AFP GOLDEN GATE CONSULTANT DIRECTORY 2020 · 2020. 7. 16. · AFP Golden Gate promotes philanthropy...
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CONSULTANT DIRECTORY 2020 AFP GOLDEN GATE
Transcript of AFP GOLDEN GATE CONSULTANT DIRECTORY 2020 · 2020. 7. 16. · AFP Golden Gate promotes philanthropy...
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CONSULTANT DIRECTORY2020
A F P G O L D E N G A T E
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AFP Golden Gate promotes philanthropy and supports the
effective and ethical work of the diverse community of Bay Area
fundraising professionals. Consultant information provided
includes areas of expertise with contact information, description of
services, and a sample client list.
The Directory covers a large territory – Silicon Valley, San Francisco,
Marin, Wine Country & the Sonoma/Napa Valley, and the East Bay.
Consultants listed are members of AFP, ensuring that they hold the
high standards and best practices represented by the Association
of Fundraising Professionals.
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CONSULTANTS BY COMPANY NAME
AM Crawford, Inc. 6 Bischoff Consulting 7 Brakeley Briscoe, Inc. 8 Brakeley Search 9 Carsen Consulting 10 Cook Silverman Search 11 Elevating Good 12 FireHorse Consulting 13 Graham-Pelton 14 GRANTdog 15 JMJ Consulting 16 Just Change 17 Laguna Creek Consulting 18 Laura Jason Consulting 19 Mission Minded 20 My Philanthropy Team 21 Palisade Consultants 22 Partnership Resources Group (PRG) 23 Randall Search Associates 24 The Ross Collective 25 Sarah Wachs Consulting 26 SKS Consulting 27 Stirling Associates 28 Theresa Nelson & Associates 29
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B.J. Bischoff 7 Marianne Briscoe 8 Susan Carsen 10 Andrea Crawford 6 Susan Freundlich 17 Stacy Lee Gardner 21 Janet Harris 22 Melissa Irish & Elliot Levin 23 Laura Jason 19 Christine Jeffers 12 Judy Kunofsky 16 Jane Narich 14 Theresa Nelson 29 Rhonda Poppen 15 David Randall 24 Renee Rubin Ross 25 Mary Schmidt 13 Victoria Silverman 11 Stacey Smith 27 Scott Staub 9 Michael Stein 18 Patricia L Stirling 28 Sarah Wachs 26 Jennie Winton 20
CONSULTANTS BY LAST NAME
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Annual Fund 14, 21, 23, 26 Board Recruitment 26 Capital Campaigns 8, 10, 13, 14, 19, 20, 21, 22, 23, 26, 28, 29 Communications & Resource Development 16, 20 Corporate Sponsorship 6 Crowd Funding 18 Culture of Philanthropy 26 Development Audits 8, 10, 12, 14, 23, 27, 28 Development Coaching 5, 12, 14, 17, 21, 26 Development Technology 18 Digital Fundraising 18 Donor Research/Prospect ID 14, 26 Endowment Development 23, 25 Executive Search/Recruitment 9, 11, 24 Feasibility Studies 8, 10, 13, 14, 21 23, 27, 28 Foundations 16, 19, 20, 29 Full Service 10, 14, 17, 29 Fund Development 6 Fundraising Counsel 6, 10, 13, 14, 27, 22 Fundraising Strategy 6, 14, 19, 21, 26, 27 Grant Writing 6, 7, 15, 16, 19, 21 Individual Giving Programs 18, 26 Interim/Temporary Staffing 14, 19, 21, 28, 29 Leadership Coaching 7, 13, 14, 17, 21, 22, 25, 28 Major Gifts 6, 8, 12, 14, 17, 21, 22, 28, 30 Management Consulting 7, 17, 25, 27 Marketing & Communications 16, 18, 20 Philanthropic Advising 22, 25 Planned Giving 12, 23 Prospect Research 15, 16, 19 Staff Training/Board Development & Training 7, 8, 10, 12, 14, 20, 25, 27, 30 Strategic Planning/Management 7, 8, 12, 22, 25, 27 Strategic Communications 18, 20, 21
CONSULTANTS BY AREA OF EXPERTISE
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SERVICES AM Crawford, Inc. (AMC) is a consulting firm that helps small to mid-sized nonprofit organizations secure funding from individual donors, corporate and private foundations. AMC provides training that helps nonprofit board members best support their organization’s fundraising efforts. AMC also works with clients to develop fundraising and strategic plans and to market events. Over the past 17 years, AMC has helped to raise over $36 million for nonprofit organizations throughout the United States.
