Maryann Fernandez, Cap® Email and Phone Number
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Senior Advisor and Strategist with 15+ years of experience implementing non-profit and philanthropic strategies that generate growth, strengthen partnerships and improve operations. Facilitates multi-stakeholder dialogue to improve governance and programming to achieve long-term objectives.Engage board, stakeholders and staff in strategic planning process, enhancing practices, programs, and administration to ensure operations align with mission and vision. Assess non-profits, social enterprises, and key projects, identifying opportunities for collaboration. Establish, maintain and expand community partnerships, building programmatic and enriching relationships. Background includes generational wealth management, educational events and presentations, as well as donor engagement and stewardship initiatives. CORE COMPETENCIES:• Philanthropic & Non-Profit Strategy• Corporate Social Responsibility• Generational Wealth Management• Program Development / Project Management• Social Enterprises / Community Partnerships• Donor Engagement / Fundraising • Board / Stakeholder Relations• Financial Administration / Budgeting• Educational Event Production• Strategic PlanningACCOMPLISHMENTS:~Increased operational efficiency and strengthened governance of nonprofit client including strategic plan, evaluating programs, fundraising plan, and board expansion/management.~Established relationship WFP Bureau for Asia Pacific with Asian Development Bank to explore collaboration, funding.~Guided donors in strategic philanthropy through expertly curated learning journeys, high-level conferences~Co-founded an award-winning nonprofit that utilizes theater to catalyze discussion around wealth and purpose; top wealth management companies/networks are clients.
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FounderThe Curious PhilanthropistUnited States
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Managing DirectorStrategic Philanthropy, Ltd. Nov 2022 - PresentGreater Orlando Area, Florida, United StatesFor over 20 years, Strategic Philanthropy Ltd has provided UHNW individuals and families with strategy and execution of charitable giving and legacy planning. Our customized approach enables us to meet clients where they are: whether they are just getting started, looking to engage the rising generation, or ready to increase the amount and complexity of their giving. Our experienced team enables clients to give confidently: we develop a plan that utilizes a variety of giving tools (private foundation, donor advised funds, trusts, etc.) and can even function as outsourced foundation staff. I manage a portfolio of client engagements and business development activities. In this capacity, I work directly with wealthy families and their close advisors, including financial, legal, tax, family office, and family dynamics professionals. My goal: to help people discover the positive impact they can make in the world. -
Co-Founder & Executive ProducerShaking The Tree Interactive Productions Nov 2000 - PresentLiving Case Studies: Theater-based workshops which catalyze thoughtful discussion around issues of wealth, communication, trust, purpose, philanthropy, and preparing the next generation Strategic planning and active coordination of board and advisory boardLeads business development ($60-100K live theatrical productions, $5-10K video workshops), client management, and fundraising; clients include EY, Citi, UBS, Institute for Private investors, Council on Foundations, multi-family offices, and private families Spearheads the development of online training courses featuring theatrical elements to showcase key learnings and ways to tackle challenging family dynamics situationsProduces all events which include providing strategic vision, managing across team, clients and vendors, and overseeing the production process on the theatrical side, oversees script writing and facilitation for workshopsNonprofit administration and operations to ensure legal and governance guidelines are in place Sponsorships: proposals, package of benefits, contracts, relationship managementAwarded the 2018 Family Wealth Report “Outstanding Contribution to Wealth Management Thought Leadership”(STT does not have full-time staff. Participation is on project basis, if available. http://shakingthetree.org) -
Senior Advisor And StrategistSelf Employed Sep 2016 - Oct 2022Specializes in strategic planning; donor and investor cultivation, engagement, and relations; chief of staff; program development, management; governance; refining processes to promote efficient operationsFor private foundations, individuals (grantmakers) - proven ability to develop philanthropic strategy, write grantee contracts, program evaluation, working with grantees/social entrepreneurs, board management, philanthropy training, and domestic and international learning journeysHighlights from recent consultancies: Chief of staff for senior executive in global microfinance organization to spearhead critical initiatives, board directives, investor reporting, and planning across global risk, audit, IT, information security, business continuity management, HR departments and shared service centers; manages the team’s short and long-term priorities and activities; worked with senior leadership to ensure steady operational progressDeveloped a five-year strategic plan including budgetsCreated two-year orthopedic teaching program incorporating co-investment from local partnersFundraising workshop and coaching for high-level donor/partnership presentationsSecured multi-year grant to fund paid executive director -
