Client Engagement Highlights

STRATEGY

Northwest Healthcare Response Network

  • Facilitated comprehensive 3-year strategic plan for regional disaster response healthcare collaborative;
  • Served as executive coach for Executive Director

Northwest Girlchoir

  • Facilitated 2015-2023 strategic planning process which resulted in ambitious (and subsequently successful) growth plan;
  • Established board development and effectiveness systems to project manage annual board work plan;
  • Delivered storytelling “Public Narrative” workshop for Board and staff.

Elizabeth Gregory Home

  • Facilitated 2015-2016 strategic planning process which precipitated significant major donor support for capacity investments and grantmaker support for program development. The plan resulted in staff reorganization and expansion, successful capital campaign, and ramp up of services expansion for women experiencing homelessness.

Northaven Retirement

  • Designed process and coached Executive Director through comprehensive staffing reorganization/succession for program expansion.
  • Facilitated turnaround strategic planning process, resulting in capital development plan to more than double the housing units of the organization, and provide “outpatient” mobile and on-site services to the broader neighborhood.

Washington Women in Need

  • Developed strategic framework, programmatic framework and communications collateral to engage individual/major donors;
  • Facilitated program evaluation process, including client surveys and focus group to analyze and recommend changes to program design and referral processes, and evaluate the prospect of forming a client advisory board and peer learning groups.

SouthEast Effective Development (SEED)

  • Developed comprehensive business plan for Public Art Urban Space Enterprise (PAUSE) for start-up earned income initiative resulting in successful start-up.
  • Developed business plan for Rainier Valley Youth Theatre (RVYT) resulting in increases in earned and contributed revenue, successfully positioning program for six-figure national grants;
  • Provided competitor analysis and identified candidates for strategic alliances;
  • Conducted market research and stakeholder engagement processes including on-line and telephone market surveys;
  • Conducted strategic planning forum which resulted in ongoing advisory group, and a five-year strategic plan.

INTERIM LEADERSHIP

One by One

  • Interim Executive Director focused on completion of a 3-year strategic plan, staffing analysis, and fundraising management.
  • Developed grant-making policy framework;
  • Instituted comprehensive board development and capacity building, including directly recruiting two new board members, and overseeing onboarding of 4 new board members within a three month period.
  • Coached Program Director

Agros International

  • Interim Leader of Development Department during a time of executive, program, and development leadership transition;
  • Led team of 7 people through 4th quarter comprehensive resource development campaign, exceeding goal;
  • Planned and executed annual gala;
  • Completed team reorganization, hired 5 new staff, developed and implemented management systems.

World Affairs Council of Seattle

  • Served as Interim Director of Development, led membership framework redesign, recruited individual and corporate members, completed a Development Plan to turn around fundraising course for the agency.

Springwire (Formerly Community Voice Mail National)

  • Served as Interim Director of Development;
  • Developed a revenue plan for transition of Community Voice Mail from US to Canada;
  • Led the relationship with Cisco Foundation raising $1.4 million;
  • Led the public launch of Community Voice Mail’s rebrand to Springwire;
  • Established grants management program which secured $350,000 in annual revenue;

FUNDRAISING

The Prosperity Agenda

  • Crafted Case for Support to launch external communications and fundraising initiates for this statewide intermediary;
  • Secured $950,000 grant from a national funder to launch Career Readiness Pilot project;
  • Created comprehensive board development program including recruitment systems.

Childhaven

  • Built grants management system, revived stagnant grants program, project managed grant-seeking plan;
  • Designed and presented Major Giving Moves Management training to the Board of Directors on the roll of the volunteer in major giving, and the process of donor cultivation;

Community Development Corporations of Seattle

  • Developed funding case and led advocacy effort to secure $900,000 in City funding for six Seattle-area community development corporations;

Mount Baker Rowing and Sailing Center

  • Counsel for $2.4 million capital campaign;
  • Major giving, foundation, corporate and government grant-writing, government relations, and volunteer recruitment and management;
  • Facilitated annual board retreat focused on transitioning to strategic fundraising board.

MERGERS

Interim CDA & International District Housing Alliance

  • Facilitated strategic planning process and subsequently designed and led the agency’s merger due diligence and implementation process with an International District housing and housing services agency.

