AFP Golden Gate 2016-2017 Consultants Directory

AFPGoldenGate2016-2017ConsultantsDirectory

www.afpgoldengate.org

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IndexbyTopic

AnnualFund..........................................................................................4,10,13,14,21,28,32

CapitalCampaigns.....................................................8,11,12,18,20,21,22,23,29,30,31,32

CorporateSponsorship...........................................................................................................6

DevelopmentAudits........................................................................8,11,17,18,20,23,30,31

DevelopmentCoaching....................................................................................5,12,19,20,27

DevelopmentTechnology................................................................................................25,28

DirectMail............................................................................................................................24

DonorResearch/ProspectID.................................................................................................19

EndowmentDevelopment.....................................................................................................24

ExecutiveSearch/Recruitment..............................................................................................16

FeasibilityStudies............................................................................8,12,21,22,23,24,30,31

Foundations................................................................................................................6,14,15

FullService................................................................................................................10,17,30

FundDevelopment............................................................................................................7,15

FundraisingCounsel.................................................................4,7,8,12,14,17,19,22,23,27

FundraisingStrategy....................................................................................................5,13,29

GrantWriting..........................................................................................4,6,14,15,19,22,32

Interim/TemporaryStaffing........................................................................................6,15,17

MajorGifts............................................................................................7,11,18,20,21,29,31

ManagementConsulting.................................................................................................25,27

PhilanthropicAdvising.....................................................................................................24,27

PlannedGiving.......................................................................................................................9

SpecialEventsPlanning&Management................................................................................13

StaffTraining/BoardDevelopment&Training..............................................4,5,11,18,29,32

StrategicPlanning/Management..............................................................................5,7,13,25

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IndexbyConsultantFirstNameAntoinetteDoyle..............................................................................................................................4BelindaLyons-Newman,MBA..........................................................................................................5CecilyHarris,MBA............................................................................................................................6ChristineJeffers,CFRE......................................................................................................................7CraigHightower...............................................................................................................................8GregLassonde..................................................................................................................................9JackAlotto,CFRE............................................................................................................................10JulianaVerSteeg,CFRE..................................................................................................................11KatherineM.Bella,CFRE................................................................................................................12KendraChao,MPA……………………………………………………………………………………………………………………….13KerryBeuthin,CFRE........................................................................................................................14LauraJason,CFRE...........................................................................................................................15LeynaBernstein..............................................................................................................................16LillianArcher..................................................................................................................................17MarianneBriscoePh.D.,ACFRE......................................................................................................18MarieBeichert...............................................................................................................................19MarieFox.......................................................................................................................................20MarjorieWinkler,ACFRE................................................................................................................21MarySchmidt.................................................................................................................................22PatriciaL.Stirling...........................................................................................................................23PhyllisCook....................................................................................................................................24RobertWeiner................................................................................................................................25RoseLester.....................................................................................................................................26StacyLeeGardner..........................................................................................................................27SteveBerley...................................................................................................................................28SteveGlavan,CFRE.........................................................................................................................29SusanCarsen..................................................................................................................................30SuzanneIrwin-Wells.......................................................................................................................31TheresaNelson,MBA,CFRE........................................................................................................... 32ZekeWeiner,CFRE.........................................................................................................................33

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TopicswithConsultantsbyFirstNameAnnualFund AntoinetteDoyle;JackAlotto,CFRE;KendraChao,MPA;

KerryBeuthin,CFRE;MarjorieWinkler,ACFRE;SteveBerley;ZekeWeiner,CFRE

CapitalCampaigns CraigHightower;JulianaVerSteeg,CFRE:KatherineM.Bella,CFRE;MarianneBriscoePh.D.,ACFRE;MarieFox;MarjorieWinkler,ACFRE;MarySchmidt;PatriciaL.Stirling;SteveGlavan,CFRE;SusanCarsen;SuzanneIrwin-Wells;ZekeWeiner,CFRE

CorporateSponsorship CecilyHarris,MBA:MarianneBriscoePh.D.,ACFRE

DevelopmentAudits CraigHightower;JulianaVerSteeg,CFRE:LillianArcher;MarieFox;PatriciaL.Stirling;SusanCarsen;SuzanneIrwin-Wells

DevelopmentCoaching BelindaLyons-Newman,MBA;KatherineM.Bella,CFRE;MarieBeichert;MarieFox;StacyLeeGardner

DevelopmentTechnology RobertWeiner;SteveBerley

DirectMail PhyllisCook

DonorResearch/PropsectID MarieBeichert

EndowmentDevelopment PhyllisCook

ExecutiveSearch/Recruitment LeynaBernstein

FeasibilityStudies CraigHightower;KatherineM.Bella,CFRE;MarjorieWinkler,ACFRE;MarySchmidt;PatriciaL.Stirling;PhyllisCook;SusanCarsen;SuzanneIrwin-Wells

