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Judy Lightwater & Associates |
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Selected Consulting References By Type of Work Fund Development and Financial Planning
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1. |
Greater Victoria Women’s Shelter Society Proposals to government, foundations, service clubs, churches, and unions for Victoria’s first second stage housing for battered women. Application to provincial government for scattered units to house women with mental health challenges. Design and implementation of direct mail campaign in 1993. Capital fundraising in 1988 and 1992. Ann Zurbrigg, 250-595-3266, Victoria. |
| 2. |
Fairfield Community Association Design and implementation of direct mail appeal and partnerships for Fairfield Community Centre. Terri Evans, former executive director, 250-386-6328, Victoria. 1995 |
| 3. |
B.C. Civil Liberties Association Fundraising audit, design of new strategies, including planned giving and endowment program, assistance with hiring of in-house staff. John Westwood, former executive director, 604-687-2919, Vancouver. 1993 |
| 4. |
B.C. Association of Specialized Victim Assistance and Counseling Programs Provincial application for operation of new provincial organization. Instructor at Justice Institute of B.C. for women-serving organizations’ non-profit management courses in fundraising and proposal writing. Application for charitable status to Revenue Canada. Tracy Porteous, (604) 633-2506, Vancouver. 1995-2005 |
| 5. |
Intrepid Theatre Fundraising plan for a capital campaign to renovate a permanent theatre space at the Victoria Conservatory of Music. 2005. Fundraising plan and individual giving program. 2008-2009 Ian Case, General Manager, 250-383-2663, Victoria. |
| 6. |
B.C. Society of Transition Houses Partnership design and proposals to foundations and government for province-wide Children Who Witness Violence program. Fundraising for documentary film on children who witness violence. Sheila Brown, 604-731-9974, Vancouver. 1995 |
| 7. |
Nlaka’pamux Nation Tribal Council Fundraising and proposal writing workshop with band council members. Ann Lewis, 250-455-2711, Lytton. 1998 |
| 8. |
Greater Victoria Police Victim Services Design and implementation of fund development strategy including mail appeal, major donor campaign, sponsorships, and foundation grants. Sharlene Smith, Board member, 250-658-1583. 2005 |
| 9. |
Cowichan Women Against Violence Assisted in-house fundraising staff to initiate direct mail program and annual event feasibility. Identification of new funding sources at federal and regional levels. Kathy Skovgaard, 250-748-7000, Duncan. 2002 |
| 10. |
Garry Oak Ecosystem Recovery Team Design of mail appeal, including new privacy legislation requirements. Design of major donor approach and development of annual event. Brian Reader, 250-383-8560, Victoria. 2004 |
| 11. |
Craft Association of B.C. Design and implementation plan for 3 year fund development. Created in collaboration with staff and board in order to increase revenues and sponsorships for the Association. Heather O’Hagan, Executive Director, 604-687-6511, Vancouver. 2005 |
| 12. |
Justice Institute of B.C. Fundraising curriculum design and instruction in the Non-Profit Management for Women’s Services certificate program. Tracy Porteous, 604-633-2506. 2003. |
| 13. | Prostitutes Empowerment, Education and Resource
Society (PEERS) |
| 14. |
Community Energy Association (CEA) Assistance with budget design, budget evaluation, allocation rationale for 2003 fiscal year. Laura Porcher, 598-4031, Victoria. |
| 15. |
Victoria School of Writing Development of major and planned giving program for endowment and scholarship funds. Ruth Slavin, Email Ruth, Victoria. 2003-2005 |
| 16. |
Together Against Poverty Society (TAPS) Request for Proposal for B.C. Ministry of Human Resources. Development of individual giving campaign 2004. Fundraising plan for 2004-2005 Jules Payne. 250-516-1719. 2003 |
| 17. |
Canadian National Institute for the Blind Training and coaching for gift planners from across Canada. 2004-2005 Barry Boyack, 416-486-2500 ext. 7024, Toronto. Coaching for gift planners in B.C. Heather Fugere, 604- 431-2020. Albert Ruel 250-595-1100 (Victoria). 2004-2005 |
| 18. |
West Coast LEAF A series of proposals to foundations and government sources at the provincial and national levels for a national Charter rights conference in 2005. Alison Brewin, Executive Director, Vancouver, 604-684-8772. |
| 19. |
Child Abuse Prevention and Counselling Society of Victoria Fund development plan, including mail appeal and major donor approaches. Fred Ford, 385-6111. 2004-2005 |
| 20. |
Summit Community Services Society Fundraising audit and plan. Cranbrook, BC. Executive Director. 250-489-3114. 2007 |
| 21. |
Recycling Council of B.C. Fundraising plan to increase revenues from corporate sponsors, foundations, and government. Anna Rochelle, 604-683-6009, ext. 302. Vancouver. 2006 |
| 22. |
