Fundraising consultants  Brian Batsch CLU CHFC CFP Sharron Batsch BSc Partners Toll Free: (877) 489-9911 Head Office: (780) 489-9911 Email: ease@batschgroup.com Website: www.batschgroup.com Specializing in Donor Management and Planned Giving Donor data management is the Achilles heel of many charities and we can help! It doesn’t matter how big or how small, whether national or local, the capture and maintenance of quality donor data often appears as a footnote on the fund raising priority list. Data management is not just a record of donations along with a name and address, nor is it found in abstract notes; it is a strategic approach to managing all aspects of how a donor or funder can interact with a charity; past, present and future. We understand data and its need to be managed. We evaluate your current situation and put a program< in place to ensure better data capture and better information management, two areas that impact on your ability to fund raise effectively and use your time efficiently. Planned Giving provides a charity with long term sustainability. A Planned Giving program is more than just a letter or a newsletter note; it’s the presentation that cements the interest when a win – win scenario is presented to the right audience. Brian Batsch, CLU CHFP CFP has 28 years of experience working in the financial services industry, mentoring the implementation of planned gift programs. Well known for his public speaking and philanthropic activities, Brian provides charities interested in planned giving, a program with the right methods and tools to succeed. Sharron Batsch, BSc has worked in the field of information and technology for over 33 years working in industry, teaching for technical schools and developing business computer training programs for universities; the last 23 years she has focused on charities and their information needs. A charity’s sustainability starts with what and who it knows, and most importantly, what it retains. Sharron is a data management specialist.  Andrea McManus, CFRE President 2944 University Place N.W. Calgary, AB T2N 4H5 Toll Free: 1 866 951-3157 Phone: (403) 210-3157 Fax: (403) 289-7485 mcmanusa@thedevelopmentgroup.ca www.thedevelopmentgroup.ca Over the past 14 years The Development Group has helped a diverse cross section of clients in 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 seven 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. We 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, e-philanthropy and Social Marketing Programs, Prospect Research Leadership Development: Governance Models and Development, Coaching and Mentoring, Recruitment Counsel, Customized Seminars, Workshop and Training
Dree Thomson-Diamond, ACFRE
Development Consultant T: 780.903.0481 / 778.678.1774 E: dree.thomson@telusplanet.net Leona Yez Communications and Fund Development Consultant T: 780.951.5051 E: yfamily@telusplanet.net Edmonton Office 54 Wapiti Drive Devon, AB T9G 1R1 Victoria Office 3205 Exeter Road Victoria, BC V8R 6H7 Website: www.DTDConsulting.ca Experienced, effective, creative... Dree Thomson-Diamond is an Advanced Certified Fund Raising Professional with over twenty-five (25) years in the charitable sector. Whether you are creating a new organization, thinking about a new fund raising campaign, considering how to strengthen and improve an existing development program or ready to grow to a new organizational level, Dree’s proven experience and effective counsel can help. Leona Yez has over 20 years experience in the charitable sector, with a focus on strategic communications and fund development. Effective planning and communications are key to successful fund development. If you are engaged in day-to-day fund development or preparing for, in the middle of, or have just completed a campaign, Leona can help ensure your planning and communications are meeting the needs of both your organization and those who support it. Specializing in Non-Profit & Charity: Strategic Planning Organizational Development Audit & Feasibility Studies Fund Development Planning Communications Planning Campaign & Periodic Counsel Major, Planned & Annual Gifts Board Development Recruiting, Seminars & Workshops Communications (including Annual Reports, Newsletters, Case for Support, Grant and Report Writing) Clients in western Canada and the USA include education, health, public broadcast, social service, heritage, environment, arts and agriculture organizations. Duckworth & AssociatesVINCENT E DUCKWORTH, BSC, CFREPrincipal & Senior Consultant Phone: 403.973.9696 vincent.duckworth@gmail.com Experience Vincent Duckworth is a senior fundraising professional with over 15 years experience fundraising