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Introduction
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on consultants serving nonprofits in New York and New Jersey,
please visit Nonprofit Central NY/NJ at www.NPOcentral.net.
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Lloyd
J. Oxford, CFRE
Plainfield, New Jersey 07060-2621
Tel./fax: 908-561-6298
email: Lloyd@oxfordandassociates.com
website: www.oxfordandassociates.com
Years of experience working with non-profits: 20+, 10 year Certification
as a Fundraising Executive (CFRE), Member of the Foundation Center's
Charter Consultants Network
Services Provided: Annual Fund Planning/Management; Foundation
and Corporate Initiatives; Special Events Counseling; Technological
Assessment; Fundraising Management; Short and Long Term Strategic Planning;
Transition Management
Areas of Expertise: Organizational infrastructure Evolution and
Economic Development
Recent Clients: Small to Large Metro NY-NJ based NPO's
Jane
Penn
Jane Penn Consulting
New York, NY 10025
Tel: 917-880-2141 Fax: 212-531-4818
jponweb@juno.com
Years of Experience: 13 years serving the not for profit sector
Services Provided: proposal writing, editorial production and
oversight, organizational branding, prospect research, grant management
and reporting, strategic planning, program development, institutional
and government relations, individual solicitation and annual appeals.
Areas of Expertise: small & mid-sized organizations with staffs
under five; community-based organizations; dance; music; immigrant affairs;
publishing; economic education; and youth services.
Recent Clients: National Council for Economic Education; The
African Diaspora Film Festival, Hale House Center, Inc., Ifetayo Cultural
Arts Center, The Monthly Review, New Jersey Center for Mime, The New
York Piano Competition.
Tonia Papke
MDI Consulting
PO Box 314, South Orange, NJ 07079
Phone &fax: 973-761-6929
Email: info@mdiconsult.com
www.mdiconsult.com
Number of years experience serving non-profits: 25 years
Services provided: On-call CFO services: part-time permanent
or interim full-time; Design and installation of fund accounting packages;
Design of financial procedures manuals; Review and negotiation of vendor
contracts: technology, insurance, investment bankers; Design and instillation
of telephone systems; Review and analysis of telephone bills (long distance,
local, and DSL/T-1)
Areas of expertise: Nonprofit accounting;
Long term financial planning; Telecommunications; Financial analysis
and project management of the technology function; International operations
Recent clients (last two years) : Union Theological Seminary;
Rainforest Alliance; Support Center for Nonprofit Management; Organization
Development Network; Metro New York Library Council; Open Society Institute;
Youth Education in Arts; I Have a Dream Foundation; Bronx River Alliance;
National Guild of Community Schools of the Arts
Regina Podhorin
President
The Leadership Group
83 Beechwood Ave. Trenton, NJ 08618-3451
Tel 609-392-4872 Fax 609-393-4651
E-mail: tlgrpodhorin@comcast.net
Website: www.leadershipgroup.info
Years in business: 8 years consulting, 23 years working in the nonprofit
field, 11 years as nonprofit Executive Director.
Services Provided: Board governance training, strategic planning,
program/outcome evaluation, staff team building, program development,
data management, budgeting and executive leadership coaching.
Recent Clients: Small to large nonprofits, mostly in NJ but also
targeted National clients. Strong experience working with government
funders and programs. Diverse client base including behavioral healthcare,
domestic violence, social services, disabilities, volunteer and arts
organizations.
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Hilda H. Polanco,
CPA
Fiscal Management Associates, LLC
440 Park Avenue South, 5th Floor
New York, NY 10016-8012
Tel: 212 931-9240 Fax:212 931-9241
Email: hpolanco@ere-cpa.com
www.fmaonline.net
Years of experience working in the non-profit community: 11
Services Provided: Budget Planning, Cash Flow Planning and Management,
Ongoing Outsourced Accounting, Fiscal Management, Grant Administration,
Training and Installation of Accounting Systems.
