Select Clients

(not listed in any particular order)

• Teachers College at Columbia University (interim executive leadership for major gifts)
• American Heart Association, Heritage Affiliate (assessment of major gifts, development of business plans for (a) major gifts and (b) high level volunteer non-fiduciary board)
• Health Power (leadership development, case)
• Victims Information Bureau of Suffolk (capital campaign feasibility assessment)
• Stony Brook University/SUNY (capital capital campaign executive training for wealth recognition and solicitation skills)
• American Fund for UNICEF (major and planned gift training for senior executives)
• YMCA Camp Speers (capital campaign)
• Cheshire Academy (capital campaign feasibility assessment, planned giving, general fundraising counsel)
• Shore Line Trolley Museum (two capital campaigns, board training, governance, planned giving, board retreat, staff coaching, general fundraising counsel)
• John B. Pierce Laboratory (leadership assessment, case, executive coaching)
• Community Foundation for Greater New Haven (capacity building for more than 50 constituent organizations in governance and fundraising)
• Agency on Aging (case, new donor development, board training)
• Greater New Haven Labor History Association (governance, board building strategies, development program launch)
• Edith B. Jackson (board training, stewardship and cultivation program, case)
• Danbury Children First (governance, community outreach, board retreat)
• Music Haven (governance, community outreach, stewardship, board training)
• Columbus House (governance, strategic planning)
• ‘r kids (case, governance, board training, campaign feasibility study and planning, general fundraising counsel)
• Project Access (case, governance, stewardship)
• Beth El Center (governance, board engagement in fundraising)
• Shoreline Arts Alliance (case, governance, annual fund, planned giving, board and executive coaching)
• Women & Family Life Center (board retreat, case, strategic fundraising)
• Stephens Village (case, governance, strategic planning, leadership development, general fundraising counsel)
• Center Stage Theatre (governance, strategic fundraising, community outreach, board retreat)
• Citywide Youth Coalition (leadership development, community outreach, case, general fundraising counsel)
• Connecticut Foundation for Dental Outreach (strategic fundraising, governance, stewardship, board retreat, fund development plan)
• Friends Center for Children (governance, fundraising strategies)
• Guilford Art Center (strategic plan, operations plan, fund development plan, governance, fundraising, board retreat)
• LEAP (governance, strategic fundraising, planned giving, stewardship)
• New Life Corporation (governance, fundraising, community outreach)
• Rape Crisis Center of Milford (governance, stewardship, strategic fundraising, executive coaching, board retreat)
• Guilford Center for Children (mission statement, community outreach, fundraising strategies)
• DataHaven (governance, fundraising, board training, staff mentoring)
• Get In Touch Foundation (strategic planning, executive coaching, governance, fundraising strategies, board retreat)
• Danbury’s Promise (board retreat, strategic planning)
• TEAM Community Action Agency (governance, fundraising, annual and planned giving strategies, community outreach, staff mentoring)
• Boys and Girls Club of Lower Naugatuck Valley (board succession plan, governance, annual, major gift and planned giving, general fundraising counsel, executive coaching)
• New Haven Ballet (fundraising strategies for short and long term revenue, governance)
• Shoreline Village (governance, upper level annual giving society, major gifts, planned giving)
• Leila Day Nursery School (capital campaign assessment and planning)
• Council for Adult and Experiential Learning (organizational capacity assessment, fundraising strategies, governance)
• Higher Heights Youth Empowerment Programs (fund development plan, plan implantation, board retreat, executive coaching, governance)
• Connecticut Society of the Sons of the American Revolution (capital campaign)
• Adult Learning Center (strategic plan, fund development plan, operations plan, board retreat)
• Seymour Ambulance Association ( planned giving, case, annual giving strategies)
• Elm City Dance Collective (governance, case, new donor development strategies)
• Autism Services Assoc. (governance, board strategies)
• Greater Middletown Chorale (mission statement, governance, fundraising)
• Integrated Refugee and Immigrant Services (governance, fundraising strategies)
• Read to Grow ( governance, board building strategies, stewardship, board fundraising tactics, giving society)
• Orchard House (board building strategies, board fundraising tactics, governance)
• Greater New Haven Transit District Foundation (board strategies, case, qualifying prospects)
