Tref Borden, Chair  Bio
Fish Family Foundation

Lynne Doblin, Vice Chair  Bio
Richard and Susan Smith Family Foundation

Alicia Verity, Second Vice Chair  Bio
Bank of America

Robert Zaccardi, Treasurer  Bio
JP Morgan Private Bank

Phil Hall, Clerk  Bio
GMA/The Theodore Edson Parker Foundation

Jeffrey Poulos, Chief Executive Officer Bio
Philanthropy Massachusetts

Nancy Gardiner, Past Chair  Bio
Hemenway & Barnes

Lori Gazzillo Kiely, At-Large Executive Committee Bio
Bershire Bank Foundation

Giles Li, At-Large Executive Committee Bio
Boston Chinatown Neighborhood Center


Phil Buchanan Bio
Center for Effective Philanthropy

Stephen Chan  Bio
The Boston Foundation

Ruth Ellen Fitch  Bio
The Ludcke Foundation

Karen Kelley Gill  Bio
The Klarman Family Foundation

Josie Greene  Bio
Josephine and Louise Crane Family Foundation

Kate Grundy Bio
The Devonshire Foundation

Deva Hirsch  Bio
The Paul and Phyllis Fireman Foundation

David Howse Bio

Christopher O'Keeffe Bio
Greater Worcester Community Foundation

Denise Porché Bio
The Island Foundation

Geeta Pradhan Bio
Cambridge Community Foundation

Jocelyn Sargent Bio
The Hyams Foundation

Audrey Shelto Bio
Blue Cross Blue Shield Foundation of Massachusetts



Tref Borden, Chair
Fish Family Foundation
Tref Borden is the Executive Director of the Fish Family Foundation, a Boston-based private foundation  focusing primarily on human services for low-income individuals and families in the Greater Boston area, with a particular interest in immigration and naturalization programs.  As Executive Director of the Foundation, Ms. Borden works closely with its Investment Committee managing the foundation’s assets in addition to managing the Fish Family Office.

Prior to coming to the Fish Family Foundation, Ms. Borden had served as Executive Director of the Tiger Foundation in New York City.  The Tiger Foundation supports educational, vocational, and social services organizations focusing on the lowest-income, highest-risk populations in the city.  Ms. Borden left the Investment Banking field to join Tiger as its founding Executive Director.

Lynne Doblin, Vice Chair
The Richard and Susan Smith Family Foundation
Lynne Doblin has served as Executive Director of the Richard and Susan Smith Family Foundation since 2011.  With the Smith Family Foundation for over a decade, she previously served as its Program Director.  The Smith Family Foundation distributes approximately $13 million in grants each year aimed at promoting the health, educational attainment, and economic mobility of Greater Boston residents.

Prior to joining the Smith Family Foundation, Ms. Doblin worked as a senior manager at the City of Charlotte, NC.  During her tenure there, she led the city’s housing, job training and economic development programs and managed City partnerships with community-based organizations.   In previous positions she served as a lobbyist for two nonprofit organizations in Washington, DC and worked in international development for a non-governmental organization based in Geneva, Switzerland. Her educational background includes a Master’s in Public Administration from Harvard University’s Kennedy School of Government and a BA from Duke University.  She lives in Belmont, MA with her husband and three children.

Alicia Verity, Second Vice Chair
Bank of America
Alicia Verity is a Senior Vice President and Massachusetts Market Manager for Corporate Social Responsibility at Bank of America. In this role, she is responsible for programs furthering business integration, employee connectivity, and brand visibility in order to position Bank of America to effectively deliver the entire bank to Massachusetts’ customers, clients, employees and communities.  She provides local intelligence for strategic design and management of initiatives to deepen the bank’s positive impact in the region - through business development and targeted investments including cross-business collaborations, philanthropy, sponsorships, executive engagement, influencer outreach and community volunteerism – which are executed by Ms. Verity and the local market development team she oversees.  Prior to joining Bank of America in 2003, she served as director of investor relations for Liberty Financial Companies (NYSE: L), and in I.R. roles with FitzGerald Communications and Oak Industries (NYSE: OAK).  Earlier in her career, Ms. Verity was based in London as an international trade representative for the State of California's West European Office of Trade and Investments. She began her professional career with the US & Foreign Commercial Services at the Embassy of the United States of America in Paris, France.  Ms. Verity currently serves as an Overseer at the Boys & Girls Clubs of Boston, and on the Corporate Advisory Council of Cradles to Crayons.  She has a BA from the American University of Paris, and an MBA from University of Westminster in London.

