For the past 20 years, Shana has worked with hundreds of philanthropic individuals, families and companies to identify and articulate philanthropic passions. Her work has spanned a wide range of sectors and regions and has provided extensive knowledge of issues and challenges faced by philanthropists and non-profits. She has seen countless times how philanthropy can be life changing for both the donor and the recipient in deep and meaningful ways!
We are confidential.
We are personalized.
We have experience with many different types of individuals with varied backgrounds and family dynamics.
We always tailor our consultation to a clients needs.
We charge an hourly rate, but also have various service packages.
Please inquire for more information customized to your unique goals.
Shana has a specialization in strategic planning, organizational management, philanthropy, program evaluation, multi-generational family dynamics, fundraising, public relations, leadership development and coaching.
She is a certified philanthropy advisor through 21/64 Multi-Generation Advisors, a consultant partner at National Center for Family Philanthropy (NCFP), a certified fundraising professional (CFRE), and earned a certificate for Effective Philanthropy at Stanford Philanthropy and Civil Society (PACS).
Shana is a native of Newport Beach, California, earned a B.A. from Manhattan College in NYC, an M.A. from CSU Fullerton and has lived and traveled around the world.
She serves on the Board of Directors at the Environmental Nature Center in Newport Beach and serves at an Executive Coach for non-profit executives at the Fieldstone Leadership Network in Orange County.
"Shana demonstrated the ability to grasp and translate complex concepts and gain the confidence of high-level constituents quickly. She is a warm and engaging relationship developer who works hard to build consensus, elicits collaboration and is a flexible efficient professional."
"I have worked with Shana for many years. She has proven to be very knowledgeable, professional, and excels in her field."
"Shana is a strong strategic thinker. She executed on all the deliverables we worked on together. She was invaluable in driving others to a common goal. She’s a pleasure to work with and someone you can count on to get the job done."