• Christian Community Action (governance, strategic planning, board committee structure, launching a new development committee, engagement of board members in fundraising, stewardship)
• Whitney Center (annual and major gift fundraising strategies, organizational management, governance)
• Acts 4 Ministries (board recruitment strategies, launching new governance committee, case, executive coaching, board mentoring)
• Valley United Way (governance, strategies for board fundraising)
• IRIS ( planned giving strategies)
• Clark Memorial Library of Bethany ( governance, board evaluation, board gap analysis, strategies for board recruitment, solicitation strategies, planned giving)
• CT. Mental Health Foundation (effective board fundraising, case, strategic plan, governance, campaign feasibility, planning and execution)
• Julia Day Nursery School (bylaws, board roles, board recruitment strategies, annual giving tactics)
• Moreau Emergency Squad (capital campaign assessment and management, community outreach, strategies for leadership building, annual fund)
• Songcatchers ( strategic plan, operations plan, succession plan)
• Bridges (governance, board engagement in fundraising, board recruitment strategies, community outreach, board retreat)
• Connecticut Center for Arts and Technology (board self assessment, board engagement in fundraising, capital campaign preparation, strategies to strengthen the annual fund)
• Hope After Loss (executive succession strategies, board recruitment strategies, governance)
• Masters Manna (community outreach, corporate strategies, board recruitment strategies)
• New Haven Chorale (governance strategies, board recruitment strategies, tactics for maximum board-executive director function, planned giving)
• Solar Youth (board engagement in fundraising, major gift strategies, board recruitment strategies, tactics for an effective development committee)
• Shoreline Soup Kitchens (board engagement in fundraising, planned giving strategies)
• Greater New Haven Business and Professionals Assoc (governance, board recruitment strategies, strategies for major fundraising event)
• Crossroads (board roles, governance, fundraising, executive coaching)
• Jewish Community Center of Greater New Haven (mini capital campaign)
• City University of New York-CUNY (staff retreat, SWOT analysis)
• Schooner, Inc.(strategic plan, board retreat, merger, general governance and fundraising counsel)
• Interfaith Volunteer Care Givers (strategic plan)
• New Haven Farms (board governance, annual fund)
• American Red Cross of CT (governance, board roles in fundraising, governance)
• Beulah Land Development (structuring the the board and streamlining the operation)
• New Haven Free Public Library (building an effective major gifts platform, planned giving)
• Friends of New Haven Legal Assistance (board engagement in fundraising, building a sustained annual fund, preliminary preparation for capital campaign)
• New Haven Reads (bylaw revisions, board roles, launching effective and impactful governance committee, building an effective fundraising initiative, planned giving, board recruitment tactics)
• Guilford Foundation (case for support, launching a board-driven fundraising initiative, solicitation training-The Art and Science of the Ask)
• Wallingford Public Access TV and Media Center (bylaw revisions, board gap analysis, board roles, revenue enhancement strategies)
• Charter Oak Cultural Center (capital campaign assessment, planning, execution)
• New Haven Family Alliance (governance, board engagement in major gift fundraising, board retreat, executive coaching)
• Literacy Volunteers for Southern CT (governance, corporate fundraising tactics, annual fund)
• Wallingford Early Childhood Alliance Resource and Education (strategic plan)
• Lung Transplant Project (governance, executive coaching, executive search)
• Junta for Progressive Action (governance, executive coaching , board coaching, strategic plan)
• Arts in Connecticut (governance, annual fund)
• The Ridgefield Playhouse (capital campaign planning)
• The Marfan Foundation (capital campaign assessment)
• Weston Volunteer EMS (capital campaign assessment)
• EcoWorks (strategic plan, executive coaching, board retreat)
• Arts for Learning CT (governance, board development, strategic plan, board retreat)
• Scranton Memorial Library (fundraising plan, executive coaching
• North Central Area Agency on Aging (fundraising, board leadership, planned giving)
• Pivot Ministries (board retreat, development plan, executive coaching)
• Bridges (governance, board engagement in fundraising, board recruitment strategies, community outreach, board retreats, strategic plan, executive and board coaching, executive succession plan)
• College of New Rochelle (prospect research)
• Supportive Housing Works (board retreat)
• Squash Haven (planned giving)
• Mary Wade  Home (board engagement in fundraising)
• Community Soup Kitchen (planned giving)
• Visiting Nurse and Hospice of Fairfield County (capital campaign assessment)
• Massaro Farm (governance, merger)