and impact investments in nonprofit and for-profit U.S. and non-U.S. organizations. Lisa also coordinated the foundation’s pro bono counsel network.
In addition to her experience at MacArthur, Lisa has spent time at the McCormick Foundation and the Chicago office of Chapman and Cutler, where she practiced public finance law focused on bond financing and securitization of tax-exempt status.
Lisa is a graduate of Rice University and the University of Texas School of Law.
Jocelyn Sargent
Former Executive Director, Hyams Foundation
Jocelyn Sargent
Former Executive Director, Hyams Foundation
Jocelyn Sargent is a political scientist and institutional change agent with over two decades of experience advancing democracy and social justice agendas. A co-founder of the Center for Social Inclusion, now a component of Race Forward, she has spent most of her career devoted to social equity, civil society, and leadership development. She aligns her social science training and extensive experience managing philanthropic programs to support clients and institutions seeking to make a long-lasting impact on equity and justice. Ms. Sargent is the Director of Restorative Justice and Transformation in Medicine at the American Medical Association Center for Health Equity.
Ms. Sargent is dedicated to promoting social justice by empowering marginalized communities. To this end, she has facilitated community change efforts with legislators, business leaders, and grassroots advocates to improve local non-partisan voter information and outreach activities in low-income communities. While at the Open Society Foundation and then later at the W.K. Kellogg Foundation, she designed philanthropic and government programs to leverage and coordinate resources to increase the capacity of and encourage multi-sector, cross-community collaboration for economic and social equity. Ms. Sargent, the former Executive Director of the Hyams Foundation, was recognized for her outstanding sectoral leadership on racial equity and social justice issues in 2017 by the Boston Business Journal and in 2018 by the Boston Magazine. In 2020-2021, as the Executive Strategic Consultant, Ms. Sargent led and managed the organizational and programmatic development of the New Commonwealth Racial Equity and Social Justice Fund – a ground-breaking philanthropic initiative created to provide financial support, essential resources, and thought leadership.
As a researcher, Ms. Sargent has developed and directed large-scale impact evaluations of major philanthropic programs of the Ford Foundation, Charles Stewart Mott Foundation, Rockefeller Foundation, and various local community foundations. She has designed research strategies, directed assessment activities, and analyzed data to make recommendations that informed the philanthropic sector’s practices and resource allocations for strengthening community organizing and grassroots advocacy for social justice. She also brings a professional background in grantmaking, public policy, community development, and research and assessment.
Ms. Sargent was born and raised in Austin, TX, and received her Bachelor of Arts in Government at the University of Texas at Austin. She earned her doctorate in political science from the University of Michigan at Ann Arbor. Because of her roots in the US South, she has a deep passion for a fair and just society.
Emily Tow
President, Tow Foundation
Emily Tow
President, Tow Foundation
Emily Tow joined The Tow Foundation’s Board of Directors in 1990, two years after its inception, and has served as the Foundation’s president since 1995. Under Emily’s leadership, what started simply as a way for her family to give back to the community has grown into a well-established organization of 15 full-time staff with over $25 million in annual giving. In her role as president, Emily upholds the Tow legacy by advancing the strategic direction of the Foundation and engaging the next generation of family members in the work. Emily’s commitment to the Foundation’s areas of focus extends far beyond her role as president. She is a trustee of New York Public Radio and The Marshall Project and serves on the Advisory Committee of the American Theatre Wing. She was also appointed by New York’s governor to serve on the New York State Juvenile Justice Advisory Group. Emily earned her B.A. in history from Barnard College of Columbia University and received an honorary Doctor of Criminal Justice degree from the University of New Haven.
Rajiv Vinnakota
President, The Institute for Citizens & Scholars
Rajiv Vinnakota
President, The Institute for Citizens & Scholars
Raj Vinnakota is president of The Institute for Citizens & Scholars. The Institute prepares leaders and engages networks of people and organizations to meet urgent education challenges. The overarching goal is to shape an informed, productively engaged, and hopeful citizenry.
Raj is former executive vice president at the Aspen Institute where he launched the Youth & Engagement Programs division to work directly with young people ages 14 to 24 in urban and rural communities nationwide. Prior to joining the Aspen Institute, Raj was the co-founder and CEO of The SEED Foundation, a non-profit managing the nation’s first network of public, college-preparatory boarding schools for underserved children. For his work at The SEED Foundation, Raj and his business partner Eric Adler have been named Washingtonian of the Year by Washingtonian magazine, are recipients of the Manhattan Institute’s Social Entrepreneurship Award, and are recipients of Oprah Winfrey’s “Use Your Life” Award.
Raj attended Princeton University, from which he received a degree in Molecular Biology, as well as certificate of studies from the Woodrow Wilson School of Public Policy. Raj’s first job after college was as a management consultant with Mercer Management Consulting. Raj is a board director for a public company, Colfax Corporation (NYSE: CFX). He is a former trustee and executive committee member for Princeton University. In 2009, he received the Woodrow Wilson Award, the highest honor that Princeton bestows on an undergraduate alumnus.