Areas of Expertise: Organizational Consulting, Technical Assistance,
Fiscal Policies and Procedures, Fiscal Management Services, Training
Recent clients: 1)The Robin Hood Foundation 2) Fiscal Infrastructure
Technical Assistance (FITA) 3) The After-School Corporation (TASC) 4)
Institute for Not For Profit Management at Columbia University 5) Lincoln
Center Constituent Development Project 6) Goddard Riverside Community
Center 7) Organizational Development Network 8) Doctors Without Borders
9) New York AIDS Coalition 10) Business Committee for the Arts
Eleanor Popolizio
Certified Public Accountant
316 Eisenhower Parkway
Livingston, NJ 07039
Tel: 973-535-6119
Email: EleanorPopolizio@msn.com
Years working in the nonprofit community: 28
Services Provided: Accounting systems and software consulting,
training and implementation; accounting and bookkeeping services; tax
preparation and planning, internal control consulting; agency and grant
budget development and compliance; audit preparation; staff training.
Areas of Expertise: Social service agencies, schools, Abbott and
other preschools. Fund EZ, MIP, Quickbooks software.
Poonam Prasad
Principal
Prasad Communications & Research
20 Sutton Place South New York, NY 10022
Tel. 212-755-1309 Fax 212-752-6672
E-mail: Prasadc@aol.com
Founded 1989
Services Provided: Advancement Research, Research Audits &
Training, Donor & Special Event Strategies, Board Development and
Publications
More than 70 New York City, national and international clients from
every type of nonprofit organization served in the last decade.
Recent clients: American Red Cross in Greater New York, Collegiate
School, Common Cause, Cooper Union for the Advancement of Science &
Art, Harvard Medical School, International Rescue Committee, NY-Presbyterian
Hospital & Weill Medical College of Cornell University, Williamstown
Theatre Festival.
Maria Puglisi
Strategic Communications Consultant
New York City
phone: (718) 643-7324 fax: (718) 643-1197
E-mail: mpuglisi@bway.net
10 years experience working in the non-profit community.
Services provided: Strategic marketing, public relations, fundraising,
grant proposal development, event planning, workshop facilitation, content
production/editing, and project management.
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Laura
S. Quinn
Alder Consulting
Brooklyn, NY
Tel: 718-208-8172 Fax: 718-768-3641
E-mail: laura@alderconsulting.com
www.alderconsulting.com
Years experience serving non-profits: 3
Services Provided: Help non-profits create mission focused technology
plans, internet solutions, and databases. Specialize in translating
high level concepts for technology projects into achievable plans, grant
proposals, and designs.
Recent Clients: Prospect Park Audubon Center (technology plan),
Reach The World (project definition and grant proposal), DreamYard (website:
www.dreamyard.com), New York
Coalition Against Hunger (database), Turning Point of Lehigh Valley
(website: www.tplv.org), American
Booksellers' Association (website: www.booksense.com),
The Angelman Project (project definition and grant proposals).
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Richard
Rivera
President
RR Consulting & Associates
417 Grand Street, Suite: D1504 New York, NY 10002
Tel. 212-477-7745 Fax 212-477-7746
E-mail rrcnsltng@aol.com
Years of Experience: 10
Services Provided: Organizational Assessments, Strategic Planning,
Board Development, Fund Development, Strategic Alliances, Leadership
Managerial Training
Recent Clients: Drucker Foundation, Fund for the City of New
York, Hispanic Federation, Bushwick Managed Care Strategic Alliance
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Art Robinson
President
The Canon Group
Box 3383 Princeton NJ 08543
Tel: 609-936-0761
Tel: 716-861-9404 Fax: 609.936.0575
E-mail: Robinson@CanonGroup.com
Website: www.canongroup.com
Years of Experience: 30
Services Provided: maximizing organizational and resource development,
leadership coaching for future leaders, key executives, corporate teams;
effective endowment development programs. Serves mature high potential
organizations as well as start-up community development corporations.
Areas of Expertise: all aspects of planning, management, fundraising,
finance, law, marketing, branding, communications and research.
Clients: national, regional and local organizations in education,
healthcare, human services, housing and community development.
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George C. Ruotolo,
Jr., CFRE
Ruotolo Associates Inc.
