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Financiers in Business Succession

Finance professionals structuring capital solutions for business succession — from employee ownership transaction financing and mezzanine debt to equity co-investment alongside ESOP, EOT, and cooperative conversions.

Kellie Terry

North Star Fund - Rapid Response Grants

Philanthropy Programs Director

Lisa Pendolino

Ben & Jerry's Foundation - National Grants

Managing Director

M. Kenneth Lawrence

Neighborhood Progress Fund

Senior Loan Officer

Stephanie Duffy

McKnight Foundation - Arts & Culture

Director of Grants and Program Operations

Jillian Rosen

Ann Arbor Community Foundation - Nonprofit Loan Fund

Special Assistant to the President & CEO, Administration

Jasmine Benjamin

The Hyams Foundation - Special Opportunities Fund

Program Associate

Mary Liberty-Traughber

Wildhorse Foundation - Rapid Response Grant

Micky Huihui

Hawai'i People's Fund - Urgent Action Grants

Executive Director

Jill A. McCormick

The Jackson Foundation

Executive Director

Jim Oldham

Equity Trust - Equity Trust Fund

Executive Director

Cheryl L. Dabat

The Heinz Endowments

Manager, Grants & Facilities

Jackie Statum Allen

Bush Foundation - Giving Days

Grantmaking Director

Jennifer Bohnenberger

Independence Foundation

Chief Operating Officer & Director of Programs

Claudia Leung

New Breath Foundation - New Breath Fund

Director of Programs info@newbreathfoundation.org 510-560-6228

Belle Cantor

Oregon Community Foundation - D.E. & Jane Clark Fund

Senior Program Officer, Education

Kristen Haggins

S. Mark Taper Foundation

Senior Program Officer

Jill Fink

The Merchants Fund - Stabilization Grants

Executive Director

Sohrob Nabatian

Kalliopeia Foundation

Director of Grantmaking

Michael O’Heaney

The Story of Stuff Project

Executive Director 510-883-1055

Mary Alice Adams

Project NEED Foundation

Vice Chair Economic Development committee

Christine Tryba-Cofrin

Homestead Foundation

Paulina Helm-Hernández

Foundation for a Just Society

Program Officer, US Southeast

Jenny L. Snyder

The Nelson Foundation - Core Grant Program

Director of Grantmaking

Carol Chipman

Northland Foundation - Quarterly Grants

Paula Vasquez Alzate

McKnight Foundation - Arts & Culture

Program and Grants Associate

Jessica Watson

Open Space Institute - Citizen Action Program

Vice President of Conservation Communities

Nigel Roberts

LISC Strategic Investments

Senior Vice President, Community and Economic Development

# Impact Investing

Meredith Knowles

Humboldt Area Foundation - Native Cultures Fund

Director of Grantmaking Strategy, Program, & Community Solutions

Lee Bodner

New Venture Fund

Nikole LaVelle

The Overbrook Foundation

Senior Grants and Administration Manager

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