Presented by Community House of Moorestown and Association of Fundraising Professionals NJ, Southern Chapter.
The Community House of Moorestown and the Association of Fundraising Professionals, South Jersey are proud to host our second annual Nonprofit Summit. This event brings together organizations serving Burlington and Camden Counties for a morning of connection, collaboration, and actionable learning. It is designed to help nonprofit professionals, board members, funders, and community partners share ideas, resources, and strategies to tackle today’s pressing challenges.
Registration includes a light breakfast, lunch, and networking opportunities. Whether you’re a staff member, board member, or volunteer, this forum is designed to support and strengthen our region’s nonprofit sector. We hope to see you there!
Meet the Funders Panel Discussion
This panel brings together representatives from corporate and foundation funders to share insight into how funding decisions are made and what they look for in successful applications. The discussion will include current funding priorities, common mistakes nonprofits make when seeking support, and practical ways organizations can build relationships with funders.
Panelists include Tara Colton, Chief Economic Security Officer at the New Jersey Economic Development Authority; Rose Rodriguez, Senior Portfolio Manager, New Jersey at The Tepper Foundation; Dr. Dan Jurman, DMin, Executive Director of United Way of Gloucester County; and Stacey Woodland, Vice President, Impact of United Way of Greater PHLSNJ.
Breakout Sessions
We will have two breakout sessions throughout the day. Discussions will include:
Breakout Session One:
- – Board Basics… Without the Bored!: The Beginner’s Guide to Not Freaking Out as a Board Member, Denise Soto, MS, CFRE, Chief Development & Communications Officer, Oaks Integrated Care
– From Meh to Magnetic: Social Content that Actually Moves People, Pamela Collins, Founding Partner, Rev Creative Group
– Fundraising is a Team Sport: Engaging Program Staff in Development, Lisa Franco, Director of Development, Woodford Cedar Run Wildlife Refuge
Breakout Session Two:
- – Planning for Capital Upgrades, Kyle Charzewski, Director of Energy Solutions, FSG; and Mike O’Malley, MNL, CFRE, Executive Director
– Events Aren’t Dead, They’re Just Different, Sabine Mehnert-Roehm, CFRE, Director of Development, Boys & Girls Club of Camden County
– AI in Fundraising, Travis Coley, Managing Director, Growth & Strategy, Whitepenny
Lunch Panel Discussion:
The Future of Nonprofits: New Models for a Changing World
Nonprofits are navigating a rapidly evolving environment shaped by changing donor expectations, new technologies, and shifting philanthropic landscapes. This panel of experts will discuss how forward-thinking organizations are adapting with new models, systems, and strategies.
Panelists include Sheryl Mathis, MSW, MPH, Senior Director of Care Redesign Initiatives, Camden Coalition; Elizabeth Wagner, Director of Endowments, Foundation, & Charitable, Bryn Mawr Trust Advisors; Marianne Aleardi, President/Publisher, SJ Mag Media; Former Board Chair of Oaks Integrated Care; Gloria M. Pugliese, MBA, CAP, CFRE, Chief Development Officer, ALS United Mid-Atlantic; and Terriann Procida, Chief Executive Officer/Founding Partner, Innovative Benefit Planning, LLC.
Schedule of Activities
8:00am Registration with continental breakfast
8:30am Introduction
8:45am Meet the Funders Panel Discussion
10:00am Break
10:15am Breakout Session One
11:00am Break
11:15am Breakout Session Two
12:00pm Lunch with Panel Discussion
12:45pm Question & Answer
Meet the Funders
Discussion Panelists
Tara Colton (she/her)
Chief Economic Security Officer New Jersey Economic Development Authority (NJEDA)
Tara Colton is Chief Economic Security Officer at the New Jersey Economic Development Authority (NJEDA) where she spearheads initiatives to advance economic security and well-being for all New Jerseyans. Charged with broadening the state’s economic development strategy to include food security, child care, maternal health and workforce investments, Tara leads a cross-functional team within NJEDA and collaborates across agencies to drive a whole-of-government approach to program design. Tara oversees over $300 million in NJEDA’s growing portfolio of programs to alleviate food insecurity and eliminate food deserts. She is also spearheading efforts to strengthen New Jersey’s vital child care sector with more than $140 million in grants for facility improvements, and to establish a Trenton-based maternal and infant health innovation center with an emphasis on addressing racial disparities in care. She continues to play a central role in the design and expansion of the $25 million New Jersey Pay it Forward Program, which provides zero-interest loans to low‐income New Jersey career seekers.
Tara has more than 20 years of leadership experience in the public and nonprofit sectors, focused on developing and implementing innovative programs and services for workers, families, students, and businesses. Prior to joining the NJEDA in 2020, Tara was Executive Director of Seedco, a national nonprofit organization dedicated to advancing economic opportunity for people, businesses and communities in need. She has held leadership positions in the New York City Mayor’s Office and NYC Department of Education, and at the nonprofits FEGS Health & Human Services and the Center for an Urban Future.
Tara received a Bachelor of Arts in Government from Wesleyan University and a Master’s Degree in Public Administration from Baruch College’s Marxe School of Public and International Affairs. She is a member of the Board of Trustees of Montclair State University and lives in Maplewood with her family.
Rose Rodriguez
Senior Portfolio Manager, New Jersey
The Tepper Foundation
Rose Rodriguez is the Senior Portfolio Manager, New Jersey at The Tepper Foundation. In her role, she leads food security, capacity building, and community support giving. With 14 years of experience in the philanthropic space, Rose is driven by the belief that collaboration can best serve vulnerable communities and address critical challenges.
