Teton Habitat for Humanity Wyoming in partnership with The Compass Group August 2016-October 2017 After successfully conducting a Feasibility Study to determine how to successfully raise $10 million for housing for families, providing ongoing campaign management services to the organization.
San Diego River Park Foundation January 2017-July 2017 Provide capital campaign management services for a $21.5 million campaign to build a Discovery Center along the San Diego River Park by working side-by-side with the staff and board to identify and cultivate campaign donors as well as train and prepare the board with the tools to re-launch the campaign and make successful solicitations
Nativity Prep Academy April 2017-June 2017 Provide periodic counsel to strengthen the philanthropy office and identify additional prospects for the school
St. Barnabas Senior Services April 2017 Conducted a board workshop focusing on a successful philanthropy program, with an emphasis in major gift fundraising and the role of the board in such an endeavor
Foundation for Grossmont and Cuyamaca Colleges October 2016-March 2017 Conducted a feasibility study to determine how to successfully raise $10 million for an endowment campaign to support student scholarships
The Academy of Our Lady of Peace June 2015-September 2016 Facilitated preparation for the capital campaign in partnership with the advancement department Conducted a development audit to enhance the major gifts program and working with the staff to implement robust fundraising efforts
The Winston School April –July 2016 Conducted a feasibility study to determine how to successfully raise $8 million for a new campus and scholarship fund
Cathedral Catholic High School March –June 2016 Conducted a feasibility study to determine how to successfully raise $60 million for a new theatre, purchase adjoining property and scholarship/endowment fund
Habitat for Humanity of San Diego June-October 2015 Conducted a feasibility study to determine how to successfully raise $6 million to build a 26-home project for veterans
The Nature Conservancy, Colorado Chapterin partnership with The Compass Group September-December 2015 Conducted a planning study to determine how to successfully raise $100 million for the conservation of land, forests, freshwater and global projects
The San Marcos Promise September 2014-September 2015 Completed a board development plan, strategic plan and fundraising plan.
Employment & Community Options Development Audit and Fundraising Counsel June 2013-June 2015 Conducted a development audit to develop a fundraising plan and work with the staff to implement robust fundraising efforts
San Diego Children’s Discovery Museum $3.2 million Capital Campaign March 2013- June 2015 Provided capital campaign management services to the museum to raise $3.2 million to purchase and renovate new museum facility
Elevate Africa October 2014-March 2015 Conducted a development audit and built a fundraising plan to determine the direction of the organization’s programs and how to support them through fundraising
Education Synergy Alliance Development Audit and Fundraising Counsel November 2013- December 2014 Conducted a development audit to determine the capacity of the organization to raise money and build a fundraising plan to implement to start fundraising efforts of raising $1,000,000 per year and then implemented fundraising efforts that achieved this goal
Love Road Horse Sanctuary and Visitor’s Center August –December 2014 Conducted a feasibility study and built a campaign fundraising plan to determine how to successfully raise $10 million to purchase 11,000-acre property in northwestern New Mexico and build a visitor’s center
San Diego County Veterinary Medical Association Board Development March 2014-February 2015 Conducted a board assessment and regular board governance trainings to engage the board members further in their role and responsibilities while gaining a better understanding of board governance and best practices
Professional Liability Agents Professional Liability Agents Network, Organization Audit & Strategic Planning Retreat September-April 2014 Conducted an organizational audit of the organization to reveal the strengths and challenges of the organization in order to prepare for strategic planning. Facilitated the board retreat to create the strategic planning by identifying short- and long-term goals and objectives as well as determining the future vision of the organization
Living Coast Discovery Center (formally Chula Vista Nature Center) May –August 2013 Launched new fundraising efforts in partnership with the executive director, key staff members, board of directors and committee members resulting in $145,000 additional funds raised in 4 months to keep the Center open
February 2009-June 2011 Conducted a development audit to determine if the organization could raise funds after the loss of $1.2 million of their budget from the City. The results of the development audit informed the creation of a fundraising plan to identify new donors and fundraising strategies to raise over $400,000/year in new monies while implementing fundraising initiatives including a mid-year appeal that raised $30,000 (66% increase from previous effort).
Created and implemented a board development plan to reconstitute the new board of directors through identifying and recruiting company CEOs, influential community members and affluent donors. Trained the Board on their role and responsibilities and recruited each member to actively participate in the Board committees.
Conducted a strategic planning process with the new board of directors and staff members to develop the vision for the organization and the overarching goals, objectives and actions for the next five years.
