Who we are

Our people

Each of our specialist consultants has experience in the philanthropic sector, whether it is in raising in US$1 million-plus gifts from philanthropic donors, or working with philanthropists to realise projects of US$1 million or more. Our team come from diverse cultural backgrounds and have worked on the ground in the UK, North America, Asia, the Middle East, Australia and continental Europe setting up programmes that help non-profit organisations and philanthropists to achieve their long-term aspirations.

Ben Morton Wright
Uta Hope
Guy Mallabone, CFRE
Nick Jaffer
Paula Marshall
Jane Joo Park

Ben Morton Wright

Ben Morton Wright

Ben Morton Wright founded Global Philanthropic in 2002. He has supervised the establishment of Global Philanthropic operations in the UK, Australia, Hong Kong and Canada. As Group CEO, Mr Morton Wright has gained recognition as a major gift strategist, an expert in structuring international campaigns and a specialist on higher education and Asian philanthropy.

Since founding the Group in 2002, Mr Morton Wright has served as senior strategy consultant to, amongst others, the London School of Economics; St Andrews University; Trinity College, Cambridge; St John’s College, Oxford; the United Nations Foundation; the University of Hull; the STARS Foundation; Institute for Cancer Research; Aquaculture Stewardship Council; the Birmingham Royal Ballet; King’s College London; Sussex University; FIP Foundation; Protimos; York St John University; UNICEF UK, and a number of other organisations around the world.

Currently, Mr Morton Wright advises a number of private individuals and philanthropists around the world to develop meaningful philanthropic strategies. He has been acknowledged as an expert on Asian philanthropy.

Mr Morton Wright is a member of the UK Institute of Directors and was elected a Fellow of the Royal Society of Arts. He is also a member of the Royal Automobile Club and regularly speaks on philanthropic issues and trends around the world. Ben also co-authored ‘Talking Philanthropy. Volume 1’ book which was published in 2017.

Uta Hope

Uta Hope is a highly experienced fundraiser who has been in the field for 20 years. She has a particularly strong affinity with and knowledge of health and disability charities. Her current clients at Global Philanthropic include the University of Birmingham and PDSA, the People’s Dispensary for Sick Animals, one of the oldest and largest animal charities in the UK.

Uta is originally from Germany with an MA from the University of Bonn. She has spent most of her professional life in the UK, with a stint in Montreal, Canada as Development Director for a paediatric research foundation. In 2012, she set up the international campaign for a new Defence and National Rehabilitation Centre, led by the Duke of Westminster, with an overall target of £300 million.

While she has managed large teams and broad fundraising portfolios, and has created and delivered fundraising strategies, her strength lies in securing six to seven figure gifts from companies and individuals. Twice in her career, as Director of Fundraising and Communications, Uta has re-branded charities: Combat Stress in 2013 and Elizabeth Finn Care (formerly the Distressed Gentlefolk Aid Association) in 2005. She is adept at dealing with the media and is an experienced public speaker. She is bi-lingual in German and English and can converse in French.

Uta has recently joined Stoll, the Veterans’ housing and support charity as a Trustee, and as a member of their fundraising committee.

Guy Mallabone, CFRE

Guy Mallabone, CFRE

Guy Mallabone joined Global Philanthropic in 2010 as President & CEO of Global Philanthropic, Inc in Canada. He has spent 34 years as a fund development professional and administrator. After launching his career as an arts administrator for provincial and national organizations in 1980 (Alberta Band Association and Canadian Band Association), he moved on to serve as the Director of Fund Development for the Canadian Red Cross Society (Alberta-NWT Division). During his tenure at the Red Cross, Guy assumed increasingly senior positions within the organisation including a posting as Deputy Officer-in-Charge of the gift-in-Kind program established on-site for the 1994 Los Angeles earthquake.

Guy continued to assume senior fundraising and administrative positions in the non-profit sector, culminating in his appointment in 1995 as Director of Development at the University of Alberta. In this position, he led institutional fundraising initiatives and served as the Chief Operating Officer for the It Makes Sense fundraising campaign. At the time of launch in 1996, the campaign had a goal of $144.65 million, making it the fourth largest capital campaign in Canadian history. This campaign concluded in 1999 successfully raising over $190 million.

In 1999, Guy was appointed to the Southern Alberta Institute of Technology (SAIT) as the Vice President of External Relations and Chief Development Officer, positions he held until his departure in July, 2010. As the founding Vice President of External Relations at the institute, Guy was a chief architect of SAIT’s $80 million Invest in Technology fundraising campaign, the largest campaign in SAIT’s history and the largest for any technical institute in Canada. This campaign concluded on June 30, 2005, and raised over 83 million dollars. Guy served as the Chief Development Officer at SAIT, responsible for their current $75 million Promising Futures campaign, a brick-and-mortar campaign to raise funds for the new Trade and Technology Complex. During Guy’s tenure at SAIT Polytechnic, the institution attracted the largest and second largest gifts made by individuals to a Canadian College or Polytechnical institute in Canadian history (CDN $15 million and CDN $10 million respectfully).

Guy’s fundraising experience is extensive and, in addition to his appointments at the Canadian Red Cross Society, University of Alberta, and SAIT Polytechnic, he has consulted for many non-profit agencies and organizations in Canada and internationally. Guy was recognized in 1999 as the Outstanding Fundraising Executive of the Year by the Edmonton & Area Chapter of the Association of Fundraising Professionals, and recently as one of Calgary’s 20 Most Compelling Calgarians (Calgary Herald, January 1, 2009) and 50 Most Influential People (Alberta Venture Magazine, July 7, 2009).

Nick Jaffer

Nick Jaffer

A recognised major gift and integrated fundraising expert, Nick has built a strong track record over 27 years in Canada and Australia working with philanthropists, boards, senior executives and fundraisers to help non-profit organisations achieve their mission.

Nick began his career in Canada, working with organisations including the Leukaemia Research Fund, Aga Khan Foundation and the Alberta Lung Association. He served as Manager, Annual Giving and Senior Development Officer at the University of Alberta during its milestone $193million campaign – at the time the third largest university campaign in Canadian history.

Nick moved to Australia in 2001 to become the Director, Foundation & Alumni Relations at Curtin University in Perth and in 2005 joined the University of Sydney as Director of Development. In this role, Nick directed the University-wide fund raising program, including prospect development, annual giving, major gifts, planned giving, and donor relations. He also oversaw campaign efforts for the faculties of Law, Pharmacy, Medicine and Graduate Studies. Under his leadership, the team tripled the number of donors and grew annual fundraising revenues from $20 million to $75 million per year leading into the University’s current $750million Inspired Campaign.

A Fellow of Educate Plus, Nick is a contributing author to the bestselling “Excellence in Fundraising in Canada”. He has been recognised with awards from CASE (Council for the Advancement and Support of Education), the Canadian Council for the Advancement of Education and the Alberta Association of Fund Raising Executives, and he has presented at workshops and conferences across the world.

Nick is a Non-Executive Director of the Australian Theatre for Young People and Fundraising Institute of Australia (NSW) and has also served on boards for the Association of Fundraising Professionals, Leukaemia Research Fund, University of Alberta School of Business, and Edmonton Chamber of Commerce.

Leading Global Philanthropic’s Asia Pacific operations, Nick has worked with clients in the education, health and medical research, arts and culture, public policy and community services sectors including the Australian National University, Hong Kong International School, St Peter’s College, South Western Sydney Local Health District, Sydney Symphony and National Library of Australia amongst others.

Paula Marshall

Paula Marshall

With over 20 years’ experience in philanthropic fundraising Paula Marshall is an expert in developing and delivering high value funding plans.

With an eye for detail and a focus on strategic and practical outputs, Paula creates strategies that advance institutions’ core missions and catalyse meaningful relationships with trustees, stakeholders and volunteer fundraising leaders.

Since joining Global Philanthropic in 2007 as a senior consultant and she had led the Global’s specialist advisory services for high-net-worth individuals (HNWI), crafting detailed and effective philanthropic giving strategies. She has worked with clients across a range of sectors and across continents, including: Birmingham Royal Ballet, University of Birmingham, the British Library, Royal Marsden Hospital, University of Liverpool, Banff Art Centre (Canada), University of Pretoria (South Africa) and the YMCA Greater Toronto (Canada). Paula’s expertise in strategic fundraising and development is primarily focussed on higher education,the arts and healthcare.

Prior to joining Global Philanthropic Paula headed the trusts and foundations program at the London School of Economics, where built strategic relationships with a n extensive list of UK, US and German foundations, garnering support for capital, research and student activities as part of the institution’s £100 million campaign.

Whilst living in the USA, Paula led the fundraising team at the Wharton Centre for Performing Arts, Michigan State University, in her capacity as Director of Development.  There she managed strategic plans covering annual giving, corporate sponsorship, foundation, major/deferred giving, and special events programmes, as well as heading the volunteer advisory board . During her time she also secured the centre’s largest cash gift, which was given completely unrestricted.