Senior Partnerships OfficerWorld Food Programme Dec 2015 - Jul 2016Regional Bureau For Asia & The Pacific, Bangkok, ThailandIncreased WFP’s network of support and collaboration: revised strategy and advanced WFP’s relationships with the region’s development banks (i.e. Asian Development Bank), international financial institutions, other UN organizations (FAO, IFAD) and regional associations (ASEAN, APEC) Revised regional partnership process: improved positioning to leverage the strengths of WFP with potential partners by in-depth research on organizations and their operations, established new contacts in different levels and departments, and identified opportunities for collaboration Built consensus, alignment, and increased regional coordination with other UN organizations (FAO, IFAD)Cultivated corporate relationships for CSR programs and coordinated follow-up with private sector partnership managersDistilled best practices and delineated a replicable process establishing relationships with development banks for use across WFP RegionsDirected and supported Country Office teams with identifying potential partnerships (due diligence, research, proposals), event preparation, fundraising strategy, and building relationshipsAssisted in revising agency-wide partnership training and provided coaching across functional teams including private sector partnerships (corporations, foundations)Engaged with government officials and consulates to support their safety-net programsGained local insight on critical issues such as disaster preparedness, climate change/resilience, conservation of habitats, marginalized people, small farms/agriculture, school feeding, and social safety nets -
Founder & PresidentPhilanthropy Indaba May 2009 - Dec 2015Greater New York City AreaDeveloped custom learning opportunities for individuals, families and corporate executives to explore critical issues (domestic/international), to understand varied approaches/solutions, and to create a strategy for donations/investments; resulted in funding opportunities, financial and other resources for nonprofits Researched, analyzed, and vetted organizations (non-profit, for-profit) including financial review, staff interviews, and initial site visits before being presented to donors Curated itineraries, hosted private online forum to share information, facilitated multi-stakeholder dialogue, and assisted philanthropists in developing focused approach to giving to achieve their objectives Business development: cultivating relationships with nonprofit organizations to run their high-end donor trips Designed engaging programming for interactivity and peer-learning including customized philanthropy education Created marketing, communications strategy as well as multi-media content for internal and external audiences; curated stories from the field, talking points for NGO staff and communications plan for donors and project partners
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Strategy ConsultantSelf-Employed May 2003 - Sep 2008Sample client work- Educate Girls Globally: Advisor to U.S. and India team, helped build internal infrastructure, marketing, fundraising strategy, enhance programs through partnerships, videotaped stories in the field to convey the impact of their work on rural communities - Wealth & Giving Forum: Played a pivotal role in launching the organization with its first four major conferences; development of strategic vision; secured and guided speakers in developing session themes, structure, and content; fundraising and donor stewardship; facilitation; branding, marketing, collateral materials - Ashoka: Co-facilitated Rainmaker Training (donor communications, fundraising, media relations) for senior staff, country directors and key social entrepreneurs in Sept. 2006. Advised on the launch and fundraising strategy of Ashoka Support Network (ASN) in New York to engage business leaders as informal advisors and supporters - The Bridge Philanthropic Advisory Service: Built a network of service providers and consultants to advise clients in crafting philanthropic strategy- Family Office Metrics: Raised profile through event planning, marketing materials and speaker management.
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Vice President, Family Education Services & Senior Marketing RepresentativeHarris Bank Sep 1998 - Sep 2002Greater Chicago AreaProduced interactive learning opportunities for the Private Bank’s ultra-high-net-worth client families and prospects to keep them well-informed on effective and prudent management of their assets, new investment opportunities, exchange best practices with peersDeveloped an annual event strategy to support business development and relationship management, includes annual conference, Dealflow events, and regional meetingsAssisted clients with planning family meetings by bringing together varied speaker and session resources to make the meeting engaging and informativeManaged staff who maintained databases, event planning, created collateral materials for events Created first a cross-border initiative with parent company, Bank of Montreal, to bring family education to Canada
Maryann Fernandez, Cap® Skills
Maryann Fernandez, Cap® Education Details
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Economics
Frequently Asked Questions about Maryann Fernandez, Cap®
What company does Maryann Fernandez, Cap® work for?
Maryann Fernandez, Cap® works for The Curious Philanthropist
What is Maryann Fernandez, Cap®'s role at the current company?
Maryann Fernandez, Cap®'s current role is Founder.
What is Maryann Fernandez, Cap®'s email address?
Maryann Fernandez, Cap®'s email address is mf****@****hoo.com
What is Maryann Fernandez, Cap®'s direct phone number?
Maryann Fernandez, Cap®'s direct phone number is +121284*****
What schools did Maryann Fernandez, Cap® attend?
Maryann Fernandez, Cap® attended Rutgers University.
What skills is Maryann Fernandez, Cap® known for?
Maryann Fernandez, Cap® has skills like Philanthropy, Fundraising, Nonprofits, Strategic Planning, Public Speaking, Venture Philanthropy, Social Enterprise, Event Planning, Social Entrepreneurship, Leadership, Event Management, Venture Capital.
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