Foundations CecilyHarris,MBA:KerryBeuthin,CFRE;LauraJason,CFRE

FullService JackAlotto,CFRE;LillianArcher;RoseLester;SusanCarsen

FundDevelopment ChristineJeffers,CFRE;LauraJason,CFRE

FundraisingCounsel AntoinetteDoyle;ChristineJeffers,CFRE;CraigHightower;KatherineM.Bella,CFRE;KerryBeuthin,CFRE;LillianArcher;MarieBeichert;MarieFox;MarySchmidt;PatriciaL.Stirling;StacyLeeGardener

FundraisingStrategy BelindaLyons-Newman,MBA;KendraChao,MPA;SteveGlavan,CFRE

GrantWriting AntoinetteDoyle;CecilyHarria,MBA:KerryBeuthin,CFRE;LauraJason,CFRE;MarieBeichert;MarySchmidt;ZekeWeiner,CFRE

Interim/TemporaryStaffing CecilyHarris,MBA:LauraJason,CFRE;LillianArcher

MajorGifts ChristineJeffers,CFRE;JulianaVerSteeg,CFRE:MarianneBriscoePh.D.,ACFRE;MarieFox;MarjorieWinkler,ACFRE;SteveGlavan,CFRE;SuzanneIrwin-Wells

ManagementConsulting RobertWeiner;StacyLeeGardener

PhilanthropicAdvising PhyllisCook;StacyLeeGardener

PlannedGiving GregLassonde

SpecialEventsPlanning&Management

KendraChao,MPA

StaffTraining/BoardDevelopment&Training

AntoinetteDoyle;BelindaLyons-Newman,MBA;JulianaVerSteeg,CFRE:MarianneBriscoePh.D.,ACFRE;SteveGlavan,CFRE;ZekeWeiner,CFRE

StrategicPlanning/Management

BelindaLyons-Newman,MBA;ChristineJeffers,CFRE;KendraChao,MPA;RobertWeiner

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AntoinetteDoyleAntoinetteDoyleConsulting1821FifthAvenue#324CSanRafael,CA94901(415)[email protected]://www.linkedin.com/in/toni-doyle-5082247ThroughAntoinetteDoyleConsultingIoffermorethan25yearsofgeneralfundraisingexperienceintheareasofhealthcare,education,historicpreservation,socialservices,faith-basedcharitiesandtheenvironment.Since2001Ihavefocusedmyworkonfoundationrelations,providinggrantmanagement,prospectresearch,grantwriting,programdevelopment,reportingandevaluation.

AnnualFundGrantWriting

FundraisingCounselStaffTraining/BoardDevelopment&Training

PartialClientList:IntegratedCommunityServices,ChaparralHouse,CatholicCharities,LasallianEducationFund,GeorgeMarkChildren'sHouse

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BelindaLyons-Newman,MBALyons-NewmanConsultingBerkeley,CA(510)[email protected]://www.linkedin.com/in/belindalyonsnewmanLyons-NewmanConsultingisamanagementconsultingfirmspecializinginservingsmallandmid-sizenonprofitorganizations.Drawingontoolsfromboththenonprofitandprivatesectors,weprovidestrategicplanning,funddevelopmentplanningandstrategicadvisingtosupportleadersofnonprofitorganizationstodeepentheirimpactandachievetheirgoals.Ourclient-centeredapproachhonorseachorganization’smissionandgoals,andhelpstailorindividualizedstrategiestomeeteachorganization’suniqueneeds.

DevelopmentCoachingFundraisingStrategy

StaffTraining/BoardDevelopment&TrainingStrategicPlanning/Management

PartialClientList:GreaterGoodScienceCenter,GirlsLeadership,EarthriseLawCenter,SFChildCareProviders'Association,Root&Rebound,UCBerkeleyHaasInstituteforBusinessandSocialImpact,First5LA.

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CecilyHarris,MBACecilyHarris&AssociatesDevelopmentConsultantSanCarlos,CA94070(650)593-3281Cecily999@sbcglobal.netwww.CecilyHarris.netwww.linkedin.com/pub/cecily-harris/14/2b7/73aCecilyHarris&AssociatesConsultingServicespracticefocusesonfunddevelopment,marketingcommunications,programdevelopmentandstrategicplanningfornonprofitconservationorganizations,parkandrecreationdepartmentsandopenspacedistricts.CecilyHarris,MBA,hasprovenfunddevelopmentabilitiesdevelopedfromthirtyyearsofcommunityserviceandemploymentwithnonprofitorganizationsandmunicipalities.SheisaDevelopmentConsultantfornonprofitorganizations,publicagencies,andprivatefoundations.Shehasworkedwithboards,staffandvolunteerstoconductcosteffectiveandsuccessfulfundraisingcampaigns.

