Expert Philanthropy and Charitable Giving Consultants

Phil Santoro is an entrepreneur and Co-Founder of Wilbur Labs, a startup studio turning bold ideas into market-leading companies. Phil previously worked at Google and founded and sold FreeForums.org. Co-Founder of Wilbur Labs: Phil is a Co-Founder of Wilbur Labs, a Startup Studio turning bold ideas into market-leading companies. WilburLabs provides funding, shared resources, and operational support to turn bold ideas into market-leading companies. Since 2016, Wilbur Labs has built and invested in 21+ companies. Expert on Building Companies: Phil Santoro is an expert on building companies, and loves sharing what he’s learned to help others. Phil answers common founder questions on the Wilbur Labs Founder FAQ series. Phil is a frequent speaker on entrepreneurship and author of numerous articles in Inc. Magazine, Fast Company, and Entrepreneur Magazine. Past Work – Google: From 2013-2016 Phil worked at Google in Mountain View, California, as a Growth Strategist. While working at Google, Phil met David Kolodny, who joined at the same time. After a couple of years, they started brainstorming startup ideas weekly and had several problems they wanted to solve. Phil Santoro and David Kolodny left Google in 2016 and founded Wilbur Labs. Past Work – Founder of FreeForums.org: In 2007, Phil Santoro founded FreeForums.org to allow anyone to create a forum. FreeForums.org quickly became one of the largest destinations online, receiving over 125 million monthly pageviews, and was acquired by the public company CrowdGather in 2010. Education Background of Phil Santoro: Phil graduated from the University of Cincinnati Carl H. Lindner College of Business in 2013 with a B.B.A in Finance.

Filip is a CERTIFIED FINANCIAL PLANNER™ with almost two decades of financial services experience. He started his career in the retail banking environment - first as a bank teller in high school before moving on to a banker role at JP Morgan Chase after graduating college. In this capacity, Filip educated and assisted a diverse mix of personal and business clients with core financial needs including banking, investments and lending. After, he transitioned to UBS and developed a strong foundation around investment research early on and comprehensive planning later, acquiring his CFP® in 2017. With this base, Filip then moved to TIAA to work with mostly late career accumulators, pre-retirees and retirees. This is where his passion for holistic planning really took off and led him to Facet, where he was able to apply his experience and knowledge to everyone at different stages of life. Additionally, he became an expert in strategizing around niche components of planning like equity compensation, employee benefits and more. Fast forward to the current day, Filip owns and operates Benzina (an independent RIA) where he can focus his diverse skill set, perfectionist nature and all resources on creating a high quality, detailed financial plan for mid-career professionals. Growing up in New York, Filip now considers the Gulf Coast of Florida his home base alongside his wife, Stephanie and their cat, Olivia (who really runs the household). Their values include spending time with family (even if it means a quick turnaround flight to NY), traveling to gain exposure to different cultures around the world, and staying active (with hiking and skiing at the top of the list). Daily free time is occupied with reading, listening to a podcast, hitting the gym or going on a long drive together.

Alessandro Calvo is the founder and managing director of Paraguay Pathways, the leading and fastest-growing immigration consultancy for foreigners in Paraguay. Fluent in English, Spanish, Italian, Portuguese, and French, he is a member of the Chamber of Commerce in Paraguay and maintains close ties with Paraguay’s national government. From Paraguay Pathway's headquarters at the World Trade Center Asunción, the firm advises entrepreneurs, investors, and digital nomads on securing tax-efficient residency and navigating Paraguay’s immigration system with confidence. A former digital nomad himself, Alessandro brings firsthand experience of the challenges and opportunities of global mobility. Previously a financial columnist, he now shares insights through the Paraguay Pathways podcast and rapidly growing YouTube channel, covering residency, taxation, banking, crypto compliance, and real estate strategies for wealth preservation.

