The Zimmerman Lehman Team
At Zimmerman Lehman we have established a team of knowledgeable, friendly and experienced professionals who can provide the right support and information to ensure a healthy future for your nonprofit. Our firm was founded in 1988 by Robert M. Zimmerman, nationally known fundraising specialist and author. The Zimmerman Lehman team includes experts in all areas of nonprofit development and management, such as board training, facilitation, fundraising, planning, evaluation, marketing and public relations. Each Zimmerman Lehman associate is an independent consultant in the nonprofit sector with a unique area of expertise; we put together a team to make sure that all client needs are met. Zimmerman Lehman provides fresh insight, efficient and reliable service, sensitivity to the nonprofit culture, and an objective voice backed by decades of experience.
Ann W. Lehman, JD, Principal at Zimmerman Lehman, Governance and Gender Specialist, has worked in the public interest arena for more than 35 years as a lawyer, executive director, policy expert and consultant. To complement her nonprofit consulting work, Ms. Lehman has authored Board Members Rule: How to Be a Strategic Advocate for your Nonprofit and Boards That Love Fundraising. At the start of her legal career, Ms. Lehman supervised a storefront public interest law center in Portland geared to senior citizens and was the executive director of the California Law Center on Long Term Care. Zimmerman Lehman has worked with close to 100 advocacy nonprofits throughout the U.S to forge better futures.
In May 2014, Mayor Ed Lee honored her for 20 years of advocating for woman and girls as the Gender Advisor for the San Francisco Department on the Status of Women. There she spearheaded a private/public collaboration, the Gender Equality Principles Initiative (GEP), highlighting 21st century model workplace practices, developed with help from corporate and nonprofit partners such as Google, Levi Strauss & Co., Gap, Deloitte, Twitter, Catalyst and the Center for Talent Leadership.
Ms. Lehman is also the editor of ZimNotes, the free nonprofit e-newsletter now in its 17th year of publication. She has also taught workshops in such areas as board members' roles and responsibilities, board and staff relations, strategic board member recruitment, advocacy, strategic planning, leadership, and major donor fundraising, as well as human rights, bias, gender analysis and gender budgeting.
Janice Vela, Fundraising Specialist, has a mission is to coach the next generation of development professionals and nonprofit leaders in the art of fundraising for the overall wellness of their institutions and communities. Her belief that effective fundraising requires a viable long-term vision, careful strategic planning, “resource full” infrastructure and realistic expectations for sustainable growth, has been learned from the “school of hard-knocks” - 13 years as a development director, working side by side deans, presidents, board members and executive directors at University of San Francisco School of Law, Canal Alliance (San Rafael), San Francisco Parks Alliance and Schools of the Sacred Heart (San Francisco). In addition to coaching, Janice can evaluate, make recommendations to improve development systems, build and implement major gifts solicitation plans, and write foundation/corporate grant proposals. Ms. Vela’s has a Masters of Social Work (Research specialization) from San Jose State and her BA from UC Berkeley.
Judith Kunofsky, Grantwriting Specialist, has worked with nonprofits since 1974. As a senior staff member at the Sierra Club, Greenbelt Alliance and Yosemite Restoration Trust. Judy gained substantial experience writing grant proposals to foundations, corporations and government agencies. A consultant since 1998, Ms. Kunofsky works with arts, education, environmental, health, and social service clients to prepare well-written, compelling letters of inquiry and proposals that reflect the client's language, tone and emphasis. Judy has a Ph.D. in mathematics from the University of California at Los Angeles and has received leadership awards from six organizations.
Morrie Warshawski, Strategic Planning and Arts Funding Specialist, has worked in the nonprofit arts sector for over thirty years as an administrator, consultant, facilitator, teacher and writer. His practice has included work with State and Regional Government Agencies (South Carolina, Missouri, Michigan, California), Foundations (Bush, MacArthur, Pew Charitable Trust), The President's Commission on the Arts and the Humanities, and numerous nonprofit organizations in many disciplines (Operation Shoestring, California Coalition for Youth, Michigan Alzheimer's Organization, San Francisco Museum of Modern Art, St. Louis Black Repertory Company, and others). Warshawski has extensive experience in strategic planning. He designed and edited a website devoted to strategic planning essays for the National Endowment for the Arts, called Lessons Learned. Warshawski recently completed writing A Planning Toolkit For State Arts Agencies published by the National Assembly of State Arts Agencies (NASAA). He is the author of many articles, and of two books, Shaking The Money Tree: How To Get Grants And Donations For Film And Video- 2nd Edition (Wiese Books, LA), and The Fundraising Houseparty.
