National Standards for U.S. Community Foundations reviewers have years of experience in community foundation leadership, and are passionate about National Standards and philanthropic excellence. Each reviewer signs a confidentiality agreement and is trained to determine a foundation’s compliance by conducting consistent and fair evaluations of the application.

Sheryl Aikman

Sheryl Aikman

Vice President, Development
The Community Foundation of Western North Carolina, Asheville, NC

Sheryl Aikman is Vice President of Development at The Community Foundation of Western North Carolina, a $250-million foundation serving an 18-county region, where she has been a member of the staff since 1998. Sheryl has served in national leadership roles in the community foundation field and since 2010 has been a peer reviewer for the National Standards for U.S. Community Foundations. She is a member and former Board Officer of the North Carolina Planned Giving Council and past President of the Land of Sky Estate Planning Council. Sheryl is a Phi Beta Kappa graduate of Davidson College, holds a Master's Degree in Management of Nonprofit Organizations from Case Western Reserve University and is a William C. Friday Fellow of the Wildacres Leadership Initiative.

Steven J. Cobb

Steven J. Cobb

Vice President and Chief Financial Officer
California Community Foundation, Los Angeles, CA

Steve Cobb oversees the Foundation’s investment management, financial reporting and cash management activities.

Before joining CCF in 1998, Cobb was the CFO for the Milken Family Foundation, a leading Southern California private foundation, and the Weingart Center, a comprehensive health and human services complex in Los Angeles’s Skid Row. He was also an auditor with Ernst & Young and an assistant controller for the Ticor Title Insurance Company of California.

Cobb is a CPA and a graduate of The UCLA Anderson School of Management, California Polytechnic State University, San Luis Obispo and Ventura College. He is a past recipient of the Los Angeles Business Journal Nonprofit CFO of the Year award. He currently serves as Board Chair for Community Partners and has been an adjunct professor at USC Sol Price School of Public Policy.

Sally J. Cross, CFRE

Sally J. Cross, CFRE

Vice President, Philanthropy
Community Foundations of the Hudson Valley, Poughkeepsie, NY

Sally Cross joined the Community Foundations of the Hudson Valley in May 2014. Sally is responsible for marketing the Foundation’s gift planning, investment management and charitable fund options to attorneys, financial advisors, accountants, brokers and others who work regularly with potential donors in the area of estate and financial planning. She also works directly with active and prospective donors to encourage and facilitate current and future gifts, and serves as a planned giving resource to donors, professional advisors and nonprofit fund advisors.

Sally comes to the Community Foundation from Montefiore Medical Center, where she served as Director of Major Gifts and Gift Planning. Prior to that, she served as the Director of Development and Alumni Relations at SUNY New Paltz and Executive Director of the university's foundation from 2001-2012. She has worked as a development professional at Portland State University’s College of Engineering and Computer Science, in Portland, Oregon, and for a variety of Oregon non-profits.

Sally has also served as a volunteer for a variety of nonprofits in the Hudson Valley, including the Association of Fundraising Professionals, the New Paltz Regional Chamber of Commerce and Chamber Foundation, the Ulster County Historical Society, and the Wallkill Valley Rail Trail Association. She earned her bachelor’s degree at Columbia University’s Barnard College and her Master of Public Administration from Portland State University, and is a CFRE (Certified Fund Raising Professional).

Sandy Daniels

Sandy Daniels

President
Daniels Consulting, Greenwood, IN

Retired President and CEO
Johnson County Community Foundation; Franklin, Indiana

Sandy Daniels has been a standards peer reviewer for 16 years. She has reviewed standards both nationally and in her home state of Indiana. Sandy has been involved in the standards process since inception. When she was chair of the Community Foundation Committee of the then Indiana Donors Alliance (now the Indiana Philanthropy Alliance), she co-authored with Dr. Eugene Temple the first set of standards and best practices to guide the Indiana field. Around the same time, she served on the COF’s Community Leadership Team that was launching its own standards process as well as other initiatives and supports for the field. Her role on the Leadership Team was to serve as an advocate and voice for small community foundations. She served on the Standards Implementation Action Team both at national inception and again when its first roll out was being evaluated and improved. Recently, she served on a task force for the National Standards Board to further revise and streamline the standards process, utilizing an online format.

Sandy’s whole career has been in the nonprofit field of philanthropy and education. She was the Founding Director and CEO of the Johnson County Community Foundation in Franklin, Indiana from 1994-2008. Under her leadership, the foundation grew to $15 million in assets, with nearly $30 million in deferred gifts. The Foundation won numerous state and national awards for excellence in grantmaking, administration and communications. She remains involved in the community foundation field and as an enthusiastic volunteer for the JCCF.