CorporateSponsorship

FoundationsGrantWriting

Interim/TemporaryStaffingPartialClientList:CityofElCerritoRecreation,FarallonesMarineSanctuaryAssociation,SFBayTrailProject,SFBayWildlifeSociety,CityofSanMateoParks,SanMateoCountyParks,WildlifeEducation&RehabilitationCenter

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ChristineJeffers,CFREElevatingGood1515ShadyGlenAvenueSantaClara,CA95050(408)[email protected]://elevatinggood.comhttp://linkedin.com/in/christine-jeffers-cfre-57b5172Iamanenthusiasticfundraisingprofessionalwith22yearsofexperienceintheBayAreainartsandeducationalorganizations.IholdtruetothetenetthatFUNdraisingcanbeFUN!Myspecialtiesarecampaigns(capitalandmajorgifts)andnewlegacygivingprograms.Myservicesinclude:boardengagement,developmentaudits,feasibilitystudies,databaseassessments,staffingplansforgrowth,surveysanddashboards.Iamawriterofloveletterstoyourdonors!

FundDevelopmentFundraisingCounsel

MajorGiftsStrategicPlanning/Management

PartialClientList:JobTrain,PaloAltoArtCenter,SanFranciscoBayBirdObservatory

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CraigHightowerVicePresident&WesternRegionManagerCampbell&Company2370MarketStreet#408SanFrancisco,CA941141-877-957-0000CARegistration:FC-792craig.hightower@campbellcompany.comwww.campbellcompany.comhttps://www.linkedin.com/in/craighightower?trk=hp-identity-nameCampbell&Companyisanationalconsultingandexecutivesearchfirmofferingadvancementplanning,fundraising,marketingcommunications,executivesearchandstrategicinformationservicesfornonprofitorganizationsineducation,healthandmedicine,artsandculture,environment,socialserviceandprofessionalsocieties.Campbell&Company’sofficesarelocatedinChicago,LosAngelesarea,Nashville,Portland,SanFranciscoBayArea,SeattleandWashington,D.C.

CapitalCampaignsDevelopmentAuditsFeasibilityStudiesFundraisingCounsel

PartialClientList:ZuckerbergSFGeneralHospitalFoundation,TheNatureConservancy,California,UniversityofSanFrancisco,SanFranciscoOpera,MarinCountryDaySchool,SanDiegoZoo,MountSaintMary’sUniversity

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GregLassondeGregLassonde-LegacyProgramSpecialistsP.O.Box27427Oakland,CA94602(510)482-1502CARegistration:[email protected],expand,implementandauditlegacygivingprogramsforawidevarietyofnonprofits.Mostorganizationsareunabletodedicatetimeoradequateresourcestorunaproactivelegacygivingprogram.Somehavefulltimelegacystaff,andneedsupport.Byworkingtogetherasstaff,volunteersandconsultant,wecangrowaprogramthroughalong-termrelationshipthatwillleadtoasteadystreamofmaturedlegacygifts.Westrategizewithyoutocustomizeaprogramthatfitsyourorganization’sneeds.

PlannedGiving

PartialClientList:SavetheRedwoodsLeague,SanFranciscoOpera,BecomingIndependent,HostellingInternationalUSA,RenoPhilharmonic,SonomaStateUniversity,CarmelBachFestival,DominicanHospitalFoundation

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JackAlotto,CFRE105WindwalkerWayNovato,CA94945(415)572-2530alottojack@gmail.comIspecializeinallaspectoffunddevelopmentincludingdevelopmentplanning,annualgiving,legacygiving,capitalcampaigns,donorcapacityandmajorgiving,developmentaudits,fundingfeasibilitystudiesanddevelopmenttraining.Additionally,IworkwithdevelopmentprofessionalsinterestedinachievingtheCFRE.

AnnualFundFullService

PartialClientList:MealsonWheelsSanFrancisco,CenterforVolunteerandNonprofitLeadership,WildCareoftheBayArea

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JulianaVerSteeg,CFREBrakeleyBriscoeInc.322WestBellevueAveSanMateo,CA94402(415)239-0457CARegistration:[email protected]://www.linkedin.com/in/julianaversteegBrakeleyBriscoeisoneofthemostexperiencedfundraisingconsultingfirmsintheworld,offeringcreative&comprehensivesolutionstohelpyouachieveyourvisionthroughfundraisingsuccess.Ourservicesincl.feasibilitystudies&counselforcap.campaigns,developmentaudits&coachingtobuildfundraisingcapacity&majorgiftsprograms,interimstaffing,boarddevelopment,executivesearch&strategyplanning.Weservenonprofitslocally&internationallyineducation,arts&culture,health,environment,humanservices,associations&religion.

