Andresen is Vice President of Marketing for Network
for Good, the world's largest provider of online donation services
to nonprofits. She develops and executes the charitable giving
portal Network for Good's marketing strategy, including consumer
outreach, media relations, corporate partnerships and nonprofit
Seminar Recording: Standout Marketing
Before joining Network for Good, Katya was Senior Vice President
of Sutton Group, a marketing and communications firm supporting
non-profits, government agencies, and foundations working for the
social good. She has also served as a marketing consultant overseas,
promoting causes ranging from civil society in Ukraine to ecotourism
in Madagascar. She also worked for CARE International.
Fundraising Success Magazine named Katya Fundraising Professional of the
Year in 2007. She has
trained hundreds of causes in effective marketing and media relations,
and her marketing materials for nonprofits have won national and
Katya is the author of the book, Robin Hood
Marketing: Stealing Corporate Savvy to Sell Just Causes (Jossey-Bass,
2006) and was featured in the ebook, Nine Minds of Marketing. She
is also author of a chapter in the upcoming book, People to People
Fundraising (Wiley, 2007).
Katya traces her passion for good causes to the enormous social
need she witnessed as a journalist prior to her work in the non-profit
sector. She was a foreign correspondent for Reuters News and Television
in Asia and for Associated Press, the San Francisco Chronicle and
the Dallas Morning News in Africa. She has a bachelor's degree
in history from Haverford College.
has extensive experience as a marketing and resource development
professional. He has recently been named President and COO of Charity
Partners LLC in Boston, Massachusetts. Charity Partners is a new
company dedicated to providing innovative fundraising solutions for respected
charities throughout the U.S. and the world. Its first platform
is called Tickets for Charity.
Seminar Recording: Corporate
Appeals - Creating A For Profit Mentality
Prior to his current position, Aschermann was Senior Vice President
of Resource Development and Marketing for Boys & Girls Clubs of America.
In that position he created systems and programs to stabilize the organization’s
fund raising operation while dramatically increasing the overall donor
base and diversifying the methods used to raise money. In
1990 BGCA raised and spent approximately $280 million.
In 2002 that number was $1.2 billion.
Kurt has been a teacher, worked in government/politics and for March
of Dimes; he also has consulted to various for-profit
and non-profit groups. He is a well-known speaker and
lecturer on nonprofit/for-profit relations, and board
development, and has authored several articles about
the changing donor environment and new economic realties of non-profit
management. He was a recent recipient of the Ellis Island Medal of Honor.
Boyd, is Director of Development with the Dayton Philharmonic
Symphony. Formerly, as Senior
Managing Director of David
Valinsky Associates, she provided counsel on bequest giving,
capital campaign management,
case for support development,
annual appeal efforts, and campaign
feasibility studies for local,
regional and national nonprofit
organizations spanning the health
and human services, performing
arts, religious and social service
sectors. Her career experience
includes overseeing development
efforts for a nationally accredited,
private, non-profit community
Seminar Recording: How
To Launch Your Bequests Program
her professional and volunteer
experiences, Melanie has been fortunate to work alongside dedicated
professionals, tireless volunteers, and generous donors who share
her commitment to and passion for serving others. As co-author
of The Mercifully Brief, Real World Guide to Raising Money Through
Bequests, she clearly recognizes the critical role planned giving
plays in even the smallest of development offices.
Curtis Cannon, is an attorney practicing in the San
Diego, California area. He is
a veteran of nonprofit legal counsel, advising
nonprofits on all issues of compliance
with Federal and State reporting
requirements, fundraising laws
and regulations, including State
charity registration laws, and
the IRS revised Form 990.
clients on the formation of Nonprofit
corporations, both public benefit
and mutual benefit, private foundations
and public charities, as well
as other nonprofit legal entities
such as unincorporated voluntary
associations. He has counseled clients
regarding choice of entity, corporate
governance, the rights and duties
of officers, directors, and group
members. He advises on and prepares
501(c)(3) and other applications
for tax exempt status under Federal
and State tax codes. Gary is a partner in Affinity
Fundraising Registration Services for Nonprofits. For more information, visit his web site at GaryCurtisCannon.com
Seminar Recording: State
Registration Requirements for Nonprofit Fundraising - FREE
May Damen, CFP, CLU, ChFC, CDFA is President and Founder of the Institute
For Women and Wealth in Palm City, Florida. She expresses a unique and
passionate perspective on Women and Philanthropy.