AREAS OF EXPERTISE Corporate SponsorshipFund DevelopmentFundraising CounselFundraising StrategyGrant WritingMajor Gifts
CLIENT LIST Catholic Charities San Bernardino & Riverside; En2action; Herbicide Free Campus; Kepler’s Literary Foundation; Outward Bound; ScholarMatch; Riverside University Health System Foundation
amcrawfordinc.com
linkedin.com/in/andreamcrawford
instagram.com/amcrawford_inc
(415) 361-2981
Andrea CrawfordAM Crawford, Inc. 870 Market Street, Suite 566San Francisco, CA 94102
https://amcrawfordinc.com/mailto:andrea%40amcrawfordinc.com?subject=http://www.linkedin.com/in/andreamcrawfordhttps://www.instagram.com/amcrawford_inc/
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SERVICES We specialize in researching grant funding sources and writing grants for nonprofits, universities, and school districts. We also conduct strategic planning for nonprofits and government agencies. We facilitate leadership development and board development workshops and consulting. We also evaluate programs, develop logic models, and conduct literature reviews to support evidence-informed programming. Since 2020, I have conducted AFP International’s Faculty Training Academy, which has graduated over 300 Master Trainers.
AREAS OF EXPERTISE Grant WritingLeadership CoachingManagement ConsultingStaff Training/Board Development & TrainingStrategic Planning/Management
CLIENT LIST Sonoma State University; La Luz Center; Boys & Girls Clubs of Sonoma Valley; Forget Me Not Children’s Services; Weingarten Children’s Center; La Luz Center; Collabria Care; Transcendence Theatre
bjbischoff.com
linkedin.com/in/dr-b-j-bischoff-0b786321
twitter.com/bjbischoff?lang=en
facebook.com/bischoffconsulting
instagram.com/b.j.bischoff/?hl=en
sonomasun.com/category/nonprofit-matters
(707) 938-1225
B.J. BischoffBischoff Consulting1051 Broadway, Suite GSonoma, CA 95476
http://bjbischoff.commailto:bjbischoff%40bjbischoff.com%20?subject=https://www.linkedin.com/in/dr-b-j-bischoff-0b786321/http://twitter.com/bjbischoff?lang=enhttp://facebook.com/bischoffconsulting/http://instagram.com/b.j.bischoff/?hl=enhttp://sonomasun.com/category/nonprofit-matters/
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SERVICES Brakeley Briscoe is one of the most experienced fundraising consulting firms serving the Americas, Europe, Asia and Africa. Our specialties include major giving, advancement abroad; capital campaign planning and management; annual and planned giving; board development; executive search; strategic planning; audits; benchmarking; and prospect research.
AREAS OF EXPERTISE Capital CampaignsDevelopment AuditsFeasibility StudiesMajor GiftsStaff Training/Board Development & TrainingStrategic Planning/Management
CLIENT LIST Save the Redwoods League; Children’s Discovery Museum; San Francisco Opera; Girl Scouts of Northern California; CalArts; Bishop O’Dowd High School; UNICEF; Rochester Institute of Technology
brakeleybriscoe.com
linkedin.com/in/marianne-briscoe-0630b111
(650) 344-8883
Marianne Briscoe, Ph.D., ACFREBrakeley Briscoe, Inc.322 West Bellevue AvenueSan Mateo, CA 94402
http://www.brakeleybriscoe.commailto:mbriscoe%40brakeleybriscoe.com%20?subject=https://www.linkedin.com/in/marianne-briscoe-0630b111/
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SERVICES Brakeley Search, formerly Leadership Search Partners, is an executive search firm focused exclusively on the nonprofit sector. We specialize in searches for CEO/Executive Directors, Development Directors and other senior managers reporting to the CEO. We work with local, regional and national nonprofits in a wide range of fields to help them hire exceptional senior-level leaders. We ensure that our clients find leaders that are a perfect fit for their mission, culture and values, and their specific challenges.
