David directed the past 30 years over 400 strategic and business plans, fundraising studies and capital campaigns, and special projects raising over $715 million in funding. He has a solid track record of positioning and securing significant six and seven-figure investments and vast experience supporting public/private partnerships at the national, state, regional, and local levels.

David was selected in 2022 as a top 16 coach in Nashville by Influence Digest.

Past professional experiences include serving as co-owner/top executive of three national fundraising consulting firms. David also served as CEO of a 131-year-old nonprofit in Nashville TN, focused on foster care and other vulnerable young people, and CEO of the Arthritis Foundation, Southeast Region. He secured the Arthritis Foundation’s first seven-figure personal major gift in its then 64-year history.

David served as Senior VP/CDO for Sumner Regional Health Systems in suburban Nashville, TN and led the $400 million, nonprofit health system’s strategic planning, business development, marketing and public relations, strategic communications, construction and real estate development, legal functions, corporate contributions, community affairs, government relations and fundraising. He also served as VP of the Susquehanna Alliance in Harrisburg, PA; a regional umbrella including the Capital Region Chamber and Capital Region Economic Development Corporation. David began his career as an infrastructure finance analyst in Boston, MA then a litigating attorney in Atlanta, GA.

David resides in Atlanta Georgia.. He earned a cum laude law degree from Tulane University and a Bachelor of Arts from Colgate University. He completed summer studies at University of Mississippi, economic development studies at University of Kentucky, and graduated from Chamber Institute for Organization Management at the University of Delaware. David attends Mass and is a member of Holy Spirit Catholic Church.

Glen directed dozens of successful planning studies and capital campaigns over the past 24 years, always working effectively with both community leaders and the client’s senior management. Glen is particularly proud of the frequency with which former clients ask him back to manage another study and/or campaign.

Glen’s unwavering commitment to our clients, their campaigns, and their communities has been amply demonstrated many times over. Plus, unsolicited “positive word of mouth” earned him the privilege to successfully conduct campaigns in a variety of locales and situations.

Glen’s commitment to our clients does not end when their study or campaign concludes. He maintains frequent contact with the community and the organization’s leaders to monitor progress and to assist in any follow‐up activities.

Prior to starting his fundraising career in 1999, Glen worked in manufacturing and furniture/apparel. He managed plants in Pennsylvania, Virginia, North Carolina, Georgia, South Carolina, and Alabama. While in sales, Glen also represented major design houses in New York, selling to wholesale and retail customers throughout the Southeast and the Mid‐Atlantic. His strong, successful sales and management background and solid interpersonal relationship skills are two of the many reasons for the success of his campaigns.

Glen resides in Prattville Alabama with his wife Susan. They are members of the Presbyterian Church. He earned a B.A. in Political Science from Virginia Tech. Glen likes the outdoors and spending time with his four grandsons.

Lee offers clients over 35 years of fundraising experience and works with nonprofit organizations and institutions of all sizes, sectors, and missions. He directed more than 50 capital campaigns and over 40 non-campaign philanthropy building initiatives, raising over $500 million in funding. His campaign goals range from $1 million to $250 million. He is currently serving as Parish Administer at St. Michael’s Church in Charleston, SC.

Lee formerly served as a Vice President for Development, Director of Development, Director of The Annual Fund, and Major Gifts Officer for universities and hospitals. He is a former President, Partner, and Consultant for several large national fundraising companies.

He began his career as Director of The Annual Fund at Louisiana State University and set consistent records for money raised and alumni participation. At Millikin University, Lee served as Director of Development and led preparations for a comprehensive $250 million capital campaign. Direct reports to him were the Offices of Research and Records, Alumni Relations, and The Annual Fund. At the University of South Florida at St. Petersburg, Lee was the Director of Advancement and tasked with refitting advancement operations for the launch of a system wide capital campaign. Lee served as Executive Director of the Capital Campaign and Assistant Vice President for Advancement during Jacksonville University’s successful $58 million campaign. His work at The Palmetto Health Foundation as Vice President of Development focused on growing major gifts and building planned giving.

Lee was a CFRE for 22 years, a member of CASE for 31 years and an attendee of AHP Conferences for 13 years. He is a faith-based, value-driven professional. Lee resides in Charleston, South Carolina with his wife Carolyn. He holds B.A. and M.P.A. degrees from Louisiana State University. Lee is active at St. Michael’s Church in Charleston SC.

Elizabeth has raised nearly $30 million for economic development and community-based nonprofits.

For over 25 years, she has helped communities, nonprofit organizations, businesses, and individuals achieve their strategic goals. She has a unique ability to find common ground among seemingly incompatible groups, serve as a catalyst for change, and establish synergy where none previously existed. Her distinct background and vast array of experience makes Elizabeth a much sought-after strategic consultant. She is a proven Entrepreneur, Fundraiser, and Psychologist, as well as a U.S. Army Veteran.

Her career began as a soldier in the US Army’s 1st Cavalry Division in Ft. Hood Texas, where she spent four years working as a Behavioral Science Specialist, practicing alongside military psychiatrists and psychologists. After earning both her Undergraduate and Graduate degrees she parlayed her military experience into a career as a School Psychologist, helping direct troubled youth on a path that would lead to gainful employment. Through this sensitive but difficult work she earned the respect and admiration of school administrators, law enforcement, state attorneys, agency directors, and most importantly, the students, teachers, and parents she worked alongside.

Elizabeth has earned the trust of Chambers and Economic Development organizations nationwide. Kentucky Governor Matt Bevins presented her with the state’s highest civilian honor, the Kentucky Colonel Award, for her exceptional work in Henderson Kentucky.

