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Board

Officers:

Nancy Gardiner, Chair  Bio
Hemenway & Barnes

Lynne Doblin, Vice Chair  Bio
Richard and Susan Smith Family Foundation

Alicia Verity, Second Vice Chair  Bio
Bank of America

Robert Zaccardi, Treasurer  Bio
Eaton Vance Investment Counsel

Amanda Northrop, Clerk Bio
State Street Foundation

Mari Brennan Barrera, Past Chair  Bio
Senior Philanthropic Advisor

Tref Borden, At-Large Member  Bio
Fish Family Foundation

Jim Grace, At-Large Member  Bio
Arts & Business Council of Greater Boston

Jeffrey Poulos, Chief Executive Officer Bio
Associated Grant Makers

 

Directors:

 

Delia Arellano-Weddleton  Bio
Nellie Mae Education Foundation

Nora Moreno Cargie  Bio
Tufts Health Plan Foundation

Stephen Chan  Bio
The Boston Foundation

Dave Edwards  Bio
Essex County Community Foundation

Ruth Ellen Fitch  Bio
The Ludcke Foundation

Lori Gazzillo  Bio
Berkshire Bank Foundation 

Karen Kelley Gill  Bio
The Klarman Family Foundation

Phil Hall  Bio
GMA Foundations and The Theodore Edson Parker Foundation

Deva Hirsch  Bio
The Paul and Phyllis Fireman Foundation

Jennifer Lee  Bio
Blue Cross Blue Shield of MA Foundation

Giles Li  Bio
Boston Chinatown Neighborhood Center

Dana Neshe   Bio
Middlesex Savings Charitable Foundation

Christopher O'Keeffe  Bio
Greater Worcester Community Foundation

Denise Porché  Bio
The Island Foundation 


Bios

Officers:

Nancy Gardiner, Chair 
Jane's Trust

Nancy Gardiner a Partner at Hemenway & Barnes LLP and  Director of their Family Office and Philanthropy Services. She works with families on governance, succession and all facets of family office creation, operation and management. She also advises individuals and families on all aspects of charitable giving, including the creation of charitable vehicles, such as private foundations, advising families and individuals regarding areas of interest and the structuring of individual gifts. Nancy also counsels development offices on issues relating to major gifts.

Nancy also oversees the firm's Philanthropy and Family Office Services which includes helping clients accomplish everyday tasks, such as bill paying, relocations, assisted living arrangement, oversight of special assets or collections and other issues related to "life management." Nancy is also Managing Director and Secretary of Hemenway Trust Company, a New Hampshire based private fiduciary firm.

Nancy currently administers several large family philanthropies, including Jane's Trust. In addition to her service on the Board of Associated Grant Makers, Nancy also serves on the Board of the Winsor School and is an overseer of The Brookline Educational Foundation and a member of the Selection Advisory Council for the Greenlight Fund.  Nancy has been named to Best Lawyers in America and has been awarded Lawyer of the Year in Non-Profit / Charities Law in the Boston metro area.

Lynne Doblin, Vice Chair
Richard and Susan Smith Family Foundation

Lynne Doblin has served as Executive Director of the Richard and Susan Smith Family Foundation since 2011.  With the Smith Family Foundation for over a decade, she previously served as its Program Director.  The Smith Family Foundation distributes approximately $13 million in grants each year aimed at promoting the health, educational attainment, and economic mobility of Greater Boston residents.

Prior to joining the Smith Family Foundation, Ms. Doblin worked as a senior manager at the City of Charlotte, NC.  During her tenure there, she led the city’s housing, job training and economic development programs and managed City partnerships with community-based organizations.   In previous positions she served as a lobbyist for two nonprofit organizations in Washington, DC and worked in international development for a non-governmental organization based in Geneva, Switzerland. 

Her educational background includes a Master’s in Public Administration from Harvard University’s Kennedy School of Government and a BA from Duke University.  She lives in Belmont, MA with her husband and three children.