in Canada, the United States, the United Kingdom, and Switzerland. Vincent has directed and facilitated over 20 major fundraising campaigns totaling in excess of $120 million in the academic, health, arts and recreation sectors. Services Offered: Duckworth & Associates offers a wide range of fundraising and development expertise in the areas of: • capital campaigns • major gifts • planned giving • non-profit management • development audits • feasibility studies • strategic planning • leadership development • board development Additionally, Duckworth & Associates specializes in the following areas: • facilities development • philanthropic naming • strategic technology partnerships • donor database analysis • fundraising market analysis Clients & Partners (2008): • Academic Impressions, USA • Calgary Society of Independent Filmmakers (CSIF) • City of Leduc • EMMEDIA • Haymarket Workers’ Co-operative • Lethbridge College • Partnership Group, Calgary • Quickdraw Animation Society (QAS), Calgary • Ross W. Marsh & Associates, Calgary • South Fish Creek Recreation Association, Calgary • The New Gallery • Untitled Art Association  Fund Raising Consultants of Alberta© Suite 615, 13910 Stony Plain Road NW Edmonton, Alberta T5N 3R2 Tel: 780.455.3338 and 866.420.3888 (toll-free) rbreault@telus.net Mr. Roger Breault, President of the company, has a Masters in Communication Studies. He is a certified professional fundraiser (CFRE). He is also the owner/manager of the Speakers' Bureau of Alberta©, an agency that provides expert articulate speakers for seminars, workshops and keynotes for non-profits. Roger has over twenty-five years of successful fundraising experience. He has raised millions for charities in the arts, recreation, social services, historical preservation, health and education. The distinguishing quality of FRCA is superior writing, clear and concise communication and an ability to motivate volunteers to become engaged in the fundraising process. Although Roger and his staff are qualified to provide counsel in all aspects of fundraising, FRCA specializes in the following:
 John A. Phin, CFRE The Goldie Company 1519 Sunvista Way SE, Calgary, Alberta T2X 3G3 Phone: 1.888.492.6181 Cell: 403.808.1655 john@thegoldiecompany.com Do you need to raise funds? Build organizational capacity? As Canada’s longest-established consultancy serving the non-profit sector, The Goldie Company offers a full range of client-oriented, cost-effective services to help you meet your challenges and your goals. Our team consists wholly of seasoned, senior-level personnel who all share a dedication to the philanthropic sector and a deep commitment to ‘making a difference’. We are a founding member of Skystone International, an alliance of like-minded firms with offices in Vancouver, Calgary, Toronto, Ottawa, Montreal, Quebec City, Moncton, Halifax, Mexico and across the United States. Our consultants will help you assess your needs, create a winning plan and work with you to ensure its success. The Goldie Company offers a full range of fundraising and management services to drive campaigns and build organizational capacity, including:
For more information, please visit www.thegoldiecompany.com Let us help you shape your future.  What does it take to be outstanding? Successful non-profit organizations are those with vision. They understand deeply who they are, where they are going and how to get there. In this increasingly competitive environment, however, it is becoming difficult to reach the height of one’s potential. For over 20 years KCI has been providing custom solutions for non-profit organizations to help them become outstanding. In that time we have served 700+ clients across Canada in all areas of the non-profit sector. Whether your needs are for short-term strategic guidance or full-time counsel, our team of consultants, research professionals and management provides expert solutions. We offer a complete suite of services to benefit all facets of your organization from core fundraising and campaign management to broader organizational health programs to branding and communications. Custom solutions for extraordinary organizations. Advancing your team. We understand that a winning team is built from the ground up. You need a talented and dedicated team in place before your fundraising initiatives can begin. KCI offers a number of customizable solutions to help your organization: Building a Winning Strategy Advancing your message. Reaching your target audience with a compelling message that is authentic to your organization is central to success. At KCI, we provide a full array of branding and communication services: Creating Organizational