Boldly Go team
Sharp minds. Big hearts.
people
Meet our colleagues who go above and beyond to deliver results.
Rebecca Alderfer
Senior Impact Advisor
Rebecca Alderfer
Senior Impact Advisor
Rebecca Alderfer, MPP, has 20 years of experience in service to big goals and high impact targets. Her work engages policy, resource alignment, and tenacity to inspire and affect change across complex systems.
Rebecca is a seasoned strategist; guiding US foreign assistance at the White House Office of Management and Budget, stemming global infectious diseases through the U.S. State Department, increasing access to dental care for low income people and assessing housing policy during the Great Recession through the Pew Charitable Trusts, evaluating the capacity of the healthcare workforce in Colorado at the Colorado Health Institute, expanding mental health screening and access to care during pregnancy and postpartum for the ZOMA Foundation, and testing new mental health care strategy for SonderMind, among her range professional and client engagements.
In 2015, Rebecca started her own consulting firm, Summit View Strategies. Through her consulting, Rebecca works to advance societal impact alongside philanthropies, private enterprises, and government. She partners with organizations of all sizes to define, refine, and lean into the journey to achieve meaningful positive change in society.
Rebecca earned a Bachelor of Science degree in Economics from Iowa State University and a Master’s degree in Public Policy from the Humphrey School of Public Affairs at the University of Minnesota. She enjoys anything athletic, is full of wanderlust, and is the mother of two boys.
Lindsay Broyhill
Impact Advisor
Lindsay Broyhill
Impact Advisor
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.
Esder Chong
Project Consultant
Esder Chong
Project Consultant
Esder Chong founded RU Dreamers, a student organization that advocates for undocumented, DACA, and TPS students’ access to higher education. Collaborating with various stakeholders, she led efforts to pass the S699 State Financial Aid bill, expanding access to higher education for undocumented residents in New Jersey. She also worked on the Let’s Drive NJ campaign to expand access to New Jersey driver’s licenses to undocumented immigrants, formerly incarcerated people, domestic violence survivors, and senior citizens who faced barriers to getting state ID. She also worked for the National Immigration Law Center, GW Law Immigration Clinic, and NJ Governor Phil Murphy’s Office of Federal Relations.
She recently completed her Ed.M. from the Harvard Graduate School of Education and has previously completed her Masters in Global Affairs at Tsinghua University as a Schwarzman Scholar. She currently serves as a student strategy member at The Presidents’ Alliance on Higher Education and Immigration and a mentor for Minds Matter Boston and UCLA Labor Center’s Dream Summer program. She was featured in the NY Times, Chronicle of Higher Education, TIME, NPR for her immigrant rights advocacy work. Esder was born in South Korea and raised in Central New Jersey.
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.
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
Research Associate
Helen Ho
Research Associate
Helen Ho has a passion for creating diverse, equitable, and inclusive opportunities within the education and social policy sectors. Her academic and career interests have led her to pursue her Master of Public Affairs from the Lyndon B. Johnson School at the University of Texas. Prior to the attainment of her degree, she has experience consulting for intersectional nonprofits and working with educational institutions. Helen has consulted for the Webber Family Foundation, Infosys, Infosys Foundation USA, Dallas College, and Future Front Texas to drive social impact in local communities across the nation. During her time consulting, she has designed and piloted programs, procured and prioritized funding allocations, and researched best practices to ensure financial and programmatic sustainability. She has worked with undocumented, immigrant, indigenous, and minority populations to empower these underserved communities. Within the education field, she is committed to improving student success and achievement through her work as a preschool teacher, an ESL tutor, and a research advisor. Currently, she is working with the Division of Diversity and Community Engagement at the University of Texas at Austin to connect intellectual resources and support to communities that face the greatest barriers to accessing education.
Helen holds a Bachelor of Science in Applied Mathematics from California Polytechnic State University, San Luis Obispo where she is committed to leveraging her knowledge in data science to inform policy decisions, particularly in the spaces surrounding youth empowerment, workforce development, and academic equity. She has prioritized research in these areas by studying the societal impacts of gerrymandering, mitigating racial disparities in education, and improving community college workforce development and retention rates.
Beth Houle
Senior Impact Advisor
Beth Houle
Senior Impact Advisor
Beth has 30 years of experience building leading nonprofits and philanthropic endeavors through strategic planning, impact measurement, program development, funding collaboratives, and partnerships. She is dedicated to improving our human condition, particularly in the areas of youth development and education, civic engagement, microfinance, women’s issues, international development, displacement and climate crisis.