Alicia Verity, Second Vice Chair
Bank of America

Alicia Verity is a Senior Vice President and Massachusetts Market Manager for Corporate Social Responsibility at Bank of America. In this role, she is responsible for programs furthering business integration, employee connectivity, and brand visibility in order to position Bank of America to effectively deliver the entire bank to Massachusetts’ customers, clients, employees and communities.  She provides local intelligence for strategic design and management of initiatives to deepen the bank’s positive impact in the region - through business development and targeted investments including cross-business collaborations, philanthropy, sponsorships, executive engagement, influencer outreach and community volunteerism – which are executed by Ms. Verity and the local market development team she oversees.  Prior to joining Bank of America in 2003, she served as director of investor relations for Liberty Financial Companies (NYSE: L), and in I.R. roles with FitzGerald Communications and Oak Industries (NYSE: OAK).  Earlier in her career, Ms. Verity was based in London as an international trade representative for the State of California's West European Office of Trade and Investments. She began her professional career with the US & Foreign Commercial Services at the Embassy of the United States of America in Paris, France.  Ms. Verity currently serves as an Overseer at the Boys & Girls Clubs of Boston, and on the Corporate Advisory Council of Cradles to Crayons.  She has a BA from the American University of Paris, and an MBA from University of Westminster in London.

 Robert Zaccardi, Treasurer
Eaton Vance Investment Counsel

Rob Zaccardi joined Eaton Vance Investment Counsel as Vice President for Strategy & Development in December of 2013. Rob began his career working for the investment firm of Scudder, Stevens and Clark.  Previously, Rob served as Vice President at EdVestors in Copley Square, Boston. Prior to this, Rob was the Director of Development for Urban Engagement at Northeastern University. Additionally, Rob spent over five years directing investor relations at the Massachusetts Institute for a New Commonwealth (MassINC), a leading statewide non-partisan political think tank.  Rob is active in a myriad of civic engagement activities and pursuits, is immediate past president of the board of InnerCity Weightlifting, and offers strategic business consulting counsel to area social entrepreneurs and non-profit executives throughout Massachusetts.  Rob is a graduate of The University of Massachusetts at Framingham and received his Master’s Degree in Human Services Management and a Master’s Degree in Social Work from Boston University.

Amanda Northrop, Clerk
State Street Foundation

Amanda Northrop is a vice president of the State Street Foundation, the charitable arm of State Street Corporation, where she is responsible for grantmaking in the company’s headquarters region of Massachusetts. In that capacity she oversees a portfolio of approximately 100 education and workforce development investments, manages the day to day operations, and drives the strategy for local grantmaking.     

Amanda first joined State Street in 2000 as a program associate working on the Foundation’s grantmaking activities outside Massachusetts, including Africa, Europe and Asia.  She joined the Massachusetts program in 2007.

Amanda is on the executive committee of Associated Grant Makers, a membership association of regionally based foundations, as well as on the Advisory Council for Inner City Weightlifting. She previously served as long-term member of the steering committee of the Greater Boston chapter of Emerging Practioners in Philanthropy (EPIP).  She is a graduate of Kenyon College and Boston College’s Leadership for Change program and has a certificate in corporate community involvement from Boston College’s Center for Corporate Citizenship.  Amanda lives with her family in Groton, MA. 

Mari Brennan Barrera, Past Chair 
Senior Philanthropic Advisor

Tref Borden, At Large Member
Fish Family Foundation

Tref Borden is the Executive Director of the Fish Family Foundation, a Boston-based private foundation  focusing primarily on human services for low-income individuals and families in the Greater Boston area, with a particular interest in immigration and naturalization programs.  As Executive Director of the Foundation, Ms. Borden works closely with its Investment Committee managing the foundation’s assets in addition to managing the Fish Family Office.

Prior to coming to the Fish Family Foundation, Ms. Borden had served as Executive Director of the Tiger Foundation in New York City.  The Tiger Foundation supports educational, vocational, and social services organizations focusing on the lowest-income, highest-risk populations in the city.  Ms. Borden left the Investment Banking field to join Tiger as its founding Executive Director.