Mariana Moore, Strategic Counsel, Organizational Development and Capacity Building Specialist, serves nonprofit organizations throughout the Bay Area that are ready to take their business model and mission impact to the next level. Ms. Moore has over two decades of hands-on experience as an executive director, consultant, facilitator and board chair. With this rich diversity of perspectives, she excels at working with organizational leaders in pragmatic ways to bring out their best thinking and generate high-value outcomes. Mariana specializes in helping executive and board leader of all types of nonprofit organizations to refine their vision, modernize their business model, support excellent leadership, and stay strategically nimble. Mariana received her B.A. from Mills College and was a Fellow with the Coro Center for Civic Leadership in San Francisco. As a facilitator, she is trained in several methodologies, including the Technology of Participation (ToP) through the Center for Strategic Facilitation, Open Space, and Organization and Relationship Systems Coaching (ORSC) through the Center for Right Relationship. She is a member of the Association of Fundraising Professionals, Development Executives Roundtable and Bay Area Nonprofit Consultants. She is also active as a community leader, currently serving on the board of LeaderSpring and as past board chair of the Diablo Valley College Foundation.
Wendy Constantine, Program Evaluator and Survey Researcher, has expertise in survey research as well as in a variety of other evaluation methodologies. She conducts studies in the public interest employing surveys, focus groups, and interviews. Her creative, multi-method studies yield practical information our clients use to improve services to families and communities. In addition to program evaluation, Wendy conducts needs assessments, research to support strategic planning and management consulting. Specialties include study design, questionnaire development, qualitative studies including focus group facilitation, data analyses, and report writing. Wendy enjoys teaming with other consultants and research organizations.
Amy Ackerman, JD, Gender legal specialist & public board expert, serves as a Commissioner on the San Francisco Commission on the Status of Women and has over 20 years of experience practicing law in the public and nonprofit sectors. She served as the legal counsel to the Commission on the Status of Women, for which she drafted San Francisco’s landmark CEDAW ordinance, based on the human rights for women treaty and directed the investigation and authored the City Attorney’s investigative report on the domestic violence homicide of Claire Joyce Tempongko----which led the City to make substantial reforms to the City’s response to domestic violence. Ms. Ackerman also helped establish and sat on the advisory board for the Gender Equality Principles Initiative, a workplace program that promotes gender equality. Amy spent 16 years as a deputy city attorney at the San Francisco City Attorney’s Office, advising boards, departments, commissions and task forces, including drafting legislation.
Currently, Amy is a consulting attorney with the National Policy and Legal Analysis Network to Prevent Childhood Obesity (NPLAN), providing legal services and policy analysis to help communities nationwide promote healthy eating and active living. Her most recent publications are Buy Healthy, Buy Local: An Analysis of Potential Legal Challenges to State and Local Government Local Purchase Preferences, published in The Municipal Lawyer Magazine and The Urban Lawyer (the National Journal on State and Local Government Law). Ms. Ackerman also served for five years as the inaugural Director of Training for the San Francisco City Attorney’s Office, developing and supervising delivery of a comprehensive training program for all deputy city attorneys addressing both practice skills and substantive areas of law. She drafted the City’s Good Government Guide, a manual for city officials and commissioners. Ms. Ackerman is a graduate of Brown University (magna cum laude and Phi Beta Kappa) and Stanford University Law School.
M. Knox, Public Relations and Marketing Communications Specialist,
is a seasoned professional who has more than 20 years of experience
with nonprofits and for-profit organizations. John worked at St.
Mary's Hospital Medical Center in San Francisco for seven years,
where he served as Director of Public Relations. Following St. Mary's,
he was an account supervisor in the San Francisco office of Burson-Marsteller.
His background includes newspaper reporting and book publishing.
He has earned numerous awards from the Public Relations Society
of America, the International Association of Business Communicators
and the Catholic Health Association. He also has served as an expert
witness on the subject of healthcare marketing. John received his
Bachelor's degree in communications from the University of California,
Davis, and he has also completed several post graduate programs
and continuing education courses.
Philip J. Murphy, Planned Giving Specialist, has served the nonprofit community for over 26 years. After serving as Director of Development at Sunny Hills Children's Services in San Anselmo, CA, Phil became an independent planned giving consultant. His clients have included the Archdiocese of San Francisco, the Mount Zion Institute on Aging and Canine Companions for Independence. Phil received his MBA from Pepperdine University in 1981. He is a past President of the Northern California Planned Giving Council.