Geoff Birmingham

Reflection Films

Reflection Films specializes in producing short documentary films for organizations. We often work with the marketing departments in companies or the fundraising/development offices of nonprofits, creating films that can be used for promotional purposes.

Consulting areas: Communications; Marketing/ Media

Focus areas:

Phone: 781-646-3252

Fax:

Arlington, MA

http://www.reflectionfilmsonline.com

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Joanna Marks

Joanna Marks Consulting

Joanna Marks has more than a decade of experience providing research, analysis, project management, and writing services to non-profits. Her specific areas of expertise are social policy analysis and fund development for organizations serving children and families. Across subject areas and clients, Joanna weaves data and narratives with the ultimate goal of improving outcomes for young people. 

 Joanna's public policy experience includes developing a new measure of poverty for the state of Wisconsin at the Institute for Research on Poverty and measuring the well-being of Kentucky children and families as part of the Annie E. Casey Foundation’s KIDS COUNT initiative.

In addition to her analytical skills, Joanna has extensive fundraising experience for non-profit organizations. She has managed or consulted to fundraising programs with the YMCA of Dane County (Madison, Wisconsin) and many other education and youth development organizations in greater Boston, Wisconsin, Kentucky, and Colorado. Joanna’s brings many strengths to fund development work, including research to identify funding opportunities, management of fundraising processes, and writing proposals and reports.

Joanna received a Master of Public Affairs from the University of Wisconsin-Madison and a BA in Sociology from Rice University. 

Consulting areas: Advocacy/ Public Policy; Development/ Advancement; Evaluation/ Outcomes Measurement; Fundraising/ Income Generation/ Related Planning; Grant Writing; Project Management; Survey Research/ Other Research; Writing/ Editing

Focus areas: Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Education; Public Health; Recreation, Sports, Leisure, Athletics; Underserved Populations; Youth Development

Phone: (608) 886-5508

Fax:

http://www.linkedin.com/jymarks

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Michael Jacoby Brown

Michael Jacoby Brown Consulting and Training

Consulting and Training for Community and Labor Organizations

Consulting areas: Advocacy/ Public Policy; Board Development/ Governance; Capacity Building; Change Management; Collaboration/ Strategic Alliances; Diversity/ Cross Cultural Awareness; Facilitation; Fundraising/ Income Generation/ Related Planning; Mediation/ Conflict Resolution; Needs Assessments; Organizational Assessment; Organizational Development; Retreat Planning; Social Entrepreneurship; Strategic Planning; Training; Volunteer Management

Focus areas: Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Diversity/ Multiculturalism/ Inclusion; Men's Issues; Religion, Faith-Based

Phone: 617 645 0226

Fax:

10 Brattle Terrace
Arlington, MA 02474

www.MichaelJacobyBrown.com

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Karin Turer

Tugboat 23 Consulting

Many people can run a successful event – where I excel is in the goal-planning and follow-up that ensure that organizations get every possible bit of positive impact out of each event.  I treat an event as the beginning of a relationship, not the culmination of a period of planning.  With my help, the event can open many new doors for your organization.  Also, I’ve found that in small shops, the Executive Director often spends an event running around and troubleshooting – with my help, the ED will be doing what he/she needs to do: building relationships with donors, not negotiating with the caterer!

I work closely with clients to produce a creative event that fits their mission and goals.  Then I’ll make sure that they get much more out of your event than you put into it – I am experienced at getting the most out of a small budget. Whether the focus is pure fundraising, donor acquisition, donor recognition, or “everything!”, I give clients all the tools to maximize the positive impact of a well-executed event.  I am available to plan entire events from A-Z, to take on portions of event-planning (e.g. publicity, silent auction), or to serve as a "day-of" event planner.

I also help small organizations with fundraising planning.  Depending on the organization's wishes, I can either work with them to create a customized plan complete with follow-up appointments, or I can get my hands dirty and assist in day-to-day operations.

I am an engaging and irreverent public speaker and have spoken at several statewide and national conferences about grassroots event planning and Fundraising 101.

Consulting areas: Annual Campaigns; Communications; Development/ Advancement; Event Planning; Fundraising/ Income Generation/ Related Planning; Marketing/ Media; Project Management; Public Relations; Volunteer Management; Writing/ Editing

Focus areas: Agriculture, Food, Nutrition; Arts, Culture, Humanities; Health Care; Legal; Recreation, Sports, Leisure, Athletics; Science; Women's Issues; Youth Development

Phone: 617-599-8509

Fax:

Arlington, MA

http://www.tugboat23.com

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Jackie Cefola

Jackie Cefola Consulting

Providing management consulting services that strengthen social change organizations

Collaboration  Planning and pricing for shared office space and co-work facilities, cross-organizational training and program development

Communications  Content and design guidance for printed materials, website structure and content, curriculum editing, manual development

Environmental Management  Program planning, proposal writing, community engagement

What Clients Say

"Jackie is a top notch strategic thinker and writer – and extremely easy to work with. She helped us think through the development of a complicated plan and translate it into a clear, cogent, proposal – that successfully achieved funding. She is sharp, articulate, an excellent writer and a good-natured individual. I’d highly recommend her!” – Marcy Goldstein Gelb, Executive Director, MassCOSH

“Jackie helped our organization to plan for shared office space and services. Her expertise and facilitation skills really helped to move the process forward.” – Lisa Barr, Executive Director, Longwood Symphony Orchestra

"Jackie worked with us during a major staffing transition. Her excellent writing and organizational skills helped us meet our fundraising deadlines and submit strong LOIs and proposals. Jackie was a pleasure to work with and was always prompt and responsive. She was great at keeping our development tasks on track." - Kalila Barnett, Executive Director, Alternatives for Community & Environment

“Jackie developed the marketing materials we need to take our program to the next level – a website, brochure, posters, reports, and more. She listened to our needs and found creative solutions that worked.” – Martina Bouey, Deputy Director, South Africa Partners

About

Jackie’s expertise is grounded in over fifteen years serving leading nonprofit and corporate organizations. Before founding her consulting practice in October 2011, she was Program Manager for Third Sector New England’s NonProfit Center. She was also a featured trainer, presenter and author with Tides’ NonprofitCenters Network. Previously she managed and provided consulting services at the Center for Women & Enterprise, Environmental Defense Fund, and Ernst & Young. She holds an MBA and Masters in Environmental Management from Yale University. In her spare time she volunteers for her local public school and serves as Vice Chair of her city’s Climate Change Advisory Committee. In 2012 she completed an Olympic-distance triathlon and two half-marathons.

For more information

Email: info@jackiecefola.com    Web: www.jackiecefola.com     Twitter:  JCefola     LinkedIn:  in/jackiecefola

Consulting areas: Business Planning; Capacity Building; Collaboration/ Strategic Alliances; Communications; Environmental Planning and Services; Grant Writing; Marketing/ Media; Training; Writing/ Editing

Focus areas: Community Development/ Improvement; Economic Development; Environment

Phone:

Fax:

http://www.jackiecefola.com

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Bonnie Shepard

Bonnie L Shepard Consulting

Bonnie L. Shepard has 25 years of experience in program design, evaluation and outcomes measurement, with 11 years as a consultant to UN and bilateral agencies, foundations, non-profits, and developing country NGOs.   In current and previous positions, she has conducted numerous evaluations, design of outcomes measurement frameworks and systems, strategic planning processes, reviews of program evidence, and program-related research.  To evaluate portfolios of philanthropic agencies, she analyzes outcomes and programming lessons among diverse program sites and projects.  She helps organizations to link evaluation to planning, and to the strategic vision and goals of the organization. With participatory approaches, she helps clients to design tailored outcomes measurement and evaluation systems, and builds clients’ capacity in use of these systems.  Previous positions include Senior Planning and Evaluation Specialist at Social Sectors Development Strategies, Inc, Program Associate at Program for International Health and Human Rights at Harvard School of Public Health, and Program Officer at the Ford Foundation.   A graduate of Swarthmore College, she earned M. Ed. in Multicultural Education from Boston University and a Masters in Public Administration from Harvard University. She is a member of American Evaluation Association, American Public Health Association, Eastern Evaluation Research Society, Non-profit Consultants Network, and Boston Facilitators' Roundtable -- the New England branch of the International Association of Facilitators.  She is fluent in English, Spanish, and Portuguese.

Consulting areas: Advocacy/ Public Policy; Capacity Building; Evaluation/ Outcomes Measurement; Facilitation; Feasibility Studies; Grant Writing; Needs Assessments; Program Development/ Evaluation; Retreat Planning; Strategic Planning; Writing/ Editing

Focus areas: Civil Rights, Social Action, Advocacy; Family Planning; HIV/AIDS; Philanthropy/ Grant Making; Public Health; Underserved Populations; Women's Issues; Youth Development

Phone: 1-617-264-0950

Fax: 1-617-608-0202

9 Greenough St.
Brookline, MA 02445

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Bethany Kendall

ESC of New England

ESC’s mission is to enhance the overall impact of the nonprofit community by enabling organizations to operate more effectively to meet the needs of their constituencies.