Other notable fundraising posts that Paula has held include the University of Detroit and Detroit Public Television, the seventh largest public television market in the US. Whilst with the station Paula managed the corporate sponsorship and fundraising program, and worked closely with a number of senior level volunteers from top US companies including Ford, General Motors and Chrysler. Additionally Paula has experience recruiting for development leadership roles with Richmond Associates, a recruitment consultancy which specialist in senior development roles within leading arts and education.   Whilst working with Richmond Paula advised organisations including Tate, St John’s College, Oxford and the National Galleries of Scotland on fundraising management issues.

In 1998, Paula came to the UK to earn her MSc in Voluntary Sector Organisation from the London School of Economics. Her dissertation compared UK non-profit board member fundraising roles with US non-profit board membership expectations of leadership giving and active fundraising. Her BA is from the University of Michigan.

Jane Joo Park

Jane Joo Park

Based in Germany, Jane Joo Park is an international fundraiser who has worked with a variety of clients including universities and colleges, associations, and small and large non-profits in strategically aligning their philanthropic ambitions in new fundraising landscapes.

Jane has developed a wide breadth of experience including major gifts, foundation and government relations, and campaigns in the United States, United Kingdom and Germany. At the Wolf Trap Foundation for the Performing Arts, she was responsible for raising the initial leadership grants of Wolf Trap’s first capital campaign and developed new initiatives with her programming colleagues securing several six and seven-figure multi-year grants. While living in the Washington, DC area at this time, she served as a Board member of several non-profit organisations including the Washington Coalition for Comfort Women Issues.

As a major gifts officer at the London School of Economics, Jane managed a portfolio of prospects based primarily in the banking and finance industry, as well as with alumni in Germany and South Korea. She worked closely with the school leadership and the Department of Economics in designing and implementing a strategy of institutional significance during the LSE’s first campaign.

Jane is regularly invited to speak as an expert in the practice of fundraising both in English and German. She has also edited the award-winning volume on international fundraising, Across Frontiers: New International Perspectives on Educational Fundraising published by CASE.

Jane is a volunteer mentor with Werden hilft!, her neighbourhood social services organisation to support newly arrived refugees in Germany. She also regularly volunteers as class Reunion and Annual Fund chair for Bryn Mawr College where she received her bachelors degree in history and East Asian Studies. Jane completed her masters in Comparative Politics with honours at the London School of Economics and also attended Groton School. She is fluent in German and proficient in Korean.

 

Pam Davis
Rosemary Nuamah Williams
Andy Donnelly
Anna Barefoot
Romans Matulevics
Seymour Banks

Pam Davis

Dr Pamela Davis, senior consultant, is considered a pioneer in the field of high-value fundraising, and a champion of philanthropic collaboration. Originally from America, with a PhD from Cambridge University, she has a particular affinity for funding programmes designed to benefit higher education and the environment.

Pam comes to Global Philanthropic with over 20 years experience in building powerful fundraising teams and global partnerships. Most recently, as Director of Development for the RSPB, she was responsible for creating, nurturing and implementing a series of firsts for the organisation: their first high-value fundraising programme; their first ethical gifts acceptance policy and procedure; their first seven-figure gift.  As part of her role with RSPB, she helped establish the organisation’s first major gift fundraising initiative in Kenya.

As Director of Development at ARK she led the reorganisation of the Development Team, shaping new fundraising strategies and adapting event-led fundraising to one focused on donor values.

Prior to that, Pam was brought in as Head of Fundraising at the Cambridge University Development Office, to recruit and lead the fundraising team for the University’s historic 800th Anniversary Campaign. This was an ambitious and innovative programme for a British institution, the first of its kind in the UK. The target for the campaign was £1 billion; working in close collaboration with senior leadership at the University, Pam and her Development team and the Colleges surpassed the £1 billion target two years ahead of schedule.

Pam founded and subsequently taught the MBA Fundraising course at the University of Cambridge Judge Business School and is a guest lecturer on strategic fundraising for the MPhil Conservation Leadership course at the Cambridge Conservation Campus. 

Rosemary Nuamah Williams

Rosemary brings first-class research and strategic analysis skills, superb writing skills (enabling her to develop compelling narratives for use in cases of support, envisoning studies and other donor-related communications) and people focused, results-oriented partnership and skills.

Rosemary is a seasoned international policy and government relations specialist with more than 15 years’ experience working in UK politics and with government, for the United Nations, based in New York with global travel, and for charities and foundations in policy and advocacy roles.

For nearly five years, Rosemary worked as Senior Policy Analyst for The Elders, a group of global leaders working on conflict resolution and human rights, brought together by Nelson Mandela and chaired by Archbishop Desmond Tutu and currently Kofi Annan. Rosemary created and implemented private and public advocacy strategies on a range of conflict and crisis issues around the world. Co-founded and supported by business leaders and philanthropists Sir Richard Branson and Peter Gabriel, Rosemary saw first-hand the power and potential of philanthropic giving to help address local and global challenges. Rosemary is accustomed to engaging with philanthropists and high profile individuals and enjoys utilising her skills, UK and global experience, and networks to help attract funding for important causes.

Prior to working for The Elders, Rosemary was Policy Adviser and Speechwriter to two successive heads of the United Nations Development Programme (third highest official in the UN System) for nearly six years, based in New York with extensive global travel.

Rosemary has also worked in politics as a policy officer in London, responsible for policy research, policy development and liaison with the UK Government. She was Ministerial Speechwriter at the Foreign and Commonwealth Office before moving to New York.

Rosemary has a strong background in public policy, political science and international relations, with a BA (Hons) in British Politics and an MA in International Relations from the University of Nottingham.

Andy Donnelly

Andrew is a marine scientist turned development professional with 17 years experience generating funding for science, education and conservation programmes. Specialising in the intersection of philanthropy and cross sector partnerships, he has worked with some of the world’s largest companies including Rio Tinto, HSBC, BHP Billiton and Shell.

A passionate science communicator Andrew’s early marine research and consultancy career lead him into international conservation as Senior Scientist with JNCC, the body responsible for advising the UK Government on its overseas conservation policy. Swapping the North Sea for the Great Barrier Reef and Australian Outback in 2001, he subsequently established the Australian Museum’s portfolio of partnerships becoming a recognised and accredited partnership broker.

For the next decade Andrew worked with philanthropists, corporates and not for profit organisations in Australia and South East Asia, developing programmes for environmental and social outcomes. Winning national and international recognition, programmes such as BHP Billiton-CSIRO-Earthwatch’s Bushblitz and Shell-Earthwatch’s TeachWild re-examined the boundaries around philanthropy and cross sector relationships. A skilled facilitator and trainer, during this period he married his communication skills with an understanding of fundraising to develop and deliver a series of courses in this area for corporate, government and not-for-profit clients.

Returning to the UK with a young family Andrew was pivotal in establishing the Cambridge Science Centre as Cambridge’s premiere science education and outreach facility. As Head of Development he worked closely with the Cambridge philanthropic community and the corporate technology and life sciences cluster to fund the Centre. It grew from a proof of concept in 2013 into an organisation capable of changing how the museum sector delivers education in the UK and beyond.

Currently focussing on fundraising for Galapagos Islands based programmes. Andrew retains his love of science communication. Despite many fundraising highs and programme awards, his most cherished work remains time spent in the field filming and scripting with Sir David Attenborough.

 

Anna Barefoot

With almost two decades’ fundraising and management experience ranging across diverse fields, from medical research to international development to higher education, Anna has an exceptional track record in securing six- and seven-figure donations and grants; developing successful, sustainable fundraising strategies; and leading teams to smash ambitious targets.

Anna set up the major giving programmes at WaterAid and Cass Business School, and more recently established from scratch the major giving team at blood cancer charity Anthony Nolan, growing income from £125k to £2.5m over five years. She has recently moved into consultancy and brings with her all this knowledge and experience, coupled with a friendly, focused and unflappable approach. 

In the course of her career, Anna has delivered fundraising training workshops to local NGOs in Tanzania, hosted the Lord Mayor of London at high-level receptions in Kazakhstan and Thailand, met with government ministers in Borneo, and escorted multi-millionaire donors to some remote and memorable corners of various sub-Saharan African countries. She speaks French and German as well as rusty Spanish, Malay and Kiswahili. These days, Anna is based in a small village in Cambridgeshire and continues to work with clients across the UK and internationally.

Romans Matulevics

Romans joined Global Philanthropic in November 2016 and since then has been helping with the operational side of the business.

Romans is originally from Latvia but has spent last 5 years in the UK studying. He has a BA Hons in Politics and Economics from Lancaster University and an MSc in Management from Cass Business School. He has international working experience, having worked in Latvia, China and UK.

Romans speaks Latvian, English and Russian.

Seymour Banks

Seymour Banks has 20 years of investment and hedge fund experience. He qualified in 1994 as a Chartered Accountant at Coopers & Lybrand where he specialised in the investment management industry. From 1996–2002 he worked at Barclays Global Investors where he helped build a billion dollar European hedge fund business, including long-short equity, macro and fund of hedge fund products.

In 2003 he became Managing Director of Signet Capital Management Ltd. In 2013 he left Signet and joined Hyde Park Investment as a non-executive Director.

