Thanks for visiting! Let's get acquainted.
I work with private foundations, philanthropists, and
philanthropic familes to carry out their missions and operations,
especially those just getting started
in their philanthropic pursuits and/or those in governance,
generational, or programmatic transition.
People who work with me tell me that one of my superpowers
is "distilling”, which they mean as getting to the heart
of the issue and reflecting what is being said
clearly and succinctly.
I'm a Chartered Advisor in Philanthropy and Certified 21/64 Advisor.
I want to compliment you on your work. The reflection report was detailed and accurate and presented in a great tone. I was very impressed with what we accomplished together and give you all the credit.
Jay Healy, Founder and Owner
Century Wealth Management
We worked with Stefanie during our foundation’s decade of dramatic growth and transition. She earned the trust and respect of all our principals, advisors, staff, and family members and continues to be well-regarded among us all even though it’s been a little while since we’ve worked together. She flexed with our shifting priorities and big personalities while helping to drive the foundation’s productivity and efficiency. We’d often call her out of the blue with a big idea, and Stefanie skillfully put framework and logistics together so we could accomplish our goals.
John Farnam, Chief of Staff
The Morgridge Family Foundation
Thanks for all the careful attention you gave to the Enoch Foundation during our years of working together. You were responsive, thorough, and thoughtful and my wife and I both had peace of mind knowing that the details and logistics were in your efficient and experienced hands. It was also just a lot of fun working with you!
Robert Ferguson, Trustee
The Enoch Foundation