Friday, February 23, 2018

8:30 - 9:30 AM: Registration & Breakfast

9:30 - 10:45 AM: Welcome & Morning Keynote
Andrea Levere: President, Prosperity Now

10:45 - 11:00 AM: Coffee Break

11:00 AM - 12:15 PM: Panel Breakout Session One
Changing Gears: Making Strategic Shifts and Realignments
Getting Ready, Getting Resilient: Building Operational Capacity and Organizational Sustainability
Joining the Resistance: Marketing to the Activated Donor

12:15 - 1:45 PM: Lunch, Networking Discussions & Workshops

1:45 - 3:00 PM: Panel Breakout Session Two
Thinking Outside the Box: Fostering Creativity and Experimentation in Organizations
Toward Equity: Advancing Responsive Philanthropy

3:00 - 3:15 PM: Coffee Break

3:15 PM - 4:30 PM: Afternoon Keynote
Aaron Dorfman: President and CEO, National Committee for Responsive Philanthropy

4:30 - 5:30 PM: Reception



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Andrea Levere

President and ceo, 

Prosperity Now

Andrea Levere has led Prosperity Now (formerly CFED) as its president since 2004. Prosperity Now is a private nonprofit organization with the mission of ensuring that everyone has the opportunity to gain financial stability, build wealth, and achieve prosperity.

Prosperity Now designs and operates major national initiatives that aim to integrate financial capability services into systems serving low-income people, build assets and savings, and advance research and policies that expands economic mobility for all. Prosperity Now operates the Prosperity Now Community, compromised of nearly 24,000 members who advocate for asset-development and asset-protection policies at the municipal and state levels. Prosperity Now also operates the Taxpayer Opportunity Network, which represents over 1,000 providers of community tax preparation services.

In 2013, President Obama appointed Ms. Levere to the National Cooperative Bank's (NCB) Board of Directors to represent the interests of low-income consumers. Currently, Ms. Levere serves as Vice-chair of the Community Advisory Council of the Federal Reserve System. The Council provides advice and recommendations to the Board on a wide range of issues, including those that affect low-income and communities of color. She also serves as the Chair of ROC USA (Resident Owned Communities USA), a national social venture that converts manufactured home parks into resident owned cooperatives. She is a member of the FDIC's Committee on Economic Inclusion, and Morgan Stanley's Community Development Advisory Board. Ms. Levere served as chair of the board of the Ms. Foundation for Women from 2002 - 2005, after being on its board since 1998.

Ms. Levere holds a bachelor's degree from Brown University and an MBA from Yale University.


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Aaron dorfman
President and ceo,


National COMMITTEE for RESPONSIVe Philanthropy

Aaron Dorfman is president and CEO of the National Committee for Responsive Philanthropy (NCRP), a research and advocacy organization that works to ensure America’s grantmakers and wealthy donors are responsive to the needs of those with the least wealth, opportunity, and power.

Dorfman, a thoughtful critic, frequently speaks and writes about the importance of diversity, equity and inclusion in philanthropy, the benefits of funding advocacy and community organizing, and the need for greater accountability and transparency in the philanthropic sector.

Before joining NCRP in 2007, Dorfman served for 15 years as a community organizer with two national organizing networks, spearheading grassroots campaigns on a variety of issues. He holds a bachelor’s degree in political science from Carleton College, a master’s degree in philanthropic studies from the Lilly Family School of Philanthropy at Indiana University, and serves on the board of The Center for Popular Democracy.


Making Strategic Shifts and Realignments

In today’s changing world, nonprofit organizations often find themselves at a crossroads. Policy changes, economic shifts, or funding fluctuations may necessitate a shift in strategy or structure. New opportunities may emerge to engage different constituents or expand programs, taking nonprofits in new directions. As organizations face these transitions which may involve major realignments or even mergers, how can funders support them to critically assess their capacity and chart a new path forward? We’ll take a look at the issue from the perspectives of funders, organizations and technical assistance providers.


