CONSULTANT DIRECTORY 2013

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1 CONSULTANT DIRECTORY 2013 The AFP Consultant Directory is an annual paid listing of AFP members whose services are available on a consulting basis. This alphabetical listing implies no recommendation for any individual or company for which that individual is employed. For information and to purchase a listing, please contact the AFP Calgary & Area Chapter office at or afp@telus.net AFP Calgary & Area Chapter Ph Suite 300, 160 Quarry Park Blvd SE Fax Calgary, AB T2C 3G3 afp@telus.net

2 AFP CALGARY & AREA CHAPTER CONSULTANT DIRECTORY 2013 INDEX alphabetically by Company Name Page: 3 Crescendo Fundraising Inc Vincent Duckworth 4 Global Philanthropic Guy Mallabone MA, CFRE 5 Nine Lions Development Consulting Scott Decksheimer 6 Partnership Group Sponsorship Specialist Brent Barootes 7 Pat Christie Consulting Pat Christie, B. Ed., CFRE 8 Rave Results Mitchell Ravvin 9 The Development Group Andrea McManus - 2 -

3 Phone: Website: crescendofundraising.ca Street NW Calgary, Alberta CANADA T2N 1R2 Crescendo Fundraising Inc. is a Canadian fundraising consultancy offering fundraising, capital project and philanthropic naming expertise to clients across Canada, the United States and Europe. We offer strategic counsel and campaign management expertise to clients in the non-profit sector. Crescendo Fundraising is currently engaged with who are in the process of or about to mount capital campaigns ranging from $1 million to $150 million. In addition to offering a broad spectrum of expertise across all of the major fundraising areas, Crescendo Fundraising Inc. specializes in capital project strategies from early concept to full capital campaign management and counsel. Vincent Duckworth, Crescendo Fundraising s president and prime consultant has been a professional fundraiser for 18 years. He worked as a fundraising director with the University of Alberta, the Northern Alberta Institute of Technology and the University of Calgary. Vincent has his professional fundraising credential, CFRE, and a degree in Mechanical Engineering from the University of Alberta. Vincent is also a certified AFP Master Trainer. A passionate advocate for his community and his profession, Vincent has served as a board member and an executive on many non-profit boards. He currently serves on two arts boards in Calgary. Vincent is a sought after speaker at national and international conferences. Services Offered Core Services Expert Services Feasibility and campaign planning studies Philanthropic naming plans Strategic fundraising reviews Visual inventories for philanthropic naming Case statement development Sponsorship strategy and development Fundraising communications Fundraising planning for capital projects Prospect and fundraising research Campaign management and counsel Fund development plans Donor database analysis Business plan development Charitable registration Clients Served (2012) Airdrie Food Bank ATCO Gas, Edmonton Atlas Coal Mine National Historic Site, Drumheller Big Brothers Big Sisters of Calgary and Area Calgary Comic & Entertainment Expo Canadian Badlands Passion Play, Drumheller Friends of St. Albert FCSS KROK University, Ukraine National Music Centre, Calgary Safety in Schools, Calgary SAIT Polytechnic, Calgary STARS Air Ambulance, Calgary United Way of the Alberta Capital Region, Edmonton Whyte Museum, Banff YMCA of Greater Toronto

4 Philanthropy is a powerful and transformative force for good, and since 2002 Global Philanthropic has been working with teams in Canada and around the world helping them harness this force to fulfill their visions and dreams. That s a powerful responsibility, and we are proud of the role we play as Canada s fastest growing professional consultancy. Headquartered in Alberta, but uniquely experienced with international best-practice and ideas, we specialize in providing a range of services to the fundraising and philanthropic sectors. Global Philanthropic is a group of strategic management professionals providing a diverse range of specialist services to the philanthropic sector. Through our advisory services, we help non-profit organizations obtain the resources they need to meet their most ambitious development goals. The services we provide include: Audit & Assessment Annual Campaigns Board Development/Governance Capacity Building Capital Campaigns Case Development Cause Marketing & Branding Communications Coaching & Mentoring Corporate Sponsorship Database Analytics Development Planning Direct Response Donor Centred Fundraising Donor Engagement & Planning Donor Recognition & Stewardship Educational Training & Seminars Executive Search (via SEARCHSMART) Face-to-Face Fundraising Grassroots Fundraising Implementation Strategies Integrated Campaigns Major Gifts Market Research Organizational Development Out-of-Country Representation Philanthropic Naming & Valuation Planned Giving & Legacies Prospect Research Strategic Planning For more information contact: Guy Mallabone, MA, CFRE, President and CEO West Tower, Bankers Hall, 1000, St. SW Calgary, Alberta T2P 5C5 PH: FX: canada@globalphilanthropic.com

