1. ENGAGING YOUR BOARD
Paul Amundsen, CFRE
Principal
Paul W. Amundsen, Inc.
Paul is a nonprofit consultant, specializing in start-up and reorganization, working with elementary education, social services, parks and recreation, animal welfare, and professional organizations. Prior to starting his consulting practice, Paul most recently served as Executive Director of the American Veterinary Medical Foundation (AVMF). He led the AVMF’s transformation from a pass-through association foundation into a national animal charity specializing in disaster preparedness and response (AVMF-funded veterinarians treated the search and rescue dogs at the World Trade Center site following 9/11). In his consulting work, Paul helps clients improve their fundraising capacity by focusing program efforts on areas of greatest donor interest.
Rita J. Galowich
President
Fund Inc®
Rita has been in the development profession for 30 years. As a consultant to non-profits, Rita partners with her clients to establish their resource development programs, facilitate their capital campaigns, teach their boards and staff best practices regarding board governance and resource development, successfully build their annual financial resources and develop their strategic plans. Her firm, Fund Inc, is a member of Giving Institute, Leading Consultants to Non-Profits. Rita is a member of the board of directors and former board secretary of this professional association. Other professional affiliations include the Chicago Chapter of the Association of Fundraising Professionals (AFP) where Rita has served on the board and numerous committees, and Women in Development, Founders Group. Rita’s volunteer activities include service on the board of directors of the North Shore District 112 Education Foundation and the Illinois Branch of the International Dyslexia Association where she currently serves on its advisory board.
Bryn Reese
Executive Vice President for External Affairs
Metropolitan Family Services
In her current position, Bryn is responsible for the strategic planning and oversight of agency-wide board development, philanthropy, external events, marketing, and media relations for this $30 million organization with multiple service sites. Bryn has degrees from the University of Arizona and DePaul University. She is member of many nonprofit advisory boards and a member of the board of directors of the Association of Fundraising Professionals Chicago Chapter.
2. PROPOSAL WRITING
Yvonne M. Orr
President
YORR Consulting Group, LLC
Yvonne has consulted numerous nonprofit organizations, political candidates, and church groups with strategic planning, fund development, nonprofit management, event planning and youth leadership training. She has been in the development, event planning, and nonprofit management industry for over fifteen years, and brings an extensive working knowledge of Chicago’s religious, philanthropic and cultural art communities. She has a Bachelors degree in Political Science and a Masters in Human Services Administration. Orr serves as a board member for the Chicago Center for Arts Policy and as an advisor to Spoken Existence (a nonprofit, youth-based organization) and Free Arts of Illinois.
Cecilia Straney
Campaign Director
ADA Foundation
Cecilia Straney, is the Campaign Director at the ADA Foundation, where she is heading a campaign to raise $100 million for dental education. She has worked in resource development and fundraising for nonprofit organizations for 20 years. In that time, she has worked with as a consultant or employee with boards and staff of 25 organizations in the United States, Canada and Ecuador. For two years she wrote a quarterly column on resource development for emerging organizations for Clout, a quarterly business publication. She is a former newsletter editor for the Association of Fundraising Professionals, Chicago Chapter and a presenter at the 2005 AFP Regional Conference in Chicago.
Jeannette Mihalek
Development Manager
Center for Economic Progress
In her current position as Development Manager, Jeannette oversees a portfolio of fifty local and national corporate and foundation funders, including the John D. and Catherine T. MacArthur Foundation, Ford Foundation, Annie E. Casey Foundation, and JPMorgan Chase among many others. Prior to joining the Center for Economic Progress, Jeannette was the Grant Writer at the YWCA Boston, where she raised funds for a variety of causes including at-risk youth, breast cancer awareness among women of color, pregnant and parenting teenagers, and grandparents raising their grandchildren. Jeannette holds a Bachelor of Fine Arts from Emerson College in Boston and a Master of Public Policy from the University of Chicago.
