Category: Our Associates

Jason Bateman

Post author By mturner
Post date September 21, 2016

Associate

Jason Bateman has managed multiple development and fundraising teams for complex organizations. He spent twelve years at Vistage, the world’s leading CEO peer advisory organization, where he managed membership growth, board development, teams, operations, and financials, while setting all-time growth and member retention records. As Gen Next Managing Director, he focused on improving operations, stewardship, board development/cultivation, fundraising, and KPIs which resulted in the best 2 years of the organization’s 10-year history. At the Ayn Rand Institute (ARI), he led the Development Operations teams where his team achieved the best Q2, Q3, and 3rd best year in ARI’s 35-year history, raising over $15M. ARI’s success was in direct correlation to implementing stronger pipeline cultivation, creation of a new membership model, implementing a new CRM, major donor growth and spearheading 6 successful quarterly $100K+ donor-day campaigns. He quickly grew these two nonprofit organizations and most recently has been acting as the interim Corporate Strategy Officer for the American Red Cross-Los Angeles where he supported research and helped create a new corporate pipeline of over 500 unapproached LA companies. He trained the Red Cross on new client acquisition strategies and helped with donor campaigns and engagement, leveraging his network of over 7,000 Sr. Executives to gain access to new donors, sponsors and funds raised. Jason earned his bachelor’s degree in Political Science and Studio Arts from Hamilton College in New York.

Fundraising Area of Expertise: Jason’s core expertise is in Donor and Constituent Engagement. He also has wide experience in Advancement Services, Fundraising Campaigns, Corporate Sponsorships and Alliances, and New Donor Acquisition.

Sector Experience: Education, Arts & Culture, International Development, Community Based Membership & Advocacy

Jason’s fundraising must have: A noble mission and a desire to be innovative. If you have a world-changing or life-changing impact and are willing to try new and innovative strategies, then let’s collaborate to make some game-changing moves to yield explosive growth and inspirational stewardship.

Contact Jason at: [email protected]

Canada Associates Our Associates

Mark Banbury

Post author By mturner
Post date September 21, 2016

Senior Associate

With more than 19 years of experience in the nonprofit sector, Mark Banbury’s career has spanned the globe and key philanthropic sectors. Some of his previous professional roles have included Global Chief Information Officer for Plan International (UK), Chief Information and Constituent Services Officer for Heart and Stroke Foundation (Canada) and the Director of Information Systems and New Media for SickKids Foundation (Canada). In these capacities, Mark has managed operational teams including IT, Human Resources, Communications, Operations, Facilities, and Purchasing/Warehousing/Logistics. Additionally, in 2011, he oversaw the global communications aspects of the launch of Plan International’s successful Because I Am A Girl Campaign and the UN International Day of the Girl Child. Throughout his career, Mark has consistently been on the senior management teams of large organizations where he both led and was a key participant in organizational strategic planning.

Mark graduated from Ryerson University with a Bachelor of Applied Arts (Honours) in Radio and Television Arts and has taken graduate courses in the areas of organizational development, distance education, and media.

Fundraising Area of Expertise: Mark specializes in Advancement Services, Management and Governance, Data Analytics, Project Management, and Fundraising Technology.

Sector Experience: Mark has global experience in the health, education, international development, and membership/advocacy sectors, across several large organizations. His notable work has included the transformation of several large recurring giving programs through the use of applied technology and analytics. Mark has led over a half dozen major nonprofit CRM implementations/stabilizations/replacements across these various sectors.

Mark’s fundraising must have: Integrated systems that present a single source of truth are fundamental to supplying data and analytics that drive good decision making. Building on a good strategic plan and a robust governance structure, technology can make the difference between just sustaining an organization’s mission and transforming an organization into a sector leader.

Contact Mark at: [email protected]

Canada Associates Our Associates

Kyle Tan

Post author By mturner
Post date July 11, 2016

Junior Associate

Kyle is a core team member of the firm serving our back-office operations, with responsibility for monthly performance plans, financial projections & forecasting, and vendor relations. A junior at the University of Toronto in the Rotman Commerce program, Kyle is pursuing a specialization in Management with a dual focus in Data Science and Strategy, along with a minor in Economics. Outside the classroom, Kyle is involved in the Rotman Commerce Students’ Association as the Director of International Student Affairs.