Jim Grace, At-Large Member
Arts & Business Council of Greater Boston

Jim Grace is the Executive Director of the Arts & Business Council. Previously he was the Executive Director of the Volunteer Lawyers for the Arts of Massachusetts (VLA) from 1998 until 2008, when it merged with the A&BC.  Jim has experience working with artists and arts organizations in the areas of publishing law, public art, copyright, trademark, nonprofit incorporation and mergers, negotiation training, and artist live/work and nonprofit board issues.  Jim was an adjunct professor for Boston University’s Masters in Arts Administration Program for over five years where he co-taught a course on Legal Issues in Arts Administration.  In addition, Jim is a working author, book editor, and publishing attorney.  He is the co-author of best selling The Worst Case Scenario Handbook: Golf. To date he has been involved in the publication of over eight books. Jim serves on the board of Associated Grant Makers and is a founding member of the Arts Services Coalition, as well as a former founding board member of the Fort Point Cultural Coalition.

Jeffrey Poulos, Chief Executive Officer
Associated Grant Makers 

Since mid-2010, Jeff has served as the Chief Executive Officer of Associated Grant Makers. Jeff is currently the Treasurer of the board of the Massachusetts Nonprofit Network and Vice Chair of the board of the Forum of Regional Associations of Grantmakers.

Prior to joining AGM, Jeff served for ten years as Executive Director of StageSource, the Greater Boston Theatre Alliance, a regional association for theatre artists and organizations. Jeff has also worked at the Huntington Theatre Company in a number of positions and as General Manager at the New Repertory Theatre.

Additionally, Jeff has served on the Leadership Team of the national D5 Coalition on Diversity, Equity and Inclusion in Philanthropy, as Chair of the Arts Services Coalition of Boston, as Board Treasurer of Massachusetts Advocates for Arts Sciences and Humanities, and as a member of The Boston Foundation Arts and Culture Advisory Committee and the Massachusetts Cultural Council's Advisor Corps. In 2007, Jeff was one of 56 arts leaders to attend the Executive Program for Nonprofit Leadership-Arts at Stanford University Graduate School of Business Center for Social Innovation. In 2011, Jeff was awarded the StageSource Theatre Hero Award for his long-time service to the Greater Boston theatre community.  Jeff is a resident of Watertown, Massachusetts and a graduate of Ithaca College.

Directors:

Delia Arellano-Weddleton
Nellie Mae Education Foundation

Nora Moreno Cargie
Tufts Health Plan Foundation

Nora Moreno Cargie is president of the Tufts Health Plan Foundation and vice president, corporate citizenship for Tufts Health Plan. As president of the Foundation, Ms. Moreno Cargie is responsible for leading the Foundation’s work in healthy living with an emphasis on older adults. In her role as vice president of corporate citizenship, Ms. Moreno Cargie works with leadership to leverage the health plan’s business practices, products, services and community engagement strategies, including corporate sponsorships and employee volunteerism, to make our communities stronger. Prior to joining Tufts Health Plan, Ms. Moreno Cargie served as the director of global corporate citizenship for The Boeing Company, where she led corporate citizenship efforts at Boeing’s Chicago office using philanthropy, volunteerism and other strategies to address community issues and concerns. At Boeing, she was chosen to serve for five months as chief of staff to the Superintendent of the Chicago Public Schools, a role which made her the first loaned executive in the city. Previously, Ms. Moreno Cargie served as vice president of communications and development for the Illinois Action for Children. During her six-year tenure in this role, Ms. Moreno Cargie took time off to serve as the deputy communications director for Barack Obama’s U.S. senatorial campaign in 2004. Ms. Moreno Cargie’s other government experience includes positions as deputy commissioner for the Mayor's Office of Workforce Development in Chicago, communications director for the Chicago Park District, assistant commissioner of the Chicago Department of Human Services, and acting press secretary/public relations manager for the Chicago Public Schools. Ms. Moreno Cargie earned a bachelor’s degree from Columbia College Chicago and a master’s degree from North Park University. In 2015, Ms. Moreno Cargie was selected into LeadBoston, an experiential executive education program, which focuses on the inner workings of Boston, trends and issues that impact the city's social and economic vitality, and socially responsible leadership.

Stephen Chan
The Boston Foundation
Stephen Chan joined the Boston Foundation in September 2010 as Chief of Staff where he oversees strategy and operations, performance evaluation, and human resources.  As a member of the Senior Management Team, Stephen partners with department heads to ensure alignment across mission, strategy, and execution at all levels of the organization, and to monitor organizational performance and effectiveness.  Stephen also provides strategic advice and support to the President in his interactions with the Foundation’s board of directors and as a liaison to external audiences.  He previously worked as Special Assistant to the President at the Boston Foundation from 2004 to 2006.

