Unleashing Generosity through collaborative giving

   


 


  


Our Team

Tracy Gary has brought together a global and seasoned team of diverse researchers, designers and philanthropic professionals.

Tracy Gary, Project Co-director, has been a philanthropic advisor and field innovator for 40 years. She is co-founder of 23 nonprofits, including Inspired Legacies, which sought to unleash generosity through growing the skills and partnerships of donors, advisors and community members. Tracy is the author of Inspired Philanthropy: Your Step by Step Guide to Creating a Giving Plan and Leaving a Legacy. She is a member of Advisors In Philanthropy, The Women Donors Network, The Tipping Point Network, Women Moving Millions, The Threshold Foundation and EDGE Funders Alliance (Engaged Donors for Global Equity). Tracy is a mentor to a generation of new funders and does coaching and public speaking through Wholehearted Generosity, her private consultancy practice.
Karen Payne, Project Co-Director, has been a writer, editor and filmmaker for over 30 years, with 10 years experience in the field of transformative philanthropy: writing, editing  and researching for publications, reports and websites. She developed the content and coordinated the production of Marion Rockefeller Weber's website on Flow Funding: www.flowfunding.org.  As co-author of Inspiring Youth to Bring about Change: A Curriculum and Facilitator’s Guide for Youth Giving Circles, Karen created a 10-session curriculum and Facilitators Guide. In 2011 she interviewed and wrote profiles of 16 women philanthropists for Resourceful Women’s 30th Anniversary album, Stories of Some of Our Lives. She is co-founder of Wild Zones and a member of The Funding Network in London, England.
 

Tracy

Karen

Tom

Jessica

Jean

Nathaniel

David

Tracy’s Blog

Our Theory of Change

Who we are




Tom Callan
an is an author, facilitator, coach, philanthropic advisor and Senior Advisor to the 1440 Foundation. He is the founder of the Wisdom Funders’ Network, a community of donors and non-profit leaders dedicated to the practice of wisdom and to creating a new story for philanthropy. For 16 years Tom served as Program Officer for Global Leadership and Conflict Transformation at the Fetzer Institute in Kalamazoo, Michigan where he was widely regarded as one of the top program officers in the country in the domain of personal and social transformation.  Tom is fiercely committed to an intuitive, participatory, relationship-centered way of working that’s in alignment with and supportive of the highly ambiguous and emergent nature of most transformational initiatives.
Jessica Chao, Project Advisor, principal of Lotus & Grain LLC, is a noted philanthropic advisor focusing on both strategic grant initiatives and foundation management. Jessica has launched numerous multi-million-dollar programs in fields spanning the arts, social services, disaster philanthropy, education, and diversity/inclusion initiatives. She has worked with large and small foundations including the Rockefeller Brothers Fund, Helmsley Charitable Trust, and the Kellogg, Prospect Hill and Ford Foundations, among others.
Jean Russell, Project Advisor, a founder of the thrivability movement, speaks internationally on collaboration methods, network development, and the mapping and development of social ecosystems. Jean brings a full scope of tools and effective prJactices in social technologies. She authored Thrivability: Breaking Through to a World That Works in 2013. She produced Thrivability: a Collaborative Sketch, a collaborative online book with 65 authors, which has logged over 27,500 views. Jean was a co-founder with Tracy Gary of Inspired Legacies and its Board Chair for two years.
Louis Wellmeier has ten years of professional experience in the inheritance planning industry as an attorney, a financial advisor with Merrill Lynch, a life insurance consultant with Northwestern Mutual, a trust advisor with Northwestern Trusts and a private inheritance consultant.  His work interconnects many fields and disciplines, including estate planning, long-term financial planning and philanthropy planning. A passionate advocate for having professional inheritance planning services bound by a strict fiduciary standard, his focus is helping individuals and families achieve their intended legacy goals. 

                                

Nathaniel James, Project Advisor,
is a social entrepreneur, strategist, activist and founder of Philanthrogeek and its parent company, Redbird Social Ventures, SPC. His work has interconnected many fields and disciplines, including media & telecommunications, arts & media, and policy & advocacy. To explore the emerging social giving landscape, Nathaniel founded the Seattle chapter of the Awesome Foundation, launched the Adventures in New Giving project and has written and spoken on crowdfunding and other forms of social giving in a wide range of publications, conferences and for clients. Nathaniel serves on the board of directors for the National Alliance for Media Arts and Culture.
David
Hawkins, researcher and editor, has researched and written for websites, concept papers and funding proposals. He was lead researcher for the databases and mapping of innovative social initiatives for the Flow Funding website and the Social Intelligence Database for Transforming Violence. He was founding Project Manager of The Edible Schoolyard in Berkeley, California and has written and spoken extensively on new forms of intergenerational collaboration. ...