 Robert Zaccardi, Treasurer
J.P. Morgan Private Bank
Robert Zaccardi is an Executive Director with the J.P. Morgan Private Bank in Boston, Massachusetts. In this role, Rob advises non-profits, schools, foundations and endowments, ultra-high net worth families, and senior executives across their lending, banking, investing, philanthropic giving and estate planning needs. Prior to joining J.P. Morgan, Rob served as a Vice President for Strategy and Business Development with Eaton Vance Investment Counsel in Boston where he was responsible for developing the firm’s relationships with area nonprofit organizations, including schools, endowments and foundations, while also working with ultra-high net worth families associated with these institutions.  He is also the founder of Building Capacity, a boutique consulting firm offering a suite of services to successful social entrepreneurs, non-profit executives, and non-profit boards. He earned dual macro practice MSW and Nonprofit Management MBA from Boston University, and a BA in History from Framingham State University. Civically active in the local Boston community, Rob is also a Board member at Technology Goes Home. Rob formerly worked on the Advisory Board of the Boston University School of Education and is the past Chairman of the Board of Boston based InnerCity Weightlifting. Rob resides on the south shore with his two children.

Phil Hall, Clerk
GMA Foundations and The Theodore Edson Parker Foundation
Phil joined GMA Foundations in 1988 and became a partner in 1992, where he is Director of Grantmaking Services.  Phil serves as senior program staff for the Jessie B. Cox Charitable Trust, a New England funder with interests in the fields of early education, health access, and land conservation, and the Theodore Edson Parker Foundation, which focuses its grantmaking on the city of Lowell, Massachusetts. He is a regular consultant to the William E. Schrafft and Bertha E. Schrafft Charitable Trust, the Wellington Management Foundation, and the Nordblom Family Foundation. Over the years, Phil has participated in various grantmaking collaboratives in Boston.  He is the treasurer for the Boston Education Funders, a local affinity group, and, with Heidi Brooks, co-chair of the membership committee of Philanthropy Massachusetts.  He has been a presenter on various occasions on the subject of nonprofit fundraising and on grant-related matters. Phil graduated with highest honors from Marlboro College and has a master’s degree in piano performance from the Boston University School for the Arts.

Jeffrey Poulos, Chief Executive Officer
Philanthropy Massachusetts
Since mid-2010, Jeff has served as the Chief Executive Officer of Philanthropy Massachusetts. Jeff is currently the Treasurer of the board of the Massachusetts Nonprofit Network and Vice Chair of the board of the Forum of Regional Associations of Grantmakers. Prior to joining Philanthropy MA, Jeff served for ten years as Executive Director of StageSource, the Greater Boston Theatre Alliance, a regional association for theatre artists and organizations. Jeff has also worked at the Huntington Theatre Company in a number of positions and as General Manager at the New Repertory Theatre. Additionally, Jeff has served on the Leadership Team of the national D5 Coalition on Diversity, Equity and Inclusion in Philanthropy, as Chair of the Arts Services Coalition of Boston, as Board Treasurer of Massachusetts Advocates for Arts Sciences and Humanities, and as a member of The Boston Foundation Arts and Culture Advisory Committee and the Massachusetts Cultural Council's Advisor Corps. In 2007, Jeff was one of 56 arts leaders to attend the Executive Program for Nonprofit Leadership-Arts at Stanford University Graduate School of Business Center for Social Innovation. In 2011, Jeff was awarded the StageSource Theatre Hero Award for his long-time service to the Greater Boston theatre community.  Jeff is a resident of Watertown, Massachusetts and a graduate of Ithaca College.