CapitalCampaignsDevelopmentAudits

MajorGiftsStaffTraining/BoardDevelopment&Training

PartialClientList:AmericanRedCross,Children'sDiscoveryMuseum,HolyNamesUniversity,BigBrothersBigSistersoftheBayArea,FriendsoftheSFPL,NapaValleyMuseum,St.AnthonyFoundation,TheMarineMammalCenter,SanJoseStateUniversity

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KatherineM.Bella,CFREAssociateManagingDirectorBrakeleyBriscoe,Inc.SanFrancisco,CA94116CARegistration:[email protected]://www.linkedin.com/in/katherine-bella-21229b5BrakeleyBriscoeisoneofthemostexperiencedfundraisingconsultantsintheworld,servingclientsintheAmericas,Europe&Asia.Weofferfullserviceconsultingincludingmajorgiftprogramdevelopment,capitalcampaignplanning&management,developmentaudits&benchmarking,interimstaffing,boarddevelopment,executivecoaching,prospectresearch&strategicplanning.Weserveclientsineducation,arts,health,environmental,humanservices&religioussectors.Weareknownforinnovativetechniquesinmajorgiftsfundraising,encouragingclientstostretchgoals&fosterinstitutionalleadership.

CapitalCampaignsDevelopmentCoaching

FeasibilityStudiesFundraisingCounsel

PartialClientList:AmericanRedCrossBayArea,Children’sHealthCouncil,CommonwealthClub,DominicanUniversity,EnvisionSchools,EpiscopalCommunityServices,HoagHospital,InternationalMuseumofWomen,OsherMarinJCC,SFAI,UCSF,YMCAoftheMid-Peninsula

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KendraChao,MPASanFrancisco,CA(858)[email protected]/kendrachaoKendrawillpartnerwithyou.Shewilllistenandhelpyoudecipherpriorities,thinkcreativelyaroundpartnershipopportunities,andsupportyourplan.Shehasextensivefundraisingandstrategicplanningexperience.Inaddition,shehasworkedwithboardmemberstostafftovolunteerstoexecuteoninitiatives.Shehasbeenemployedbyandconsultedformanynonprofits.Inaddition,shecanlookatasituationfromdifferentangleshavingworkedinthefor-profitandgovernmentsectors.

AnnualFund

FundraisingStrategySpecialEventsPlanning&Management

StrategicPlanning/ManagementPartialClientList:charity:water,1MISSION,BAYCAT,MakingHeadwayCenterforBrainInjuryRecovery,AvailNYC,St.TeresaofAvilaCatholicChurch

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KerryBeuthin,CFREKerryBeuthinConsultingOakland,CA94602(510)823-4747CARegistration:FP2368kerry@kbeuthinconsulting.comwww.kbeuthinconsulting.comhttps://www.linkedin.com/in/kerry-beuthin-cfre-2852774KerryBeuthinConsultingiscommittedtoprovidingourclientshighqualitydevelopmentandmanagementservicesthataretailoredtofittheirfundraisingneedsandbudget,regardlessoftheorganizationssizeorlocation.WeofferservicesguidedbyExperience-Over20yearsservicingNorthernCalifornianonprofitorganizations;QualityandIntegrity-Millionsofdollarsraisedforasatisfiedclientele;CompetitivePricing–Ourslidingscalehasapricethatsuitsyourbudget.

AnnualFundFoundations

FundraisingCounselGrantWriting

PartialClientList:SutterHealth,MarinGeneralHospitalFoundation,Caminar,Children'sHospitalOakland,AlamedaCountyHealthCareFoundation,LindsayWildlifeMuseum,SantaCruzCountyOfficeofEducation

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LauraJason,CFRELauraJasonConsultingMenloPark,CA94026(650)269-0821CARegistration:1230laura@laurajasonconsulting.comwww.laurajasonconsulting.comhttps://www.linkedin.com/in/laurajasonFortwodecades,LauraJasonConsultinghasdeliveredDEVELOPMENTWRITINGSERVICESincludingcasestatements,prospectuses,grantwriting,andtargetedinstitutionalfundraisingsolutions:includingstrategy,prospectidentification,andworkwithcorporations.Whetheryourcurrentchallengeisanewcapitalcampaign,discoveryofadditionalfundingpartners,interimstaffing,mentoringortheoutsourcingofanentireinstitutionalgivingprogram,LauraJasonConsultingprovidesthecounselandservicesyouneedtoreachyourfiscalgoals.

