Veris Wealth Partners

August 24, 2023
Veris Wealth Partners is an independent, majority woman-led firm that serves as investment consultants for endowments and foundations and as wealth managers for high-net-worth individuals and families. Veris aims to help our clients achieve their financial goals while aligning their portfolios with their values and mission. With deep knowledge of the sustainable investing landscape and relevant financial, environmental, social, and Read More
Events & Webinars | Peer Networks

The Black Belt Community Foundation: Taking a Multi-Faceted Approach to Rural Funding

November 16, 2023 | Felecia Lucky, Erin Borla, Wynn Rosser
The Black Belt Community Foundation (BBCF) utilizes a variety of funding sources and partnerships to pursue its philanthropic mission and to provide services to its rural region and rural constituents. BBCF President Felecia Lucky will discuss how the community foundation aggregates resources from individuals and other grant programs to fund their work. She will also share broader implications for private philanthropy’s engagement with rural Read More

Grants/Administrative Manager Pritzker Traubert Foundation

August 22, 2023
Reporting to the President, the Grants/Administrative Manager is the primary contact for Foundation grant recipients and is relied on to ensure the smooth operation of the Foundation’s grantmaking, administrative, and operational duties. They have responsibility for overseeing the processes and procedures of grantmaking and requirements including compliance with laws and regulations, intake of grant requests, submission of grant payment schedules Read More

Evelyn Huang

August 22, 2023
Evelyn Huang is a dynamic entrepreneur and dedicated educator who thrives at the nexus of family and finances. She holds an unwavering commitment to helping individuals and organizations harness the power of money to create fulfilling lives. As the cofounder of Ruby Money, Evelyn is leading the charge in providing a financial backbone for solopreneurs, ensuring that the pursuit of entrepreneurial Read More

Executive Administrator

August 21, 2023
The Executive Administrator will play a crucial role in supporting our executive team in day-to-day operations and strategic initiatives. This role requires exceptional organizational skills, attention to detail, and the ability to work effectively in a fast-paced and challenging environment. The successful candidate will be a proactive problem solver, a strong communicator, and possess the ability to maintain confidentiality while Read More

Tess McNair

August 21, 2023
Tess McNair joined the C.E. and S. Foundation in 2010 as a program officer focused primarily on integrating the Foundation’s education-related interests at the local and national level.  In 2014, she assumed the role of executive director. Prior to joining the C. E. and S. Foundation, Tess focused her career in the for-profit and not-for-profit sectors of the healthcare industry, Read More
Blog | From NCFP

Application Processes and Effective Family Philanthropy: No easy answers

August 21, 2023 | Miki Akimoto
You don’t know who you don’t know – Jay Espy, former CEO, Elmina B. Sewall Foundation What does your application process say about you? As the philanthropic field continues to evolve and explore critical issues including equity, accountability, relationship-building, listening, and trust-based approaches, the grants application process (or lack thereof) often serves as a focal point for both discussions and Read More

Javon L. Coney

August 18, 2023
Based in New York City, Javon is the Director of Strategic Partnerships at FanDuel and works on its Positive Impact Plan. Before that, he was a special assistant to the Mayor of New York City and Executive Assistant in the White House. Read More

Chanel Coney

August 18, 2023
As the Head of Marketing and External Affairs, Chanel is responsible for business development, investor relations, marketing, and strategic communications for the Firm. Prior to CFIP, she worked in business development for GCM Grosvenor. Chanel earned her Bachelor of Arts in Religion from Princeton University. She is very civically engaged, serving on several nonprofit boards including the Grand Victoria Foundation Read More

Lester Coney

August 18, 2023
Lester Coney serves as an Executive Vice President in the Mesirow Office of the Chairman. He is responsible for originating and nurturing new business opportunities, working with key external stakeholders while expanding and maintaining client relationships across the firm’s business lines. Les has more than 35 years of experience in the financial services industry. Prior to joining Mesirow, Les served Read More