Corporate Profile Overview Our Philosophy Scope of Business Team Biographies Clients Presentations Scott Decksheimer, CFRE President & Principal Consultant scott.decksheimer@ninelions.ca Business: 403.210.0095 Mobile: 403.461.7095 Nine Lions Development Consulting www.ninelions.ca Nine Lions Development Consulting Corporate Profile Nine Lions Development Consulting Overview Nine Lions is focused on excellence and growth in fund development programs. Since 2004, Nine Lions has been helping organizations with their fund development programs and capital campaigns. We’ve worked with a broad range of clients in all non-profit sectors – health, education, social services, Arts, recreation, conservation, government, etc. We aim to offer a customized approach that is unique to each project, regardless of the size and scope. Our team of certified consultants, researchers and writers will work closely with your staff to provide the skills, knowledge and focus to launch them on the road to success. While we are a Calgary based consulting firm, we work with non-profits of all sizes throughout Western Canada. Please contact us to find out how we can help your organization achieve its potential. Our Philosophy At Nine Lions we believe in creating sustainable programs that will ensure the long term viability of an organization and build solid relationships with their donors. Our ultimate goal is to foster the “expertise development” of internal talent. People are every organization’s greatest asset. We offer personalized service with a strategic approach exclusively tailored to each organization we work with. In all projects, Nine Lions owners and principals work directly with the client, ensuring quality of process and product. Nine Lions Development Consulting Corporate Profile Business Focus Scope of Business Nine Lions Development Consulting is focused on three main areas of service: 1. Campaign support and development services ensure that organizations that are looking at a major fundraising campaign are provided with the expertise to complete their campaign effectively and efficiently. We work with clients to help them meet their targets through planning, leadership development, solicitation and stewardship. How will new revenue be generated in the organization? 2. Fund development planning featuring a fund development assessment and audit with recommendations for successful implementation. We know that organizations are often looking for a framework to make the best decisions in their development program. We work with clients to assess and review the revenue programs and ensure that there is an appropriate revenue and program mix for the organization. The outcome of the assessment is a fund development plan with recommendations for implementation ensuring long term growth and sustainability. Do the staff and volunteers have the guidance they require for success? 3. Organizational support and/or individual mentoring services provide on-the-ground support for organizations. Ranging from 16 hours to 12 days per month, Nine Lions will work with leaders and staff to develop and implement new approaches to building a fund development program. Our goal is to provide teams with the required knowledge and expertise to operate a successful fund development program using in-house talent. We structure our plan to have our consultancy completed within one year of the initiation of the project. How will the organization structure the Campaign and ensure that the goal is met? Nine Lions Development Consulting Corporate Profile Biographies Scott Decksheimer, CFRE Principal Consultant, Nine Lions Fund Development Consulting Scott Decksheimer has worked in the non-profit field for 14 years and founded Nine Lions Development Consulting in 2004. Before moving to consulting, Scott was the Director of Fund Development at the Southern Alberta Institute of Technology (SAIT) in Calgary for four years. At SAIT, he worked with his team of 20 to complete an $80,000,000 campaign, which at the time was the largest fundraising campaign in southern Alberta history and the second largest in Alberta’s history. That campaign surpassed its goal in the 44th month of a 60 month campaign. Prior to joining SAIT, Scott was the Executive Director of The Kidney Foundation of Canada (Saskatchewan Branch) and Manager of Fund Development and Media Relations at the Canadian Diabetes Association, Saskatchewan Division. He has a wide array of experience including lotteries, moves management, alumni campaigns, foundations, direct mail, phone campaigns, sponsorship, events, planned giving, major gift and capital campaigns. Scott remains active at the local and national levels of the Association of Fundraising Professionals (AFP). He is a Member of the Board and Executive of the AFP Foundation for Philanthropy Canada. He was the founding President of the Saskatoon Chapter of AFP and was actively involved in the formation of the AFP Canadian Council. Scott currently volunteers on the Board of Directors for The SHARP Foundation and also volunteers on advisory committees with the United Way of Calgary and Area, Calgary Chamber of Voluntary Organizations and CentrePoint (formerly the Calgary Centre for Non-Profit Management). Scott has presented internationally on topics including “Developing Your Case for Support,” “From Tin Cup to Fund Development,” and “Fundraising Tactics for the Small Non-profit Organization.” He is well known for his groundbreaking research with Tony Myers titled “Origins of Giving . . . Affairs of the Heart,” which relates to the philanthropic interests of major gift donors and the roots of their philanthropic spirit. He has worked with a North American team of development professionals to create a program to teach the model for conversation which he helped to develop. Scott is a proud graduate of the University of Saskatchewan. Nine Lions Development Consulting Corporate Profile Biographies - Continued Jolayne Davidson Gardner, M.A., CFRE Senior Associate Jolayne Davidson Gardner joined Nine Lions Development Consulting in 2007 as a Senior Associate. She brings with her 15 years of non-profit management experience and education. Jolayne has enjoyed creating capacity and sustainability for a variety of non-profit organizations. Since her first grant writing assignment with a small non-profit organization dedicated to Aboriginal education and employment, she has worked with conservation groups, the arts, education providers and government and social service agencies. As a development practitioner, Jolayne has had the privilege of working for the Accessible Housing Society as their first Director of Development. From there, she joined the Boys and Girls Clubs of Calgary as Director of Development. While with the Boys and Girls Clubs of Calgary, she lead a staff and senior volunteer team to their goal of $8.5 million in the organization’s first ever capital and endowment campaign, completing it in less than 18 months. Jolayne has worked with numerous senior fundraising volunteer committees, boards and staff members within organizations at various stages in their philanthropic programs. She has been successful in the areas of foundation, individual and corporate relations, staff recruitment and retention, government relations and major gift campaigns. She specializes in the management and communication strategies, including the human resource requirements that are critical to the establishment and maintenance of a sustainable development program. Jolayne is a strong proponent of mentorship having benefited significantly from both sides of such relationships. She has been an active mentor with the Association of Fundraising Professionals (AFP) for many years. She was the co-chair of Calgary’s 2006 Philanthropy Awareness Week Professionals Forum, a venue for senior development practitioners to share their knowledge and further hone best practices. As part of her commitment to encouraging excellence within the fund development profession, she has voluntarily taught the AFP First Course in Fundraising and the Certified Fundraising Executive (CFRE) Review Course. Jolayne was a volunteer with the 2011 AFP Banff Compass Conference and was a jury member for the 2010 and 2011 Generosity of Spirit awards. Her volunteering includes assisting her municipality with grant writing and project management of community based conservation initiatives. Nine Lions Development Consulting Corporate Profile Jolayne has completed her National Certificate in Fundraising Management at Mount Royal College. In addition, having graduated from the University of Calgary with Bachelor of Arts with Distinction, she has gone on to successfully pursue her Master of Arts in Philanthropy and Development at Saint Mary’s University of Minnesota. Her area of expertise relates to the sustainability and effectiveness of conservation organizations, particularly rural land trusts. Jolayne lives on a ranch southwest of Calgary. Andrea McLellan, CFRE Senior Associate Andrea has been a fund development professional for over 20 years. She has extensive experience in major gifts, capital campaign and annual fundraising. Additional areas of expertise include direct response marketing, special event management, volunteer management and communications. Andrea’s career has taken her from her childhood home in Saskatchewan to BC and finally Alberta. Andrea has held senior fund development positions with a number of not for profits including the Heart and Stroke Foundation of Saskatchewan, BC Children’s Hospital Foundation and the Calgary Health TrustFoothills Hospital. As Major Gifts Officer at the University of Calgary - Faculty of Management, STARS and The Kidney Foundation of Canada, Andrea was part of three successful capital campaigns raising over $48 million. Andrea has taught fund development through Mount Royal University and the Association of Fundraising Professionals. She also has significant experience in public and media relations. Andrea believes in the importance of community and has been a volunteer for many organizations over the years including Saskatoon Community Radio (where she hosted her own radio program), the United Way of the Lower Mainland, UNICEF and the Summit Foundation. She has served two terms on the Board, chaired and been a member of many committees of the Calgary and Area Chapter of the Association of Fundraising Professionals. Andrea holds a Bachelor of Arts degree from the University of Saskatchewan and is a Certified Fundraising Executive. Nine Lions Development Consulting Corporate Profile Biographies - Continued Kristi J. Puchbauer, CFRE Senior Associate Principal, Omega Development Solutions Omega Development Solutions is an Alberta based consulting