Bruce R. Salzer
Valerio Melandri
Giulia Corinaldi
Malcolm Hutton
Martin Haigh
Deborah Hennig

Bruce R. Salzer

Bruce Salzer is a proven business leader with an accomplished background across the United States, Japan and Hong Kong in sophisticated international financial services with experience and interest in CSR/ charity fundraising. He brings with him particular skills in client relationship development, CRM, as well as creative and innovative business marketing and project management to achieve sustainable leadership positions.

While originally from Florida in the United States, for the last 15 years he has lived in Hong Kong and Tokyo. In his roles he has worked closely with clients in both North and Southeast Asia, from Australia to Pakistan.

Since 2004 Bruce has been Managing Director, Head of Corporate Access in Asia Pacific for JP Morgan, Standard Chartered and most recently Jefferies. In these roles Bruce worked with highest levels of corporate leadership as well as senior institutional investors connecting the two parties to mutual benefit. Actively pursuing a corporate access strategy positions a company to succeed with the investment community throughout various market conditions. Keeping investors informed improves a company’s credibility, while increasing liquidity, which in turn lowers the cost of capital and improves a company’s market value. Bruce has been a market leader in this space across Asia and has successfully lead the development and on-going management of programs including roadshows, investor tours, and flagship conferences around the world.

Bruce is a keen fundraiser in the charitable and philanthropic space. He was a member of the team that built the first Clinton Global Initiative (‘CGI”) conference outside of the U.S. The Clinton Global Initiative is flagship event of the non-partisan William J. Clinton Foundation. CGI brings together global leaders to devise and implement innovative solutions to some of the world’s more pressing challenges. The three day event was held in Hong Kong from December 1-3, 2008. The event hosted by President Bill Clinton included participation by 500 world leaders, corporate heads, non-governmental organizations, and other dignitaries and raised over 180 million USD.

Bruce is currently head of the fundraising committee for Hedge Fund Cares in Hong Kong, helping to raise funds for the prevention & treatment of child abuse in Asia. He is also a fundraising committee member for Premiere Performances, Hong Kong which brings world class chamber music to Hong Kong.

When he lived in Austin, Texas, he founded and lead a New Year’s Eve Benefit Gala in 1996 and 1997 raising over 100,000 USD for Christopher House AIDS Hospice. Among other volunteer positions he also lead Octopus Club charitable group for AIDS Services of Austin hosting small and large fundraisers and leading efforts of others to raise funds for the organization.   Bruce for many years was a member of the committee that hosted the Human Rights Campaign Austin Black Tie events and other fundraisers.

Bruce has his M.B.A. from the Graduate School of Business, University of Texas at Austin and his B.A. in Economics and Business Administration from Vanderbilt University in Nashville, Tennessee.

Valerio Melandri

Valerio Melandri is a consultant, trainer, and educator in fundraising. He is a professor at the University of Bologna, teaching The Principles and Techniques of Fundraising at the Faculty of Economics in Forlì, and is director of the Masters program in Fundraising at the University of Bologna.

Melandri was a pioneer, the first professor to have taught the discipline of fundraising in a degree program at an Italian university. He is one of the leading authorities in the field of Italian fundraising. He is the founder and president of the Philanthropy Research Centre, a center for research, training, and consultancy based at the Faculty of Economics in Forlì (University of Bologna). He has published various books on philanthropy and is the creator and promoter of the first Italian internet portal and blog on fundraising.

Since 2013, he has been a Visiting Professor at Columbia University’s School of International and Public Affairs (SIPA) teaching International Principles and Techiniques of Fundraising. He was a member of the editorial board of the monthly journal Third Sector – Il Sole 24 Ore and has been included in the monthly journal Class as one of the 200 most influential young Italians in the country. Melandri is chairman of the organizing committee for the Fundraising Festival, the largest Italian event on fundraising and among the most attended in the world. He carries out consultancy and training in Italy and abroad, with organizations of all types (environmental protection, culture, religion, health, cooperation, sports, and more) and sizes (from small Italian nonprofit organizations to large international ones).

He has participated in over 40 national and international conferences over the past year, presenting in Italian or English.

Giulia Corinaldi

Giulia Corinaldi was the fourth employee of the Cherie Blair Foundation for Women and played a pivotal role starting and growing this not-for-profit start up into a global brand.  As Mentoring Programme Director she founded and pioneered an innovative, Google-built online platform that crosses borders to reach entrepreneurs around the world.  She then led the Foundation as Chief Executive Officer for an interim period.  In all her different positions and especially as Strategy Director she worked very closely with the management team, Trustees and Founder to develop the Foundation’s strategy and overall growth plans as well as strong partnerships with private individuals, institutions and corporate donors.

Giulia is truly passionate about women’s empowerment, entrepreneurship and technology and has built global, high profile, cross-sector partnerships in these spaces.  Giulia also served as The Women’s Working Group Chair for the Aspen Network of Development Entrepreneurs.

Giulia completed her Masters in International Development at SOAS and studied at Science-Po in Paris for a semester during her undergraduate studies at the University of Milano-Bicocca in Italy.  After 11 years in London, she is now based in Paris again, working as an independent consultant and further developing her European networks.

Learn more about Giulia and her work in raising awareness and advocating for women’s rights:

Malcolm Hutton

Malcolm Hutton has a vast amount of experience in the financial sector and became a Director of Global Philanthropic in February 2003. He retired as a Senior Director of Bell Lawrie White (subsidiary of Brewin Dolphin Holdings Plc) in 2001. Prior to that his impressive career has included posts as a Senior Director at Allied Provincial Securities Ltd, many years as a Partner at Parsons & Co (later to merge to become Allied Provincial) and previously at Abercromby & Stott. Malcolm Hutton is also involved with a number of other appointments including: Former General Commissioner of Income Tax (Aberdeen and Kincardine Divison); Trustee of the University of Aberdeen Development Trust and various other charitable organizations.

Martin Haigh

Martin was an early investor in Global Philanthropic. Martin’s career in stockbroking lasted twenty years and saw him head up trading teams dealing in the emerging equity markets of South America and Asia for some of the worlds largest institutional brokers such as Banco Santander, Merrill Lynch, Cazenove and Standard Chartered. Martin has lived in London, New York, Buenos Aires and Hong Kong.

Martin is an active supporter of various social, charitable and community initiatives and has combined this passion with his banking background to become a full time serial social enterprise investor.

Deborah Hennig

Deborah Hennig is a not-for-profit communications professional with extensive experience in strategic planning, marketing and project management. Her expertise positions her to quickly assess the status of an organization, identify strengths and opportunities and determine effective strategies for moving projects forward.

Following several years working in marketing and media relations for major performing arts organizations across Canada, Deborah established her own consultancy in 1999. Deborah then undertook a range of projects from the arts and cultural-heritage sectors to workplace health and regional and federal governments.

Professional highlights include her work as Senior Marketing Consultant for Canada’s National Arts Centre Orchestra where she focused on patron acquisition, retention and audience engagement strategies. She served as Executive Director of the Governor General’s Performing Arts Awards Foundation, managing a partnership of national stakeholders and developing communications strategies that maximized resources of all partners to enhance the national profile of the awards. She has designed and facilitated strategic planning processes for a variety of organizations and has been called upon frequently as a capacity-building consultant in fund-development, marketing and organizational effectiveness.

Deborah moved to Hong Kong in July 2014 and re-established her consultancy there a year later. She has since served as Director of Marketing for the Hong Kong Philharmonic Orchestra and as marketing consultant to Premiere Performances of Hong Kong, the main presenter of recitals and chamber music in Hong Kong.

Deborah believes strongly that strategic planning and clear communications are essential to successful outcomes. She works with clients who are seeking new sources of funding, greater profile and launching new programs.

 

Clarissa McCoid
Ember Deitz Goldstein
Karen Van Sacker
Ibrahim Inayatali, B.Eng., MBA
John Bouza, CFRE
Lisa Lai

Clarissa McCoid

Clarissa has over 20 years’ experience in securing private and public funding within the Australian not for profit, government and private sectors. She is well known for her innovative thinking and systematic approach to philanthropy and fundraising.

Having gained recognition as a young entrepreneur in the public art and theatre design industries in the build up to the 2000 Sydney Olympic Games, Clarissa has enjoyed a successful career in the Australian arts industry as practitioner and senior bureaucrat. She worked as Resident Designer for the Darwin Theatre Company and as Founding Director of the Blacktown Arts Centre, fostering contemporary arts development with NSW’s largest population of Aboriginal people and multicultural communities.  She subsequently held the roles of Arts and Cultural Development Broker for Arts NSW in partnership with the NSW Premiers Department, and Strategic Programs Manager at Bundanon Trust.

Clarissa moved to Hobart in 2012 to serve as Fundraising and Engagement Manager for the dynamic not-for-profit, the Tasmanian Land Conservancy (TLC). During her time with the TLC, Clarissa significantly increased fundraising through annual land acquisition campaigns and the growth of the TLC Foundation endowment fund. Clarissa directed a dynamic team across all aspects of fundraising, including philanthropic strategy, regular giving, major gifts, donor relations and bequests. Under her stewardship, the organisation’s average fundraising cost ratio remained stable at 6%.

Her expertise in philanthropy, the arts and the natural environment saw her manage The Skullbone Experiment, a targeted linkage partnership that gained national and international media coverage, and cultivated a new donor base for the TLC.

