afp golden gate consultant directory 2021
TRANSCRIPT
CONSULTANT DIRECTORY2021
A F P G O L D E N G A T E
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 are either
members of AFP or have signed the AFP Code of
Ethics, ensuring that they hold the high standards
and best practices represented by the Association of
Fundraising Professionals.
CONSULTANTS BY COMPANY NAME
Bischoff Consulting 6 Brakeley Briscoe, Inc. 7 Brakeley Search 8 Brenda S. Cook Consulting 9 Capacity Blueprint 10 Carsen Consulting 11 Cook Silverman Search 12 Donor Boom 13 Essex & Drake Fundraising Counsel 14 GRANTdog 15 Laguna Creek Consulting 16 Laura Jason Consulting 17 Lyons-Newman Consulting 18 My Philanthropy Team 19 Patty Winter 20 Partnership Resources Group 21 PLC Philanthropic Services 22 Randall Search Associates 23 RKA Advisors 24 Sarah Wachs Consulting 25 SKS Consulting 26 Stirling Associates 27 Theresa Nelson & Associates 28 Top Cloud Consulting 29 Wanda Scott & Associates 30
Rehana Abbas 24 B.J. Bischoff 6 Marianne Briscoe 7 Susan Carsen 11 Brenda Cook 9 Phyllis Cook 22 Stacy Lee Gardner 19 Melissa Irish 21 Laura Jason 17 Sari McConnell 13 Theresa Nelson 28 Medha Nanal 29 Belinda Lyons-Newman 18 Henry Pacheco 10 Rhonda Poppen 15 David Randall 23 Wanda Scott 30 Victoria Silverman 12 Stacey Smith 26 Chelsey Souza 14 Scott Staub 8 Michael Stein 16 Patricia L Stirling 27 Sarah Wachs 25 Patty Winter 20
CONSULTANTS BY LAST NAME
Annual Fund 14, 17, 19, 25, 26 Board Recruitment 25
Capital Campaigns 7, 9, 11, 14, 17, 19, 21, 24, 25, 27, 28 Communications & Resource Development 10 Corporate Sponsorship 17
Culture of Philanthropy 14, 25, 26 Development Audits 11, 13, 21, 27 Development Coaching 19, 25 Development Technology 16, 29 Digital Fundraising 16 Donor Research/Prospect ID 25 Endowment Development 22, 27 Executive Search/Recruitment 8, 12, 23 Feasibility Studies 7, 11, 14, 19, 21, 27, 28 Foundations 14, 22 Full Service 7, 9, 28 Fund Development 14, 30 Fundraising Counsel 11, 24, 30 Fundraising Strategy 7, 9, 10, 13, 15, 16, 17, 18, 21, 24, 25, 26, 27, 30 Grant Writing 6, 15, 17, 19, 20 Individual Giving Programs 13, 16, 24, 25 Interim/Temporary Staffing 19, 28 Leadership Coaching 6, 9, 19, 27 Major Gifts 7, 9, 13, 19, 21, 24, 27, 28, 30 Management Consulting 6, 18, 26, 27 Marketing & Communications 10, 16, 20 Philanthropic Advising 14, 18, 22, 30 Planned Giving 14, 21 Prospect Research 15, 17 Staff Training/Board Development & Training 6, 7, 9, 10, 11, 14, 18, 24, 28, 30 Strategic Planning/Management 18, 26 Strategic Communications 10, 13, 15, 19
CONSULTANTS BY AREA OF EXPERTISE
AFP GOLDEN GATE MEMBER
bjbischoff.com
linkedin.com/in/dr-b-j-bischoff-0b786321
twitter.com/bjbischoff
facebook.com/bischoffconsulting
instagram.com/b.j.bischoff
sonomasun.com/category/nonprofit-matters
707-938-1225
6
SERVICES We specialize in researching grant funding sources and writing grants for nonprofits, universities, and school districts. We 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 2002, I have conducted AFP International’s Faculty Training Academy, which has graduated over 300 Master Trainers.