Fundraising Must Have: Solid back-office operation

America Associates Our Associates

Bryan Hulscher

Post author By mturner
Post date June 9, 2016

Associate

Bryan Hulscher brings nearly two decades of high-impact skillful relationship building to nurture alliances, successfully drive revenue, foster collaboration, and effectively communicate mission-critical goals to align stakeholder values. He has achieved fund development success in Direct Marketing and Annual Giving, Major and Principal Gifts, Donor Relations & Stewardship, Volunteer Management, International Development and Foundation Management, while serving The Rotary Foundation, YMCA of the USA, Motorola Solutions Foundation, U.S. Peace Corps (Botswana), and the Robert R. McCormick Foundation.

Bryan holds a Bachelor of Science Degree in Business Administration from Valparaiso University, has achieved fundraising certificates from the Indiana University Lilly Family School of Philanthropy and Veritus Group Academy, and attended Cambridge University where he was in the International Studies Program.

Area of Expertise:
Bryan’s predominant expertise is in Major and Principal Gifts.

Experience:
Education, Arts & Culture, International Development, Community Based Membership and Advocacy

Fundraising Must Have:
A donor-centric approach that focuses on donors and provides them with intentional and personalized experiences that inspire ongoing support.

Canada Associates Our Associates

Charmain Emerson

Post author By mturner
Post date May 25, 2016

Associate

A seasoned professional, Charmain Emerson helps people realize their real story. She strives to empower authenticity and inclusivity to drive economic opportunities. She is a passionate communications leader/strategist with lived experience and professional expertise that have organically extended into facilitating community consultations, DEI board governance, stakeholder relations, brand reputation management, and media relations.

Charmain co-founded the Black Opportunity Fund, a charitable organization creating economic and social change across Canada, and through her own agency she has advised some of Canada’s leading corporations as well as vital public sector organizations serving Canada’s most vulnerable citizens. Clients and colleagues describe her as an energetic and motivational collaborator, and problem solver who is committed to delivering positive outcomes.

Entering the field as a broadcast journalist with the Canadian Broadcast Corporation (CBC), Rogers and Global, Charmain later served as the Legislative Communications Advisor for the Minister of Culture and Communications Ontario and held Director of Communications roles for multiple for and nonprofit entities, including the Institute of Corporate Directors.

Charmain volunteers extensively serving on the Board of Canada’s fastest-growing hospital network, Trillium Health Partners Foundation, Canada’s iconic Soulpepper Theatre Company, and the Canadian Centre for Diversity and Inclusion.

A graduate of McMaster University, Charmain holds an Honours Bachelor of Arts, English and Humanities.

Area of Expertise:
Charmain’s predominant expertise is Donor and Constituent Engagement. She also excels in Board Training Management and Governance and Project Management.

Experience:
Arts and Culture, Education, Community Based Membership and Advocacy, and Healthcare

Fundraising Must Have:
Diversity, Equity, and Inclusion Governance

Canada Associates Our Associates

Roger Ali

Post author By mturner
Post date April 26, 2016

Senior Associate

With more than 20 years of experience in the nonprofit sector, Roger D. Ali is a seasoned professional with deep and broad experience as a fundraising executive, administrator, and consultant, committed to the industry and the discipline, as exemplified by his recent election as the Chair-Elect of the Association of Fundraising Professionals (AFP) Global.

Roger is a major gifts strategist with a proven track record of leading teams and comprehensive fundraising and marketing programs to raise $120 million+, including several capital and endowment campaigns. Some of his previous experience has included: President & CEO, Niagara Health Foundation, Vice President, Development, Hamilton Health Sciences Foundation and Executive Director, Bishop Strathan School Foundation.

Roger also holds a Chartered Director (C. Dir) designation in Governance from the DeGroote School of Business, McMaster University; an MBA from Athabasca University as well as a Post Graduate Certificate in Administration and Management and is a Certified Fundraising Executive since 2000. He has continued executive level education at Harvard and Stanford Universities, and is the past President of the AFP Golden Horseshoe Chapter, where he was awarded the Recipient of Outstanding Leadership Award in 2017.

Area of Expertise:
Roger’s predominant expertise is in Fundraising Campaigns and Strategic Planning. He is adept and demonstrates expertise is in Board Training, Management and Governance, and Major and Principal, Planned and Legacy Gifts.

Experience:
Healthcare, Community Based Membership and Advocacy

Fundraising Must Have:
A well-written plan to guide your fundraising efforts with staff and volunteers.