3. CAPITAL CAMPAIGNS
Sheila Cawley
Director of Individual Giving and Capital Campaign
The Field Museum
Sheila has been at The Field Museum as staff since 2005 (and a volunteer from 1991-1999). Before joining the Museum as staff, she was Director of Development at an international board school and prior to that served as a Capital Campaign consultant for national clients.
Currently, Sheila is the Director of a $176 million campaign and oversees the Museum's Annual Fund. Sheila has a B.A from Saint Mary's College, Notre Dame and a M.A. from DePaul University.
Falona Joy, CFRE
Vice President
The Alford Group
Falona started her career as the founder and Executive Director of the National Park Foundation’s African American Experience Fund (AAEF). Falona now serves as a Vice President at The Alford Group where she works with a variety of clients such as the Museum of Science and Industry, Openlands and Muntu Dance Theater to launch major capital campaigns. As part of this process, she guides organizations of all sizes through understanding how to build a culture of philanthropy through major gift fundraising. As a volunteer, Falona is a committee member of Human Rights Watch, Lecturer at Spertus Institute’s Non-Profit Management Program, a board member of the Evanston Community Foundation’s Root to Fruit program and was a founder of the KIMA Public Charter School in Washington, DC. Falona received her BA with honors from Stanford University in Political Science with a concentration in Public Policy and minor in African and African American Studies.
Alison Cooper Chisolm
Director of Development
Young Women's Leadership Charter School
Alison has fifteen years experience as the chief administrative officer and/or chief development officer in not-for-profits. She has had responsibility for capital campaigns totalling $70 million and annual campaigns from $1.5 million to $5 million. She has overseen offices with as few as two staff and as many as twenty. Her not-for-profit experience is complemented by experience as the chief marketing officer for a professional services firm.
Guy W. Adams
Consultant
Gonser Gerber Tinker Stuhr LLP
With more than 22 years of diverse experience as a development professional, Guy brings clients a full range of knowledge in capital campaigns and other fundraising services. Prior to joining GGTS in 2005, Guy served as Vice President for Development at Lindsey Wilson College, Columbia, Kentucky. Before joining Lindsey Wilson, Guy served other non-profit institutions, including Lees-McRae College (NC), Mary Holmes College (MS), MADD – Mothers Against Drunk Driving – National Office (TX), and Christian Appalachian Project (KY). While at MADD, Guy co-conceived the national Project Red Ribbon “Tie One On For Safety” Campaign, designed to raise public consciousness about drinking and driving.
John M. Biggins
Co-Chief Executive Officer
American City Bureau, Inc. (ACB)
Since joining ACB sixteen years ago, John has worked with nearly 100 capital and endowment campaigns, and continues to provide major gift consulting to a number of not-for-profit clients including YMCAs, Boys & Girls Clubs, healthcare, social service, educational, religious, public, and cultural organizations. John has conducted several workshops in
fundraising, capital campaigns, and major gift development for nonprofit organizations. Previously the President of the Association of Fundraising Professionals (AFP) Chicago-Fox West Network, John now serves on the AFP Chicago Chapter Board and the Board of the Giving Institute.
4. MAJOR GIFTS
Carol Munro Mosley
Director of Development, Major and Planned Gifts
American Red Cross of Greater Chicago
In her current position, Carol has focused on transitioning annual donors to the major gift portfolio and building personal relationships with donors previously accustomed to a direct mail fundraising relationship. An ordained minister in the United Church of Christ, prior to doing development work, Carol served as a parish pastor for nineteen years. She received her undergraduate degree in education at Northern Illinois University and her Masters in Divinity and Doctorate in Ministry degrees from Chicago Theological Seminary.
Perry Irish
Senior Philanthropic Advisor
St. Jude Children’s Research Hospital
Perry leads major-gifts fundraising in the Midwest for St. Jude Children’s Research Hospital, which is located in Memphis TN. She works on a broad range of gifts, from multi-million dollar charitable trusts to $10k charitable gift annuities to outright gifts of many sizes. Prior to joining St. Jude in 2004, Perry led major-gifts fundraising in the Midwest for Stanford University. She began her fundraising career with the University of Michigan. Perry has had a long association with several non-profits. She has served on boards or committees of the University Musical Society and the Great Lakes Performing Artists Associates, both in Ann Arbor MI, and The Little Traverse Conservancy in Harbor Springs, MI. She currently serves on the boards of the PianoForte Foundation and the University of Michigan Club of Greater Chicago. She also serves as co-chair of the University of Michigan School of Art and Design’s Illinois Alumni Committee. Ms. Irish received both her BA and MBA from the University of Michigan.