She credits her career success to her strong family values, midwestern work ethic, and her time in the military, which taught her discipline, strategy, and persistence; and ultimately served as the basis for giving her unique insights into the psychology of investing in community initiatives.

Elizabeth splits her time between Norman Oklahoma and Port Orange, Florida with her husband Lawrence. She holds a Bachelors in Honors Psychology from the University of Southern Mississippi and earned an Ed. S. in School Psychology from the University of Northern Colorado.

Mike possesses professional fundraising counsel strengths and versatility in spades. He has served nonprofits coast-to-coast as a CEO, fundraising campaign director, executive search consultant, communications counsel, and beyond.

Mike is personally driven to assist clients achieve their most ambitious goals. He is known for providing strategic counsel, creative solutions, timely and responsive services, and successful results for clients. He is a member (and former Board Member of the Las Vegas Chapter) of the Association of Fundraising Professionals, and provides strategic planning expertise, excellent project management and communications as well as professional fundraising and grantsmanship experience.

Mike was the principal program officer in 11 states supporting 28 capital campaigns and feasibility studies, institutional membership programs, and thousands of individual asks totaling over $95 million in investments. These funds supported chamber of commerce organizations, economic growth initiatives, arts, culture and educational programs, health care and hospital entities, museums, libraries and parks, human services, plus renovation and new construction, endowment, and debt reduction projects. Mike also was the lead consultant and facilitator in developing an extensive and detailed five-year international strategic plan for the International Campaign for Tibet in Washinton, DC. This plan expanded political and humanitarian advocacy across five continents for the Tibetan people.

Mike resides in Las Vegas, Nevada. He earned a Bachelor of Arts, Communication from Borromeo College of Ohio, and a Master of Divinity, Theology from St. Mary Graduate School of Theology.

Johnny offers our clients over 35 years of experience as a fundraiser, planner, and strategist. He is well known for developing strong client relationships, possessing unique vision, and taking a very creative yet down-to-earth and flexible approach to finding his clients new and fresh options.

Johnny’s past professional experience includes working for nonprofit organizations and agencies in healthcare, social and human services, and religious institutions. He has held various leadership roles including chief executive officer, development director, and lead consultant.

Professional fundraising experience includes working on behalf of a wide array of nonprofit organizations, education institutions, and churches. Johnny excels in capital campaigns, annual appeals, offertory enhancement, strategic planning, operational effectiveness, and development assessments. Johnny has directed over 55 campaigns since 2013 alone and raised a total of $250+ million.

Johnny resides in Church Hill, Tennessee. He earned his Bachelor of Science degree from Western Carolina University. Johnny served on the International Catholic Stewardship Conference Board of Directors and volunteers for the American Red Cross “Sound the Alarm” campaign. He and his wife serve as the welcome chairs each Sunday at their church.

Bob offers more than 30 years of experience in development: leading offices, creating strategic plans, executing and growing planned giving, major gift, and annual fundraising programs. Bob draws from best practices learned in both for-profit and nonprofit sectors to achieve successful outcomes for the organizations he serves.

A father of three, Bob leads by example, serving his parish in Medford, MA on its Finance Council, as a Eucharist Minister and as a Lector.

As a former Diocesan Director and consultant to dioceses nationwide, Bob has “walked a mile in your shoes” -- understanding the challenges and needs from an insider's perspective. He welcomes the opportunity to work with your organization and to help it thrive.

Jeff demonstrates a strong commitment to both his faith and community, alongside a distinguished professional career. He has dedicated over three decades to serving as a Catholic Catechist and has held leadership positions within his church, including former Deputy Chair of Mary Queen of the Holy Rosary’s Parish Council and current service on the Finance Council. Jeff is also actively involved with the Knights of Columbus Council, having served as a Previous Grand Knight, and is a member of the Board of Overseers for Saint Meinrad Seminary in Indiana. His commitment to his parish was further exemplified by co-chairing their 2024 capital campaign, which successfully exceeded its goal of over $4 million.

Jeff's educational background includes a Bachelor of Science degree in Aerospace Engineering from the US Military Academy and a Master’s degree in Leadership Development. He had a notable 26-year career as an active-duty Infantry Officer, achieving the rank of Colonel and participating in multiple contingency and combat missions. After retiring from the military, he spent seven years as an executive with Lockheed Martin, managing warfighter contracts both domestically and in combat zones.

Following his time at Lockheed Martin, Jeff transitioned to a career in finance in Lexington, KY, where he became a Financial Advisor and Certified Financial Planner™. He dedicated eight years to advising nearly 500 families in a group recognized as a Forbes Best in Kentucky for 2024.

Jeff and his wife, Marty, cherish time with their four children and eight grandchildren and the occasional cruise, where Jeff can indulge in his passion for SCUBA diving.

Matt brings over 15 years of experience in fundraising, planning, and strategic development to our clients. He is recognized for cultivating strong relationships, demonstrating insightful vision, and employing a creative yet practical approach to developing innovative solutions.

Matt's professional background includes significant roles within nonprofit organizations and agencies across technology, youth associations, and fundraising.

His extensive fundraising experience encompasses work with diverse nonprofit organizations, educational institutions, and faith-based organizations. Matt's expertise includes capital campaigns, annual appeals, offertory enhancement, strategic planning, operational efficiency, and development assessments. Since 2011, he successfully led over 320 campaigns, resulting in over $350 million raised.

Matt resides in Indianapolis, Indiana. His education started with a love of Math and Physics, and led him into several areas of technology and leadership development. He volunteers his time to help local youth programs. His passion to always be learning drives him to be a servant leader in every aspect of his life. His Working Genius pairing is ID Invention/Discernment - The Discriminating Ideator. He looks forward to using his gifts for your organization.