Stephen most recently served as an Advisor to Mayor Thomas M. Menino at the City of Boston where he developed and managed public-private initiatives in education, community development, and human services.  He led the Boston Food Policy Council and launched the Mayor’s Office of Food Initiatives to advance citywide efforts on farmers markets, urban agriculture, food trucks, and healthy school food.  He also helped design and launch the Circle of Promise, an effort to support families in the neighborhoods surrounding Boston’s most challenged public schools through school-community partnerships.  Before that, Stephen held a number of consulting roles, including advising the Boston Public Schools Office of Human Resources on the district’s teacher recruitment strategy and conducting research for a healthcare distribution industry association at Booz & Co.

Stephen received his MBA from Harvard Business School, MPA from Harvard Kennedy School, and BA with Honors in Public Policy from Stanford University.  He is a board member of Boston Chinatown Neighborhood Center, Washington Gateway Main Street, the Massachusetts Governor’s Asian American Commission, and the Membership Committee of Grantmakers for Effective Organizations (GEO).  He is also a co-founder of Saffron Circle, Boston’s first Asian giving circle, and been named a Truman National Security Partner and World Economic Forum Global Shaper.

He lives in the South End neighborhood of Boston, and enjoys volunteering with his husband Tim for various civic and community initiatives.

Dave Edwards
Essex County Community Foundation

David A. Edwards serves as President & CEO of the Essex County Community Foundation, a $38 million grant making and community leadership organization. Edwards has over 15 years of successful leadership with community foundations and expertise in the nonprofit sector, and over 15 years of higher education administration experience in the Greater Boston area. Prior to joining the Foundation, he has served as a principal with Sutherland ~ Edwards LCC, Consultants to Philanthropy, a consulting firm that has worked with over 40 community foundations across the nation. Before that, Edwards was the founding CEO of the Community Foundation of San Luis Obispo County in San Luis Obispo, California. During his six-year term there, he worked with the board to grow the Foundation’s total assets from $60,000 to over $23 million. He has also served as Vice President for Administration & Finance at Wheelock College in Boston and was Budget Director for the University of Massachusetts. He holds a certificate in strategic management for nonprofits from Harvard Business School and is a fellow at the Center for Social Innovation at Stanford University. He has a B.A from Hope College, an M.A. from the University of Michigan and a M.Ed. from the University of Vermont. He lives in Ipswich with his wife Kalanani and their two, incredibly spoiled Sussex Spaniels, Luci & Ginger.

Ruth Ellen Fitch
The Ludcke Foundation

Ruth Ellen Fitch served as President and Chief Executive Officer for nine years at The Dimock Center, retiring in June 2013. Prior to her position with Dimock, Ms. Fitch practiced law with Palmer & Dodge LLP where she became the first Black woman partner at a Boston law firm. Before attending law school, Ms. Fitch was Director of the METCO program in the Brookline Public Schools. She also taught Black literature at the University of Massachusetts at Boston. She holds a Bachelor of Arts Degree in Economics from Barnard College, Columbia University and a Juris Doctor degree from Harvard Law School, where she served for three years on the Law School Administrative Board. She serves as a Director of Health Law Advocates and as a Director of the Harvard Pilgrim Health Care Foundation. She is also a trustee of the Ludcke Foundation. Ms. Fitch received an Honorary Doctor of Humanities degree from Curry College in 2011 and an Honorary Doctoral Degree from Simmons College in 2014. She received the Pinnacle Award for achievement in the legal profession from the Greater Boston Chamber of Commerce, the Women’s Bar Association of Massachusetts Award, the Charles Hamilton Houston Public Service Award from the Harvard Black Law Students Association, and the Distinguished Alumna Award from Girls’ Latin School/Boston Latin Academy, where she has been a commencement speaker.