Nancy Gardiner, Past Chair 
Jane's Trust
Nancy Gardiner a Partner at Hemenway & Barnes LLP and  Director of their Family Office and Philanthropy Services. She works with families on governance, succession and all facets of family office creation, operation and management. She also advises individuals and families on all aspects of charitable giving, including the creation of charitable vehicles, such as private foundations, advising families and individuals regarding areas of interest and the structuring of individual gifts. Nancy also counsels development offices on issues relating to major gifts.

Nancy also oversees the firm's Philanthropy and Family Office Services which includes helping clients accomplish everyday tasks, such as bill paying, relocations, assisted living arrangement, oversight of special assets or collections and other issues related to "life management." Nancy is also Managing Director and Secretary of Hemenway Trust Company, a New Hampshire based private fiduciary firm.

Nancy currently administers several large family philanthropies, including Jane's Trust. In addition to her service on the Board of Philanthropy Massachusetts, Nancy also serves on the Board of the Winsor School and is an overseer of The Brookline Educational Foundation and a member of the Selection Advisory Council for the Greenlight Fund.  Nancy has been named to Best Lawyers in America and has been awarded Lawyer of the Year in Non-Profit / Charities Law in the Boston metro area.

Lori Gazzillo, At-Large Executive Committee
Berkshire Bank Foundation 
Lori Gazzillo Kiely is Director of the Berkshire Bank Foundation. In this capacity, she oversees the Bank’s community investment initiatives including Foundation grants, the Volunteer program and Scholarship Program. Each year the Berkshire Bank Foundation contributes nearly $1.6 million to non-profit organizations in Massachusetts, New York, Vermont and Connecticut. Additionally, the Bank’s employees provide over 40,000 hours of service in communities served by Berkshire Bank. Lori came to Berkshire from Legacy Banks, where she spent five years in a similar capacity overseeing public relations, marketing and working with the Foundation. Prior to her banking career, Lori worked for nine years at Massachusetts College of Liberal Arts overseeing public relations and communications. She also previously worked for State Senator Jane Swift and on her Congressional campaign and as a reporter for WBRK radio. She serves on the Boards of Directors of the Berkshire Chamber of Commerce and Multicultural BRIDGE. Lori holds a bachelor’s degree in journalism from Keene State College and a Master of Educational Administration from MCLA. 

Giles Li, At-Large Executive Committee
Boston Chinatown Neighborhood Center
Giles Li is the Executive Director of Boston Chinatown Neighborhood Center, and has been at BCNC since 2006. With experience in the non-profit sector at the national and local levels, Giles has a proven track record of direct service, advocacy work, and management experience. Having grown up locally in an immigrant family, he has a life-long connection and commitment to the community in and beyond Chinatown. Giles is a recognized thought leader and public speaker in Asian American communities nationwide. He holds a Master’s degree in Public Affairs from UMass-Boston and is an alumnus of the Institute for Nonprofit Management and Leadership. Giles has also served as adjunct faculty in the Asian American Studies program at UMass-Boston, and is a cross-sector leader who has served on several boards and committees, including the Task Force for Financial Literacy at the Office of the State Treasurer and on the Advisory Board for the Mayor’s Office for Immigrant Advancement.


Stephen Chan
The Boston Foundation
Stephen Chan joined the Boston Foundation in September 2010 as Chief of Staff where he oversees strategy and operations, performance evaluation, and human resources.  As a member of the Senior Management Team, Stephen partners with department heads to ensure alignment across mission, strategy, and execution at all levels of the organization, and to monitor organizational performance and effectiveness.  Stephen also provides strategic advice and support to the President in his interactions with the Foundation’s board of directors and as a liaison to external audiences.  He previously worked as Special Assistant to the President at the Boston Foundation from 2004 to 2006.

