National Individual Giving Consultant, GRID Alternatives, a national nonprofit bringing the benefits of solar technology to communities that would not otherwise have access. Co-designed and implemented the organization’s first gala fundraising event, first national major donor circle, and first individual donor policy. Updated high-touch major donor management processes and supporting Salesforce CRM system. Currently provide national headquarters direction for the design and implementation of individual donor engagement policies, programs, and systems. Train and coach senior staff in nine regional offices/affiliates and for GRID’s international and tribal program teams in investor relationship management best practices and strategic engagement.
Strategist and facilitator, App Camp for Girls, engaging middle school girls in technology. Design and lead 2017 business and strategic planning process. Provide management, impact and program growth, Board development, and fundraising strategy consulting. Facilitate Board/staff retreats and provide fundraising training for staff and volunteers.
Strategist and facilitator, Rising Sun Energy Center, empowering individuals to achieve environmental and economic sustainability via green training, employment, and residential efficiency programs. 2017-2020 strategic planning, Board development and training, and fundraising evaluation, training, and planning consulting. Design and support implementation and socialization of Board member engagement contracts and process in partnership with the Board Chair.
– Select Past Projects –
Strategist and design advisor, YTH, the partner of choice for those in search of new ways to advance the health of youth and young adults through technology. Business strategist and advisor to design lead for the development of a conceptual innovative technology tool designed to reduce rates of unplanned teen pregnancy. Lead author, business plan; advisor, investor pitch deck.
Strategist, Insight Center for Community Economic Development, Design and facilitate strategy session with senior staff and organizational consultants resulting in clarification of a donor value proposition, the production of a programmatic journey map, and case statement for support.
Strategist, Image Design Works, created a design brief for a philanthropic foundation client including insights on audiences, key concepts, storytelling to inform design, design ideas, competition/landscape information, and key questions to address with the client.
Strategist, Northern California Grantmakers, used foresight tools to conduct futures thinking scenario for leadership to consider in member engagement planning; led staff strategy session using design thinking methodology.
Strategist, Drug Policy Alliance, the nation’s leading organization promoting drug policies grounded in science, compassion, health and human rights. Co-create revenue generation plan and implementation timeline with staff for new program, provide ongoing staff coaching.
Executive Coach and Facilitator, Full Circle Fund, an active network of professionals who leverage their time, talent and connections to help nonprofit organizations launch new initiatives, make a greater impact and accelerate positive change in the San Francisco Bay Area. Executive Director coaching; facilitate Board of Directors meeting, staff retreat.
Strategist, New Sector Alliance, whose mission is to strengthen the social sector by enriching its talent pipeline. Assessment of fundraising program, staffing, and systems; design of a fundraising action plan and case statement; advise on implementation; stafftraining.
Interim Capital Campaign Director, The Student Conservation Association Provide strategic insight and daily project management to the $25M Campaign for the SCA. The SCA has trained future conservation movement leaders for 60 years through programs that inspire lifelong stewardship of our environment by engaging young people in hands-on service to the land.
Executive Coach and strategist, The Edible Schoolyard Project, whose mission is to build and share an edible education curriculum for kindergarten through high school. Strategize fundraising strategy and coach senior development staff.
Strategist and facilitator, League of Women Voters of California, California’s most prominent political organization for women and men. Interview stakeholders, generate insights, and design a planned giving plan and program. Design Leadership Circle major donor campaign, provide Board fundraising training, and individually coach Board and staff during the campaign.
Interim Vice President of Development, Link Media, a transformative media company delivering global news, documentaries and entertainment to a worldwide audience of 35 million via broadcast, web and mobile devices.
Strategist, California Trout Helped organize & optimize major donor fundraising efforts by evaluating current development systems & staffing, coaching staff and Board, designing an annual major donor tactical plan and planned giving plan.
Strategist, Multinational Exchange for Sustainable Agriculture Conduct series of strategy sessions with staff leaders to guide strategic program direction, Board roles and volunteer engagement strategy, and transition to Co-Director staffing structure.
– Additional Clients-