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A – B
Aldrich, Eva
Associate Director, Public Service and The Fund Raising School, The Center on Philanthropy at Indiana University
Eva E. Aldrich, M.A., CFRE, is Associate Director of Public Service and The Fund Raising School at the Center on Philanthropy at Indiana University. Aldrich’s work centers on the development and revision of The Fund Raising School’s curriculum and teaching courses for fundraising professionals. In addition, Aldrich is a member of CFRE International’s Exam Committee, which advises and directs on exam-related issues and develops policy recommendations on exam issues for the CFRE International Board of Directors. Aldrich is pursuing a PhD in Philanthropic Studies from Indiana University.
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Altinkemer, Cheryl
Associate Vice President for Advancement, Purdue University
Cheryl Altinkemer is an Associate Vice President of Advancement at Purdue University with over 20 years of development experience, including serving as a consultant in Istanbul Turkey and as founding board member and past chair of the national Women's Philanthropy Institute, now housed at IU Center on Philanthropy. She has held leadership positions in, and is a member of APRA, the Council for Advancement and Support of Education and the National Committee on Planned Giving. The Indiana Chapter of the Association of Fundraising Professionals recognized her as the 2002 Fundraising Executive of the Year.
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Ambler, Tricia
Manager, Client Services, WealthEngine.com
Tricia Ambler joined WealthEngine in October 2007. Previously, she was Director of Prospect Research and Tracking at Virginia Commonwealth University, responsible for the management of the research office and for prospect tracking. She has also held development positions at Lewis Ginter Botanical Garden in Richmond, Virginia, and the Jamestown-Yorktown Foundation Inc. in Williamsburg, Virginia. Ambler is President of APRA-Virginia, serving as a member of this board for the past six years, first as Program Chair and then as Vice President. She has contributed articles to Connections about peer screenings and finding private company wealth. In addition, Ambler has served as Conference Chair and Program Chair of the Mid-Atlantic Researchers Conference (MARC), and presented at MARC in 2005 and 2007 and the CASE District III conference in 2008.
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Balsam, Jessica
Prospect Manager, Evergreen College
Jessica Balsam is the one-person prospect research and prospect management shop for The Evergreen State College in Olympia, WA, where she has implemented a prospect tracking system. Prior to joining Evergreen, Balsam was the Manager of Development Services at Tacoma Art Museum in Tacoma, WA, where she undertook a major database overhaul to improve the museum’s ability to track donor giving and interests. She has also acted as a database consultant for small non-profits. She sits on the board of directors of APRA-NW, as well as an arts-related non-profit in Tacoma. She holds a Bachelor of Fine Arts from the University of Illinois.
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Bank Stepno, Melissa
Consultant, Target Analytics, A Blackbaud company
Melissa Bank Stepno serves as a Consultant for Target Analytics, A Blackbaud Company. She consults with non-profit organizations on planning, implementation, and strategy of prospect screenings, research and tracking. Previously, ank Stepno was a Senior Development Researcher at Boston University, Assistant Registrar for Boston Ballet, and assisted with grant research and writing at the Greater Boston Youth Symphony Orchestras. Bank Stepno received her BA from Brandeis University, where she is a recipient of the Alumni Association’s Young Leadership Award, and has masters’ degrees in Arts Administration and Higher Education Administration from Boston University. She has previously spoken at CASE, AFP, APRA and NEDRA conferences.
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Begg, Amy
Associate Director of Research, Harvard University
Amy Begg is the Associate Director of Research at Harvard University's Office of Alumni Affairs and Development. She is also a prospect research consultant providing services to more than thirty non-profit organizations including schools, museums, civic and youth organizations, hospitals and religious organizations in Boston, New York City and Washington, D.C. Prior to joining the Harvard University research department, Begg was the director of research at the YMCA of Greater New York in Midtown Manhattan.
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Bellinger, Robin
Associate Vice-President for Advancement, Purdue University
Robin Bellinger joined Purdue in 2002 and currently serves as Associate Vice President for Advancement. In addition to her current work with major prospects, Bellinger has extensive experience with annual fundraising and donor clubs and was campaign manager for Purdue's $1.7 billion campaign.
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Birkholz, Josh
Principal, Bentz Whaley Flessner
Josh Birkholz is the Director of DonorCast, the analytics division of Bentz Whaley Flessner. He has built data mining and fundraising production analysis solutions for leading universities, medical centers and cultural nonprofits across the U.S. Before joining Bentz Whaley Flessner, Birkholz engineered the data mining program for the University of Minnesota Foundation. He is a published author and sought-after speaker in the field of analytics, prospecting and constituent relationship management. Birkholz earned his bachelor’s degree from Concordia University-St. Paul and his master’s in arts administration from St. Mary's University in Winona, Minnesota.
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Blackwell, Marianne
Director of The Office of Gift Planning, Colorado State University
Marianne Blackwell is the Director of The Office of Gift Planning at Colorado State University. She received her BA in Psychology from the University of Oklahoma in 1982 and her JD from the University of Oklahoma School of Law in 1985 and has practiced in the areas of bankruptcy, civil litigation, contracts, family law, wills and probate. Blackwell is a member of the Colorado Bar Association and former member of the Oklahoma Bar Association.
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Boley, Jason
Associate Director of Prospect Management and Tracking, Purdue University
Jason Boley has over ten years of experience working with higher education fundraising databases. Boley is currently employed at Purdue University where he manages the University's prospect information and focuses on data analytics. Prior to Purdue, Boley worked at Wabash College as a systems analyst and most recently for the Private Academic Library Network of Indiana as an administrator for enterprise library systems. Boley remains active in several local and national professional organizations and has presented nationally on the topics of database reporting, prospect management and digital learning software.
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Brownlee, Anne
Assistant Director of Research and Training Manager, Harvard University
Anne Brownlee is the assistant director of research and training manager at Harvard University’s Office of Alumni Affairs & Development. She oversees research efforts in the New York Region and London and works to educate Researchers and Fundraisers on wealth and philanthropic trends. Brownlee joined Harvard in 2006 after two years as a senior research analyst at Brown University. She started her career in Development Research in 2002 at Brandeis University. Brownlee has a BA from Wellesley College and an MLS from Indiana University.