Raj is an Echoing Green fellow and an Ashoka fellow. He is married and has one daughter and one cat. He loves basketball, working out and learning from his daughter.
Jeff Walker
Trustee, Philanthropic Leader, Author
Jeff Walker
Trustee, Philanthropic Leader, Author
Jeff Walker is Chairman of New Profit, a social change investment fund and is Vice Chair in the WHO/CHAP Venture focused on front line health. He also currently serves on the boards of the African Philanthropy Forum, Just Capital, UVA Center for Contemplative Sciences (where he is chair), Giving Tuesday, the Aspen Management Partnership for Health and the University of Virginia’s Undergraduate Business School, where he was President for ten years. He is a partner in Bridge Builders investment fund for Mindful Wellness. Jeff was on the board of the University of Virginia, Chairman of The Council of Foundations at University of Virginia (UVA), served on the Berklee College of Music Board, the Harvard Business School Dean’s Board of Advisors and was on the Visiting Committee and is on the Advisory Boards of MIT Media Lab and the Harvard School of Public Health. He has been on numerous other for-profit and non-profit boards.
Previously, Jeff was Executive-in-Residence at Harvard Business School, focusing on social enterprises and collaboration, and a Lecturer at the Kennedy School. At Harvard, he helped to develop a course in exponential fundraising for nonprofits. He served as the Chairman of Millennium Promise, partnering with the United Nations and Columbia University, an incubator to eliminate extreme poverty, and was the Chairman of the Thomas Jefferson Foundation (Monticello), where he is as an Emeritus Trustee. Jeff Co-Founded and was Chairman of Npower, an organization that provides shared technology services to nonprofits.
Jeff co-authored the book, “The Generosity Network”, about new approaches to gather resources to address causes each of us are passionate about. He also received the John C. Whitehead Award for Social Enterprise from the Harvard Business School Club of New York City. He is currently teaching, researching and writing on the issue of systems entrepreneurship and systems change.
For twenty five years Jeff was CEO and Co-Founder of CCMP Capital, the $12 billion successor to JPMorgan Partners, JPMorgan Chase & Co’s global private equity, Vice Chairman of JPMorgan Chase & Co. and Chairman of the JPMorgan Chase Foundation. He has an M.B.A. from Harvard Business School and a B.S. from the University of Virginia, is a Certified Management Accountant and a Certified Public Accountant. He received the John Whitehead award for philanthropy from the NYC HBS Club.
Atiya Weiss
Executive Director, The Burke Foundation
Atiya Weiss
Executive Director, The Burke Foundation
As Executive Director, Atiya leads the Burke Foundation’s efforts to invest in the most promising and transformative programs and policies that foster the health, well-being, and resilience of children and families in New Jersey. She oversees the development and execution of its strategies to pursue targeted initiatives and partnerships focused on healthy pregnancies and births, healthy parent-child relationships, and high-quality early learning and care.
Before joining the Burke Foundation, Atiya was Executive Director at JP Morgan’s Philanthropy Center advising charitable trusts and family foundations on strategy, impact, and legacy for five years. At JP Morgan, she supported the development and launch of the Global Health Investment Fund, a $100 million social impact fund to advance the development of new drugs, vaccines and diagnostics, in partnership with the Gates Foundation. From 2001-2011, she led the Pfizer Foundation’s global health portfolio and spearheaded flagship programs, including Pfizer Global Health Fellows and Mobilize Against Malaria.
Atiya is interested in breaking silos and building coalitions, centered around community voices, to make systems change and build a cycle of opportunity across generations. She is passionate about collaborating with leaders across sectors to tackle the social problems facing underserved children and their families, and firmly believes that effective partnerships can unlock the potential of communities and create meaningful, lasting change.
Atiya graduated with degrees in biology and public policy from Brown University and has a Masters in Public Health in epidemiology from Columbia University. She serves as trustee with the Council of New Jersey Grantmakers. She lives in Princeton with her husband and two sons.
Clare Woodcraft
Executive Director, Cambridge Judge Business School Centre for Strategic Philanthropy
Clare Woodcraft
Executive Director, Cambridge Judge Business School Centre for Strategic Philanthropy
Clare Woodcraft has over 25 years of experience working in the field of socio-economic development and philanthropy in emerging markets.
She is the former CEO of Emirates Foundation, the national foundation of the UAE, where she led the organization’s transition from traditional grant-making to the model of Venture Philanthropy. During her time as CEO, she was elected as the Chair of the Arab Foundations Forum, a regional network of foundations where she helped to promote the model of strategic philanthropy.
Earlier she served as the Deputy Director of Shell Foundation, a leader in the philanthropic sector whose business model entails building scalable social enterprises to address global development challenges, otherwise known as enterprise-based philanthropy. Prior to this she was the Regional Director of Communications for Royal Dutch Shell in the Middle East and North Africa overseeing the company’s social investment and its transition into a more strategic focused portfolio in 14 countries. Earlier, Woodcraft headed Visa International’s public affairs arm in emerging markets working closely with governments in over 90 markets, to deploy social investment for public good with a focus on financial systems and electronic payments. Previously she worked as the Finance Editor of Middle East Economic Survey, a specialized energy journal reporting on socio-economic development related to oil economies.
