 |
Quick Categories |
 |
|
 |
Change Currency |
 |
|
 |
Search QuickGuides |
 |
|
 |
QuickGuides Info |
 |
|
|
|
|
| |
Full Listing of Our QuickGuide Authors.
Find out more with our author biographies. |
|
 |
| Acquiring New Donors
|
| GRAHAM MCKERN |
|
CFRE, Grad Dip Dir Mktg, MFIA.
Graham McKern was awarded the status of Certified Fund Raising Executive in 1995 by CFRE International, the certification body for 15 of the world’s leading philanthropic bodies. In March 2000, he graduated with high distinction from Monash University Melbourne with a graduate diploma in direct marketing.
Now in his 21st year as a fundraiser, Graham specializes in working with small- to medium-sized organizations across Australia, New Zealand and Hong Kong.
A donor-acquisition program entitled “Behind Closed Doors” that Graham designed and executed was voted the “Most Outstanding Fundraising Project” in Australia by the Fundraising Institute - Australia in the 2003 Awards for Excellence. His donor-renewal program won an Award for Excellence in the 2005 FIA Awards for Excellence as well as a “Highly Commended” for the Most Outstanding Fundraising Project. He was awarded the prestigious Arthur Venn Award for Excellence in 2004 for his outstanding contribution to the fundraising industry in Australia.
Graham is a member of the faculty for “Madison Down Under,” which is conducted in South Australia each year and is based around the Association of Healthcare Philanthropy’s five-day teaching program conducted in cooperation with the University of Wisconsin’s Graduate School of Business.
|
| Bequests & Legacies
|
| MARGARET BURKE |
  |
Margaret Burke is currently the Director of
Development at one of Australia’s top
universities, the University of Queensland. She
has held senior marketing, public relations and
development positions in the corporate,
education and not-for-profit sectors, both in
the United States and throughout Australia.
She received degrees from the University of
Queensland (Australia) and James Cook
University (Australia) and undertook
postgraduate study at the University of
Virginia.
She spent more than a decade living and
working in the U.S. as a marketing
professional and journalist, including several
years with the American Horticultural Society
where she honed her fundraising skills.
Margaret has also presented papers at
ADAPE, AVCC and other marketing
conferences and is a past winner of the
Australian Marketing Institute’s national award
for marketing excellence.
|
| Databases 1 & 2
|
| PETER FLORY |
  |
Peter Flory is an independent Information
Technology consultant. Peter spent nearly half his
life in Australia and half in the UK. He has been in
the computer industry since 1965. He has been a
management consultant since 1981 and has
specialised in charity and membership organisations
since 1986. In 1989 he decided to become a
completely independent business and IT consultant
and formed Athena Consultants to provide the
highest level of independent and ethical consultancy
services to a wide range of clients. Since 1990 he
has worked solely in the voluntary sector.
Peter spent eight years as a management
consultant with BDO Binder Hamlyn after a sixteenyear
career in the traditional IT areas of
programming, systems analysis, project
management and IT management. As a consultant
he has handled many projects for all types of
businesses from manufacturers, to retailers, to
import/exporters, to insurance companies, to banks,
to government departments. Assignments have
ranged from feasibility studies and strategic direction
analysis, through systems specification, evaluation,
contract negotiation, project control and systems
review. He is a “hands on” technical specialist too,
numbering several programming languages in his
repertoire and has experience in all the main
operating systems and hardware platforms. He
specialises in business improvement by determining
how organisations can become more efficient
through the effective use of technology.
|
| Direct Mail Fundraising, Consultants
|
| JOHN BAGULEY |
|
BA (Hons), MBA, MIoF.
John Baguley is an experienced management and fundraising consultant and is director of the International Fundraising Consultancy, which is based in the UK with partner agencies worldwide. (See www.ifc.tc.) He is the author of Successful Fundraising, a comprehensive guide to fundraising published by Bibliotek Books in English. He has written extensively on fundraising, and has lectured and worked in all parts of the world.
John is a former fundraising director at Amnesty International UK, Friends of the Earth and the Medical Foundation. He has worked for Oxfam and other international development organisations. He has also served on the Board of various NPOs.
John was the first director of international fundraising for Amnesty's International Secretariat and the first director of the Soil Association. He has extensive overseas experience and has just completed a doctorate in the international development of NGOs.
John has lectured at fundraising workshops in the UK, Holland, India, Nepal, the Philippines, Hong Kong, Taiwan, Ukraine, and Kazakhstan. He has helped organisations raise funds in the U.S., South America, Africa, Asia, Eastern Europe, Central Asia and Western Europe.
|
| Events Planning, Overseas Challenges. Recruitment
|
| CAROLINE HUKINS |
|
Caroline Hukins has worked in the nonprofit
sector in the UK for more than 10 years, both
as a volunteer fundraiser and a professional.