Lori Gazzillo

Berkshire Bank Foundation 

Lori Gazzillo is Director of the Berkshire Bank Foundation. In this capacity, she oversees the Bank’s community investment initiatives including Foundation grants, the Volunteer program and Scholarship Program. Each year the Berkshire Bank Foundation contributes nearly $1.6 million to non-profit organizations in Massachusetts, New York, Vermont and Connecticut. Additionally, the Bank’s employees provide over 40,000 hours of service in communities served by Berkshire Bank. Lori came to Berkshire from Legacy Banks, where she spent five years in a similar capacity overseeing public relations, marketing and working with the Foundation. Prior to her banking career, Lori worked for nine years at Massachusetts College of Liberal Arts overseeing public relations and communications. She also previously worked for State Senator Jane Swift and on her Congressional campaign and as a reporter for WBRK radio. She serves on the Boards of Directors of the Berkshire Chamber of Commerce and Multicultural BRIDGE. Lori holds a bachelor’s degree in journalism from Keene State College and a Master of Educational Administration from MCLA. 

Karen Kelley Gill
The Klarman Family Foundation

Karen Kelley Gill serves as the Director of Operations and Administration at the Klarman Family Foundation, a private family foundation located in Boston. With more than twenty-five years of experience in the non-profit and philanthropic arena, Karen’s primary expertise is in the area of non-profit finance, operations and strategy. Prior to joining the Klarman Family Foundation, Karen served as Deputy Director and Chief Financial Officer for the Community Economic Development Assistance Corporation (CEDAC), and its affiliated organization, the Children’s Investment Fund. Karen has also held finance positions at the National Arts Stabilization Fund (now National Arts Strategies) and at Arena Stage as well as an adjunct faculty position in the Department of Urban and Environmental Policy at Tufts University. Karen currently serves on the board of directors of the Boston Center for the Arts. Karen holds a Bachelor’s degree in Finance from the Catholic University of America and a Master of Business Administration in Public and Nonprofit Management and Finance from Boston University.

Phil Hall
GMA Foundations and The Theodore Edson Parker Foundation

Phil joined GMA Foundations in 1988 and became a partner in 1992, where he is Director of Grantmaking Services.  Phil serves as senior program staff for the Jessie B. Cox Charitable Trust, a New England funder with interests in the fields of early education, health access, and land conservation, and the Theodore Edson Parker Foundation, which focuses its grantmaking on the city of Lowell, Massachusetts. He is a regular consultant to the William E. Schrafft and Bertha E. Schrafft Charitable Trust, the Wellington Management Foundation, and the Nordblom Family Foundation.

Over the years, Phil has participated in various grantmaking collaboratives in Boston.  He is the treasurer for the Boston Education Funders, a local affinity group, and, with Heidi Brooks, co-chair of the membership committee of Associated Grant Makers.  He has been a presenter on various occasions on the subject of nonprofit fundraising and on grant-related matters.

Phil graduated with highest honors from Marlboro College and has a master’s degree in piano performance from the Boston University School for the Arts.

Deva Hirsch
The Paul and Phyllis Fireman Foundation

Deva Hirsch joined the Paul & Phyllis Fireman Charitable Foundation as Executive Director in May 2015. She currently serves as a member of the 2016 LeadBoston class, the Selection Advisory Committee of GreenLight Fund Boston, the Emory University Board of Visitors, the Hands On Tokyo Advisory Board and a volunteer for the Tufts Alumni Admissions Program. Prior to returning to Boston in 2014, Deva served as Executive Director for the Abraham J. & Phyllis Katz Foundation in Atlanta, GA, the founder and president of Hands On Tokyo in Tokyo, Japan and one of two founding Co-Directors and Vice President for Program at the Arthur M. Blank Family Foundation in Atlanta, GA. Deva obtained her MA in Urban and Environmental Policy and Nonprofit Management at Tufts University and her BA in Journalism and Public Relations at the University of Georgia. An almost “native” Atlantan, she was one of eleven co-founders of Hands On Atlanta, a 2000 graduate of Leadership Atlanta and a 2003 YWCA Woman of Achievement.