AREAS OF EXPERTISE Grant Writing Management ConsultingStaff Training/Board Development & Training Strategic Planning/ManagementLeadership Coaching
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
B.J. Bischoff, Master TrainerBischoff Consulting1051 Broadway Suite G | Sonoma, CA 95476
AFP GOLDEN GATE MEMBER
7
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; bench-marking; and prospect research.
AREAS OF EXPERTISE Capital CampaignsFeasibility StudiesFull ServiceFundraising StrategyMajor GiftsStaff Training/Board Development & Training
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; Resurge
BrakeleyBriscoe.com
linkedin.com/in/marianne-briscoe-0630b111
brakeleybriscoe.com/fundraising-capital- campaigns-executive-search/articles/ blog-capital-campaigns/
650-344-8883
Marianne Briscoe, Ph.D., ACFREBrakeley Briscoe, Inc.322 West Bellevue Avenue | San Mateo, CA 94402
8
AFP GOLDEN GATE MEMBER
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 LISTJewish Family & Community Services East Bay; Safe & Sound; Sierra Vista Child & Family Services; Hanover Theatre; CORA; Institute on Aging; Sustainable Conservation
Scott Staub, ACFREBrakeley Search322 W. Bellevue Ave | San Mateo, CA 94402
brakeleysearch.com
linkedin.com/in/scott-staub-235130
@scott_staub
408-425-5711
SERVICES With a focus on nonprofits, higher education, and healthcare, I can serve a broad array of organizations. Since every organization is unique, my development involvement across the country provides a rich cultural and economic understanding of donor environments. I provide services in all development areas focusing on adding value and transformative change. I provide specialization in comprehensive and capital campaigns.
AREAS OF EXPERTISE Capital CampaignsFull ServiceFundraising StrategyMajor GiftsStaff Training/Board Development & TrainingLeadership Coaching
CLIENT LIST Call of the Sea; Stanford Medical Center; CSU; Monterey Bay; Dominican University of CA; Maine Women’s Fund; Orlando Children’s Theater; University of Central
Florida; Northern Lights Foundation
brendascook.com
linkedin.com/in/brenda-cook-b7827a12
www.theentrepreneursfam.com
415-991-9972
Brenda Cook, CFRE Brenda S. Cook Consulting 409 Sylvia Way | San Rafael, CA 94903
9
AFP GOLDEN GATE MEMBER
capacityblueprint.com
linkedin.com/company/capacityblueprint
@CapBlueprint
capacityblueprint.com/blog
628-777-2934
10
AFP GOLDEN GATE MEMBER
SERVICES Capacity Blueprint is dedicated to providing training and consulting to the charitable sector to build capacity and advance missions and impact. Our services are geared towards smaller nonprofits and we intentionally provide tools and advice that is feasible for a busy nonprofit with limited staff capacity. Services provided include: Communication Strategy; Fundraising Strategy; Board Governance; Operational Strategy.