ESC of New England was founded in 1982 by visionaries Ezra Merrill, the former Chairman of HP Hood, and Caleb Loring, the former Managing Director of Fidelity Investments, as a means of helping nonprofits meet their operational challenges and ultimately enhance their impact by providing high quality, affordable consulting services utilizing a new pool of experienced, dedicated, volunteer labor, namely senior level executives and professionals. Over the past 30 years, ESC’s dedicated, passionate and compassionate volunteer consultants have served nearly 2,000 New England nonprofits in education, human services, health care, arts & culture, the environment and more.

Today, ESC continues this vision. An average of 100 consulting engagements are conducted each year while simultaneously providing an opportunity for constructive, meaningful involvement for professionals who wish to contribute their knowledge, expertise and energy for the betterment of their communities. The organizations seeking ESC’s assistance range from start-ups with budgets under $50,000 to large, established, complex organizations with budgets exceeding $15 million.

Consulting areas: Annual Campaigns; Board Development/ Governance; Business Planning; Campaign Planning/ Enhancement; Capacity Building; Capital Campaigns/ Endowment; Career Coaching; Change Management; Collaboration/ Strategic Alliances; Communications; Development/ Advancement; Diversity/ Cross Cultural Awareness; Environmental Planning and Services; Evaluation/ Outcomes Measurement; Executive Search; Facilitation; Feasibility Studies; Financial Management; Fundraising/ Income Generation/ Related Planning; Grant Writing; Human Resources/ Benefits/ Compensation; Interim Executive Services; Interim Manager/ Program Director Services; Leadership Development/ Executive Coaching; Marketing/ Media; Mediation/ Conflict Resolution; Needs Assessments; Operations Management; Organizational Assessment; Organizational Development; Organizational Restructuring; Philanthropic Services; Program Audit; Program Development/ Evaluation; Project Management; Retreat Planning; Social Entrepreneurship; Staffing (permanent and temporary); Strategic Planning; Survey Research/ Other Research; Training; Volunteer Management

Focus areas: Aging/ Generational Issues; Agriculture, Food, Nutrition; Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Compliance/ Ethics; Development; Disabilities; Diversity/ Multiculturalism/ Inclusion; Domestic Violence; Economic Development; Environment; Education; Family Planning; Gay, Lesbian, Bisexual, Transgendered; Health Care; HIV/AIDS; Housing, Shelter, Homelessness; Immigration; Insurance/Risk Management; International/ Foreign Affairs; Legal; Men's Issues; Mental Health; Mental Retardation; Minority Populations/ People of Color; Philanthropy/ Grant Making; Public Health; Recreation, Sports, Leisure, Athletics; Religion, Faith-Based; Rural; Science; Substance Abuse; Technology; Transportation; Underserved Populations; Women's Issues; Youth Development

Phone: 617-357-5550

Fax: 617-423-2150

176 Federal St. Suite 5-C
Boston, MA 02110

http://www.escne.org

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Alison Glastein

Freedman HealthCare, LLC

Established in 2005, Freedman HealthCare brings an innovative perspective to its client engagements, emphasizing the importance of quality and value to a range of health services. Through its work with nonprofit organizations, healthcare providers, and policy makers, Freedman HealthCare is committed to creating a more efficient health care system and ensuring broad community buy-in to the future vision of health care delivery.

Freedman HealthCare's expert writing team assists clients with foundation research and grant writing initiatives. We have developed compelling case statements and proposals for our clients that have resulted in funding from public and private funders. Our team has deep knowledge of public health, behavioral health, allied health care and social service programs, which will add value to a potential engagement with Freeman Health System.

APPROACH TO WORK

Freedman HealthCare is available to provide the following contracted services:

1. Develop case statements for major projects and services, which can be used to develop grant proposals;
2. Develop Prospects List of private foundations and government funding sources;
3. Determine proposal writing priorities, in collaboration with your staff;
4. Write/compile grant applications, in accordance with grant requirements;
5. Develop and review grant budgets and make recommendations for improvement;
6. Provide support on proposal submission and follow up;
7. Develop and maintain tracking system of grant requests, responses and reports.

Regular telephone and email contact between the Freedman HealthCare grant writing team and members of your staff will enhance our capability to adequately represent the organization's vision and programs in grant proposals and case statements.

Consulting areas: Evaluation/ Outcomes Measurement; Grant Writing; Needs Assessments; Program Development/ Evaluation; Strategic Planning; Writing/ Editing

Focus areas: Health Care

Phone: (617) 243-9509

Fax:

29 Crafts Street, Suite 470
Newton, Massachusetts 02458

http://www.freedmanhealthcare.com

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Nadia Prescott

Emerging Executive

As a consultant and coach, Nadia has over 20 years of experience working with leading Fortune 500, small to medium sized businesses, and nonprofit organizations in the US and Europe. Since 2000, She has combined her strengths in marketing, leadership and business with her passion for helping people in nonprofit organizations create sustainable organizations through leadership development and strategic planning. Nadia is a qualified executive coach, and a trained nonprofit lifecycle consultant.

Nadia has worked with a number of foundations including the Gifford and Stardust Foundations on capacity building initiatives with local nonprofits for the past 4 years helping small to medium sized organizations and those making “founder-led transitions”. Recent clients include Autodesk, Cayuga County Chamber of Commerce, Cornell University, Auburn Public Theater, Rational Animal, Hope for Bereaved, Gifford Foundation, New York Watershed Agricultural Council, Growth & Learning Opportunities Inc., Options, A Benefits Training Foundation, Family Restoration House, Working Wonders, Bay Area Children First, the Gage Center and WHOLE ME.

Nadia is a graduate and Fellow of the Chartered Institute of Marketing and the Communications, Advertising and Marketing Foundation in the UK. She has continually expanded both her coaching and consulting skills through participating in accredited programs including graduating as a Certified Professional Coach from The Coaches Training Institute. She is also trained in organizational capacity development by Dr. Susan Kenny Stevens nationally known consultant and author of the award-winning book, Nonprofit Lifecycles.

Consulting areas: Board Development/ Governance; Business Planning; Capacity Building; Change Management; Collaboration/ Strategic Alliances; Executive Search; Facilitation; Fundraising/ Income Generation/ Related Planning; Grant Writing; Interim Executive Services; Leadership Development/ Executive Coaching; Organizational Assessment; Organizational Development; Organizational Restructuring; Program Development/ Evaluation; Retreat Planning; Strategic Planning

Focus areas: Arts, Culture, Humanities; Community Development/ Improvement; Disabilities; Economic Development; Environment; Education; Health Care; HIV/AIDS; Housing, Shelter, Homelessness; Immigration; Underserved Populations

Phone: 978-594-8593

Fax:

23 Walter St.
Salem, MA 01970

http//www.emergingexecutive.com

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Debra Berger

The Academic Support Link

Debra Berger has extensive experience as an education writer and editor and as an education researcher/project coordinator on state, national, and international research projects in 60 countries. The founder of The Academic Support Link, Debra has been working on a wide variety of writing and editing contracts in print and online, including:
e-learning materials
Assessments
Website content
Social media content/feeds
Reports, newsletters
Executive summaries
Charter school application renewals
Resumes and cover letters
Interviews and focus groups
e-newsletter

Companies that have hired Debra include Claremont Consulting (founder, John Tarvin is an NCN), Boundless Learning (digital textbooks), Six Red Marbles (online math assessments), TPR Media (health care company), and CollegeBound Coaching (research and report writing).

Debra also gives talks on writing college application essays and guides students through the process. She has given her talk on "College Application Essay Writing 101" at 10 libraries throughout eastern Massachusetts. Debra also helps students applying to graduate schools, including dental school, law school, and business school. She is a writing and English language arts tutor/coach for high school students and those learning English as a second language. She has helped many students with their dissertations and theses.

Consulting areas:

Focus areas:

Phone: 617-584-5295

Fax:

200 Old Farm Rd.
Newton, MA 02459

http://theacademicsupportlink.com

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Ann McQueen

McQueen Philanthropic

McQueen Philanthropic works with foundations, individual donors and their families, and nonprofits to maximize the impact of philanthropic dollars

Ann McQueen principal, has nearly twenty years experience in philanthropy and a strong track record of making strategic investments, designing programs and managing complex planning efforts to affect real, measurable change.

McQueen Philanthropic can help you effect real, measurable change by:

- Articulating charitable goals and strategic visions

- Conducting due diligence for potential grants and monitoring philanthropic investments

- Creating collaborative programs with like-minded philanthropists

- Facilitating collaborations between compatible nonprofits

- Leading and managing complex projects

- Conducting and/or monitoring research

- Writing key positioning documents including mission statements and annual reports, or critiquing and editing grant proposals and letters of inquiry

As Senior Program Officer at the Boston Foundation, McQueen managed a portfolio of $3M grants a year, developed the Foundation's first grants program to celebrate individual artists in a way that met the wishes of the donor/artist and supported the giving of other donors by developing grants programs, conducting due diligence and managing major gifts.