Following university, she won a place on the
National Society for the Prevention of Cruelty
to Children (NSPCC) graduate trainee program
in Fundraising Appeals, and subsequently
worked on the multimillion-pound Full Stop
Campaign for the Millennium. She spent 18
months organizing overseas biking and
trekking challenges for Macmillan Cancer
Relief, generating over $1 million from this type
of fundraising. She then spent 3 years
managing a wide-ranging events programme at
the National Asthma Campaign, which
included sporting events, overseas challenges,
sponsored activities, ticketed special events
and wider community fundraising.
Caroline now works as a freelance author and
editor, and leads charity treks and bike rides
all over the world.
|
| Fundraising from Companies, Newsletters, Sources of Funding, Special Events
|
| JILL RITCHIE |
|
Jill Ritchie started her own business at the age
of 18 while also studying. By the time she was
28, she had created jobs for 120 people in a
factory with seven retail outlets. At the same
time, she was spending more time doing
voluntary charity work than anything else. She
then closed her business and entered the NPO
sector as a member of the start-up team of the
Triple Trust, the highly successful South African
job-creation organisation, where she initially
trained trainers and ran the organisation’s
marketing arm. After a year there, she took
over the fundraising and, in five years, took the
Triple Trust from a budget of South African
Rand 100,000 per annum to Rand 9 million,
most of which was raised from northern
hemisphere donors. Jill left to start her own
fundraising consultancy and book-publishing
business, which she has run for the past 15
years. She has edited 3 books and written
15, 12 on fundraising, of which the best known
is Fundraising for the New Millennium.
She has arranged numerous successful
events for South African NPOs, raising both
funds and friends for the organisations in the
process. She has achieved much success in
the field of cause-related marketing.
Jill is Vice President of the Southern Africa
Institute of Fundraising and also heads up its
Ethics Committee. She is in demand around
the world as a speaker on fundraising.
|
| Fundraising from Grantmakers
|
| RUTH TOVIM |
|
Ruth Tovim, currently Acting Director of
Development at City University, London, has
dedicated the last ten years to fundraising for
a variety of organizations in the sectors of
international development, health,
environment, and higher education in Canada
and the UK.
Ruth has also worked as an independent
consultant in Canada and the United States,
assisting grass-roots organizations to build
and expand their fundraising capacity.
Her expertise includes development audits;
prospect research; setting up trusts; setting up
annual-giving, workplace-giving and major-gift
programs; and board development.
Ruth has a BA in History from Concordia
University, Montreal. She is an Israeli-born
Canadian citizen.
|
| Fundraising from Individuals, Understanding Fundraising
|
| ADRIENNE HALL |
  |
After graduation from Wits University, South Africa,
with a BA Honours in languages and music, Adrienne
joined a multinational financial services corporation,
working in marketing and public relations before
becoming Director of Alumni Affairs at Wits University
in 1976, a post which she held for six years. She was
asked to join The Urban Foundation, a social-action
think-tank agency working to dismantle apartheid, as
Marketing and Communications Manager, prior to
taking up a one-year contract with the London School
of Economics in 1984.
She worked independently as a consultant in the
UK and South Africa before joining St. Hilda’s
College, Oxford, as Director of Development and
Fellow in 1987. From 1999 to 2004, she was
Director of Alumni Affairs and Development at
Strathclyde University in Scotland.
She now works as an independent consultant
in marketing, communications and
development as Director of her own company,
Beerstecher Hall Consulting.
She has presented at CASE (Council for
Advancement and Support of Education)
conferences and the Institute of Fund-Raising in the
UK, on a particular area of innovation which she
has lead in alumni and development programming,
that of creating alumni mentor/angel investor
networks to support student, faculty and alumni
start-up enterprises.
|
| Fundraising from Wealthy Individuals, Relationship Fundraising
|
| JULIAN SMYTH |
|
Julian Smyth is the Principal Consultant of
ASK Associates, a strategic fundraising
consultancy based in the UK that specialises
in educational fundraising with a number of
mainstream charity clients.
Prior to becoming a consultant he was
Director of Fundraising for the Royal
Association for Deaf People, Development
Director at Linacre College, Oxford, Director of
the Bradfield Foundation and Director of the
Sherborne School Foundation.
A passionate advocate of the relationship
fundraising model, Julian is a regular speaker
at conferences throughout the UK and
Europe. He was the founding chairman of the
Independent Schools Development Forum,
was on the founding executive committee of
the Institute of Development Professionals in
Education and edited its newsletter, was the
first chair of the CASE Schools’ Conference,
and has written articles for Professional
Fundraising, the Journal of Non-profit
Marketing, CASE Currents and the IDPE.