AREAS OF EXPERTISE Fundraising StrategyMarketing & CommunicationsStaff Training/Board Development & Training Communications & Resource DevelopmentStrategic Communications
CLIENT LIST Mindful Littles; Call BlackLine; Magic Tooth Bus; San Francisco Baykeeper; Junior Tennis Fund of Sacramento
Henry PachecoCapacity Blueprint 1390 Market Street Suite 200 | San Francisco, CA 94102
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 AuditsDevelopment CoachingFeasibility StudiesFundraising Counsel Staff Training/Board Development & Training
CLIENT LIST Children’s Health Council; Campaign for Palace of Fine Arts; Foothill-DeAnza Community College Foundation; Santa Cruz SPCA; Arctic Ice Project; New Museum Los Gatos; Piedmont Unified School District
Susan CarsenCarsen Consulting 2625 Middlefield Road #411 | Palo Alto, CA 94306
11
carsenconsulting.com
linkedin.com/in/carsenconsulting
650-245-7707
12
AFP GOLDEN GATE MEMBER
cooksilverman.com
linkedin.com/in/victoria-silverman
twitter.com/CookSilverman
facebook.com/cooksilverman
cooksilverman.com/blog
415-534-5301
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 ScholarMatch; The Athenian School; Children’s Fairyland; Oakland Museum of CA; SF MOMA; The Climate Center; California Council on Science and Technology; Santa Rosa Junior College
Foundation; SAVE
Victoria Silverman Cook Silverman Search 336 Bon Air Center #300 | Greenbrae, CA 94904
donorboom.com
linkedin.com/in/sarimcconnell
facebook.com/DB.IgniteGenerosity
donorboom.com/blog
650-477-7066
13
AFP GOLDEN GATE MEMBER
SERVICES Donor Boom, a strategic fundraising consulting firm, partners with nonprofits under-resourced in development to create fundraising plans that deliver results. Using a data-driven analytical approach and strategic savvy, Donor Boom helps its clients lead with a plan that prioritizes and focuses resources. The end result? Donor Boom ignites donor generosity to drive sustainable, long-term growth. With an enterprising spirit, Founder Sari McConnell brings 25+ years of nonprofit & for-profit experience to every project.
AREAS OF EXPERTISE Development Audits Fundraising Strategy Major Gifts Strategic Communications Individual Giving Programs
CLIENT LIST Leadership Council of San Mateo County; Burlingame Community for Education Foundation Endowment Fund; Plant a Row for the Hungry Annual Fund
Sari McConnell, MBA Donor Boom 1378 De Soto Avenue | Burlingame, CA 94010
essexdrake.com
linkedin.com/in/chelseypiasentinsouza
@chelseyasouza
facebook.com/essexdrake
essexdrake.com/news-resources
408-655-319
14
AFP GOLDEN GATE MEMBER
SERVICES Essex & Drake is a women-led consultancy offering a range of services specializing in philanthropic development. Our services include capital campaign counsel, feasibility studies, board & staff coaching, individual & institutional giving programs, wealth screening & research, philanthropic development assessments, and advancement planning. We understand the importance of developing a strong culture of philanthropy, which inherently emphasizes the value and role of board members, staff, and volunteers in fundraising.
AREAS OF EXPERTISE Annual Fund Capital Campaigns Feasibility Studies Foundations Fund Development Philanthropic Advising Planned Giving Staff Training/Board Development & Training Culture of Philanthropy
CLIENT LIST African-American Shakespeare Co; Clinic By the Bay; Japanese American Museum; Los Altos Library Endowment; Man2Man Urban Youth Advocate; San Jose Evergreen Community College FDN; Senior Services of NorCal
Chelsey Souza, CFRE Essex & Drake Fundraising Counsel 3953 Casa Grande Way | San Jose, CA 95118
GRANTdog.com
linkedin.com/in/rhonda-poppen-24968813
twitter.com/grant_dog
facebook.com/GRANTdog-1395269224062220
grantdog.com/blog
704-773-2052
15
AFP GOLDEN GATE MEMBER
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. Team asset and listener, 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 Fundraising Strategy Grant WritingStrategic CommunicationsProspect Research
CLIENT LIST Rose Bowl Legacy Foundation; YMCA’s in NC and TN; National Coalition of Black Women SF; Fisherman’s Wharf CBD; San Bruno Park
School District Health Center; Alegrian
Rhonda PoppenGRANTdog1819 Polk Street, Number 254 | San Francisco, CA 94109
AFP GOLDEN GATE MEMBER
lagunacreekconsulting.com
linkedin.com/in/michaelstein2
twitter.com/mstein63
lagunacreekconsulting.com/blog
510-717-6050
16
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 on digital strategy. He is formerly a Senior Account Executive at the Mal Warwick Donordigital fundraising agency.
