The Experts …..

So many people to thank for taking their valuable time to assist us with Building Smart Nonprofits; its hard to know where to start.   We provide a complete list below, but want to recognize a few that were particularly helpful or insightful to our research:

Antony Bugg-Levine, CEO, Nonprofit Finance Fund and co-author of Impact Investing: Transforming How We Make Money While Making A Difference. In addition to leading NFF’s $350 million investment portfolio and consulting practice, Mr. Bugg-Levine is the founding chair of the Global Impact Investing Network and “convened the meeting that coined the phrase ‘impact investing.’ A glance at the number of times we quoted him and/or his work in evidences his many contributions.


Phil Buchanan, President of the Center of The Center For Effective Philanthropy, and author of the recently published Given Done Right: Effective Philanthropy and Making Every Dollar Count. His writings and thoughts helped steer us away from sounding like the “suits” that think the adoption of “more business-like practices” will cure all of the third sector’s problems.


Laura Dietrick, Associate Director, University of San Diego Nonprofit Institute. Apart from not flunking one of us who was a student in her Applied Leadership course, Laura helped us in conceptualizing the original proposal for the book, and with many other suggestions/encouragements and introductions along the way.


Bill Drayton, Founder and CEO of Ashoka, author of Leading social Entrepreneurs Changing the World. Mr. Drayton is internationally lauded and recognized as a visionary and the pioneer of the field of Social Entrepreneurship. It was truly an honor to hear his thoughts.


William Foster, Partner and Head of Consulting, The Bridgespan Group: Recognized as a thought leader on issues of social change and philanthropy, his prolific writings and our discussions regarding funding models and the issues related to nonprofits seeking to improve through profitable ventures was invaluable.


Johnathan Greenblatt, CEO of The Anti-Defamation League, former Director of the White House Office Social Innovation and Founder of Ethos Water: His remarkable experiences in all three sectors provided us a unique perspective.


Don Howard, CEO of The James Irvine Foundation and formerly Partner, The Bridgespan Group: Don literally “wrote the book” on a critical impediment to sustainability (“The Nonprofit Starvation Cycle”) and now leads one of California’s largest private foundations. Our conversations, his insights, and the many introductions he made for us were of enormous assistance.


Joan Jacobs, internationally recognized philanthropist: Mrs. Jacobs and her husband, Irwin Jacobs, were early participants in the Giving Pledge, “a commitment by the world’s wealthiest individuals and families to dedicate the majority of their wealth to giving back” and were awarded the Carnegie Medal of Philanthropy. Our discussions, including how the couple decide who – and how to support – so many nonprofits were an insightful glimpse into the world of inspired contemporary philanthropy.


Eric Nee, Editor in Chief, The Stanford Social Innovation Review: Founder and Leader of one what we call (in the book) the “Magnificent Seven” go-to resources, Mr. Nee’s prolific writings, (and SSIR’s informative content) our conversations, and his kind introductions to numerous third sector thought leaders was a major contribution.


• And finally, Dr. Paula A. Cordeiro: (full disclosure David’s wife). Apart from normal spousal support – like encouragement/reviewing (and rejecting) drafts, Paula’s 40 year career in the world of nonprofits as an educator, university dean/foundation/nonprofit/ NGO board member/author contributed amazing insights and referrals to our work.

Yes, nonprofits are different— and the willingness of all the busy people who agreed to spend their valuable time to assist others in the sector by contributing to our research proves this point.  Many thanks to: (Alphabetical list )

Kim Ammann Howard, director of Impact Assessment and Learning at the James Irvine Foundation

Dr. Ray Ashley, CEO, Maritime Museum of San Diego

Lindsay Beck and Catarina Schwab,  Co-Founders, IPX Advisors

Steve Ballach, Co-Founder, Bottomline Marketing

Mark Berger, former CEO & President, Partnerships With Industry

Phil Buchanan, President, The Center for Effective Philanthropy and author of Giving Done Right

Antony Bugg-Levine,  CEO, The Nonprofit Finance Fund

Malin Burnham, Philanthropist and author of Community Before Self

Cécile Chalifour,  West Division Manager, JPMorgan Chase  & Co.