29 Broadway, Suite 210
Cresskill, NJ 07626
tel: 201-568-3898 fax: 201-568-8783
info@ruotoloassoc.com
www.ruotoloassoc.com
Number of years experience serving non-profits: 24
Services provided: Feasibility/Planning Study, Strategic Planning,
Institutional Marketing, Capital Campaigns, Annual Campaigns, Planned
Giving, Public Relations
Recent clients: American Red Cross-Elmira, NY, Bayonne Medical
Center Foundation-Bayonne, NJ, Brooklyn Friends School-Brooklyn, NY,
Diocese of Camden-Camden, NJ, Nazareth Regional High School-Brooklyn,
NY, New Jersey Center for Visual Arts-Summit, NJ, Newark Public Library-Newark,
NJ, Prevention First-Oakland, NJ,Trenton YMCA-Trenton, NJ
Nancy E. Schwartz
President
Nancy Schwartz & Company
Results-driven Marketing and Communications
15 Owen Drive
Maplewood, NJ 07040
Phone 973-762-0079
E-mail nancy@nancyschwartz.com
Website www.nancyschwartz.com
Years of experience working in the nonprofit and philanthropic community:
10
Services provided: nonprofit and philanthropic marketing and
communications, organizational identity initiatives, public relations
programs and Web strategy.
Recent Clients: Nonprofit Organizations: International Planned
Parenthood Federation/Western Hemisphere Region, Libraries for the Future,
National Urban League, The New York Botanical Garden Foundations: The
Ford Foundation, W.K. Kellogg Foundation, Robert Wood Johnson Foundation,
Russell Sage Foundation
Maria Semple
Principal
The Prospect Finder
Bridgewater, NJ 08807
Tel. 908-707-8432; Fax 908-722-2170
E-mail: Maria@theprospectfinder.com
Website www.theprospectfinder.com
Years of Experience working with the nonprofit community: 12
Services Provided: Prospect research services to nonprofits worldwide.
Donor profiles prepared, foundation/corporate research, research audits,
and personalized training. Available as a speaker for your organization.
Member of the Association of Professional Researchers for Advancement.
Recent clients: Diversified client base including Newark Emergency
Services for Families, Morristown Memorial Health Foundation, Pratt
Institute.
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Alan Siege, CFRE,
MBA
Small Business Management Consulting
Brooklyn, NY 11215
Tel./Fax: 718-768-1672
Email: alan.siege@verizon.net
Number of years experience serving non-profits: 18
Services Provided: Strategic planning and market positioning.
Areas of Experience: Annual Giving Campaigns; Organizational
Development/Strategic Planning; Grant Writing/Project & Fund Development;
Individual Major Donor Campaign (Soliciting funds directly from individuals);
Board Training; Special Events (Dinners/Galas/House Parties)
Recent Clients: Aquinas Housing Corporation; Tanenbaum Center
for Inter-religious Understanding; The Center for Cultural Judaism;
Music Performance Fund; Grand Street Settlement House; The American
Cancer Society; El Museo del Barrio; and The Metro YMCA of the Oranges
(NJ).
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Barry Silverberg
DONORWALL
PO Box 1005 New York, NY 10272
Tel. 1-877-DONORWALL (Toll Free) Fax 212-766-9670
E-mail bsilverberg@donorwall.com
Website: www.donorwall.com
Years of experience working in the non-profit community: 16
Services Provided: Donorwalls and donor recognition: installations
and consultation
Recent Clients: National Hemophilia Foundation, Brooks Aerospace
Foundation, University of Virginia, JCCA Main Headquarters NYC, UJA
MetroWest
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Susan D. Smith
Consultant in Philanthropy
Barneveld, NY 13304 (Central NY region)
Telephone: (315) 896-8524 Fax: (315) 896-9869
E-mail sdsmith@ntcnet.com
Years of experience working in the non-profit community: 27 years
Services Provided: Board training/retreats; strategic planning;
fund development planning/training (annual funds, major gifts, capital
campaigns); talks/lectures re nonprofit management; grant writing/seeking/making
(and training in all 3 areas); public relations; marketing communications
for nonprofits.
