Category: Our Associates

Tom Forbath

Post author By mturner
Post date October 5, 2016

Executive Associate

Tom Forbath has more than 30 years of senior management experience in the for-profit sector, specifically in the fields of banking, commercial finance, financial planning, and projections. Tom’s experience in the financial sector includes Vice-Presidential roles with Manufacturers Bank, Fleet Capital Corp., and Wells Fargo Capital Finance where he managed a team with a combined portfolio of asset-based transactions of $2.3 billion for Fortune 1000 companies. Tom later became Partner and Founding Manager of Leverage Global Partners, Founder/President of Pure Aesthetics and Wellness, and later Co-Founder/COO of Asset Retrievers.

Having successfully founded, managed, and grown two start-ups over the course of his career, Tom has harnessed this knowledge to advise new businesses and nonprofit entities to help them conduct industry research and develop innovative business plans.

In addition to his vocational work in the private and nonprofit sectors, Tom serves as a board member for several nonprofit organizations and is currently a long-time board member for the EduCare Foundation, a nonprofit that provides afterschool education to approximately 30,000 underprivileged public-school youth annually.

Tom graduated from San Diego State University with a Bachelor of Science degree in Finance, and he also holds a Master’s in Spiritual Psychology from the University of Santa Monica.

Fundraising Area of Expertise: Tom’s predominant expertise is in Development Program Review and Expansion Strategies. He is also skilled in Strategic Planning, Project Management, Risk Management and Fundraising Governance, and the related disciplines of finance, operations, and grants management.

Sector Experience: Education, Healthcare

Tom’s fundraising must have: A strong commitment from leadership, solid and professional team to implement, and a well-defined development plan and mission that inspires the team and donors.

Contact Tom at: [email protected]

Canada Associates Our Associates

Debbie Flinn

Post author By mturner
Post date October 5, 2016

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]

Canada Associates Our Associates

Patrick Estey

Post author By mturner
Post date October 5, 2016

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]

America Associates Our Associates

Renee Ebert

Post author By mturner
Post date October 5, 2016

Senior Associate

Renee Ebert has over 20 years of fundraising and leadership experience working with large institutions and smaller community-based nonprofits. Working with prominent UCLA faculty, she organized and presented programming to World Health Organization leaders, winning World Bank pledged financial support for web-based public health education to Indonesia, Egypt, and South Africa. Her training prepared her to build planned giving programs that broadened the scope of major gifts for endowment, capital and program related campaigns. Renee has extensive experience in raising funds for hospitals and new centers for cardiac and cancer treatment serving diverse populations. Other projects funded include PBS series on caregivers of aging parents and grant awards for environment friendly recycling programs. She is presently leading a project to fund alternative methods for scientific experimentation using DNA methodologies.
Renee graduated from Georgetown University with a degree in English Literature and holds a master’s degree in Health Services and Community Health Science from the UCLA School of Public Health. She also holds a certificate on Planned Giving from the Indiana-Purdue University School of Fundraising.

Fundraising Area of Expertise: Renee’s core expertise is in Strategic and Campaign Planning. She also has extensive experience in major gifts, campaigns and campaign feasibility studies, planned giving campaigns, proposal development, board and volunteer recruitment and engagement, and needs assessment.

Sector Experience: Health education, community-based services for underserved populations, faith based programs; homeless families and aging populations; museums/art and culture buildings and programs; international NGOs

Renee’s fundraising must have: Every organization should begin with a well thought out strategic plan and a board committed to its mission.

Contact Renee at: [email protected]

America Associates Our Associates

Lorin Diehl

Post author By mturner
Post date October 5, 2016

Senior Associate

Lorin Diehl is an accomplished integrated fundraising, development, marketing, and communications leader who has over 25 years of experience working with non-profit organizations, including in the global space to support children, young adults, and communities.

He has an entrepreneurial spirit, strategic focus, and a proven history of success in developing, managing, and implementing profitable donor and customer-centric programs in both the nonprofit and for-profit arena. Lorin earned an MBA from Fordham University in New York, and a Bachelor of Arts in Political Science and Spanish from Rochester Institute of Technology.

Fundraising Area of Expertise: Lorin’s core expertise is in strategic and campaign planning. He also has wide experience in annual and individual giving; donor relationship management; CRM; integrated multi-channel marketing; communications/public relations; branding; resource advancement and engagement; program, campaign, and project management; direct response marketing; team/mentor development; research/prospect evaluation; and business development.

Sector Experience: Global relief and development; humanitarian/community services; children’s services/sponsorship; secular/faith-based international organizations; social services; advocacy; healthcare/medical services.

Lorin’s fundraising must have: Lorin believes that fundraising must have transparency, accountability, a true collaborative spirit, and a deep-abiding mission focus

Contact Lorin at: [email protected]

Canada Associates Our Associates

Lisa Di Veto

Post author By mturner
Post date October 5, 2016

Senior Associate

Lisa Di Veto is an accomplished fundraising and communications professional who has made significant contributions to strategic development and marketing programs for leading nonprofit organizations. She has served in a number of diverse development functions for religious institutions, children’s causes, and natural resource associates. As a consultant, her clients have included the Canadian National Institute for the Blind, the Metropolitan Toronto Zoo, and the Royal Botanical Gardens. In these capacities, Lisa was responsible for drastic increases to fundraising revenue and donor bases, as well as the successful development and implementation of numerous strategic plans.

Fundraising Area of Expertise: Lisa has extensive experience in all aspects of charitable fundraising including creating and implementing innovative strategies to diversify income and increase revenue from annual giving, major gifts, legacy giving, government and foundation grants. In addition to helping charities reach and exceed revenue goals, she enjoys finding previously unrealized income potential, enabling the organization to advance its mission for years to come.

Sector Experience: Over the past decade, Lisa has helped hundreds of churches with declining donations and increasing expenses strengthen their sustainability through the development of revenue generation strategies for major and legacy gifts, grants and annual giving programs. She also successfully counseled arts and cultural organizations as well as charities in the health, science and environment sectors.

Lisa’s fundraising must have: A compelling case for support, motivated board, knowledgeable staff, solid financial data and strategic plans are all useful when creating a tailored approach to meet your group’s needs.

Contact Lisa at: [email protected]