Hey there! I'm Jena Lynch and I'm honored to serve as the Education & Community Engagement Manager at Donorbox.As someone who has had their boots on the ground and deeply cares about making a positive impact in the world, I'm passionate about supporting nonprofits in their mission to do good. My goal is to provide nonprofits with the necessary tools and resources to help them connect with their communities, raise funds, and create lasting change.I'm here to support you and your organization in any way I can. Whether you're just starting out or have been making a difference for years, I believe that together we can achieve even more.So, if you're looking for a helping hand, a listening ear, or just someone to chat with about your mission, feel free to reach out. I'm here for you!

Emilie Given is the Founder & CEO of She’s A Given, a U.S.-based virtual executive assistant agency that has paired more than 200 clients with personalized executive support. Under her leadership, the company has surpassed $4 million in lifetime revenue while giving back over $100,000 in discounted services to nonprofits and solopreneurs. Her expertise lies in delegation, productivity, and feminist entrepreneurship, and she is widely recognized for her signature message: “Delegation is a Feminist Act.” Emilie has built her career around showing leaders how to reclaim time, scale their impact, and achieve genuine work-life harmony by pairing with skilled executive assistants. Before launching her agency, Emilie began her career at Amazon, an experience that shaped her systems-thinking approach to executive support and business operations. Beyond her company, Emilie is deeply committed to philanthropy and community involvement. She served as Gala Chair for the March of Dimes Signature Chefs Gala in 2024, is a former March of Dimes board member, and previously served on the Community Bridges NW board. Emilie also hosted The Coast Podcast, where she highlighted stories of entrepreneurship and resilience. Over her six years of entrepreneurship, she has personally donated to more than 100 organizations whose causes she deeply resonates with. She continues to volunteer weekly at her local elementary school, serves on the PTA to support Title I students, and donates 50% of resale profits from her secondary business to neighborhood schools. Her leadership and impact have been recognized nationally — she was named to the Entreprenista 100 list of top female founders and has been featured in outlets including Forbes, Business Insider, Fast Company, Seattle Refined, and more. Emilie is also a speaker, coach, and writer, helping executive assistants transition into fulfilling remote careers and guiding founders to lead with greater freedom and ease. She is currently writing her memoir, Unwanted, which explores her journey from a childhood in foster care and surviving near-death childbirth to becoming a successful entrepreneur and advocate for women reclaiming their time.

Tina T. Duong is a philanthropic innovator and mission-driven executive with 25+ years of leadership at the intersection of philanthropy, sustainability, and social responsibility. She is the Founder & CEO of ImpactPro Tech®, a first-of-its-kind SaaS platform that automates donor intelligence mining and fuels multimillion-dollar fundraising initiatives. Previously, Tina held senior leadership roles at the World Resources Institute, Carnegie Endowment for International Peace, Asia Society, Habitat for Humanity and The Asian American Foundation, where she drove 7–8 figure philanthropic investments, aligned global partnerships, and spearheaded transformative campaigns. Her career highlights include securing $150M in climate funding, leading the communications campaign behind the largest housing bond in U.S. history ($2.85B), and revitalizing board engagement to historic levels. She is known for turning bold vision into measurable impact.

For over 30 years, Jim has been a change agent in the nonprofit and public sectors. Just recently, he finished his 7th interim executive position. Jim was the Interim CEO of the Yerba Buena Center for the Arts, a visual and performing arts center in the heart of the cultural and convention district of San Francisco. There, he helped reduce a projected $4M deficit to $600k surplus and built back trust with the staff after a major public relations crisis. Previously, Jim was the Interim CEO of Downtown Streets Team, a nonprofit rated as one of California’s top five evidence-based best practices in transitioning the homeless to self-sufficiency. Over 18 months, he turned an $800,000 deficit into a $500,000 surplus while also paying off a third of their debt. Previously, he served as the interim executive director of five other nonprofits. His additional positions include acting as the Chief Communications Officer for the American Red Cross in Colorado, the interim Chief Operating Officer for More than Me (an international nonprofit for girls in Africa), and the Chief External Relations Officer for the Minnesota Zoo. In addition to his nonprofit work, Jim is passionate about good government. Jim was the VP of Strategy at CivicMakers, a San Francisco government innovation consultancy. There, he co-facilitated a three year strategic roadmap for the City of Hayward and designed process improvements for over 40 internal procedures for the City of Berkeley. As a 2014 Humphrey School Policy Fellow, 2013 White House Innovation Fellow finalist, and winner of the 2012 Minnesota Idea Open, he has been recognized for excellence within the public sector. Jim holds a master’s degree in public policy from Duke University and a bachelor’s degree in political science and communications from the University of Pennsylvania. To find out more, go to https://www.jimrettew.com