Prior to joining the community foundation, she was the Director of Operations for a large Metro 1 United Way. In that role, she was responsible for launching comprehensive evaluation processes for United Way agencies, as well as a platform for evaluation of individually funded programs. Early years of her career included being a director of an employee assistance program in Michigan, a social work clinician at various agencies, and a regular adjunct professor for graduate and undergraduate college programs. She was on the boards of key philanthropic organizations, such as the Center for Financial Insight, which studied and launched benchmarking and evaluation services for community foundations.

Her love for teaching and sharing knowledge has continued through the years. She served as an instructor for the Center for Community Foundation Excellence and as a regular presenter for local and national conferences and seminars. She served as a consultant and trainer for the Kansas Association of Community Foundations.

Sandy is the President of Daniels Consulting. She has served as interim Executive Director for Community Foundations and helped guide foundations through the leadership transition process. She also provides assistance for the full range of needs in governance and management of nonprofit organizations, with a focus on community foundations. As a self-professed “life long learner,” Sandy participates in training opportunities to keep her knowledge fresh and relevant.

Sandy has a Master’s Degree of Social Work, with a dual specialty in Planning and Management.

Robert V. Edgar

Robert V. Edgar

Vice President of Donor Relations
The New York Community Trust, New York, NY

With The New York Community Trust for three decades, Bob Edgar is the principal contact for donors, helping them to identify and achieve their charitable objectives. He is also involved in The Trust's new business initiatives.

Bob currently is a board member of the Memton Fund and the Clinton Hall Association, the Vice-Chairman of Kingsborough Community College Foundation, a trustee of the Board of Foreign Parishes, an Episcopal foundation that supports several churches in Europe, and is on the Advisory Council of the Singapore Community Foundation. Bob was also a founding trustee of the Berkshire-Taconic Community Foundation. Prior to the Trust, he was the Director of Development for an international eye-care nonprofit, and before that, was a Development Officer for a performing arts center.

Patricia A. Jones

Patricia A. Jones

Patricia Jones Consulting
Jamestown, CA

Patricia Jones has been part of the foundation field for 25 years. She was a community foundation board member for 10 years and served as Board Chair for three of those years. Patricia served as an interim foundation CEO in San Francisco for a year. Additionally, she has helped operate the League of California Community Foundations since 2007, and has been its lead consultant since 2012.

Patricia is the Principal in her consulting firm, Patricia Jones Consulting. Since 1998, she has specialized in board building, and business planning, strategy and research - primarily for east and west coast organizations and agencies.

She has extensive experience in (i) coordinating with key stakeholders to create the environments and structures to strengthen an organization’s ability to deliver effective services, (ii) developing comprehensive planning processes, reports and evaluations, (iii) researching and presenting business options to senior management, boards, affiliate officers and other key constituents and stakeholders, (iv) facilitating high-level corporate meetings and retreats, and (v) supporting boards in understanding and fulfilling their roles and responsibilities.

Patricia has an MBA (dual emphases in finance and communication) and an undergraduate degree in science.

In addition to the League of California Community Foundations, her clients include numerous individual community and private foundations – both emerging and well-established. She also works with large health care systems, nonprofit organization/public agency consortiums, and select private clients. She is a Council on Foundations National Standards reviewer for Community Foundations, and developed and facilitates the Community Foundations Board Basics Course.

Lauren Singer Katz

Lauren Singer Katz

Consultant
Salt Lake City, UT

Lauren Singer Katz was born and raised in Massachusetts and received her bachelor’s degree from Gallatin, New York University’s School of Individualized Study. After starting her career at DoSomething.org, the largest online organization that enables youth to take action in their community, Lauren moved to Israel where she lived in a small northern city bordering Lebanon. The adventure continued around Europe and then back across the United States until Lauren found her home in Salt Lake City. Lauren has spent the last four years at the Community Foundation of Utah (CFU) in both operation and finance positions. Lauren recently left CFU and moved into contract positions where she assists clients with back-end operations and social media management.

Kristin Larson

Kristin Larson

Strategic Consultant
Sandy Hook, CT

Kristin Larson is currently a Grants Specialist for Newtown Public Schools in Newtown, CT.  Working with the Newtown-Sandy Hook Community Foundation, she is seeking public and private funding for mental health services to support Newtown’s continued recovery from the 12/14/12 tragedy at Sandy Hook Elementary School. Kristin is also a development consultant for EverWonder Children’s Museum and a volunteer Nonprofit Advisor for the Connecticut Community Foundation.

