Lori J. Bertman, Board Chair
Lori J. Bertman is President and CEO of the Baton-Rouge based Irene W. and C.B. Pennington Foundation, Louisiana’s largest private family foundation. The foundation gives tens of millions in grants annually throughout Southern Louisiana and nationally. At the foundation, Bertman used her fundraising skills to create a venture fund called Themelios Ventures to invest both in private equity and mission-related projects. She also founded the foundation program, the Louisiana Women’s Leadership Roundtable™, a Louisiana-based roundtable that convenes emerging female leaders from throughout Southern Louisiana. In 2014, Bertman also founded the brands Think Global, Thrive Local™, and Girl Got Range™.
In addition to her role at the Pennington Family Foundation, she is a noted national expert in the emerging field of disaster philanthropy. In the immediate aftermath of Hurricane Katrina, Bertman organized local and national philanthropic resources to raise over $40 million to contribute to recovery efforts. She also began the CSIS-Pennington Family Foundation Series on Community Resilience with support from Walmart. The series brought together experts across all sectors to discuss community resilience, and culminated in the submission of a white paper to Congress. The white paper provided a call to action in the form of recommending specific legislative and infrastructure actions to improve community resilience through replicable models in the U.S.
In 2010, Bertman co-founded and serves as chairman of the board of the Center for Disaster Philanthropy, based in Washington, DC. Previously Bertman co-founded City Year Louisiana, which will celebrate its tenth anniversary in January.
Bertman serves as a strategic consultant to both local and national organizations. In this capacity she has provided a cohesive vision for deepening the role of philanthropy in disaster management, fostered private/public partnerships for disaster response, and advised donors on effective long-term disaster grantmaking. She has also presented at regional and national conferences in these areas, in addition to general fundraising and resource development.
Bertman founded and operates Bertman + Associates for 15 years, a philanthropy advising and fund development consulting firm, where she has worked with nonprofit organizations, foundations, corporations, and individual donors in the areas of fund development and strategic philanthropy, including managing capital, annual and planned giving campaigns.
Earlier in her career, Bertman served as the first Director of Donor Services for the Baton Rouge Area Foundation where she managed over 300 donor-advised funds. She currently serves on the boards of Good360, the Stephenson Disaster Management Institute at LSU, the National Center for Disaster Preparedness at Columbia, the CSIS Advisory Board, Sandy Hook Promise Foundation, and the Children’s Health Fund in New York.
Bertman has been honored with a National Leadership Award of Advocate of the Year by Share Our Strength for her work during Hurricane Katrina, as well as recognized in the Baton Rouge Business Report’s Top 40 under 40 in 2000. In 2011, Bertman was honored by City Year Louisiana as a “Visionary Leader.” In 2013, she was recognized in Baton Rouge Business Report’s Influential Women in Business. In 2015 she was awarded the first Leader Award by the National VOAD (Voluntary Organizations Active in Disasters) as well as the Volunteer Activist Award from the Emerge Center. She is also a member of Fortune’s Most Powerful Women International.
In 2013, Bertman was invited to become a contributor to Fortune.com and The Huffington Post. She holds a bachelor’s degree from University of Massachusetts at Amherst and a master’s degree from Louisiana State University. Read Insights from Lori J. Bertman.
Nancy Anthony joined the Oklahoma City Community Foundation as executive director in 1985 when it had assets of $20 million and one other full-time employee. She has helped direct the growth of the Community Foundation to assets of more than $800 million during 2014. The Community Foundation has 31 full-time employees and makes average annual distributions to the Oklahoma City community of $30 million.
The Oklahoma City Community Foundation has been a leader among community foundations in the development of agency endowments. It has also focused its discretionary resources on a group of strategically selected community issues and opportunities where it can provide both resources and leadership. It operates the largest agency endowment program in the United States and the largest independent scholarship program in Oklahoma. In 1995, the Community Foundation joined with several other area organizations to provide leadership in the oversight and distribution of contributions given in response to the bombing of the Murrah Federal Building. The model developed in Oklahoma City for cooperative response to such tragedy has set a standard for the nation. Nancy Anthony served as an advisor to several New York City charities following the September 11, 2001 terrorist attack, providing the experience of Oklahoma City in dealing with the survivors and injured.