The Child’s Primary School: Admissions Audit May-July 2013 Conducted a comprehensive survey of prospective and current families, to identify the challenges in the admissions process in order to improve family enrollment
FACE Foundation: Board Strategic Planning Retreat May-June 2013 Facilitated the board retreat to identify the strategic planning goals and objectives for the next year as well as determining the vision of the organization. Implemented best practices in board behavior and facilitation
City Heights Partnership for Children Fundraising Plan February-March 2013 Developed a fundraising plan for the new nonprofit organization including identifying major donors and key fundraising initiatives and strategies resulting in $1,500,000 in solicitations
Colorado Rocky Mountain Schools $10 Million Capital Campaignin partnership with The Compass Group January-September 2012 Re-started a stalled campaign by providing campaign management services. Success was found through partnering with board and staff to launch a new geographically-focused initiative that successfully identified, cultivated and solicited alumni as well as current and past parents throughout the United States resulting in six-figure dollar gifts
Alzheimer’s AssociationDevelopment Audit and Fundraising Counsel August 2011-April 2012 Conducted a development audit. Utilizing the results, we restructured development department with new hires, immediately implemented strategy with Gail Vetter Levin (interim executive director) to approach and solicit major donors resulting in new and renewed gifts; worked with Board members to develop and implement cultivation receptions resulting in new donors
City Heights Community Development Corporation Feasibility Study andFundraising Plan October 2011-April 2012 Developed fundraising plan to diversify fundraising efforts resulting in 100% board giving, first-ever year end appeal, inaugural gala and the development of major donor cultivation and solicitation efforts; implemented fundraising plan through Board and staff trainings and hands-on fundraising work
City Heights Community Development Corporation Board Retreat March 2012 Facilitated the fundraising component of the board retreat to develop and approve a board of directors give and get policy. All board members agreed to make a year end donation, sell or purchase four tickets to the gala, confirm at least one auction item in-kind donation, provide at least one lead for a corporate sponsorship and confirm one donation to the Scholarship Fund.
International Community Foundation Board Retreat September 2011 Facilitated a board retreat to discuss the board’s role in implementing the strategic plan and developing board members’ role in fundraising. Through the retreat, members agreed to help the executive director fundraise by: serving on one committee, being an ambassador in the community on behalf of the organization, joining the speaker’s bureau, engaging in the discretionary grant making process, hosting house parties to introduce potential donors to the organization, and creating a Board donor advised fun.
Bozeman Schools Foundation in partnership with The Compass Group August 2011-present Successfully conducted a planning study for a $12 million capital campaign. The results determined that the Foundation needed to conduct the campaign in two phases leading to the successful launch and raising of $2 million to complete phase one that lay the foundation for a for a successful $10 million phase two
Hubbard Foundation Fundraising Plan August-October 2011 Conducted a development audit in order to create a fundraising plan to implement inaugural fundraising efforts including the cultivation and solicitation of major donors, recruitment and engagement of new Board members and their commitment of $2,500 in Board dues, grants, and direct mail appeals
San Diego Foundation Arts & Culture Working Group Retreat August 2011 Facilitated a board retreat to build consensus around the strategic direction of the working group and developed a purpose statement and set of values.
San Diego Architectural Foundation Strategic Plan March -May 2011 Engaged the Board and staff to conduct a thorough strategic planning process that identified a vision, goals, and objectives to improve the organization’s programs, fundraising and board engagement
Carlsbad Village Association Revitalization Partnership Proposal June-July 2011 Successfully engaged the board of directors to write and submit a proposal to the city of Carlsbad to gain funding to develop a Mainstreet Association for Carlsbad
Samaritan Aviation July 2011 Facilitated a board retreat to lead board members in a discussion around their role and responsibilities as the board has transitioned from a working to a governing board, identifying what the Executive Director needed from the Board, and how the board members can help fundraise for the organization.
New Village Arts of Theatre October 2010-January 2011 Conducted a feasibility study to determine if the Theatre could raise $1.5 million.
Greater Golden Hill Community Development Corporation Board Retreat May 2010 Facilitated a board retreat to help board members understand their role as fundraisers and developed a give and get fundraising policy that was approved by the Board members at the retreat.
Behavioral Diabetes Institute August 2006-March 2010 Created a fundraising plan to implement inaugural fundraising efforts resulting in the organization’s budget growing from $0 to $300,000 and increased year end letter revenue by five times over 4 years
Rancho Santa Fe Community Center November-December 2010 Wrote the year-end appeal letter by interviewing youth participants at the Center to create a personal appeal and developed the fundraising strategy behind the letter that included a $10,000 donation challenge match made by the board of directors that resulted in raising $30,000, twice the amount of donations from the previous year
The Arc of San Diego $5M Capital Campaign September 2008-July 2009 Restarted a stalled campaign by providing extensive training to the board members that resulted in members’ actively cultivating and soliciting donors through small receptions
Boys and Girls Club of Southwest County $17M Capital Campaign January 2007-April 2009 Re-started a stalled campaign by engaging staff and key volunteers with a hands-on approach to confirm six- and seven-figure dollar gifts from Pechanga Indian Tribe, Kresge Foundation, W.M. Keck Foundation and Weingart Foundation
Woolly Mammoth Theatre Capital Campaign Feasibility Studyin partnership with The Compass Group January 2008 Conducted a planning study to determine the fundraising initiatives that would maximize this world-renowned theatre’s ability to raise money by working with their unique culture and perspective
Country Montessori School $5M Capital Campaign Feasibility Study and Fundraising Plan August-October 2007 Effectively engaged Board members in the project to lead the campaign with their personal fundraising efforts and giving
Foundation for Women Fundraising Counsel August 2006 to August 2007 Developed fundraising plan to implement strategy to engage major donors resulting in significant gifts
Oak GroveSchool$400,000 Capital Campaign Fundraising Plan June 2007 Engaged staff to build a comprehensive fundraising plan that they could implement step-by-step to successfully cultivate and solicit campaign donors
Junior Achievement of San Diego $5M Capital Campaign September 2004-June 2005 Provided hands-on training with board and staff members, writing of case for support, cultivating potential donors through visiting similar projects resulting in the campaign’s lead gift of $1.5 million
The Linfield School Foundation $5M Capital Campaign March 2003- September 2004 Solicited current and past parents and alumni for gifts resulting in successful gifts and visibility in the local community to gain additional support
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