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)