Clarissa now consults as a donor relations expert to the Tasmanian Land Conservancy.  She has recently consulted to the Australian Department of the Environment and Energy developing a Philanthropic Strategy for the Australian Antarctic Division.

Clarissa lives in Hobart with her husband and three children.

Ember Deitz Goldstein

Ember Deitz Goldstein comes to Global Philanthropic as a seasoned advancement professional with more than fifteen years in higher education development, including a decade in the Ivy League. Her expertise spans major gifts and prospect management, annual giving, alumni relations, volunteer management and strategic planning. She also brings to the table significant experience in campaign planning, planned giving, branding and communications, budget management and corporate relations.

A senior member of Columbia University’s development and alumni relations office for nearly eight years, Ember served first managed a portfolio of more than 250 prospective donors, working closely with both faculty and senior administrators to secure six and seven-figure gifts for the University’s priority needs. She was then tapped for chief operating officer of the University’s 250th Anniversary celebrations. Alongside a talented team of colleagues and a Trustee-level committee, Ember implemented a powerful branding message and rewarding series of more than 50 events. The highly successful celebrations energized and re-engaged alumni and set a much-needed positive tone for the then-upcoming capital campaign.

Subsequently, as Columbia University’s Deputy Director of Global Initiatives, based in London, Ember oversaw the development of a major gift prospect pool and negotiated and closed major gifts from first-time European donors. She also worked closely with University Alumni Relations and the Office of the President to build a broader base of alumni support for Columbia in Europe.

Prior to Columbia, Ember served as assistant director of gift planning at Oberlin College, where she helped negotiate a more than $30 million planned gift that has subsequently funded a $17 million, nationally-recognized green residential building, a new track, and music scholarships at the College and Conservatory. Ember began her career in the annual funds of Boston University and then Radcliffe College, Harvard University.

Ember holds an MBA from Columbia University and a Bachelor of Arts from Oberlin College. She lives in Hong Kong with her husband and two young children where she has provided significant pro bono support to several small and growing NGOs.

Karen Van Sacker

Karen Van Sacker

Karen Van Sacker is Vice President, British Columbia and Senior Consultant for Global Philanthropic, leading Global’s Vancouver office (British Columbia Canada). She is an accomplished fundraising executive and consultant, bringing international experience and perspective to her work.

Most recently, Karen was Director of Fundraising and Campaign for The University of Queensland where she played a lead role in professionalizing UQ’s development and alumni engagement operations. Her achievements at UQ include negotiating 8-figure gifts and corporate partnerships, working with academic and volunteer leaders to build bridges between the university and its global alumni leaders, modeling a global industry partnership strategy, transforming the UQ vision into high profile initiatives that attract philanthropy and investment, establishing a USA office, and putting in place and mentoring a high performance advancement team.

Karen has worked at an executive level within the not-for-profit sector and as a consultant since 1984, enabling organizations large and small. During that time she led start up programs and campaigns, negotiated transformational corporate partnerships, facilitated organizational change and put in place volunteer leadership teams to work alongside senior management. She has specific expertise working with executive leaders and boards, and has strength in organizational development, integrated fund development planning, and strategic and campaign management.

A native to British Columbia and equipped with pan-Canadian and international experience, Karen aims to bring fresh perspectives to a market she knows well.

She completed her undergraduate work at the University of British Columbia, and is fully bilingual in French and English. She went on to complete a post-graduate public relations certificate at L’Universit√© Laval, a MBA from Concordia University.

Ibrahim Inayatali, B.Eng., MBA

Ibrahim Inayatali, B.Eng., MBA

Ibrahim Inayatali brings over 34 years’ experience in the not-for-profit and the corporate sectors. For twenty years prior to joining Global Philanthropic, he held senior leadership positions at major universities, teaching hospitals and environmental think-tanks in Canada and overseas.

His role at universities included associate vice-president, alumni and development at the University of Victoria, where he provided leadership to raise major, planned and annual gifts from individuals, corporations and foundations and manage alumni programs in 130 countries, including Hong Kong, mainland China and Japan. He also served as the President of the University of Victoria Foundation, overseeing an endowment fund of approximately $270 M.

Prior to this role, he was director of development and alumni affairs at the Faculty of Engineering, University of Waterloo where he managed the faculty’s largest capital campaign to raise $120 million in support of major infrastructure and endowed projects, and build partnerships in the UAE, India and Hong Kong. He has also held senior development roles at the University of Calgary, McGill University, McMaster University and at the Aga Khan University, based in Karachi, Pakistan.

With regards to healthcare and environmental institutions, he served as director of gift and estate planning at Sick Kids Foundation in Toronto, the largest paediatric hospital foundation in Canada. In Calgary, he served as director of strategic partnerships at the Pembina Institute and executive director of The Pembina Foundation for Environmental Research and Education. In the corporate world, he worked for Canadian Pacific Railway and Canadian Pacific Limited in Montreal for 13 years as project manager and systems and planning consultant.

Since joining Global Philanthropic in 2015, he has spearheaded several projects within the higher education, health care, arts and culture and social service sectors. These projects have included fundraising feasibility studies, Board strategic planning, prospect and donor data analytics and research for national organizations, philanthropic naming assessments of major hospitals and a science centre, campaign planning and execution for a community based social service agency, and prospect validation for a research institution with partners in Asia and Europe.

He has volunteered with the Association of Fundraising Professionals (AFP) in Toronto, where he was faculty for the Certified Fund Raising Executive (CFRE) courses, and the Canadian Association of Gift Planners (CAGP), where he chaired the Marketing and Communications and Leave-a-Legacy committees. Currently, he lectures at the Humber College’s Postgraduate Fundraising Program, chairs the Finance Committee of the Board of Directors of the British Columbia Sustainable Energy Association (BCSEA, and volunteers with the annual World Partnership Walk, the largest program of its kind in Canada to support international development.

He holds a B.Eng., an MBA from McGill University and a Master of Management Science degree from the University of Waterloo, and has written a book chapter on international prospecting and adapting to changing Canadian demographics. The chapter was published in a 2016 APRA book on “Prospect Research in Canada”.

John Bouza, CFRE

John M. Bouza, MA, CFRE is Senior Consultant, Ottawa Capital Region for Global Philanthropic. He has thirty years’ experience in developing the vision, direction, strategies and tactics that have resulted in successful fundraising programs for a wide range of local, national and international organizations. He has advised charities in Canada, USA, Chile, Ecuador, Bolivia, Kenya, Ethiopia, India and Bangladesh.  Click here to see a full list of the organisations with which John has worked.

His expertise ranges from developing and directing capital campaigns to organizing annual and planned giving programs that deliver tangible and sustainable results. John is an accomplished professional, conversant with traditional industry best practices yet up to date with new trends and techniques. He is successful working with diverse groups of people: geographic, ethnic, socio-economic, political, volunteer, professional.

John’s major projects have included a $25 million endowment campaign for the University of Ottawa Heart Institute, Canada’s largest and foremost cardiovascular health centre, a $17 million building campaign for the Royal Ottawa Mental Health Centre one of Canada’s leading centres for mental health research and tertiary care, and a $4 million campaign for the Villa Marconi nursing home serving Ottawa’s Italian community.

John has earned and retained the designation Certified Fund Raising Executive from CFRE International since 1989. His longstanding and passionate commitment to the nonprofit sector and his tenure as a fundraising  professional were recognized by his peers when he was awarded  the Outstanding Fundraising Executive Award by the Ottawa Chapter of the Association of Fundraising Professionals. He is the author of the “Glossary of Canadian Fundraising Terms” part of the best-selling book Excellence in Fundraising in Canada.

John is a composed public speaker whose academic background includes teaching university level international relations programs, college level fundraising courses, and numerous workshops and lectures on fund development. He has a Bachelor’s Degree in Political Science with a Concentration in East Asian Studies from Oakland University, Rochester, Michigan and a Master’s Degree in International Relations from York University, Toronto, Ontario. A native of Chile, he has also lived in the USA prior to making Canada his home. He speaks English, Spanish, French and limited Putonghua.

Lisa Lai

Lisa Lai

Lisa Lai joined Global Philanthropic in 2009 as Managing Director, Asia. As the head of Global Philanthropic’s Asian Office she is part of the company’s senior management and consulting team.

Lisa has vast experience in government relations, liaising with the senior management of various universities and alumni bodies, as well as fundraising for a variety of private and corporate foundations. Through her many years in the business sector she has developed a rich network of multi-national corporations and organisations across Asia. Through her time with the Hong Kong Trade Development Council, she has also developed contacts within municipal and central governments in the PRC.

Based in Hong Kong, Lisa oversees Global Philanthropic’s portfolio and activities in Asia including Greater China. Her responsibilities include relationship management and development, alumni interaction, fund-raising achievement plans and organisational development.

As an active member of the Hong Kong University Alumni Association, Lisa has served on the executive committee for an extended number of years. She graduated from the HKU with a Bachelor of Arts degree (First Class Honours) and subsequently obtained her Master of Science degree from the London School of Economics. She is fluent in English and several Chinese dialects including Putonghua.

Chanel Hughes
John Davies
Kaisa Freeman
Val Hoey, MA, CFRE
Bruce A. Nasby
Erica Branda

Chanel Hughes

Chanel has 17 years of experience in educational advancement, with an equally long track record as a communications professional, engaged in all aspects of print and electronic media.

