SELECTED CURRENT & PAST CLIENTS

Alaska Children's Trust
Angel Family Fund
​Anonymous (multiple)
Autzen Foundation
Bill & Melinda Gates Foundation
The Boeing Company
Cornyn Family Foundation
​The Footprint Foundation
The Henry M. Jackson Foundation
June & Julian Foss Foundation

Juniper Foundation
​Kelley Family Foundation
​Kirkpatrick Family Foundation
Wayne D Kuni & Joan E Kuni Foundation
Laird Norton Family Foundation
The Medina Foundation
Med25 International
Microsoft Corporation
Moraine Foundation
Morgan Family Foundation

Nesholm Family Foundation
​New School Foundation
Norcliffe Foundation
​Premera Blue Cross
Reser Family Foundation
The Sherwood Trust
Charles D. Trover Family Foundation
Washington Health Foundation
Grousemont Foundation 
Wiancko Charitable Foundation
WYCO Fund

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SELECTED WORKSHOPS & TRAININGS

Canadian Private Family Office Invitational 
Banff, Alberta, Canada
June 11-12, 2014:

Private Foundations as a Vehicle for a Family Office’s Philanthropic Goals

Philanthropy Northwest/ Grantmakers of Oregon & Southwest Washington Pop-Up Sessions
Juneau, AK - October 1-3, 2013
Sunriver, OR - April 30-May 2, 2014:
​
Issues in Family Foundations
​
​

Florida Philanthropic Network Pre-Summit Family Foundation Workshop
Orlando, Florida
June 28, 2015:

Improving Family Dynamics, Engaging the Next Generation

The Threshold Group
Community Square Event
Facilitator, Panel Discussion
Seattle, WA
April 2, 2014:

Igniting the Full Potential of Your Family in Philanthropy

Mortenson Family Foundation Workshop
Minneapolis, MN
March 13, 2015:

Effective Family Foundation Governance





Email me for information about speaking or leading workshops.