AREAS OF EXPERTISE Executive Search/Recruitment
CLIENT LIST Covenant House California; Institute on Aging; Sustainable Conservation; Cancer Support Community; Christian Church Homes; Crisis Support Services of Alameda
County; Berkley Food & Housing Project
brakeleysearch.com
linkedin.com/in/scott-staub-235130
(510) 542-2922
Scott Staub, ACFREBrakeley Search52 Santa Cruz AvenueSan Francisco, CA 94112
http://brakeleysearch.commailto:sstaub%40brakeleysearch.com%20?subject=https://www.linkedin.com/in/scott-staub-235130/
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SERVICES Associates provide counsel in all areas of advancement, from conducting feasibility and campaign planning studies to designing individual campaigns. Our core services encompass campaign and major gifts program management, institutional program assessments and volunteer leadership and staff training. We also provide ongoing counsel, post-campaign follow-up assessments, retreat planning and facilitation, one-on-one staff and leadership coaching and communications expertise.
AREAS OF EXPERTISE Capital CampaignsDevelopment AuditsFeasibility StudiesFull ServiceFundraising CounselStaff Training/Board Development & Training
CLIENT LIST Children’s Health Council; Campaign for Palace of Fine Arts; Foothill-DeAnza Community College Foundation; Levitt Pavilion San Jose; Santa Cruz SPCA; New Museum Los Gatos; Hiller Aviation Museum; EBAC
carsenconsulting.com
linkedin.com/in/carsenconsulting
(650) 245-7707
Susan CarsenCarsen Consulting2625 Middlefield Road, # 411Palo Alto, CA 94306
http://carsenconsulting.commailto:susan%40carsenconsulting.com%20?subject=https://www.linkedin.com/in/carsenconsulting/
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cooksilverman.com
[email protected] linkedin.com/in/victoria-silverman
facebook.com/cooksilverman
twitter.com/CookSilverman
cooksilverman.com/resources
(415) 534-5301
Golden Gate Chapter President
SERVICES Cook Silverman Search is a retained search firm focused on senior executive positions for nonprofit organizations. Cook Silverman brings more than one hundred years of nonprofit experience, spanning all aspects of development, advancement, communications, and executive management. We are committed to providing ethical and exceptional service to every client we serve. With more than one hundred years of nonprofit experience, spanning all aspects of development, advancement, communications, and executive management.
AREAS OF EXPERTISE Executive Search/Recruitment
CLIENT LIST Napa Medical Research Foundation; Pacific Vision Foundation; American Rivers; League of Women Voters; Santa Rosa Junior College Foundation; Save The Bay;
Larkin Street Youth Services
Victoria Silverman Cook Silverman Search 336 Bon Air Center, #300Greenbrae, CA 94904
http://www.cooksilverman.commailto:victoria%40cooksilverman.com?subject=https://www.linkedin.com/in/victoria-silverman/http://www.facebook.com/cooksilvermanhttps://twitter.com/CookSilvermanhttp://cooksilverman.com/resources
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SERVICES Elevating Good is a full service consulting firm to nonprofits. I elevate what matters most to nonprofits through hands-on counsel, training and facilitation. Sometimes staff or board members need a little inspiration to achieve their goals. I help them get there by offering strategic solutions and providing best practices. I believe that individuals can have FUN with FUNdraising. My specialties are capacity building, organizational effectiveness, executive coaching, strategic planning and board training/retreats.
AREAS OF EXPERTISE Development AuditsDevelopment CoachingMajor GiftsPlanned GivingStaff Training/Board Development & TrainingStrategic Planning/Management
CLIENT LIST Chabot-Los Positas Community College Foundation; iSing; MSI; Music for Minors; Palo Alto Art Center; WeHOPE; RAFT; Rebuilding Together Silicon Valley; Ronald
McDonald Bay Area Charities
elevatinggood.com
linkedin.com/in/christine-jeffers-cfre-57b5172
twitter.com/elevatinggood
(408) 504-5054
Christine Jeffers, CFREElevating Good1515 Shady Glen AvenueSanta Clara, CA 95050
http://www.elevatinggood.commailto:donorlove%40elevatinggood.com?subject=https://www.linkedin.com/in/christine-jeffers-cfre-57b5172/http://twitter.com/elevatinggood
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SERVICES FireHorse Consulting is a team of experienced professionals who contribute their expertise to advance the missions of organizations that work for a healthy, just, and sustainable future for all. We help our clients secure the resources they need to mature by providing world-class, customized, and culturally-affirmative development tools and services. Whether you need campaign counsel, efficient hands on deck, or more comprehensive services, we can help you raise the funds you need to harness the power of your vision.