She writes and speaks extensively on the paradigm shift in the philanthropic sector and is a vocal champion of Venture Philanthropy. Woodcraft is a fluent Arabic and French speaker with a BA in Modern Languages and a MSc in Development from LSE.
partners
We build the exact right team for each client. To do so, we draw upon our people and a small group of best-in-class strategic partners with significant expertise and experience in issues such as education, environment, health, economic opportunity, and gender and racial equity; and deep functional expertise in impact investing, scenario planning, evaluation, legal services, and strategic communications.
Highlighted partners include:
Equity Focused Strategy Consultancy
Equity Focused Strategy Consultancy
PUBLIC EQUITY GROUP
Public Equity Group (PEG) is a diverse practice of strategy and management consultants mobilized to help visionary leaders and organizations achieve impact. PEG works with partners poised to make a demonstrable difference on the “big issues of the day” — in service of equity.
PEG helps emerging and established social change organizations develop and implement high-impact strategies, best-practice management approaches, and model programs and campaigns that drive change on the ground, in the field, and around the globe. PEG teams engage in strategy and business planning that is robust, practical, and affordable. Our work typically culminates in summary strategic plans that detail a client’s 3-5+ year goals and theory of change, programmatic priorities, organization (staff, skill and system requirements), and economic requirements — as well as ongoing implementation and project management plans.
Gender Focused Strategy Consultancy
Gender Focused Strategy Consultancy
AFTON BLOOM
Afton Bloom is a strategic advisory group that helps purpose-driven organizations go beyond good intentions to create real, equitable change. Led by co-founders Alexandra Geertz and Neeraja Bhavaraju, they have deep experience in research and analysis, stakeholder engagement and facilitation, impact measurement, and strategy development. The Afton Bloom team builds on over a decade of experience to create a more inclusive, creative, and personal approach to strategic advisory services.
Legal Counsel
Legal Counsel
Morgan Lewis
Since its founding in 1873, Morgan Lewis has represented philanthropists and the nonprofit organizations they create through every major development in the tax law. Morgan Lewis’ tax-exempt organizations team represents institutions of all kinds—corporate and family foundations, colleges and universities, hospitals, trade associations, religious organizations, governmental entities, cultural organizations, advocacy groups, and many others—in achieving their objectives.
Boldly Go is fortunate to work with two outstanding tax-exempt attorneys at Morgan Lewis: Tomer Inbar and Lauren Simpson.
Tomer Inbar represents US and international tax-exempt organizations (and for-profits that deal with them) in a broad range of structuring, compliance, and operating matters, including obtaining and maintaining tax-exemption, tax and corporate issues, impact and charitable investing, commercial endeavors, complex corporate structuring and capital aggregation mechanisms, regulatory and tax compliance, governance, conflicts of interest, operational policies and procedures, IRS audits and state attorney general investigations, unrelated business income tax issues, and compensation matters.
Tomer has an extensive background in working with private foundations, public charities, social welfare organizations, and other tax-exempt entities, many of which are active worldwide. He advises clients on issues, structures, and programs in the areas of economic development and poverty alleviation, education, arts and culture, environmental conservation and preservation, food security and food systems, health, technology, lobbying, and general advocacy. Tomer has particular experience navigating the boundaries between charitable and market-based interventions and regularly assists tax-exempt organizations and impact driven for-profits collaborate to maximize social impact. He also focuses on developing innovative capital aggregation structures and vehicles, multi-funder initiatives, and impact investing. Tomer regularly advises on an array of transactions and structures involving tax-exempt organizations, including joint ventures and the establishment of for-profit (and non-profit) subsidiaries and affiliates; innovative models for impact intervention, including utilizing limited liability companies; mergers and acquisitions; program and mission related investments; charitable fund formation; establishing accelerators, incubators, and hybrid/tandem structures; and licensing and service arrangements.
Tomer co-chairs the University of Texas School of Law’s annual Nonprofit Organizations Institute and speaks regularly at programs for tax-exempt organizations. Recent topics have focused on innovative forms and structures for charitable interventions; structuring program- and mission-related investments; charitable investment funds; lobbying and political campaign activities; the fiduciary aspects of program- and mission-related investing; aggregating capital for social good; charitable issues relating to energy and the environment; crisis management and communications; and board governance considerations and liability concerns. Tomer is also a lecturer at the University of California, Berkeley, School of Law. Prior to rejoining Morgan Lewis in 2021, Tomer was a partner at another major law firm.
Lauren Simpson advises tax-exempt organizations on a broad range of issues, including corporate governance, formation and structuring, tax and regulatory compliance, operational policies and procedures, fundraising, domestic and international grantmaking, investment activities, and lobbying and political campaign issues. She also advises on establishing and managing relationships between tax-exempt organizations and for-profit entities, including program and mission-related investments, the creation of incubators and accelerators, and licensing and service arrangements. Her clients consist of private foundations, public charities, social welfare organizations, business leagues, and impact investors, among others.