Hey! I’m Danielle Locke. I founded Locke Step Partners because I was frustrated by the endless cycle of grants and events. I knew I could help nonprofit directors raise more unrestricted funds, especially from individual donors already in their list! I serve as a fundraising coach, connector, knowledge resource, and sometimes just a safe space to vent. My specialties include nonprofit management, donor cultivation, fundraising/campaign strategy, and board engagement. I am an expert in nonprofit fundraising because I have had considerable success in organizations just like these - 20 years actually. I have a few credentials too. These include a Chartered Advisor in Philanthropy (CAP ) from the American College of Financial Services, a Master of Public Administration with a certificate in Nonprofit Management, from Maxine Goodman Levin College of Urban Affairs and a bachelor’s degree in psychology, both from Cleveland State University. (The Pysch degree comes in handy these days.)I believe every nonprofit leader has the potential to create a sustainable future for their organization by through meaningful donor partnerships. I am focused on giving nonprofits the step-by-step instruction, tools and support to actually implement the permanent changes that lead to their thriving future.

Bill has been a part of city culture and the western industry in downtown Dallas since he was a 12-year-old kid. Bill learned the business from the ground up from his father, and after returning from the Vietnam War, he started his first business with only $10.00 in his pocket and a prayer. Since then Bill has never looked back and has been in the Western and Cowboy Business for over 40 years. Wild As the Western Ambassador of Dallas, a staple in Dallas tourism and a symbol of Texas pride, Bill has worked with and officially deputized many prestigious corporations, celebrities and VIP's from around the globe. He has a heart the size of Texas and continues to join forces with the city & state to help bring groups back to the DFW area such as POW-WOW, Fire Chiefs, AME, multiple Super Bowl committee (including Super Bowl XLV in Dallas) and many others. Bill is also well known in the film and television industry. He has supplied western wardrobes, design and other elements other elements for series including both the original Dallas TV series and the new TNT version, numerous worldwide television and film interviews as well as many segments for National Geographic, Google, Twitter, Disney, X-Factor, Food Television Network just to name a few. Bill has received many accolades from organizations such as: ATF, CMA, DC&VB, MPI and the GOP, and is a Recipient of the Lavone Ray award, for exceptional customer service. His passion is evident through the enthusiasm of sharing that friendly Texas spirit for which Cowboys and Western heroes are known. Wild Bill's Western Store also continues to collect accolades as well, by annually being mentioned in top magazines one of the top 12 Western stores in the United States.

With over 20 years of experience in development and philanthropy, I am the CEO and founder of LG. Philanthropy, a company that supports non-profit organizations and communities in driving positive impacts. I leverage my career expertise to inspire and empower my clients by creating bespoke plans and strategies that meet their specific needs and goals.As a positive and open communicator, I build authentic and meaningful relationships with donors, partners, volunteers, and colleagues, and employ exceptional donor relations and stewardship practices. I am passionate about helping others maximize the impact of their giving through strategic philanthropic partnerships. I also enjoy leading and motivating teams that produce measurable results and lasting change. I am entrepreneurial and methodical in my approach, and I use innovation and proven processes to diversify the donor base and pipeline, and generate revenue growth.