AREAS OF EXPERTISE Capital CampaignsFeasibility StudiesFundraising CounselLeadership Coaching
CLIENT LIST Bodega Land Trust; Diversity Center of Santa Cruz; East Bay Meditation Center; Luna Dance Institute; Maker Ed; Native American Health Center; West Valley Community Services; US Joint Statement
firehorsepower.com
linkedin.com/in/marymschmidt
facebook.com/mary.schmidt
(415) 218-3303
Mary SchmidtFireHorse Consulting75 El Vanada RoadWoodside, CA 94062
http://www.firehorsepower.commailto:mary%40firehorsepower.com%20?subject=https://www.linkedin.com/in/marymschmidt/https://www.facebook.com/mary.schmidt
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SERVICES Graham-Pelton Consulting is a leading fundraising and nonprofit management firm with offices around the globe and is the trusted advisor and partner to leading impact-driven institutions across all sectors of the nonprofit world. Graham-Pelton’s mission is clear: Elevate philanthropy so nonprofits flourish.
AREAS OF EXPERTISE Annual FundCapital CampaignsDevelopment AuditsDevelopment CoachingDonor Research/Prospect IDFeasibility StudiesFull ServiceFundraising CounselFundraising StrategyInterim/Temporary StaffingLeadership CoachingMajor GiftsStaff Training/Board Development & Training
CLIENT LIST Gonzaga University; Louisiana State University; Code 2040; The Peninsula School; Santa Fe Christian Schools; La Scuola International; Children’s Hospital of Los Angeles; Northern Arizona Healthcare
grahampelton.com
linkedin.com/in/jane-narich-82268115
twitter.com/Graham_Pelton
facebook.com/GrahamPeltonConsulting
(941) 600-8625
Jane NarichGraham-Pelton521B Monterey RoadPacifica, CA 94044
https://grahampelton.com/mailto:jnarich%40grahampelton.com%20?subject=https://www.linkedin.com/in/jane-narich-82268115/https://twitter.com/Graham_Peltonhttps://facebook.com/GrahamPeltonConsulting/
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SERVICES Rhonda specializes in all aspects of best grants strategy, to include extensive research, application process management, organizational readiness, case articulation and grant writing for organizations producing lasting, positive outcomes in under-served communities. As a team asset, she presents compelling thoughts via solid data and passionate appeals. Although located in San Francisco, she pulls from broad experience serving clients nationally, across focus areas from agriculture to healthcare to education.
AREAS OF EXPERTISE Grant WritingProspect Research
CLIENT LIST Rose Bowl Legacy Foundation; YMCA’s in NC and TN; National Coalition of Black Women; SF Maple Tree Cancer Alliance; San Bruno Park School District Health Center; Sentinels
of Freedom Scholarship Foundation
GRANTdog.com
linkedin.com/in/rhonda-poppen-24968813
twitter.com/grant_dog
facebook.com/GRANTdog-1395269224062220
grantdog.com/blog
(704) 773-2052
Rhonda PoppenGRANTdog1819 Polk Street, Number 254San Francisco, CA 94109
https://grantdog.com/mailto:rhonda%40GRANTdog.com%20?subject=https://www.linkedin.com/in/rhonda-poppen-24968813/https://twitter.com/grant_doghttps://www.facebook.com/GRANTdog-1395269224062220http://grantdog.com/blog/
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SERVICES Judy has many years’ experience identifying funding prospects and writing proposals, letters of inquiry, and grant reports. Her clients have included non-profits (and some businesses) working on a wide range of issues. She teaches the grant writing course at Sonoma State University, a required class for those in the MPA program’s non-profit management track. Her interests are eclectic and she is a quick learner. She prides herself on providing quick turn-around and on being easy to work with.