McQueen has developed a reputation for bringing people together to develop long-term solutions.  The best example of this is her work with the Cultural Task Force, a large group of sector and business leaders that developed the case for state investment in cultural facilities, leading to the Commonwealth's Cultural Facilities Fund, which has invested more than $44 million since 2007.

Her engagement with the nonprofit sector also includes a position in development at the Worcester Art Museum and board service with Grantmakers in the Arts, a national association of public and private funders, and two neighborhood-based nonprofits, United South End Settlements and the South End Lower Roxbury Open Space Land Trust.  Ann has served on the board of Associated Grant Makers, a forum for New England foundations and their nonprofit partners, since June 2010.

Consulting areas: Advocacy/ Public Policy; Capacity Building; Collaboration/ Strategic Alliances; Communications; Philanthropic Services; Project Management; Survey Research/ Other Research; Writing/ Editing

Focus areas: Arts, Culture, Humanities; Philanthropy/ Grant Making

Phone: 617-948-9302

Fax:

1200 Washington Street 321
Boston, MA 02118

http://www.McQueenPhilanthropic.com

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Susan Egmont

Egmont Associates

Egmont Associates is a full-service executive search firm for nonprofit organizations and for foundations, corporations, associations and others with interests in the nonprofit sector.

Susan Egmont, Principal, has twenty-seven years of business experience, with nineteen of those years spent staffing non-profit organizations with a range of missions. She consults with organizations in New England, nationally and internationally.

She is active in local and national nonprofit networks and the development of the broad nonprofit sector. She is a Certified Association Executive, Certified Fund Raising Executive, an MBA from Emory University and has been a Senior Fellow at the Lincoln Filene Center for Citizenship and Public Affairs at Tufts University (now the University College for Citizenship and Public Service).

She is also a founding board member of both the national Alliance for Nonprofit Management and the Nonprofit Resource Center in Atlanta (now Georgia Center for Nonprofits).

Consulting areas: Executive Search; Interim Executive Services; Staffing (permanent and temporary)

Focus areas: Aging/ Generational Issues; Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Diversity/ Multiculturalism/ Inclusion; Economic Development; Environment; Education; Family Planning; Health Care; Housing, Shelter, Homelessness; Immigration; International/ Foreign Affairs; Minority Populations/ People of Color; Philanthropy/ Grant Making; Public Health; Recreation, Sports, Leisure, Athletics; Religion, Faith-Based; Science; Underserved Populations; Women's Issues; Youth Development

Phone: 857-449-0001

Fax: 857-449-0011

85 East India Row 24F
Boston, MA 02110

http://www.egmontassociates.com

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Marie Peeler, MS, PCC

Peeler Associates

Peeler Associates helps nonprofit leaders enhance their leadership effectiveness, focus on what's most important, and achieve their desired goals.

Peeler Associates provides Executive Coaching and related Leadership Development services that get results: 

• Executive and Leadership Coaching programs help leaders develop their individual capacities and acquire new skills that allow them to achieve greater leadership effectiveness and organizational performance.




• Team Development and Team Coaching is all about doing real work in real time while learning to do it better as a team; it's team building where the rubber meets the road.




• Facilitation services help a team tackle a new initiative or solve a problem with the help of a professional who will keep the team on track and ensure all voices are heard.




• Customized Learning meets the specific training and development needs of an organization, through custom-designed leadership workshops and seminars, which provide a common language for an organization, while economically providing leadership training and development for a larger group of leaders.




• Leadership Assessments help establish current benchmarks that guide goal setting and program development.




• Business Retreats take leaders off-site for a day or longer to help them work on business issues, build a stronger team, or learn new skills. 

Marie Peeler, the founder and principal of Peeler Associates, has the 'in the trenches" leadership experience to understand the challenges today's leaders face.  In addition, she has a Master's degree in Organizational Learning and Development, earned her coaching credentials in the Leadership Coaching program at Georgetown University, and is an ICF Professional Certified Coach (PCC.)

In addition to working extensively with non-profit leaders and teams to help them increase their leadership effectiveness, Marie is active in her community as a past Board Chair and current Board Member of the Old Colony YMCA, a member of her town's Financial Advisory Committee, and a community leader in the grassroots Bay Circuit Alliance.

"You have to invest in yourself as a leader to move your organization forward, it's just as important as managing staff or balancing a budget.  I suspected this, which is why I started to work with Marie in the first place, but she really helped me believe it.  Working with her I have a better sense of who I am and what role I need to play to be the best I can be at my job."

Katie Everett, Executive Director, The Lynch Foundation

"In this era of transparency, my belief is that objectivity of a board is essential.  Still, voluntary boards need to be accountable, and not just act as rubber stampers.  Marie was instrumental in working with our board to engage and prioritize, which ultimately led to better leadership.  Marie was able to unify the group by drawing on opinions and experiences to meet with consensus.  The priorities set from the facilitation were carried through for the duration of the year and in the end our board was better engaged and functioning at a much higher level.

Anthony Simonelli, Chief Executive Officer, Brockton Area Multi-services, Inc.

Consulting areas: Board Development/ Governance; Career Coaching; Change Management; Facilitation; Leadership Development/ Executive Coaching; Organizational Assessment; Organizational Development; Retreat Planning; Training

Focus areas: Aging/ Generational Issues; Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Development; Disabilities; Economic Development; Environment; Education; Health Care; Housing, Shelter, Homelessness; Legal; Mental Retardation; Minority Populations/ People of Color; Philanthropy/ Grant Making; Public Health; Recreation, Sports, Leisure, Athletics; Religion, Faith-Based; Substance Abuse; Women's Issues; Youth Development

Phone: 781-294-9203

Fax:

3 Elliott Ave. #1002
Pembroke, MA 02359

http://www.PeelerAssociates.com

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John Cohen

NPA Consultants

We are former practicing CPA's, CFO's, and Process Improvement Consultants specializing in the accounting and finance needs of Nonprofit Organizations. We provide accounting services - often including acting as part-time and interim financial managers - which CPA firms either do not perform or are restricted from performing for their clients.  We are experienced professionals who have worked with organizations from start-up to multi-national operations.   

Our mission is to improve the accounting and finance functions of organizations, to make their Boards, Management, and entire staff more efficient and effective while providing the procedures and controls necessary to minimize the risks associated with financial reporting and potential waste, fraud, and abuse, especially in organizations with multiple locations, including emerging nations.

For more information, please visit our web site, call us at 617-694-4600, or write to info@NPAccountants.org

Consulting areas: Accounting; Board Development/ Governance; Business Planning; Change Management; Financial Management; Interim Executive Services; Operations Management; Project Management

Focus areas:

Phone: 617 694 4600

Fax: 270 342 8798

118 Pleasant Street - Suite One
Marblehead, MA 01945

http://www.NPAccountants.org

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Kris Willcox

Practical and inspiring planned giving solutions

Kris Willcox is an experienced planned giving professional whose career path has included work with colleges, private schools, congregations, and community organizations. Kris can provide you with the tools to create a planned giving program tailored to the needs and character of your organization, help you build on current planned giving efforts, or provide support to your busy development team in meeting planned giving goals within your budget.

A skilled communicator and presenter, Kris has offered staff, board, and volunteer trainings, and created effective and user-friendly content for both print and web resources. She combines in-depth knowledge of planned giving instruments with experience in face-to-face donor relationships, and can help you bridge the gap between planned giving possibilities and actual gifts to forward your organization’s mission.

•   Does planned giving seem to fall to the bottom of your to-do list because there just isn’t enough time?

•   Do you want to incorporate bequests and other planned gifts in your fundraising program, but don’t know how to get started?

•   Do you need to inspire and educate your staff, executive team, board, or volunteers about planned giving?

 •   Does your travel schedule leave you with too little time for projects like gift proposals, planned giving marketing, or creating planned giving content for your web site?

Kris Willcox can help you make planned giving an integral part of your fundraising, and your organization. For details about past projects and services and to discuss your specific needs, contact her at kris.willcox@gmail.com or (617) 571-0265.

