Client List

Esalen Institute, Big Sur, CA
2013-present
Currently providing capital campaign consulting after having conducted a Capital Campaign Planning and Feasibility Study in 2011.

Santa Cruz Children’s Museum of Discovery
2013
Conducted a Feasibility and Planning Study for their Capital Campaign.

Coastal Kids Home Care, Salinas, CA
2012-present
Currently in the second year of a three-year Board Development, fundraising strategic planning capacity building project funded by the Community Foundation for Monterey County.

Ventana Wildlife Society, Salinas, CA
2008-2013
Led their third capacity-building project focused on Strategic Planning funded by the David & Lucile Packard Foundation.

El Pájaro Community Development Corporation, Watsonville, CA
2012-2103
Led a fundraising capacity building project for the board of directors.

Teen Center, Santa Cruz, CA
2011-2012
Led a capacity building project funded by the David & Lucile Packard Foundation.

Esalen Institute, Big Sur, CA
2010-2011
Conducted a Fundraising Feasibility Study for a potential capital campaign.

Big Brothers Big Sisters of Santa Cruz County
2010-2011
Led a capacity-building project focused on Strategic Board Development and expansion funded by the David & Lucile Packard Foundation.

Santa Cruz Community Counseling Center
2009-2010
Led a strategic board fund-raising development project.

Tannery Arts Center, Santa Cruz, CA
2005, 2009-2010
Served as Capital Campaign Counsel for $8.75 million Performing Arts Center.

Artspace Projects, Inc., Minneapolis, MN
2006-2008
Capital Campaign Counsel for the Performing Arts Center at the Tannery.

Volunteer Center of Santa Cruz County and Live Oak Family Resource Center
2007-2010

  • Capital Campaign Counsel for $1,000,000 successful campaign for a new facility that will house both organizations.  The campaign exceeded its goal in May 2010.
    • Conducted a feasibility/planning study for  $750,000 joint capital campaign.

Mental Health Client Action Network, Santa Cruz, CA
2007-2008

  • After raising over $482,000 for their Capital Campaign, we are leading capacity building project, “Building Healthy Organizations” funded by the Community Foundation of Santa Cruz County.
    • Served as Capital Campaign Counsel for their $400,000 capital campaign.
      2005-2006

University of California Santa Cruz, Santa Cruz, CA
007-2008

  • Conducted a $10 million Capital Campaign Planning Study for the Physical & Biological Sciences construction of $87 million building.
    • Led activities to strengthen fund-raising effectiveness and readiness of the               2005-2006

Shakespeare Santa Cruz Board of Directors.  Conducted Board and Staff retreat.

  • Conducted development assessment and created fund-raising plan for the                          2002

Institute for Humanities Research.

Hospice of Santa Cruz County                                                                                                                       
2008-2009
Led a major and planned gift initiative focused on an endowment campaign.

Maui Nui Botanical Gardens, Maui, HI                                                                          
2008-2009
Leading a capacity building project funded by the Hawaii Community Foundation.

Ka Lima O Maui, Maui, HI
2008-2009
Led a capacity building project funded by the Hawaii Community Foundation.

Cultural Council of Santa Cruz County, Santa Cruz, CA
2007

  • Presentation to the Board of Directors about ways to restructure Board fundraising activities, learn about the Team approach to Board fundraising, and have better understanding of their fundraising role.

2002

  • Reviewed annual giving activities of Cultural Council and created strategiesto enhance annual campaign through personal solicitation and direct mail.

Ohana Makamae, Inc., Hana, HI
2007
Led an annual fund capacity building project funded by the Hawaii Community Foundation.

Pajaro Valley Shelter Services, Watsonville, CA
2007
Led a capacity building project called “Building Healthy Organizations” funded by the Community Foundation of Santa Cruz County.

Santa Cruz Redevelopment Agency, Santa Cruz, CA
2003-2004
Conducted feasibility/planning study for Tannery Arts Center $5 million campaign.

YWCA Kauai, Lihue, Hawaii
2006
Led a Strategic Board Development & expansion project that doubled the size of their board in six months that was funded by the Hawaii Community Foundation.

Tierra Pacifica Charter School, Santa Cruz, CA
2006-2007
Served as Capital Campaign Counsel for their $1,000,000 capital campaign.

Silicon Valley Toxics Coalition, San Jose, CA
2005-2007
Led a capacity building project funded by the Skoll Foundation that is focused on supporting their individual giving and developing a Major Donor program.

Save Our Shores, Santa Cruz, CA
2004
Fund-raising capacity building project that increased the Annual Fund, began major gift solicitation program, and designed and conducted telephone outreach program.

Community Foundation of Santa Cruz County –
2003-2005

For Healthy Kids Project, Santa Cruz, CA
Major gift campaign for a multi-agency children’s health initiative that included United Way of Santa Cruz County, Pajaro Valley Health Trust, and Community Foundation of Santa Cruz County.  Raised $320,000 in private funds during first year of campaign.  Project funded by the David and Lucile Packard Foundation.

Museum of Art & History, Santa Cruz, CA2003
Capacity building project to enhance membership program, major gift initiatives, and board effectiveness in fundraising in preparation for a capital campaign.

Dientes Community Dental Care, Santa Cruz, CA
2003
Provided strategies to cultivate and solicit individual, business, and foundation prospects for $1 million capital campaign.

Mountain Community Resources, Ben Lomond, CA
2002-2003
Capacity building project that increased the Annual Fund, strengthened telephone outreach program, and began implementation of major gift program – funded by the Community Foundation of Santa Cruz County.

First Night Monterey and First Night Santa Cruz
2002-2003
Joint fundraising capacity building project to increase income from the Annual Fund and telephone outreach.  Project funded by the Packard Foundation.

Bay Shore Lyric Opera Company, Capitola, CA
2002
Created multiple segmented direct mail appeals, created enhanced donor recognition program, designed corporate outreach program, and strategies for foundation outreach.

Ensemble Monterey, Monterey, CA
2001
Fund-raising capacity building project based on results of a Development Audit.

Consulting for Essex & Drake Fund Raising Counsel, San Jose, CA  2000-2004

Clients

  • KTEH Public Television, San Jose, served as Capital Campaign Consultant for a $17.7 million capital campaign.
  • Pacific Art League, Palo Alto, served as Capital Campaign Consultant for a $4.5 million capital campaign to retrofit and renovate their building in Palo Alto.
  • Charles Armstrong School, Belmont (K-8 independent school) Provided interim management of entire development operation and reorganized development support services including assisting with the implementation of Raiser’s Edge database.
  • Coastside Family Medical Center (Half Moon Bay) Conducted feasibility/planning study or a $5 million capital campaign.