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C – D
Cadbury, Sarah
Director of Prospect Research, La Salle University
Sarah Parnum Cadbury is the Director of Prospect Research at La Salle University. She enjoyed redesigning the University’s prospect management system and she and another researcher are heavily engaged in pro-active research. After working in research at World Wildlife Fund and the National Parks Conservation Association, she appreciates having an alumni base to work from. She was the President of APRA-Metro DC and also served as their Membership Chair. She was Resource Center Co-Chair at the 2002 APRA International Conference, Program Chair for MARC 2003, Volunteer Chair for MARC 2007 and Conference Chair for MARC 2008. Cadbury earned a degree in Sociology/Anthropology from Earlham College.
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Caldwell, Tari
Senior Prospect Development Analyst, The Nature Conservancy
Tari Caldwell has been a major gift researcher for the past 17 years. She is a Senior Prospect Development Analyst for The Nature Conservancy (since 1997), where her current focus is to provide strategic research for its New York-metro area programs. Previously, Caldwell held research positions with Washington Hospital, George Washington University and American Farmland Trust. She is a graduate of Duke University.
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Carr, Charles
Senior Principal Gifts Researcher, Massachusetts Institute of Technology
Charlie Carr has more than 20 years' experience in advancement research, including two major capital campaigns at MIT. His responsibilities include preparing research on very-high-net-worth individuals for calls by the senior officers and top volunteers of the Institute. Before entering the advancement field, he worked in the private banking industry. He has been a presenter or panelist at conferences for NEDRA, the Massachusetts chapter of the Association of Fundraising Professionals (AFP), the Council for Advancement and Support of Education (CASE) and APRA.
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Carr, Eve
Medical Research Analyst, Georgetown University
Eve Carr is a Prospect Research Analyst with Georgetown University where she is embedded with the Medical Center team. She holds her MA and PhD in History from Arizona State University and began her research career as a historian. She transitioned into doing prospect research after developing an interest in fundraising and grant writing. Prior to joining the team at Georgetown she was in San Diego, most recently with Scripps Health Foundation.
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Cavala, Dori
Prospect Researcher, American Cancer Society, California Division
Dori Cavala has worked in development/advancement services for 10 years in museums, higher education, and now cause-oriented organizations. She has a thorough background in stewardship, prospect management/tracking, gifts management, and specializes in wealth analysis.
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Chamberlin, Kate
Campaign Strategic Research Director, Memorial Sloan-Kettering Cancer Center
Kate Chamberlin leads the analytics group at Memorial Sloan-Kettering Cancer Center. She came to MSKCC in the fall of 2006 from Columbia University, where she was a research analyst and writer for the University’s corporate and foundation relations office. She has also served as an events manager for Columbia’s principal gifts group, and as a grantwriter at Arts Horizons, a small arts education agency. Chamberlin holds a bachelor’s degree in theater directing and design from Dartmouth College and an MBA from Columbia Business School, focused on economics and strategy.
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Chaplin, Angie
Director, Center for Learning & Leading, Lutheran Services in Iowa
A nationally respected facilitator and consultant, Angie Chaplin helps leaders perform at their personal bests to transform organizations. Her work as founding director of Lutheran Services in Iowa’s Center for Learning & Leading has earned national attention. As a consultant with the Alliance for Children & Families Executive Consultant Select Group, Chaplin offers strategies and solutions for bridging communication, leadership and organizational gaps within private and public sectors. She teaches at Seton Hall University’s master of arts in strategic communication and leadership, and is pursuing certified master facilitator designation for The Leadership Challenge, an internationally best-selling curriculum.
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Chase, Dave
President, Freelance Prospect Research Network/Chase Solutions Inc.
Dave Chase is the Founder and CEO of the International Prospect Research Network, Freelance Prospect Research Network and Chase Solutions Inc. Former treasurer of the New England Development Research Association, Chase is a frequent presenter of professional seminars on prospect research, data screening and proactive research.
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Cheng, James
Senior Research Analyst, Eidetics, A Division of Quintiles Consulting
Dr. James W. Cheng is currently a Senior Research Analyst at Eidetics, a healthcare market research division of Quintiles Consulting, where he quantitatively informs clients about the biotechnology, medical devices, and pharmaceuticals sectors. His prospect identification experience comes from serving within MIT's Office of Development Services. In this capacity Cheng applied the tools of statistics to aid in the identification of new major and planned gift prospects, to help researchers prioritize existing, in-portfolio prospects, as well as to explore general trends for different avenues of philanthropy at MIT. In September 2007, Cheng was awarded a doctorate in educational research, measurement, and evaluation from Boston College's Lynch School of Education.
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Cooper, Betsy
Director of Prospect Management and Research, Reed College
Betsy Cooper has been the Prospect Research Manager at Reed College for over seven years, where she designed and implemented a prospect tracking and management system. Prior to joining Reed, she was a prospect researcher at the University of Colorado Foundation for 2 years. Cooper is the president of APRA-NW. She has given presentations to APRA International, APRA-NW, Willamette Valley Development Officers, and CRPA on topics ranging from prospect management to research fundamentals. She earned her BA in Psychology from Cornell University and her MLS from Rutgers University.
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Derringer, Deborah
Manager of Prospect Research and Relationship Management, Hazelden Foundation
Deborah Derringer serves as the Manager of Prospect Research and Relationship Management at the Hazelden Foundation. She oversees prospect identification, qualification, and research, works closely with gift officers on prospect development strategies and portfolio management, and collaborates with her advancement services team members to develop systems that enable efficient and effective fundraising. Her initial foray into prospect research came as an undergraduate work-study student at Macalester College, and involved a great deal of rubber cement and paper files. She went on to work in the annual fund and in gift administration at Macalester, and began her professional career in prospect research at the University of Minnesota Foundation. Prior to joining Hazelden in June 2008, she developed the prospect management system and acted as a one-person research shop for Catholic Charities of St. Paul and Minneapolis, one of the largest providers of social services in Minnesota. Derringer has presented on like subject matter at APRA-MN as well as Blackbaud's Conference on Philanthropy.
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Dollhopf-Brown, Elizabeth
Senior Director of Research and Prospect Management, University of Rochester
Elizabeth Dollhopf-Brown has served as the Senior Director of Research and Prospect Management at the University of Rochester since July 2008. Prior to her current position, she was the Director of Prospect Analysis and Research at Marquette University in Milwaukee, Wisconsin. She was responsible for leading the transformation of the department from a reactive support function into a fully integrated and proactive unit working as a strategic partner with campaign planning staff, senior management and development officers. Her pervious work was in annual giving, most recently as the director of the Marquette Fund where she oversaw a 37 percent increase in dollars raised. She is a graduate of Susquehanna University and received her MBA from Marquette in 2005.