Victoria Women’s Transition House Individual giving campaign plan. Carolyn Fast, Executive Director, 250-592-2927, ext. 14. 2006 |
| 23. |
Island Deaf and Hard of Hearing Centre Fundraising plan and mail appeal. Penne Roberts, Executive Director. 592-8144. 2007-2008 |
| 24. | Victoria Cool Aid Society and AIDS Vancouver Island Campaign Coordinator for the ACCESS Health Centre reconstruction. Alan Rycroft, Community Relations Coordinator, 250-414-4781. 2008-2010 |
| 25. | Bridges For Women Individual giving program, fundraising plan. Jan Bate, Executive Director, 250-385-7410. Victoria. 2008-2009 |
| 26. | Garth Homer Society Fund development plan and individual giving. Kay Kennish, Executive Director, 250-475-2270. 2008-2010 |
| 27. | Arts and Health Network Fundraising plan and consultation. Nancy Cooley, 250-391-4660. Victoria. 2008-2009 |
| 28. | Canadian Light Music Society/Palm Court Orchestra Individual giving plan and revenue audit. Brian Atwell, 250-477-9732. Victoria. 2008-2009 |
| 29. | Victoria Cool Aid Society Successful 3 year capital campaign to raise the $2.5 million needed for completion of the Access Health Centre project in downtown Victoria. Development of an individual giving program, mail and email appeals, donor research, donor appreciation events and annual planning for fund development. Applications to foundations, churches, corporations and service clubs for capital and annual program needs. Use of social media, advertising, and targetted communication with donors. Active work with community champions and partners to leverage funds from government and foundations. Alan Rycroft, 250-414-4781. 2009-2010 |
| 30. | Pacific Centre Family Services Association Fundraising audit and plan. Individual giving campaign. Mitzi Dean, Executive Director, 478-8357. 2009-2010 |
| 31. | First Peoples Cultural Foundation Fund development plan, applications, meetings with funders, and strategic planning. Ian Batey, Interim Executive Director. 250-216-1429. Victoria. 2010-2011 |
| 32. | Kindale Development Association Fund development strategy, campaign planning, individual giving program consultation. Bea Elliott, Comptroller. 250-546-3005. Armstrong, BC. 2010 |
| 33. | Vancouver Island School of Art. Board/Executive Director consultation on fund development and individual giving campaign. Wendy Welch, Executive Director. 250-380-3500. Victoria. 2010 |
| 34. | Habitat for Humanity Fund development strategy. Patti Sullivan, Executive Director. 250-220-4559. Victoria. 2010 |
| 35. | Community Council of Greater Victoria Fund development strategy. Christina Peacock, 250-383-6166. Victoria. 2010 |
| 36. | Simon Fraser Society for Community Living Fund development strategy. Christina Scott, Executive Director, 604-525-9494. Port Coquitlam, BC. 2010 |
| 37. | The Bridge Youth and Family Services Society Individual giving campaign strategy. Erin Lamoureux, Development Director, 250-763-0456. Kelowna, BC. 2010 |
| 38. | The Federation of Community Social Services of
BC/Board Voice |
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Capacity Building, Board Development, Facilitation |
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1. |
B.C. Association of Specialized Victim Assistance and Counselling Programs Consultation with agencies in each region of B.C. Assistance with creation of the new provincial organization. Design and facilitation of regional meetings with potential member agencies. Facilitation of provincial steering committee and provincial consultation on organizational capacity building and fundraising for member agencies. Tracy Porteous, Vancouver, 604-633-2506. 1990 |
| 2. |
Council of Canadians, Victoria chapter Design and facilitation of annual planning session to establish goals and desired outcomes. Freda Knott, 250-642-5120. 2003 and 2005 |
| 3. |
Manitoba Hydro and Manitoba Ministry of Culture and Recreation Design and facilitation of goal - setting and annual planning sessions with department managers. Joy Kovnats, Winnipeg, 204- 488-7182. 1993 |
| 4. |
B.C. Chambers of Commerce Design and implementation of workshops and planning sessions for provincial and regional B.C. Chamber of Commerce managers. Karen Stephens, Camosun College, Victoria, 370-4560. 1991 |
| 5. |
Canadian National Institute of the Blind (CNIB) B.C./Yukon Assistance with hiring of development director. Consulting to executive director and director of human resources on staff responsibilities for fund development. Heather Fugere, 604- 431-2020. 2005 |
| 6. | Facilitation of goal-setting and planning sessions
for social service agencies’ boards and staff. Clients include Capital
Families, Downtown Eastside Women’s Centre, Surrey-White Rock Women’s
Centre, Big Brothers and Affiliated Big Sisters, West Coast Environmental
Law. 1988-1998 |
| 7. |
Victoria School of Writing Organizational assessment on effectiveness of board governance, board/staff functions, and adherence to mandate. Stakeholder satisfaction and financial sustainability were also measured. Business planning sessions to improve financial sustainability. Ruth Slavin, Email Ruth, Victoria. 2004 |