Performance Marketer with 2 years of experience, seeking opportunities in digital marketing and business strategy. - Increased the blog traffic by more than 500x, and page rankings by 2x. Also, handled a project to increase the revenue of the burning properties by working on the unit level. Trained new interns in SEO and Webmaster. - Carried out backlink analysis and used tools like ahrefs, etc. - Work on content marketing by owning the Treebo Travel Blog. Managed a team of content writers, agencies and freelancers. - Handled social media and alliances to help and support team when we were running short on bandwidth. - Managing SEM and working on increasing the ROAS and optimizing the performance by improving CTR using amplitude, SQL and SEMRush. Highly organized and effective communicator. Managing entire ownership of various tasks and planning activities. Proficient in cross-team collaboration, problem-solving, skills development, and process improvements.

Iris Duan is a dynamic venture partner and operational leader specializing in early-stage investments, decentralized technologies, and sustainable innovation across international markets. As a Venture Partner at a $50M+ AUM VC firm, she successfully chaired weekly investment committees, managed cross-border deals, and fully returned Fund 1 with a 2.4x MOIC. Her investment focus includes renewable energy, cloud computing, medtech, and Machine Learning. Concurrently, as COO and Co-founder of Immutable Labs, Iris drove the creation of an operating model generating $25M in revenue, leading the integration of advanced packaged technology across edge computing, FLLMs, secured oracles, and explainable AI, delivering significant compute and cash reductions. Fluent in English and Mandarin, Iris leverages a global perspective from her experience in Zurich, Beijing, and Milan, blending deep financial acumen (BBA in Finance, Minor in Economics from Emory University) with practical, high-growth startup leadership. Her expertise lies in translating complex client needs into tangible business requirements, orchestrating R&D, and building robust client bases that support hybrid cloud and idle computing solutions. Iris is a two-time TEDx speaker and a passionate advocate for social enterprise, having led non-profit consulting teams focused on strategic PR and market research for diverse international clients.

Over a decade of experience creating successful teams, exceeding sales goals, and developing effective marketing strategies for the private investment space. Through lead generation, networking, and various marketing tools, Kelly has helped raise over $500 million dollars of capital from individual private investors for several industries. She is an innovative problem solver and a natural leader focused on the big picture.

I'm a digital marketing expert with a heart for small businesses. I believe in high-integrity marketing, transparent communication, and empowering entrepreneurs to achieve their dreams.My journey in content creation began early. I published my first book at 15 and started working for newspapers when I was 16. Since then, I've honed my skills in journalism, ghostwriting, copywriting, social media marketing, all aspects of digital marketing and even video production.In 2013, I founded my own content creation company, driven by a desire to make a meaningful impact. Through multiplatform brands like Low Income Relief, I've connected millions of Americans with essential resources, proving that passion and purpose can intertwine.Today, I lead Top Tier Digital, a comprehensive ecosystem designed to empower businesses and influencers to thrive online.-Top Tier Digital Agency offers done-for-you marketing solutions, delivering high-integrity, results-driven marketing for small businesses and startups.-Top Tier Digital Academy equips entrepreneurs with the knowledge and skills to master DIY marketing.-Top Tier Digital AI leverages cutting-edge technology to enhance strategies and drive growth.My commitment to transparency, integrity, and client success sets me apart. I believe in building lasting relationships and fostering a collaborative environment where everyone wins.Let's connect and discuss how I can help your business reach new heights!