Consulting areas: Annual Campaigns; Board Development/ Governance; Campaign Planning/ Enhancement; Capital Campaigns/ Endowment; Communications; Development/ Advancement; Fundraising/ Income Generation/ Related Planning; Marketing/ Media; Philanthropic Services; Survey Research/ Other Research; Training; Writing/ Editing

Focus areas: Aging/ Generational Issues; Agriculture, Food, Nutrition; Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Development; Disabilities; Diversity/ Multiculturalism/ Inclusion; Domestic Violence; Economic Development; Environment; Education; Family Planning; Gay, Lesbian, Bisexual, Transgendered; Health Care; HIV/AIDS; Housing, Shelter, Homelessness; Immigration; Men's Issues; Mental Health; Mental Retardation; Minority Populations/ People of Color; Philanthropy/ Grant Making; Public Health; Recreation, Sports, Leisure, Athletics; Religion, Faith-Based; Rural; Science; Substance Abuse; Technology; Underserved Populations; Women's Issues; Youth Development

Phone: 617.571.0265

Fax:

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Heather Amsden

Amsden Consulting

Heather Amsden is the principal and owner of Amsden Consulting which she founded in 2007.  Heather received her B.A. from Boston University and has worked extensively in the non-profit sector for the last 20 years.  She has lived in both Washington, DC and Boston working for an array of local and national non-profit organizations including National Organization for Women, Share Our Strength and Community Servings (Boston). Her experience as a volunteer coordinator, event manager and fundraiser has informed her perspective and given her unique insight into what non-profits need to prosper and fulfill their mission. 

Heather is a member of Women in Development of Greater Boston and the Nonprofit Consultants Network. She lives in Newton, MA with her two wonderful children.

Consulting areas: Annual Campaigns; Board Development/ Governance; Business Planning; Campaign Planning/ Enhancement; Capacity Building; Capital Campaigns/ Endowment; Communications; Development/ Advancement; Event Planning; Facilitation; Fundraising/ Income Generation/ Related Planning; Grant Writing; Marketing/ Media; Needs Assessments; Organizational Assessment; Organizational Restructuring; Volunteer Management; Writing/ Editing

Focus areas: Arts, Culture, Humanities; Community Development/ Improvement; Development; Education; Gay, Lesbian, Bisexual, Transgendered; HIV/AIDS; Housing, Shelter, Homelessness; Underserved Populations; Women's Issues; Youth Development

Phone: 617-686-6855

Fax:

40 Jasset Street
Newton, MA 02458

http://amsdenconsulting.org

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David Orlinoff

Concord Financial Organization

David Orlinoff - financial consulting for nonprofits

Consulting areas: Accounting; Financial Management; Interim Executive Services

Focus areas: Aging/ Generational Issues; Agriculture, Food, Nutrition; Arts, Culture, Humanities

Phone: 978-828-6100

Fax: 781-862-4265

10002 Main Campus Drive
Lexington, MA 02421

www.1cfo.com

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Steven Smith

It's The Results, LLC

The focus of It's The Results is on Board Development: specifically, recruitment, orientation/training, and self-assessment. I work with staff and volunteer leadership to identify the nonprofit/community benefit organization's needs.  A plan is designed to meet the particular needs identified in my learning process. The approach I take is based on where the client is in that point in time: what are the board's primary needs?  What are the priorities?  What will be the best approach (retreat, training in conjunction with planned meetings?) and timetable to deliver a program that best benefits the board.

I also specialize in development/fundraising planning that delivers a diversified approach, staged to grow over time to provide achievable revenue streams for the nonprofit.

Strategic Planning is another forte: we identify and clarify needs of the nonprofit's clients, tweak/adjust the program to assure delivery of the measurable change intended, and a revenue generation plan to match.

Consulting areas: Board Development/ Governance; Capacity Building; Change Management; Development/ Advancement; Facilitation; Fundraising/ Income Generation/ Related Planning; Retreat Planning; Strategic Planning; Training

Focus areas: Community Development/ Improvement; Diversity/ Multiculturalism/ Inclusion; Health Care

Phone: 781-334-4915

Fax: NA

40 Wildewood Drive
Lynnfield, MA 01940

http://www.itstheresults.com

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Jeremy Phillips

Jeremy Phillips Consulting

Jeremy Phillips is an independent consultant who works with not-for-profit organizations and schools to bring their strengths and capacities into action. Jeremy works in partnership with clients through an affirmative and constructive lens to design and implement processes that result in the organization better living its mission and achieving its vision.

Jeremy Phillips (M. Ed.) has been a community-based and national facilitator and trainer for 20 years, consulting to hundreds of schools and not-for-profits in the process. 

Consulting areas: Board Development/ Governance; Change Management; Collaboration/ Strategic Alliances; Facilitation; Mediation/ Conflict Resolution; Organizational Development; Strategic Planning; Training

Focus areas: Community Development/ Improvement; Diversity/ Multiculturalism/ Inclusion; Education; Public Health; Youth Development

Phone: 617-899-9372

Fax:

8 Jess Street
Jamaica Plain, MA 02130

http://www.jeremyphillipsconsulting.com

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Meenakshi Verma-Agrawal, MPH

Community Consultants Collaborative

Meenakshi Verma-Agrawal started Community Consultants Collaborative in 2006. She has over 7 years of nonprofit management experience on a local and international level. She specializes in the grassroots organizations and with her MPH, focuses on health care based organizations. Experienced in strategic planning, she creates helps organizations create sustainable solutions for income generation. Ms. Verma-Agrawal also focuses on operations, management training and grant writing. She has been instrumental in helping many small Boston based nonprofits think differently about their development plans. In helping them raise funds from creative and replicable methods, Ms. Verma-Agrawal strives to work with organizations at all levels of development to achieve their formative goals. She can be reached at mverma.agrawal@gmail.com.

Consulting areas: Capacity Building; Collaboration/ Strategic Alliances; Communications; Development/ Advancement; Diversity/ Cross Cultural Awareness; Facilitation; Fundraising/ Income Generation/ Related Planning; Grant Writing; Organizational Development; Project Management; Social Entrepreneurship; Strategic Planning; Volunteer Management; Writing/ Editing

Focus areas: Agriculture, Food, Nutrition; Civil Rights, Social Action, Advocacy; Family Planning; Health Care; HIV/AIDS; Public Health; Women's Issues; Youth Development

Phone: 508-981-9091

Fax:

Boston, MA

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Jeff Katz

Jeff Katz and Associates

Jeff Katz, MPA, MSW is a senior non-profit consultant with over 25 years of experience As a consultant, Jeff specializes in organizational development, fundraising, and management. Over the past 8 years, he has raised over $8,000,000 for non-profit organizations. Jeff has taught graduate and undergraduate classes in fundraising at Northeastern University and led fundraising workshops at Harvard University, national conferences, and other locations. Most clients average over $8 in grants for every dollar invested in his services.

 Jeff’s work is informed by 15 years of experience as a highly successful Executive Director and 10 years as a consultant. Jeff brings many years of management experience, a broad perspective, and an understanding of the challenges of being an Executive Dirdctor. Jeff is a good listener and able to work well with staff, Board, and key constituents.

 In addition to his work as a non-profit consultant, Jeff is a nationally recognized child welfare expert. He led an influential national research project at Harvard, was a member of the Obama for President Child Policy team, has testified before Congress, and played a role in passing the Adoption and Safe Families Act of 1997. His November 2008 op ed in the Washington Post has led to a bi-partisan effort to reform the process of adopting children from foster care. Information about Jeff’s work in child welfare can be found at Listeningtoparents.org

Jeff has a Masters Degree in Social Work from Boston University and a Masters Degree in Public Administration from the John F. Kennedy School of Government at Harvard University.

Consulting areas: Advocacy/ Public Policy; Annual Campaigns; Capacity Building; Development/ Advancement; Fundraising/ Income Generation/ Related Planning; Grant Writing; Interim Executive Services; Interim Manager/ Program Director Services; Writing/ Editing

Focus areas: Aging/ Generational Issues; Civil Rights, Social Action, Advocacy; Development; Housing, Shelter, Homelessness; Youth Development

Phone: (617) 325-8999

Fax: (815) 366-8018

251 Temple Street
West Roxbury, MA 02132

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John Tarvin

Claremont Consulting

Claremont Consulting supports individuals and organziations to improve theri personal and collective effectiveness. Our goal is to:

• Evaluate Program Effectiveness: Validate high-performing programs and develop detailed improvement plans for underperforming ones.


• Plan for the Future: Develop comprehensive, strategic/business plans, positioning an organization for long-term success and sustainability.


• Coach Leaders: Improve their skill sets by identifying leadership gaps and creating strateges to address them, maximizing their personal effectiveness and institutional impact.


• Enhance Organizational Oversight and Governance: Ensure the highest levels of accountability.


• Resolve Challenging Situations: Find solutions to conflicts and quckly get an organization "back on track."


• Restructure an Organization: Allocate limited resources more effectively to maximize impact.


• Manage a Leadership Transition: Maximize the opportunity due to change in leadership and minimize the fallout.


• Improve Financial Operations: Create sound practices, policies, and procedures, minimizing institutional risk.