Robert J. Hanrahan III
President
Angel Funding
Robert J Hanrahan III, Certified Fundraising Executive (CFRE) with more than 20 years of professional fundraising experience, has launched Angel Funding, dedicated to educating fundraising professionals on little known techniques for developing major donors to support on-going and capital campaign fundraising efforts at children's hospitals. Mr. Hanrahan is responsible for raising more than $100 million throughout his career, which includes executive positions with development and foundation offices at Columbus Children's Hospital in Columbus, OH; St. James Hospital in Chicago, IL; and the Sisters of St. Francis Hospital System.
Eric D. Thompson, MBA, CFRE
Director of Corporate and Foundation Relations
Purdue University Calumet
Eric began his advancement career at the Illinois Institute of Technology (IIT). As the Director of Development for the College of Architecture, he successfully completed the college’s $12.5 million goal during IIT’s $250 million campaign. Successively, he went to work on behalf of his alma mater, the University of Colorado (CU). At the University of Colorado Foundation, he led the fundraising efforts at CU-Denver on behalf of its two largest academic units during the final stages of CU’s successful $1 billion dollar campaign. In 2005, he re-located back to Chicagoland as Purdue University Calumet’s Director of Corporate and Foundation Relations, helping this regional campus complete its portion of Purdue University’s $1.5 billion dollar campaign. He earned his MBA from the University of Illinois at Chicago. He also holds an MFA from the School of the Art Institute of Chicago. In 2006, he attained his CRFE credential.
5. GRANTMAKING AS PARTNERSHIP
Speakers on first panel:
Howard Nochumson
Executive Director
Washington Square Health Foundation
Mr. Nochumson is the first Executive Director of the Washington Square Health Foundation, and this February marks his 20th year in that position. Washington Square is one of the oldest health care conversion foundations in the country. Since its inception it has progressed from a hospital based giving model to an expansive public health and community based grant maker. To promote collaboration among funders, Washington Square established and initially funded the Donors Forum Health Care Affinity Group with Nochumson as its first chairperson. In addition, Nochumson has been instrumental in developing several RWJ Local Initiative Funding Grants for Chicagland not for profits. Mr. Nochumson earned a Bachelor of Arts and Master of Arts degrees from the University of Illinois, where he was a University of Illinois Graduate Fellowship recipient. He has published numerous articles in the fields of education and philanthropy and has participated in various presentations and seminars, most recently in two panel presentations dealing with collaborative funding.
The Washington Square Health Foundation grants funds that promote and maintain access to adequate healthcare for all people in the Chicagoland area regardless of race, sex, creed or financial need.
LauraJane Hyde
Chief Executive Officer
Gilda's Club Chicago
LauraJane Hyde has served as Chief Executive Officer of Gilda's Club Chicago since August of 2006 and as Executive Director since October of 1999, having joined the organization in July of 1998. Prior to that, she was the Director of Donor Development for the Chicago chapter of the National Multiple Sclerosis Society. She began her development career at The Northwestern Memorial Foundation, and her post-college career with the Chicago White Sox. She has more than 15 years experience in nonprofit development and administration. LauraJane has represented Gilda's Club Worldwide at a number of conferences and on various task forces, and she serves on the boards of the Magnificent Mile Charitable Foundation, HELP
(Help Ease Local Poverty), and the River North Association.
Toren Flink
Executive Director
LaCasa (Lake County Council Against Sexual Assault)
Toren has held her current position as Executive Director of LaCasa for 15 years. Prior to her position with LaCASA, she was the Executive Director of A Safe Place, a shelter for abused women and children. For her leadership skills, The United Way of Suburban Chicago named Toren Executive Director of the Year in 1996. Toren has a BA degree and completed advanced coursework in social work at the University of Colorado, Boulder.