AREAS OF EXPERTISE Communications & Resource DevelopmentFoundationsGrant WritingMarketing & CommunicationsProspect Research
CLIENT LIST Diablo Ballet; John J. Berger (climate change writer); Great Basin National Park Foundation; KlezCalifornia; Oakland Elizabeth House; Southern Nevada Breastfeeding Coalition
jmjline.com
linkedin.com/in/judith-kunofsky-b825276
facebook.com/judy.kunofsky
510 848-2732
Judy Kunofsky, Ph.D.JMJ Consulting6714 Gladys AvenueEl Cerrito, CA 94530
PUBLISHED ARTICLES Three easy-to-read one-page articles:
15 Tips for an Excellent Problem Statement (in “Grassroots Fundraising Journal,” March/April 2014)
The Squandered Moment (in “Advancing Philanthropy,” Winter 2013)
What’s Working: Tailor Proposals and Letters to Specific Funders (in “Advancing Philanthropy,” September/October 2010)
https://sites.google.com/site/jmjline/mailto:kunofsky%40jmjline.com%20?subject=https://www.linkedin.com/in/judith-kunofsky-b825276/https://www.facebook.com/judy.kunofskyhttps://docs.google.com/viewer?a=v&pid=sites&srcid=ZGVmYXVsdGRvbWFpbnxqbWpsaW5lfGd4OmM2OTNmOTRiY2UyMmRkZghttps://docs.google.com/viewer?a=v&pid=sites&srcid=ZGVmYXVsdGRvbWFpbnxqbWpsaW5lfGd4OjVhNmIyMDVkNjI0MTJjMwhttps://docs.google.com/viewer?a=v&pid=sites&srcid=ZGVmYXVsdGRvbWFpbnxqbWpsaW5lfGd4OjVhNmIyMDVkNjI0MTJjMwhttps://docs.google.com/viewer?a=v&pid=sites&srcid=ZGVmYXVsdGRvbWFpbnxqbWpsaW5lfGd4OjM3NTZiZTZiOWJlYzYzN2Uhttps://docs.google.com/viewer?a=v&pid=sites&srcid=ZGVmYXVsdGRvbWFpbnxqbWpsaW5lfGd4OjM3NTZiZTZiOWJlYzYzN2Uhttps://docs.google.com/viewer?a=v&pid=sites&srcid=ZGVmYXVsdGRvbWFpbnxqbWpsaW5lfGd4OjM3NTZiZTZiOWJlYzYzN2U
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SERVICES Development Strategy, Organization Development and Executive Coaching for non-profit leaders. Specializes in coaching Executive and Development Directors, Leadership Development, Making Asks with Ease, and Strategic Fund Development. Susan is a Certified Somatic Coach and holds ACC Coaching Certification with the International Coach Federation. She works with individuals wanting to explore pragmatic wisdom, skillful action, and cultivating resilience to increase their effectiveness and to produce transformation.
AREAS OF EXPERTISE Development CoachingFull ServiceFundraising CounselLeadership CoachingMajor GiftsManagement Consulting
CLIENT LIST World Trust; Disability Rights Advocates; CA Invasive Plant Council; CA Coalition for Immigrant Justice; National Writing Project; Feed the Hunger Fund; Women’s Foundation
CA; Tides Foundation
just-change.org
linkedin.com/in/susanfreundlich
twitter.com/FreundlichSusan
(510) 387-1951
Susan Freundlich, MA, ACCJust Change396 Bellevue Avenue, Apt 205Oakland, CA 94610
https://www.just-change.org/mailto:susanfreundlich%40just-change.org%20?subject=https://www.linkedin.com/in/susanfreundlich/https://twitter.com/FreundlichSusan
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SERVICES Michael Stein is a veteran digital strategist and online fundraiser who helps nonprofits, foundations and other civic organizations create greater impact with multi-channel communications and fundraising strategies. His areas of expertise include digital engagement, online fundraising, social media presence, email messaging and website usability. Michael is the author of three books and numerous articles and is formerly a Senior Account Executive at the Mal Warwick Donordigital fundraising agency.
AREAS OF EXPERTISE Crowd FundingDevelopment TechnologyDigital FundraisingFundraising StrategyIndividual Giving ProgramsMarketing & CommunicationsStrategic Communications
CLIENT LIST Community Action Marin; TechSoup.org; Tech Impact; The Gorilla Foundation; Middle East Children’s Alliance; SETI Institute; Consumer Reports
lagunacreekconsulting.us
linkedin.com/in/michaelstein2
twitter.com/mstein63
lagunacreekconsulting.us/blog
(510) 717-6050
Michael SteinLaguna Creek Consulting97 Coral DriveOrinda, CA 94563
https://lagunacreekconsulting.wordpress.com/mailto:mstein63%40gmail.com%20?subject=https://www.linkedin.com/in/michaelstein2/https://twitter.com/mstein63https://lagunacreekconsulting.wordpress.com/blog/http://lagunacreekconsulting.wordpress.com/blog/
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SERVICES Laura Jason, CFRE works with you to maximize funding from institutional sources. For over 20 years, Laura has created case statements, prospectuses, grant proposals, and targeted fundraising solutions including strategy, prospect identification, and business partnership/sponsorship plans. Whether your current challenge is a capital campaign, discovery of new funding partners or the outsourcing of an entire institutional giving program, Laura provides the advice and services you need to reach your fiscal goals.