Consulting areas: Accounting; Board Development/ Governance; Business Planning; Capacity Building; Career Coaching; Change Management; Development/ Advancement; Financial Management; Grant Writing; Leadership Development/ Executive Coaching; Organizational Assessment; Organizational Development; Organizational Restructuring; Program Development/ Evaluation; Project Management; Strategic Planning

Focus areas: Arts, Culture, Humanities; Education; Philanthropy/ Grant Making; Youth Development

Phone: 617.304.8436

Fax: 617.507.8354

5 Byrne Road
Milton, MA 02186

http://www.claremontconsulting.org

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Julia Gittleman

Mendelsohn, Gittleman & Associates, LLC

Mendelsohn, Gittleman & Associates specializes in helping organizations leverage information to make sound decisions and better serve communities. The organizations, and the communities they serve, vary widely.

Focusing on Program Evaluation and Strategic Planning, we provide an array of services that help organizations to...

• Ground their work in research and best practices;
• Understand their operating environment;
• Analyze alternatives and make good choices;
• Define and agree to clear goals;
• Evaluate and continuously improve their work; and
• Operate more efficiently.

Please visit our website at www.MGAConsultants.com to learn more about us and the services we offer. There, you will also find a list of clients with whom we have worked and some sample projects that give you a sense of our approach to various challenges.

Tom Mendelsohn   &   Julia Gittleman

Consulting areas:

Focus areas:

Phone: 617-216-8163

Fax:

9 Lincoln Road
Brookline, MA 02445

www.MGAConsultants.com

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Tina Cincotti

Funding Change Training & Consulting

Funding Change Training & Consulting: Helping nonprofits building successful individual giving programs.

If your organization had more money, what would be possible?

If you build closer relationships with your supporters, you will have more money.

Funding Change can help…

Of all the money given away every year, 85% comes from individuals.  This makes individual donors your most stable and reliable source of funding – in any economy. And, we focus on relationships first and soliciting second.  This is proven to raise more money and keep donors giving over the long term.

So whether you’re a small shop starting from scratch or a multi-person development office looking to improve what you have, Funding Change is here to help you build a stronger donor fundraising program.

Here’s a brief look at Funding Change and how we can help you…

Funding Change believes fundraising is not just about asking for money.  Successful fund development is about building relationships – first and foremost.  Click here for more on our core values.

Funding Change can help you develop a fundraising plan, identify and build relationships with donors, inspire supporters to give, train new fundraisers and provide one-on-one coaching to your staff and board. Click here for more on our services.

Funding Change is owned and operated by Tina Cincotti, a veteran fund development professional with a range of non-profit experience.  Click here for more about us

Got questions?  Want more information?  Email tina@fundingchangeconsulting.com or call 617-477-4505.  You can also click here to contact us.

Consulting areas: Annual Campaigns; Board Development/ Governance; Capacity Building; Communications; Development/ Advancement; Fundraising/ Income Generation/ Related Planning; Leadership Development/ Executive Coaching; Organizational Development; Philanthropic Services; Strategic Planning; Training

Focus areas: Aging/ Generational Issues; Agriculture, Food, Nutrition; Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Disabilities; Diversity/ Multiculturalism/ Inclusion; Domestic Violence; Economic Development; Environment; Education; Family Planning; Gay, Lesbian, Bisexual, Transgendered; Health Care; HIV/AIDS; Housing, Shelter, Homelessness; Immigration; Minority Populations/ People of Color; Philanthropy/ Grant Making; Public Health; Underserved Populations; Women's Issues; Youth Development

Phone: 617-477-4505

Fax: n/a

http://www.fundingchangeconsulting.com

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Brenda Noel

Brenda Noel Consulting

Highly experienced manager, consultant and leader.  Gets results and makes a difference to deliver what is needed when it is needed with integrity and energy.    Effective working collaboratively across disciplines.  Specific expertise includes the following:

Grant writing for federal, state and private sector solicitations.

Program and staff management.

Implementation of large and small fundraising events.

Conference Coordination.

Strategic Planning/Capacity Building

Licensed Clinical Social Worker in Massachusetts 

Consulting areas: Advocacy/ Public Policy; Annual Campaigns; Capacity Building; Capital Campaigns/ Endowment; Collaboration/ Strategic Alliances; Event Planning; Facilitation; Facilities Planning; Fundraising/ Income Generation/ Related Planning; Grant Writing; Needs Assessments; Organizational Assessment; Program Development/ Evaluation; Project Management; Training; Volunteer Management

Focus areas: Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Domestic Violence; Philanthropy/ Grant Making; Underserved Populations; Women's Issues; Youth Development

Phone: 617.620.2721

Fax:

http://www.brendanoel.com

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Claudia Thompson

Claudia Thompson Consulting

Ms. Thompson has over twenty years of senior management experience in the nonprofit sector, in a variety of Executive Director, Program Director, planning and fundraising roles. She is a skilled financial and overall operations manager, with a strong track record in helping nonprofits to assess their strategic direction, define their priorities, and build an operational structure to achieve their desired outcomes. Throughout her career, she has consistently led organizational “turn-arounds.” In every case she dramatically improved program performance and delivery, balanced budgets with serious deficits, enhanced earned revenues and funds raised, reorganized staff structures, and hired exceptional new talent.

She believes that nonprofits need to continuously focus their strategic purpose, and then align their goals with their capabilities. Subsequently, excellence is achieved through an organizational culture that encourages open and creative dialog, while simultaneously ensuring clarity in the roles and responsibilities of all staff and board members. This balance empowers all and makes significant accomplishments possible. Ms. Thompson enjoys working on many issues, with a conviction that the qualities of our environment, community, culture, and relationships are all intertwined.

Education:

Harvard University Kennedy School of Government, MPA, Nonprofit Management Concentration,
Lucius N. Littauer Fellow

Rhode Island School of Design, MFA

University of Rochester, BA, Phi Beta Kappa, High Distinction, Janet Howell Clark Prize for Interdisciplinary Excellence
 

Consulting areas: Board Development/ Governance; Business Planning; Capacity Building; Change Management; Collaboration/ Strategic Alliances; Communications; Earned Income; Facilitation; Financial Management; Fundraising/ Income Generation/ Related Planning; Human Resources/ Benefits/ Compensation; Interim Executive Services; Interim Manager/ Program Director Services; Operations Management; Organizational Assessment; Organizational Development; Organizational Restructuring; Retreat Planning; Staffing (permanent and temporary); Strategic Planning; Writing/ Editing

Focus areas: Agriculture, Food, Nutrition; Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Environment; Education; Family Planning; Legal; Philanthropy/ Grant Making; Public Health; Recreation, Sports, Leisure, Athletics; Science; Women's Issues; Youth Development

Phone: 617-710-0502

Fax:

206 Lakeview Avenue
Cambridge, MA 02138

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Steve Stanton

Stanton & Associates

Business Acumen for Non-Profits

Consulting areas: Board Development/ Governance; Business Planning; Capacity Building; Change Management; Collaboration/ Strategic Alliances; Earned Income; Facilitation; Leadership Development/ Executive Coaching; Operations Management; Organizational Assessment; Organizational Development; Organizational Restructuring; Program Audit; Project Management; Retreat Planning; Strategic Planning; Technology

Focus areas: Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Economic Development; Family Planning; Health Care

Phone: 6167-795-0975

Fax:

12 Billings Park
Newton, MA 02458

http://www.stevestanton.com

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Andrea Shapiro

Andrea Shapiro Consulting

Experience and Innovation for Your Organization

~ Nonprofit and Public Management
~ Capacity Building, Resource Development and Strategic Planning
~ Affordable Housing and Community Development

Background
Andrea Shapiro provides consulting services in the areas of nonprofit and public management, strategic planning, program design and implementation, and resource development. Clients include nonprofits; municipal, state, and federal government entities; and community-based businesses. Andrea has more than 20 years of experience spanning the nonprofit, public and private sectors, including years of work with organizations in transition.

Experience
Andrea has worked as a consultant, staff member and funder in a variety of fields including homelessness, affordable housing, community and economic development, domestic violence prevention, women’s issues, immigration and immigrant services, disability issues, civil rights, anti-poverty programs, early childhood education, and more. She has worked as a management consultant in the private, public and nonprofit sectors; launched a community-based nonprofit organization; been a nonprofit CEO and a senior staff member in the nonprofit and public sectors; managed the restructuring of several departments and organizations; consulted with boards and management of nonprofits, public agencies and businesses; and served as a board member and executive committee member in various nonprofit organizations.

Andrea holds an MBA with significant course work in public management, finance, and real estate as well as a BA in psychology and sociology.

