As a fund development consultant, Kathleen has coached many non-profit organizations in the San Francisco Bay Area. Her expertise in the following areas can help you strengthen your organization:
- Major Donor Fundraising.
- Campaign Messaging.
- Campaign Strategy.
- Strategic Development Planning.
- Development Director Recruitment.
- Solicitor Training for Board Members, Staff and Volunteers.
|Canopy Palo Alto, CA 2014 – present||On-going coaching for the ED and staff in undertaking their first major-donor campaign. Consult on case, feasibility, marketing materials, donor strategies, and board buy-in. Trained the board to solicit major donors in personal meetings. Continue to follow up training by attending monthly campaign meetings.|
|Puente de la Costa Sur Pescadero, CA 2014 – Present||Coached the ED on fund development and strategic planning..|
|Breakthrough Silicon Valley San Jose, CA 2013||Worked with ED to create materials that are well suited for a push into major donor development.|
|Sequoia Adult School Scholars (SASS) Redwood City, CA 2010 to present||Advised on all aspects of fund development strategy.|
|Peninsula School Menlo Park, CA 2003 – present||Rebuilt development effort after years of limited attention. Wrote strategic development plan, created fundraising campaign, wrote campaign materials, trained solicitors.|
|Puente de la Costa Sur Pescadero, CA 2008 – 2012||Formulated campaign to increase individual donor gifts. Wrote Strategic Fund-Development Plan.|
|Impact Stories Palo Alto, CA2011||Helped director/producer of On These Shoulders We Stand to increase individual gifts through a series of house parties.|
|Educators for Fair Consideration (E4FC) San Francisco, CA2010||Worked with ED on strategic planning and fund development.|
|Geohazards International Palo Alto, CA2009||Advised ED on pros and cons of various development strategies. Helped identify and develop succession strategies.|
|Jhai Foundation San Francisco, CA 2007||Created, disseminated, collated and communicated results of board survey on strategic planning and succession.|
|Village Enterprise Fund San Carlos, CA. 2003 – 2004||Consulted on planning and launching a $3 million growth campaign. Helped create gift forecast chart. Trained campaign solicitors.|