Jessica L. Cavagnero: Partner, SeaChange Capital Partners

Jackie Downing: Director of Grantmaking and Nonprofit Effectiveness, The Community Foundation for Greater New Haven

Justin Elicker: Executive Director, New Haven Land Trust

Kyle Pederson: Director, Connecticut Mental Health Center Foundation


Judith A. Chevalier: William S. Beinecke Professor of Finance and Management, Yale School of Management

Panelist Bios:

Jessica L. Cavagnero leads SeaChange’s grant-making and advisory services activities.   She is responsible for managing two funds, The SeaChange-Lodestar Fund for Nonprofit Collaboration and The New York Merger, Acquisition, and Collaboration Fund, which each make grants to support nonprofits that are exploring or planning collaborations (mergers, acquisitions, joint ventures, administrative and programmatic partnerships, etc.).  In addition, Jess assists nonprofits in analyzing and developing financial strategies to refine their business models, including scenario planning for growth, risk assessment, and restructuring.

Prior to joining SeaChange, Jess was an Associate Director at CCS Fundraising, where she created and executed fundraising strategies for some of the largest nonprofit organizations in the United States. Before her transition to the nonprofit sector, Jess spent six years at Credit Suisse, the first two years working in Leveraged Finance sales & trading and the last four years in investment banking as Vice President in the Client Strategy Group, where she was responsible for developing global coverage strategy for a portfolio of 50 of the firm’s most important clients across all lines of business and geographies.


Jackie Downing is the Director of Grantmaking and Nonprofit Effectiveness for The Community Foundation for Greater New Haven.  She has been on the staff of The Community Foundation for nearly seven years. She divides her time between supporting the competitive grantmaking process and strengthening nonprofits through capacity building programs, workshops, giveGreater.org® and technical assistance.  A graduate of Southern Connecticut State University, Jackie started her professional career at the New Haven Symphony Orchestra.  She went on to be Development and Program Director at the Dixwell Community “Q” House, and Development Director at her alma mater Sacred Heart Academy.  She spent four years the Deputy then Chief Administrative Officer for the Town of Hamden in the Amento administration, and five years in Fund Development at the Greater New Haven Community Loan Fund (now Capital for Change). Jackie has served on the Advisory Board of Sisters’ Journey, co-chaired the Hamden School Readiness Council and has serve on the Board of Directors of the Hamden Land Conservation Trust and the Hamden Arts Commission.


Justin Elicker has been the executive director of the New Haven Land Trust for four years. He grew up in Connecticut and is an active member of the New Haven community, including running for mayor of New Haven in 2013. Justin has been an adjunct professor at Southern Connecticut State University, a sustainability consultant, a U.S. Foreign Service Officer and a high and elementary school teacher. Justin received joint masters’ degrees from the Yale School of Forestry and Environmental Studies and the Yale School of Management in 2010 and a BA from Middlebury College in 1997.


Kyle Pedersen is Director of the Connecticut Mental Health Center Foundation, lecturer at the Yale Divinity School, and an Episcopal deacon.  He has over 20 years experience in the non-profit sector and in community mental health services in New Haven, CT, and New York City.  He currently serves as the treasurer of the New Haven Land Trust and was president of the board of Schooner, Inc..  He also serves on the board of Beulah Land Development Corporation (New Haven, CT) and the Yale Divinity School Alumni Board; and has served on the board of other local and regional organizations. Kyle lives in New Haven with his wife, two children, and yellow lab.  He received his MAR from Yale Divinity School and BA from The New School.


Judith A. Chevalier's research is in the areas of both finance and industrial organization. Some of her recent research examines the interaction between customer reviews and firm strategy, consumer foresight in markets for durable goods, the impact of state regulations in the market for funeral products and services, and the taste for leisure as a determinant of occupational choice. She has written a series of papers on the economics of electronic commerce, the interaction between firm capital structure and product market competition, price seasonality and cyclicality, and tests of models of agency relationships and career concerns, and firm diversification. She is a former co-editor of the American Economic Review and of the Rand Journal of Economics.  