Consulting areas: Annual Campaigns; Capacity Building; Change Management; Development/ Advancement; Evaluation/ Outcomes Measurement; Event Planning; Fundraising/ Income Generation/ Related Planning; Grant Writing; Interim Executive Services; Interim Manager/ Program Director Services; Organizational Assessment; Organizational Development; Organizational Restructuring; Program Development/ Evaluation; Project Management; Strategic Planning; Survey Research/ Other Research; Writing/ Editing

Focus areas: Aging/ Generational Issues; Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Development; Disabilities; Diversity/ Multiculturalism/ Inclusion; Domestic Violence; Economic Development; Environment; Education; Housing, Shelter, Homelessness; Immigration; Mental Health; Mental Retardation; Minority Populations/ People of Color; Philanthropy/ Grant Making; Public Health; Transportation; Underserved Populations; Women's Issues; Youth Development

Phone: 617.666.0280

Fax:

P.O. Box 441328
Somerville, Massachusetts 02144

http://www.andreashapiro.org

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Gavin Murphy

Annkissam

Annkissam serves mission-driven organizations by helping them to manage their information more effectively.  Please visit our website to a full description of our company and services.

Consulting areas: Capacity Building; Earned Income; Information Systems Management; Needs Assessments; Operations Management; Project Management; Social Entrepreneurship; Technology; Volunteer Management

Focus areas: Technology

Phone: 617-401-2480

Fax: 617-507-5922

One Broadyway, 14th Floor
Cambridge, MA 02142

http://www.annkissam.com

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Ann Donner

Ann Donner Consulting

Too often, strong ideas emerge within organizations that go unexplored because of the demands of day-to-day operations.  Ann Donner works with her clients to bring those concepts to fruition.  A skilled strategist and facilitator, she has more than 20 years of experience of managing complex projects and strategic initiatives for a diverse mix of public, civic, health care, education, social service, and business organizations.

Recent Projects:

 Interim Management

• Interim Administrative Director for the Executive Leadership for Educators for the Harvard Graduate School of Education (HGSE) to establish an innovative training program for senior state and district educators with faculty from HGSE, Harvard Business School and the Kennedy School of Government funded by a $5 million Wallace Foundation grant.

 Program Development

• Through SkillWorks, provide technical assistance to three innovative workforce development partnerships: the Health Care Training Institute, Community Health Worker Initiative and Partners in Automotive Career Education

 Project Management

• Project management and program planning for HopeFound in the development and construction of a 32-bed women's Treatment Center and expanded administrative operations at the Lemuel Shattuck Hospital which opened in March of 2007.
• Owner's representative in the development of an expansion plan for the Young Achievers Science and Mathematics School , a city-wide Pilot School in Boston, in collaboration with the community development corporation Urban Edge.

Public Policy and Facilitation

• On behalf of the Massachusetts Workforce Board Association, project management and program planning for the Health Care Workforce Strategy Roundtable, bringing together legislative, workforce, education and health care industry leaders to chart a new course for health care workforce development in the Commonwealth.
• Support the ABC Urban Ring Institutional and Business Committee for A Better City a coalition of Boston's medical, educational, cultural and business communities, working to improve public transportation in a fifteen-mile long corridor ringing Greater Boston.
• Facilitator for the Massachusetts Transportation Investment Coalition, a diverse collaboration of organizations representing business, industry, planning, labor, municipal and enviromental interests working together to increase transportation infrastructure investment.

Consulting areas: Advocacy/ Public Policy; Board Development/ Governance; Business Planning; Capacity Building; Collaboration/ Strategic Alliances; Facilitation; Interim Executive Services; Interim Manager/ Program Director Services; Leadership Development/ Executive Coaching; Organizational Development; Program Development/ Evaluation; Project Management; Strategic Planning

Focus areas: Community Development/ Improvement; Economic Development; Education; Health Care; Transportation

Phone: 617-527-4337

Fax:

457 Waltham Street
West Newton, MA 02465

http://www.anndonner.com

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Laura Gassner Otting

Nonprofit Professionals Advisory Group

 The Nonprofit Professionals Advisory Group is dedicated to building the capacity of nonprofit organizations, associations, institutions of higher education, the public sector and the professionals who make them run smoothly.

We offer services for people nationwide who seek employment in the nonprofit sector -- resume writing, cover letter editing and job search consulting -- and for nonprofits themselves -- strategic hiring, search, training, planning and communications counsel.

Our consultants have backgrounds in executive search, specifically for nonprofits, as well as in the creation and management of 501(c)(3)s across the range of the sector.

We can make your job search more effective, fill an open position within your organization, and train your staff to become more strategic and efficient in the hiring process.

Consulting areas: Board Development/ Governance; Career Coaching; Executive Search; Human Resources/ Benefits/ Compensation; Leadership Development/ Executive Coaching

Focus areas: Aging/ Generational Issues; Agriculture, Food, Nutrition; Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Compliance/ Ethics; Development; Disabilities; Diversity/ Multiculturalism/ Inclusion; Domestic Violence; Economic Development; Environment; Education; Family Planning; Gay, Lesbian, Bisexual, Transgendered; Health Care; HIV/AIDS; Housing, Shelter, Homelessness; Immigration; Insurance/Risk Management; International/ Foreign Affairs; Legal; Men's Issues; Mental Health; Mental Retardation; Minority Populations/ People of Color; Philanthropy/ Grant Making; Public Health; Recreation, Sports, Leisure, Athletics; Religion, Faith-Based; Rural; Science; Substance Abuse; Technology; Transportation; Underserved Populations; Women's Issues; Youth Development

Phone: 617-527-9661

Fax: 617-527-9618

75 Summit Street
Newton, MA 02458

http://www.nonprofitprofessionals.com

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Leigh Tucker

Accounting Management Solutions

Consulting areas: Accounting

Focus areas:

Phone: 781-419-9220

Fax:

http://www.amsolutions.net

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Sam Solomon

Solomon Associates

Sam Solomon is principal of Solomon Associates, a Boston area firm providing a broad range of organizational development and fundraising services, since 1991, to the nonprofit sector, including public and human service agencies; educational, religious and cultural institutions; and advocacy and community-based organizations.  He has more than 30 years experience working with public and nonprofit organizations, including previous positions as Staff Director to the Assistant Secretary for Education in the U.S. Department of Health, Education & Welfare and Director of Intergovernmental Relations in the U.S. Department of Education during the Carter Administration; Chief of Staff to the President of the University of Massachusetts; and Director of Operations for the Combined Jewish Philanthropies, New England's largest sectarian planning and fundraising organization.

Organizational development services include strategic planning, program evaluation, board development and training, executive transition management/executive search, organizational assessment, and human resource planning.

Fund development services comprise campaign planning and management, campaign feasibilty studies, grantwriting, solicitor training, interim development staffing, promotional materials development, and communications/marketing.

Consulting areas: Annual Campaigns; Board Development/ Governance; Campaign Planning/ Enhancement; Capacity Building; Capital Campaigns/ Endowment; Change Management; Development/ Advancement; Executive Search; Facilitation; Feasibility Studies; Fundraising/ Income Generation/ Related Planning; Grant Writing; Leadership Development/ Executive Coaching; Needs Assessments; Organizational Assessment; Organizational Development; Organizational Restructuring; Philanthropic Services; Retreat Planning; Strategic Planning; Writing/ Editing

Focus areas: Arts, Culture, Humanities; Community Development/ Improvement; Development; Disabilities; Economic Development; Education; Housing, Shelter, Homelessness; Legal; Mental Health; Minority Populations/ People of Color; Philanthropy/ Grant Making; Substance Abuse; Underserved Populations; Youth Development

Phone: 617-278-9823

Fax: 617-738-0173

8 Browne Street
Brookline, MA 02446

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Ann Silverman

Ann L. Silverman Consulting

Ann L. Silverman provides consulting services in community development, planning, nonprofit management, and organizational development. She has worked with nonprofit organizations, funders, and affordable housing groups in Massachusetts, Connecticut and Rhode Island for 30 years. Ann has acted as Interim Executive Director or Transition Consultant to more than a dozen New England nonprofits. She coaches and trains Executive Directors, staff and boards on change, succession planning and leadership issues. She has assisted groups with strategic planning, executive search, program development, fundraising strategies and evaluation.

Prior to becoming a consultant, Ms. Silverman was Director of the Neighborhood Development Support Collaborative at the Boston office of the Local Initiatives Support Corporation. There she managed a nationally recognized organizational capacity building and funding program for Boston area community development corporations. Ann was a founder and the first Executive Director of the Association for Resident Control of Housing (ARCH), where she helped low income tenants groups to organize, develop and operate resident controlled housing developments. She worked as a Project Manager for affordable housing developments at the Boston Housing Authority and with the Allston Brighton Community Development Corporation.

Ann holds a B.A. in Urban Studies from Vassar College, a Master’s in City and Regional Planning from University of North Carolina at Chapel Hill, and a Master of Public Administration from the JFK School of Government at Harvard University.

Contact Ann at annlsilverman@gmail.com or at 617-901-0781.