Recent clients: Utica Symphony Orchestra, Leadership Mohawk Valley,
Volunteer Center of the Mohawk Valley, Oneida County Historical Society,
Utica Monday Nite (arts/culture program), Multicultural Association
of Medical Interpreters.
Lonnie Soury
Soury Communications
Full Service Public Relations and Marketing Firm
150 West 25 Street, Suite 403
New York, NY 10001
Tel. 212-414-5857
E-mail lsoury@soury.com
Services Provided: Local and national media experts, crisis communications,
government and public affairs, corporate sponsorships, media training,
advertising, special events
Recent Clients: AAFE, Green Guerillas, GM Minority Dealers, Kessler
Rehab, The Forward, NY Chinese Scholar's Garden. Offering non-profit
rate.
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Joan Swan
New York, New York
Tel: 212-807-1433
Email: joanswan@worldnet.att.net
Number Of Years Experience: 30 years as Board member, volunteer and
staff person; 18 years as development consultant.
Services Provided: Strategic development research, planning,
and implementation; proposal and correspondence writing; report preparation;
coaching and training Boards and staff in all aspects of fundraising;
Short- and long-term assignments
Areas Of Expertise: capital campaigns, foundation and corporate
funding; individual solicitation; Board assessment and development;
specialization in community based organizations.
Recent Clients: youth development, in school and after school;
literacy; low income housing advocacy; nonprofit legal services; landmark
preservation; community social services; emergency food/soup kitchens;
adult employment. List provided upon request.
Darielle
Walsh
Consulting Services
Westfield, NJ 07090
Tel/Fax: 908-317-9813
E-mail: dariellewalsh@comcast.net
Years of Experience: 20 years as a volunteer and professional working
in and for the non-profit community including School Board, Education
Fund, United Way, YMCA.
Services Provided: Strategic consultation for evolving organizations,
specifically: leadership training in Board of Directors recruitment,
retention, development, governance and self-assessment, plus board-staff
relationships; strategic planning via retreats, meetings, seminars,
workshops, and training programs on various topics; working with organizations
at a variety of levels to provide advice, assist with and facilitate
planning for all aspects of board development and effectiveness
Program Specialties: Training and organizational development
solutions for non-profit organizations - establishing, recruiting, and
retaining responsible, effective boards.
Areas of Expertise: Non-Profit Boards, School Boards, Educational
Foundations, Volunteer Community Organizations.
Clients: Strong experience working with a diverse client base
of small to large regional and local non-profits including volunteer
community-based organizations. References provided on request.
Michael Washburn,President
Nancy Carmichael Vice President
Washburn Partners, Inc.
280 Madison Avenue, Suite 600
New York, NY 10016
Tel. 212-213-5330 Fax 212-532-1230
E-mail mwashburn@washburnpartners.com
Years of Experience: 30+ years of experience working in and with the
nonprofit community
Services Provided: Executive search; capital campaigns and feasibility
studies; major gift programs; annual campaign plans; cultivation events;
brochures, case statements, annual reports; prospect research; board
recruitment and coaching; fundraising staff training and supervision;
meeting planning and facilitation; program assessments; benchmarking;
surveys and focus groups; financial models; plan writing.
Areas of Expertise: Education; arts; youth development; libraries; international
relations; family planning services; gay/lesbian; legal services; human
services/social welfare; health/mental health.
Recent Clients: Buffalo Olmsted Parks Conservancy, The Chapin
School, Lawyers Alliance for New York, National Academy of Education,
Network for Women's Services, Planned Parenthood of Nassau County, Prep
for Prep, United States Golf Association.
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Roy P. Wheeler,
Jr.