Panel BREAKOUT SESSION ONE: 11:00 AM - 12:15 PM

Building Operational Capacity and Organizational Sustainability

In our current national and international landscape, the work of the philanthropic sector is becoming increasingly vital and necessary. As government programming and support dries up, demand for services from non-profit and charitable organizations continues to rise while resources remain as scarce as ever. As everyone in the field knows, there’s never enough time, and there’s never enough money.

Building organizations capable of meeting these needs, and creating financial models to sustain these organizations, are concerns shared by everyone in the philanthropic sector. How can we build fundraising infrastructures that can create fiscal health? How can we innovatively manage that money to sustain that health? And how can we build teams capable of weathering the challenges we face without burning out? Join leaders and experts in nonprofit finance, human capital, and organizational change.


Kate Garroway: Lead Consultant, FMA

Nell Derick Debevoise: Founder & CEO, Inspiring Capital

Miriam Droller: Senior Vice President, CCS Fundraising

Patrice Cromwell: Director of Strategic Initiatives, The Annie E. Casey Foundation


Marissa King: Professor of Organizational Behavior, Yale School of Management

Panelist Bios:

Nell Derick Debevoise is the Founder & CEO of Inspiring Capital, which she created as a way to connect business professionals, and their organizations, to a larger purpose. She is passionate about translating insights from business and entrepreneurship to drive social change. Nell speaks about this work in diverse settings, including Harvard, Columbia, Yale Social Enterprise, the Global CFA Institute, High Water Women, and iRelaunch conferences. Nell is an adjunct professor of impact investing at New York University and a contributor at Forbes, writing about the increasingly common challenge of job transitions, to get to that meaningful work. Nell has studied adult learning, innovation strategy, intercultural education, and organizational psychology at many of the world’s top universities (Harvard, Cambridge, Sorbonne Nouvelle, Università di Roma, and Columbia and London Business Schools). She has lived and worked in the private, public, and for-profit sectors on four continents, supporting refugees in the Middle East; teaching corporate executives in New York about Corporate Social Responsibility; and mediating between Turkish and Cypriot officials.


Patrice McConnell Cromwell is the Director of Strategic Initiatives for the Center for Economic Opportunity at the Annie E. Casey Foundation, a charitable organization dedicated to helping build better futures for America’s children, youth and families. She is a member of the Foundation’s Committee of Managers and is focused on creating education and economic opportunities for at-risk youth. She also directs a multi-site national partnership with the federal Social Innovation Fund for youth and young adult success. Patrice is co-chair of the Youth Transition Funders Group of national and local philanthropic partners, a member of the International Youth Foundation’s Reconnecting Youth Global Advisory Committee and the board of the Putney Open Door Fund for low-income youth. While at Casey, Patrice served as an ‘Executive on Loan’ in Maryland’s Office of the Governor to help accelerate human service results. Prior to Casey, Patrice was the Associate Director of the Open Society Institute – Baltimore, a field office of the Open Society Foundations.  Previous to her work in philanthropy, Patrice spent ten years creating and running three economic development organizations in Baltimore. Patrice is from Brooklyn, New York and worked in the finance and consulting industries in New York City before moving to Baltimore. She is a graduate of Princeton University and the Yale School of Management.


Miriam Droller has dedicated her career to helping non-profits fulfill their missions – working with them to increase their available resources, plan strategically for their futures, and maximize the impact on the societies they serve. Since joining CCS in 2008, Miriam has partnered with institutions across all sectors including arts and culture, higher education, healthcare, advocacy, , bringing to bear her more than a decade of professional experience in strategic planning, major gifts fundraising, development department structure and operations, and campaign management for major nonprofit organizations.

