Ellen is the founder of Bristol Strategy, designer of the SMART Way methodology, developer of the Leaky Bucket assessment and developer of SMART Way Management, a CRM app supporting account-based marketing for major and corporate giving. Her mission: improve nonprofit management disciplines worldwide to strength the sustainability and financial health of the sector. She launched Bristol Strategy after 20+ years in information technology sales. She drives our software development, manages our training, consulting and productivity research, keeps clients happy, and forges business relationships with other nonprofit experts and technology providers. She also naps a lot. Ellen is the Geek-in-Chief on all issues related to performance management, fundraising effectiveness, and building fundraising capacity.
Contact EllenMelissa is another data geek, like Ellen. Her mission is to help charities turn knowledge into action. Melissa manages the Nonprofit Research Collaborative, and is a key contributor and analyst for both the Fundraising Effectiveness Project and Giving USA. Melissa consults with universities, institutes, and other national and international nonprofits. She was fascinated by our Leaky Bucket research, and became certified in Fundraising the SMART Way™, with its emphasis on data interpretation.
Contact MelissaCatherine is the founder CapBuilders, a consultancy devoted to community building. An expert in learning clusters, she was inspired to join our team after learning about the SMART Way Shared Program and seeing how effectively the model could improve fundraising results for smaller nonprofits.She has a wide, varied background in nonprofits, community building, and social entrepreneurship. Catherine is the author of Field Building: Your Blueprint for Creating an Effective and Powerful Social Movement. Located in Northern California, Catherine loves to travel so we get to send her all over the place.
Contact CatherineDavid, CFRE, started his nonprofit career as a grant writer in 1991 and has since evolved into an effective fundraising strategist and management consultant. As the founder of ASSIST Consulting, he specializes in building and strengthening the development departments of small and mid-sized organizations. Dave first drank the SMART Way “Kool-Aid” in March,
Cory heads up the Louisiana Association of Nonprofit Organizations (LANO) Institute for Nonprofit Effectiveness., based in New Orleans, where the nonprofit community is still dealing with the aftermath of Hurricane Katrina. Cory was already a fan after reading Ellen's book Fundraising the SMART
George is a management and leadership specialist who speaks at such venues as the Aspen Institute, United Nations and U.S. Department of State. He co-founded the Harlem Children’s Zone (HCZ), a documented success in developmental outcomes for poor urban communities replicated by the Obama administration across the country. Today HCZ employs over 1,000 people and serves over 20,000 individuals per year. HCZ relies on George’s impeccable standards for leadership, management and accountability, now enjoying a $150 million annual budget. He recently founded the Instiitute for Urban Leadership, an affiliate program of the Executive Education Program at Columbia University Business School. George previously served the national NAACP as an economic development specialist.
Contact GeorgeLinda is a distinguished fundraising consultant, with forty years experience in the field. She has been a heralded practitioner, trainer, consultant and author with more than a dozen nonprofit titles to her name. In addition to her SMART Way certification, Linda also finds new clients, and forges relationships with new facilitators. Linda has an impeccable reputation in the nonprofit sector, is a master trainer for the Association of Fundraising Professionals and holds awards too numerous to mention. She and Ellen co-authored The Leaky Bucket: What's Wrong with Your Fundraising and How You Can Fix It!
Contact LindaBeth is the founder of Innovative Resources Group, a full-service capacity-building practice serving nonprofits and educational institutions. Her trademarked Strategic Action Process™ refines traditional strategic planning, fiscal forecasting and philanthropic investment approaches. The process has been proven in arts and cultural organizations, community health centers, cathedrals, land trusts, museums, historic sites, public libraries, universities, public broadcasting and public policy research centers and others. Beth’s process maps beautifully to Fundraising the SMART Way™, helping our clients embrace change and improve their results.
Contact BethRebecca, president of Advantage Leadership, is the author of four books on strategic planning. She and Ellen have co-consulted since 1995 and recently co-authored Success Planning for Nonprofits: Evidence-Based Strategic Planning, the long-awaited nonprofit version of her perennial favorite Success Planning: A How-To Guide to Strategic Planning. The new book is scheduled for release in Q1 2019. Rebecca holds a doctorate in organizational psychology and is an international expert in business process management, design, and improvement, fields which have contributed mightily to our joint work in strategic planning and to the development of the SMART Way methodologies. Rebecca is also certified as a facilitator of Fundraising the SMART Way, but her super-power is strategic planning, team-building, and executive development.
Contact RebeccaHelen, CFRE, president of Arnold Olson Associates, is a long-time expert in fundraising of all genres. She has decades of experience as a nonprofit professional, consultant and educator. Helen is also a principal at Clearly Compliant, a company providing third-party state registration services for nonprofits and fundraising consultants. She is an AFP Master Trainer, teaches CFRE certification courses, holds a Certificate in Nonprofit Management from Iowa State, and is on the faculty at the University of Nevada-Las Vegas. Fortunately for us, she fell in love with Fundraising the SMART Way and joined the team.
Contact Helen
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