Stephen most recently served as an Advisor to Mayor Thomas M. Menino at the City of Boston where he developed and managed public-private initiatives in education, community development, and human services.  He led the Boston Food Policy Council and launched the Mayor’s Office of Food Initiatives to advance citywide efforts on farmers markets, urban agriculture, food trucks, and healthy school food.  He also helped design and launch the Circle of Promise, an effort to support families in the neighborhoods surrounding Boston’s most challenged public schools through school-community partnerships. Before that, Stephen held a number of consulting roles, including advising the Boston Public Schools Office of Human Resources on the district’s teacher recruitment strategy and conducting research for a healthcare distribution industry association at Booz & Co.

Stephen received his MBA from Harvard Business School, MPA from Harvard Kennedy School, and BA with Honors in Public Policy from Stanford University.  He is a board member of Boston Chinatown Neighborhood Center, Washington Gateway Main Street, the Massachusetts Governor’s Asian American Commission, and the Membership Committee of Grantmakers for Effective Organizations (GEO).  He is also a co-founder of Saffron Circle, Boston’s first Asian giving circle, and been named a Truman National Security Partner and World Economic Forum Global Shaper.He lives in the South End neighborhood of Boston, and enjoys volunteering with his husband Tim for various civic and community initiatives.

Ruth Ellen Fitch
The Ludcke Foundation
Ruth Ellen Fitch served as President and Chief Executive Officer for nine years at The Dimock Center, retiring in June 2013. Prior to her position with Dimock, Ms. Fitch practiced law with Palmer & Dodge LLP where she became the first Black woman partner at a Boston law firm. Before attending law school, Ms. Fitch was Director of the METCO program in the Brookline Public Schools. She also taught Black literature at the University of Massachusetts at Boston. She holds a Bachelor of Arts Degree in Economics from Barnard College, Columbia University and a Juris Doctor degree from Harvard Law School, where she served for three years on the Law School Administrative Board. She serves as a Director of Health Law Advocates and as a Director of the Harvard Pilgrim Health Care Foundation. She is also a trustee of the Ludcke Foundation. Ms. Fitch received an Honorary Doctor of Humanities degree from Curry College in 2011 and an Honorary Doctoral Degree from Simmons College in 2014. She received the Pinnacle Award for achievement in the legal profession from the Greater Boston Chamber of Commerce, the Women’s Bar Association of Massachusetts Award, the Charles Hamilton Houston Public Service Award from the Harvard Black Law Students Association, and the Distinguished Alumna Award from Girls’ Latin School/Boston Latin Academy, where she has been a commencement speaker.

Karen Kelley Gill
The Klarman Family Foundation
Karen Kelley Gill serves as the Director of Operations and Administration at the Klarman Family Foundation, a private family foundation located in Boston. With more than twenty-five years of experience in the non-profit and philanthropic arena, Karen’s primary expertise is in the area of non-profit finance, operations and strategy. Prior to joining the Klarman Family Foundation, Karen served as Deputy Director and Chief Financial Officer for the Community Economic Development Assistance Corporation (CEDAC), and its affiliated organization, the Children’s Investment Fund. Karen has also held finance positions at the National Arts Stabilization Fund (now National Arts Strategies) and at Arena Stage as well as an adjunct faculty position in the Department of Urban and Environmental Policy at Tufts University. Karen currently serves on the board of directors of the Boston Center for the Arts. Karen holds a Bachelor’s degree in Finance from the Catholic University of America and a Master of Business Administration in Public and Nonprofit Management and Finance from Boston University.

Josie Greene
Josephine and Louise Crane Family Foundation
Josie is the President 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 ways the philanthropic community can talk about and 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 has two college-aged children.

Kate Grundy
The Devonshire Foundation
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.