A native of Elizabethtown, Kentucky, Anthony received a B.A. from Vanderbilt University, M.A. and M.Phil degrees in mathematical statistics from Yale University, and a Ph. D. In biostatistics from the University of Oklahoma Health Sciences Center.
In her professional career, she has taught at Vanderbilt and Oklahoma City University. She has also served as a consultant in statistics and demography before joining the Community Foundation.
As a community volunteer, Anthony has served for 37 years as a member of the Metropolitan Library Commission, including six years as chairman and currently as the Disbursing Agent. She was honored for her work as a library advocate by the American Library Association in 2000 and by the Metropolitan Library Commission Endowment in 2004. She has served on a number of community boards and also served as a volunteer coach for several girls athletic teams. She has been active with the Council on Foundations serving as chair of the Membership Committee and as a member of the Community Foundation Leadership Team. For the past two years she has served as the Vice Chairman of the Oklahoma City Sports Facility Oversight Board, a city commission.
She and her husband, Robert H. Anthony, reside in Oklahoma City. They have four daughters who are currently attending or recently graduated from college and three grandchildren.
Henry L. Berman, Board Member
Henry leads Exponent Philanthropy using his wealth of experience managing people, projects, and budgets in the nonprofit and for-profit sectors. He was instrumental in helping the Association of Small Foundations (ASF) evolve into Exponent Philanthropy.
In his formal philanthropic career, Henry has served as a foundation president and co-trustee, gaining significant experience working closely with grantees and evaluating funded programs. In his role as a foundation trustee, Henry has been a dues-paying member of Exponent Philanthropy since 2003. He served on the Exponent Philanthropy (then, ASF) board from 2008–2010 and was appointed to the CEO role in 2011. Through his experience as a member and a leader within the organization, he brings to the CEO role a firsthand understanding of the needs of philanthropists with few or no staff.
Before joining the staff at Exponent Philanthropy, Henry had a long career in educational media and technology. He also served as a board member, volunteer, fundraiser, and/or marketer for several organizations including the American Society for Training and Development, the American Occupational Health Association, and the Cottonwood Gulch Foundation. He is a founding board member of the Museum of Broadcast Technology.
Henry earned a bachelor’s degree in communications from Ithaca College, a master’s and doctorate in education from Boston University, and a certificate in business and management from the Harvard University Extension School.
Originally from Massachusetts, Henry now lives in Washington, DC. When not here, you might find him, still camera to his eye, exploring back roads and wilderness trails.
Kenneth M. Jones II, Board Member
Ken Jones is not the kind of CFO who is content to sit at a desk. Before joining the Annie E. Casey Foundation in 2008, he traveled extensively in Africa, Southeast Asia and Eastern Europe as CFO of Danya International, a public health and education organization, and Jhpiego, a nonprofit international health affiliate of the Johns Hopkins University. Before working in the nonprofit sector, Jones held corporate finance positions at Ford Motor, Pfizer, Mirant and Prudential.
Jones oversees finance, accounting, grants management, facilities, operations and information technology, but the Foundation’s core mission is “personally near and dear to my heart,” he says. While earning a bachelor’s degree at Boston University and a master’s degree at the State University of New York at Buffalo, Jones, a Bronx native, worked with Upward Bound and also ran summer programs for youth.
After earning an M.B.A. at the Sloan School of Management at MIT and launching his corporate career in finance, he continued to participate in Habitat for Humanity, Paint the Town and other community service activities.
Eric Kessler, Board Member
Eric Kessler is not only a fifth-generation philanthropist himself; he also has a solid track record in the fields of civil society, global affairs, and policy advocacy a result, Eric is a highly sought-after media source on effective philanthropy; he has provided commentary for National Public Radio, The New York Times, The Washington Post, BusinessWeek Online, and other leading outlets. He has spoken before major donor audiences in events organized by private wealth management firms, family business consultant networks, and the Council on Foundations.