5 To do list: 1. Take a close look at the development function. 2. Find mentor for my successor. 3. Meet with fundraising consultant to discuss expansion plan. 4. Organize team building session. N.B. 5. CALL NINE LIONS! FUND DEVELOPMENT CONSULTING SERVICES Campaign development and support for organizations seeking proven expertise to complete a campaign effectively and efficiently. Fund development planning and assessment for charities who want a unique approach to a review of their fund development operations in order to set a clear direction for growth, sustainability and success. Organizational or individual fund development mentoring for new staff, established development personnel and other organizational leaders who want to benefit from and be supported by certified fundraising professionals. Call Scott or Jolayne to learn more about our team who are ready to serve you. Scott Decksheimer CFRE Jolayne Davidson Gardner MA CFRE Founder & Principal Consultant Managing Director scott.decksheimer@ninelions.ca jolayne@ninelions.ca For the latest news, research and opinion on matters impacting your fund development operations, follow us on Facebook.

6 Partnership Group Sponsorship Specialists Brent Barootes, Box Glenmore Landing RPO SW, Calgary, AB, T2V 4M6, or toll free at , Partnership Group Sponsorship Specialists has been providing charities, non profits, all levels of government, member associations and sport organizations support in the sponsorship for over a decade to assist them to better understand what they have to sell, what it is worth and how to be successful in the sponsorship arena. The services include inventory asset identification and valuation, sponsor package development and mentoring / coaching of staff and volunteers on the delivery of a profitable and well managed sponsorship program. The Partnership Group Sponsorship Specialists also delivers public, group and one on one training on inventory development, valuation, prospecting, discovery sessions, proposal development, negotiation, selling, activation and fulfilment.

7 PAT CHRISTIE CONSULTING Assisting organizations to lay the foundations for future sustainability Pat Christie, B. Ed., CFRE Principal Consultant Telephone: Are you looking for personalized support in building your fund development program? Pat Christie is a highly skilled consultant who brings her unique style to consulting and mentoring as a result of her background as an educator and facilitator. She has strong fund development expertise gained through working with organizations in the social services, arts, environment, health and recreation sectors in the past fourteen years. Pat s knowledge as a CFRE (Certified Fund Raising Executive) enables her to quickly assess your needs and work with your team to ensure success in meeting your fund development goals. She specializes in working with small shops to lay the foundations for a successful fund development program, coaching them to move forward independently to meet their goals and build their long term sustainability. Pat believes passionately that for fundraising to be successful it is vital to build a strong fundraising team consisting of staff, Board of Directors and volunteers, and she enjoys facilitating that change in the organizations she works with. Pat specializes in: Case for Support Strategic Fund Development Plan Developing annual funds Grantseeking Fundraising audits Mentoring staff and Board of Directors Developing corporate sponsorship Personalized fund development workshops Prospect research Raising significant funds! Do I recommend Pat? In short "yes". Her gentle nature yet diligent focus on what is a great pathway to take are very helpful. Her experience will also work with you to learn that pathway and the sound reasoning behind her decisions. Pat will focus on your intended goals but at the same time help you and your team learn about the processes and decisions so that you will be able to accomplish goals near term and into the future with less stress. Pat? Yes! President and CEO of the Calgary Food Bank