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Duke, Gregory
Senior Research Associate/Adjunct Professor, Niagara University
Dr. Gregory Duke is Senior Research Associate at Niagara University. He has worked as the lone prospect researcher at Niagara since 2002. Since 2008, he has also taught a master's level course in all aspects of fundraising. Duke previously worked as Manager of Advancement Services at Marymount College, Palos Verdes in California. He also worked in advancement services at two colleges at Oxford University. He holds a D.Phil degree in Modern History from Oxford University, and also holds degrees from Pennsylvania State University and the University of Toronto.
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E – F
Eberly, David
Director, Prospect Development, Children's Hospital Trust
During his more than 25 years in fundraising, David Eberly has divided his time between higher education and healthcare. He served as Director of Prospect Research at Tufts University, Director of Development Services at Harvard Medical School and Director of Resource Development at Harvard’s John F. Kennedy School of Government before returning to the research field at Children’s Hospital Boston in 2003. Eberly has consulted for numerous institutions in higher education, health and other member organizations. He is a member of the APRA Board and editor of Connections. A past President of the New England Development Research Association (NEDRA), he is a recipient of its Ann Castle Award.
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Farrell, Kay
Development Research Associate, Purdue University
Kay Farrell has been a research associate at Purdue University for five years, currently providing research support for eleven development officers across the University. Prior to her work at Purdue, Farrell spent ten years as the assistant to the development officer for a loval parochial school system, with responsibilities in all areas of advancement services. Farrell currently serves on the board of APRA Indiana, chairing the Mentoring Program and facilitating the annual Basic Skills Workshop. She also serves as one of the 2009 APRA International Roundtable Coordinators.
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Foote, Michael
Director of Research, Dartmouth College
Michael J. Foote joined Dartmouth in 2001 and currently serves as the Director of Research where he oversees a department responsible for prospect identification in support of the college’s current $1.3 billion campaign. Before entering the nonprofit world, Foote spent five years with the National Basketball Association, where he directed the league’s research needs. Based in New York, he operated in conjunction with marketing and media sales groups to target prospective clients and provided strategic direction for research studes measuring the value of the NBA domestically and globally. He previously spent several years at Nielsen Media Research, the television ratings company. Foote is an undergraduate alumni of St. John’s University and received his MBA from Pace University.
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Friend, Katherine L.
Senior Director of Development, Children's Medical Center
Katherine L. Friend, CFRE, joined the Office of Development of Children’s Medical Center on August 28, 2006, as Senior Director of Development. In this role, she provides direction for the comprehensive giving program at the hospital. Friend, who has more than three decades of fundraising experience, comes to Children’s from the Baylor Health Care System Foundation where she was a vice president and led strategic fundraising plans system-wide as well as the implementation and management of all development functions. She also has served as Senior Consultant for The Dini Partners, Executive Director of Development and Major Gifts for Austin College, Director of Development for the Dallas Museum of Art as well as in development leadership positions at Southern Methodist University Dedman School of Law and Texas Christian University. Friend earned her master’s in liberal arts from Texas Christian University and her bachelor of arts in English from Georgia Southern University. She has received training in annual, capital, and planned gift operations through the Council for the Advancement and Support of Education (CASE) and the John Brown Institute for Planned Giving. Friend is a member of the Association of Fundraising Professionals, the Association for Healthcare Philanthropy, and National Committee on Planned Giving.
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G – H
Gilbert, Jeffrey
Major Gifts Analyst, ASPCA
Since his arrival at the ASPCA in 2006, Jeffrey Gilbert has led the effort to establish a modernized major gifts initiative at America`s premiere animal welfare organization. Gilbert`s prior experience in annual giving, along with expertise in database analysis and prospect research, has enabled him to develop multiple portfolios of high net-worth individuals and foundations for personalized cultivation. Gilbert has also served as a development associate at NYU, where he managed an increased the NYU Libraries` Annual Fund over 50 percent from 2003 to 2006. Gilbert holds degrees in Philosophy and Intellectual History from Florida State University.
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Gow Pettey, Janice
Principal, J.G. Pettey & Associates
Janice Gow Pettey is the Founder of J.G. Pettey & Associates, a consulting firm assisting clients on board development, strategic planning, fundraising, with an underlying emphasis on ethical values. She authored Cultivating Diversity in Fundraising and Ethical Fundraising: A Guide for Nonprofit Boards and Fundraisers. A frequent speaker and presenter at nonprofit conferences and workshops, she is the immediate past chair of the AFP Ethics Committee.
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Gramolini, Nancy
Senior Prospect Research Associate, Tufts University
Nancy Gramolini is a Senior Prospect Research Associate at Tufts University in Medford, MA, where she has worked since 1997. Prior to her current position, Gramolini was a coordinator for regional events in the Tufts Office of Alumni Relations. She received her BS from Salem State College.
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Greene, Karen
Vice President of Operations and Services, Arizona State University Foundation
Karen L. Greene has served in her current role since August 2007. Previously, she was a partner at a national consulting firm where she led the prospecting practice and worked with diverse clients such as the University of Michigan, Children’s Hospital Trust (Boston), the Girl Scouts of America and the Culinary Institute of America. Greene has spent many years in prospect management, research and fundraising for educational and public organizations such as the University of San Diego, the University of Virginia and the University of Minnesota Foundation. She also served as director of major gifts for Planned Parenthood of Minnesota, North Dakota and South Dakota.
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Grimes, Nikole
Senior Strategic Analyst, Dartmouth College
Nikki Grimes is a Senior Strategic Analyst at Dartmouth College where she manages the prospect research for a 25 state region that includes some of the top states for crude oil production: Texas, Louisiana, Oklahoma, Wyoming, Kansas, North Dakota and Montana. In addition, Grimes' region includes the Marcellus Shale/Devonian Shale area where some experts estimate there is 50 trillion cubic feet of recoverable natural gas. Before entering the development field in 2000, Grimes was Operations Manager for a private design firm. She holds a bachelor's degree from College of the Atlantic and an MFA from Goddard. In 2009, she will receive an MA from Dartmouth.
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Growley, Timothy M.