Alumni Manager for the University of Canterbury (NZ) for 11 years, and Swinburne University of Technology (VIC, Australia) for five, Chanel has deep strategic and operational knowledge across all areas of stakeholder engagement, including event and data management, communications, merchandising, training, fundraising and donor stewardship.

With large cohorts of international graduates at both institutions, she has worked particularly closely with alumni and donors in New Zealand, Australia, Malaysia, Singapore, Hong Kong, Vietnam, the UK and USA.

In her subsequent role as director of the Australian office for a UK-based tele-campaign consultancy, Chanel looked after school and university clients across Australasia, consulting on annual giving strategies for telephone campaigns that each exceeded their fundraising targets.

A Fellow and Member of the Board of Directors for Educate Plus, Chanel chaired the Melbourne 2014 Educate Plus International Conference, which still holds the record for being the largest educational advancement conference staged in the Asia-Pacific.  Out of this experience, Chanel was commissioned by Educate Plus to help shape and implement training programs for school and university professionals including alumni, fundraising, marketing and recruitment staff.  As Head of Training for Global Philanthropic, Chanel looks forward to leveraging her well-honed training insights to ensure a robust experience for our clients.

Above all, Chanel’s passion is writing; it’s through this medium she gets to explore her love of telling a great story with an innate curiosity for finding out what makes things tick—turning the results into persuasive and compelling content. Her communications roles have included co-editing the University of Canterbury’s flagship biannual magazine for 10 years, writing print and electronic copy for annual giving campaigns and other donor communications, and designing and implementing digital and social media strategy.

Chanel graduated Master of Arts in English Literature from Canterbury University, along with a first class honours degree in English and History.

Chanel is based in Melbourne.

John Davies

 

John Davies has spent his career in education, including twenty years at Shawnigan Lake School, on Vancouver Island. Shawnigan, a leader in independent boarding school education, made an early and significant investment in its future by supporting a bold advancement strategy. John, a passionate advocate of independent school education, served as Director of the Shawnigan Foundation for twelve years.

In his career at Shawnigan he has also served as an English teacher, Housemaster, Director of Advancement, Deputy Headmaster and as a coach of rugby and basketball. In his role as Director, The Shawnigan Foundation, John pioneered the concept of major gift fundraising in Canada’s independent schools.

John’s search for philanthropic leadership has taken him to Britain, USA, China, Denmark, Hong Kong, Thailand, Singapore, Malaysia, Taiwan, Saudi Arabia and U.A.E. His single-minded focus on major gift philanthropy and board development enabled not only Shawnigan to attract significant resources to the school, but also St. Michaels University School in Victoria, which he advises in a similar capacity.

In addition to his role at SMUS, he maintains an active list of private school clients across Canada and Asia and is a much sought-after speaker on all aspects of independent schools, especially on the creation of all-encompassing advancement programs, whilst focusing on capital campaigns and annual fund strategies. His lengthy experience in China is considered a significant asset by his clients.

John is the Past-President of the Vancouver Island Chapter of AFP. In addition, he is also Sr. Counsel to Global Philanthropic, a London UK-based fund development consultancy with offices in Toronto, Calgary, Vancouver, Sydney, Tokyo and Hong Kong.

John was honoured by his Canadian colleagues in 2011 with the prestigious CAISAP Heaman Award for his contributions to philanthropy in Canada.

John obtained an MA from the University of Victoria in Curriculum Studies.

Kaisa Freeman

Kaisa Freeman has extensive experience in advisory and senior level roles in corporate affairs, industry/university partnerships and marketing.

In a wide-ranging career, Kaisa has provided strategic and tactical advice, managed strategic research, innovation and education partnerships, and implemented initiatives at local, regional and global levels. In 2011-2015 Kaisa acted as Stream Lead in a global, AUD 50 million transformation project focusing on graduate attraction, recruitment and retention strategies, processes and systems. She also led the Rio Tinto Education Partnerships Program working closely with leading universities such as The Imperial College London and The University of Queensland, as well as educational institutions in Africa, Asia, North and South America. She has also had accountability for the design and delivery of programs associated with diversity and inclusion, STEM, learning and leadership development.

Kaisa earned her Master of Business Administration at the Australian National University in 2001. She also holds a Master of Political Sciences from the University of Helsinki, a Post-Graduate Diploma in International Trade Management and a Diploma of Sustainability. In 2014, she completed AICD’s Company Director’s course. Currently, she is a doctoral candidate at the University of Western Australia Business School. Her part-time research focuses on corporate investment in global education.

KEY AREAS OF EXPERTISE

  • Strategic Partnerships Management
  • Global Talent Attraction, Recruitment Marketing and Development Strategies
  • Industry-led Curriculum, Learning and Pathways Program Design, Development and Promotion
  • End-to-end Data Analytics, CRM and Digital Marketing Solutions
  • Marketing Operations Optimisation

Val Hoey, MA, CFRE

Val Hoey joined Global Philanthropic in 2017 as Senior Consultant.  She has spent over 30 years as a fund development professional and executive leader for local and international non-profit organizations.  After launching her career with CUSO International from 2984 – 1996, Val moved to the University of Alberta serving as Associate Director of Development (1996 – 2001) and then to Bow Valley College as Associate Vice President of Advancement (2001 – 2016).

Val brings a value based lens to all situations, has strongly honed diplomatic and communication skills, and is a highly ethical and a gifted leader able to look outside of the box for innovative solutions never losing sight of fiscal management or human development. She excels in crisis situations and bring a seasoned approach to problem solving. She is a building who aspires to leave the organization better, richer and stronger through contribution to either strategy delivery or stakeholder engagement.

Val holds a MA in Professional Communication from Roads University.

Bruce A. Nasby

Bruce has worked in the non-profit sector for over 30 years. He specializes in global corporate social responsibility, multinational strategic program partnerships, major gift and capital campaign fund raising, board development, executive coaching and non-profit organizational management. Bruce’s involvement with youth, education, and business advocacy based organizations is comprehensive and extensive.

Bruce is the President of NGO Global and Global Advisory Associates. He also serves as an Advisor to Global Partnerships Forum, Breech School of Business and The Center for Nonprofit Leadership.

Bruce has been a speaker at World Economic Forum Regional Summits in Russia and Kazakhstan. He was a guest on NBC’s Today Show, and has been a panelist or participant at the UBS Philanthropy Forum in Geneva, Switzerland, the Forbes CEO Forum in Singapore, the Forbes CEO Middle East Forum in Doha, Qatar, Clinton Global Initiative in Hong Kong, the annual Milken Global Conference in Los Angeles and the World Innovation Summit for Education in Doha, Qatar. He has traveled to over 40 countries on international business and traveled extensively throughout Asia, Brazil and much of the Middle East.

As Executive Vice President for Enactus (formerly known as SIFE) from 1998 through 2013, Bruce was responsible for launching and building the organization’s international operation in 27 countries and helped to triple the number of universities engaged worldwide to over 1,600. He also raised funds from the corporate and government sectors for the Enactus World Headquarters and their affiliated countries and coordinated the benefits and relationships for several significant partners including KPMG, Unilever, AIG, Goldman Sachs, Coca-Cola and HSBC. For his leadership worldwide, he was awarded in 2013, the Global Champion of Enactus, the highest award given by the organization. He served on numerous Enactus boards including those located in Australia, Brazil, Canada, China and United Kingdom.

Bruce served for fifteen years as CEO of various Junior Achievement area offices in the United States including JA’s largest operation in Los Angeles, California. During his tenure with JA, he served as the organization’s National Program Director at their headquarters in Stamford, Connecticut. He has also been the President of the Greater Los Angeles Zoo Association, one of the world’s largest zoological institutions. Several capital campaigns were successfully completed during his tenure as President and the revenue and attendance records achieved during his four years with the association continue to stand today as the highest in the zoo’s 40+ year history.

Bruce is a graduate from the University of Arizona and served in the United States Navy where he received numerous medals and awards including the Navy Achievement Medal.

Erica Branda

Erica Branda is a results-driven communicator specializing in transformational ideas with over 25 years of experience.

In her most recent role at Simon Fraser University, she was Director of Marketing and Communications for SFU Advancement, responsible for communications and branding strategy for SFU’s award-winning 50th anniversary campaign, The Power of Engagement which is nearing its $250 million goal.

Erica believes that people give to people, not organizations. During her 10 years at SFU, she wrote cases for support and proposals for a broad range of teaching, learning, research and student initiatives. She has developed skill and intuition for speaking in a donor-centred voice that communicates the ideas and ideals of the cause.

Erica holds a B.S. from Cornell University, an M.S. from Boston University and is an Erickson Certified Coach.

Elaine Lalonde, MA, CFRE
Hannah Bone
Richard LH Walker
Daniel de Blocq van Scheltinga
Sue McMaster
Kelley G McLendon

Elaine Lalonde, MA, CFRE

After obtaining her Master’s degree in Communication Management at the Annenberg School for Communication at USC (University of Southern California) in 1988, Elaine Lalonde worked in politics as a press secretary. In 1990, she began a fundraising career by joining the firm Navion, and then Ketchum Canada, as director of market research and major fundraising campaigns, including the capital campaign for the Musée d’art contemporain de Montréal.