Miriam is currently working with NYU School of Law to implement a $450 million campaign, as well as consulting to the John F. Kennedy Center for the Performing Arts on their $175 million Building the Future campaign in support of the first major expansion in the Center’s history. She previously served as lead on-site campaign counsel at NYU Langone Medical Center for its $2.8 billion campaign (raising over $900 million in just over three years); the University of Florida where she conducted a comprehensive assessment of the University’s $1.7 billion Florida Tomorrow Campaign; The Public Theater (NY); and the NAACP Legal Defense and Educational Fund, where she oversaw development operations as Interim Director of Development. Miriam has done campaign planning for the New York Public Library, New York City Ballet, Park Avenue Synagogue, the Spence School, the Anti- Defamation League, Manhattan College, and Grinnell College for campaigns ranging from $55 million to $500 million – meeting with major donors, building prospective donor pipelines, conducting prospect research, developing campaign case statements and working with campaign leadership. Miriam received her AB cum laude from Harvard College and her MBA from the Yale School of Management.


Kate Garroway partners with nonprofit and philanthropic leaders to design and implement forward-looking financial strategies in her role as Lead Consultant at Fiscal Management Associates (FMA). In her five years with FMA, Kate has helped develop the firm's practice area around Planning services, including helping organizations express their strategy in dollars via multi-year financial plans, analyzing business models and scenarios for long-term resiliency, and understanding the full cost of programming. She also manages project teams in delivering FMA's full suite of consulting services to clients. Current clients include grantees of the Ford Foundation and the David and Lucille Packard Foundation.

Kate began her career in the performing arts. She managed finance and fundraising operations for arts nonprofits for a decade, and consulted independently to small businesses and nonprofits around setting up and maintaining financial management systems. During this time, Kate was also on the creative side of the arts, choreographing and performing contemporary dance professionally at major venues in New York and other cities. Kate holds her MBA from the Yale School of Management where she focused on nonprofit strategy and finance, and her BA in English from Barnard College. 


Marissa King’s research examines social influence, social networks, and team dynamics. Her most recent line of research analyzes the individual and group level behaviors that are necessary to implement changes in the (re)design of organizations using wearable social sensors. This work highlights the unanticipated consequences that micro-level social networks can have in mediating planned change initiatives. More generally, Professor King’s research investigates the social processes underlying the adoption, diffusion, and utilization of new information. King’s research has been featured in the New York Times, the Wall Street Journal, The Atlantic, and NPR among other media outlets. She holds a BA from Reed College and a PhD from Columbia University.

Panel BREAKOUT SESSION ONE: 11:00 AM - 12:15 PM

Marketing to the Activated Donor

In recent years, particularly in the wake of the 2016 presidential election, we have seen a groundswell of politically and socially activated citizens. From the Women’s March to Black Lives Matter, people are raising their voices, whether on the street or on social media. Many organizations have thrived in this climate, but for many others it is uncharted territory. What marketing and communications strategies can organizations employ to engage their supporters and build their constituencies? And how can organizations that may not have experience in advocacy leverage their own stories and build their audience?


Maggie Hartnick: Managing Director, LaPlaca Cohen

Valerie Horsley: Co-Founder, Action Together CT

John Keyes: Founder and Former President, Life Haven

Marjorie Wren: Vice President of Development, Planned Parenthood of Southern New England


Zoe Chance: Assistant Professor of Marketing, Yale School of Management

Panelist Bios:

Maggie Hartnick works across the creative and cultural worlds to drive innovation strategies, strategic planning, organizational development, content strategy, and program development. Her diverse experience has led her to projects that range from visual and performing arts, to architecture and design, to education and hospitality. At LaPlaca Cohen, Maggie also spearheads their cultural innovation engine, Culture Track. Maggie has an Master’s degree in Art and Architectural History from the Institute of Fine Arts, and a Bachelor’s degree in English Literature and Fine Arts from Amherst College.


Valerie Horsley received her B.S. from Furman University and her Ph.D. in Cell Biology from Emory University in 2003. She began her laboratory at Yale University in the Department of Molecular, Cellular and Developmental Biology in 2009.  Dr. Horsley’s laboratory studies tissue homeostasis and regeneration, using epithelial tissues as a model system.  She has pioneered the skin stem cell field by defining how epithelial stem cells and stromal cells interact to regulate tissue regeneration. She has received several awards including the Pew Scholar award and Presidential Early Career Award from President Obama.