Director of Research, Chautauqua Foundation
Timothy M. Growley serves as the Director of Research for the Chautauqua Foundation, Inc., a non-profit corporation supporting the historic Chautauqua Institution. Responsible for the identification, solicitation, tracking, and cultivation strategies of all major donors as well as campaign planning, feasibility, and evaluation. Provides direct support to all strategic committees, councils, board members, officers, executives, and volunteers. Formerly worked in Intelligence for the Pennsylvania Office of the Attorney General, Bureau of Narcotics. Graduated from Mercyhurst College with a degree in Research and Intelligence Analysis (2001) and recently finished up work on an MBA from Penn State University (2009).
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Hamilton, Holly
Managing Director, Strategic Initiatives, Marquette University
Holly Hamilton serves as the Managing Director, Strategic Initiatives at Marquette University. A professional in the fields of information management and technology, project management and advancement services, she creatively incorporates techniques from these disciplines into the work of advancement research. Hamilton is a member of APRA and CASE and is a frequent speaker on topics relating to collaborative project management, aligning research with development and prospect management.
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Harrison, Sharise
Research Analyst, Georgetown University
Sharise Harrison has been working in the prospect research field for more than six years. After graduating from LaSalle University with a BA in history, her first position in non-profit development was Research Assistant in the Office of Research and Records at Howard University. At Howard, she supported a research staff of three and learned the basics of prospect research. Harrison then went on to join The Foundation Center as a Program Associate for the Associates Program. She specialized in aiding library patrons, maintaining the program Web site and providing research to hundreds of nonprofits across the country on individuals, corporations and foundations. Harrison is a Research Analyst at Georgetown University supporting the college, athletics and foundation relations departments.
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Harty, Elizabeth
Marketing Director, Hazelden Foundation
Elizabeth Harty works for the Hazelden Foundation as a Marketing Director for Alumni and Development. She has a Master's Degree in Nonprofit Management from Hamline University and studies trends in the use of social media by nonprofits. You'll find Harty on Facebook, Twitter, YouTube, LinkedIn and Digg (and perhaps a few more).
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Hassan, Hodan
Director, Program Services and Research, U.S. Fund for UNICEF
Before joining the U.S. Fund for UNICEF, Hodan Hassan was Senior Director of Research and Prospect Management at the Arizona State University Foundation in Tempe, where she directed the research and prospect management team and implemented a university-wide prospect management system. Previously, as Associate Director of Development Research at the University of Washington in Seattle, she led the research team and university-wide prospect identification efforts to support a $2 billion campaign. Hassan also held various positions at her alma mater, Long Island University, including Director of Development Services and Campaign Associate. An active APRA volunteer, she is a member of the APRA Board and co-chaired APRA's 2007 international conference. She has served in various leadership positions including President of APRA-Northwest.
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Henze, Lawrence
Managing Director, Target Analytics, A Blackbaud company
Lawrence Henze, Managing Director of Target Analytics, is a veteran speaker at nonprofit conferences and seminars on a variety of topics including fundraising, market research, and the application of predictive modeling services to the nonprofit marketplace. The founder of Core Data Services, which Blackbaud acquired in 2001, Henze has also served as vice president of predictive modeling services at USA Group Noel Levitz and president of The Philanthropic Division of Econometrics, Inc. From his tenure with Econometrics through his current work, Henze has worked with more than 600 clients and has accumulated a wealth of knowledge on the financial, demographic, and attitudinal characteristics of philanthropic donors. He holds a BA in Political Science from Carroll College in Waukesha, Wisconsin; an MA in public policy and administration; and a law degree from the University of Wisconsin at Madison.
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Hood Lawson, Lori
Co-founder & CEO, WorkingPhilanthropy.com
Lori Hood Lawson has been actively involved in the development information field for over 12 years. She is the CEO and Co-founder of WorkingPhilanthropy.com, which focuses on providing eLearning courses for the nonprofit industry. Previously she served as Director, Strategic Solutions at Kintera P!N, a Blackbaud Company. In this position she managed a team that advised a broad range of clients on best practices for implementation of wealth screening results. She has also conducted prospect research department audits, and advised on how to best interact and work with frontline fundraising staff. Prior to joining Kintera P!N, Hood Lawson was Associate Director of Research for the Florida State University Foundation. She is Past-President of APRA-Florida and has served on the board of the North Florida Library Association. Hood Lawson has a BA from Emory University and a MS in Information Studies from Florida State University.
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Hotchkiss, Jack
Prospect Development Analyst, The Nature Conservancy
Jack Hotchkiss joined The Nature Conservancy in May 2008 as a prospect analyst. He has over 13 years of experience in prospect research, including time at MIT, Dartmouth and The Information Prospector. His interest in interactive media led him to earn a certificate in multimedia studies, and since that time he has been interested in integrating the possibilities of digital media with the needs of prospect research.
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Howley, Lisa
Director of Relationship Management, Johns Hopkins Institutions
Lisa Howley is Director of Relationship Management at the Johns Hopkins Institutions, where she is responsible for leading prospect and donor management, strategy and analysis efforts. Previously, she was Director of Prospect Management and Research at Wheaton College in Norton, Massachusetts; Director of Philanthropy Research at Women & Infants’ Hospital of Rhode Island; and Assistant Director of Development Research at the Johns Hopkins Institutions. Howley is an APRA Board member and was Editor of Connections from 2005-07. She is a past director and secretary for NEDRA, and was a Co-Chair of the 2007 annual NEDRA conference. She has served as Chair of the 2005 Mid-Atlantic Researchers Conference (MARC), 2005 CASE Conference for Development Research Faculty Member and as a 2004 APRA international conference track Chair. Howley has presented for several APRA, CASE and AFP conferences, and APRA chapter programs.
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Hudson, Michel
Owner, 501(c)onsulting
Michel Hudson, CFRE, started her own consulting firm in 2001, providing nonprofit guidance in the areas of strategic planning facilitation, surveys, e-newsletters and writing for fundraising collateral. She also offers Web site development and redesigns, online content creation and site maintenance for a number of international associations and businesses. With more than 20 years experience in fundraising, Hudson has been a frequent speaker at regional and international conferences and workshops for AFP, AHP, APRA, CASE, and other associations. She was a member of the APRA International Board of Directors from 1994 through 2001, serving as President the last three years of her term, and was honored with the 2003 APRA Distinguished Service Award.
