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.

  • Learn more about becoming a reviewer, or nominate someone to become a reviewer

    National Standards for U.S. Community Foundations® accreditation is a commitment to transparency, excellence, stewardship, and leadership. Since 2000, more than 500 community foundations have been accredited and are proudly displaying the seal that denotes their achievement. This achievement would not have been possible without the dedicated professionals who perform the vital role of peer reviewer. Successful peer reviewers are passionate about National Standards and philanthropic excellence.

    To be considered for a peer reviewer position in the accreditation process, please follow the application process outlined below.

    Please submit the following documents:

    • Completed application form
    • Résumé
    • Personal statement describing your qualifications and reasons for wanting to become a National Standards reviewer
    • Letter of Reference (optional)

    National Standards reviewers are required to:

    • Understand the 26 National Standards for U.S. Community Foundations®
    • Complete an initial review of submissions at the CFNSB offices in Arlington, Va., and reviews of supplemental materials remotely
    • Be responsive and willing to work with CFNSB staff to facilitate the supplemental review process in a timely manner
    • Provide written questions and comments for community foundations in language that is respectful, clear, and concise
    • Follow CFNSB confidentiality and conflict of interest policies  
    • Fulfill their duties successfully in order to receive a stipend of $100 for reaccreditation submissions and $150 for initial submissions

    Additional Requirements to become a National Standards Reviewer:

    • Commit to attending a National Standards Training in Arlington, VA
    • Commit to reviewing at least five submissions 

    In reviewing applicants, the following factors will be considered:

    • Depth and range of experience at a community foundation. Preferred candidates will have expertise in at least one of the functional areas of a community foundation (for example, governance, financial management, communications, programs/grantmaking, resource development, or donor services). Candidates with senior leadership experience and experience working with/on a community foundation’s board of directors will be given preference.
    • Experience working on a National Standards submission. Candidates who demonstrate an understanding of the accreditation requirements and submission process will be given preference.
    • Knowledge of the community foundation field. Candidates should demonstrate their commitment and ability to keep abreast of developments and trends across the community foundation field. Experience working at or with community foundations of different asset sizes, staff resources, organizational service areas (urban, rural, or suburban) is preferred.
    • Diversity. The CFNSB seeks diversity in its many forms, encompassing but not limited to ethnicity, race, gender, sexual orientation and identification, age, economic circumstance, disability, geography, and philosophy.
    • Dedication. Candidates must be dedicated to the values of the National Standards for U.S. Community Foundation® and the integrity of the accreditation process. They should have demonstrated dedication and aptitude for continued professional growth and learning. They should strive to serve the community foundation field and represent the CFNSB with professionalism, dedication, and expertise.

     

    CONTINUE TO APPLICATION

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.

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.

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.