I'm a digital marketing expert with a heart for small businesses. I believe in high-integrity marketing, transparent communication, and empowering entrepreneurs to achieve their dreams.My journey in content creation began early. I published my first book at 15 and started working for newspapers when I was 16. Since then, I've honed my skills in journalism, ghostwriting, copywriting, social media marketing, all aspects of digital marketing and even video production.In 2013, I founded my own content creation company, driven by a desire to make a meaningful impact. Through multiplatform brands like Low Income Relief, I've connected millions of Americans with essential resources, proving that passion and purpose can intertwine.Today, I lead Top Tier Digital, a comprehensive ecosystem designed to empower businesses and influencers to thrive online.-Top Tier Digital Agency offers done-for-you marketing solutions, delivering high-integrity, results-driven marketing for small businesses and startups.-Top Tier Digital Academy equips entrepreneurs with the knowledge and skills to master DIY marketing.-Top Tier Digital AI leverages cutting-edge technology to enhance strategies and drive growth.My commitment to transparency, integrity, and client success sets me apart. I believe in building lasting relationships and fostering a collaborative environment where everyone wins.Let's connect and discuss how I can help your business reach new heights!

I am passionately curious. I ask a lot of questions, and I constantly challenge systems and how they work to see if they are truly the best way to propel the business forward and put our customers first. I am a data-driven thinker. I love digging into metrics, uncovering problems, and discovering the potential for the business and its customers. I have lots of experience doing so and I have a passion to solve new problems. I love people. I love working towards goals with different personalities, constantly challenging the way I think. I strive to find what drives my teammates; how can we better our goals and each other in the process? So you know me a bit better: I am an outdoorsy and active person. I love going on backpacking trips, white water rafting, ultimate frisbee. You can find me reading the Economist, science fiction, or watching a TED talk. I am an employee at Hormel Foods. My opinions and thoughts are my own.

I help companies create happy, healthy, and high-performing cultures through a unique blend of employee fulfillment strategies and gamified skills learning. At Give River, we go beyond traditional workplace perks by focusing on what truly drives people to stay motivated and thrive—personal growth, genuine connection, and a sense of purpose. Our platform addresses the core reasons people leave their jobs: lack of recognition, poor management, and strained coworker dynamics. Through peer-to-peer gratitude, professional development, and personal wellness, we empower employees to feel valued, grow personally and professionally, and stay inspired. Give River isn't just about engagement; it's about fulfillment, fostering workplaces where employees feel appreciated, supported, and empowered to reach their fullest potential. By working from the inside out, we help companies build cultures that attract and retain top talent, resulting in long-lasting success and increased profits for all.

I’m passionate about building and investing in businesses that create meaningful impact…

Stephanie Zabriskie is a global finance and development executive and the founder of Humanculture, an Indigenous-led nonprofit advancing sustainable humanitarian work, cultural preservation, and African and Indigenous representation internationally. Her career spans more than two decades across international strategy, luxury destination development, government advisory, and community-centered initiatives in regions including Africa, Asia, the Caribbean, and the Middle East. Through Humanculture, Stephanie partners with communities across the Global South to increase access to safe water, food security, education, health services, ecological conservation, and economic opportunity for women. The organization works through long-term, community-led models that prioritize Indigenous leadership, cultural sovereignty, and regenerative resilience. Her work is grounded in a belief that economic systems and cultural identity must be aligned to create sustainable progress. She focuses on bridging commercial strategy with human-centered impact, building frameworks that strengthen agency, preserve knowledge, and support self-determined development. In her executive career, Stephanie has led large-scale luxury destination projects and advised governments on finance, tourism, and development. She serves as Managing Director for major resort developments including Albany Bahamas and Harmony Cove Jamaica and previously played a key leadership role in the development of the Lake Nona Region and Lake Nona Medical City in Florida. She has advised ministries and development authorities in Jamaica, The Bahamas, China, Tanzania, and the UAE on investment strategy, public–private partnerships, and long-term planning. Beyond her executive work, Stephanie is a writer and cultural curator exploring themes of identity, land, community, and cross-cultural perspective. She has curated exhibitions amplifying Indigenous voices, co-authored children’s books preserving traditional fables, and written for publications including the New York Post and Page Six. Her work reflects a commitment to Indigenous leadership, cultural preservation, and reshaping global narratives about development, community, and belonging.