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I – J
Johnson, Kelly
Managing Director of Advancement Services, Hazelden Foundation
Kelly Johnson has over 15 years experience as a development professional with the Hazelden Foundation. She currently serves as the Managing Director of Advancement Services. In this role, Johnson serves as a strategic consultant to senior leaders, development officers, alumni relations, corporate privacy office, and development operations, where her expertise is sought on matters relating to fundraising strategies, operations, data coordination and reporting, prospect research, privacy/confidentiality and overall organizational planning for the development and alumni relations division. Johnson manages a team of eight professionals. She holds a BA in Organizational Development from the College of St. Scholastica. She is a board member of APRA International and served as the Chair for the 2008 International Conference in Denver, CO. Johnson is an active member of Toastmasters International and has presented at various conferences including Blackbaud’s Conference on Philanthropy, the Association for Healthcare Philanthropy, APRA-Intl., APRA-MN and LifeSource, an agency that helps facilitate organ donations.
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Judge, Anne
Manager, Development Research, The Heritage Foundation
Anne Judge is a resident of Falls Church, VA, where she works remotely for the Heritage Foundation of Washington, DC. Anne has worked for the foundation since 2006 when she was the only development researcher. Since then, Judge has built a telecommuting Prospect Research team from the ground up. She conducted a thorough wealth screening, which returned scores on 300,000 database records. Using screening results she developed an innovative way to research attendees of foundation events held throughout the country. Before Heritage, Judge worked for the US Chamber of Commerce and in Rome, Italy for two years. She has a degree in Economics from the University of Dallas.
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K – L
Kasdorf, Kathleen
Prospect Research Coordinator, Colorado State University
Kathleen Kasdorf practiced law in rural Michigan for seven years prior to entering the research field. Her small town practice included family law, real estate, trusts and estates, and small business formation and administration. She began her career in prospect research in 2007 with Colorado State University. Kasdorf received her JD from Boston College Law School and her BA in Literary Studies from Simon’s Rock College.
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Kloures Radcliffe, Shelby
Director of Campaign Administration, Bucknell University
Shelby Kloures Radcliffe oversees advancement services and research, and coordinates campaign planning, policy development and reporting. Previously, she was Associate Campaign Director and the Director of Prospect Research and Management. Radcliffe presents frequently at conferences about advancement and research topics, is a former PREP/APRA Board member, a founder of MARC and a past chair of the CASE Research Conference. She served on the APRA International Conference Committee from 2001 to 2005 and now is chair of the APRA-MARC Partnership Task Force. She is a frequent contributor to Connections and a graduate of the Pennsylvania State University.
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Knight, Stephen M.
Manager, Client Service, WealthEngine.com
Steve Knight has worked in advancement research for over eight years. He is currently the Assistant Director of Research, Strategic Initiatives at the University of Florida Foundation directing research efforts for corporate and foundation development projects. He was formerly Assistant Director of Research at the University of South Florida Foundation, and Information Analysis Manager at the American Cancer Society, Florida Division. Steve currently serves on the APRA International Ethics Committee. He was Volunteer Co-Chair for the APRA International Conference in both 2006 and 2007, and served as president of APRA-FL from 2006 to 2008.
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Kucherenko, Sergey
Research Analyst, University of Chicago
Sergey Kucherenko obtained his BA from Kiev State University in International Relations, and proceeded to graduate study at the University of Illinois at Chicago where he completed his MA in Political Science. He also holds MBA in Finance with distinction from DePaul University. He currently works as Research Analyst at the University of Chicago in the Prospect Research, Strategic Planning and Constituency Development Department. Kucherenko specializes in the international financial research and acts as an Eastern-European research liaison/information consultant for the University development offices.
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Kujawa, Matthew
Corporate and Foundation Research Strategist, University of Washington
Matthew Kujawa began his career in prospect research in 2006 as a Research Strategist at the University of Washington. In this position he focuses on corporate and foundation research to find donors to support a broad range of programs, initiatives and centers/institutes at the university. In addition he researchers prospects in East Asia (both individual and corporate/foundation) to support the international development efforts at the university. He received a Master of Arts in International Studies from the University of Washington in 2003, and a bachelor's degree in political science from the University of Minnesota, Morris in 1991.
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Lamb, David
Prospect Research Consultant, Blackbaud Analytics
David Lamb has been a prospect researcher since 1989. He has served as the Director of Prospect Research at the University of Washington and Santa Clara University. He is a Prospect Research Consultant with Blackbaud, a provider of fundraising software, custom data modeling and prospect research services. He holds a bachelor's degree in Sociology from Sterling College (Sterling, Kansas), a master's in Sociology from Wichita State University, and a master's in Divinity from San Francisco Theological Seminary. He is a frequent speaker at professional conferences, including those sponsored by the Council for Advancement and Support of Education (CASE) and the Association of Professional Researchers for Advancement (APRA). In 1997 he received APRA's Service Award for outstanding service to the profession and in 2001 he was awarded the CASE's Steuben Apple award for excellence in teaching.
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Larkin, Sandra
Principal, Larkin Research Consulting
Sandra Larkin, principal of Larkin Research Associates, has twenty years of prospect research experience. For the last fifteen years, she has provided freelance research to a variety of organizations nationwide, including membership-based organizations, independent schools, churches, human service organizations, colleges and universities.
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Lawson, David
Co-Founder, WorkingPhilanthropy.com
David Lawson is the Co-founder of Working Philanthropy.com which focuses on providing eLearning courses for the nonprofit industry. From 2004-2008 he was a Senior Vice-President with Kintera, Inc. In 1997, he founded Prospect Information Network (P!N) to provide prospect identification services and software to the nonprofit community. P!N was acquired by Kintera in 2004. From 1993-1998 Lawson was a senior consultant at CDA/Investnet (now part of Thomson Financial ) where he created that firm's securities and real estate MATCH products. Lawson is a Member of APRA, a CASE Steuben Apple Award recipient and co-founder of the WOW! Institute, a training organization for fundraisers and philanthropists.
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Lester Moreno, Ilana
Director of Research & Analysis, Environmental Defense Fund
Ilana Lester Moreno joined Environmental Defense Fund in July 2006. She began her career as a research associate at Oxford University’s North American Development Office, and went on to found and manage the research shop at Amnesty International USA before becoming a wealth screening and prospect management consultant with Kintera P!N. On the professional development front, she has been involved with APRA conference planning as a member of the 2008 Curriculum Committee and a 2006 track chair. She has also volunteered as a member of the APRA-MARC task force as well as nominating and conference scholarship committees. She is a former President and former Program Director of APRA of Greater New York and former Conference Chair and Program Chair of the Mid-Atlantic Researchers Conference. Lester Moreno is a frequent speaker at APRA international conferences as well as local APRA, AFP and Women in Development chapter events.