Executive Vice President
Custom Development Solutions
c/o Montclair YMCA
25 Park Street, Montclair, NJ 07042
Tel: (973)744-3400
Email: rpw@cdsfunds.com
www.cdsfunds.com
Experience: 10 years in fundraising & development
Recent clients: Montclair YMCA, Somerset Hills YMCA, Boys &
Girls Clubs of America, Diocese of Ottawa, ON, CA
Clint White
All Arts Consulting
New York City, NY
Toll Free 1-877-631-3027 Fax 212-889-8182
E-mail: info@allartsconsulting.com
Website: www.allartsconsulting.com
Years of experience working in the non-profit community: 10+
Services Provided/Areas of Expertise: Marketing Audit, Collateral
Material Development (including, but not limited to brochures, direct
mail, newsletters, announcements, and postcards), Marketing Plan development,
Advertising campaign development (print, broadcast, direct mail, interactive),
Media planning, Copywriting and editing, Retail product development
and naming, Annual Report Creation/Production, Arts business plan development,
Grant writing and planning, Board Development, Artistic Exhibition design
and development, Catalog content/essay/critical writing, General management
of performing arts, Film/video/book (children's and art) production,
Organizational structure consultation, Financial Management consultation,
Career Related Services (in conjunction with www.artcareer.net).
Recent Clients: Dances Patrelle, Merce Cunningham Dance Foundation/Company,
Philippine Center NYC, ArtPostAsia.com, ArtCareer.net, "Opera 2000"
publication for Penguin Putnam Books, successful Pollack Krasner grant
for NYC printmaker, East River Arts Festival, Hudson Exploited Theatre
Company, New York Council on the Arts, ongoing individual career guidance
for arts administrators, curating, criticism, editing.
G. Steven Wilkerson,
CFRE
Managing Partner
Skystone Ryan, Inc.
New York Office:
1111 Route 9, The Stone House
P.O. Box 179 Garrison, NY 10524-0179
Tel: 845-737-4435 Fax: 845-737-7352
E-mail: swilkerson@skystoneryan.com
Web: www.skystoneryan.com
Years of Experience working in the non-profit community: over 33.
Services Provided: Feasibility Studies Training & Mentoring,
Major Gifts Programs Case Statements, Campaign Plans Campaign Management,
Program Reviews Corporate and Foundation Grants, Campaign Counsel Board
Development, Constituency Development Special Projects.
Mark R. Wille
Principal
MRW Consulting
Mercerville, NJ 08619
Tel. 609-890-7004 Fax 609-890-1323
E-mail: mrwcns@aol.com
26 years experience working in/for the nonprofit community
Services Provided: Board training and development, capital campaign
planning and implementation, grant writing/program development, funding
prospect research, strategic planning, planning studies, planned giving
assistance, major gifts programs, direct mail fund raising, public relations/marketing
assistance, executive search, staffing and office procedures advice
Recent Clients: The Brain Injury Association of New Jersey, Edison,
NJ; The Forums Institute for Public Policy, Princeton, NJ; The Children's
Home, Mt. Holly, NJ; Recording for the Blind & Dyslexic, Princeton;
NJ; New Jersey Intercampus Network, Inc., Hoboken, NJ; The Union Industrial
Home for Children, Trenton, NJ
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Beth Williams
ForwardFocus Coaching
181 Long Hill Road Unit 9-7 Little Falls, NJ 07424
Tel. 973-785-8089; Fax 973-256-4860
E-mail bwilliams@forwardfocusinc.com
Web site www.forwardfocusinc.com
Years of Experience: 15
Services Provided: Myers-Briggs, Conflict Resolution, Marketing
Strategy, Training & Group Facilitation, Executive Coaching.
Recent Clients: Urban Promise, First Congregational Church of
Montclair, Board of Directors for Conference/Retreat Ministries of NJ
Methodists, Nutley United Methodist Church.
David
Zatz, PhD
Toolpack Consulting, LLC
Teaneck, NJ 07666
Tel. 201-836-7622; Fax 561-264-6248
Email:davez@toolpack.com
Website: www.toolpack.com
Number of years experience serving non-profits: 10
Services provided: employee and customer surveys, process consulting,
and change.
Areas of expertise: organizational development; surveys; interpersonal
processes and communication.
Seana
E. Zimmer
Grant Writing for Non-Profits
P.O. Box 26472
Collegeville, PA 19426-0472
Tel. 610-454-1094
E-mail: grantwriting@worldnet.att.net
Experience: 12 years proposal writing, 20 years with non-profits.
Recent Clients: Ursinus College, local PA Healthy Community Partnership,
Ada Brudrick Child Care and Learning Center.
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