Prior to serving as Executive Director with the Taproot Foundation, Beth served for 13 years with the international microfinance organization Opportunity International in roles ranging from Chief of Staff to the CEO focused on strategic planning and knowledge exchange, with 27 country programs and 5 funder countries, to Global Services to the Women’s Fund Director. During her tenure, Opportunity International grew to be a leading organization – from making just over 100,000 microloans in 1998 to more than 1.5 million in 2010 to people living in poverty, with additional services in education finance, micro- savings and insurance.
As a Ford Foundation fellow, Beth lived in India researching the social impact of U.S.-based companies with significant operations in India. Earlier, she worked in private investment at Salomon Brothers in New York. She has also worked with youth programs through The Fresh Air Fund and City Year. Beth has delivered pro bono planning and research projects with the American Red Cross, the Center For Financial Inclusion, and Rotary Foundation International.
Beth has an MBA from Northwestern University’s Kellogg School of Management with a focus on public/nonprofit management, marketing, and finance. She lives in Oak Park, IL with her husband and two teenage daughters, and she enjoys lively conversations, travel everywhere, cultural exchange, hiking, and reading fiction.
Hatim Hussain
Project Consultant
Hatim Hussain
Project Consultant
Hatim is a doctoral candidate at the University of Oxford (on Rhodes Scholarship). He is a lawyer by training and has previously completed graduate degrees in Global Affairs at Tsinghua University as a Schwarzman Scholar (2020), the Bachelor of Civil Law (BCL) at University of Oxford and dual degrees in commerce and law from National Law University, India. He currently teaches regulatory innovation at Judge Business School and is working on developing an experimental regulatory intelligence platform at Regulatory Genome Development Limited. His current research examines natively digital assets at the intersection of technology, finance and law.
Aliyah Jervier
Impact Advisor and Operations Manager
Aliyah Jervier
Impact Advisor and Operations Manager
Aliyah Jervier is an Impact Advisor and Operations Manager with Boldly Go Philanthropy. She has over six years of experience in community development, philanthropic operations, and program management.
Prior to Boldly Go, Aliyah worked as a Strategic Partnerships Program Manager at IFundWomen, where she worked on international executions regarding partnerships with clients across industry categories. There, she focused on strategic planning and programming to streamline funding to women entrepreneurs globally. Aliyah focused the early part of her career on operational excellence at Arabella Advisors, providing operational and programmatic support to non-profit partners and major funders.
Aliyah believes in empowerment, collaboration, and sustainability. As an alumna of the Obama Foundation Community Leadership Corps, she learned skills critical to community investment and project implementation. Her desire to create sustainable impact has extended to communities across the African Diaspora. She has participated in supporting women and girls’ education in rural communities in Senegal and Kenya alongside the Women’s Global Education Project. Additionally, she has worked with Global United Diaspora implementing and planning U.S. and international service projects.
Aliyah is particularly proud of her initiatives to provide holistic health education and natural products to her Chicago community.
Aliyah received her Bachelor of Arts in Political Science and African Diaspora Studies at Loyola University Chicago. In her free time, she enjoys martial arts, gardening, and cooking.
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.
Naaima Khan
Project Consultant
Naaima Khan
Project Consultant
Naaima Khan is a consultant and Owner and Principal of Create Good consulting, where she consults with organizations to help them achieve more effective, equity-centered strategy and evaluation planning.
Naaima has worked with nonprofits for 10+ years as a strategic planner/facilitator, content creator, grant program manager, evaluator and equity/inclusion leader. She holds a master’s in Public Affairs from the LBJ School of Public Affairs at the University of Texas at Austin. Naaima specializes in helping clients center equity in their strategic planning and evaluation by applying principles of antiracism, human-centered design and restorative practice. Naaima served as an advisor to St. Olaf College’s Lutheran Center for Faith, Community and Values and serves on the board of the Minnesota Evaluation Association.
She facilitates restorative justice circles to help divert community members from the court system.
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.
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.
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.
Kemi Nnaji
Research Associate
Kemi Nnaji
Research Associate
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.
Hannah Claire Reyes
Project Consultant
Hannah Claire Reyes
Project Consultant
Hannah Reyes is dedicated to the causes of poverty alleviation, mental health, and international development. Having been born in the Philippines and raised in Houston, she also has a particular interest in immigrant populations. Hannah is passionate about finding intersections between public, private, and philanthropic sectors to achieve improvement of outcomes for vulnerable populations and communities.