Therapeutic Health Services (THS) and Central Youth and Family Services (CYFS)

  • Facilitated successful merger of the largest regional nonprofit provider of mental health services with a youth services agency to provide comprehensive “cradle to grave” mental health services for low income people in the Greater Seattle region;
  • Developed case for support and grant boilerplate for post-merger capacity building grant-seeking;
  • Provided executive coaching to THS Executive Director during transition;

Professional Highlights

Impact Capital, Fund Development & Communications Officer, 1/07 – 7/08

  • Raised $5.5 million in loan capital to re-capitalize community loan funds;
  • Produced successful Credit Union CEO forum to engage credit unions in supporting community development;
  • Managed all investor relations and compliance requirements for $28 million loan fund;
  • Created successful corporate sponsorship program to support Training Program;;
  • Developed “visual identity” for organization including brand guidelines, logo, communications guidelines;
  • Created a communications plan, and organizational collateral materials;
  • Produced regional “community development policy forums” in Yakima and Seattle;

United Way of King County – Director, Community Campaigns, 8/01 – 6/03

  • Directed two successful UWKC workplace campaigns which raised $65 million in gifts under $10,000 from individuals;
  • Successfully reorganized department, decreasing staff and loaned executive expenses by 10%;
  • Staffed top customer relationships with Boeing Company and Microsoft valued at $30million;
  • Managed team of four fundraisers and oversaw operations of 16 person department;
  • Oversaw direct mail program increasing dollars raised from $125,000 to $550,000 annually.

The Salvation Army, Capital Campaign Manager and Volunteer Department Director, 7/98 – 7/01

  • Secured foundation and corporate grants ($300-800,000);
  • Created comprehensive volunteer policies and procedures for volunteer management;
  • Recruited, trained, supervised 1000 volunteers annually for indirect/direct service work;

Columbia City Revitalization Committee, Community Development Consultant, 4/97 – 8/97

  • Produced 1997 Columbia City Town Meeting, a forum for neighborhood revitalization, drawing 200 citizens
  • Created and implemented economic development and community building proposals;
  • Led mission and vision process for community stakeholders and active CCRC volunteers;
  • Organized neighborhood business association event with 15 businesses in attendance;

Cascade Center for Public Service, Project Manager, 1/94 – 12/96

  • Product and business development for “ElectronicHallway.org,” a public policy curriculum website;
  • Edited submissions and commissioned content on non-profit management, and organizational development;
  • Managed Pew Charitable Trusts $800,000/3yr and Annie E. Casey $350,000/three year grants;

TRAINING/EDUCATION EXPERIENCE

  • Part-time Lecturer, University of Washington, Bothell (Grantseeking and Grantsmanship)
  • Co-Chair, AFP Advancement Northwest Annual Conference (Forum on Strategic Fundraising)
  • Co-Chair, Program Committee, AFP Advancement Northwest (2005-2008)
  • Trainer, AFP Symposium on Major Gifts
  • Workshop Leader, Marshall Ganz’ Public Narrative techniques
  • Curriculum Designer, Trainer, Rainier Valley Corps (RVC)

SECTOR LEADERSHIP & COMMUNITY INVOLVEMENT

  • Board Member, Past President, AFP Advancement Northwest
  • Co-Chair, Forum on AFP Advancement Northwest Strategic Fundraising
  • Fellow Mentor, Rainier Valley Corps

EDUCATION AND TRAINING

  • Creating the Future Fellowship Programs 2010-2016
  • Respectful Confrontation 2015, 2017
  • Leadership Academy, Association of Fundraising Professionals 2008
  • Association of Fundraising Professionals Professional Development
  • Leadership Tomorrow, Class of 2003
  • Dale Carnegie Communication Skills 2003
  • Management Action Program (MAP) 2002
  • King County Organizing Project – Community Organizing Training 2000
  • Drucker Institute Consulting Tool Kit Management 1999
  • United Way Volunteer Management Training 1998
  • American Conservatory Theatre, Summer Training Congress 1988
  • Undoing Institutional Racism –1986
  • Bachelor of Arts, Humanities, University of California at Berkeley 1987

PROFESSIONAL AFFILIATIONS

  • Member, Association of Fundraising Professionals (Since 1997)
  • Creating the Future Fellow since 2010