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Link, Rachel
Data Research Analyst, Buffalo State College
Rachel Link is Data Research Analyst at Buffalo State College. Her roles at the college include prospect research, data analysis, and data mining. She is currently at work creating a predictive model to assess donor capacity. Link previously worked for the Illinois State General Assembly’s Legislative Research Unit as a legal researcher, specializing in criminal law. She holds an MA in Criminal Justice Administration from Niagara University, and a BA in Criminal Justice from the University of Illinois at Springfield.
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Lowman, Dan
Senior Vice President, Philanthropic Analytics, Grenzebach Glier and Associates
Dan Lowman is Senior Vice President, Philanthropic Analytics, at Grenzebach Glier and Associates (GG+A). Since joining the firm a decade ago, Lowman has worked with hundreds of organizations to enhance their research, prospect management, and economic forecasting capabilities. GG+A is the premier international fundraising consultancy and is the leader in evidence-based guidance and counsel. GG+A is proud to count many of the world’s leading educational, advocacy, healthcare, and cultural organizations as its clients.
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Malcolm, Jamie
Senior Officer, Baylor Health Care System Foundation
Jamie Malcolm lives in Ashburn, VA and has been with Baylor Health Care System Foundation since 2006. As the sole researcher, she is responsible for prospect research, moves management and development reporting. Since joining BHCSF, she developed a prospect pipeline based on best practices, screened 20,000 database records and integrated moves management into the database. She worked at the BHCSF office in Dallas until April 2008, when she began working remotely. Malcolm has a Bachelor of Arts degree in History from the University of Michigan and a Master of Science degree in Library Science from the University of North Texas.
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Martin, Julie
Strong Research Specialist, Vanderbilt University
Julie Martin has worked in the Department of Research and Prospect Development at Vanderbilt University since 1998. She is the Secretary and a founding member of APRA MidSouth. During her time within the Department she has developed and implemented strategies around screening results and project management. She has acted as the administrator for screening tools and has interacted with executive level management around timelines and strategies for disseminating data from screenings. Martin holds a bachelor’s degree from Tennessee State University, Nashville.
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McCarthy, Cindy
Senior Prospect Development Analyst, The Nature Conservancy
Cindy McCarthy began her career with The Nature Conservancy in April 2000 in the midst of TNC's first billion dollar campaign. Currently, she is a Senior Prospect Development Analyst providing major gift fundraising and analytical support for the Florida market. Prior to joining TNC, McCarthy served as an Information Specialist with Markowitz & McNaughton, a management consulting firm in Reston VA. McCarthy is a current member of APRA and a former member of the Special Libraries Association. McCarthy is a graduate of DePauw University.
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McConaghy Thorp, Carol
Services Engagement Manager, Advancement Solutions, Sungard Higher Education
Carol McConaghy Thorp has twenty years experience in higher education technology management, consulting and sales; expertise in the development of technology and operational strategies for advancement offices; extensive experience with assessment of advancement office infrastructure in the context of efficiently supporting a capital campaign; extensive experience in designing and revisiting prospect management and tracking models for centralized and decentralized operations. Currently work for SunGard Higher Education, Advancement Solutions as a consulting manager with primary responsiblities for planning and scoping Advance client consulting engagements; prior to SunGard was consulting manager for Prospect Information Network (PIN) and prior to that worked in advancement services at Brown University, Boston University and Bryant University. McConaghy Thorp is a former APRA board member and Connections editor (1995-1998) she holds a BA and MS, from the University of Rhode Island.
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McHugh, Elizabeth
Independent Research Consultant
Elizabeth McHugh is an research independent consultant. Previously, she was Vice President for Prospect Research at Scottsdale Healthcare Foundation. In her role there, she was responsible for prospect identification, moves management, database integrity, screening, prospect research and cultivation. Before joining Scottsdale Healthcare, McHugh spent 20 years at the Arizona State University Foundation where she built a sustaining prospect management department that assisted in the success of the ASU Campaign for Leadership, which raised more than $550 million. McHugh is a member of APRA, AHP, AFP, AASP and APRA-Arizona. She is a frequent speaker on the topic of prospect management and research at APRA conferences, virtual seminars and chapter meetings as well as local AFP meetings. She was a member of the APRA Board of Directors for six years and a founding member of the APRA-Arizona chapter. McHugh was the recipient of the 2006 APRA Distinguished Service Award.
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Mischler, Paul B.
Senior Executive Director of Development, Penn Medicine
Paul B. Mischler has 21 years experience in the development field participating in four campaigns ranging from $200 million to $3.5 billion. He joined the University of Pennsylvania in 2004 and serves as Senior Executive Director of Development for Penn Medicine—a $3.6 billion enterprise comprised of the University of Pennsylvania School of Medicine and the University of Pennsylvania Health System. In support of Penn Medicine’s current $1 billion campaign, Mischler leads a team of 46 and provides strategic leadership for the institution’s three flagship hospitals, clinical and basic science departments, and interdisciplinary centers and institutes. He has been a featured presenter on medical development, individual and organizational giving, and faculty development. Paul holds professional memberships in AHP, AFP, and CASE and received his BA from Allegheny College.
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Moore, Barbara
Director of Development Research, Dana-Farber Cancer Institute
Barbara Moore is the Director of Development Research for Dana-Farber Cancer Institute, one of the leading cancer research and care centers in the United States. She oversees all prospect research activities in support of Dana-Farber’s current $1 billion capital campaign and leads a staff of seven. Moore joined Dana-Farber in 2001 and has served in her current position since 2004. She has over 12 years experience in fundraising and membership development. Prior to joining Dana-Farber, she led market research efforts for an information technology consulting firm. She served as membership director at a leading IT trade organization. Moore has presented at APRA and NEDRA, and is a member of NEDRA’s Board of Directors. She holds a BA from Wheaton College and an MLS from Simmons College.