firm founded by Kristi J. Puchbauer, CFRE. Employed in the non-profit field for 15 years, Kristi has served as Assistant Director of Major Gifts for Lutheran Hour Ministries (LHM) in St. Louis, Missouri. Prior to joining LHM, Kristi held fund development positions with Covenant House Vancouver, Elks & Royal Purple Fund for Children, and Canadian Mental Health Association. She has a wide array of experience including strategic planning, prospect research, planned giving, major gifts and capital campaigns. Kristi’s collaborative approach to philanthropy has resulted in a winning track record in support of a wide range of charitable causes including education, youth, religion, social services, health care, and arts and culture. Her strength as a fund development professional stems from her commitment to learning, training, and mentorship. She is a Certified Fund Raising Executive (CFRE) and is a member of the Association of Fundraising Professionals (AFP), the Association of Professional Researchers for Advancement, (APRA), and the Association of Lutheran Development Executives (ALDE) where she serves as on the International Board of Directors and as President of ALDE-Canada. Kristi received her Bachelor of Arts degree from Concordia University College of Alberta and holds a Certificate in Voluntary Sector Management with a major in Fundraising Management from Grant MacEwan University Nine Lions Development Consulting Corporate Profile Biographies - Continued Wendy Fallon Project Coordinator Wendy has worked in the non-profit sector for over seven years and has extensive experience in a number of key positions. Before joining the Nine Lions team, she worked for the Calgary International Film Festival where she managed the Community Outreach program, establishing and maintaining partnerships with community stakeholders and sponsors. She also had the privilege of programming for the Festival, including the Youth Film Series, Films for Families and Music on Film. Her project management experience includes revising the Festival’s Volunteer Program and successfully launching the Youth by Youth Cinema Contest in schools throughout Calgary. She is an experienced writer whose articles have appeared in various Calgary publications and programs. Her skills and knowledge include researching and writing government and foundation grants, with an emphasis on arts funding as well as community initiatives. Wendy’s career also includes two years in business management, with experience in accounting, human resources, marketing and general office administration with Nuvo Hotel Suites and O Hotel Suites in Calgary. Wendy holds a Bachelor of Arts degree from Concordia University in Montreal and is an active volunteer in the Calgary community. Nine Lions Development Consulting Corporate Profile Current and Past Clients Projects and General Counsel: In over 7 years, Nine Lions has served a broad range of clients in varying roles. Accessible Housing Society Alberta Motor Association Foundation Algonquin College Foundation & Algonquin College Aspen Family and Community Network Society CARE Canada Calgary Chamber of Voluntary Organizations (CCVO) Calgary Olympic Development Association (CODA) Calgary Philharmonic Orchestra Calgary Pro Musica Society Canadian Celiac Association - Calgary Chapter Canadian Mental Health Association - Calgary Region Cantos Music Foundation - National Music Centre Catholic Family Services CentrePoint Cerebral Palsy Association in Alberta Champions Career Centre Children’s Services Centre (Red Deer) Decidedly Jazz Danceworks EducationMatters Enviros Wilderness School Association EPCOR CENTRE for the Performing Arts Foothills Academy Heart & Stroke Foundation of Alberta, NWT & Nunavut Independent Living Resource Centre of Calgary Light Up The World Foundation (LUTW) Lloydminster Regional Health Foundation Meals on Wheels Calgary Northern Alberta Institute of Technology (NAIT) The SHARP Foundation South Fish Creek Recreation Centre STARS Towns of Drumheller United Way of Calgary and Area Wood’s Homes Foundation Nine Lions Development Consulting Corporate Profile Presentations to the following organizations: AFP Calgary Chapter 2002, 2010 AFP International Conference 2003, 2004 AFP Saskatoon Chapter, 2004 AFP Toronto Congress, 2002 AFP Victoria and Area Chapter, 2009 Alberta College Fundraisers, 2002 Alberta Sport and Recreation Leadership Summit, 2004 Alberta Sports Council, 2005 Alberta’s Promise 2006, 2007 Association of Colleges and Community Colleges (ACCC) Association of Lutheran Development Executives, 2009 Banff Compass, 2011 Battlefords Union Hospital Foundation - North Battleford, 2006 Blazing New Trails - Western Fundraising Conference 2005 Boys and Girls Clubs of Alberta Calgary Sport Council 2004, 2006, 2007 CentrePoint 2002, 2003, 2004, 2005, 2006, 2008, 2009, 2010, 2011 Edmonton Sport Council 2006 Habitat for Humanity 2004 International Fundraising Congress – The Netherlands (Resource Alliance) 2007, 2008 KidSport Calgary 2006 Public Legal Education Network Association (PLENA) 2005 Saskatchewan Historical Foundation, 2000 Saskatoon Society of Fundraising Executives, 2007 Southern and Central Alberta Food Bank Federation 2006 Town of Lacombe, 2005 Town of Penhold, 2008 Youth Central (formerly Child and Youth Friendly Calgary, 2008 Nine Lions Development Consulting Corporate Profile