Narratives Advancing your goals. With an expert understanding of what it takes to achieve your goals in this competitive market, KCI can prepare you for all facets of advancement with our uniquely designed programs: Creating Innovative Campaigns Contacting KCI. As the philanthropic world changes, our goal has remained the same – to create custom solutions for extraordinary organizations like yours. For more information please contact Stu Reid, Vice President at:   Meeting the challenges of today's competitive fundraising marketplace can be difficult! Newman Consulting provides consulting services to those organizations seeking to develop and strengthen their fund development potential. Services include:
Rhonda Newman has over 15 years experience in the non for profit sector. She has a demonstrated track record at a senior management level managing development programs with all aspects of fundraising. Rhonda’s hands on experience with staff, volunteers and diverse operational issues equip her with implementation and planning expertise. After 10 years employed in the industry, Rhonda formed Newman Consulting. Since that time, she has worked with many clients on Capital Campaigns, Development Audits, Strategic Planning, and Feasibility Studies. She is a graduate of Grant MacEwan’s Advertising and Public Relations Program. To discuss your organization’s fundraising needs, please call Rhonda Newman at (780) 709-4450 or email: newmanconsulting@shaw.ca  Brent Barootes President and Senior Consultant Partnership Group - Sponsorship Specialists RPO 72103 Glenmore Landing SW Calgary, Alberta T2V 5H9 Calgary Office: 403-255-5074 Toll Free: 1-888-588-9559 Cell: 403-617-9553 Fax: 403-208-7892 brent@partnershipgroup.ca www.partnershipgroup.ca Brent Barootes and the Partnership Group The Partnership Group is a Western Canada based sponsorship consulting agency. With offices in both Regina and Calgary, The Partnership Group provides sponsorship expertise throughout western Canada with clients in Edmonton, Comox, Regina, Calgary and Lethbridge. The company provides sponsorship services to both buyers of sponsorship programs (sponsors) such as large and small business who invest in sponsorships, as well as to those property owners who sell sponsorships, such as non profits, associations, charities, event operators, sports organizations or other property owners. The Partnership Group delivers a wide range of sponsorship services to these two client groups including corporate sponsorship audits, valuations, measurements of ROI and activation counsel and delivers for property owners inventory development and valuation, proposal building, fulfillment management, negotiation expertise and sponsorship management. Recently The Partnership Group has completed work with the University of Regina and the 2005 Canada Summer Games in assisting them to raise over $9 million in core plus enhanced revenue as well as providing sponsorship counsel to CKUA Radio and Grant MacEwan College. The Partnership Group continues to provide inventory and package development and coaching services to the Canadian Cancer Society - Saskatchewan, Vancouver Island Mountain Sports Society, the MS Society of Canada - Calgary Branch, the Federation of Calgary Communities, The Saskatchewan Roughrider Football Club, Youth Emergency Shelter Society, Globe Theatre, Pumphouse Theatre, EPCOR Centre for the Performing Arts, Light Up the World Foundation, Alberta Amateur Baseball Council, Red Cross Saskatchewan and the Human Resources Association of Calgary to name a few. The Partnership Group and specifically Brent Barootes deliver workshops, keynote presentations and group and individual training and mentoring on all aspects of sponsorship. Brent is President and the Senior Consultant of The Partnership Group and has over 15 years of sports marketing and sponsorship background in addition to his positions in the not for profit industry both as a volunteer and as a past Director of Development. Seminar specific sessions in the recent past include: AFP Regina - Lunch Plenary Speaker Tourism Regina - Half day training sessions Host at Home Conference - Key-note Session AFP Toronto Congress - Half day workshop AFP Western Fundraising Conference - Training workshops Alberta Sport and Recreation Council AGM Alberta Amateur Baseball Council AGM Calgary Centre for Non-Profit Management - Half day training session Human Resources Association of Calgary - Training Session Western Sponsorship Congress - Opening Plenary Session Airdrie Chamber of Commerce - Training Workshop International Council of Shopping Centers (ICSC) - Training Workshops For more information please visit www.partnershipgroup.ca. |