The campaign goal of 3.5 million having been reached at the MACM, Elaine is recruited by les Amis du Musée d’art contemporain de Montréal, where she held the position of Director of Development until 1996. During her time at the museum, she led the major campaign, initiated and organized several special events (the annual ball, a Halloween party), increased the membership of the Friends of the Musée and created a first annual fundraising campaign.

Elaine Lalonde later held the position of Director of Development for the Montreal Children’s Hospital Foundation before launching her career, two years later, as an independent consultant in fundraising.

As such, she was the architect of the success of the major fundraising campaign of the Queen Elizabeth Health Complex whose goal of $ 3.4 million was achieved. She also counts amongst her former clients the following organizations: the Nature Conservancy Canada, Quebec branch ($ 2M campaign), Mackay Center Foundation, PROMIS, Villa Sainte-Marcelline Foundation, Fondation Collège de Montréal, NF Canada Foundation, Collège Stanislas, ENABLIS and the Giant Steps Foundation.

In September 2011, Elaine Lalonde joined ENABLIS, an organization co-founded by Quebec businessman Charles Sirois and ACCENTURE and working in the entrepreneurship sector in developing countries. Her mandate is to manage the ENABLIS Foundation and raise funds in Canada and North America for ENABLIS.

Since November 2013, she manages the Giant Steps Foundation that raises on average $800,000 annually to support the Giant Steps school, a school for autistic children.

The experience of Ms. Lalonde in philanthropy is also put to good use on a voluntary basis. In addition to being President of the Maison Chance Foundation and member of the Board of the Fondation des sans-abri (a subsidiary of the Jules and Paul-Émile Léger), she was the President of the Villa Sainte-Marcelline Foundation (2009-2012) during which time she successfully led a major campaign of $2 million. She is currently organizing another campaign for Villa Ste-Marcelline that aims to raise $650,000 for the expansion of the schoolyard.

Elaine is a board member of the AFP, Quebec Chapter, and leads the nominations committee of Awards in excellence in philanthropy awards. Ms. Lalonde was also Vice-President of the Giant Steps Foundation for nearly 10 years. Elaine Lalonde obtained her CFRE (Certified Fund Raising Executive credential, the first globally-recognised credential for fundraising professionals) in April 2015.

Ms. Lalonde holds a Bachelor of Arts from Queen’s University (Kingston, Ontario), a BA in Communications from Concordia University (Montreal, Quebec) and a Master from the Annenberg School for Communication from the University of Southern California (Los Angeles, California).

Hannah Bone

Hannah has established a strong track record over 16 years in fundraising, management and external relations working with boards, senior executives, philanthropists, corporate sponsors and managing development staff to achieve outstanding results in advancement.

A musician by training, Hannah commenced her career in the arts sector in Sydney and has held senior fundraising positions with Musica Viva Australia (National Fundraising Manager), the Australian Chamber Orchestra (Deputy Development Manager and Acting Development Manager), and Sydney Youth Orchestras (General Manager).

Hannah transitioned to the tertiary sector in 2008, joining the University of Technology, Sydney (UTS) as Development Manager in the University’s newly established Development Office. In this role, Hannah was a key player in implementing best practice fundraising across a university that was, at the time, largely new to advancement – requiring a great deal of negotiation, diplomacy and effective change management to build a culture of engagement. These personal skills are hallmarks of Hannah’s professional work and she excels at “starting up the fundraising shop”. Hannah and her colleagues raised $35.5M in the first four years of UTS’s Development Office operation. During this time, Hannah also designed UTS’s bequest program (“Creating Futures”) and developed UTS’s highly successful staff giving program.

Hannah moved to Adelaide in 2014 to become Director of Development at the University of Adelaide. Hannah expanded the Development Office from 4 to 14 staff within a year; established new Regular Giving and Donor Relations programs (the former doubling income and tripling response rates in some of the University’s appeals); implemented a goal-driven moves management program for major gifts and leveraged all external relations activities to achieve outstanding bequest acquisition results.

Hannah holds a Bachelor of Music (Performance) from the Sydney Conservatorium of Music and a Graduate Diploma (Arts Management) from the University of Technology, Sydney.

Hannah lives in Adelaide with her husband and three young children.

Richard LH Walker

  • Senior Consultant
  • Global Philanthropic Inc. (Canada)

Mr. Walker is a seasoned fundraising, development and business consultant.  Feasibility assessment, Campaign, Major Donor and Corporate Philanthropy lead his skill set having completed work for WorldSkills International and the WorldSkills Foundation; the YMCA of Greater Toronto; North Island College; Victoria Hospice; the University of Alberta and others.

Mr. Walker is a former Board Member of the Canadian Society of Fundraising Executives and holds a Bachelor of Science Degree from the University of Victoria. He is an Alumnus of the Banff Centre School of Management and certification instructor and frequent presenter at the Association of Fundraising Professionals (AFP).

Mr Walker has been a key note speaker at the Organization for Economic Cooperation and Development (OECD), Canadian Council of Ministers of Education, the Association of Canadian Community Colleges and has made presentations to the Parliament of Canada and provincial governments.

Former President and CEO of WorldSkills Canada, CEO of the Jubilee Auditorium Foundation, V.P. of Ducks Unlimited and Managing Director of the University of Alberta southern office, he has been a guest lecturer at the Saskatchewan Institute of Applied Science and Technology, SAIT Polytechnic, the University of Victoria and a guest presenter at Cambridge University in the U.K.

Mr. Walker is the co-author of Excellence in Fundraising in Canada, one of the Globe and Mail’s best selling business books.

Daniel de Blocq van Scheltinga

  • Associate
  • Global Philanthropic Ltd. (Asia)
  • LinkedIn

Daniël de Blocq van Scheltinga is an experienced advisor on strategic and financial matters with strong pan-Asian track record and broad network, most notably in Greater China region.

Daniël is the founder and managing partner of Polarwide, a Hong Kong based financial and strategic advisory firm founded in 2008. Daniël was the first foreigner to be granted permission to run the finance company of a top tier Chinese State Owned Enterprise, having established and managed ChemChina Finance Company. Prior to that Daniël has been in multiple positions in corporate and investment banking for 26 years, including Asia Pacific Head of Chemicals and Asia Head Asset Based Finance for ABN AMRO.  He has lived in Hong Kong for 16 years, and continues to spend much of his time in China, advising both international and Chinese firms, as well as leaders in the public and private sectors.

Daniël is the Chairman of the Dutch Chamber of Commerce in Hong Kong, Executive Committee member of the European Chamber of Commerce in Hong Kong, and Advisory Committee member of the Hong Kong Business Ethics Development Advisory Committee of ICAC.

Before moving to Asia, Daniël was actively involved in fundraising for the Order of St. John in the Netherlands.

Daniël is a graduate of Leiden University in the Netherlands, holding a Master of Law degree with a specialty of International law.

Sue McMaster

  • Senior Associate
  • Global Philanthropic Inc. (Canada)

Sue is recognized for her abilities as a strategic thinker. Working closely with fund development professionals, Sue believes that before money is raised, attention must be focused on marketing and communications to raise awareness, firm up the brand proposition and generate excitement for the capital development plans. Sue’s approach is collaborative, identifying critical needs and resources and working strategically toward desired outcomes. As a former journalist and newspaper reporter, Sue is adept at asking tactical questions, uncovering needs and assessing priorities. Through carefully crafted marketing and communications plans, which lay strategic groundwork before tactics are implemented, Sue measures outcomes against goals and return on investment. She also works collaboratively with the fund development team to develop the fundraising proposition, conduct feasibility assessments and craft the case for support, using a donor-centric model to emphasize the urgent and compelling aspects of the fund development work.

Sue is a seasoned professional successfully leading marketing, communications, media relations and event planning projects. She is known for her ability to produce under pressure and was engaged by WorldSkills Calgary 2009 to create and implement a robust marketing, communications and media relations plan. Her work ultimately exceeded all expectations and led to record event attendance, worldwide media exposure and coverage on BBC World News.

Sue provides marketing, communications, event management and branding counsel to non-profits, foundations and corporations. She is an instructor at University of Calgary, currently teaching courses in media relations and corporate event planning. Her strength lies in her common-sense approach and straightforward strategic plans, followed by tactical road map implementation.

Kelley G McLendon

Kelley McLendon has joined Global Philanthropic in January 2014 to strengthen the growing advisory team.

She is an accomplished senior strategy executive with over 20 years’ experience for leading American and Australian banking institutions including Goldman Sachs JBWere, National Australia Bank and Bank of America. This includes extensive experience in philanthropic advisory services to individuals, families, private business and corporates. She has expertise in managing all aspects of trust and foundations, overseeing operating non-profit resources and endowments, and in providing broader private wealth advisory services. She is also specialist in corporate social responsability, specifically community investment and employee engagement.

After more than ten years and multiple positions in banking in Massachusetts, Kelley became Director of Charitable Trust Services for the Bank of Boston (now Bank of America) in 1998. She managed more than 1,000 charitable trusts and foundations, oversaw the disbursement of more than $90 million in trust funds annually. She also delivered numerous seminars on the benefits of strategic philanthropy to prospects and clients.