Further details can be found at his Web site:
www.ask.org.uk
|
| Handling the Media, Presentations
|
| JO PEARSON |
|
Jo Pearson has more than 20 years’ experience as
a news reporter, media trainer and writer. Born and
raised in the UK, Jo presented news as a journalist,
producer and reporter for Australian and American
news services from the age of 17. In 1977, she
became a senior prime-time television newsreader,
and one of Australia’s youngest and best-known onair
news personalities.
As founder and director of the Melbourne-based
media consultancy Media Strategies, Jo delivers
quality training programmes and multimedia training
material to her clients.
Jo’s journalistic training began with a cadetship at a
metropolitan daily newspaper and formal journalism
studies at the University of Queensland, in
Brisbane, Australia. After graduating, she worked as
a newspaper reporter and features writer, radio
news presenter and live radio broadcaster, as well
as a senior television news reporter and presenter.
Jo was part of the top-rated reporting team at TV
station KCRA 3 Sacramento in California in 1980.
Two years later, she returned to Australia to co-host
Melbourne’s top-rated Eyewitness News Service.
In 1987, she gained national exposure as a
presenter on a range of programmes for the
Television Nine Network.
Since 1990, Jo has developed and delivered tailored
media training and advice to a range of NPOs,
corporate and government clients, organisations.
Jo has extensive experience as a public speaker,
master of ceremonies and facilitator. She has written
and produced training, promotional and informational
films and videos for Australian businesses.
|
| Making the Ask, Preparation for Fundraising
|
| FRANK OPRAY |
|
Frank Opray has 10 years’ experience as
Director of Development, firstly at Wesley
College Melbourne and subsequently at Carey
Grammar School Melbourne.
Prior to these appointments, he spent many
years in finance, market research and
management consulting, primarily in the
services sector. During that time, he was for
three years a Council member and Treasurer of
Wesley College Melbourne, Australia’s largest
school with more than 3,600 students. In
recognition of his work in fundraising and
marketing at Wesley and for the development
profession, Frank received the inaugural award
of “Fundraiser of the Year” at the 1992 joint
conference of the Australian Institute of
Fundraising and the Association of
Development and Alumni Professionals in
Education (ADAPE).
Frank Opray holds a
B.Com from The University of Melbourne and is
a qualified accountant. He volunteers his time
as President of the Queen’s College
Foundation, University of Melbourne; as
President of the Old Wesley Collegians’
Association Melbourne; and as Honorary
Secretary in Australasia and Asia for the British
Schools and Universities Foundation Inc, New
York. He is a Fellow of ADAPE and was its
founding Secretary/Treasurer.
Frank regularly presents papers at educational
conferences in Australia, in Asia and in Europe.
|
| Marketing
|
| KYLIE JONES |
|
Kylie Jones is an Australian marketing and fundraising
specialist with more than 13 years experience in the
not-for-profit sector. She has had a varied career that
began with postings to Somalia and Bosnia-
Herzegovina to coordinate media relations for an
international aid agency through to establishing and
operating marketing offices in Australia and New
Zealand for one of the world’s largest animal
protection agencies. Kylie was then posted to London
to manage the agency’s UK Appeals program and
work in consultation with an advertising agency on a
five year marketing & communications strategy.
Kylie has broad experience in the areas of marketing,
fundraising, public relations, media liaison and
communications. She has also been involved in field
projects in countries including Borneo, India, East
Timor and Indonesia.
Kylie currently runs her own consultancy business,
Boomerang Marketing, from the Sunshine Coast of
Queensland, Australia, and undertakes a diverse
range of projects for clients including the development
of fundraising and marketing strategies, website
strategy and re-development, consumer education and
awareness pitch campaigns, conference and event
management, writing of direct mail appeals, funding
submissions and publications, and media liaison.
Kylie has a Bachelor of Arts degree in Communication
(major in Advertising and Marketing) and is currently
studying freelance journalism.
email kj_boomerang@bigpond.com
|
| Meetings
|
| JAN HATCH |
|
Jan Hatch has worked in the non-profit sector for over 25 years in the US, Canada, the UK and Australia. She has worked in both paid and unpaid positions, mainly in the health, disability and community care sector.
Her first role in the sector was as a member of the Board of Directors of Nellies emergency shelter for women in Toronto. She went on to be a founding member of the Board and the first member of staff of the Women’s Legal Education and Action Fund. Moving to the UK in 1986, Jan worked in women’s health before setting up and running the first national telephone helpline for carers. In 1992 she went to work at the Multiple Sclerosis Society of Great Britain and Northern Ireland where she was Director of Services for over 7 years. In that time the Society undertook a significant and far-reaching program of development that put people with multiple sclerosis at the centre of all of the organization’s activities. She was instrumental in the development of the Standards of Healthcare for People with MS, a publication that has been highly influential in improving health and social services throughout the UK.
