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​Lillian Hua

Associate Consultant, Project Lead - Cooperative Planning Initiative
​Creative Arts Workshop
Yale Social Innovation Internship Program

Job Description

Associate Consultant
Cooperative Planning Initiative
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Download Statement

Project Description

The Issues

1. Proliferation of 501(c)(3) orgs
2. Non-mission-related costs: facilities, technology, operations

The Project

1. Assess two issues through research and interviews
2. Facilitate a series of charrettes to engage stakeholders
3. Summarize in writing findings, analysis, recommendations

The key Tasks

1. Become familiar with fiscal sponsorship and co-operatives
2. Recommend ways to use these to address two issues

Interview Questions

1.  Situation
2. Analysis
3. Action
4. Results

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Background material & Working Papers


Fiscal Sponsorship:
​6 Ways to do it right

by ​Gregory L. Clovin
Link to Amazon.com
Download Notes
Download Matrix


Schedule and Assignment Log




Interviews
​Background material & Notes


Stacy Ratner
Chicago Literacy Alliance
(312) 690-4227
Download Notes
Experience with co-operatives

Rachel Davies
Yale Researcher / CAW Volunteer
(253) 686-3817 cell
(203) 891-6031 home
[email protected]
Download Notes
Total # CT non-profits vs Current active # (32k vs 22k)
Guidestar login:
Account: [email protected]
Password: Guidestar-3145

​Sheliah Rostow
Volunteer/Donor
Download

Cheryl Hart
Manager, Development & Marketing
Creative Arts Workshop
[email protected]
Download


Thad Henry
Fundraising Expert
Emeritus VP Advancement
several universities
​(203) 494-5725
Download

Brent Robertson
Fathom
(860) 463-4661 cell
(860) 986-7591 office
​[email protected]
Download Notes

Download Letter
Download DesignDay
Download Brochure
Brent Roberton, Partner, Fathom




Carl J. Pitruzzello
Executive Director of Advancement Operations
(203) 932-7047
[email protected]
Download

​Will Carlin
Speakable.biz
(917) 439-4625
​[email protected]
Will Carlin, Speakable.biz
Background article from The New Yorker (world class squash player)

Patrick Smith
​Director-Business Development
CGR, Rochester, NY
​(585) 325-6360
Download Report
Shared Services Report 2018 (see page 110 of report, 124th page of document)

​Brian Luther
Capital Region
Council of Governments
(CRCOG) Hartford
(860) 724-4282
Capital Region COG Shared Services Co-operative
Note structure: State>Towns>CRCOG>Collaborative>CCAT>Novus[CT&FL]

​Carol P. O’Donnell
Collaborative Executive Director
(203) 927-5997
Note references to both collaborative and fiscal sponsorship on website below:
CT Council for Philanthropy

Patricia Bowie
UCLA
[email protected]
Download Report
What Counts for America


J​ackie Downing
Greater New Haven
Community Foundation
203) 777-7072
Jackie Downing contact
Background article, Jackie Downing


​Charles Long
Grove Street Cemetery
​[email protected]
Yale, Deputy Provost Emeritus
Yale Daily News article
Grove Street Cemetery, President

​John McCreight
McCreight & Co
(203) 722-8191
[email protected]
Strategy Consultant
John McCreight website

Jerry Cole
Oxford House
​(203) 982-0677
Oxford House

Al Bhatt
Center for Leadership Studies
[email protected]

TED Talk, Al Bhatt
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