Category: Our Associates

Jerry Lawlor

Post author By mturner
Post date October 8, 2016

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]

Canada Associates Our Associates

Dave Lavoie

Post author By mturner
Post date October 8, 2016

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]

America Associates Our Associates

Michael Koch

Post author By mturner
Post date October 8, 2016

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]

America Associates Our Associates

Joy Kliewer

Post author By mturner
Post date October 8, 2016

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]

Canada Associates Our Associates

Catherine Kealey

Post author By mturner
Post date October 8, 2016

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]

America Associates Our Associates

Peter Jones

Post author By mturner
Post date October 8, 2016

Senior Associate

Peter Jones is a mission-committed life-long fundraising professional with a 30 plus year track record working with local, regional, national, and international organizations in the pursuit of best practices. Familiar with all aspects of the fundraising cycle and corresponding implementation, including annual, planned, and institutional fundraising, major and principal gifts are among his greatest strengths. Peter has extensive experience in the conservation community, having worked for national conservation organizations such as the National Audubon Society, The Trust for Public Land, The Wilderness Society, the Green Party of Canada, and the Alliance for Tompotika Conservation in Sulawesi Indonesia.

Peter earned a degree in Economic and Political Science from the University of New Hampshire.

Fundraising Area of Expertise: Major and Principal gifts. Peter also has extensive experience with Fundraising Campaigns and Strategic Planning, Direct Marketing and Annual Giving, Donor and Constituent Engagement and Development Program Review and Expansion Strategies

Sector Experience: Community Based Membership and Advocacy.

Peter’s fundraising must have: Every organization should have a strategic plan and an engaged and committed board.

Contact Peter at: [email protected]