Partnerships & Affiliations

I am collaborative by nature and I have learned the myriad benefits of partnering with others. There is productive synergy in coming together with people you respect, with whom you can spar--agree/disagree--while all growing forward in purpose and still with the intention of a greater good.

I share here formal affiliations and memberships; I have numerous informal connections that help keep me sharp and excited, enthusiastically facing the day knowing that risk brings reward and that I will fall softly in the poppy field, cushioned by our  mutual desire to bring positive change to our world.

Purest integrity is required to make it to this page, I have full comfort and confidence in the integrity of the organizations I partner with or allow to use my name.


Davinci Global Consulting

Jewish Girls Unite

professional associations

Association of Fundraising Professionals

Partnership for Philanthropic Planning

CFRE International
30+ year professional, I maintain membership in these professional associations, committed to ongoing learning and teaching annually.

Purposeful Planning Institute

The Purposeful Planning Institute (PPI) is a learning center for professionals interested in mastering the Purposeful Planning process, exploring best practices for legacy families and families in business as well as cutting edge processes and techniques.

book Recommendations

The following are a jumble of books I've read and reread that have impacted me greatly.  I urge you to select one and read it now!

  • Mindset by Carol Dweck
  • Positivity by Barbara Frederickson
  • Why Good Things happen to Good People by Stephen G. Post
  • Asking by Herold Panas
  • Think and Grow Rich by Napoleon Hill
  • The Four Agreements by Don Miguel Ruiz

Become a Partner

If you would like to partner with us, fill out the form below and one of our staff members will get back to you.