Clients

University of Florida Health, Development & Alumni Affairs, Gainesville, Florida (2012-2015)

  • ​Consulted on establishment of a Professional Visit Scheduling Office (2014-2015)
  • Consulted on training presentation to staff on "Road Warriors:  Fundraising Essentials of Cold Calling" (December 2015)
  • One-on-one phone call coaching with development officers to increase success in securing discovery visits (March 2012)
  • Trained development staff on the functions and operations of a Professional Visit Scheduling Office (February 2012)

Tufts University, Boston, Massachusetts (2015)

  • Professional Development Workshop: "The Art and Skill of Outreach:  Best Practices to Secure Discovery and 

        Qualification Visits"


Rutgers University Foundation, New Brunswick, New Jersey (2016-2017)

  • Professional Development Workshop: "The Art and Skill of Outreach: Best Practices to Secure Face-to-Face Visits"
  • ​Call Scheduling Program, One-on-one discovery call training

NorthShore University HealthSystem, Evanston, Illinois (2016)

  • Professional Development Workshop: "The Art and Skill of Outreach: Best Practices to Secure Face-to-Face Visits"
  • ​One-on-one discovery call training


Rady's Children's Hospital Foundation, San Diego, California (2016)  

  • ​Professional Development Workshop: "The Art and Skill of Outreach:  Best Practices to Secure Discovery and Qualification Visits"
  • ​One-on-one discovery call training

​       


The University of Texas at San Antonio, San Antonio, Texas (2016)

  • Professional Development Workshop: "The Art and Skill of Outreach: Best Practices to Secure Discovery and Qualification Visits"
  • ​One-on-one discovery call training

Georgia Southern University, Statesboro, Georgia (2016)

  • Professional Development Workshop: "The Art and Skill of Outreach:  Best Practices to Secure Discovery and Qualification Visits"
  • ​One-on-one discovery call training


 University of Rochester, Rochester, New York (2008-2014)

  • Served as Director of Alumni and Advancement
  • ​Established and managed a Professional Visit Scheduling Office
  • During this period, the Scheduling Office secured over 6,100 discovery visits for Major Gift Officers​​

​​            These visits resulted in:

                    1,725 qualified major gift prospects

                    297 high-end annual giving commitments totaling $3.2 million

                    41 major gift commitments totaling $6.2 million

                    as of Feb 2014 totaling close to $10 million and growing!

  • Mar 2012 Learning & Development Seminar "Understanding Advancement 2012, The Scheduling Office"
  • One-on-one coaching/training with development staff
  • Numerous presentations at team meetings:  (2008-2014)

             Scheduling Office process

             Tools to report and track productivity

             Creating an efficient call list

             Best practices in securing discovery visits and more...

Providence Southern California Foundations,  Los Angeles, CA (2017-2018)

  • Professional Development Workshop: "The Art and Skill of Outreach: Best Practices to Secure Discovery and Qualification Visits"​
  • One-on-one discovery call training

Children's National Health System, Washington, D.C. (2015)

  • ​Professional Development Workshop: "The Art and Skill of Outreach:  Best Practices to Secure Discovery and Qualification Visits" for Grateful Family (June 2015)
  • Program team & mentoring staff one-on-one for outreach to grateful families
  • Professional Development Workshop​: "The Art and Skill of Outreach:  Best Practices to Secure Discovery and Qualification Visits" (November 2015)

Roberts Wesleyan College, Rochester, New York (2017)

  • Professional Development Workshop: "The Art and Skill of Outreach: Best Practices to Secure Discovery and Qualification Visits"​

​​​Leslie A. Chambers, President & CEO

The College at Brockport, State University of New York, Brockport, NY (2016, 2018)

  • Professional Development Workshop: "The Art and Skill of Outreach:  Best Practices to Secure Discovery and Qualification Visits"
  • ​One-on-one discovery call training
  • Customized outreach office