US Department of Education, Washington, DC. Program Director Directed the Fulbright Summer Seminars Program for public school teachers.

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1 LUCY BERNHOLZ, Ph.D (M) PROFESSIONAL EXPERIENCE Stanford University, Visiting Scholar present Stanford University Center on Philanthropy and Civil Society; Stanford University, Graduate School of Business, Center for Social Innovation; Stanford University School of Education and San Francisco State University (2003, , 2007, ) Blueprint Research & Design, Inc. San Francisco, California. President and Founder , Blueprint R & D, Inc was a strategy consulting firm providing research and design services for philanthropic grantmaking organizations in several countries. Specific services included applied research, strategy design, program evaluation, the management and staffing of foundation grant functions, and the writing of industry standard trend analyses. I sold the firm in 2011 to Arabella Advisors. Fellow at the Hybrid Reality Institute, Fellow at the New America Foundation, Scholar in philanthropy. Philanthropy2173: The Business of Giving, Publisher and Editor. Award winning blog about the business of giving that is syndicated via The Huffington Post, Stanford Social Innovation Review, and The Guardian UK. (2002 present) The Community Foundation of Santa Cruz County Soquel, California. Program Officer Managed the Foundation s grant making program and special initiatives in the arts and humanities, community and economic development, education, environment, health, historic preservation, human services, and for management assistance. Special initiatives included national lesbian and gay grants program, neighborhood-based grants, and citizenship expansion efforts. Supervised program staff, staffed community committees, and worked directly with potential and current foundation donors. Pew Forum on Education Reform, Stanford, California. Program Manager Researched state and federal school policies for a national review of school reform in the 1980s and 1990s. Responsible for the Forum s study of privately-sponsored reforms and initiatives in the public schools and research on youth issues. Developed and hosted two nationwide forums for foundations, one on school reform and one on youth and youth development programs. The Peninsula Community Foundation, San Mateo, California. Fund Manager Managed the Teachers Fund, a program of grants for public school teachers. US Department of Education, Washington, DC. Program Director Directed the Fulbright Summer Seminars Program for public school teachers. Lawrenceville School, Lawrenceville, New Jersey. Teacher Taught American History, European History, and World Geography. Advisor to the school s social service program. Coached field hockey, basketball, and lacrosse. Groton School, Groton, Massachusetts. History Teacher Taught Economics, Geography, History, and Literature. Advisor to the school s social service program. Coached field hockey, basketball, and lacrosse.

2 LUCY BERNHOLZ, Ph. D. Page 2 EDUCATION Stanford University. Ph.D., History of Education, Stanford University. M. A., History, Yale University. B. A., History, PUBLICATIONS AND PRESENTATIONS Lucy Bernholz, The Future of Good, Book Forthcoming, Lucy Bernholz, Philanthropy and Social Investing: Blueprint 2011, Stanford, CA. December Lucy Bernholz, Ed Skloot and Barry Varela, Disrupting Philanthropy: Technology and The Future of the Social Sector, Duke University, June Lucy Bernholz, Philanthropy and Social Investing: Blueprint 2010, Stanford, CA. December Lucy Bernholz and Lisa Richter, Equity Advancing Equity: Mission Investing, Social Justice and Community Foundations, The Ford and Mott Foundations, Lucy Bernholz, Stephanie Seale, Tony Wang. Changing the Ecosystems of Change. Chicago: MacArthur Foundation, Lucy Bernholz, Stephanie Seale, Tony Wang. Building to Last: Field Building as Philanthropic Strategy, Macarthur Foundation, Lucy Bernholz, Back to the Future, Alliance Magazine, December, 2008 Lucy Bernholz, Critical Junctures: Philanthropy Associations as Policy Actors in James Ferris (ed), New York: Foundation Center, Lucy Bernholz, Planting Oak Trees for the Future: Community philanthropy for the next hundred years, in Peter Hero and Peter Walkenhorst, (eds) Local Mission Global Vision, New York: Foundation Center, 2008 Lucy Bernholz, Is Diversity the Key to Measuring Success? Alliance Magazine, December, 2007 Lucy Bernholz, Comment on the Inflection Point, Alliance Magazine, June/July 2007 Lucy Bernholz, Open Philanthropy, in Peter Karoff, The World We Want, Boston, MA: AltaMira Press, Future Matters, Reframing Endowment as a Tool for Community Leadership, L. Bernholz in collaboration with G. Kasper and K. Fulton (Spring 2007). Lucy Bernholz, Pedagogy, Playstations and the Public Interest,, Chicago: MacArthur Foundation, October Lucy Bernholz, Jack Chin, Catalyzing Creativity through Competition: Building the Field of Digital Media and Learning, Chicago: MacArthur Foundation, April "Future Matters: Philanthropy Marketplaces: Inventing the Future of Community Philanthropy," L. Bernholz in collaboration with G. Kasper and K. Fulton. Fall 2006.