AREAS OF EXPERTISE Capital CampaignsFoundationsFundraising StrategyGrant WritingInterim/Temporary StaffingProspect Research
CLIENT LIST Big Brothers Big Sisters of the Bay Area; Center for Human Services; Contemporary Jewish Museum; Pathways Hospice Foundation; Redwood City Library Foundation; SF SPCA; Stanford Medical Center Development
laurajasonconsulting.com
linkedin.com/in/laurajason
(650) 269-0821
Laura JasonLaura Jason ConsultingPost Office Box 1365Menlo Park, CA 94026
https://laurajasonconsulting.com/mailto:laura%40laurajasonconsulting.com?subject=https://www.linkedin.com/in/laurajaso/
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SERVICES Mission Minded is a branding firm that works exclusively with nonprofit organizations. We believe that a brand that sets you apart is essential to a nonprofit’s success. Every day we guide nonprofits to uncover the big, bold idea that will attract more people to their work. Because in today’s world, a worthy mission is not enough. You’ve got to communicate what makes you unique at every opportunity.
AREAS OF EXPERTISE Capital CampaignsCommunications & Resource DevelopmentFoundationsMarketing & CommunicationsStaff Training/Board Development & TrainingStrategic CommunicationsStrategic Planning/Management
CLIENT LIST The Adoption Exchange; Children’s Council of San Francisco; Judi’s House; Canal Alliance; Uplift Family Services; UpStart; San Francisco Village; Oakland Museum of
California; Save the Redwoods
mission-minded.com/
linkedin.com/company/mission-minded
twitter.com/MissionM
facebook.com/missionmindedinc
mission-minded.com/category/blog
(415) 990-9360
Jennie WintonMission Minded145 Maywood WaySan Rafael, CA 94901
https://mission-minded.com/mailto:jennie%40mission-minded.com?subject=https://www.linkedin.com/company/mission-minded/https://twitter.com/MissionMhttps://www.facebook.com/missionmindedinchttps://mission-minded.com/category/blog/
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SERVICES Strengthen your fundraising program with the experienced professionals at My Philanthropy Team. Let us help you achieve your stretch goals, meet critical deadlines, and implement new, revenue-generating strategies. We serve as your satellite fundraising office and provide a wide range of services including: interim and project-based staffing solutions; fundraising consulting and campaign management, and; professional mentoring and leadership development. Strategic. Experienced. Insightful. Collaborative. That’s MPT.
AREAS OF EXPERTISE Annual FundCapital CampaignsDevelopment CoachingFeasibility StudiesFundraising StrategyGrant WritingInterim/Temporary StaffingLeadership CoachingMajor GiftsStrategic Communications
CLIENT LIST Community Action Marin; Fund for Global Human Rights; Lindsay Wildlife Experience; NV Opera House; Pleasant Hill Library Foundation; Presidio Graduate School; Save Mount Diablo; Washington Office on Latin America
myphilanthropyteam.com
linkedin.com/in/stacy-lee-gardner-49baaa2
twitter.com/teammpt1
facebook.com/myphilanthropyteam
myphilanthropyteam.com/blog
(707) 330-2279
Stacy Lee GardnerMy Philanthropy Team802 West K StreetBenicia, CA 94510
https://myphilanthropyteam.com/mailto:sgardner%40myphilanthropyteam.com?subject=https://www.linkedin.com/in/stacy-lee-gardner-49baaa2/https://twitter.com/teammpt1https://www.facebook.com/myphilanthropyteamhttps://myphilanthropyteam.com/blog/
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SERVICES Janet Harris counsels organizations and philanthropists who seek positive change in our world. She has more than 30 years experience in consulting and executive roles in performing arts and cultural institutions, global NGOs, and community-based organizations. She focuses on strategic planning, campaigns, board leadership, case development and messaging, revenue growth, and donor relations. She also coaches individual and family philanthropists on their strategy to optimize long-term philanthropic impact.
AREAS OF EXPERTISE Capital CampaignsFundraising CounselLeadership CoachingMajor GiftsPhilanthropic AdvisingStrategic Planning/Management
CLIENT LIST Maloto (NY/Malawi); City Hope SF; California Academy of Sciences; Digital Democracy; Hands On; Roundabout Theatre Company; Public Theater/NY Shakespeare Festival; James Beard Foundation
linkedin.com/in/janet-harris-43a85015
(415) 519-1718
Janet HarrisPalisade Consultants189 Downey StreetSan Francisco, CA 94117
mailto:JHpalisade%40gmail.com?subject=https://www.linkedin.com/in/janet-harris-43a85015/
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SERVICES Partnership Resources Group (PRG) is a consulting firm founded in 1990 specializing in capital, endowment and sustaining fund development programs for nonprofits, foundations and government agencies. Our team members includes fourteen professionals, each experienced specialists. PRG has developed and managed fundraising programs ranging from $500,000 to $120,000,000. PRG helps change the way organizations and their leaders think and perform, successfully placing their institutions in the path of new money.