Seminar Recording: Boomer
Women And The New Rules For Fundraising
Margaret May is a frequent keynote
speaker at conferences and workshop leader on topics of empowering women to
fulfill their wealth legacy abundantly. Recent presentations include
2006 and 2007 International AFP and 2005 and 2006 National Committee on Planned
Giving Conferences and the 2007 Association for Healthcare Philanthropy International
Margaret May is a graduate of Boston University.
Her 40-year career in fundraising, financial planning and philanthropic consulting
began in the late 1960s as a vice president for development at Boston University
and as a purlic relations director for the College of Fine Arts. Her career
includes work in the corporate world as Senior Financial Advisor for 18 years
with American Express Financial Adviosors where she specialized in philanthropic
estate planning for women. She is listed in "Who's Who in Finance in America,"
a past president of the Treasure Coast Planned Giving Council and served as
an instructor in investment and finance at Florida Atlantic University's continuing
A. Clarke is a fundraising consultant, trainer, author and
“recovering lawyer.” She
wrote Storytelling for Grantseekers: The Guide to Creative
Nonprofit Fundraising (Jossey Bass, 2001) and co-authored
(with Susan Fox) Grant Proposal Makeover: Transform
Your Request from No to Yes (Jossey Bass, 2007). Clarke
works with a wide range of nonprofit organizations,
primarily in California. She
also regularly teaches workshops in fundraising techniques
and grantwriting both locally and nationally. She is a featured
trainer at CompassPoint Nonprofit Services, and has
co-moderated the highly regarded “Reality
workshops throughout Northern California. Clarke was a presenter
at the 2006 and 2007 AFP International Conferences
and the 2006 American Association of Grant Professionals
Seminar Recording: Get
Your Grant With A Proposal Makeover
Prior to establishing her consulting practice in 1995, Cheryl held senior
development positions at The Marine Mammal Center, the
University of California – San
Francisco and the University of San Francisco School
of Law. She
has a Bachelor of Science of Journalism from Northwestern
University and a law degree from the University of San
Francisco School of Law. Clarke
is a member of the Association of Fundraising Professionals
and served as the Golden Gate Chapter’s Vice President for Education
for two years and as a board member for three years. In
her free time, Clarke writes short fiction and has been
published in several literary magazines, including Potpourri
and Bust Out Stories.
Her professional website is www.CherylAClarke.com
Cook, ACFRE operates her own business (PamelaCook.com)
in which she has conducted nonprofit searches for development and management
staff since 2000 and has more than twenty years experience in corporate
community relations and nonprofit fundraising.
Seminar Recordings: Giving
Pamela has more than twenty years experience in corporate community relations
and nonprofit fundraising.
Pam was 2000 and 2001 president of the board of the Golden Gate Chapter
of the Association of Fundraising Professionals. She serves on the
Board of the SEMI Foundation and on the West Coast Regional Advisory Board
of the Institute of International Education. She also served on the
board of the Fulbright Association and was a Big Sister for fourteen years.
A graduate of Duke University (BA), University of Virginia (MA), and a
Fulbright Scholar at the Australian National University, Pam received a
certificate in corporate community relations from Boston College. She
has also completed the Stanford University Management Development Program,
the Stanford Advanced Management College, the Coro Community Leaders Program,
and the Environmental Forum of Marin.
Pam is a Certified Fund Raising Executive and is a registered Fundraising
Counsel with the State of California. She was named as the 2003 Hank
Rosso Outstanding Fundraising Executive by the Golden Gate Chapter of the
Association of Fundraising Executives and Northern California Grantmakers.
Eggett, CPA is
Tax Senior Manager at
Dori Eggett is a senior manager in the tax service
area and has been involved in public accounting since
1987. Her areas of special expertise include tax
planning and compliance for nonprofit organizations,
as well as individuals, closely held business entities,
partnerships and trusts.
She is affiliated with professional organizations including the American Institute
of Certified Public Accountants; the Colorado Society of Certified Public Accountants;
Board member of The Denver Post Community Foundation; and member of the Finance
Committee of the of Colorado Nonprofit Association.
Flattery is Director of Development Cardiovascular
Services at the University of Kansas Hospital.
Seminar Recording: How
To Ask For And Get A Big Gift
Kevin served as Director of Institutional Advancement St.
