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Special Meeting of the Membership

September 19th, 2017
5:15PM to 5:45PM
Associated Grant Makers, 133 Federal Street, Suite 802, Boston, MA
Grantmaker, Philanthropic Advisor
Event type:
Philanthropic trends
Base fee:

In lieu of the AGM annual meeting in June which was postponed (at which we hold elections to the board of directors), AGM will be holding a special meeting of the membership on Tuesday, September 19 at 5:15pm to elect new and returning members to the board. Light refreshments will be served. If you are unable to join us at the meeting, we welcome your submission of a Proxy Vote.

Also, in place of the annual meeting, AGM will host a celebratory breakfast on Monday, December 4, at 8:30am – details to follow, but please save the date!

The following slate has been recommended by the AGM board of directors for approval by the Membership:

Re-elect to a 2nd 3-year term, expiring June 2020:    
Lori Gazzillo (Berkshire Bank Foundation), Chris O’Keeffe (Greater Worcester Community Foundation), Denise Porché (The Island Foundation), and Alicia Verity (Bank of America).

New Board Members to be elected to a 1st 3-year term, expiring June 2020:
Josie Greene (Crane Foundation), Kate Grundy (Devonshire Foundation), David Howse (ArtsEmerson), Jocelyn Sargent (Hyams Foundation), and Audrey Shelto (Blue Cross Blue Shield of MA Foundation).

Bios of New Board Members
Josie Greene is the Assistant Vice President and a Director of the Josephine and Louise Crane Foundation, a fourth-generation private family foundation established in 1956 which supports nonprofit organizations throughout Massachusetts. Josie's background in the mental health field informs her philanthropic work, and she has a particular interest in the impact of systems and trauma on communities and identity development. Prior to becoming involved with her family foundation, Josie was the Assistant Director of Counseling at Mount Ida College in Newton.  Among her current interests is identifying new and innovative ways that the philanthropic community can help address root causes of social inequalities through understanding structural and cultural barriers to equity and how they impact our most historically excluded communities.  Josie serves on the Board of Overseers at Boston Children's Hospital and is a member of the McLean Hospital National Council. She received her B.A. In Psychology from American University, in Washington, D.C., and a Master's degree in Counseling Psychology from Lesley College in Cambridge, MA. She lives in Newton, with her husband Glenn and their two children.

Kate Grundy has served as Executive Director of The Devonshire Foundation, a Boston-based private family foundation, since 2014. In this role, Kate collaborates with the board to address systemic issues affecting inner city youth and to affect climate change by encouraging people to live more sustainably. The Devonshire Foundation works to achieve its goals primarily through targeted capacity-building funding. Kate also serves as the Vice President of Foundation Services at Howland Capital Management, where she provides a broad range of grantmaking and management services to foundation clients. Prior, Kate worked in nonprofit management, both as an independent management consultant and as an organizational staff member. She has worked with client innovators through the Social Innovation Forum and Root Cause. Kate also worked at Rosie’s Place, a Boston shelter for poor and homeless women, as Director of Foundation and Corporate Relations and as a senior manager overseeing direct service programs. She continues to volunteer there as a member of the Program and Evaluation Committee.  Kate has also held positions at the National Center on Family Homelessness and Women’s Policy, Inc., a national organization that tracks federal legislation affecting women and families. Kate holds a Master’s in Business Administration from Yale School of Management and Bachelor’s degree in English from Mount Holyoke College.

David C. Howse is a recognized speaker and commentator on the arts and social integration, and for over a decade has been a leader in the nonprofit arts and culture sector. In his role as Associate Vice President of the Office of the Arts at Emerson College and Executive Director of ArtsEmerson, Howse is fiscally and administratively responsible for multiple cultural venues in Downtown Boston. Howse previously served as the Executive Director of the award-winning Boston Children’s Chorus (BCC), an organization that brings youth from the ages of 7 to 18 from the Greater Boston area to create harmony both musically and socially through a shared love of music. The singers’ powerful voices and rich diversity have inspired audiences in Boston and throughout the world. As a founding staff member, Howse was instrumental in helping grow BCC from a pilot project serving 20 kids in 2003 to a vibrant organization educating over 500 singers in 12 choirs in 5 locations.  Howse holds degrees from Bradley University and New England Conservatory of Music and is a graduate of Harvard Business School's Next Generation Executive Leadership Program. He remains active with the National Arts Strategies Chief Executive Program, a consortium of 100 of the world’s top cultural leaders, which addresses the critical issues that face the arts and cultural sector world-wide. Howse has received numerous awards for his innovative leadership including Root Cause’s Social Innovation Forum Achievement Award and Boston Business Journal's “40 under 40” Award, recognizing him as one Boston’s best and brightest young executives. As a faculty member at the Institute Nonprofit Practice, David teaches a management and leadership seminar to nonprofit managers and executives. David serves on the Board of Corporators for Eastern Bank, Board of Directors of Social Innovation Forum, Chorus America Board of Directors and as a Trustee of the Forbes House Museum. He also serves on the Board of Overseers at the Museum of Fine Arts (Fall 2017) and the corporation of the Community Music Center of Boston. David formerly served on the South Shore Hospital Board of Directors.  He lives outside of Boston with his wife, two young sons, and their four-legged son, Pluto.