For the past five years, Hannah has volunteered and worked in the nonprofit sector in various capacities. She was a hospice volunteer for Hospice Austin, was a case manager at Foundation Communities, worked as a peer mentor for young adults with disabilities at E4 Texas, and was a student clinician for parents with children with developmental delays at ASPEN Intervention Program. She is a phone buddy for someone experiencing housing insecurity through Miracle Messages. During the onset of the COVID-19 pandemic, she served as an AmeriCorps VISTA with an intermediary nonprofit in the Greater Houston area serving 14+ nonprofits with their training needs.
In a consulting role, she has helped Dream Come True Foundation develop its alumni network and establish a mentorship pipeline for its beneficiaries. Hannah has also worked with Austin Pathways to improve its health assessment and wellness plan for its residents.
During this time, Hannah has also worked in Maximus, where she has co-initiated a monthly speaker series called “Health Talks” to increase awareness of health equity issues touching the beneficiaries of Maximus projects. Each talk has garnered 175-450 participants so far from across the United States. At the Texas Enrollment Broker Project, she has also worked on initiatives to improve processes and provide analysis regarding functions such as Pregnant Women Outreach, WebChat, the Texas 88th Legislative session, and Call Center.
Hannah is obtaining a Master of Public Affairs from the LBJ School and a Master of Science in Social Work from the Steve Hicks School at the University of Texas at Austin. She is also working on the Data Science Certificate and Nonprofit Studies Portfolio.
In her free time, Hannah loves spending time in parks, attending concerts, and traveling.
Mohamed Ahmed Ramy
Project Consultant
Mohamed Ahmed Ramy
Project Consultant
Jean Sano Santana
Impact Advisor
Jean Sano Santana
Impact Advisor
Jean Sano-Santana was born and raised in the Dominican Republic. He has over five years of experience working for nonprofits and international organizations to advocate for the rights of marginalized communities in his home country.
Jean dedicated his early career to advancing the sexual and reproductive rights of Latin American and Caribbean young people. As a former member of the Youth Advisory Panel of the United Nations Population Fund (UNFPA) and the Pan-American Health Organization (PAHO), Jean worked in the design of youth-friendly programs and policies such as the Youth National Plan of the Dominican Republic and the Caribbean Adolescent and Youth Health Road Map.
Before joining Boldly Go, Jean was the Technical Assistant of Inclusion and Human Rights at the United Nations Development Programme (UNDP) Dominican Republic. At the peak of the COVID-19 pandemic, he planned, implemented, monitored, and evaluated the UNDP emergency response for marginalized groups such as LGBTQIA+ persons, sex workers, and people living with HIV. Additionally, he supported grant recipients and drafted policy documents to advise the Dominican government on mainstreaming human rights in the national emergency programming.
Jean is a Fulbright fellow and Master of Public Affairs graduate from the LBJ School, the University of Texas at Austin. He also obtained a certificate in Nonprofit Management and Data Science for Policy Analysis. Jean is interested in mainstreaming human rights in social programs and using data science to inform social policy interventions.
In his free time, Jean enjoys traveling, writing poetry, and growing orchids.
Constance Thurmond
Project Consultant
Constance Thurmond
Project Consultant
Constance Thurmond was born and raised in Miami, FL and is the proud product of Miami-Dade Public Schools. She formally began her work in the nonprofit sector after learning Florida ranked third highest in the United States for human trafficking cases. This led to her involvement in anti-human trafficking organizations through fundraising, policy, advocacy, legal research and community-based education, resulting in numerous awards from Miami-Dade College (the second largest college in the United States) for galvanizing student engagement and impact around the issue.
Constance’s early involvement in direct-service nonprofits led her to focus on the dynamic challenges nonprofit leaders face when balancing fundraising, leadership, and service. Determined to find new and innovative solutions for the investment of philanthropic funds within the sector, she began to work with social-impact driven technology ventures such as FreeWill. While there, she partnered with nonprofits to provide user-friendly, simple, and free software to donors that encouraged them to leave a bequest to a nonprofit of their choice. By the time she left, her team had collectively generated $3B worth of commitments to nonprofits.
She now uses her data analytics, writing, research, business development, fundraising, and operations skills to advance the goals of mission-driven organizations including the Advanced Regenerative Manufacturing Institute, Jrue and Lauren Holiday Social Impact Fund, Social Enterprise Greenhouse, Platform for Social Impact, and Mindful Business Inc. In September of 2022, she started Kora Insights, an interdisciplinary consulting firm partnering with mission-driven institutions to measurably improve quality of life.
Constance holds an Associate of Arts in Philosophy and Business from Miami-Dade Honors College, and a B.A. in Ethics, Politics & Economics from Yale University. She speaks English, Spanish and intermediate Mandarin. You can find Constance in Brooklyn, NY, where she dances professionally and volunteers as a Guardian Ad Litem for children in the dependency system in between hunting for the best local eats.