Consulting areas: Board Development/ Governance; Business Planning; Capacity Building; Change Management; Collaboration/ Strategic Alliances; Executive Search; Facilitation; Interim Executive Services; Leadership Development/ Executive Coaching; Organizational Assessment; Organizational Development; Organizational Restructuring; Program Development/ Evaluation; Retreat Planning; Strategic Planning; Training; Writing/ Editing

Focus areas: Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Disabilities; Diversity/ Multiculturalism/ Inclusion; Economic Development; Education; Housing, Shelter, Homelessness; Immigration; Minority Populations/ People of Color; Public Health; Underserved Populations

Phone: 617-901-0781

Fax: 801-880-8019

69 Oak Avenue
Belmont, MA 02478

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Jane Bowers

McCormick Bowers Associates

McCormick Bowers Associates works for the public good by guiding nonprofits and agencies of all sizes in organizational development, resource building, board management, support for diversity and strategic planning.  We work primarily by the project, and have done so to the great advantage of many groups--and those they serve--for more than two decades.

We invite agencies to contact us at 617-536-3426, or to review our website at www.mccormickbowers.com.  You may also reach us by email at janemcba@aol.com.

See categories below for Consulting Services and Sector Focus Areas or visit the website linked below. 

Consulting areas: Advocacy/ Public Policy; Annual Campaigns; Board Development/ Governance; Capacity Building; Capital Campaigns/ Endowment; Development/ Advancement; Diversity/ Cross Cultural Awareness; Feasibility Studies; Fundraising/ Income Generation/ Related Planning; Philanthropic Services; Writing/ Editing

Focus areas: Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Development; Diversity/ Multiculturalism/ Inclusion; Economic Development; Housing, Shelter, Homelessness; Immigration; Philanthropy/ Grant Making; Public Health; Religion, Faith-Based

Phone: 617-536-3426

Fax: (call ahead)

10 Lochstead Avenue
Jamaica Plain, MA 02130

http://www.mccormickbowers.com

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Heidi Hoffman

Health Care Consulting and Management Support

Heidi L. Hoffman, MPH brings 18 years of project management, consulting, clinical operations and writing experience to her health care consulting and management support practice. She assists clients including hospitals, government agencies, community-based organizations and academic institutions to achieve their objectives through process facilitation, verbal and written presentations, grant writing and other project management services.

A detailed description of Ms. Hoffman's experience and services, as well as references and writing samples are available upon request.

Consulting areas: Facilitation; Grant Writing; Program Development/ Evaluation; Project Management

Focus areas: Aging/ Generational Issues; Civil Rights, Social Action, Advocacy; Disabilities; Diversity/ Multiculturalism/ Inclusion; Domestic Violence; Family Planning; Gay, Lesbian, Bisexual, Transgendered; Health Care; HIV/AIDS; Immigration; Men's Issues; Mental Health; Mental Retardation; Minority Populations/ People of Color; Philanthropy/ Grant Making; Public Health; Rural; Substance Abuse; Underserved Populations; Women's Issues; Youth Development

Phone: (617)720-7123

Fax: (617)830-0050

14 Beacon Street, Suite 614
Boston, MA 02108

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Ora Grodsky

Just Works Consulting

Just Works Consulting provides innovative consulting services to support individuals and organizations working for social change. Through facilitation, workshops and training, and coaching we support our clients to enhance the efficacy and impact of their working by bringing forward and building on the best of who they are and what they do.

Consulting areas: Board Development/ Governance; Capacity Building; Diversity/ Cross Cultural Awareness; Facilitation; Leadership Development/ Executive Coaching; Mediation/ Conflict Resolution; Organizational Assessment; Organizational Development; Retreat Planning; Strategic Planning

Focus areas: Agriculture, Food, Nutrition; Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Disabilities; Diversity/ Multiculturalism/ Inclusion; Environment; Education; Family Planning; Gay, Lesbian, Bisexual, Transgendered; Health Care; HIV/AIDS; Minority Populations/ People of Color; Public Health; Underserved Populations; Women's Issues; Youth Development

Phone: 617-870-5377

Fax:

67 Capitol St.
Watertown, Ma 02472

http://www.just-works.com

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Diane Gordon

Diane Gordon Consulting

Diane Gordon works with clients to achieve strategic goals, measure results, and create stronger, more resilient organizations.

Diane has 30 years of experience in nonprofit executive management, leadership, and consulting.  She specializes in strategic planning and evaluation, outcome measurement systems, staff and board development, executive coaching, and community leadership development. She works with a broad range of nonprofits and foundations, bringing the unique perspective of manager, consultant, and funder.  Having led two nonprofits, Diane has a practical approach to her work, combining a deep understanding of the practices and principles of management with the day-to-day reality of running a nonprofit.

Summary of Relevant Experience

Diane Gordon became an independent management consultant in 2005, working directly with a broad range of nonprofit organizations to build their capacity for strategic impact.  Over the past four and a half years, she has conducted numerous organizational assessments, facilitated strategic planning processes, and assisted organizations to design and implement outcome measurement systems.  Program evaluation, executive and staff coaching, board of directors development, training workshops, and grant review are among her other projects. 

Prior to launching her consulting practice, Diane served for seven years as the Executive Director of Boston-based Management Consulting Services, an organization dedicated to strengthening the capacity of nonprofit organizations. As Executive Director of MCS, she oversaw consulting services, grantmaking, and collaborative learning programs for over 300 nonprofit organizations.  MCS facilitated hundreds of organizational assessments, building the capacity of agency leadership to uncover the symptoms and causes of organizational obstacles, and develop a tailored, practical plan for greater impact.  By coordinating a network of management consultants and providing strategic grants to support organizational development, MCS built the capacity of nonprofits in a wide variety of fields, including youth development, housing, job training, arts and culture, environmental, health care, organizing and advocacy, immigrant, and human services.

Before becoming the Executive Director of MCS in 1998, Diane was National Coordinator of Resident Leadership Initiatives for the Neighborhood Reinvestment Corporation (now known as NeighborWorks America) - a position she held for over ten years.  There she created and led a nationwide effort to strengthen resident participation and leadership in nonprofit community development organizations.  She directed a project that funded, trained, and supported community organizers in cities across the country, coaching them to build grassroots members and develop leadership for the organizations.  She also initiated the Community Leadership Institutes - training programs for emerging resident leaders, and the Community Organizer Symposium - a networking and learning opportunity for community organizers nationwide.

Diane has also served as Executive Director of the Massachusetts Tenants Organization, a statewide member association that protected tenants rights through grassroots organizing, leadership development, education and advocacy, and as a community organizer for the Rhode Island based Coalition for Consumer Justice.  She is a graduate of Brown University.

For more information visit www.dianegordonconsulting.com or contact Diane Gordon at dg@dianegordonconsulting.com

Consulting areas: Board Development/ Governance; Business Planning; Capacity Building; Evaluation/ Outcomes Measurement; Facilitation; Leadership Development/ Executive Coaching; Needs Assessments; Organizational Assessment; Organizational Development; Philanthropic Services; Program Development/ Evaluation; Project Management; Retreat Planning; Strategic Planning; Training

Focus areas: Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Health Care; Housing, Shelter, Homelessness; Immigration; Philanthropy/ Grant Making; Underserved Populations; Women's Issues; Youth Development

Phone: 617-527-1281

Fax: 617-332-9636

33 Harrison Street
Newton Highlands, MA 02461

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Liz O'Connor

Strategy Matters, Inc.

Strategy Matters, Inc. is a consulting group that works with mission-driven organizations to develop creative solutions to complex problems. SMI clients are working in areas that affect whole communities; justice, safety, education, health, culture. Using custom designed approaches and instruments, SMI consultants will help to build your team, expand your resources and sharpen your strategy. Leveraging insight derived from years of experience in a many sectors, SMI consultants bring new ideas, new energy and new approaches to the challenges facing organizations in today's changing world. SMI consultants are committed to helping you build your team, expand your resources, and sharpen your strategy. We see ourselves as instrumental to your ability to meet your goals; and we take pride in helping you to achieve them.

Consulting areas: Advocacy/ Public Policy; Board Development/ Governance; Campaign Planning/ Enhancement; Capacity Building; Change Management; Collaboration/ Strategic Alliances; Communications; Development/ Advancement; Evaluation/ Outcomes Measurement; Facilitation; Feasibility Studies; Fundraising/ Income Generation/ Related Planning; Grant Writing; Leadership Development/ Executive Coaching; Marketing/ Media; Needs Assessments; Organizational Assessment; Organizational Development; Organizational Restructuring; Philanthropic Services; Program Development/ Evaluation; Public Relations; Retreat Planning; Strategic Planning; Survey Research/ Other Research; Training; Writing/ Editing

Focus areas: Arts, Culture, Humanities; Community Development/ Improvement; Domestic Violence; Economic Development; Education; Health Care; Housing, Shelter, Homelessness; Immigration; Mental Health; Minority Populations/ People of Color; Philanthropy/ Grant Making; Public Health; Recreation, Sports, Leisure, Athletics; Religion, Faith-Based; Substance Abuse; Transportation; Underserved Populations; Women's Issues; Youth Development

Phone: 617-733-2286

Fax:

22 Yale Terrace
Jamaica Plain, MA 02130

http://www.strategymatters.org

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Cindy Rowe

Rowe Resources

Rowe Resources maximizes resources for its clients by providing consulting services in the areas of fundraising, special event and conference planning, organizing for legislative advocacy, and long and short-term management issues involving staff, board members, and other volunteers.  CindyRowe, Principal of Rowe Resources, has worked for over 15 years with non-profit oganizations, government agencies, and political campaigns.  She received her undergraduate degree from Harvard College, and her J.D. from Boston College Law School.

