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About us
Meet our team
We bring a passion for progress and deep expertise in social change.
Monitor Institute by Deloitte's multidisciplinary team brings a diverse blend of cross-sector experience, and a balance of analytic capability with sensitivity to the workings of human systems.
Dana O’Donovan
Social Impact and Monitor Institute by Deloitte Leader, US Purpose and DEI Office.
Dana is the Social Impact and Monitor Institute by Deloitte Leader, US Purpose and DEI Office. Her work on issues of social impact strategy and implementation has been published in Stanford Social Innovation Review, The Chronicle of Philanthropy and Fast Company.
Prior to becoming Monitor Institute’s Chief Operating Officer in 2010, she led human assets strategy at Teach For America and started her career as a consultant at Monitor Group.
Dana has served on many nonprofit, foundation and government boards. Currently, she serves on the North Carolina Council for Women, the North Carolina Aquarium Society Board, ADAP Capital Guidance Council, The University of North Carolina’s Kenan Institute Board of Mentors and the Board of DREAMS of Wilmington. Dana graduated from The University of North Carolina–Chapel Hill where she was a Morehead-Cain Scholar.
Joanna Burleson
Managing Director
Joanna works closely with social innovators and their organizations to scale their impact on some of society’s most complex social challenges. She is a leader in Monitor Institute by Deloitte's Adaptive Strategy practice. She has deep expertise in education and workforce development and her work spans across all dimensions of social sector strategy, from visioning and growth planning to developing operating and economic models.
Joanna’s work builds on over a decade of strategic consulting experience across the corporate and social sectors, both in the US and abroad. She began her consulting career with Monitor Group and brings this experience to Monitor Institute by Deloitte, where she helps to tackle some of the most meaningful and important strategic problems facing the social sector today. Prior to her time with Monitor, Joanna worked at Charles River Associates, conducting complex economic and statistical analysis for antitrust litigation. She obtained her B.A. in Economics from the University of California at Berkeley and her MBA from the University of California at Los Angeles. She lives in Boston with her husband and three children.
Kerri Folmer
Managing Director
Kerri advises organizations in the public, private, and social sectors as they strive to find innovative solutions to today's complex social and environmental challenges.
She has over 20 years of experience leading organizations through transformational change, defining and adapting strategy, and developing new business models. Prior to joining Deloitte, Kerri was the chief of staff and strategy at the Gordon and Betty Moore Foundation, which gives her a deep understanding of the unique leadership and operational challenges of foundations and nonprofit organizations. Starting with a degree in psychology (State Diego State University) and graduate degree in business (Santa Clara University), Kerri has long been fascinated by the human will to create change, and its inherent complexities.
Kerri and her two daughters, Toni and Shelby, live in the Bay Area and spend time together cultivating a large family garden, riding horses, and working out together at their favorite boxing gym.
Gabriel Kasper
Managing Director
Gabriel has spent nearly two decades helping leading funders and nonprofits understand the changing context for their work and make sense of what those shifts will mean for both what they do and how they do it. He tracks emerging trends inside and outside the field and translates cutting-edge commercial innovation methods into new approaches for addressing pressing philanthropic and social-sector challenges.
His work with funders at Monitor Institute by Deloitte is grounded in first-hand experience, both as the program officer for philanthropy at the David and Lucile Packard Foundation, where he was responsible for directing how the foundation used its resources to increase the effectiveness of philanthropy as a field, and as a manager of neighborhood programs at a local affiliate of the East Bay Community Foundation. He has more than 15 years of experience as a consultant, providing applied research, program design, and strategic advising services to foundations, nonprofits, corporations, and international agencies.
He is a prolific writer and thinker about the future of philanthropy and new opportunity spaces in the social sector, having co-authored the Monitor Institute by Deloitte publications What's Next for Philanthropy: Acting Bigger and Adapting Better in a Networked World, On the Brink of New Promise: the Future of US Community Foundations, Intentional Innovation, and Working Wikily: Social Change with a Network Mindset. He has also published and spoken widely on topics including social media tools, diversity and identity-based philanthropy, social investing, and foundation collaboration. He is the designer and creator of several innovative tools for improving philanthropic practice, including the Strategy Landscape™ tool for visualizing foundation funding flows and the Foundation Sidecar Funds platform for helping individual donors piggyback on the grantmaking choices of established foundations. He is a Phi Beta Kappa graduate of Wesleyan University and holds a master's in city planning from the University of California at Berkeley, where he was captain of the men's ultimate frisbee team.
Allan Ludgate
Managing Director
Allan has dedicated his career to helping business, non-profit, and government leaders tackle their toughest problems and create impact in a dynamic world. This unifying theme in his work links together a highly diverse client portfolio, spanning grocery retailers, education non-profits, and beer companies. Allan finds his wide-ranging experience a plus, with the most powerful insights often coming from recognizing patterns and solutions that can travel from one domain to another. Within Monitor Institute by Deloitte, Allan leads our "Education Posse," a group of practitioners working to address one of our most vexing challenges–closing the education attainment gap for low-income youth.
Allan's path began with jazz, when he picked up a B.S. in Jazz Studies (magna cum laude) and an M.B.A. in management (1st in class), both from New York University. He is a Wholistic Fitness master student, a lover of Boston sports teams, and the lucky husband of Maria and papa of Lucas and Isaac.
Tracie Neuhaus
Tracie relishes working with passionate and driven leaders to help them develop innovative solutions and blaze new paths for tackling some of society's biggest problems. She draws upon over 15 years of experience working across the for-profit and non-profit sectors, both domestically and abroad. With the Monitor Institute by Deloitte, she advises leaders of foundations and nonprofits on issues related to strategy, growth, and operational effectiveness, with particular experience in the fields of workforce development, youth development, and education.
Tracie has an undergraduate degree from Georgetown University and an MBA from the Wharton School at the University of Pennsylvania. Before joining the Monitor Institute by Deloitte in 2011, Tracie spent several years as part of Monitor Group's commercial practice in Europe, consulting clients in the life sciences and consumer goods sectors. She started her career as a financial analyst, contributing to her interest in organizations operating at the intersection of the business and social sectors. Based in San Francisco, Tracie can be found most often in the mountains—either skiing or hiking—or off discovering a new country, culture, or cuisine.
Core Team