Speakers on second panel:
Spruiell White
Senior Program Officer
The John D. and Catherine T. Macarthur Foundation
Mr. White joined the Foundation as a Program Officer in 1995, and was promoted to his current position as Senior Program Officer in Human and Community Development in 1998. Prior to his arrival at the Foundation, Mr. White served in a number of executive leadership positions for the Chicago Jobs Council, the United Negro College Fund and Urban League affiliates in San Francisco and Seattle. He is a founding member of Chicago Blacks in Philanthropy and a board advisor to the Illinois Ethnic Coalition and the Center for Impact Research. Mr. White has served as a mayoral appointee to the Private Industry Council and the Empowerment Zone Coordinating Council. He received his undergraduate degree in English literature from Luther College, and his Masters in Social Service Administration from the University of Chicago.
Robin Snyderman
Housing Director
Metropolitan Planning Council
A native of the Chicago area, Robin Snyderman assumed the position of Housing Director at the Metropolitan Planning Council (MPC) in 1998, where she works on housing reform and creation throughout the region. Prior to her work at MPC, Robin worked for 10 years with San Francisco’s Mission Housing Development Corporation, developing and providing supportive housing for formerly homeless adults. Robin recently completed her term as Chair of the City of Evanston’s Housing Commission, and is currently a Board Member of the Illinois Housing Council and Interfaith Council for the Homeless, a Trustee of the National Housing Conference and a 2002 fellow of Leadership Greater Chicago. In 2006, she completed Harvard University’s Executive Education Program for Senior Executives in State and Local Government, which is run out of the John F. Kennedy School of Government.
Toby Herr
Founder and Director
Project Match
Toby has worked with Project Match since 1985 to support low-income families in a range of areas, including welfare-to-work, workforce development, and community development. Prior to Project Match, Ms. Herr spent nine years working in Cabrini-Green as an elementary school teacher. She received her M. Ed. from the Erikson Institute. She is currently a research associate at the Erikson Institute, as well as a trustee. During 1994-1995, Ms. Herr served as a consultant to the U.S. Department of Health and Human Services, providing technical assistance to its four-state Post-Employment Services Project and to designated Head Start Family Service Centers. In 2006, Toby was named a Champion of the Public Interest by Business and Professional People for the Public Interest (BPI), a Chicago-based social law and policy center, in recognition of her twenty years of leadership.
Robert E.Wordlaw
Executive Director
Chicago Jobs Council
Robert was appointed Executive Director of the Chicago Jobs Council (CJC) in December 1995. In this capacity, he oversees CJC’s advocacy, applied research, public education and capacity-building initiatives to reform public policies that impede gainful employment for people in poverty. Before joining CJC, Bob served 17 years as Executive Vice President of The Neighborhood Institute where he successfully planned and administered employment preparation, skills training, and economic development programs aimed at moving people out of poverty. Prior to that, he was Director of a west side office for the City of Chicago’s Department of Human Services and staff consultant for a Washington D.C. based community development consulting firm. He received his BA degree from Goddard College (Plainfield, VT) and in 1995 completed a one-year fellowship program at Roosevelt University.
6. DIRECT MAIL
Fran Caan
Annual Fund Coordinator
Midwest palliative & Hospice CareCenter
In her current position as Annual Fund Coordinator, Fran is responsible for coordinating memorial plaque requests and donor recognition and stewardship events in addition to overseeing all logistics pertaining to year- end and spring appeals. She conducts in-service training sessions to 300+ clinical staff members to ensure that the clinical staff is familiar with the organization's stewardship efforts. Previously, Fran Caan was the Director of Marketing and Assistant Director of Development at the C.G. Jung Institute of Chicago. She earned her Bachelors degree from Boston College.