FoundationsFundDevelopment

GrantWritngInterim/TemporaryStaffing

PartialClientList:BigBrothers,BigSistersoftheBayArea,TheCaliforniaMuseum,CenterforHumanServices,CuriOdyssey,GeorgeMarkChildren'sHouse,PathwaysHospiceFoundation,SFSPCA,SetonMedicalCenterFdn,andTreasureIslandMuseumAssociation

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LeynaBernsteinLeadershipSearchPartners1604SolanoAvenueBerkeley,CA94707(510)[email protected]://www.linkedin.com/in/leynabernsteinAtLeadershipSearchPartners,wearepassionateaboutdeliveringprofessional,highqualityexecutivesearchservicestononprofitorganizations.Weareexpertsinplacingdevelopmentleaders,andworkwithlocal,regionalandnationalorganizationstofillChiefDevelopmentOfficer,DirectorofDevelopmentandDirectorofLeadershipGiftspositions.

ExecutiveSearch/RecruitmentPartialClientList:AlamedaHealthSystemFoundation,DamonRunyonCancerResearchFoundation,GirlScoutsofNorthernCalifornia,JewishVocationalService,LarkinStreetYouthServices,NatureBridge,OLEHealth

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LillianArcherTheArcherGroup15788thAvenueSanFrancisco,CA94122(415)[email protected]+yearsinmanagement,funddevelopmentandplanning,relationshipbuilding.Weleadclientsincollaborative,outcomes-orientedstrategic-planning;developmentoperationsassessment,planningandimplementation;interimstaffingleadershipduringtimesoftransition,includingthedevelopmentofstaffingmodelsandrecruiting/onboarding,andteambuilding;supportingmembership,majorgifts,andcorporateengagementprograms;anddevelopmentcoachingforstaffandvolunteerleadership.

DevelopmentAudits

FullServiceFundraisingCounsel

Interim/TemporaryStaffingPartialClientList:SanFranciscoBotanicalGarden,HillelInternational,GiftofLifeFoundation,InternationalRescueCommittee,LongIslandHebrewAcademy

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MarianneBriscoePh.D.,ACFREBrakeleyBriscoeInc.322WestBellevueAveSanMateo,CA94402(650)344-8883CARegistration:[email protected]://www.linkedin.com/in/marianne-briscoe-0630b111BrakeleyBriscoeoffersfullserviceconsultingincludingmajorgiftprogramdevelopment,capitalcampaignplanning&management,developmentauditsandbenchmarking,interimstaffing,boarddevelopment,executivecoaching,prospectresearch,&strategyplanning.Weserveeducation,arts,health,environmental,humanservices&religioussectors.Weareknownforinnovativetechniquesinmajorgiftsfundraising,encouragingclientstostretchgoals&fosterinstitutionalleadership.HeadquarteredinSanMateo,weadviseclientsthroughouttheUS&abroad.



PartialClientList:AmericanRedCross,BBBSBayArea,SamaritanHouse,HNU,CSUMB,BishopO’DowdHS,SanJoseChildren'sDiscoveryMuseum,SandJoseMuseumofArt,HospiceEastBay,FrenchAmericanInternationalSchool,SanFranciscoOpera,ShelterNetwork

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MarieBeichertGranthelper1201PineStUnit155Oakland,CA94607(415)686-6239CARegistration:[email protected]://www.linkedin.com/in/granthelperdotcomBasedonTheoryofChangeprinciplesthatfunderscrave,ourcost-effectiveonlinetrainingprovidesanintensive3month/60-hourcurriculumtoguideaspiringgrantwriters,staffandadministratorstosuccess.Weofferoutcome-basedgrantwriting,prospectresearchservices,clientaccesstoFoundationSearch,compellinglanguagetemplates,andguidancetowinningstrategiestogrowfoundation,corporateandgovernmentsupport.Awardsincludefederalfunders,StateandBayAreaCountyagencies,andprivatefoundations.

DevelopmentCoachingDonorResearch/ProspectID

FundraisingCounselGrantWriting

PartialClientList:AfricanAmericanArts&CultureComplex,BayviewOperaHouse,EdenYouth&FamilyCenter,MandelaMarketPlace/MandelaFoods,SFArtsCommission,Tri-CityVolunteers,UrbanRoots,WarriorsATEase

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MarieFoxBrownFoxStrategies20800HomesteadRoadSuite17ACupertino,CA95014(650)248-7932CARegistration:FP0002782jackie.brown2102@gmail.comwww.brownfoxstrategies.comBrownFoxStrategiesusesdecadesofhands-on,successfulexperiencetocreateacollaborativepartnershipinhelpingyouimproveandaccelerateyourfundraisingprograms,alignthoseprogramswithyourcoremission,andensureyourorganization'ssustainability.Inadditiontothenotedareasofexpertise,weexcelatfeasibilitystudiesandassessments,professionalinterimstaffingduringtimesoftransition,majorgiftprogramdevelopmentandstrategies,collateraldevelopment,andboardandstafftraining.


