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Thomas McCarty, Ph.D., CFRE

Executive Associate

Tom McCarty brings over 35 years of experience in serving nonprofit organizations as a staff member, consultant, and independent contractor. His long and successful career encompasses 17 capital campaigns, solicitation of 6- and 7-figure major gifts (outright and deferred), grants ranging as high as $3.5 million, and a total of over $60 million raised personally.

Holding bachelors, masters, and doctoral degrees from Oberlin College, Yale University, and The University of Michigan respectively, Tom began his career as a college professor of Classics for institutions of higher education in Vermont, Ohio, and North Carolina. He also holds the current credential of Certified Fund Raising Executive (CFRE).

Fundraising Area of Expertise: Tom’s core expertise is in Major and Principal Gifts. He likewise has extensive experience in Annual Giving and Direct Marketing; Board Training, Management and Governance; Fundraising Campaigns and Strategic Planning; Planned and Legacy Gifts; and Grants Management

Sector Experience: Education, Healthcare, and Arts & Culture

Tom’s fundraising must have: Fundraising is a simple business. There are but two steps: raise awareness and raise support.

Contact Tom at: [email protected]

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Chris Locke

Senior Associate

Chris Locke has more than 20 years of experience as a creative leader with expertise in integrated marketing strategies, and leading education and membership teams. She consistently delivers positive outcomes with strong and sustainable gains by inspiring quality team performance and collaboration. She motivates teams and individuals to exceed organizational objectives, targets and goals. Her greatest pride is elevating group and personal performance levels through skillful leadership and fearless, yet graceful, decision-making outcomes. One of Chris’ biggest achievements was breaking down long-established siloes between departments to create a new level of cooperation between development and marketing teams. As a result, one organization was able to raise over $15MM in an 18-month period, a record for this particular non-profit.
Chris earned her degree in Communications and Public Relations at California State University.

Fundraising Area of Expertise: Chris is a well-rounded fundraising generalist and brings expert-level experience in Fundraising Campaigns and Strategic Planning. She also has extensive experience in annual giving campaigns and programs, direct marketing, and gift planning. She is particularly adept at developing unique marketing campaigns that breath fresh life into routine fundraising efforts.

Sector Experience: Membership-based educational institutes and think tanks, trade societies, animal protection non-profits, and community-based preparedness programs.

Chris’s fundraising must have: Goals. Both team and personal goals, with timeline breakdowns. Also, strong belief that change can be good, and without strategic change, stagnation is eminent.

Contact Chris at: [email protected]

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Yannan Li

Junior Associate

With a PhD degree in Philanthropic Studies from the Lilly Family School of Philanthropy at Indiana University and over 5 years of research experience in the nonprofit sector, Yannan Li is a specialist when it comes to using numbers and figures to tell a compelling story about philanthropy. Yannan is particularly skillful at investigating the giving trends, exploring the market of major gifts, conducting prospect research, and developing social media strategies. She is also dedicated to the education and training of next generation of nonprofit leaders.

Fundraising Area of Expertise: Yannan’s core expertise is in Data Analytics. She also has extensive experience in Alumni Relations and Giving; Counsel and Support for Philanthropists; and Social Media Strategies;

Sector Experience: Higher Education and International Development

Yannan’s fundraising must have: The understanding that fundraising is an ongoing cycle and a commitment to building long-term relationship with constituents.

Contact Yannan at: [email protected]

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Amanda Leininger

Junior Associate

With more than 8 years of experience in the nonprofit sector, Amanda Leininger possesses expertise in social media, events management, data analytics, corporate giving, project management, and content production and editing. Her career has included various roles in marketing, communications, corporate relations, development and events for Johns Hopkins Children’s Center. Amanda’s previous successes include overseeing production and acting as lead writer of the development section of the award-winning Hopkins Children’s magazine. She also developed and led the multi-channel social media strategy for the hospital, with consistently increasing growth and engagement. Additionally, through content production and volunteer engagement strategies she helped elevate the Children’s Center’s annual Radiothon fundraising event to the most successful event of its kind in the US, raising over $1M each year.
Amanda holds a Master of Arts in Communication with a concentration in Corporate and Nonprofit Communication, Public and Media Relations, as well as a Bachelor of Arts in Psychology and Theatre Arts and Studies from Johns Hopkins University.