In 2004, she relocated to Australia with National Australia Bank (NAB) as an Executive for Private Wealth Management. Taking advantage of her US-based knowledge of philanthropy, NAB quickly appointed Kelley as Group Senior Manager for Corporate Community Investment (CCI). In this role, she was responsible to the Board of Directors for the development of goals for and implementation of the first ever global strategy to leverage the corporation’s total CCI, including philanthropic giving, community partnerships, employee workplace giving and engagement, across all banks and businesses on a worldwide basis. As a result of her leadership, NAB’s commitment to spend 1% of pre-tax profit on CCI was achieved in 2010. This was prior to the target date of 2011.

Kelley continued to assume philanthropic advisory positions in the banking sector, culminating in her appointment as Director of Philanthropic Services with Goldman Sachs JBWere in Sydney in 2008. She provided high net worth clients with strategic advice on philanthropy as part of their overall personal and financial goals, based on their wealth, tax, family, and legacy interests. She trained external financial professionals on integrating philanthropy into wealth planning. She also consulted to operating non-profits on best practices associated with topics such as optimizing governance, financial resources and donor relationships.

Kelley currently works across the United States, Australia and Europe serving as consultant for a diverse array of clients in the private philanthropy, corporate community investment, and non-profit sectors.

Kelley has a strong background in Finance with a Masters in Business Adminstration (MBA). She is also a licensed Certified Financial Planner (CFP).

Rocco Falconer
Esther Jang, BComm, CFRE
Nicole Beatty, CFRE
Brigitte C. Mertling, BA
Theresa Mitchell
Dr Ivy H H Tao

Rocco Falconer

Rocco Falconer

Rocco runs a variety of commercial agricultural businesses in West Africa. His main focus is as CEO of Planting Promise, a social enterprise he founded in Sierra Leone that runs commercial rice farms, a food processing factory, and a commercial piggery. Planting Promise uses the profits to fund free, high quality education for children with no other chance to go to school. In this way, it runs five free high-quality primary schools in Sierra Leone and is constructing a secondary school. He also runs a variety of commercial agribusinesses in Sierra Leone, Liberia and Ghana, and has a wealth of pan-African experience in the social and commercial sectors.

Prior to founding Planting Promise, he was a student at Cambridge University, graduating with a Double First, and a commissioned officer in the British Army. He also runs a programme in the UK getting ex-Servicemen into schools to act as role models, mentors and community liaison officers.

Esther Jang, BComm, CFRE

Esther is a seasoned relationship building professional with close to 20 years of successively senior roles in the not-for-profit and for-profit sectors.  Prior to entering the fundraising sector, Esther was a successful marketing manager for Canada’s largest diamond manufacturer.  This experience saw her build an internationally recognized “Polar Bear Diamond™” brand, create innovative packaging and grow the retail dealer base.  Transitioning to fund development, Esther has a proven track record of implementing successful fundraising programs, developing communication, community engagement and marketing programs.  While working at the University of British Columbia, she was instrumental in developing the strategy and fundraising to support the completion of the Faculty of Science’s innovative $7.4M fin fish research facility.  Over the years as a fundraiser, Esther has raised significant funds and has had the opportunity to work with senior volunteer committees, develop successful annual campaigns and create successful strategic plans.

Active in her community, Esther has sat on the board of the Open Door Group, served as the Vice-chair of AFP Vancouver’s Accreditation Committee and volunteered her time to various local catholic school committees. Esther’s background includes a BComm and a Certificate in International Development from the University of British Columbia, and most recently,  completed her Social Return on Investment training in the UK.  Esther is also recognized for her work in the fundraising sector with a Certified Fund Raising Executive, CFRE professional designation.

Nicole Beatty, CFRE

Nicole Beatty CFRE is a charismatic and entrepreneurial development professional whose 13-year career has raised over $25 million in philanthropic capital.

Passionate about start-up social enterprises, international movements, and charitable campaigns that support education, the arts, women’s rights, healthcare and social injustice, Nicole’s worldly curiosity and career has provided her with the opportunity to work with some renowned causes in Canada, Australia, New Zealand and Southeast Asia; collaborating with some of the most caring minds to raise meaningful gifts that ultimately change lives.  Her portfolio includes fundraising for Best Buddies Canada, Canadian Red Cross, Toronto General & Western Hospital Foundation, Cancer Society of Victoria, Australia, University of Melbourne, Samuel Marsden Collegiate School in Wellington, New Zealand, Saint Elizabeth Health Care Foundation, OneChild Support & Network Inc., and several grassroots, rural organizations that focus on poverty reduction, health and food security.

Nicole’s pursuit for inspiring donors, leveraging game-changing organizations and executing impact-driven projects motivates her to ensure that good things happen for good causes.  Throughout her adventures as a volunteer, writer, researcher, fundraiser and advisor she has gained invaluable industry experience including: designing development operations for charities, raising seed funding and generating profitable ideas for start-up social enterprises, providing strategic counsel for major gift fundraising, conducting feasibility studies for capital campaigns, developing business and resource development plans, and providing in-house marketing and communication support and writing services for fundraising.

Nicole is a sector expert in development operations for charities and start-up enterprises.  She is a founding director of three non-profit organizations and the start-up social venture, The Pedalling Pixies, a bike delivery program that provides learning and employment opportunities for youth through culinary training and food entrepreneurship.  She is currently the acting Executive Director of her own nationally incorporated charity, Local Food for Local Good and is the Chief Community Animator of her own non-profit project management business.

Nicole holds a BA Honours in Communication from the University of Ottawa and a Certificate in Fundraising Management from Ryerson University.  She is also a Certified Peer Listener having designed and implemented program infrastructure for a youth mentoring services and crisis phone line for at-risk students at the University of Ottawa.

Brigitte C. Mertling, BA

Brigitte Mertling brings to the philanthropic milieu more than 20 years of professional experience in communications and marketing, having personally counselled more than 300 Canadian institutions and organizations regarding their fund raising, marketing and institutional communications objectives.

A former Vice President, Communications & Marketing of Ketchum Canada Inc., Brigitte now serves as Senior Consultant with Global Philanthropic to provide an integrated approach to fund raising communications and marketing – during times of active campaign fund raising, and during those all-important cultivation periods before, after and in-between campaigns.

Brigitte champions the Global Philanthropic belief that as public and private sector funding becomes increasingly more challenging to attract and retain, comprehensive, pro-active and philanthropy oriented marketing programs represent the key to long-term survival for not-for-profit institutions and organizations.

Brigitte is an award-winning copywriter, communications/marketing consultant, and fund raising consultant, with special expertise in pre-campaign planning, the Case for Support, major gifts, and fund raising campaign branding, marketing and communications.

Brigitte’s expertise in leading and developing complex communications and marketing products and programming for fund raising campaigns is second-to-none. She is the recognized leader in the Canadian market, having developed materials, brands, themes, and Case materials for hundreds of campaigns when associated with Ketchum Canada and other leading Canadian fund raising consulting firms. Her expertise includes the following products: Case for Support Development; Creative Development of Case-based Fund Raising Campaign Collateral Materials; Communications Planning; Market Audits/Market Research; and Strategic Planning

Brigitte’s experience with health-care related organizations is vast and significant, including a full list of over 70 healthcare related organizations, almost all of whom have engaged in large major gift fund raising campaigns (capital, endowments, etc.), where she was brought on to develop the campaign Case, branding, campaign marketing materials, etc. She has also worked with a wide variety of universities, community colleges, private schools, arts and cultural organizations and social service and community agencies.

Theresa Mitchell

  • Associate

Dr Ivy H H Tao

Dr. Ivy Tao obtained her Bachelor degree in Mathematics at Purdue University in USA. For postgraduate study, she graduated with a M.Sc. in Operational Research at the London School of Economics and Political Science, UK. Dr. Tao completed her Ph.D. degree in the subject of “Cross-border Higher Education in China” at the University of Hong Kong.

Dr. Tao started her first job as a Systems Engineer at IBM Hong Kong and later worked for IBM UK in the City of London. Having worked for IBM for nearly five years and with her broad experiences in Information Technology, Dr. Tao was appointed a Faculty member of the School of Business of the University of Hong Kong where she began her academic career. She has taught Business Information Systems and General Management courses in both BBA and MBA programmes for over ten years.

In addition to her academic background, Dr. Tao has gained recognitions in the field of higher education management. When the School of Professional and Continuing Education of the University of Hong Kong (HKU SPACE) branched out into China to start a school in collaboration with Fudan University in Shanghai at the start of the millennium, Dr. Tao was appointed the Director of Studies of the new joint venture school, SPACE Shanghai. Her major involvements included participations in the curricula design, the overall administration and quality assurance of all cross-border programmes at SPACE Shanghai. Fluent in Putonghua, Dr. Tao has spent three years building up the School and the programmes. Under her direction and management in this period, two cohorts of more than 60 students in Shanghai have graduated with a M.Sc. degree of the University of Hong Kong. More than a hundred other students have completed degree and diploma programmes of different overseas Universities.

