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Acquiring New Donors
GRAHAM MCKERN
Australia New Zealand Hong Kong  
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
Australia USA  
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
Australia UK  
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
UK  
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
UK  
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
South Africa  
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
Australia Israel Canada UK  
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
South Africa Scotland  
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
UK  
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
Australia  
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
Australia  
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
Australia  
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
USA Canada UK Australia  
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
Australia  
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
Australia  
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
Australia  
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
UK  
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.

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