Teresa’s Academy, Kansas City, MO
for 10 years beginning in 2008. There he was responsible
for the design and execution of all aspects of advancement
for one of the oldest and largest private, Catholic,
secondary schools for girls in the Midwest. He oversaw
strategic planning, admissions, marketing, public
relations, major gifts, capital campaign, annual
giving, planned giving, endowment growth, corporate
and foundation relations and special event fund raising.
In 2006 Kevin completed a successful $14
million capital campaign that included the development
of the largest community school of the arts in Kansas
City. This was followed by a $10 million endowment
A veteran of the nonprofit sector Kevin has extensive
experience with face-to-face gift solicitation. The
early years of his career were spent in health care
administration. Kevin is also the coordinator for
Solutions where he has applied
his extensive experience developing business plans
to the nonprofit sector.
Fox, CFRE has worked as an independent
fundraising consultant to non-profit organizations
since 1980 and has held the designation of Certified
Fund Raising Executive since 1995. She specializes
in providing training for clients in major gifts,
annual fund, capital and planned giving campaigns.
She also provides services in grantwriting, appeal
letter writing and general fundraising strategies.
Recent clients include healthcare and sevice organizations.
Seminar Recording: Get
Your Grant With A Proposal Makeover
Based in San Francisco, Susan frequently leads workshops
on fundraising throughout the United States and Mexico
and has been an instructor at UC Berkeley Extension,
the University of San Francisco and the University
of Montana. She is a regular instructor at CompassPoint
Nonprofit Services and co-authored the curriculum for
CompassPoint’s two-day course on "Writing
Successful Grant Proposals." Together with her
colleague Cheryl A. Clarke, Susan organizes and moderates
successful Reality Grantmaking workshops at several
Bay Area conferences. The two have also written a book
proposal writing. Grant Proposal Makeover: Transform
Your Request from No to Yes was published released
recently by Jossey-Bass.
Associated with RBSCo since 1996, Linda Garrison has been a fund raising and public relations consultant since the late 1980s. She has worked with dozens of non-profits, including hospitals, health organizations, colleges, churches and other faith-based institutions, human service providers, associations and arts organizations, providing counsel and direct services.
Seminar Recording: Weather
During her award-winning public relations career, she
worked on both the West Coast and in Colorado. A graduate
of The Metropolitan State College of Denver with a bachelor's
degree in Journalism, Linda has taken continued professional
education at several universities and was accredited by
the Public Relations Society of America in 1993.
Kay Sprinkel Grace, CFRE, is a San Francisco-based organizational
consultant, providing workshops and consultation to
local, regional, national and international organizations in
strategic planning, case and board development, staff development,
and other issues related to leadership of the fund raising process.
From 2004 through 2006 she has served as principal external consultant
to the Corporation for Public Broadcasting’s Major Giving
Initiative in which 114 public television licensees participate.
The Relationship And The Money Will Come
AAA Gifts From a AAA Board
Kay speaks nationally at a variety of conferences including
AFP, AHP and DMA. In recent years she has been a featured presenter
at the Fundraising Institute Australia in Canberra, the Swedish
Fundraising Council in Stockholm and the International Fund Raising
Conference (and will be again in 2006) in The Netherlands, and
in 2005 she was a presenter at the AFP Toronto Congress. She was
honored as "Outstanding Fund Raising Executive" by the
Golden Gate Chapter of the National Society of Fund Raising Executives
(now AFP) in 1992.
The author of five books, most recently, Fundraising
Mistakes That Bedevil All Boards, 2004, you'll learn more about Kay
at her website transforming-philanthropy.org
Margaret Guellich, MBA, CFRE, has
over 30 years of fund raising experience. Currently she is Director of Major
Gifts and Planned Giving for the Diocese of Metuchen (NJ). Previously Margaret
led Catholic Relief Services direct response program managing more than
$55 million annually.
Seminar Recording: ReKindle
Your Annual Fund Spark
Margaret’s background includes development audits, planning and feasibility studies, management of comprehensive development programs, capital campaigns, major gift development and cultivation, direct response/ annual funds, board development and seminars.
She is the Fund Raising Executive of the Year 2000 for Greater Washington
DC Chapter of AFP and was named the Women’s Direct Response Group’s 2000 Woman of the Year. In 2001, she was selected as one of the twelve ‘Most Powerful Women in Direct Marketing’ by the Non-Profit Times.