DevelopmentCoachingMajorGifts

PartialClientList:PeninsulaFamilyService,PlannedParenthoodNorthernCalifornia,Caminar

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MarjorieWinkler,ACFREWinklerAssociates604HarborRd.Alameda,CA94502(510)541-7067CARegistration:FP0002038marjorie.winkler@comcast.netwww.marjoriewinkler.comhttps://www.linkedin.com/in/marjorie-winkler-669a6a14Foundedin2009byMarjorieWinkler,ACFRE,WINKLERASSOCIATESprovidesCAPITALCAMPAIGNSERVICES(feasibilitystudies,developmentaudits,campaigndocuments,board/stafftraining,campaigncounselandstrategy)andANNUALFUNDDEVELOPMENT(startingorexpandingannualgiving,board/stafftraining,donoracquisition&stewardship,volunteerleadership&majorgiftdevelopment,fundraisingplans,teambuilding,strategicplanning,anddevelopmentdirectorselection/coaching.)

AnnualFundCapitalCampaignsFeasibilityStudies

MajorGifts

VincentAcademy,PerformingArtsWorkshop,SinteGleskeUniversity,MarineAppliedResearch&Exploration,PleasantHillRec,St.Vincent'sDayHome,TransForm,OglalaLakotaCollege,JewishGateways

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MarySchmidtFireHorseConsulting254SwettRoadWoodside,CA94062(650)530-2316CARegistration:[email protected]://www.firehorsepower.com/https://www.linkedin.com/in/marymschmidtFireHorseConsultingisateamofexperiencedprofessionalswhocontributetheirexpertisetoadvancethemissionsoforganizationsthatworkforahealthy,just,andsustainablefutureforall.Wehelpourclientssecuretheresourcestheyneedtomaturebyprovidingworld-class,customized,andculturally-affirmativedevelopmenttoolsandservices.Whetheryouneedcampaigncounsel,efficienthandsondeck,ormorecomprehensiveservices,wecanhelpyouraisethefundsyouneedtoharnessthepowerofyourvision.

CapitalCampaignsFeasibilityStudiesFundraisingCounsel

GrantWritingPartialClientListing:3rdSt.YouthCenter&Clinic,CARuralLegalAssistance,EvictionDefenseCollaborative,LighthouseSchools,PieRanch,ProspectSierraSchool,OutwardBoundCA,WahMeiSchool,Women'sAudioMission

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PatriciaL.StirlingFounderCardaronellaStirlingAssociates346FunstonAvenueSanFrancisco,California94118(415)876-2994CARegistration:[email protected]://www.linkedin.com/in/patricia-stirling-2080368CardaronellaStirlingAssociatesisacarefullyfocusedconsultingfirmthatprovidesfundraisingcounseltoasmallnumberofclientsatatime.Thefirmoffersateamwhoshareacommonapproachandadedicationtoworkingcloselywithnonprofitsinthefieldsofeducation,healthcare,theenvironment,communityserviceandthearts.Theportfolioofservicesweofferincludesplanningandassistancewiththepreparationandsuccessfulimplementationofvarioustypesofcampaignsandon-goingfundraisingprograms.

CapitalCampaignsDevelopmentAuditsFeasibilityStudiesFundraisingCounsel

PartialClientListing:BurkeSchool,CollegeofMarin,DeLaSalleHighSchool,CuriOdyssey,EastsideCatholicSchool,CaliforniaStateUniversity,GraceCathedral,SempervirensFund,WaltDisneyMuseum,BuckInstitute

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PhyllisCookPLCPhilanthropicServices1485SansomeStreetSanFrancisco,CA94111(415)362-1493CARegistration:FP0002082phyllisc@plcps.comwww.plcps.comPLCPSprovidesexpertiseinthedevelopment,management,andoversightofthephilanthropyofindividualsandfamilies,foundations,andothernon-profits.

• Theservicesarecomprehensive,confidentialandspecifictotheneedsofeachfunder.• Servicesareavailableforplanning,singleprojects,andfull-scalemanagement.• Worldwidephilanthropicopportunitiesandprofessionalcontactscanbeprovided.• Thisconsultancyhasthecapabilitytomovequicklyfromideastosoundexecutionto

assessmentofresults.

DirectMailEndowmentDevelopment

FeasibilityStudiesPhilanthropicAdvising

PartialClientList:Philanthropicadvisertofamilyfoundations,hightechexecutives,non-profitsandindividualdonorsonspecificissues.