In November 2016, she co-founded grassroots organization called Action Together Connecticut to provide a conduit to engage Connecticut citizens in the legislative and election process. Action Together CT has grown to 6000 members and has made major impacts on the legislative process and social issues including immigration in CT.  Action Together CT is in the process of becoming a 501c4 non-profit organization for social good. Dr. Horsley is also currently a candidate CT State Senate.


The Hon. John Keyes served as New Haven Probate Judge for 32 years and is the co-founder and former board president of Life Haven, a house for homeless women. Life Haven has since merged with the organization New Reach, whose mission is “to inspire independence for those affected by homelessness and poverty through a continuum of housing and services using the most innovative and progressive methods.” During his time as probate judge, Judge Keyes led the court to many achievements, including becoming the first Regioanl Court in the state of Connecticut, winning the National Council of State Government’s innovation prize (1996); becoming the first Respite/Kinships Program in the state; and the only probate student truancy program in the state.  Judge Keyes has won numerous awards for his civic engagement in the New Haven community, most recently:  New Haven County Bar Association Civility Award (2011), Hunger Relief and Development’s Man of the Year (2013),  the Yale Sappern Memorial Fund Award for Lifelong Dedication to Fairness and Decency, the Pioneer Award for the New HAven Board of Aldermen Hispanic Caucus (2016), The Community Service Award for Farnam Neighborhood House (2016), and the Connecticut Marriage and Family Therapists’ Service Award (2017).


Marjorie Wren began her tenure at Planned Parenthood of Southern New England as Vice President of Development in September 2004. During those 16 years, annual fundraising revenue has grown 195% and currently accounts for 26% of operating revenue.  That includes annual fundraising as well as campaign revenue. A bachelor's degree in Communications from Boston University has provided great training for her 28-year fundraising career.


Zoë Chance studies persuasion and decision making, working passionately to understand how people can lead happier, healthier, more fulfilling lives. At Yale, Zoë teaches Mastering Influence and Persuasion, advises Center for Customer Insights consulting and research teams, and collaborates with Google and Optum Health. Prior to her engagement at Yale, she marketed a $200 million segment of the Barbie brand at Mattel, developed an executive education leadership program at Harvard, acted on stage and film, and failed as an entrepreneur. She received her doctorate from Harvard, MBA from the University of Southern California, and bachelor’s degree from Haverford College. Her research has been covered in the New York Times, the Wall Street Journal, the EconomistScientific AmericanPsychology Today, Financial Times, and Discover.


Fostering Creativity and Experimentation in Organizations

Creativity and innovation aren’t just buzzwords for Silicon Valley. In addressing the world’s most complex and entrenched challenges in a rapidly changing context, social impact organizations need to harness creativity to adapt to economic shifts, policy changes, political polarization, technological developments, and other trends that impact their work. In this session, we'll discuss how funders can meaningfully support capacity for innovation in the sector. What conditions, resources, and leadership foster creative problem solving? How can groups test and develop new ideas? And how can these lessons inform funders' own approach to grantmaking?


Colleen Briggs: Executive Director of Community Engagement, J.P. Morgan Chase

Palak Shah: Social Innovations Director, National Domestic Workers Alliance

Elena Matsui: Strategy Associate, Rockefeller Foundation

Swapna Reddy: Co-Founder and Director, Asylum Seeker Advocacy Project


Rodrigo Canales: Associate Professor of Organizational Behavior, Yale School of Management

Panelist Bios:

Colleen Briggs is Executive Director of Community Innovation within the Office of Corporate Responsibility at JPMorgan Chase & Co, a global leader in corporate philanthropy with $250 million invested in communities annually. She is responsible for helping establish and execute the firm’s global philanthropic strategies on financial health and community development, including two signature initiatives – the Financial Solutions Lab and PRO Neighborhoods competition. The Lab is a $30 million, five-year initiative that convenes leading experts in technology and design to improve consumer financial health for underserved populations. PRO Neighborhoods is a five-year, $125 million program that works to increase the availability and accessibility of vital economic opportunities in distressed neighborhoods. Colleen also manages numerous programs across both topics designed to surface new approaches to community challenges, as well as explore global cross-cutting themes across the Foundation’s work, such as women’s empowerment, peer learning, evaluation, and attracting additional investment in our projects.