Carolyn Saxton
Executive Director
Lubeznik Center for the Arts
Carolyn Saxton has been Executive Director of the Lubeznik Center in Michigan City, Indiana since 2005. Prior to her current position, she headed up the Oak Park-River Forest Community
Foundation in Oak Park, IL, taking that organization from $250,000 to $10 million in assets. While managing the Foundation, for 14 years she simultaneously served as Executive Director of the Community Chest of Oak Park and River Forest. She has over 24 years of not-for-profit administrative experience in a variety of social service and grantmaking organizations.
Jennifer A. Hodge Jerzyk
Resource Development Director
Bridge Communities, Inc.
Jennifer Hodge Jerzyk brings over eight years of development experience working for small to mid-sized human service agencies in the Chicago area. She has worked in the field of direct mail marketing for over 15 years. She holds a Masters in Management degree from Northwestern University.
7. SPECIAL EVENTS
Priscilla Stratten
Development Director-Special Events and Individual Giving
United Negro College Fund, Inc.
As the Development Director of Special Events & Individual Giving, Priscilla is responsible for producing five major events each year in the Chicago area. This includes the Black and White Ball which has raised over $5 million in its six-year history. Priscilla is also involved in organizing a number of other UNCF events including the Chicago Public Schools (CPS) Kick-Off Reception, and the UNCF Mayor’s Reception. Priscilla is also responsible for the UNCF individual giving campaign “A Mind Is” which is a society of individuals who give at the one thousand dollar and above level. Stratten has taken this fundraising initiative to new heights and has created a strong foundation developing enticing incentives to increase membership.
Joan L. Schutt
Donor Relations & Special Events Manager
Rest Haven Christian Services
Joan began her career in event/meeting planning in convention sales at the historic Conrad Hilton Hotel in Chicago. In the past 28 years, she has worked in several capacities at non-profit organizations both as a professional and a volunteer. Her event experience ranges from galas, sporting events, conventions, conferences, concerts, international concert tours, and band contests. She earned her Bachelor’s in Organizational Leadership from Dominican University and a Certificate in Nonprofit Management from the University of Illinois Chicago College of Urban Planning and Public Affairs. She is an active member of Meeting Professionals International Chicago Area Chapter and the Association of Fundraising Professionals. Joan also volunteers as a Community Liaison for AFS Intercultural Programs and serves on the council of Grace Community Church in Oak Lawn, IL.
Kimberly LaBounty
President
Apex Management & Special Events, Inc.
As the owner of Apex, Kimberly has created and managed events for intimate groups of 5 to 4,500 people throughout the country, Canada and Mexico. Her experience with nonprofit clients include fundraising galas, membership/recognition events and seven-day medical conferences with exhibits, tours and themed evening functions. Kimberly also brings experience in public relations and marketing. She has completed outreach programs, assisted organizations in their branding, and designed membership and sponsorship programs. Kimberly received her bachelor's and master's degrees in public relations and communications respectively from Illinois State University and is a member of the Association of Consultants to Nonprofits, Elmhurst Chamber of Commerce, Association of Fundraising Professionals and Chicago Association
of Direct Marketers. Kimberly is a founding board member of MAPS of Illinois, a Rockford, IL, nonprofit that provides undergarments to school-aged children. She is also an adjunct professor at Lexington College in Chicago where she teaches special event and meeting management courses.
8. ANNUAL GIVING
Barbara Talisman
President
Talisman Associates, Inc
Since 1988, Barbara has worked with numerous organizations to build their capacity to raise more money and diversify their revenue sources. Her expertise ranges from corporate sponsorships and special events to board development and major gift solicitation as well as volunteer and staff development and training. Barbara teaches a variety of fundraising topics and has been a guest speaker at conferences throughout the United States, Canada, the U.K. and Australia. In 2003, Barbara received the President’s Award from the AFP Chicago Chapter for outstanding service to the chapter and fundraising profession. She also serves on a number of AFP committees and is proud to be a member of the Chicago chapter of AFP.