Jan was a founding member of the Long Term Medical Conditions Alliance, a trustee of both the Disability Alliance and the Neurological Alliance and a member of the Services Committee of the Multiple Sclerosis International Federation. Since moving to Sydney, Australia in 2001 she has worked with a number of non-profit organisations including NCOSS, The Smith Family, Jewishcare and The Fred Hollows Foundation. |
| Motivating Staff
|
| LORRAINE ROMERIL-SMITH |
|
Lorraine Romeril-Smith is one of Australia’s most
respected advertising and media professionals.
Having held senior management roles with
newspapers in New Zealand and Australia,
Vogue Magazines and advertising agencies,
Lorraine has developed an unparalleled
understanding of all facets of working with and
motivating a wide variety of teams.
As General Manager for hma Blaze Advertising
Agency’s Queensland operation, Lorraine
manages a team working with local, state and
nationally based accounts. These accounts
cover a wide range of industry sectors including
recruitment, health care, education, tourism
and local government. In addition to these
commercial clients, Lorraine has overall
responsibility for the management and direction
of the Queensland-based activities of the
agency’s Commonwealth Government account.
Lorraine is recognised by the media as a
knowledgeable source on advertising and
management issues. She is often invited to
speak at conferences, functions and events.
Lorraine lectures at the Queensland University
of Technology in advertising and provides
training in the fields of advertising and sales
management through her company, Romeril-
Smith Media Advertising and Training. She
was a finalist in the 2004 Telstra Queensland
Business Woman of the Year.
|
| PR
|
| WENDY SCAIFE |
|
Wendy Scaife, BbusComn, MbusMgnt, PhD, FPRIA,
MFIA, is a Senior Research Fellow at the
Queensland University of Technology’s Centre of
Philanthropy and Nonprofit Studies (CPNS) in
Brisbane, Queensland, Australia, where she
researches and lectures in nonprofit management,
fundraising and marketing. She is a Fellow of the
Public Relations Institute of Australia.
Her working life has included roles as an in-house
public relations manager (setting up the
organization’s first public relations department); a
consultant; a freelance writer; and the public
relations/media manager for a growing nonprofit,
the Leukaemia Foundation.Wendy became its
CEO, leading a team of 100 staff members, and
went on to help take the organization national and
serve as its national Deputy CEO.
She has won awards for fundraising and public
relations campaigns and for lecturing, and was a
finalist in the Business Woman of the Year Awards.
Wendy is involved in the research team on
Australia’s national project (Giving Australia) to
uncover why, how and how much Australians give.
Wendy is married with two children and chases
cows on the family farm in her spare moments.
|
| Vision and Mission Statements
|
| HELEN CARTER |
|
Helen Carter was born in Sydney, Australia, and has lived most of her life in that city, apart from an early childhood experience in country New South Wales, a few years in the university town of Armidale on the NSW New England ranges. She spent the 1980s touring the UK and Australia as bass player and songwriter in a rock group, earning a gold record and several industry awards.
Helen’s career history includes seven years with Greenpeace, where she was involved in senior-level recruitment, the development of a comprehensive public information and education program, planning and Board support. From 2001 to 2003, Helen was director of development for the University of New England and executive officer of the UNE Foundation, where she was responsible for fundraising and alumni relations. She also developed systems for better accountability, including governance, risk and quality assurance.
In her current role as executive officer for the Hammond Care Group, a charity specialising in senior and dementia services, Helen is involved in policy development, business process improvement, and strategic and business planning. She also oversees the organisation’s communications and fundraising functions, including publications, marketing, media management, corporate branding, internal communications, and the promotion of Hammond Care.
She has a Bachelor of Social Science degree from the University of Technology, Sydney, and is working toward a graduate certificate in business administration.
|
| Working with Volunteers
|
| CHERRY BUSHELL |
|
Cherry Bushell has extensive experience in all
aspects of charity and nonprofit work, both on the
administration side and the fundraising side. She
worked with one of the UK’s largest charities,
Macmillan Cancer Relief, where she managed a
variety of fundraising mechanisms with national,
small and medium-sized companies, as well as
trusts, foundations and individual donors. She
directed promotional and special events, and ran a
community programme which involved coordinating
committee networks, retail outlets, youth and school
groups, and local volunteer associations.
In her work with smaller charities, Cherry raised
funds by means of corporate partnerships, social
and sporting events, trusts, major donors, auctions
and celebrity endorsements. In particular, she was
responsible for liaising with celebrities, the royal
patron and other high-profile supporters.
Interacting with staff, volunteers and the
general community has been an ongoing part of
Cherry’s career.
Cherry has a BA (Hons) degree in Modern History,
Economic History and Politics.
|
|
|
|
|