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Morgan, Maureen
Director of Development Data, Research & Analysis, Penn Medicine
Maureen Morgan is the Director of Development Data, Research & Analysis at PENN Medicine where she manages a team of six researchers and two report analysts. Prior to joining PENN Medicine, she managed the research and prospect management program for the University of Pennsylvania Law School and served as a senior researcher at The Wharton School. Morgan began her fundraising career more than 10 years ago as a grant writer and researcher for WHYY, a Philadelphia-based public broadcasting station. She is a member of APRA International and has provided research training to a number of consulting firms. Morgan is currently pursuing a graduate degree at the University of Pennsylvania with a focus on higher education and fundraising.
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Mumford, Shaw
Supervisor, Development Research, Cleveland Clinic Foundation
Shaw Mumford joined Cleveland Clinic in November 2005. She became a professional researcher in 1991 upon the completion of her Master’s in Library and Information Science. She has worked for MCI, Ernst & Young, law firms and scientific, political, and energy think tanks as well as run her own information consulting firm. Mumford has been a speaker at local, regional, and national conferences about customer service, business research, and effective search engine usage; she has also taught information literacy at Bryant & Stratton College. Mumford received her BA in Mathematics from Clark University and a Systems MBA from Baldwin Wallace College. She and her family, which includes more cats than humans, live in Cleveland Heights, OH.
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O'Brien, William
Senior Advancement Knowledge Officer, Marquette University
William O’Brien is the Knowledge Officer at Marquette University, where he is able to utilize his university library background. O’Brien has a graduate degree in architectural history.
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O'Shea, Susan
Director of Development Research Services, Purdue University
Susan O'Shea is Director of Development Research Services at Purdue. She has worked as a prospect researcher since 2003 and assumed her current role in 2008. Susan also serves on the Board of Directors for APRA-Indiana.
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Pan, Jie
Senior Research Analyst, University of Chicago
Jie Pan has been a research analyst, Prospect Research, at the University of Chicago since 2006. Specializing in the international research and prospecting, she is the research liaison for the University development offices for the constituencies in Europe and Asia-Pacific. Pan holds a MA in French from the University of Pennsylvania and a MA in International Relations from the University of Chicago.
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Parker, Amanda
Senior Prospect Research Associate, Tufts University
Amanda Parker is a Senior Prospect Research Associate at Tufts University in Medford, MA, where she has worked since 2006. Prior to Tufts, Parker served as the Director of the Annual Fund and Membership at Mount Auburn Cemetery in Cambridge, MA. She is a graduate of Gordon College and Tufts University, where she earned a Master’s degree in American history.
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Poole, Helen
Executive Director for Grateful Patient Engagement, Duke Medicine
Helen Poole, RN, BSN, MPH, is the Executive Director for Grateful Patient Engagement at Duke Medicine. As the Executive Director she has been responsible for developing the grateful patient engagement program, including daily screening and follow-up strategies. Prior to assuming the role as Executive Director for Grateful Patient Engagement, Poole was the Executive Director for External Affairs for the Duke University School of Nursing. As the ED for Duke School of Nursing she was successful in developing and recruiting the first members of a Board of Advisors. She also reorganized the alumni board and coordinated the conclusion of a $20M capital campaign for a new building. Poole has 30 years of healthcare experience with the majority of those years in administration of healthcare organizations, primarily hospice and home care. Poole received her Bachelor of Science in Nursing degree from the UNC School of Nursing and her Master’s in Public Health Administration from the UNC- School of Public Health.
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Pulawski, Christina
Principal, Christina Pulawski Consulting
Christina Pulawski is an independent consultant specializing in development research, prospect management and information flow for fundraising. Previously, she was Director of Development and Donor Services at Loyola University Chicago, overseeing the areas of research, prospect management, data management, systems and stewardship. Before joining Loyola, she was Director of Development Research at Northwestern University from 1994–2003, which earned “top research shop” distinction under her direction. Pulawski hold a bachelor’s degree in political science from Northwestern and a juris doctorate from the University of Illinois. She is admitted to practice law in Illinois and practiced in the fields of real estate and litigation before exploring development in 1991. She was a member of APRA’s Board of Directors for six years, serving as Vice President for Education and Professional Development and Secretary-Treasurer. She chaired APRA's international conferences in 1999, 2001 and 2002, has developed APRA symposia, and received the organization’s Distinguished Service Award in 2005. She has also served as President of APRA-Illinois. She co-chaired CASE's 1999 and 2000 Development Researcher conferences, and has frequently published, presented, and consulted on the field of prospect research and advancement services for APRA, CASE, Indiana University Center on Philanthropy, AFP, and other public and private organizations and nonprofit education and management programs.
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Reinhardt Youmans, Deborah
Director, Advancement Research, Le Moyne College
Deborah Reinhardt Youmans, director for advancement research, has worked in academics and fundraising for over 20 years. A current APRA Board Member, serving on the Education and Professional Development Committee, she is former president of the APRA-Upstate New York Chapter and board member for the New England Development Research Association. Serving in numerous capacities in the research community, she is a member of the National Association for Fund Raising Professionals, CNY Association for Fund Raising Professionals, National Committee on Planned Giving, and the Planned Giving Council of UNY. Reinhardt Youmans has presented at numerous local, regional and national conferences for APRA, AFP, JAA, NEDRA and CASE, for which she received the Faculty Star. In addition to consulting human service non-profit agencies, she teaches the freshman elective, “Philanthropic Perspectives and Generational Differences” at Le Moyne College.
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Robertson, David
Director of Operations Research, Syracuse University
David Robertson is Director of Operation Research at Syracuse University. He has been at SU for six years. His area of expertise is in data mining with a strong interest in forecasting and predictive modeling. He has presented at APRA conferences throughout the US and Canada. Robertson has a BS and MBA from Le Moyne College in Syracuse, NY where he teaches as an adjunct professor. Currently a doctorial student in the Social Science PhD Program within the Maxwell School at Syracuse University. His research interest is philanthropy; specially looking the philanthropic activities of disenfranchised or marginalized members of society.
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Robbins, Kevin
Research Analyst, University of Chicago
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Scott, Alanna
Director, Development Initiatives, Women’s College Hospital Foundation
Alanna Scott, MM, CFRE, has over 12 years of leadership experience in non-profit management and fund development. In her role as Director, Development Initiatives, Scott provides day-to-day oversight of all aspects of the major gift and planned gift programs and advances the role of research in strategic direction at Women’s College Hospital Foundation. Scott also serves as the Director of Communications for the APRA Canada chapter. Scott has a solid background and proven results in fund development and marketing campaigns. In a volunteer capacity, Scott has served on the Board of Directors of Parkdale Community Legal Services and currently serves on the fundraising committee of the Children’s Own Museum. She is a member of APRA, has a Master of Management degree in Voluntary Sector Leadership from McGill University and achieved the Certified Fund Raising Executive (CFRE) professional designation in 2003.
