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Celina Artusi, Gillian Raikes, and Nadia Roumani
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Breakout Session
Session 1: Wednesday, May 2, 2018 | 8:15 AM
Session 2: Wednesday, May 2, 2018 | 9:20 AM

Stanford University Effective Philanthropy Lab: Helping Advisors Meet Donor Needs Using Human Centered Design

Celina Artusi, Effective Philanthropy Lab at Stanford PACS

Gillian Raikes, Effective Philanthropy Lab at Stanford PACS 

Nadia Roumani, Effective Philanthropy Lab at Stanford PACS

Over the past two years, Stanford University’s Effective Philanthropy Lab (EPL) has been researching the role that intermediaries, specifically wealth managers and financial advisors, can play in helping clients increase their philanthropic impact. EPL has interviewed and engaged advisors from donor advised funds, large banks, and financial management companies across the country, and identified a range of barriers and opportunities that advisors face when engaging their clients around their philanthropy. In response, EPL has designed tools and resources to help advisors overcome these hurdles and better serve their clients.

Join the EPL team in an interactive design session to learn about their process, hear their insights, and experience some of the tools they are developing. They will provide a preview of the Wealth Advisor Toolkit, forthcoming in Fall 2018, and provide participants with an opportunity to give their feedback

The Effective Philanthropy Lab (EPL) is housed within the Stanford Center on Philanthropy and Civil Society (PACS), a research center at Stanford University that develops and shares knowledge to improve philanthropy, strengthen civil society, and effect social change. EPL conducts applied research to better understand high net worth (HNW) donors’ philanthropic interests, motivations and behaviors.  An interdisciplinary research initiative working at the intersection of strategic philanthropy, the behavioral sciences, and design thinking, EPL aims to improve the knowledge of donors—and of intermediaries providing donor education and advisory services—so they can make more informed, outcome-focused decisions, thereby increasing their philanthropic impact.

Presentation objectives include:

  1. Share insights around financial advisors role in client philanthropy, and learn about advisors approach to philanthropy
  2.  Engage with segment of the EPL wealth advisor toolkit and provide feedback
  3. Participate in an experiential exercise using the human-centered design process

Celina Artusi, Fellow, Effective Philanthropy Lab at Stanford PACS

Celina’s passion for justice and underserved communities was ignited during her service as a college, career, and financial aid advisor with the College Advising Corps in Austin, Texas. Her commitment to education continued in Washington, D.C., working for a higher education institutional system. She completed her Masters in Policy, Organization, and Leadership Studies at Stanford University in 2017. It was at Stanford’s Hasso Plattner Institute of Design (the that Celina learned to wield the design process and methodologies, growing her respect and optimism for the change design can create. She is excited to apply her human centered design skills with her projects at the Effective Philanthropy Lab. 

Gillian Raikes, Associate, Effective Philanthropy Lab at Stanford PACS

Gillian is an Associate with the Effective Philanthropy Lab (EPL). After graduating from Stanford with degrees in Human Biology and African and African-American studies, she spend a year in Nairobi, Kenya working on projects in international development and global public health. Since joining EPL, Gillian has been working on developing the wealth advisor toolkit and a guide for high net worth donors to inform their social impact philanthropy. 

Nadia Roumani, Director, Effective Philanthropy Lab at Stanford PACS

Nadia Roumani is the Director of Stanford University’s Effective Philanthropy Lab, and the Senior Designer of Stanford’s Hasso Plattner Institute of Design’s (the Designing for Social Systems Program. She returned to Stanford in 2012 as an inaugural fellow, and in 2014 was named the Walter and Esther Hewlett Design Fellow with Stanford PACS.

Ms. Roumani focuses on helping philanthropists and nonprofit leaders become more strategic and creative. She has facilitated design thinking strategy workshops for foundations, nonprofit organizations, and businesses around the world, including in the Europe, Middle East, North and East Africa, and across North America. She integrates design thinking, systems thinking, and strategic planning to help organizations better scope the challenges they want to address by engaging end users, increasing intra-organizational creativity, and incorporating radical collaboration.

Nadia is a serial social entrepreneur. Over the past two decades she has launched several organizations and initiatives including the Initiative for Policy Dialogue (IPD) with Nobel Laureate Joseph Stiglitz at Columbia University; the Women Leaders Intercultural Program with Ireland’s former President Mary Robinson; Global Policy Innovations Program at the Carnegie Council on Ethics and International Affairs (CCEIA); the Building Bridges Program at the Doris Duke Foundation for Islamic Art (DDFIA); and the American Muslim Civic Leadership Institute (AMCLI) at the University of Southern California.

Nadia received her BA in economics and international relations from Stanford University and her MA in international affairs from Columbia University’s School of International and Public Affairs. She is a board member of the El Hibri Foundation.

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