Jennifer Lee
Blue Cross Blue Shield of MA Foundation

Jennifer Lee is the Senior Program Officer for the Blue Cross Blue Shield of Massachusetts Foundation, where she has been since 2008.  In that capacity, she oversees the grant portfolios for the Connecting Consumers with Care, Social Equity and Health, and Catalyst Fund grant areas. She previously worked at Health Care For All as their Outreach and Enrollment Manager, where she oversaw initiatives that educated consumers about health care reform and enrolled individuals into health coverage programs. Prior to this position, she served as Children's Health Initiatives Team Lead and Program Associate, where she coordinated the Covering Kids and Families Initiative. She also previously served as an AmeriCorps volunteer for the Massachusetts Promise Fellowship program at Northeastern University, Chair of the Board of Directors for the Massachusetts Association of Community Health Workers, and Co-Chair of Asian Americans/Pacific Islanders in Philanthropy.  She holds a Masters in Public Health from Tufts University's School of Medicine and a Bachelors of Science in biology with a concentration in Asian studies from Boston College.

Giles Li
Boston Chinatown Neighborhood Center

Giles Li is the Executive Director of Boston Chinatown Neighborhood Center, and has been at BCNC since 2006. With experience in the non-profit sector at the national and local levels, Giles has a proven track record of direct service, advocacy work, and management experience. Having grown up locally in an immigrant family, he has a life-long connection and commitment to the community in and beyond Chinatown. Giles is a recognized thought leader and public speaker in Asian American communities nationwide. He holds a Master’s degree in Public Affairs from UMass-Boston and is an alumnus of the Institute for Nonprofit Management and Leadership. Giles has also served as adjunct faculty in the Asian American Studies program at UMass-Boston, and is a cross-sector leader who has served on several boards and committees, including the Task Force for Financial Literacy at the Office of the State Treasurer and on the Advisory Board for the Mayor’s Office for Immigrant Advancement.

Dana Neshe
Middlesex Savings Charitable Foundation

Dana M. Neshe is an Executive Vice President of the Middlesex Savings Bank and President of the Middlesex Savings Charitable Foundation. Ms. Neshe oversees the operations of the Bank’s 29 retail branches as well as its marketing efforts and its retail investment program.  Ms. Neshe also has responsibility for directing and managing all charitable giving activities for both entities.  A long-time resident of Framingham, Ms. Neshe received her MBA and her Masters in Nonprofit Management from the University of Maryland, University College and her Bachelors in Economics from Framingham State University.  She holds a variety of positions with local non-profits, including Chair of the MetroWest Health Foundation, Trustee of Framingham State University, Director of Jewish Family Service of Metrowest, and Director of the MetroWest Chamber of Commerce.

Christopher O'Keeffe
Greater Worcester Community Foundation

Chris O’Keeffe is Vice President for Program at the Greater Worcester Community Foundation, among the most respected philanthropic organizations in Central Massachusetts. Expertise, an extensive network of community partnerships and a record of effective, high-impact grant making have made the Foundation a key regional resource. Chris oversees Greater Worcester’s grants and community partnerships. A 21 year veteran of United Way of Massachusetts Bay and Merrimack Valley, he has extensive professional experience in grant making, program development, evaluation of nonprofit performance and fundraising. He lives in Marlborough, MA, where he currently serves as Treasurer of the Marlborough Community Development Corporation and Trustee of the Advanced Math and Science Academy Charter School.  Chris grew up in New York City and holds an M.S. in Rehabilitation Counseling from Syracuse University.

Denise Porché
The Island Foundation 

Denise Porché is the executive director of the Island Foundation in Marion, MA. In this role, she recently added a global program to the portfolio, and she also founded the Southeastern Massachusetts Food Security Network and the Nonprofit CEO Women’s Group.  Prior to joining the Foundation, Denise was a fellow at the Charles Hamilton Houston Institute for Race & Justice at Harvard Law School where she worked on inclusion projects, and was a member of the Harvard Diversity Working Group. Denise also directed the Office for Child Protection for the Diocese of Fall River, where she was responsible for managing compliance and education initiatives in response to the crisis of sexual abuse of children in the Church, and she founded the National Safe Environment Leadership Conference. She also directed the Catholic Campaign for Human Development (CCHD) for the Diocese by managing fund allocations, providing technical assistance to community organizations, and by serving as a member of the National Advisory Board for CCHD.  Currently, Denise is Exponent Philanthropy’s Local Engagement Group Coordinator for southeastern Massachusetts, and she also serves on many boards, which represent her interests in leadership development, social justice, immigration and the arts.  Denise received her B.A. in English Literature from the University of Massachusetts at Dartmouth and a Master of Social Work degree from Boston University.

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