ThinkGiving is proud to associate with the following independent consultants when additional expertise or capacity may be required. These experts have worked closely with ThinkGiving and provide outstanding service to clients while maintaining ThinkGiving's standards of professionalism, proficiency and work ethic. Their services can be accessed as part of the scope of work for a ThinkGiving project or accessed individually through their own websites.
Alexandra is the Senior Director, Gift Planning at Northwell Health Foundation in New Hyde Park, New York. Alex has worked in gift planning for 20 years at four nonprofit organizations. Earlier in her career she focused on estate planning and administration as a member of the Delaware, Pennsylvania and New York bars. Alex is a past board member and Treasurer of the National Association of Charitable Gift Planners, where she serves as chair of its Leadership Institute. She is a President Emeritus of the Philanthropic Planning Group of Greater New York in New York City, and has been an instructor for the planned giving certificate program at Molloy College. She is a frequent lecturer across the United States on topics related to charitable giving, and has had articles published in several national publications. Alex earned a B.A. from The Pennsylvania State University, Phi Beta Kappa, a J.D. from Georgetown University Law Center, and an LL.M. in Estate Planning from the University of Miami School of Law. Alex assists Georgetown Law with interviews, is a career coach for Penn State, earned a black belt in Shotokan karate, and has published three books, Zen and the Art of Fundraising: 8 Pillars of Success, Zen and the Art of Fundraising: 8 More Pillars of SuccessZen and the Art of Fundraising: The Pillars in Practice.
Barbara is a 20-year nonprofit veteran in the Dallas-Fort Worth area. Barbara is a passionate advocate for the nonprofit sector and child-centered social services in particular. As a practitioner, Barbara built successful small and mid-sized fundraising practices, launched profitable social enterprises, and developed effective branding strategies for philanthropic impact.
In 2013, Barbara launched creative!mpact, a boutique marketing and fundraising firm dedicated to providing the strategy and services needed to drive revenue for mission-driven organizations and the businesses that serve them. In 2018, Barbara launched her latest venture, DFW501c.com, an online business journal focused solely on the North Texas nonprofit market.
Barbara holds a degree form Sewanee: The University of the South and a Certificate in Fundraising Management from Indiana University Lily Family School of Philanthropy. She has always been an active community volunteer and advocate on behalf of social services and child-welfare related causes, having served as a volunteer with CASA of Tarrant County, Leadership ISD, Meals on Wheels, as President of the Burton Hill Elementary School PTO, and as a board member of the Association of Fundraising Professionals, Social Enterprise Alliance and Junior League of Fort Worth.
Gift Planning Advisor, LLC
Lynn has been in the estate and gift planning field for nearly 30 years. She has served as Director of Gift Planning for the University of Pennsylvania (Penn) since 2005 and as an independent gift planning consultant. Prior to joining Penn, she held gift planning positions in health and higher education, served as Vice President with the Merrill Lynch Center for Philanthropy and practiced estate planning and real estate law.
Lynn is a past Chair of the national board of the National Association of Charitable Gift Planners (CGP), a member of the CGP Leadership Institute and a regular faculty member for the Planned Giving Course. She has been a member of CGP since 1993. She is a past board member and past President of the New Jersey Council of Charitable Gift Planners and a current board member of the Planned Giving Council of Greater Philadelphia (PGCGP). As a dynamic and highly rated speaker, Lynn has presented at conferences and meetings throughout the country on a variety of gift planning topics. Lynn is a graduate of Lycoming College and Fordham University School of Law, and is a Proud Penn Parent - times two!
The Planned Giving Agency
Claire Meyerhoff is a nationally-recognized nonprofit marketing specialist and presenter who has worked with hundreds of organizations within the non-profit sector including the Grand Rapids Community Foundation, Outer Banks Community Foundation and National Wildlife Federation. This former broadcast journalist (ABC radio, CNN, SiriusXM) and public relations professional has a unique perspective that is truly "donor centric." She focuses on creating highly-tailored marketing campaigns with a focus on legacy, stewardship and planned giving outreach. She is the producer and co-host of the planned giving podcast Charitable Chit Chat with Cathy & Claire. She is based in Washington, D.C. and Palm Beach County, Florida
Norton Philanthropic Counsel
Founded in 2017, Norton Philanthropic Counsel is a full-service fundraising consulting firm located in Indianapolis and dedicated to its mission of blending the art and science of philanthropy to provide solutions that focus on client success. Melanie’s unique and broad-based background in both business and fundraising allows NPC to specialize in a variety of strategic, campaign, and advancement consulting services.
Prior to the launch of NPC, Melanie was most recently the vice president for development and alumni engagement at DePauw University, leading the University to more than $320 million of a successful $383 million comprehensive campaign and surpassing the original goal some 2 ½ years in advance of the campaign’s end. Her career has included positions in higher ed fundraising, fundraising consulting, and banking (trust and retail).
Melanie is a Certified Fundraising Executive (CFRE) and proud member of the Association of Philanthropic Counsel. She is also a member of and past national chairman of the board for the National Association of Charitable Gift Planners, a board member for The Cabaret Theater in Indianapolis, and has served in several board leadership and volunteer roles for a variety of nonprofit organizations. Melanie speaks regularly across the nation on a variety of topics involving philanthropic work and planning.
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