AREAS OF EXPERTISE Annual Fund Capital CampaignsDevelopment AuditsEndowment DevelopmentFeasibility StudiesPlanned Giving
CLIENT LIST Whistlestop Housing Trust Silicon Valley UCSF Global Health; SF/Marin Food Bank; Guide Dogs for the Blind; Becoming Independent; Catholic Charities; City of South San Francisco
partnershipresourcesgroup.com
linkedin.com/in/melissa-a-irish
(415) 601-3980
Melissa Irish, MBA & Elliot LevinPartnership Resources Group (PRG)838 Mission StreetSan Rafael, CA 94901
https://partnershipresourcesgroup.com/mailto:melissa%40prgonline.net?subject=https://www.linkedin.com/in/melissa-a-irish/
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SERVICES Randall Search Associates works exclusively with nonprofits to recruit senior-level positions and their teams. We work primarily in the West with a principal focus on supporting the development/advancement profession. Our clients include those in the education, healthcare, environmental, human service and advocacy nonprofit sectors. We recruit chief development/philanthropy officers as well as directors of key functional areas within the development program (e.g., major gifts, corporate and foundation relations).
AREAS OF EXPERTISE Executive Search/Recruitment
CLIENT LIST National AIDS Memorial; Jewish Family & Children’s Services; Make-A-Wish Foundation; San Jose State University Pacific School of Religion; Climate Central; HealthRIGHT 360; Homebridge; RestoringVision
randallsearchassociates.com
linkedin.com/in/davidnrandall
(415) 767-3814
David RandallRandall Search Associates350 Rhode Island Street, Suite 240San Francisco, CA 94103
http://randallsearchassociates.commailto:david%40randallsearchassociates.com%20?subject=https://www.linkedin.com/in/davidnrandall/
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SERVICES The Ross Collective designs and leads inclusive, participatory processes for social sector boards and staff, including strategic planning, board development, training and coaching. Committed to racial equity in the nonprofit sector, we support organizations and individuals in practices that celebrate and amplify diverse voices and perspectives. Our founder Renee Rubin Ross is the Director of the Cal State University East Bay Nonprofit Management Certificate program and teaches for the program.
AREAS OF EXPERTISE Leadership CoachingManagement ConsultingPhilanthropic AdvisingStaff Training/Board Development & TrainingStrategic Planning/Management
CLIENT LIST Habitat for Humanity; Cal State University East Bay; Magic Cabinet; Agricultural Institute of Marin; Heyday Books; East Oakland Boxing Association; Sanford Institute of Philanthropy
therosscollective.com
linkedin.com/in/reneerubinross
twitter.com/reneerubinross
facebook.com/RRRConsults
(510) 685-4081
Renee Rubin RossThe Ross Collective215 Colgate AvenueKensington, CA 94708
PUBLISHED ARTICLES How to Win the Strategic Planning Battle
3 Questions for Leading Inclusive, Interactive Virtual Meetings
Better Nonprofit Leadership: Balance Compassion and Inclusive Action
An Unexpected Shift From First Steps to Breakthrough
https://www.therosscollective.com/mailto:renee%40therosscollective.com?subject=https://www.linkedin.com/in/reneerubinross/https://twitter.com/reneerubinrosshttp://facebook.com/RRRConsultshttps://www.nonprofitpro.com/post/how-to-win-the-strategic-planning-battle/https://bloomerang.co/blog/3-questions-for-leading-inclusive-interactive-virtual-meetings/https://bloomerang.co/blog/3-questions-for-leading-inclusive-interactive-virtual-meetings/https://www.nonprofitpro.com/article/better-nonprofit-leadership-requires-balance-compassion-and-inclusive-action/https://www.nonprofitpro.com/article/better-nonprofit-leadership-requires-balance-compassion-and-inclusive-action/https://www.nonprofitpro.com/article/an-unexpected-shift-from-first-steps-to-breakthrough/https://www.nonprofitpro.com/article/an-unexpected-shift-from-first-steps-to-breakthrough/
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SERVICES I provide customized fundraising services tailored to fit an organization’s needs and goals, including; ASSESSMENT of systems, data, staffing and readiness to launch a campaign.TRAIN + COACH Board members and Executive Directors. PLAN + IMPLEMENT comprehensive campaign plans. DEVELOP cultivation, solicitation, stewardship and recognition strategies. COMMUNICATE need and impact through grant proposals and customized appeals. RESEARCH individuals, private and corporate foundations for mission match prospects.