Jose Cruz, Former CEO, Bario Logan College Institute

Dr. Laura Deitrick, Associate Director of The Nonprofit Institute at the University of San Diego

Mary Dowling, Partner,   For Purpose Law Group

Bill Drayton, Founder and CEO of Ashoka: Innovators for the Public, and author of Leading social Entrepreneurs Changing the World

Steve Eldred, Senior Program Manager, CalEndow

Tom Fetter, Philanthropist

Robert Foster, Director of Impact Investing, San Diego Grantmakers

William Foster, Partner and Head of Consulting, The Bridgespan Group

Dr. Nelli Garton, Founder and Chief Impact Officer, Tablecloth Inc.

Martha Gilmer, CEO, San Diego Symphony

Johnathan Greenblatt, CEO of The Anti-Defamation League, former Director of the White House Office Social Innovation and Founder of Ethos Water

John Grossman, Senior Fellow, Third Sector Capital Partners

Vince Hall, CEO, Feeding San Diego

Trista Harris, former president of the Minnesota Council on Foundations and author of Future Good

Carrie Hessler-Radelet, CEO, Project Concern International

Don Howard, CEO of The James Irvine Foundation and co-author of The Nonprofit Starvation Cycle

Bruce Hoyt, formerly Senior Vice President of Philanthropic and Impact Investing, Gary Community Investments

Joan Jacobs, internationally recognized philanthropist

Nancy Jamison, former CEO, San Diego Grantmakers

Amanda Keton, Head of People and Foundation, Tides Foundation

Jack J. Landers, Teague Insurance

Pat Libby, founder of The University of San Diego’s Nonprofit Leadership and Management program

David Lynne, CEO, Mission Driven Finance

RADM John “Mac” McLaughlin USN (ret), CEO, and Scott McGaugh, Director of Marketing, USS Midway Museum

Ali Malekzadeh, President,  Roosevelt University

John MacIntosh, Partner, SeaChange Capital Partners

Anne Marbarger, Executive Director, Padres Pedal the Cause 

Jan Masaoka,   CEO, California Association of Nonprofits (CalNonprofits)

Rebecca Masisak, CEO, TechSoup

Janine Mason, Executive Director, The Fieldstone Leadership Network San Diego

Tim May, Executive Director, Government & Nonprofit Banking Business Loan Center, JPMorgan Chase & CO

Eric Nee, Editor in Chief, The Stanford Social Innovation Review

Preeta Nayak,  Partner, The Bridgespan Group

Amit Patel, Managing Director,  Nonprofit Group, Accenture 

Alicia Quinn, Director of Programs, Mission Edge


Dr. George Reed, Dean of the School of Public Affairs, University of Colorado Colorado Springs

Cameron Ripley, CEO, Community Boost Consulting

Larry Rosenstock, Founder & CEO, High Tech High

 Willa Seldon, Partner, The Bridgespan Group

Liz Sheer,  former Professor of Nonprofit Leadership, University of San Diego

Beth Sirull, President & CEO, Jewish Community Foundation, San Diego

Carrie Stokes Holst, Senior Manager of Impact and Borrower services, Mission Driven Finance

Mary Catherine Swanson, Founder, Avid

John Vasconcellos, CEO of the Community Foundation of Southeastern Massachusetts

Katrina Wert, Director of the Center for Workforce Initiatives, Community College of Denver

Dace West, , Vice President of Community Impact, Denver Foundation

Dr. Gary Weitzman, President and CEO of  the San Diego Humane Society

John Yokelson,  Founder and President of Building Engineering and Science Talent, member of the Council on Foreign Relations and author of Loving and Leaving Washington: Reflections on Public Service

Yotam Zeira, former Director of Strategy & External Affairs, ROCA