Margaret is an internationally known conference speaker presenting for organizations like the National Catholic Development Conference, Catholic Charities USA, the Association of Fund Raising Professionals, and the Direct Marketing Association. She was president of the Greater Washington DC Chapter of AFP Chapter and was a member of the AFP Foundation for Philanthropy Board. Currently Margaret is a member of AFP’s Leadership Society and serves on several committees.
In 2001 Margaret wrote “Reviving Your Donor File” part of AFP’s Ready Reference Series. In addition, she has written numerous articles for the Non-Profit Times, the DM News, Target Marketing and FundRaising Success Magazines.
Marcy Heim, CFRE, is widely recognized as an excellent and entertaining presenter.
She combines her experience with a large, public research university, a small
independent school and a variety of clients into thoughtful workshops, seminars
Expectations For Managing Major Gifts
I Can't Thank You Enough
Upcoming Live Seminar: Overcome Your Fear of Asking
Marcy’s teaching reflects over twenty years of first hand experience.
She served as
the Senior Director of Development for the University of Wisconsin Foundation
where she managed constituency development staff and programs for the College
of Agricultural and Life Sciences. Her unit experienced twenty-fold giving
growth and completed a $50,000,000 campaign under her leadership. In addition,
Marcy coordinated the regional development efforts for the UW-Madison in the
Pacific Northwest for 10 years.
In 2007, Marcy was presented the CASE Steuben Apple Award for Excellence in
Teaching. She’s been a featured speaker at many regional AFP conferences and
the International Association of Fundraising Professionals Conferences. Marcy
was recognized with the AFP Greater Madison Chapter’s Outstanding Fundraising
Professional and the Professional Achievement award from the National Agriculture
Alumni and Development Association (NAADA). She also served as NAADA National
President and is a graduate of Leadership Greater Madison. Marcy invests time
back into her community as a pro-bono development consultant with the United
Way of Dane County and through work with local arts organizations and service
Marcy’s practice, Artful Asker
LLC, focuses on board, faculty and staff development,
motivation and training, feasibility studies/development audits, strategic
planning and campaign development and management. Her clients include hospital
foundations, agricultural foundations, small to medium non-profits and higher
F. Hobson, MCP, is President of Hobson
Renaissance Solutions LLC, founded
in 1984. Through his firm he provides organizational consulting
and technology services to nonprofit organizations of all sizes
and type, with an emphasis on Educational Institutions, Arts
and Cultural Organizations as well as Businesses that serve the
Education/ Philanthropic marketplace. A true renaissance man,
Mr. Hobson is a composer of both music and software, a performer
on the consulting and concert stage as well as a product marketing
and audience development specialist. He
would be quick to tell you that all of these disciplines are
really the same thing.
Mr. Hobson has served as Vice President of Institutional Advancement
for Thomas More College, Educational Technology Product Manager for the
Baldwin Piano and Organ Company and Product Manager for Institutional
Advancement software at CARS Information Systems (now Jenzabar, Inc.)
Among his achievements, he led the development and marketing of digital
keyboard lab systems for K-12 schools, designed a new generation of Fundraising
applications for Higher Education administrative database systems and
achieved major growth and diversification of the funding base at Thomas
Mr. Hobson is a Microsoft Certified Professional (MCP) with
the Small Business Specialist designation. He holds a Master of Music degree
in Composition from the Shepherd School of Music of Rice University and
a Bachelor of Music with a double major in Composition and Flute Performance
from the College-Conservatory of Music of the University of Cincinnati.
John M. Hoskins,
CFE, is Senior National Philanthropic Advisor for the Saint
Francis Community Services. Saint Francis is a child welfare agency based in Kansas and serving
2,000 children in Kansas, Mississippi, and California.
Seminar Recording: Start
Your Planned Giving Program Right
John has over 30 years experience in the planned giving and fundraising
field. He has worked for the Presbyterian Church (USA) Foundation and the
National Benevolent Association. Prior to joining Saint Francis in 2001,
he served as planned giving officer of Saint John’s Cathedral in Denver,
Colorado from 1993-2001.
John is a Certified Direct Marketer (CDM), a Fellow in Church Business
Administration (FCBA), and a Certified Financial Educator (CFE). In demand
as a speaker, John brings a wealth of knowledge and experience to seminar
Immordino is the President of the Golf
Tournament Association of America. Author of How
to Produce a Successful Golf Tournament,
Phil has been involved in the golf industry of over 15 years.
He has served as Tournament Director for hundreds of golf tournaments.