Consulting areas: Advocacy/ Public Policy; Annual Campaigns; Board Development/ Governance; Campaign Planning/ Enhancement; Development/ Advancement; Event Planning; Fundraising/ Income Generation/ Related Planning; Project Management; Retreat Planning; Staffing (permanent and temporary); Volunteer Management

Focus areas: Civil Rights, Social Action, Advocacy; Housing, Shelter, Homelessness; Religion, Faith-Based

Phone: 617-742-1836

Fax:

Boston, MA

http://www.roweresources.com

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Tom Mendelsohn

Mendelsohn, Gittleman & Associates, LLC

Mendelsohn, Gittleman & Associates specializes in helping organizations leverage information to make sound decisions and better serve communities. The organizations, and the communities they serve, vary widely.

Focusing on Program Evaluation and Strategic Planning, we provide an array of services that help organizations to...

• Ground their work in research and best practices;
• Understand their operating environment;
• Analyze alternatives and make good choices;
• Define and agree to clear goals;
• Evaluate and continuously improve their work; and
• Operate more efficiently.

Please visit our website at www.MGAConsultants.com to learn more about us and the services we offer. There, you will also find a list of clients with whom we have worked and some sample projects that give you a sense of our approach to various challenges.

Tom Mendelsohn   &   Julia Gittleman

Consulting areas: Board Development/ Governance; Business Planning; Capacity Building; Change Management; Collaboration/ Strategic Alliances; Evaluation/ Outcomes Measurement; Facilitation; Feasibility Studies; Financial Management; Information Systems Management; Leadership Development/ Executive Coaching; Needs Assessments; Organizational Assessment; Organizational Development; Organizational Restructuring; Program Audit; Program Development/ Evaluation; Retreat Planning; Strategic Planning; Survey Research/ Other Research; Technology

Focus areas: Arts, Culture, Humanities; Environment; Education; Health Care; Men's Issues; Substance Abuse; Technology; Underserved Populations; Women's Issues; Youth Development

Phone:

Fax:

http://www.MGAConsultants.com

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Lois Lindauer

Lois L. Lindauer Searches, LLC

Lois L. Lindauer Searches is one of only a handful of search firms solely dedicated to the recruitment of development and institutional advancement professionals.  One hundred percent of the firm's resources are devoted to building the contacts and knowledge base that help clients succeed in fundraising's complex, and extremely competitive, hiring environment.  Launched in 1997 to serve nonprofits in the Boston area, the LLLS client roster encompasses institutions from California to New York and includes America's leading colleges, universities, medical centers, and cultural organizations.   

Consulting areas: Executive Search

Focus areas: Development

Phone: 617-262-1102

Fax: 617-262-1106

437 Boylston Street
Boston, MA 02116

http://www.lllsearches.com

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Kenny Weill

K. Weill Consulting

K. Weill Consulting provides non-profit organizations with targeted services designed to strengthen their operations and programs.

• We work with Integrity, providing honest, cost-effective service and open communication.
• We work with Compassion. Drawing from our own substantial experience in the non-profit world, our goal is to share in your mission. We understand the external and internal challenges you may be facing, and will provide you with flexible, personalized service to address those challenges head-on.
• We achieve Results. We will engage with you in a collaborative process to ensure we are on track to achieve stated goals within stated timeframes. You will receive a high return on your investment in our services.

Consultants Kenny Weill and Jessie Williams-Reynoso have a combined 30+ years experience working in or with non-profit organizations.  Our services are results-oriented and tailored to meet the unique needs of each client. 

Services

• Grantsmanship, including funder prospect research, grant writing, budget development and grant training
• Program development and operations
• Research, including literature reviews, needs assessments and best practices
• Writing and editing services
• Program evaluation

Consulting areas: Capacity Building; Capital Campaigns/ Endowment; Communications; Evaluation/ Outcomes Measurement; Fundraising/ Income Generation/ Related Planning; Grant Writing; Needs Assessments; Operations Management; Program Development/ Evaluation; Survey Research/ Other Research; Writing/ Editing

Focus areas: Aging/ Generational Issues; Agriculture, Food, Nutrition; Arts, Culture, Humanities; Community Development/ Improvement; Disabilities; Economic Development; Environment; Education; Health Care; HIV/AIDS; Housing, Shelter, Homelessness; Immigration; Mental Health; Minority Populations/ People of Color; Public Health; Recreation, Sports, Leisure, Athletics; Science; Substance Abuse; Underserved Populations; Youth Development

Phone: 617-680-2672

Fax: 617-232-1577

http://www.kweillconsulting.com

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Gordon Gottlieb

TDC

Gordon Gottlieb is a Program Director at TDC, a nonprofit consulting and training firm in Boston that serves nonprofit clients throughout New England.  He has been with TDC since December 1996, serving both as a human resource/OD consultant and as program director of TDC Training, a public training program designed to serve the needs of nonprofit staff, boards and volunteers.

His consulting work at TDC focuses on the human resource and board development needs of diverse nonprofit organizations, encompassing technical assistance, coaching and training. Current and recent projects include:

·        Developing and leading a multi-week leadership training program for middle managers at the Newport Partnership for Families (Newport, RI) and Fenway Health Center (Boston);

·        Conducting a benefit and salary survey for the Conservation Law Foundation (Boston, Mass,);

·       Providing one-on-one coaching services to senior managers at the Health Care for All (Boston, Mass.), Sociedad Latina (Roxbury, Mass.); and the Neighborhood Development Corporation of Jamaica Plain (Jamaica Plain, Mass.);

·        Providing on-going human resource technical assistance—personnel policy drafting; development of evaluation procedures; handling sensitive employee relations issues; coaching Executive Director and staff—for Teen Voices (Boston, Mass.), the Hyde Square Task Force (Jamaica Plain, Mass.) and Root Capital (Cambridge, Mass.); and

·        Analyzing the human resources function at Brockton Area Multi-Services Inc. (Brockton, Mass.) and Optimus Health Care (Bridgeport, Conn.).

Mr. Gottlieb is a frequent presenter at conferences and events, including the Association of Fundraising Professionals annual conference, the Massachusetts Council of Human Service Providers conference, and the Massachusetts Alliance on Teen Pregnancy.

Previously Mr. Gottlieb held human resource manager positions with the Unitarian Universalist Service Committee and Northeastern University.   He holds a Bachelor of Arts from Tufts University and a Master’s in Management (Human Resources

concentration) from Lesley College.  For ten years, he was a member of the board of directors of the Women’s Lunch Place, a daytime shelter for poor and homeless women in Boston, and served on their Personnel, Governance and Executive Committees.

His professional affiliations include the Consultants Network for Excellence in Nonprofits (CNEN) and the Society of Human Resource Management (SHRM).  He is a Guest Lecturer at Northeastern University’s School of Professional and Continuing Studies.

Consulting areas: Board Development/ Governance; Executive Search; Human Resources/ Benefits/ Compensation; Leadership Development/ Executive Coaching; Organizational Assessment; Organizational Development; Organizational Restructuring; Training

Focus areas: Aging/ Generational Issues; Agriculture, Food, Nutrition; Arts, Culture, Humanities; Civil Rights, Social Action, Advocacy; Community Development/ Improvement; Disabilities; Diversity/ Multiculturalism/ Inclusion; Domestic Violence; Economic Development; Environment; Education; Family Planning; Gay, Lesbian, Bisexual, Transgendered; Health Care; HIV/AIDS; Housing, Shelter, Homelessness; Immigration; Insurance/Risk Management; International/ Foreign Affairs; Men's Issues; Mental Health; Mental Retardation; Minority Populations/ People of Color; Philanthropy/ Grant Making; Public Health; Substance Abuse; Transportation; Underserved Populations; Women's Issues; Youth Development

Phone: 617-728-9151 x224

Fax: 617-728-9138

31 Milk Street Suite 310
Boston, MA 02109

http://www.tdcorp.org

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Jamie Folsom

Gilead Brook Web Consulting LLC

Web Consulting

Consulting areas: Marketing/ Media; Technology; Training; Web Design

Focus areas: Arts, Culture, Humanities; Community Development/ Improvement; Environment; Education; Housing, Shelter, Homelessness; International/ Foreign Affairs; Technology

Phone:

Fax:

http://gileadbrook.com/

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