Victor Tavarez
Impact Advisor
Victor Tavarez
Impact Advisor
Victor Jr. Tavarez joins Boldly Go Philanthropy with over six years of experience advising system-change efforts at a local, state, regional, national, and international level. Inspired by his own upbringing as a second-generation Dominican American in New York City and a recipient of philanthropic interventions, Victor has grown passionate about creating equitable and inclusive opportunities to improve wealth and health in under-resourced communities. Victor believes in leveraging authentic community engagement, reliable data, collaboration, and innovation to improve life outcomes.
Before joining Boldly Go, Victor worked as a consultant at FSG where he supported philanthropic and collaborative efforts in developing, implementing, and evaluating their strategies. Victor is most proud of his work in enabling the adoption of equitable workplace practices for frontline workers of color, evaluating statewide efforts to support marginalized aging populations amidst the COVID-19 pandemic, and addressing implementation challenges within cross-sector collaborative efforts seeking to address inequities in their communities. Victor also has experience in training community members to leverage public policy and advocacy, supporting federal policy makers in creating resources for entrepreneurs of color, and supporting operations at a charter school network in Harlem, NY.
Victor graduated from Carnegie Mellon University with a Bachelor’s in International Relations & Politics and a minor in Innovation & Entrepreneurship due to his interest in social movements and futurology.
Outside of Boldy Go, he works as a part-time carpenter, volunteers in his community, bikes, and travels.
Jana Tian
Project Consultant
Jana Tian
Project Consultant
Jana has grown up across a diverse set of cultures. She is a Slovenian-British-Chinese citizen and speaks three languages. She has 6+ years of professional experience, 5 years as project manager at Unilever and 2+ years as senior strategy consultant at BCG and BoldyGo.
Jana is passionate in “making a sustainable living commonplace” and has worked with numerous NGOs including Caritas to provide access to clean water in rural areas of Tanzania, Steppingstones in Shanghai to provide access to equal education for migrant children, World Economic Forum (WEF) to promote a more circular economy in China, and Borneo government to build rural schools in remote villages. Her higher education includes a bachelor and a master’s degree in chemical engineering from Imperial College London. In summer 2021, she graduated with her second master’s MMSc in Management of Science in Global Affairs at Tsinghua University, as the fifth cohort of Schwarzman Scholars. People would say Jana is a warm, bubbly individual who loves to cook plant based meals.
Amira Tripp Folsom
Impact Intern
Amira Tripp Folsom
Impact Intern
Amira Tripp Folsom was born and raised in Portland, Oregon where she was surrounded by role models who taught her the importance of being the change she wants to see in her community. As a high school student, Amira founded the club Youth Ending Slavery to raise awareness of the prevalence of human trafficking in Portland and internationally. She also founded her school’s Black Student Union and worked with school administration to hire a Director of Equity & Inclusion and to change the literature, history, and arts curriculums to be more inclusive of diverse perspectives. Outside of school, Amira interned at Portland State University’s Center for Women’s Leadership and served as a youth leader of the CWL’s Teen Leadership Council for three years. She is a former board member of the organizations Next Up Oregon and Vote16USA where she recently co-wrote A Kids Book About Voting, and she is an alumna of the Giffords Courage Fellowship.
Amira is currently a rising senior at American University in Washington, DC where she is a Frederick Douglass Distinguished Scholar and a Jordan WINGS Scholar. Amira is double majoring in Economics and International Relations with a minor in African American and African Diaspora Studies. On campus, Amira serves as the editor of multimedia for AU’s only student-of-color-run newspaper, and she is an active member in the Black Student Union and the Korean Students Association. Off campus, Amira serves as a student member of the Emerging Leaders Impact Fund of the Greater Washington Community Foundation which distributes grants to nonprofits and organizations working to reduce truancy and increase literacy and school participation in the DMV area. Since starting college, Amira has completed six internships in the fields of finance, marketing, research, and community organizing, two of which took place in Madrid, Spain and Nairobi, Kenya. Having just completed her internship in Nairobi at AQ Studios, a production company that focuses on amplifying the voices of LGBTQ+ people across Africa and the African Diaspora through podcasts, films, and events, Amira is returning to the US with a fresh perspective on community-oriented work and development.
In her free time, Amira can be found trying new restaurants with her friends and family, traveling, or attempting to learn a new language.
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.
advisors
Meet our advisors whose networks, knowledge, and expertise help us raise our game.
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).
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.
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.
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.
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.