AREAS OF EXPERTISE Development Technology Fundraising Strategy Marketing & Communications Digital Fundraising Individual Giving Programs
CLIENT LIST Community Action Marin; Consumer Reports; Habitat for Humanity Intl; William J. Clinton Foundation; Berkeley Humane; Northern California Grantmakers; Othering & Belonging Institute at UC Berkeley
Michael SteinLaguna Creek Consulting97 Coral Drive | Orinda, CA 9456
AFP GOLDEN GATE MEMBER
laurajasonconsulting.com
linkedin.com/in/laurajason
650-269-0821
17
SERVICES Laura Jason, CFRE works with you to maximize funding from institutional sources. For over 25 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 Annual Fund Capital Campaigns Corporate Sponsorship Fundraising Strategy Grant Writing Prospect Research
CLIENT LIST Big Brothers Big Sisters of the Bay Area; Center for Human Services; Contemporary Jewish Museum; Pathways Hospice Fdn.; Redwood City Library Foundation; SF SPCA; Stanford Medical Center
Laura JasonLaura Jason ConsultingPost Office Box 1365 | Menlo Park, CA 94026
AFP GOLDEN GATE MEMBER
lyonsnewman.com
linkedin.com/in/belindalyonsnewman
@belindalyonsn
facebook.com/lyonsnewman/
instagram.com/lyonsnewmanstrategy/
510-280-5634
18
SERVICES We provide strategic planning, facilitation, and organizational development services to advance social, racial, environmental, and economic justice. Our strategic planning increases organizational impact and sustainability through processes that are data-driven, skillfully facilitated to build alignment with staff, board, and other stakeholders, and that build a roadmap to guide priorities and decision-making. We are an anti-racist organization committed to furthering diversity, equity, and inclusion.
AREAS OF EXPERTISE Fundraising StrategyManagement Consulting Philanthropic Advising Staff Training/Board Development & Training Strategic Planning/Management
CLIENT LIST U.C. Berkeley Greater Good Science Center; Asian Americans for Community Involvement (AACI); Audubon Canyon Ranch; Bay Area Urban Debate League; Root & Rebound; Kaiser Permanente San Francisco
Belinda Lyons-Newman, MBA Lyons-Newman Consulting462 Vincente Avenue | Berkeley, CA 94707
AFP GOLDEN GATE MEMBER
myphilanthropyteam.com
linkedin.com/company/my-philanthropy-team
twitter.com/teammpt1
facebook.com/myphilanthropyteam
myphilanthropyteam.com/blog
707-330-2279
19
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 Fund Capital Campaigns Development Coaching Feasibility StudiesFundraising Strategy Grant Writing Interim/Temporary Staffing Major Gifts Strategic Communications Leadership Coaching
CLIENT LIST Community Action Marin; Hope Solutions; Fund for Global Human Rights; Summerbridge SF; Presidio Graduate School; Land Trust for Santa Barbara Co.; Washington Office on Latin America; West Marin Fund
Stacy Lee GardnerMy Philanthropy Team802 West K Street | Benicia, CA 94510
AFP GOLDEN GATE MEMBER
wintertime.com
linkedin.com/in/pattywinter
408-734-0696
20
SERVICES I tell stories that get results. My grant proposals and collateral materials engage, educate, and motivate funders. I come up to speed quickly on programs and services, then convey their key messages in compelling ways. I have a keen eye for details and can create succinct text for online and PDF applications.
