Category: Canada Associates

Associate

Jerry has dedicated his career to assisting charities and nonprofit organizations in generating revenue and effectively communicating their purpose. For over 10 years, Jerry has worked with nonprofits to raise millions of dollars to support program development and enhance growth. Jerry’s professional experience includes key development roles with diverse organizations including Habitat for Humanity, Huntington Society of Canada, and Norfolk General Hospital Foundation. He has also held community relations positions with Hamilton Health Sciences and the Victorian Order of Nurses. Jerry is a Certified Fund Raising Executive and also completed the Community Shift Leadership Program at Ivey Business School which is designed for C-level leaders of Canadian nonprofit organizations. He holds a bachelor’s degree from Lakehead University and a Post Diploma in Public Relations from Niagara College.

Fundraising Area of Expertise: Fundraising Campaigns and Strategic Planning. Jerry also possesses expertise in Major Gifts; Capital Campaigns; Strategic Management and Leadership.

Sector Experience: Jerry has been involved in Healthcare, education and the social services.

Jerry’s fundraising must have: Data and ideas to create a plan and energy to work the plan.

Contact Jerry at: [email protected]

Associate

Dave Lavoie is a seasoned fundraising manager with over 20 years of experience working with well known Canadian and international nonprofits. He has helped organizations create and implement data-driven strategies to expand their development channels, and enhance fundraising programs to exceed revenue goals and steward a broad base of donor support. As a resourceful and results-oriented leader, Dave excells as a project manager, forecaster, operational planer, and evaluator. His professional experience includes positions with Save the Children Canada, Canadian National Institute for the Blind, TVO, and Oxfam. He received a Bachelor of Music from Mount Allison University, and completed the Fundraising Associate Program at the B.C. Institute of Technology. He is currently in the process of obtaining Certified Fund Raising Executive (CFRE) status.

Fundraising Area of Expertise: Dave brings a deep level of sector expertise in Direct Marketing. A well-rounded fundraising professional, he also brings extensive experience in donor stewardship, program strategy, development, budgeting, implementation and staff management.

Sector Experience: Through his work as both a client and a vendor, Dave has gained a unique perspective, knowledge and set of skills. Dave has managed multi-million dollar portfolios for organizations such as the National Ballet of Canada, Oxfam, TVO, and Save the Children, and for the service providers, Univision and Strategic Communications.

Dave’s fundraising must have: When people ask what I do, I tell them I am a conduit… one that channels the all-important desires of individuals who want to make a difference in the world through organizations who have the potential to make the world a better place.

Contact Dave at: [email protected]

Senior Associate

Cathy Kealey has more than 15 years of experience leading, communicating, and producing public sector citizen-centered delivery and service innovation. Her work as a UX expert and team leader bridges IT, business, data analysis, and design. Cathy’s previous professional roles include consultant and senior specialist work in service innovation, user experience, and as delivery experience architect with the Institute for Citizen-Centred Services, the Region of Peel, the City of Hamilton, Rogers, and RBC Royal Bank. As a highly sought-after digital expert, Cathy has delivered a number of high-profile presentations for branches of the Government of Canada and the Strategy Institute in Toronto, among others. Cathy holds a Library Science Diploma from Seneca College of Applied Arts and Technology and has taken over 50 UX design-related courses from institutions including the Sprott School of Business at Carleton University and Human Factors International.

Fundraising Area of Expertise: Cathy’s primary area of expertise is in Data Analytics. She also specializes in UX Design, Advancement Services, and Donor & Constituent Engagement.

Sector Experience: Government; Community-Based Membership and Advocacy; Telecommunications; and Digital Product Management.

Catherine’s fundraising must have: To deliver successful fundraising outcomes, nonprofits need to employ qualitative and quantitative approaches to gather data and document insights that align, bridge, and advance priorities.

Contact Catherine at: [email protected]

Associate

With 10 years of experience in the international development, humanitarian aid, and healthcare sectors, Thereza Jatobá has worked with international NGOs, intergovernmental organizations, and the nonprofit sector across four different regions: Africa, Europe, Asia, and Latin America. She specializes in Donor and Constituent Engagement and likewise has wide expertise in Project Management, Fundraising Campaigns and Strategic Planning. Over the course of her career, Thereza has held leading Communication and Fundraising roles and consulting positions at a number of agencies including UNHCR, UNRWA, UNICEF EAPRO, Doctors without Borders, and the United Nations Agency for Palestinian Refugees, She holds a Master’s Degree in Diplomacy and International Relations from The Diplomatic School in Madrid, a Master’s Degree in Communications Project Development from University of Barcelona, and a Bachelor of Journalism from Braz Cubas University, Brazil.

Fundraising Area of Expertise: Thereza’s core expertise is in Donor and Constituent Engagement, Project Management, and Fundraising Campaigns and Strategic Planning

Sector Experience: Healthcare, International Development

Thereza’s fundraising must have: Supporters at the center of the organization to act for change.

Contact Thereza at: [email protected]

Senior Associate

With over 20+ years’ experience Debbie Flinn, MBS, CFRE, is a fundraising/capital campaign and strategic planning expert. Deeply familiar with all aspects of institutional advancement, her expertise includes major gifts, planned giving, donor engagement and relationships, project and risk management, capacity building, obtaining, and managing federal grants, and establishing corporate relationships with Fortune 500 companies. 

Debbie brings expertise in creating new and sustainable funding sources for organizations in the healthcare, education, and community-based membership and advocacy sectors. And, having held significant roles the US, Canada, and New Zealand (where she also led a team of three hundred health professionals in hospital and community health settings and conducted quality health research and Six Sigma process mapping), Debbie she has raised over $100 million. 

Fluent in French and English, Debbie holds a BA from Carleton University, an MBA from Averett University, and a Graduate Certificate of Nonprofit Management from Duke University. 

Fundraising Area of Expertise: Debbie is a Fundraising Campaign and Strategic Planning expert. Her wide experience also spans the areas of Major and Principal Gifts, Planned and Legacy Gifts, Donor and Constituent Engagement, Project Management, Risk Management and Fundraising Governance and Development Program Review and Engagement Strategies.  

Sector Experience: Healthcare, Education, Community Based Membership and Advocacy  

Debbie’s fundraising must have: You do good work! We can help you do better by establishing meaningful donor relationships to advance your organizational capacity. 

Contact Debbie at: [email protected]

Associate

Patrick Estey has over 12 years of nonprofit experience ranging from major gifts, strategic planning, and annual giving. Over the course of his career, Patrick has held senior leadership roles in healthcare, post-secondary, and community organizations. Patrick holds a Masters in Philanthropy & Development from Saint Mary’s University and has achieved Certified Fund Raising Executive (CFRE) designation.

Fundraising Area of Expertise: Patrick’s core expertise is in Fundraising Campaigns and Strategic Planning. He likewise skilled in the areas of Major & Principal Gifts, , Development Program Review and Expansion Strategies, Annual Giving, Donor and Constituent Engagement.

Sector Experience: Healthcare, Education, Community Based Membership and International Development sectors.

Patrick’s fundraising must have: Authenticity and Passion.

Contact Patrick at: [email protected]