8 Mitchell Ravvin, BComm, PFPC - Professional Fundraiser & Founder RAVE RESULTS mitch@raveresults.ca (403) Through Rave Results, you will be able to facilitate rewarding partnerships between individuals, businesses and nonprofits, specifically through: Donor Development; Major Gift Fundraising; Sponsorship; Planned Giving; Annual Campaigns; Capital Campaigns. As Calgary and area's professional fundraising business, Rave Results specializes in assisting mid-size nonprofit organizations with: Research & identification: facilitate potential donors, sponsors, and/or supporters receptive to your organization s mission and vision; Relationship cultivation: with existing donors, sponsors, and/or supporters in an attempt to have them re-engage or engage on a deeper level with your organization; Proposals: research, prepare and submit proposals and applications to attract and retain funders; Project management: includes regular progress reporting; Maximize donor database potential: through GiftWorks, Raiser's Edge, DonorPerfect, and PowerOffice, etc; Client Campaigns: develop and implement campaigns, monitor and evaluate objectives and outcomes; and Marketing Materials: oversee the development and implementation of websites, invitations, newsletters and other communication materials. About Mitch: After working for various nonprofit organizations, Mitchell (Mitch) Ravvin, BComm, PFPC, started Rave Results in 2010 with one mission: to facilitate rewarding partnerships between individuals, businesses, and nonprofits. A proud member of the Association of Fundraising Professionals (AFP) Calgary and Area Chapter since 2003, Mitch has proven industry ability, knowledge, and passion for helping nonprofit organizations reach their goals. With over 30 years of "hands-on" sales and investments experiences, including over a decade in the nonprofit industry, Mitch is able to separate himself and Rave Results from other professional fundraising businesses. Acting on your nonprofit's behalf with honesty, integrity, and passion, Mitch pursues your goals with creativity and energy to benefit your organization, and ultimately, the individuals you serve. Volunteering for various nonprofit organizations since his early teens, Mitch has enjoyed helping nonprofits the majority of his life. Some of his most memorable volunteer experiences have been with: the Haskayne School of Business University of Calgary Mentorship Program, Southern Alberta Brain Injury Society (SABIS), Canadian Association of Disabled Skiing (CADS), Association of Fundraising Professional (AFP), Calgary Association of Self Help (CASH), Brain Injury Rehabilitation Centre (BIRC), the Boys & Girls Club of Calgary, and the Bloorview Children's Hospital in Toronto. Mitch has also served on the Board of Directors for BIRC and CASH.

9 Andrea McManus, CFRE President mcmanusa@thedevelopmentgroup.ca Website: Over the past 17 years The Development Group has helped a diverse cross section of clients in Calgary, Alberta and across the country build their fundraising capacity, nurture an internal philanthropic culture and, with an eye to the bottom line, increase and expand their philanthropic support. Human resource challenges, changing donor motivations, shifting public expectations for accountability: the environment within which charities and non-profit organizations work is evolving rapidly. Fundraising is an integral part of fulfilling the mission of almost every non-profit organization. It requires the same degree of thoughtful planning, professional management and investment of resources as other priorities. Our team of Associates and our extensive experience combines with the skills and resources of your board, staff and volunteers to meet your immediate needs and to build your long term fundraising capacity. TDG will help you to strengthen your organization as a whole by creating and sustaining an organization-wide philanthropic culture as well as integrating more innovative and entrepreneurial fundraising initiatives into your current programs. The Development Group delivers a unique package of services, tailored to meet your specific needs. Encompassing traditional and entrepreneurial fund development approaches, The Development Group focuses on three key strategic areas: Strategic Development Planning & Assessment Strategic Plans Capacity and Feasibility Studies Organizational Assessments & Program Evaluation Fund Development Services Annual Development Plans Campaign Plans Case Development Sponsorship Program Development & Structuring Social media integration & ephilanthropy Programs Leadership Development Governance Models and Development Coaching Executive Recruitment Counsel and Search Customized Seminars, Workshops and Training sessions

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