I can help your organization with:• Grant proposals (foundations, corporations,
local governments)• Web content• Newsletters• Stewardship reports• Brochures and flyers• Media releases and PSAs
AREAS OF EXPERTISE Grant Writing Marketing & Communications
CLIENT LIST Sunnyvale Community Services; Community Services Agency; StarVista; Filoli; Pacific Horticulture Society
Patty WinterPO Box 537 | Menlo Park, CA 94026
partnershipresourcesgroup.com
linkedin.com/in/melissa-a-irish
415-601-3980
21
AFP GOLDEN GATE MEMBER
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 Capital Campaigns Development AuditsFeasibility Studies Fundraising Strategy Major Gifts Planned Giving
CLIENT LIST Housing Trust Silicon Valley; UCSF Global Health; SF/Marin Food Bank; Guide Dogs for the Blind; Becoming Independent; Catholic Charities; California Film Institute; Pacific Vision Foundation; Habitat for Humanity
Melissa Irish, MBAPartnership Resources Group838 Mission Avenue | San Rafael, CA 94901
SERVICES • Assisting new foundations develop best
practices to achieve maximum impact.• Assisting individuals and families to identify
the grantees that will meet their goals.• Connecting funders with other funders who
have similar objectives.• Managing complex large grants.• Assisting donors to meet key experts to
learn more about their areas of interest.• Assisting non-profits develop effective
endowment programs.
AREAS OF EXPERTISE Endowment Development Foundations Philanthropic Advising
CLIENT LIST SF Jewish Community Federation; Helen Diller Foundations; Bay Area consultant for American Jewish Joint Distribution Comm.; Feldman Family CA Found.; John Pritzker Family Fund; Stephen & Nancy Grand
Phyllis CookPLC Philanthropic Services 1485 Sansome Street | San Francisco, CA 94111
22
AFP GOLDEN GATE MEMBER
plcps.com
415-999-3852
randallsearchassociates.com
linkedin.com/in/davidnrandall
415-769-4210
23
AFP GOLDEN GATE MEMBER
SERVICES Randall Search is a San Francisco-based search firm that specializes in identifying and recruiting nonprofit leaders and their teams. We work with organizations nationally and offer strong expertise in development/advancement, marketing and communications, and alumni relations recruitments. Our diverse clients include those in the education, healthcare, human services, environmental, and advocacy sectors. We recruit leadership-level positions as well as heads of key functional areas within the advancement program.
AREAS OF EXPERTISE Executive Search/Recruitment
CLIENT LIST YMCA of the East Bay; Horizons Foundation;SF Goodwill; San Jose State Univ.; Children’s Hospital, Orange County; Make-A-Wish Greater Bay Area; Jewish Family & Children’s Services; St. Francis High School
David RandallRandall Search Associates231 Harvard Street | San Francisco, CA 94134
SERVICES Rehana Abbas has over 15 years of experience in the nonprofit sector. In 2021, she founded RKA Advisors, an independent consulting and management firm providing services to help nonprofits reach their full potential through development strategy, capital campaigns, board governance, and diversity & equity work. Additionally, she can provide interim staffing support. Rehana has extensive experience with campaigns, major gifts, membership and individual giving programs, and corporate and foundation funding.
AREAS OF EXPERTISE Capital Campaigns Fundraising Counsel Fundraising StrategyMajor GiftsStaff Training/Board Development & Training Individual Giving Programs
CLIENT LIST The Charlie Cart Project; San Jose Museum of Art; Bayview Hunters Point Foundation
Rehana AbbasRKA Advisors 675 Congo Street | San Francisco, CA 94131
24
AFP GOLDEN GATE MEMBER
linkedin.com/in/rehana-abbas-3955713
617-653-1865
sarahwachs.com
linkedin.com/in/sarah-wachs-5826994
510-316-2131
25
AFP GOLDEN GATE MEMBER
SERVICES I provide customized fundraising services tailored to fit your organization’s needs and goals. Including: Assessing systems, staffing & readiness. Communicating the need through compelling grant proposals, customized appeals & marketing materials. Researching individuals, corporations & foundations for mission match prospects. Coaching and training ED, Board members & staff. Planning and implementing comprehensive campaign plans.