Prior to joining, Colleen was the Economic Policy Advisor to Senator Debbie Stabenow. In this role, Colleen managed the Senator’s economic portfolio, including policy related to financial services, tax, small business, job creation, community development, manufacturing, and housing. Colleen managed the Dodd-Frank market reforms for the Senate Agriculture Committee, and helped draft the Recovery Act, TARP, the Dodd-Frank Act, and healthcare reform.

Colleen is a member of the Asset Funders Network Steering Committee and the Innovations for Poverty Action Policy Advisory Group. She earned an MBA from the Yale School of Management and a B.A. from the University of North Carolina at Chapel Hill.


Palak Shah is the Social Innovations Director of the National Domestic Workers Alliance (NDWA) and the Founding Director of Fair Care Labs, the innovation arm of the domestic worker movement. Palak leads NDWA’s national strategy on raising market norms and standards, partnering with the private sector, and building scalable and sustainable business ventures. NDWA is the nation’s leading organization working for the power, respect, and fair labor standards for the 2.5 million nannies, housekeepers and elderly caregivers in the U.S.


Elena Matsui joined The Rockefeller Foundation in 2015. As a member of the Strategy and Strategic Planning team, she supports the Foundation’s teams in developing new programmatic initiatives and with strategic planning, risk mitigation, and impact assessment for initiatives currently in execution.

Prior to joining the Foundation, Ms. Matsui was a member of the World Bank’s Finance and Private Sector Development team based in Afghanistan where she was responsible for developing public-private partnerships that leveraged large extractive industry investments to support equitable economic growth and diversification throughout the country. She previously supported UNICEF, providing strategic planning and coordination support for a multi-year initiative designed to support marginalized youth living in conflict-affected contexts through educational and livelihoods programming. Earlier in her career, Ms. Matsui worked for Oxfam International where she developed strategies to improve the humanitarian response to the Syrian crisis through risk management, systems mapping and the creation of adaptive approaches.

Ms. Matsui holds a B.A. from Harvard University and a Masters of International Affairs in economic development and international conflict resolution from the School of International and Public Affairs at Columbia University.

Swapna Reddy is co-founder and Director of the Asylum Seeker Advocacy Project (ASAP), a nonprofit that brings rapid, remote legal aid and community support to refugee families in moments of crisis, including mass detention and raids. Since its founding, ASAP has prevented the imminent deportation of more than 350 refugees; provided online community education to thousands of formerly detained refugee mothers; and mobilized more than 500 volunteers. ASAP's work has been featured in numerous publications, including the New York Times, TIME Magazine, and Chicago Tribune. In 2017, ASAP was recognized by the J.M. Kaplan Fund as a J.M.K. Innovation Prize awardee.

Swapna is currently an Echoing Green Fellow and Equal Justice Works Emerson Fellow. She has a BA in Computer Science and Mathematics from Harvard University, a JD from Yale Law School, and has received numerous awards for her commitment to public interest work. Prior to ASAP, she provided civil rights and immigration legal services and conducted artificial intelligence and development economics research.


Rodrigo Canales does research at the intersection of organizational theory and institutional theory, with a special interest in the role of institutions for economic development. Specifically, Rodrigo studies how individuals are affected by and in turn purposefully change complex organizations or systems.  Rodrigo's work explores how individuals’ backgrounds, professional identities, and organizational positions affect how they relate to existing structures and the strategies they pursue to change them. His work contributes to a deeper understanding of the mechanisms that allow institutions to operate and change. Rodrigo has done work in entrepreneurial finance and microfinance, as well as in the institutional implications of the Mexican war on drugs. His current research is divided in three streams. The first focuses on the structural determinants of the quality of startup employment. The second, in partnership with the Hewlett Foundation, explores the conditions under which development policies and practices are built upon and incorporate existing, rigorous evidence. The third, with generous support from the Merida Initiative, explores how to build effective, resilient, and trusted police organizations in Mexico.