Currently Phil travels the country giving seminars on, “Selling
Golf Tournaments”, “How to Produce a Successful Golf Tournament” and “Recruiting
and Motivating Volunteers”. Phil consults with nonprofit organizations
to help them found or improve their fundraising tournaments.
He also works with golf courses, manufacturers, suppliers, distributors,
golf tournament directors, golf instructors and golf course designers,
assisting them in working with nonprofits.
How To Hold A Successful Fundraising
CFRE has twenty years of executive experience with large organizations
and projects. Her experience in the non-profit field includes staff positions
with Oregon Health Sciences University Foundation, Doernbecher
Hospital Foundation, Rogue Valley Medical Center Foundation, The
Osmond Family Foundation/ Children’s
Miracle Network. She served as Executive Director of
the Wenatchee Valley College Foundation, and six years as Director
of Institutional Advancement for Southern Oregon University and
Executive Director of the SOU Foundation.
Through her firm, James Consulting,
Inc., Ms. James specializes in marketing
and public relations, capital campaign counsel, feasibility/planning
studies, development audits, planned giving programs and strategic
campaign projects have included the Three Rivers Hospital in Grants
Pass, the Lithia Motors Amphitheater at the Jackson County Fairgrounds
and she is currently working on the 132-acre regional Sports
and Community Park for the City of Medford. She is a frequent conference
presenter on varied topics from marketing to planned giving programs.
Lee, President of Affinity
Resources LLC, is both a Certified Fund
Raising Executive and a Webmaster. He specializes in Internet Communications – in
the opportunities and challenges of marketing and fundraising online.
That Raise $$
Tips For Challenging Times
State Registration Requirements
for Nonprofit Fundraising - FREE
Fundraising On A Tight Budget
Is A Development Audit & Will
It Help? - FREE
How To Ask
For And Get A Big Gift
Marc not only consults on fundraising, website design, and email
and Internet marketing strategy, he is a practitioner. His extensive
hands-on experience includes work on over 80 websites: creating
database driven web sites, designing and executing Email Campaigns,
Optimizing for Search Engines and setting up eCommerce and Online
Donation applications. Marc is President of Affinity Fundraising
Registration Services for Nonprofits.
Marc is a sought after speaker and workshop leader in the areas
of Fundraising and the Internet with recent presentations at: AFP
International, CASE-NAIS, Mid-America Fundraising Conference, Regional
AFPs, Regional ALDE, Philanthropy Day, and University of Nebraska
Continuing Education. He is the creator of the capital
campaign assessment tool, CampaignReadiness.com
Lysakowski, ACFRE is one of fewer than 100 people worldwide to
hold the Advanced Certified Fundraising Executive designation.
To Obtain Gifts From Your Local Business Community
7 Things To Know About
Your Capital Campaign
You Need A Development
Effective Use of Fundraising
The President and CEO of Capital
Venture, Linda was named Eastern
Fundraising Executive of the Year” in
2001, Linda received this same honor from the Las Vegas Chapter
in 2004. In April 2006 she received the Barbara Marion Award for
Outstanding Service to AFP. A magna cum laude graduate of Alvernia
College, Linda is also a graduate of AFP’s Faculty Training Academy.
Linda has managed capital campaigns ranging in size from $175,000
to over $12,000,000, helped hundreds of organizations start or
improve their development programs, and has trained more than
10,000 professionals and volunteers in areas of fundraising and
A featured speaker Linda is the author of The Development Plan (Wiley & Sons, 2007) and Recruiting
and Training Fundraising Volunteers, (Wiley & Sons, 2005). She
is a contributing author to The Fundraising Feasibility
Not About the Money, edited by Martin Novom, (Wiley & Sons,
McLeod Grant is co-author
of the highly acclaimed Forces For
Good (Jossey-Bass, 2008).
She an advisor to the Center for Social Innovation at Stanford
Graduate School of Business, the Center for the Advancement
of Social Entrepreneurship at Duke University’s
Fuqua School of Business, and to leading nonprofits and foundations.
Seminar Recording: Fundraising
In High Impact Nonprofits
Heather is a former McKinsey & Company consultant and a co-founder
of Who Cares, a national magazine for young social entrepreneurs
published from 1993-1999. Heather has more than fifteen years
of experience in the social sector, and consults with leading
philanthropic and nonprofit institutions. She has lectured
at Stanford, and presented at industry conferences on social
entrepreneurship, nonprofit leadership, youth engagement, and
Heather has been published in the New York
Times, Inc., the American Prospect, and Alliance, and has appeared
on CNN and NPR. Heather serves on the Advisory Boards of the
Stanford Social Innovation Review and the National Civic League.
