Administration

Responsible for leading and managing all aspects of the Foundation under the direction of the Board of Directors.

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Roxie Jerde

President and CEO

941-556-7112

Responsible for providing legal guidance to CFSC staff and maintaining relationships with Professional Advisors.

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Betsy Pennewill, JD

Corporate Counsel

941-556-7152

Responsible for developing the Foundation’s strategic position and leading the team responsible for executing marketing and communications.

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Mischa Kirby, APR

Vice President, Strategic Communications and Marketing

941-556-7103

Responsible for supporting the President and CEO and communications to the Board of Directors.

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Shaun Rogers

Executive Assistant

941-556-7146

Responsible for administrative support.

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Barbie Gonzalez

Coordinator, Administrative Services

941-556-7138

Responsible for planning and delivering external communications, including public relations and marketing.

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Hunter Carpenter

Manager, Communications & Marketing

941-556-7122

Develops Foundation events and meetings, and also provides marketing services.

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Kim Micalizzi

Coordinator, Marketing and Events

941-556-7153

Responsible for being the welcoming face and voice for the Foundation, including administrative support.

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Lori Schaub

Receptionist

941-556-7116

Community Impact

Leads the team responsible for Community Impact strategy, including grants, scholarships and nonprofit services.

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Kirsten Russell

Vice President, Community Impact

941-556-7158

Directs and administers grant processes and oversees engagement and relationships with our nonprofit partners.

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Abigail Oakes

Director, Community Impact

941-556-7149

Responsible for leading the Foundation’s education initiatives, focusing on our two-generation approach to Sarasota County efforts for Campaign for Grade-Level Reading.

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Nicole Light

Education Officer

941-556-7102

Responsible for the Foundation’s online directory of local nonprofits (The Giving Partner) to promote nonprofit impact and transparency.

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Susan Geurin

Nonprofit Data Manager

941-556-7157

Responsible for nonprofit education programming and capacity building opportunities, as well as supporting major foundation initiatives.

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Madeline Hansen

Manager, Nonprofit Services

941-556-7155

Responsible for managing the operations and delivery of the Foundation’s scholarships program and also supports other Foundation grants, initiatives and programs.

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Lindsey Masterson

Manager, Scholarships and Grants

941-556-7105

Supports the Community Impact team in their work with grants, scholarships, and nonprofit services.

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Angelica Hull

Coordinator, Community Impact

941-556-7114

Finance

Responsible for leading the Foundation’s financial reporting, risk management, budget, technology roadmap, and investment oversight.

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Laura Spencer, CPA

Chief Financial and Administrative Officer

941-556-7132

Oversees the day-to-day accounting functions, leads internal process improvements and is responsible for the annual audit and tax returns.

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Erin Jones

Vice President, Finance and Operations

941-556-7144

Responsible for preparing multiple investment account reconciliations, quarterly and annual investment performance reporting, and preparing/analyzing monthly financial statements.

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Julie Avins

Senior Accountant

941-556-7136

Responsible for accounts payable, general ledger reconciliations and grant/accounts payable check preparation. Assists with the annual audit and tax return preparation.

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Shelby Manson

Staff Accountant

941-556-7148

Oversees the day-to-day operations of grants administration. Trains new staff on Foundation software and leads new software implementation.

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Trish McNamee

Manager, Grant Administration and Analytics

941-556-7159

Responsible for processing grants, including performing due diligence.

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Schelanda Morciglio

Coordinator, Grants

941-556-7162

Responsible for providing human resources support to the Foundation and overseeing office related areas.

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Amy Helms

Manager, Human Resources and Office

941-556-7174

Responsible for overseeing the meetings rooms schedule and setup, and coordinating the cleaning, maintenance of upkeep of the facilities and grounds.

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Weston Whitham

Facilities Coordinator

941-556-7134

Philanthropy

Leads the team responsible for cultivating relationships with donors and prospects, as well as providing donor services.

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Marlo Turner, CFRE

Senior Vice President, Philanthropy

941-556-7178

Serves as a resource for donors and donor prospects and their advisors.

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Katie Schwabach

Philanthropic Advisor

941-556-7106

Serves as the internal resource for donors and donor prospects.

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Heidi Kellman

Director, Philanthropy Administration

941-556-7126

Responsible for providing administrative functions supporting the Philanthropy team.

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Elise Buck

Coordinator, Philanthropy

941-556-7139

Special Projects

Works as an initiative consultant focused on parent support systems as part of the Community Foundation’s two-generation approach to educational success.

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Deborah Chapman

Initiative Consultant, Special Projects

Works as an initiative consultant focused on coordinating strategies for School Readiness Initiatives and Grade Level Reading work.

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Alisa Mitchell

Initiative Consultant, Special Projects