| 8. |
Women’s Legal Forum-Bar Association of B.C. Facilitation of annual planning session. Jennifer Conkite, 604-662-7544. May, 2005 |
| 9. |
Embroidery Association of Canada Organizational planning for national office, staff and ongoing operations. Gloria Daly, 250418-1066. 2004 |
| 10. |
Greater Victoria Women's Shelter Society Board and staff annual planning session Ann Zurbrigg, 250-595-3266, Email Ann 2009 |
| 11. |
West Coast LEAF Strategic planning session for board and staff. Alison Brewin. 604-684-8772, ext. 111. 2006 |
| 12. | Canadian Coalition of Experiential Women 18 month outcome-based plan. Susan Strega, 721-1239. Victoria. 2006 |
| 13. |
Victoria Women's Sexual Assault Centre Design and implementation plan for a 3 Year Strategic Plan. This process included focus groups with stakeholders and former clients, as well as board/staff planning sessions. Jan Trainor, 370-1197. 2007 |
| 14. |
PEERS 3 Year Strategic Plan. Gwen Taylor, 418-1697. Victoria. 2007 |
| 15. |
Penticton and District Community Resources Society Board retreat re fund development. Mark Rutter, Board chair, 250-809-0446. Penticton, BC. 2010 |
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Feasibility and Needs Assessment |
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1. |
Cornerstone Planning Group Research, interviews and co-author of report on feasibility for Isabelle Reader Theatre in Langford, B.C., a suburb of Victoria. David Whetter, Cornerstone Planning Group, 604-687-5896. |
| 2. |
Oak Bay Kiwanis Rose Manor Society Feasibility for renovations to Rose Manor Seniors Residence. Included review of building, alternatives uses and client groups, and congregate care needs for lower income seniors. Erna Schou Jacobs, former Executive Director, 250-383-0414, Victoria. |
| 3. |
B.C. Association of Specialized Victim Assistance and Counselling Programs Feasibility report on telemarketing as a tool for provincial fundraising efforts. Report available. Tracy Porteous, 604-633-2506. |
| 4. |
Child Sexual Abuse Prevention and Counselling Society 1990 - Feasibility study on building acquisition. 1995 Locating and raising funds for office move and renovation. Fred Ford, 250-385-611, Victoria. |
| 5. | B.C. Ministry of Small Business, Tourism and Culture Feasibility on co-op development model for eco-tourism development in the Sooke/Jordan River Electoral area. 1999. Jenny Farkas, 250-721-1579, Victoria. |
| 6. |
St. Margaret School for Girls Feasibility on major capital improvements. Peter Brimacombe (former development officer), Red Cross, 250-382-2043, Victoria. 1990 |
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Community-Based Research |
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1. |
Prostitutes Empowerment, Education and Resource Society (PEERS) Two year study on the health effects of prostitution on sex trade workers in Greater Victoria. Questionnaire design, SPSS coding, hiring and supervision of peer interviewers, data entry and transcription staff, budgeting, proposal writing, work with advisory committee of health and outreach agency representatives, report writing and public consultation. Cecilia Benoit, University of Victoria, 721-7578. |
| 2. | Women’s Creative Network A study of legal, socio-economic, and educational issues affecting lesbians in Canada using a Victoria profile. Design of questionnaire, data analysis, report writing, consultation, and distribution. Lorraine Cameron, Status of Women Canada, 1-800-811-1511. |
| 3. |
Ministry of Education, Training and Technology Community development sections of a training manual for branch staff. Community profiles on unemployment in ten centres in B.C. for use by non-profit and private employment training providers and branch staff. Jennifer Standeven, Pleasant View Neighborhood House, Vancouver. |
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Fund Development Instruction and Leadership |
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1. |
Vancouver Community College Instructor in the Non-Profit Management Program, 1990-2000. Fundraising, Proposal Writing, and Advanced Planning courses. Barbara Grantham. 604-877-1819. 1990-2002 |
| 2. | Volunteer Victoria Instructor at seminars on fund development and individual giving. Val Green, Executive Director. 250-386-2269. 2004-2010 |
| 3. |
Justice Institute of B.C. Module design and instructor for fundraising section of Women’s Services Management Certificate Program. Caroline White, 604-528-5620. 2004-2006 |
| 4. |
Coast Capital Savings and Centre for Non-Profit Leadership Helping the Helper Workshop Series. Fund Development in Difficult Times Workshops in Victoria, Nanaimo, Langley and Burnaby for Non-Profits. Ellie Parks, Coordinator, 250-653-9612. 2010 |
| 5. |
Oceanside Volunteer Association Fundraising in Difficult Times Workshop for Mid-Island Charities. Yvonne MacGregor, 250-248-2637. Parksville, BC. 2010 |
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©2006-2009 Judy Lightwater
& Associates
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