She holds an MBA from Stanford University and an AB from Harvard
University, and resides in the Bay Area with her husband and
Richard McPherson helps non-profit organizations increase public support
through direct marketing, online communications and training. He founded
Philadelphia-based McPherson Associates in 1984, providing communications
and fundraising services to the American Red Cross, The Carter Center,
major U.S. universities and libraries, the Public Broadcasting Service
and National Public Radio, children’s hospitals, women’s rights
advocates and conservation organizations.
Seminar Recording: New
Trends In Digital Giving
In 2003 Mr. McPherson’s firm joined the London-based Management
Centre as U.S. partner for its international network supporting NGOs and
government agencies worldwide. His international clients have included
the United Nations Environment for Europe Program (Geneva), Mama Cash (Amsterdam),
Boys Town South Africa and the American University in Bulgaria, one of
the first Western-style universities created in Eastern Europe after the
fall of communism.
Mr. McPherson has served as fundraising advisor to the late Mrs. Martin
Luther King, Jr., and to former President Jimmy Carter.
He has conducted fundraising training programs for the Direct
Marketing Association’s Nonprofit Federation (New York), the International
Fundraising Congress (Amsterdam), The National Trust for Historic Preservation
(Washington), and the Women’s Funding Network (San Francisco). He
is a popular webinar trainer for associations and fundraising magazines.
Mr. McPherson holds an honors degree from New York University
where he currently serves on the faculty of the George H. Heyman, Jr., Center
for Philanthropy and Fundraising. He is a member of the Advisory Board of
Convio, America’s largest provider of online technology services to
the voluntary sector. He is the author of Digital Giving: How Technology
is Changing Charity (June 2007, from iUniverse, a Barnes & Noble company),
acclaimed by reviewers in the US, the UK and the Netherlands.
Renz, Ph.D., is the Director of the Midwest
Center for Nonprofit Leadership in the Henry W. Bloch School of Business
and Public Administration, at the University of Missouri-Kansas
Seminar Recording: The
Changing Face of Board & Staff Accountability
Dr. Renz teaches and conducts research on nonprofit and public
service leadership and governance, and he helps organizations develop
programs to strengthen quality, innovation, and effectiveness.
Much of Renz's work focuses on helping organizations and communities
design and successfully implement major change and development
initiatives. Renz's research interests are in the areas of nonprofit
and public service organization effectiveness, governance, and
innovation in public service management and leadership.
is regularly published in both scholarly and practitioner publications,
including Nonprofit Management and Leadership, The Nonprofit Quarterly,
The Nonprofit CEO Newsletter, Strategic Governance, Leadership
Quest, Public Productivity and Management Review, The Bioethics
Forum, American Review of Public Administration, and Nonprofit
and Voluntary Sector Quarterly.
Ross is Director of the Management
Centre, Europe’s leading
consultancy and training organisation working solely for value driven
Seminar Recording: Asking
For Gifts - The Power Of Influence
Bernard has an unusual specialty -- teaching people how to ask for money
over meals! Recent successes include coaching the President of
wife to ask for $5M during a formal lunch, helping public television
specialists in the US to secure $4M in foundation funds while
working a buffet, and coaching a Scottish lawyer to ask JK Rowling
His areas of expertise are strategic thinking, change leadership and
organisational transformation. He specialises in developing strategic
capacity with senior teams and boards. He also acts as a personal coach
to a number of CEOs of large NGOs and INGOs.
He has worked for over 20 years with not-for-profit organisations helping
them transform their performance. His customers include most of the major
UK charities and many leading INGOs – ranging from Oxfam to UNICEF
and WHO to Save the Children.
His work has taken him to every continent and almost 30 countries. Among
his recent projects are:
- guiding the strategic planning approach and change process
for Amnesty International’s worldwide post 9/11
- advising UNHCR Italy on how to triple their income from private donors
in just two years
- facilitating a major review of the US Public Broadcasting Service
in terms of how to develop new business models to reflect changing demographics.