Advancing Responsive Philanthropy

To promote a more social justice-minded approach to philanthropy, many funders are seeking opportunities to uphold diversity and equity in their work. In this panel, we’ll speak with funders, practitioners, and organizations about approaches to empowering marginalized communities and providing greater ownership to grassroots efforts. How can the lessons learned by these organizations help inspire a more responsive and inclusive sector? Our conversation will have a special focus on racial and economic justice, and issues facing the indigenous and LGBTQ communities


Storme Gray: Director of Programs, Emerging Practitioners in Philanthropy

Andrea Lynch: Principal, A. E. Lynch Consulting

Marco Antonio Quiroga: Contigo Fund Program Director, Our Fund Foundation

Edgar Villanueva: Vice President of Programs and Advocacy, Schott Foundation for Public Education

Rye Young: Executive Director, Third Wave Fund


Kate Cooney: Lecturer in Social Enterprise and Management, Yale School of Management

Panelist Bios:

Storme Gray is Director of Programs at Emerging Practitioners in Philanthropy, where she leads EPIP's professional and leadership development portfolio. Prior to joining EPIP, Storme was a Program Officer at the Washington Area Women’s Foundation, where she developed programs serving young women and girls of color. Chief among these was the foundation’s Young Women’s Initiative, a city-wide effort to improve educational, economic, and life outcomes for cis and trans young women, girls, and gender non-conforming youth of color. 

Storme possesses a wealth of knowledge gained from over ten years of philanthropic and nonprofit experience. She’s worked for family foundations, operating foundations, and national infrastructure organizations such as the Council on Foundations. In both her professional and personal life, Storme remains committed to advancing equity. In her spare time, she serves on the board of Women of the Dream, a nonprofit organization in Camden, NJ that educates and empowers socially and economically disadvantaged girls.


Andrea Lynch is an independent consultant for nonprofit, social justice, and philanthropic organizations. Her consulting practice, A.E. Lynch Consulting, provides strategy, research, and facilitation support to activists, grantmakers, and leaders seeking not only to work more sustainably and effectively, but also to align their work more closely with their values and their vision for change. Prior to launching her consulting practice, Andrea was a program officer at the Foundation for a Just Society, where she played a key role in developing the foundation’s programs and oversaw grantmaking to organizations working to advance the rights of marginalized women, girls, and LGBTQI people in the U.S. South and Francophone West Africa. She has over 15 years of professional experience in grantmaking, program development, fundraising, and communications, and is committed to supporting intersectional approaches to social justice and human rights that place the leadership and priorities of women, young people, LGBTQ people, people of color, and people who live at the intersections of these identities at the center of the change process. Andrea holds a bachelor's degree in English from Yale University, and an master's degree in Participation, Power, and Social Change from the Institute for Development Studies at the University of Sussex. She is currently consulting for the Ford Foundation, Foundation for a Just Society, Astraea Lesbian Foundation for Justice, Urgent Action Fund for Women’s Human Rights, Mississippi Low-Income Childcare Initiative, A Better Balance, ISDAO – Sankofa Initiative for West Africa, and the Global Fund for Women.


Marco Antonio Quiroga has a long history as an advocate for the LGBTQ, immigrant, and racial justice movements. He is the director for the Contigo Fund, founded in the aftermath of the Pulse massacre to support the recovery efforts and healing of those impacted and building power for historically marginalized LGBTQ communities of color in Orlando and across Central Florida. He has also worked with United We Dream, the American Federation of Teachers and AFL-CIO, as Public Policy Director at the True Colors Fund, and as National Field Officer at Immigration Equality. His commitment is a direct result of his own life experiences as an undocumented and queer person of color, including family separation through deportation, poverty, unstable housing and homelessness. Most recently, Marco was honored as the first ever recipient of the Reed Erickson Trailblazing Leadership Award presented by Funders for LGBTQ Issues in 2017 and the Haas, Jr. Award for Outstanding LGBTQ Leadership for Immigrant Rights presented at the National Creating Change Conference in 2018.