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RobertWeinerPresidentRobertL.WeinerConsultingSanFrancisco,CA94110(415)[email protected]://www.linkedin.com/in/rlweinerRobertWeinerhelpsnonprofitstaffmakeinformed,strategicdecisionsabouttheselectionandmanagementoftechnologiessuchasConstituentRelationshipManagement(CRM)systems,donordatabasesandassociationmanagementsoftware,emailmarketingsoftware,contentmanagementsystems,andonlinegivingtools.HealsoadvisesonDevelopmentOperationsbusinessprocesses,policies,andstaffing.

DevelopmentTechnologyManagementConsulting

StrategicPlanning/ManagementPartialClientList:OccidentalCollege,CenterforEnvironmentalHealth,GlobalFundforWomen,PachamamaAlliance,UCBerkeley,TheNatureConservancy,UNHCR,AmericanJewishWorldService,Earthjustice

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RoseLesterLesterConsultingGroup,Inc.715UniversityAvenueSacramento,CA958251.877.569.2890CARegistration:[email protected],Inc.isanexperiencedconsultingfirmcommittedtodeliveringacontinuumofcustomizedservicesbasedoninternalandexternalassessmentsofyourcurrentprograms.Usingprovenstrategies,ourhighlyskilledanddedicatedteamofprofessionalsprovidesafullrangeofservicesfromfeasibilitystudies,campaigns,majorgiftprograms,tostrategicplanning,boardgovernanceandretreatfacilitation.

FullServicePartialClientList:UCDMedicalCenter,SutterHealth,TheSalvationArmy,TheLivingDesert,PreventChildAbuseCA,CalMHSA,SanDiegoCommunityColleges,Boys&GirlsClubs,WilliamJessupUniversity

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StacyLeeGardnerExecutiveCoach&PhilanthropySpecialist940TylerStreetStudio25Benicia,CA94510(707)330-2279stacy@stacyleegardner.comwww.stacyleegardner.comStacyLeeGardnerisacertifiedcoachandphilanthropyspecialistwithnearlythreedecadesexperienceasaseniorexecutiveandchiefdevelopmentofficer.Stacyhelpsyouclarifyandaddresscoreissues,taketransformationalaction,andleadpowerfullyfromafoundationofintegrityandauthenticity.Areasofexpertiseinclude:executivecoachingfornonprofitleaders;buildingfundraisingcapacity;boardsupportanddevelopment;capitalandexpansioncampaigns;andleadershipdevelopment.

DevelopmentCoachingFundraisingCounsel

ManagementConsultingPhilanthropicAdvising

PartialClientList:Stacyworkswithadiversegroupofnonprofit,corporate,andindividualclientsthatincludePlannedParenthood,MicrosoftCorporation,SaveMountDiablo,StoneCreekZenCenter,andmanyothers.

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SteveBerleyLeftPropellerOakland,CA(510)459-0558steve@leftpropeller.comwww.leftpropeller.comLeftPropellermakesSalesforce.comeasyforcompaniesandnonprofitstoadoptandcustomizefortheiruniqueneeds.Asfounder,IfocusonremovingtheoverwhelmthatoftencomeswithconfiguringSalesforce;allowingyoutofocusonyourbusinessratherthantinkeringwiththesoftware.Despiteits'rootsasaCustomerRelationshipManagement(CRM)system,IthinkofSalesforcemoreasanorganization’scollectivememoryofitsinteractionswiththeoutsideworld.

AnnualFund

DevelopmentTechnologyAmericanBoneHealth,AnimalAssistanceFoundation,CatTownCafé&AdoptionCenter,HERSBreastCancerFoundation,LivermoreValleyOpera,MusicforMinors,SchoolofAppliedTheology(GTU)

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SteveGlavan,CFRESapienceNonprofitSolutions3866NorthwoodCtPleasanton,CA94588(925)[email protected]://www.sapiencenps.comSteveisanonprofitconsultantspecializinginBoarddevelopment,fundraising,staffrecruitmentandtraining,strategicplanning,andmajorcampaigns,withacustomizedapproachdesignedtomeettheuniqueneedsandprioritiesofyourorganization.Stevehasmorethansixteenyearsofnonprofitmanagementandfundraisingexperience,withastrongbackgroundinfaith-basedorganizationsandchurchcampaigns.Hehasalsoworkedwithseveralsecularnonprofits,includingUnitedWayandtheHumaneSociety.