Lucy Mackay
Leonard Forman
Elena Dumcheva
Emma Beeston
Pippa Satchwell
Kate Crane Briggs

Lucy Mackay

  • Associate
  • Global Philanthropic (Asia Pacific) Singapore
  • LinkedIn

Lucy is a highly experienced, people-focused fundraiser and events manager.  She has been lucky enough to work in a variety of sectors; corporate, media and charitable, but it is in the not-for-profit sector where her heart lies.

Lucy started her career in broadcast media and worked on major global music projects such as the BRIT Awards, Glastonbury and the launch of Coca Cola In Concert for the BBC and independent production companies.

Her move to the charitable sector saw her lead a variety of flagship events to drive awareness, engagement and fundraising contributions.  Her positions required her to build long standing, collaborative relationships with patrons, trustees and sponsors.

Lucy’s recent position at Barclays Capital gave her a unique insight into how corporate CRM divisions work as well as the chance to account manage the Bank’s presence at both the IMF and WEF.

Lucy is from the UK but loves to travel; she lived in Argentina for 5 years and is currently based in Singapore.  She has a Masters from Edinburgh University.

Leonard Forman

Leonard Forman is managing consultant of the Edinburgh-based strategic communications consultancy Forman & Partners which he founded in 2011 after almost 20 years in higher education advancement and public affairs.

He advises ambitious clients across education, arts and culture and cities on strategic communications, brand positioning, partnerships and engagement helping them focus on innovation and leadership.

He has worked with and advised some of the world’s leading educational and cultural institutions including the British Council, Moscow Kremlin Museums, US-UK Fulbright Commission, University of Strathclyde, University of Dundee, National Portrait Gallery, London, New York Public Library for the Performing Arts and The Smithsonian Institution.

Leonard is a senior communications strategist and practitioner, and has significant understanding and career experience supporting major philanthropic projects.

A former special adviser at the University of Aberdeen, he played a leading role in positioning the university during its £150million development campaign in European and international markets most notably in the USA.

Leonard established an external affairs office for the University of Aberdeen in Edinburgh where he developed more than 150 projects with civic Scotland partners including governments, national companies and cultural institutions, international festivals and diplomatic missions.

Prior to Aberdeen, he served in the first press and public relations team at the Robert Gordon University where he managed brand communications and public engagement.

Elena Dumcheva

Elena joined Global Philanthropic in 2012. She provides operational support to Global Philanthropic consultants, coordinates projects for clients, designs and prepares training programmes, supervises communications and is executive assistant to the Group founder and CEO Ben Morton Wright. Elena is also a project manager for Global Philanthropic’s Russian speaking clients, including CIS and Central Asia.

Elena received an MA in Fundraising for Non-profit from Bologna University, Italy, where she studied with leading UK, US and Canadian fundraising professionals.

Elena’s background is in linguistics and intercultural mediation. After completing her BA in Applied Linguistics at the Advanced School of Modern Languages for Interpreters and Translators, Bologna University, Italy, Elena worked as an interpreter for business liaison.

Elena speaks Russian, English, Italian and Spanish.

 

Emma Beeston

  • Associate
  • Global Philanthropic (Europe)
  • LinkedIn

Emma has worked in the UK charity sector for over twenty years and for the past fourteen years she has worked in grant making at both a strategic and operational level including with BBC Children in Need and Lloyds Bank Foundation.

Emma is highly skilled in navigating the dilemmas involved with funding charities well and the processes required. She has managed programmes awarding grants to individuals; introduced grants schemes and managed portfolios. Emma advises funders and philanthropists on their philanthropic strategies including assessments of causes, assessing organisational impacts, sector assessment and collaboration, and due diligence.

Emma is co-chair of a network of regional funders, Funding South West, and Trustee of a national cancer care charity, Penny Brohn Cancer Care. She is deeply curious about different funding models and people’s motivations to give, and frequently blogs on charity funding and philanthropy.

Pippa Satchwell

  • Consultant
  • Global Philanthropic (Europe)

Pippa has ten years experience in international development in a range of developing countries. She has worked in the private, public and charitable sectors gaining extensive experience in managing projects and partnerships that deliver for the world’s most vulnerable. She brings particular strengths in strategic planning, programme design and impact assessment. Pippa is particularly passionate about working closely with clients to develop their giving strategies that not only maximises the impact of their investment but provides sustainable solutions on the ground. She currently lives in Zimbabwe and has considerable experience in Southern Africa.

Pippa obtained a 1st class degree in Economics and Politics at Durham University followed by an MSc with distinction in Social Development in Developing Countries, from London School of Economics.

Pippa started her career in the sports industry developing sponsorship campaigns and writing media strategies for a range of blue chip clients. She then moved into international development with a particular focus on Africa and using sport as a tool for tackling social issues. Having worked with hundreds of charities over the years, Pippa has an exceptional insight into what makes an effective charity that offers sustainable solutions.

At UK Sport, Pippa developed their International Development Assistance Programme that focused in the region of Southern Africa working with a wide range of governmental and non-governmental organisations. She also managed the Secretariat of their charitable arm and led their work in establishing evaluation mechanisms to capture the impact of projects on the ground. During her time as Social Development Manager at the Laureus Sport for Good Foundation she was responsible for over 65 projects worldwide. She developed the Foundation’s strategy for assessing, managing and evaluating projects and partnerships as well as leading in the area of research to maximise impact and learning. Pippa’s time at the International Business Leaders Forum further developed her experience in the field of corporate social responsibility and the critical role the private sector has to play in ensuring sustainable solutions in developing countries.

Since moving to Zimbabwe in 2009, Pippa has worked for a range of private consulting firms and charities, with a strong focus on monitoring and evaluation and institutional strengthening of partner organisations.

With her extensive experience in developing countries, Pippa has a passion to link clients direct to effective programmes on the ground and to do so in a way that offers greater impact and avoids the many pitfalls associated with traditional funding mechanisms. She has a unique combination that offers professionalism, a personalised approach, rigour, passion and ultimately impact.

Kate Crane Briggs

With over 20 years experience of fundraising, Kate Crane Briggs has worked for organisations ranging from major UK institutions to start-ups in Cape Town, South Africa where she now lives with her family.

Before becoming a consultant, Kate held senior development and management positions in London’s Natural History Museum, National Portrait Gallery, Whitechapel Gallery and Prince’s Drawing School.

Kate has undertaken fundraising capacity building projects at the UK’s Public Catalogue Foundation, City & Guilds of London Art School, Ikamva Labantu (South Africa) and the Museum of Design, Innovation, Leadership and the Arts which will be Africa’s first such museum.

Kate was an active member of the renewal campaign teams for the St Martin-in-the-Fields in central London and St Michael & All Angels (Hackney). While an Associate Consultant at the Philanthropy Company she undertook fundraising feasibility studies for London’s Africa Centre and Southwark Playhouse.

While Kate’s contracts at the Royal Academy of Arts and University of London (Institute of Historical Research) specialised in corporate fundraising, Kate has played a key role in developing regular individual giving, most notably for the Southbank Centre and Barbican.

Currently, Kate is an institutional advancement strategist and mentor for South African Education Environment Project (SAEP), Camps Bay Schools and Thembalitsha Foundation, as well as representing Global Philanthropic in South Africa. Kate’s approach is to look at all areas of generating funds and income – making her clients sustainable financially and increasingly this isn’t just through philanthropic, grants and corporate giving but enterprise and innovation.

Kate is an active member of South Africa’s Women in Philanthropy and New Generation Fundraisers’ Network where she recently presented a paper on capital campaigns.

With a BA from the University of East Anglia in Art History and a postgraduate diploma in Marketing from Westminster University, Kate is now on a Common Purpose’s part-time leadership programme based in the Western Cape.

Katty Steel
Amanda Goodall

Katty Steel

  • Associate
  • Global Philanthropic Holdings Ltd (UK)

Amanda Goodall

Amanda Goodall is well-known for her innovative research into leadership and performance. She focuses on knowledge-intensive organisations such as universities, hospitals, professional service firms and banks. Currently a Leverhulme Fellow at Warwick Business School, she has held recent Visiting Fellowships at Cornell University and the University of Zurich.

Her book Socrates in the Boardroom: Why Research Universities Should be Led by Top Scholars (Princeton, 2009) has received wide acclaim as essential reading for ‘people in the business of identifying university presidents and also . . . students of leadership and organizational practice’.

Amanda’s understanding of universities comes from practice – having worked for seven years with leaders of research universities as a top team member – and from her doctoral and subsequent research.,.

Amanda worked first in the fashion industry and then for a number of years in development and campaigning charities in the UK and India. She completed her undergraduate degree as a mature student at the London School of Economics (LSE), where she went on to work with the Director, Anthony Giddens, as part of the top management team. She later worked with the Vice Chancellor of the University of Warwick.

Since completing her doctoral research at Warwick Business School in 2007, Amanda has published a number of journal and media articles, and she speaks regularly to organisations around the world on matters of leadership and productivity. She advises top teams, board members and the leaders of organisations about attaining research excellence, leadership and succession planning, board membership and change management.

“You would swear that they were staff members, just as committed to the achievement of our campaign plan as
we were.” Mridula Joyner, VP, Philanthropy and Corporate Sponsorships, YMCA of Greater Toronto