Fundraising Area of Expertise: Amanda’s core expertise is in Donor and Constituent Engagement. Data Analytics, Direct Marketing, Project Management

Sector Experience: Healthcare, Arts & Culture

Amanda’s fundraising must have: A strong “why” and personal story––no matter your cause, your personal connection and passion is crucial to helping inspire others to give.

Contact Amanda at: [email protected]

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Michael Koch

Senior Associate

Michael Koch is a visionary business and nonprofit executive, accomplished agent for change, strategic thinker and an effective leader with more than 30 years of experience in philanthropy. Michael has a proven track record creating and implementing innovative models and start-ups that are transformative and drive large-scale change, improve systems, and achieve greater social impact. He has co-founded and held senior management and leadership roles with healthcare organizations and foundations where he oversaw daily operations related to Board relations and investment frameworks, implemented short- and long-term goals, and collectively raised hundreds of millions of dollars in support of healthy families, children, and those in hospice care. Michael is a tireless advocate dedicated to promoting social justice, inclusion, and shaping public policy with the goal to reduce inequities and improve the health and well-being of underserved and vulnerable populations. He holds a Master of Business Administration from the University of Southern California and a Bachelor of Arts degree from San Diego State University.

Fundraising Area of Expertise: Michael’s core expertise is in Board Training, Management and Governance. He also has impressive experience in Designing Strategies that Achieve Results; Donor Engagement and Relationships; Capacity Building; Project Management; Identifying, Cultivating, and Securing Major Gifts; Cause-Related Marketing Campaigns; Program-Related Investments; Feasibility Studies; Impactful Giving Strategies for Family Foundations and Donor-Advised Funds; Professional Coaching; Philanthropy and Grantmaking; Civic Engagement; Marketing and Branding

Sector Experience: Health and Human Services; Children’s Services; Social Services; Hospitals; Community-Based Organizations

Michael’s fundraising must have: A strategic plan, solid value proposition, flexibility and agility to make adjustments, creativity, Board engagement, and leverage opportunities

Contact Michael at: [email protected]

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Joy Kliewer

Associate

Joy Kliewer’s career spans almost 20 years in education and nonprofit fundraising, communications and outreach, and alumni and donor relations. Currently serving as Director of Development at UCI Health System, Joy served as Associate Vice President for Advancement at Pitzer College, was the founding Dean of the College of Education and Assistant Professor at Argosy University Orange County, Director of Alumni and Donor Relations at Claremont Graduate University, and has served in various capacities for Will Geer’s Theatricum Botanicum, the 18th Street Arts Center, The Broad Stage, Mirman School, Fountain Valley School of Colorado and Western University of Health Sciences.  

She is author of the book The Innovative Campus: Nurturing the Distinctive Learning Environment (American Council on Education/Greenwood Press). 

Joy holds a Ph.D. in Higher Education from the Claremont Graduate University, an MA in Higher Education from the University of California, Los Angeles, and a BA in Psychology and Sociology Cum Laude, from the University of California, Irvine.    

Fundraising Area of Expertise: Joy’s core expertise is in Donor and Constituent Engagement. She also has extensive experience in Advancement Services, particularly Prospect Research, Alumni Relations and Giving, and Direct Marketing and Annual Giving.  

Sector Experience: Joy has worked across a variety of sectors, including Education, Arts and Culture, and Healthcare  

Joy’s fundraising must have: A dedicated team with a passion for their work and realistic goals to guide their success. 

Contact Joy at: [email protected]

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