In addition to serving as an inaugural board member of the Center for Disaster Philanthropy, Eric is a managing director at Arabella Advisors in Washington, D.C. He founded Arabella after more than 15 years of service in the nonprofit community and federal government, including several years working for the White House and serving as resident country director in Cambodia and Kazakhstan, and working throughout the Middle East and Northern Africa for the National Democratic Institute. More recently, with Arabella, he has built a mission-driven business that develops strategies, evaluates programs, and provides back-office foundation management for many of the nation’s most impact-driven individual, family, institutional, and corporate philanthropists and foundations. Arabella’s work has included advising clients on effective disaster-recovery grant strategies, leading him to co-found the Center for Disaster Philanthropy to partner with others in sharing insights and encouraging efficiencies among donors beyond Arabella’s limited client base.
In the greater philanthropic community, Eric sits on the board of directors of the Washington Regional Association of Grantmakers; the Friends of the Global Fight Against AIDS, Tuberculosis and Malaria; the James Beard Foundation; and several family foundations. He also is a member of numerous leading philanthropy networks and associations. Eric earned his bachelor’s degree at the University of Colorado and his M.B.A. at Georgetown University.
Kathleen Loehr, Board Member
The focus of Kathleen Loehr and Associates is grounded in her thirty years of experience as a leader, fundraising expert, and facilitator of change in the nonprofit sector. Kathleen Loehr is a strategist and facilitator of women’s institutional and individual philanthropy as well as a MSC leadership coach for nonprofits.
Kathleen acts as a catalyst to help accelerate and scale women’s philanthropy. She helps women step more powerfully into their philanthropy, and also helps organizations adapt their fundraising practices to engage women for increased impact and funding.
Her women’s philanthropy expertise results from her work across twenty years with universities and nonprofits to more deeply engage women donors. Kathleen is also a member of the Advisory Council for the Women’s Philanthropy Institute at Indiana University Lilly Family School of Philanthropy.
Joe Ruiz, Board Member
Joe Ruiz is the director of The UPS Foundation’s Humanitarian Relief Program. He oversees the company’s efforts to support the humanitarian community through key partnerships in the public and private sector that can benefit from UPS’s logistical, financial and in-kind support to enhance overall disaster preparedness, response, and post-crisis recovery.
Joe oversees a team of skilled volunteers who provide capacity building and transportation services to non-profit organizations, including the UPS Logistics Emergency Team loaned executive program with the United Nations Global Logistics Cluster, and UPS Logistics Action Team program that provides logistics expertise to the American Red Cross in times of disaster.
Over a 25-year UPS career, Joe has served in many capacities within the organization before joining The UPS Foundation in 2007. In addition to his corporate responsibilities, Joe also co-chairs the Business Civic Leadership Center’s Disaster Assistance and Recovery Committee. He also serves on the board of the Association of Corporate Contributions Professionals (ACCP), and is a member of the Hope Coalition America Advisory Board.
Sam Worthington, Board Member
Sam Worthington is chief executive officer of InterAction, the largest U.S. alliance of nongovernmental international organizations, with more than 220 members and partners. Sam leads the U.S. NGO sector’s engagement at the highest levels with the UN, governments, and civil society groups around the world. He has testified before the U.S. Congress, routinely consults with the administration, speaks to boards and at universities, and is a regular contributor on numerous major national and international media outlets.
Previously, Worthington served as chief executive officer of Plan International USA (1994-2006), a large child-focused development NGO. Sam also sat on Plan’s global executive management team and chaired Plan’s national CEO team.
Sam is a member of the Council on Foreign Relations; serves on the Advisory Committee for Voluntary Foreign Assistance (ACVFA) at USAID and the Inter-Agency Standing Committee (IASC) at the UN; and sits on the boards of the Van Leer Group Foundation, CIVICUS, and The Alliance to End Hunger. His numerous leadership roles include serving on the White House Task Force on Global Development and Poverty, working as a founding board member of the ONE Campaign, chairing the global NGO Impact Initiative on behalf of UN Special Envoy for Tsunami Recovery Pres. Bill Clinton, and serving on the steering committee of the NGO Leadership Forum at Harvard University. Recently, he was a resident fellow at the Rockefeller Foundation’s Bellagio Center.