Dr. Dan Jurman, DMin
Executive Director
United Way of Gloucester County
Jurman is a Clayton native who has a degree in English literature and creative writing from Rowan University. As a teen, he worked as a camp counselor for the Gloucester County Girl Scouts’ Vantastic mobile summer camp. After college, he was program director for the summer camp at The Arc Gloucester.
Jurman moved to Lancaster, Pennsylvania, in 1998 to attend a theological seminary, earning a master’s in religion in 2003 and a doctorate of ministry in 2021. He went on to work in health care and led a Community Development Corporation in the state, a Community Action Agency and the Office of Advocacy and Reform.
Most recently, Jurman led one of late actor Paul Newman’s Hole in the Wall Gang camps in Florida for children with serious illnesses. He also preaches at the First Presbyterian Church of Clayton.
Throughout Jurman’s career serving vulnerable populations, he has had several major accomplishments, including winning multiple community service awards and earning a National Conference of Mayors Community WINS Award for innovation. He co-authored and helped implement a plan that cut poverty by 9% in the Lancaster in one year and addressed Congress’ Subcommittee on Education and the Workforce about innovation in eliminating poverty.
Stacy Woodland
Vice President, Impact
United Way of Greater PHLSNJ
Stacey Woodland is Vice President of Impact at United Way of Greater Philadelphia and Southern New Jersey (since May 2025), where she leads community investment, strategic partnerships, and initiatives focused on advancing economic mobility and strengthening communities across the region. Prior to joining United Way, Stacey served for more than a decade as CEO of YWCA Tri-County Area, bringing over 25 years of nonprofit leadership experience grounded in equity, systems change, and community-centered impact. Drawing from both nonprofit executive leadership and philanthropy, Stacey is passionate about reimagining how funders and community organizations work together to build innovative, responsive, and sustainable solutions that help individuals and families thrive. A proud mother of two nonprofit professionals and grandmother of five, she brings both personal and professional commitment to strengthening communities across Greater Philadelphia and Southern New Jersey.
Tara Colton – Chief Economic Security Officer, NJEDA
Rose Rodriguez – Senior Portfolio Manager, NJ, The Tepper Foundation
Dr. Dan Jurman – Executive Director, United Way of Gloucester County
Stacey Woodland – Vice President, Impact, United Way of Greater PHLSNJ
The Future of Nonprofits: New Models for a Changing World
Discussion Panelists
Sheryl Mathis, MSW, MPH
Senior Director of Care Redesign Initiatives
Camden Coalition
Sheryl Mathis, MSW, MPH serves as Senior Director of Care Redesign Initiatives at the Camden Coalition. In this role she leads an interdisciplinary team working with local and regional partners to pilot and implement programs that connect patients with complex health and social needs to resources and services. This includes the Camden Coalition’s behavioral health, maternal health, harm reduction, and medical-legal partnership initiatives. Sheryl has also led technical assistance (TA) projects supporting linkages between healthcare and social care, including foundation funded access to care grants throughout New Jersey. Prior to joining the Camden Coalition, Sheryl was Senior Director for Community Health at Altarum where she managed interdisciplinary technical assistance teams working to improve equitable access to services in maternal and child health, behavioral health and nutrition.
Elizabeth Wagner
Director of Endowments, Foundation, & Charitable
Bryn Mawr Trust Advisors
Elizabeth Wagner leads the Endowment, Foundation, and Charitable practice. She is responsible for nonprofit client advisory on investment issues and other matters and also guides philanthropic clients. She joined the company in 2019.
Gloria M. Pugliese, MBA, CAP, CFRE
Chief Development Officer
ALS United Mid-Atlantic
Gloria Pugliese has over 25 years of fundraising experience. She has raised funds for healthcare, higher education, human services, and arts & culture. As a consultant and practitioner, she has led capital campaigns, special events, and development planning. She has built and managed teams and worked with boards and program staff to foster a culture of philanthropy within organizations. She is currently the Chief Development Officer with ALS United Mid-Atlantic. She is a Certified Fund-Raising Executive and A Chartered Advisor in Philanthropy and holds a bachelor's degree from Susquehanna University, a master’s degree from Lehigh University, and an MBA from La Salle University. She lives in Philadelphia, PA.
Terriann Procida
Chief Executive Officer/Founding Partner
Innovative Benefit Planning, LLC.
Terriann Procida is the dedicated CEO of Innovative Benefit Planning, LLC, a certified woman-owned business in Moorestown, New Jersey. She leads the company's steadfast commitment to "Putting People First” with over 35 years of extensive experience in the insurance industry. Terriann has been instrumental in delivering nationwide employee benefit services and has garnered recognition for introducing creative strategies to the market, positioning clients as employers of choice.
Terriann’s vast experience working with diverse businesses enables her to address critical employer challenges, such as attracting top talent, fostering an engaged and inclusive workplace culture, and creating environments that promote positive well-being. In addition to these achievements, Terriann is actively involved in various volunteer activities. She has served on nonprofit boards, including Archway Programs, and has held the prestigious position of Chairwoman of the United Benefit Advisors Board of Directors.
Innovative has received awards for its philanthropy efforts under Terriann's leadership. Beyond her professional endeavors, Terriann finds joy and inspiration in gardening, creating, and traveling with her husband, children, and extended family.
Sheryl Mathis, MSW, MPH – Senior Director of Care Redesign Initiatives, Camden Coalition
Elizabeth Wagner – Director of Endowments, Foundation, & Charitable, Bryn Mawr Trust Advisors
Gloria M. Pugliese, MBA, CAP, CFRE – Chief Development Officer, ALS United Mid-Atlantic
Marianne Aleardi – President/Publisher, SJ Mag Media; Former Board Chair of Oaks Integrated Care
Terriann Procida – Chief Executive Officer/Founding Partner, Innovative Benefit Planning, LLC.
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