3 LUCY BERNHOLZ, Ph. D. Page 3 PUBLICATIONS (Continued) "Future Matters: Community Foundations and Leadership: What's Race Got to Do With It?" L. Bernholz in collaboration with G. Kasper and K. Fulton. Summer "Future Matters: Keeping Your Community Foundation Ahead of the Technology Curve," L. Bernholz in collaboration with G. Kasper and K. Fulton. Spring Lucy Bernholz, "Better Together: Regional Alliances and Small Community Foundation Sustainability," The Aspen Institute. August "Community Philanthropy for the Future: Recipes for Success," L. Bernholz. Alliance Magazine, June Lucy Bernholz, Katherine Fulton and Gabriel Kasper. On the Brink of New Promise: The Future of U.S. Community Foundations. New York, NY: The Ford Foundation, Lucy Bernholz, Creating Philanthropic Capital Markets: The Deliberate Evolution, New York: John Wiley & Sons, Inc Lucy Bernholz, New Strategies for New Futures, Flint, MI: The Charles Stewart Mott Foundation, Fall 2003 Lucy Bernholz and Gabriel Kasper, The Currency of Change, unpublished paper, Lucy Bernholz, Critical Junctures, Los Angeles, CA: University of Southern California, April 2002 Lucy Bernholz, Comparison Shopping, Washington, DC: Council on Foundations, January 2002 Lucy Bernholz, The Need to Network. Prepared for the Forum of RAGs, Washington, DC, January 2002, Lucy Bernholz, New Giving Partners, Prepared for the Annie E. Casey Foundation, Baltimore, MD, July 2001, Lucy Bernholz, The Deliberate Evolution, Paper written for the Marco Polo Project of Northern California Grantmakers, San Francisco, CA, October 2000, Lucy Bernholz, The Future of Foundations, Plenary Session, Corporate Community Involvement Conference, Council on Foundations/Conference Board and Public Affairs Council, Chicago, IL, July 2000 Lucy Bernholz and Kendall Guthrie, Knowledge is an Asset, Too, Foundation News and Commentary, Washington, DC, May/June 2000 Lucy Bernholz, Foundations for the future: Emerging trends in foundation philanthropy, Los Angeles, CA: University of Southern California Forum on Philanthropy, January 2000 Lucy Bernholz, Future Impact: Considering foundation philanthropy in California, Los Angeles, CA: The Getty Center, August 3, Conference and conference report (forthcoming) Lucy Bernholz, California Forum on Health Care Conversions and Philanthropy: Moving the Dialogue Forward, Conference Report November 1998, Washington, DC: The Aspen Institute, April 1999

4 LUCY BERNHOLZ, Ph. D. Page 4 PUBLICATIONS (Continued) Lucy Bernholz, Full-service foundations, Foundation News and Commentary, The Foundation Center, March/April, 1998, pp Lucy Bernholz, The Future of Philanthropic History: Suggestions for Research and Practice, in Ellen Condliffe Lagemann (ed.), Philanthropic Foundations: New Research, New Possibilities, Indianapolis, IN: Indiana University Press, 1999 (also a presentation at the Philanthropy in History Conference, sponsored by New York University s Center for the Study of American Culture and Education and Indiana University Center on Philanthropy, Indianapolis, IN, September 25 and 26, 1997) Lucy Bernholz, The record of foundations and important social issues -- public schools, panel presentation, The Aspen Institute and Rockefeller Brothers Fund, Pocantico, NY, October 28-30, 1996 Lucy Bernholz, Kids, Classrooms and Policy: San Francisco Schools and Foundations, presentation at the San Francisco Foundation, hosted by the Evelyn and Walter Haas, Jr. Fund, October 16, 1996 and a presentation at the Annual Forum, sponsored by New York University s Center for the Study of American Culture and Education and the Lilly Endowment, New York, NY, November 14-15, 1996 Lucy Bernholz, Private Philanthropy and Public Schools: San Francisco in the 1960s and 1970s, Ph.D. Dissertation, Stanford University, 1995 Lucy Bernholz and Tamara Horne, Lasting Impact: The Next Generation of School-Business Partnerships in Greater Silicon Valley, (San Jose: The Community Foundation of Santa Clara County, 1994) Lucy Bernholz, R. Perry, and L. Richardson, Evaluation of Whole School Change Programs and Collaboration in the San Francisco Unified School District, (San Francisco: The Center for Collaborative Change, 1993) AWARDS The Huffington Post, 100 Game Changers of 2009 Fast Company Magazine, Best Blog Research Fellow, The Aspen Institute, Nonprofit Sector Research Fund, 1994 Doctoral Fellow, Indiana University Center on Philanthropy, Klingenstein Fellow, Columbia University, Teachers College, 1987 BOARD SERVICE AND COMMUNITY ACTION Advisory Board, The Guardian UK Voluntary Sector Community, 2010-Present Advisory Board, Center for Digital Information, Washington, DC 2010-Present Advisory Board, Mercator Fund, Network of European Foundations, Ease of Global Giving Project Advisory Board, Global Philanthropy Forum, 2010-Present Advisory Board, Johns Hopkins University, Frontiers of Philanthropy Project, 2009-present Organization Review Board, FasterCures, present Board of Directors, Games For Change, 2007 present Special Fellow, The Synergos Institute, present Advisory Committee, National Philanthropic Trust, 2002 present Advisory Board, Center on Philanthropy and Public Policy, USC, 1999-present

5 LUCY BERNHOLZ, Ph. D. Page 5 BOARD SERVICE AND COMMUNITY ACTION (Continued) Advisory Board, Philanthropic Initiative on Racial Equity, Board of Directors, CompuMentor, Advisory Committee Member, Aspen Institute Nonprofit Sector Research Fund, Market Steering Committee Member, Impact Manager, Nominations and Awards Committee Member, ARNOVA, Co-Founder, Mamas and Papas, Founding Board Advisor, Social Venture Partners Bay Area, Advisory Board, Isoph, Member, International Network on Strategic Philanthropy, Peer Review Panel, Aspen Institute Nonprofit Sector Research Fund, Member, Congregation Sha ar Zahav, 1992-present Board of Directors, Center for the Future of Teaching and Learning, 1995 Occasional Philanthropy commentator, Marketplace (American Public Media), 2007 Prize advisor and judge, PBS NOW/Social Enterprise and HopeLab, Ruckus Nation, 2007

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