Dr. Jocelyn V. Sargent, Executive Director of the Hyams Foundation, was previously the Research and Evaluation Program Officer at the Hogg Foundation for Mental Health. In that capacity she was responsible for overseeing the foundation’s research and evaluation activities as well as managing grant programs related to mental health research and mental health workforce development. She is an expert on organizational development and the research and evaluation of community development programs. Prior to the Hogg Foundation, Jocelyn was a Program Director and Program Officer at the W.K. Kellogg Foundation. She designed and led grantmaking programs targeting the elimination of racial disparities and improving conditions for marginalized communities and served on the Racial Equity; Food, Health & Well Being; Education and Learning and Evaluation teams. Jocelyn served as Program Director of the Institute of African American Research at the University of North Carolina and as Assistant Director for the Sonja Haynes Stone Center for Black Culture and History. She also was the Deputy Director and Senior Research Associate at the Howard Samuels State Management and Policy Center at City University of New York Graduate Center. Prior, she worked at the Open Society Institute as a Program Director and created and administered the Foundation’s Southern Initiative, an innovative program designed to increase the capacity of grassroots advocacy groups and support community organizing across the American South.  Jocelyn co-founded the Center for Social Inclusion and served as a research advisor and board member for the organization, which supports advocacy strategies for community-based organizations serving low-income and people of color communities.  She has taught politics and research methods at the University of Michigan, Hunter College, New School for Social Research, Barnard College, and Duke University. She is a graduate of the University of Texas and holds a Ph.D. in Political Science from the University of Michigan.

Audrey Shelto is President of the Blue Cross Blue Shield of Massachusetts Foundation. As a proven leader with 30 years of achievement in improving the delivery of health care and human services, particularly for low-income and vulnerable populations, Ms. Shelto assumed leadership of the Foundation in August 2013.  She is widely recognized for her expertise in all aspects of health care and leads the Foundation’s strategic agenda to broaden health coverage and reduce barriers to care through grants, research, and policy initiatives. Prior, Ms. Shelto directed Blue Cross Blue Shield of Massachusetts efforts to develop a demonstration program for those dually eligible for Medicaid and Medicare.  Previous positions at Blue Cross Blue Shield included Senior Vice President for Health and Wellness where she led the development of a new member-centered model of provider integrated health management designed to improve health care quality and affordability.  Ms. Shelto’s other professional experience includes; Chief Operating Officer of Neighborhood Health Plan; Executive Director for the Boston Mayor's Advisory Committee on Health Care; Associate Commissioner of Massachusetts's Department of Mental Health; and, Assistant Budget Director for the Massachusetts Executive Office for Administration and Finance. She holds a master's degree in management of human services from the Heller School at Brandeis University, and a bachelor's degree with honors from the University of Connecticut.  Ms. Shelto serves on the board of the Justice Resource Institute, the leadership advisory committee of the Kraft Center for Community Health and recently received the Art of Healthcare Award from the East Boston Neighborhood Health Center.


Registration type: 
Normal registration

AGM Policy

Refunds: When an event or program requires payment, payment is required in advance unless alternative arrangements have been made with an AGM staff member. If payment has not been received and/or arrangements have not been made three or more business days before the event date, AGM reserves the right to cancel your unpaid reservation. AGM does not provide refunds, but a credit good for one year may be issued for future events if notice of nonattendance is received three or more business days prior to the event. If you need to cancel your event registration, please email AGM staff at info@agmconnect.org.

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