Edgar Villanueva is a nationally-recognized expert on social justice philanthropy. Edgar currently serves as Chair of the board directors of Native Americans in Philanthropy and is a Board Member of Andrus Family Fund, a national foundation that works to improve outcomes for vulnerable youth.  Edgar is an instructor with The Grantmaking School at the Johnson Center at Grand Valley State University and currently serves as Vice President of Programs and Advocacy at the Schott Foundation for Public Education, where he oversees grant investment and capacity building supports for education justice campaigns across the United States. Edgar, previously held leadership roles at Kate B. Reynolds Charitable Trust in North Carolina and at the Marguerite Casey Foundation in Seattle.

Edgar is the author of the forthcoming book, Decolonizing Wealth, which offers hopeful and compelling alternatives to the dynamics of colonization in the philanthropic and social finance sectors.  In addition to working in philanthropy for many years, he has consulted with numerous nonprofit organizations and national and global philanthropies on advancing racial equity inside of their institutions and through their investment strategies.

Edgar holds two degrees from the Gillings Global School of Public Health at The University of North Carolina Chapel Hill. Edgar is an enrolled member of the Lumbee Tribe of North Carolina and resides in Brooklyn, NY.


Rye Young is Third Wave Fund's Executive Director. Third Wave Fund is a community-led gender justice funder that expands opportunities for communities who are most affected by oppression yet marginalized in philanthropy. Ten years ago, Rye began his career as an abortion fund intern when the organization was known as Third Wave Foundation. Since then, Rye has served as Third Wave’s Program Officer and, since 2014, as Executive Director. He has led a major overhaul of the organization and grown Third Wave Fund to the largest it has been in its 21-year history. Rye currently serves on the Board of Directors of Funders for LGBTQ Issues, Funders Concerned About AIDS, and the Groundswell Fund, and was a past board member of the New York Abortion Access Fund. He was a Grace Paley Organizing Fellow with Jews for Racial and Economic Justice and graduated from Bard College in 2008 with a bachelor's degree in Arabic Language, Culture, and Literature. Rye is also a certified cooking nerd with a degree from the Institute of Culinary Education in New York City.


Kate Cooney's research uses institutional theory to study the intersection of business and social sectors. To understand how hybrid organizations are shaped by commercial and institutional isomorphic pressures, she has studied commercialization in the nonprofit sector, social enterprise, workforce development programs, and the emergence of new social business legal forms. Her studies on work integration social enterprise approaches to workforce development have appeared in the Nonprofit Voluntary Sector Quarterly, Voluntas, Social Enterprise Journal and the Journal of Poverty. She has also written broadly about market based approaches to poverty alleviation in the Social Service Review.  Other work contributes to efforts to develop the micro foundations of institutional theory. Examples include a study of policy implementation in human service organizations contracting to provide welfare-to-work services, published in Administration & Society, and her current research interest in the negotiation of competing institutional logics in social enterprise organizations. Projects underway include an analysis of the diffusion of new legal forms for social business, and a study examining the organizational factors associated with financial risk and financial health in social enterprise models in selected subsectors of the U.S. nonprofit sector.

Prior to joining the faculty at Yale SOM, Dr. Cooney was on the faculty at Boston University teaching courses on nonprofit management, urban poverty and economic development, and community and organizational analysis. She has served as a research consultant for Abt Associates, Inc. and for Boston-based nonprofit organizations, including most recently, conducting a SROI analysis for Jewish Vocational Services (JVS) in Boston. She received her MSW and PhD from The University of California, Los Angeles School of Public Affairs