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Scott, Rob
Executive Director of Development Services, Massachusetts Institute of Technology
A former front-line fundraiser, Rob Scott found his calling in advancement services 18 years ago. For the last five years, Scott has worked at MIT, where he has led and managed systems and processes comprising the information infrastructure for resource development and institutional fundraising efforts. As a member of the senior development staff, he helps develop, communicate and evaluate institutional fundraising goals and priorities. Previously, he served as director of programming and systems, where he was responsible for fundraising database systems. Scott is a SunGard HE Product Advisory Group at-large member, serves on APRA’s Curriculum Committee and in 2006 was co-chair of the APRA international conference Prospect Identification track. He has been a facilitator, a panelist and a presenter at research conferences, user groups and meetings across the country. Scott also founded and moderates prospect-dmm, an electronic discussion list on prospect data mining and modeling. He holds a bachelor’s degree from Cornell University.
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Smith, Troy
Associate Director, Prospect Research, Wake Forest University
Troy Smith is currently the associate director of prospect research at Wake Forest University. His previous experiences at institutions large (Arizona State University Foundation) and small (McDaniel College, in Maryland) included ambitious prospect identification efforts and multiple database screenings. At the ASU Foundation he helped lead a prospect identification and assignment process that tripled the number of prospects under assignment. Previously, as the assistant director for prospect research at McDaniel College, in Westminster, MD, he established the college's first professional prospect research program. He earned his master's degree from McDaniel College and his bachelor's degree from Catawba College (NC).
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Seymour, Michael
Senior Director of Development Operations, Keck School of Medicine
Michael Seymour is Senior Director of Development Operations at the Keck School of Medicine of the University of Southern California. He supervises development research, gift processing and acknowledgment, direct mail, e-philanthropy and on-line giving, donor relations and stewardship activities for the Keck School of Medicine and the USC/Norris Comprehensive Cancer Center’s $2.0 billion fundraising initiative. He has been in the development research field for 17 years. He is a founding member of the California Advancement Researchers Association (CARA) and served on the board of directors and was president from 1999 to 2000. He also served as a director for APRA, is a member of CASE and a former member of: AHP, SCIP and AFP.
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Skarie, Kristin
President, Teamworks
Kristin Skarie is an international speaker, educator and entrepreneur with twenty-two years of extensive leader and team development work with college, corporate, and community organizations. In addition to founding her consulting company Teamworks in 1997, Skarie's background includes higher education administration, healthcare and retail. She and her team facilitate innovative and engaging programs with departmental teams, managers and whole organizations. Skarie is a contributing author to Lessons from the Road: Inspirational Insights from Leading Speakers in Education. She received her Bachelor of Science from the University of Wisconsin and her Master of Science in Education from Indiana University.
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Slanetz, Phoebe
Director of Donor Services, New England Aquarium
Phoebe Slanetz is the Director of Donor Services at the New England Aquarium in Boston, overseeing research, stewardship and operations in the Development Office. She joined the Aquarium in February 2005 as the Director of Prospect Development. She was previously the Director of Development Research at the Boston Symphony Orchestra, responsible for the management and planning of the development research program from January 1999 to February 2005. She was part of the BSO 2OOO Campaign, which raised over $150 million for the Boston Symphony Orchestra, the Boston Pops Orchestra and Tanglewood, the summer home to the Boston Symphony Orchestra. Prior to joining the administration of the Boston Symphony Orchestra, Slanetz worked as a development researcher at the Harvard Graduate School of Education during the $2.6 billion University Campaign. She is a past member of the APRA Board of Directors and is a current member of Women in Development of Greater Boston’s Board of Directors. Slanetz has been a speaker at APRA, NEDRA and AFP conferences.
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Sterling, David
Director of Advancement Operations, Western New England College
David M. Sterling is the Director of Advancement Operations at Western New England College. He served as Director of Research at the University of South Florida from 1996 to 2003. Previously, he held management positions in the development offices of The George Washington University and Dartmouth College. Sterling has presented at APRA, APRA-Florida and NEDRA meetings. He has edited and written for APRA Connections. A member of the Board of Director’s of NEDRA, Sterling serves as the organization’s Treasurer. He was a founder member of APRA-Florida and served as the chapter’s second President. He graduated from the University of Maine and the University of Rochester.
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Thorsen, Jon
Director of Advancement Services, The Nature Conservancy
Jon Thorsen has given presentations on many facets of the development profession at local and national conferences of APRA, ADRP, AFP, CASE and other organizations; his articles on the advancement services profession have appeared in numerous publications. After starting his career as a librarian and instructor, Thorsen joined the development profession in 1987 and has worked for such organizations as Princeton University and the American Red Cross. A former President of APRA, he received the APRA Service Award in 1999.
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Walsh, Emily
Senior Analyst, Leadership Gifts Prospect Management, University of Chicago
Emily Walsh first joined the Prospect Management Team at the University of Chicago in March of 2007 as the Prospect Management Data Analyst. In her current role as Senior Analyst for Leadership Gifts Prospect Management, she works in direct partnership with the Senior Director of Leadership Gifts monitoring and reporting on fundraising progress, pool quality, and overall growth of the Leadership Gifts prospect pool (prospects rated $1M-$5M). Prior to entering the development field, she received her Masters Degree in the Social Sciences from the University of Chicago and spent over two years working as an academic researcher, data analyst, and project manager at the Cultural Policy Center at the Irving B. Harris School of Public Policy Studies, University of Chicago.
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Wenke, Brian
Manager, Campaigns, American Cancer Society, California Division
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Wyman, Hillevi
Principal, Wyman Consulting
Hillevi Wyman, MLS, is the principal of Wyman Consulting. She has been working in development research and information management since 1993, working with a variety of organizations serving a broad range of constituencies.
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Zumaya, Armando
Vice President of Development, The Children's Defense Fund
Armando Zumaya serves as CDF's Vice President of Development where he oversees CDF's fundraising efforts and manages the Development team. Zumaya has been in fundraising for 22 years in a variety of roles that have given him a unique perspective on development offices, prospecting and role of research. He was most recently the Chief Income Development Officer for the American Cancer Society, California Division. Zumaya received his BA from the University of California, Riverside.
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