CapitalCampaignsFundraisingStrategy


PartialClientList:WestValleyCommunityServices,Shepherd'sGate,Timmy'sDragonfly,ChristianYouthTheatreTri-Valley

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SusanCarsenCarsenConsultingPaloAlto,CA94306(650)812-0121CARegistration:[email protected]/www.linkedin.com/in/carsenconsultingAssociatesprovidecounselinallareasofadvancement,fromconductingfeasibilityandcampaignplanningstudiestodesigningindividualcampaigns.Ourcoreservicesencompasscampaignandmajorgiftsprogrammanagement,institutionalprogramassessmentsandvolunteerleadershipandstafftraining.Wealsoprovideon-goingcounsel,post-campaignfollow-upassessments,retreatplanning,one-on-onestaffandleadershipcoachingandcommunicationsexpertise.

CapitalCampaignsDevelopmentAuditsFeasibilityStudies

FullServicePartialClientList:Children'sHealthCouncil,CampaignforthePalaceofFineArts,HillerAviationMuseum,MuseumofCraftandDesign,Foothill-DeAnzaCommunityCollegeFoundation,SantaCruzSPCA,MuseumsofLosGatos,SanRamonHistoricFoundation,SanFranciscoArchitecturalHeritage,FoundationforMentalHealth

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SuzanneIrwin-WellsIrwin-WellsAssociates61CatalpaMillValley,CA94941(415)601-9657CARegistration:[email protected]://www.linkedin.com/in/suzanne-irwin-wells-b3876110Ourteamhelpsorganizationsmakethebestdecisionstoyieldimpactfulresults.Workingwithestablishedandneworganizations,webelieveinstillingconfidenceinboardsandstaffiskeytothestrongpartnershipswedevelop.Ourteamoffersdevelopmentassessmentsandscenariomodeling,feasibilitystudies,comprehensive/capitalcampaigncounsel,majorgifts,executiveandleadershipcoaching,boarddevelopmentandservingastrustedadvisors.Welovewhatwedoandwe'dlovetospeakwithyouaboutyourgoals.

CapitalCampaignsDevelopmentAuditsFeasibilityStudies

MajorGifts

PartialClientList:ACLU,SanFranciscoEdFund,PlannedParenthood,SFGayMen'sChorus,SantaRosaSymphony,SanFranciscoBotanicalGardenSociety,SummerfieldWaldorfSchool,CommunityWorkingGroup,FriendsHouse

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TheresaNelsonFounder&PrincipalTheresaNelson&Associates446HudsonStreetOakland,CA94618(510)420-0539CARegistration:[email protected]://theresanelson.comhttps://www.linkedin.com/in/theresa-nelson-b4a4867TheresaNelson&Associatesfocusesonfunddevelopment,Boards&governance,andstrategicplanningfornonprofitsinallsectors.Weofferacustomizedandintegratedapproachtoconsulting,respondingtotheuniqueprofileofyourorganizationandyourpriorities,witharangeofservicesandcapacitiestofitthoseneeds,rangingfrominterimdevelopmentstaffingtofull-scalestrategicplanningtocapitalcampaignfeasibilitystudies.Ourcollaborativeapproachrespectsthevariedapproachesofallthoseinvolved.

CapitalCampaignsFeasibilityStudies

Interim/TemporaryStaffingMajorGifts

PartialClientList:CaliforniaAcademyofSciences,HomelessPrenatalProgram,NatureBridge,AsianArtMuseum,St.Paul'sEpiscopalSchool,TheMarineMammalCenter,PacificSchoolofReligion,SevenHillsSchool.

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ZekeWeiner,CFREAdvanceDevelopmentSanFrancisco,CA94122

(415)244-3059zeke@advancedevelopment.netwww.advancedevelopment.netOurmissionistoincreaseyourrevenuesandrecognition,andcureyourdevelopmentheadaches,soyouhavetheresourcestoadvanceyourgoals.AdvanceDevelopmentoffersasuiteofdevelopmentandfundraisingplanningandmanagementservices:• Institutionalfundraising:prospecting,proposals,reportingandfullgrantscalendar

management• Capitalcampaignsanddonordevelopment• Developmentstrategy• Boardfundraisingtrainingandengagement• Interimdevelopmentmanagement

AnnualFund

CapitalCampaignsGrantWriting

StaffTraining/BoardDevelopment&TrainingPartialClientList:GoodSamaritanFamilyResourceCenter,MakingWavesFoundation,SanFranciscoInterfaithCouncil,TreasureIslandHomelessDevelopmentInitiative

AFPGoldenGate3871PiedmontAve.,PMB24OaklandCA94611(415)404-6501www.afpgoldengate.orgadmin@afpgoldengate.orgExecutiveDirector:ElizabethSejaMinThe2017-2018ConsultantsDirectorywillbeupdatedinJune2017.TobeincludedinthethenextDirectory,pleaseemailusandyouwillbenotified.

©2016AFPGoldenGate

AFP Golden Gate 2016-2017 Consultants Directory

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