AREAS OF EXPERTISE Annual Fund Board RecruitmentCapital CampaignCulture of PhilanthropyDevelopment CoachingDonor Research/Prospect IDFundraising StrategyIndividual Giving Programs
CLIENT LIST Camp EDMO; Oaklantis Swimming; Reel Stories; Young Performer’s International, IN COLLABORATION WITH JamBear Consulting: Rubicon Programs; Khan Academy; Millennium.org
sarahwachs.com
linkedin.com/in/sarah-wachs-5826994
(510) 316-2131
Sarah WachsSarah Wachs Consulting4618 San Sebastian AvenueOakland, CA 94602-1428
https://www.sarahwachs.com/mailto:sarahwachsconsulting%40gmail.com?subject=https://www.linkedin.com/in/sarah-wachs-5826994/
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SERVICES You want to change the world. We can help. SKS Consulting helps nonprofits strengthen programs, processes and systems to more effectively serve their clients and communities. We offer strategic planning, organizational assessment, board development and more. As Principal Consultant, Stacey successfully blends over 20 years of experience with emergent analytical tools and best practices to deliver customized and achievable solutions. She has worked with nonprofits at all stages of growth in a variety of fields.
AREAS OF EXPERTISE Development AuditsFeasibility StudiesFundraising StrategyManagement ConsultingStaff Training/Board Development & TrainingStrategic Planning/Management
sksconsulting.net
linkedin.com/in/staceyksmith
twitter.com/sksconsult
(510) 530-6994
Stacey Smith, M.B.A.SKS Consulting4200 Park Boulevard, #909Oakland, CA 94602
https://sksconsulting.net/mailto:stacey%40sksconsulting.net?subject=http://linkedin.com/in/staceyksmithhttps://twitter.com/sksconsult
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SERVICES Stirling Associates helps aspiring nonprofits markedly increase their philanthropic resources so they can advance society. We have decades of successful campaign experience in creating, customizing and guiding successful major campaigns. Our services include campaign evaluation, strategy, planning and management; feasibility and planning studies; development assessments; campaign implementation and management; interim executive staffing; leadership coaching; and workshops and retreats for Board and staff.
AREAS OF EXPERTISE Capital CampaignsDevelopment AuditsEndowment DevelopmentFeasibility StudiesInterim/Temporary StaffingLeadership CoachingMajor Gifts
CLIENT LIST CuriOdyssey; Save the Bay; Katherine Burke’s School; De La Salle High School; California State Universities (various); College of Marin; Sempervirens Fund; Buck Institute; Walt Disney Family Museum; UC Press
stirlingassociatessf.com
linkedin.com/in/patricia-stirling-sf
(415) 876-2994
Patricia L StirlingStirling Associates346 Funston AvenueSan Francisco, CA 94118
https://www.stirlingassociatessf.com/mailto:patricia%40stirlingassociatessf.com%20?subject=https://www.linkedin.com/in/patricia-stirling-sf/
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SERVICES We specialize in fund development, Board governance and strategic planning for nonprofits, and our customized approach responds to the unique needs of your organization and priorities. Besides the areas of expertise noted, our services include development assessments, major gifts strategy, coaching Boards in philanthropy, and providing interim staffing leadership during transition. Our collaborative approach creates long-term value for your donors, volunteer leadership and staff. Clients are local, regional, national.
AREAS OF EXPERTISE Capital CampaignsFeasibility StudiesFull ServiceInterim/Temporary StaffingMajor GiftsStaff Training/Board Development & Training
CLIENT LIST University of California, Berkeley; California Academy of Sciences; St. Paul’s Episcopal School; Homeless Prenatal Program; Center for Elders Independence; Marine Mammal Center; Asian Art Museum; NatureBridge
theresanelson.com
linkedin.com/in/theresa-nelson-b4a4867
twitter.com/TMNelson
(510) 420-0539
Theresa NelsonTheresa Nelson & Associates446 Hudson StreetOakland, CA 94618
http://theresanelson.commailto:theresa%40theresanelson.com?subject=https://www.linkedin.com/in/theresa-nelson-b4a4867/https://twitter.com/TMNelson