Previously, Kristin was a Strategic Consultant and Senior Project Manager for the RPM Systems Group of RETEC, an environmental management consulting firm in New Haven, Connecticut. While with RETEC, she co-authored “Environment: Value to Business” for the Global Environmental Management Initiative.  

Prior to consulting, Kristin was a researcher with the Harvard Center for Risk Analysis, where she published a report on risk assessment and regulatory reform initiatives at the state government level.  Kristin began her career as a legislative aide for Senator Daniel Patrick Moynihan and as a Harry S. Truman Scholar congressional intern for Congressman Bill Emerson. 

Kristin has a B.A. from the College of William and Mary and a Master in Public Policy from the Kennedy School of Government at Harvard University.

Darcy S. Oman

Darcy S. Oman

President Emerita and Consultant
The Community Foundation Serving Richmond & Central Virginia, Richmond, VA

Darcy Oman was hired as the Foundation’s first full-time professional staff member in November 1985 and served as its executive for nearly 30 years. In July 2015, she transitioned to an advisory role through the end of the year, working on special projects to support a seamless transition with the foundation’s new CEO.

On the occasion of her retirement, the Board of Governors honored Oman with the permanent designation of President Emerita. Under her leadership, the foundation grew from $1 million to $700 million in combined assets at the time of her retirement in July 2015. Over her tenure, the foundation received $1 billion in charitable contributions and bequests and allocated $700 million in grants to community organizations and foundation-led initiatives, primarily in the Commonwealth of Virginia. Today, the foundation is recognized as among the 30 largest community foundations in the United States and is the largest community foundation in the Commonwealth of Virginia.

In her 30 years of service to the community, Oman served on numerous boards and leadership advisory committees. She also served in the field of philanthropy at the local, state and national levels throughout her career, including nine years on the Council on Foundations Community Foundation Leadership Team and two years as its Chairman. Her service to the Council also including 14 years on advisory committees related to legal and regulatory matters impacting philanthropy and the charitable sector. In 2014, Oman was recognized for Distinguished Service by the Council on Foundations.

Prior to joining thefoundation, Oman worked in higher education (Southern Vermont College, Vermont and Russell Sage College, New York) and in human services (Archway Programs, New Jersey and Good Shepherd Center, Pennsylvania).

Areas of expertise related to exempt organization sector: audit, finance, governance, investing for endowments, legal and regulatory compliance, legislative affairs (federal level), major donor relations, managing complex gifts, organizational development and planning, strategic initiatives, and collaborations supporting organizations.

Sandi Roehrig

Sandi Roehrig

Executive Director
Fond du Lac Area Foundation, Fond du Lac, WI

Sandi Roehrig's educational achievements include attending University of Wisconsin-Fond du Lac then transferring to University of Wisconsin-Oshkosh where she earned a Bachelor’s Degree in Physical Education and Health. Sandi has been with the Fond du Loc Area Foundation since 1992 and has served as the Executive Director since 1995. She has been an active volunteer in the community for youth sports, education and public service including founding member of the Fond du Lac Arts Council and Women’s Fund of Fond du Lac. Sandi lives in Fond du Lac with her husband and enjoys spending time with her children and grandchildren. Sandi is also a member of the Community Foundations National Standards Board.

Marlene Spalten

Marlene Spalten

President and CEO
Community Foundation of Tampa Bay, Tampa, FL

Marlene Spalten joined the Community Foundation of Tampa Bay (CFTB) as its President and CEO in October 2012. With an objective of significantly increasing philanthropy in the region, she was listed on Tampa Bay Business Journal’s “25 People to Watch in 2013.” Since its inception in 1990, CFTB has distributed $200 million in grants while building assets to almost $190 million through community leadership, philanthropic services, and creative grantmaking. Marlene serves on the Boards of the Florida Philanthropic Network, the Florida Nonprofit Alliance, and Community Foundations of Florida. She is a graduate of Cornell College with a B.A. in English.

Joy R. Watkins

Joy R. Watkins

President and CEO
The Community Foundation of North Florida, Tallahassee, FL

Joy Watkins has served as President of the Community Foundation of North Florida for the past 15 years. She has a Bachelor of Business Administration from Eastern Kentucky University and is a graduate of the University of Florida College of Law. Prior to joining the Community Foundation of North Florida, Joy practiced law in Atlanta, Georgia primarily in the areas of estate and charitable planning. She oversees and manages all aspects of the Community Foundation of North Florida. Joy is involved in both national and statewide associations for community foundations, serving as a national reviewer for the Community Foundation National Standards Board in Washington, D.C. and as a member of the Leadership Team of Community Foundations of Florida. She is past Chair of Community Foundations of Florida and Past President of the Tallahassee Regional Estate Planning Council.