named programs · 2 · from sources
What they call their work
Multigenerational Family Giving Practice
Consultative practice helping families align values, governance, and giving across generations
Next Generation Philanthropy Engagement
Program that supports young people in developing meaningful roles within family philanthropy and charitable enterprise
activities · 1 group
What they do
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Community Service and Charitable Outreach 1 activity
- Facilitating multigenerational philanthropy and family charitable engagementProvides practice-based engagement programs that involve multiple generations in philanthropy and family-led charitable initiatives.
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financials · form 990 · fy2024
revenue
Total revenue$2.52M
Contributions & grants$619K25%
Program service revenue$1.81M72%
Investment income$30K1%
Other revenue$57K
expenses
Total expenses$2.27M
Program expenses81%
Admin / overhead18%
Fundraising1%
Salaries & benefits$1.66M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$1.97M
Cash$422K
Investments$938K
Liabilities$339K
Net assets$1.64M
Liquid reserves7.2 mo
4 years on record · 2020–2024 · YoY revenue +19.3%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 7
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| DANIELLE ORISTIAN YORK | PRESIDENT | 35 | $340K |
| OLAJUMOKE SAMEN | SENIOR DIRECTOR | 35 | $216K |
| SHARNA GOLDSEKER | VICE PRESIDENT | 18 | $166K |
| DIANA HIGGINBOTHAM | SENIOR CONSULTANT | 35 | $161K |
| ANDINE GEOFFROY | DIRECTOR | 35 | $154K |
| RICHARD POLT | DIRECTOR OF TRAINING AND E | 35 | $153K |
| ERIE TROTTIER | OPERATIONS MANAGER | 35 | $124K |
board members · 8
- DAVID WELLS — VICE CHAIR
- JENNIFER CHAN — DIRECTOR
- JOHN HOOVER — TREASURER
- JONATHAN CRYSTAL — DIRECTOR
- JOYA SONNENFELDT — SECRETARY
- LISA MCGILL — DIRECTOR
- MICHAEL BALAOING — DIRECTOR
- SARA OJJEH — CHAIR
strategies · 1
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Multigenerational Engagement in Philanthropymethodology: multigenerational_engagementBy involving younger and multigenerational family members in charitable activities, the organization strengthens the continuity of family giving and fosters shared purpose, because intergenerational participation builds long-term commitment and collective identity around philanthropy.