- Developing strategic planning materials for UNAIDS designed to help
tackle the AIDS pandemic
He co-authored Breakthrough Thinking for Non-Profit Organisations with
Clare Segal (Jossey-Bass 2002). His new book, The Power of Influence
in Fundraising (Wiley
& Sons, 2007) will be in print in time for his Seminar.
lecturer, teacher and fundraising consultant, Jerry
F. Smith founded the J.F. Smith
Group in 1991. Following a successful
development career as Executive Director of Alumni and Development
at Auburn University, Smith was asked to speak to the board of a large
Christian school in Birmingham, to offer advice with regard to a possible
capital campaign. At the end of the board meeting, Smith was asked if
he would take the job.
Seminar Recording: Major
Gifts SuCCCess Is Spelled With 3 Cs
Since then, the J.F. Smith Group has conducted feasibility studies
and capital campaigns across the country. Significantly, the
company has conducted two and three campaign for many of its
clients. Smith is a popular and respected convention presenter.
He has conducted seminars on an assortment of fundraising topics
both here in the United States, for CASE, ACSI, Blackbaud, AFP, NAADD,
and in Germany for the Catholic Fundraising Institute.
Stirling, works out of San Francisco and has been in the resource
development field since 1981. She helped found both Cardaronella
Stirling Associates and International
Advancement Counsel (NAC).
Seminar Recording: Giving
Building a practice primarily in the West, Patricia has earned a reputation
as a highly regarded campaign strategist, teacher and lecturer on creating
campaign plans and infrastructures that help insure an institution’s
success in their campaigns.
Active in professional organizations, Patricia has served on a number
of boards including the Association of Philanthropic Counsel (APC); Vice
President of the AFP Golden Gate Chapter; elected member to the American
Association of Fund Raising Counsel (AAFRC), and former Vice-Chair of the
Committee for Women and Minorities of (CASE).
Patricia received her Bachelor of Arts degree in History with honors from
the University of Massachusetts at Amherst, and has attended the highly
regarded Institute for Nonprofit Consulting (a Packard Foundation initiative.)
She has been a guest speaker and faculty member at conferences and seminars
for CASE, AFP, Stanford University, Golden Gate University, American Association
of Medical Colleges, National Catholic Education Association, Development
Executives Roundtable, Alumnae Resources, Western Alliance of Arts Administrators
Foundation, and the Peninsula Community Foundation. In addition, she has
had a number of articles published on fundraising management.
Valinsky, CAP©, is the founder of David
Valinsky Associates, a fundraising consulting firm that works with nonprofit
organizations across the country to conduct planned giving efforts,
feasibility studies, capital campaigns, and strategic development
planning. With 25 years of fundraising experience, David has
worked with many dynamic philanthropic institutions and causes in
developing some of their most successful fundraising programs and
capital campaigns to-date. He is the co-author of The Mercifully
Brief, Real World Guide to Raising Money Through Bequests.
Seminar Recording: How
To Launch Your Bequests Program
David’s good humor and down-to-earth approach to the seemingly complicated
topic of planned giving have made him a welcome presenter on this often
overlooked opportunity for development professionals and their donors.
He was a recent presenter at the Association of Healthcare Professionals
International Conference and the JCCs of North America Professional Conference. David
received the Chartered Advisor in Philanthropy© professional designation
from the American College.
Prior to founding the firm in 1998, he served in both national
and regional senior development roles with the Franciscan Sisters of the
Poor Foundation, a national Catholic health care organization with facilities
in six states. One of his most meaningful experiences was serving as the
lead adjunct consultant in fundraising for US AID in a three year partnership
with several recovering cities in Croatia.
Vincent, MBA, CFRE is the founder of Effective
Fundraising Management, a fundraising
consulting firm in Colorado Springs, CO. She has over
seventeen years of fundraising experience in Boston, Denver
and Colorado Springs. A graduate of
the University of Denver, with an MBA in Public/Nonprofit Management
from Boston University, Ms. Vincent is a specialist in the
area of fundraising administration, including planning and
prospect research. She has attended the National Planned Giving
Institute and has been a Certified Fund Raising Executive since
Budgeting and Planning For Fundraising
- Best Practices
Managing Prospect Research Strategy
Ms. Vincent was the founding president of AFP Southern
Colorado, and is an active member of the Association of Professional
Researchers for Advancement’s
Colorado chapter. A sought after trainer, she is a frequent
lecturer in the area of fundraising, has served as adjunct
faculty for the Gill Foundation and the Gay & Lesbian
Fund for Colorado, and is an associate of the Center for Nonprofit