Deva Hirsch
The Paul and Phyllis Fireman FoundationDeva Hirsch joined the Paul & Phyllis Fireman Charitable Foundation as Executive Director in May 2015. She currently serves as a member of the GreenLight Fund Boston’s Selection Advisory Committee, the JVS Client Services Committee, the U.S.-Japan Council, the Hands On Tokyo Advisory Board and a mentor with the Tufts University Passport Program. Prior to returning to Boston in 2014, Deva served as Executive Director for the Abraham J. & Phyllis Katz Foundation in Atlanta, GA, the founder and president of Hands On Tokyo in Tokyo, Japan and one of two founding Co-Directors and Vice President for Program at the Arthur M. Blank Family Foundation in Atlanta, GA. Deva obtained her MA in Urban and Environmental Policy and Nonprofit Management at Tufts University and her BA in Journalism and Public Relations at the University of Georgia. An almost “native” Atlantan, she was one of eleven co-founders of Hands On Atlanta, a 2000 graduate of Leadership Atlanta and a 2003 YWCA Woman of Achievement.

David C. Howse
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.

Christopher O'Keeffe
Greater Worcester Community Foundation
Chris O’Keeffe is Vice President for Program at the Greater Worcester Community Foundation, among the most respected philanthropic organizations in Central Massachusetts. Expertise, an extensive network of community partnerships and a record of effective, high-impact grant making have made the Foundation a key regional resource. Chris oversees Greater Worcester’s grants and community partnerships. A 21 year veteran of United Way of Massachusetts Bay and Merrimack Valley, he has extensive professional experience in grant making, program development, evaluation of nonprofit performance and fundraising. He lives in Marlborough, MA, where he currently serves as Treasurer of the Marlborough Community Development Corporation and Trustee of the Advanced Math and Science Academy Charter School.  Chris grew up in New York City and holds an M.S. in Rehabilitation Counseling from Syracuse University.

Denise Porché
The Island Foundation
Denise Porché is the executive director of the Island Foundation in Marion, MA. In this role, she recently added a global program to the portfolio, and she also founded the Southeastern Massachusetts Food Security Network and the Nonprofit CEO Women’s Group.  Prior to joining the Foundation, Denise was a fellow at the Charles Hamilton Houston Institute for Race & Justice at Harvard Law School where she worked on inclusion projects, and was a member of the Harvard Diversity Working Group. Denise also directed the Office for Child Protection for the Diocese of Fall River, where she was responsible for managing compliance and education initiatives in response to the crisis of sexual abuse of children in the Church, and she founded the National Safe Environment Leadership Conference. She also directed the Catholic Campaign for Human Development (CCHD) for the Diocese by managing fund allocations, providing technical assistance to community organizations, and by serving as a member of the National Advisory Board for CCHD.  Currently, Denise is Exponent Philanthropy’s Local Engagement Group Coordinator for southeastern Massachusetts, and she also serves on many boards, which represent her interests in leadership development, social justice, immigration and the arts.  Denise received her B.A. in English Literature from the University of Massachusetts at Dartmouth and a Master of Social Work degree from Boston University.

Jocelyn Sargent
The Hyams Foundation
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
Blue Cross Blue Shield Foundation of Massachusetts
Audrey Shelto is President of the Blue Cross Blue Shield of Massachusetts Foundation, a private, nonprofit organization created to expand access to health care for low-income and vulnerable people in Massachusetts through grants, research, and policy initiatives. Audrey assumed leadership of the Foundation in August 2013. She served as interim president of the Foundation in 2005, helping to shape its policies including the Roadmap to Coverage initiative that led to Massachusetts' landmark 2006 universal health care law. With more than 30 years of experience in health care, Audrey also served as senior vice president of health management at Blue Cross Blue Shield of Massachusetts, 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. Audrey holds a master's degree in management of human services from the Heller School at Brandeis University. She serves on the boards of the Justice Resource Institute, the MA Health Policy Forum and Philanthropy Massachusetts. She received the inaugural Art of Healthcare Award from the East Boston Neighborhood Health Center in 2014 and the Thomas M. Menino Award in 2016 from the Disability Policy Consortium.  In 2018, Audrey was honored by the Lynn Community Health Center with their annual women’s award and by the Massachusetts Association for Mental Health with their Spirit of Compassion award.

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