Julie A. Morrone
Associate, Individual Giving and Special Events
American Association of Nurse Anesthetists Foundation
Julie brings over ten years of development experience to her current role. Julie holds a MS degree from Roosevelt University in Marketing Communications and a BS degree from Loyola University (formally Mundelein College) both located in Chicago. She has experience in developing a successful annual giving campaign for the AANA Foundation by using direct mail, telemarketing campaigns, special events and email. Under her direction, the AANA Foundation achieved its fiscal year 2006 goal and exceeded the goal by 22%. Throughout her philanthropic career, Julie has been actively involved in several organizations such as Children’s Memorial Hospital and Leukemia and Lymphoma Society serving on the board, participating in many events and working on several committees. Her latest activity is volunteering for the Big Sky Kids, a children’s cancer camp located in Montana.
Paula J. Endress, CFRE
Director of Development
St. Bede Abbey and Academy
Paula coordinates the annual and capital campaign for a Benedictine monastery and college prep school in existence since 1890. Annually she and her staff raise $1.2 million to support the two organizations. She has worked in development for non-profits for the past 15 years and has a B.A. degree in Journalism from Northern Illinois University. Active in her community, Paula serves as a member of the Board of Trustees for Illinois Valley Community College and serves on the planning committee for the Benedictine Development Symposium to be held in August, 2007.
Kimberly R. Gosell, CFRE
Associate Vice President for Advancement
Roosevelt University
Kimberly is Associate Vice President for Advancement at Roosevelt University, a metropolitan university of 7,200 students on two campuses, one in downtown Chicago and the other in Northwest suburban Schaumburg, Ill. With over 10 years of experience in resource development in non-profits and higher education, Kimberly is Roosevelt’s chief development officer within the University's Division of Institutional Advancement. She manages the development team of front line fundraisers and program officers, oversees and implements college-based fundraising efforts in addition to managing the alumni relations. She coordinates strategy with institutional leadership to achieve combined revenue goals in excess of $5M annually. Previously, Kimberly held executive level positions for four grassroot non-profit organizations, specializing in the creation of comprehensive development and public relations operations. She earned her bachelor’s degree from Arizona State University in 1992.
9. PLANNED GIVING
Rebecca E. Hunter, CFRE
Executive Director
Foundation of the American Thoracic Society
Rebecca has initiated several planned giving programs in her roles as the leader of advancement and development teams in higher education and healthcare. In addition to her current role as Executive Director of the American Thoracic Society, she is an instructor in North Park University's master's program in nonprofit business management, an invited speaker at local, regional, national and international conferences, and a faculty member for the Survey Course in Fundraising. Rebecca also serves as a fundraising volunteer for several organizations.
Judith Kaufman
Vice Chancellor for Advancement
Purdue University Calumet
In her current position at Purdue University Calumet, Judith supervises a staff of 18 including corporate and foundation fundraising, annual fund, alumni, planned giving and a full marketing and communications team. Most recently, she served as Vice President for Development at Roosevelt University in Chicago, where she directed multi-million dollar annual fund raising efforts. Previously, as Executive Director of Planned Giving and Acting Director of Major Gifts at Chicago-based Illinois Institute of Technology, she had responsibilities for a successful $250 million campaign. Judith is thoroughly knowledgeable about building a donor base, producing profitable special events, discussing the intricacies of estate planning and effective solicitation of major gifts.
Kristin Carlson Vogen
Vice President Philanthropic Management
Bank of America
Both in her current position with Bank of America as well as her previous planned giving position with a national non-profit organization, Kristin assists clients in fulfilling their philanthropic goals. Through family meetings and individual discussions, Kristin helps clients decide how to best achieve their goals, then continues to assist after implementation. Kristin serves on the planned giving advisory committee for WTTW 11/WFMT 98.7, Ravinia Festival, the Chicago Community Trust’s Young Professional Advisory Committee, and as Treasurer for the Hendrickson Family Foundation. Kristin is an active member of the Chicago Council of Planned Giving and is vice-chair of the Exempt Organizations Subcommittee of the Chicago Bar Association’s Federal Taxation Committee. Kristin speaks regularly to local non-profit organizations and the Chicago Bar Association on new developments in the charitable estate-planning field.
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