AREAS OF EXPERTISE Annual FundBoard RecruitmentCapital CampaignCulture of PhilanthropyDevelopment CoachingDonor Research/Prospect IDFundraising StrategyIndividual Giving Programs
CLIENT LIST Barrel Bag; BAVC; EDMO; Millennium School; Oaklantis Swimming; Optio, Reel Stories; Kids In Tech; IN COLLABORATION WITH Minni Pattig Consulting: Rubicon Programs; Khan Academy; Millennium.org
Sarah WachsSarah Wachs Consulting4618 San Sebastian Avenue | Oakland, CA 94602
sksconsulting.net
linkedin.com/in/staceyksmith
blueavocado.org/volunteers/creat-ing-a-more-robust-volunteer-develop-ment-program-during-the-covid-19-crisis
510-530-6994
26
AFP GOLDEN GATE MEMBER
SERVICES SKS Consulting guides organizations through growth and change while helping them stay connected to the heart of their missions. We serve nonprofits in multiple fields and in all stages of development. Services include board development and training, planning and evaluation, volunteer engagement and fundraising/development support. Principal Consultant Stacey Smith blends 20+ years of experience with innovative best practices to deliver customized and achievable solutions that meet your needs. How can we help you?
AREAS OF EXPERTISE Annual FundFundraising Strategy Management Consulting Staff Training/Board Development & Training Strategic Planning/Management Culture of Philanthropy
CLIENT LIST Alameda County Health Care Services Agency; Berkeley Unified School District; Golden Gate Park Band; San Francisco Classical Voice; St. Vincent de Paul High School; STEAM Stars Scholarships
Stacey Smith, M.B.A.SKS Consulting4200 Park Boulevard #909 | Oakland, CA 94602
stirlingassociatessf.com
linkedin.com/in/patricia-stirling-sf
415-876-2994
27
AFP GOLDEN GATE MEMBER
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 Campaigns Development Audits Endowment Development Feasibility Studies Fundraising Strategy Major Gifts Management Consulting Leadership Coaching
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; PRC; Australia National University
Patricia L StirlingStirling Associates346 Funston Avenue | San Francisco, CA 94118
theresanelson.com
linkedin.com/in/theresa-nelson-b4a4867
twitter.com/TMNelson
510-420-0539
28
AFP GOLDEN GATE MEMBER
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 Studies Full ServiceInterim/Temporary Staffing Major 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
Theresa NelsonTheresa Nelson & Associates446 Hudson Street | Oakland, CA 94618
SERVICES Top Cloud Consulting is a boutique technology consulting firm in San Francisco Bay Area. We specialize in working with nonprofit and educational organizations (including K-12 and HED) to help assess their technology gaps, and select, set up and integrate their cloud-based CRM & database systems to improve efficiency, insights and ensure seamless data and process flow. We also offer services in custom solution development using prominent CRM, Content and Cloud platforms. Please contact us or visit our website.
AREAS OF EXPERTISE Development Technology
Medha NanalTop Cloud Consulting 3337 Ramona Street | Palo Alto, CA 94306
29
AFP GOLDEN GATE MEMBER
topcloudconsult.com
linkedin.com/in/medha-nanal-67962b1
@topcloudconsult
650-600-9374
SERVICESWanda Scott & Associates believes in the joy and transforming power of fundraising and philanthropy. We deliver fund development services, strengthen fundraisers’ skills, provide guidance and support to philanthropists, and build the capacity of nonprofit leaders and staff to build successful development programs. We bring over 20 years of nonprofit experience, practical advice, fundraising expertise, and wisdom to clients located across the country.
AREAS OF EXPERTISE Fund Development Fundraising CounselFundraising Strategy Major Gifts Philanthropic Advising Staff Training/Board Development & Training
CLIENT LIST AdvantageCLE; Aspire Education, Association of Theological Schools (ATS); Camp Phoenix; CoBiz Richmond; Dress for Success Cleveland; EveryOne Home
Wanda Scott, CAP®, CFREWanda Scott & Associates
30
AFP GOLDEN GATE MEMBER
wandascottassociates.com
linkedin.com/company/wanda-scott-associates
facebook.com/wandascottassociates
wandascottassociates.com/blogs
415-578-0574