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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 bahttp://genderprinciples.org/index.php?p=79cked by decades of experience.

In Memoriam: Robert M. Zimmerman, Founder of Zimmerman Lehman obituary

Ann W. LAnn Lehmabnehman, J.D., Zimmerman Lehman, Gender and Governance Consultant, has worked in the public interest arena for more than 30 years. Starting as a storefront community lawyer in Portland, she went on to become the Executive Director of a progressive legal organization in New York City, and the California Law Center on Long Term Care in San Francisco.  Ms. Lehman helped create and manage the Trial Advocacy program at Stanford Law School for 20 years.

Most recently Ann also worked for the San Francisco Department on the Status of Women (DOSW), directing policy on the human rights of women and girls. There she spearheaded a private/public collaboration, the Gender Equality Principles Initiative (GEP), a workplace assessment tool for businesses, developed with help from corporate and nonprofit partners such as Google, Levi Strauss & Co., Gap, Deloitte, Symantec, Catalyst and the Center for Talent Leadership. She also drove the creation of the Gender Equality Challenge that led to the showcasing of ten 21st century model workplace practices

Ms. Lehman is the author of Board Members Rule: How to Be a Strategic Advocate for your Nonprofit and Boards That Love Fundraising.  Ann, has for the last 17 years, been the editor and co-editor of ZimNotes, an e-newsletter regarding issues in the nonprofit word. The United Nations, the National Association of Counties, the Italian government, and numerous publications and treatises around the globe have recognized Ann's innovative work. Ms. Lehman 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.

TEAM MEMBERS

Judith Kunofsky, Grantwriting Specialist, has worked with nonprofJudy Kunofsky photo pits 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.

Leyna Bernstein, Executive Recruiter, is a consultant specializing in the leadership needs of small and medium-sized nonprofits. She helps organizations assess their leadership needs, conducts searches for C-level executives, and provides in-depth board coaching and consulting. Leyna often works with organizations undergoing significant change, as in the transition of a founder, making a major shift in fundraising, or helping a board make a critical leap in its focus and performance. Leyna takes a holistic approach to her work, bringing an understanding of the whole organization, its culture and values, to each project. She offers her clients depth of expertise in nonprofit governance and management, combined with 25 years of recruiting experience. Prior to launching her own firm, Leyna served in leadership roles for three Bay Area nonprofit support centers, and spent a decade as a human resources executive in the business sector.

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 Wendy Constantine photointerviews. 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.

Susan Fox, CFRE has worked as an independent fundraising consultant to nonprofit organizations since 1980 and has held the designation of Certified Fund RaisingSusan Fox photo Executive since 1995. She specializes in providing training for clients in major gifts, as well as annual fund, capital and planned giving campaigns. She also provides services in grant writing, appeal letter writing and general fundraising strategies. Susan frequently leads workshops on fundraising throughout the United States and Mexico. She has been an instructor at UC Berkeley Extension, the University of San Francisco and the University of Montana. She is a regular instructor at the Foundation Center and a trainer at CompassPoint Nonprofit Services. She is co-author of Grant Proposal Makeover: Transform Your Request from No to Yes, published in 2006 by Jossey-Bass.

Anu Menon, Event Planning Specialist, is passionate about organizing interesting, thought provoking community building events and has integrated event planning into all of her jobs. As Director of Admissions at Presidio Knolls School, she plans over thirty events per year ranging from fundraising to social to marketing events. Prior to this, Anu was the Associate Director of the San Francisco Department on the Status of Women where she developed innovative and internationally recognized women's and human rights programs, including a series of roundtables bringing corporations and government together to improve the private sector workplace for women. Anu has extensive experience with both domestic civil rights and international human rights issues. She organized an academic symposium at UCLA for Impact 209 on the ten-year impact of anti-affirmative action legislation on California. She has also worked on human rights concerns for women and people of color at the ACLU of Northern California, Lawyers Committee for Civil Rights, Stanford Community Law Clinic, and Human Rights First. Ms. Menon holds a B.A. from Stanford University, a M.A. in International Relations from Johns Hopkins University, and a J.D. from the University of California, Berkeley.

Melissa A. Irish, MBA Philanthropic Counsel To Nonprofits, is a seasoned fundraising professional with 16 years experience raising private sector funds for Bay Area nonprofits. After a decade in senior fund development staff roles in health and human services, workforce development, and environmental organizations, she completed her Masters in Business Administration and established a consMelissa Irish photoulting practice focusing on service to nonprofits. Melissa specializes in creating individual giving programs that yield results. She particularly excels in helping organizations build the capacity to raise major gifts through annual, endowment, capital and planned giving campaigns. Melissa earned her BS and MBA at San Francisco State University graduating with honors. Melissa is an experienced trainer having led workshops for The Foundation Center in San Francisco, The CBO Center in Oakland, and the Center for Volunteer and Nonprofit Leadership in Marin. Workshop topics have included; "Moving Donors Up the Ladder -- a Guide to Moves Management," "Inspire, Motivate and Support Your Fundraising Volunteers," and "Dynamite Development Planning

John 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. FJohn Knox photoollowing 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.

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),Morrie Warshawski photo 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.

Joanne Backman, Finance Management Specialist, has 30 years of experience in financial management and budget, fundraising, executive leadership, human resources, operations and business consulting. Joanne earned her MBA in Arts Management from UCLA, and has worked in art and science museums, social services, conservation organizations, foundations, and schools throughout the Bay Area and southern California. At Jewish Family and Children's Services of San Francisco, the Peninsula, Marin and Sonoma Counties/, where she served as CFO for 16 years, Joanne guided leadership in all fiscal and administrative areas as the agency's budget grew from $2 to $20 million, the endowment grew from $4 $30 million, the staff grew from 60 to over 400, and the facilities grew in number to 15 sites. Serving on the financial management side of fundraising and development, Joanne created detailed investment policy guidelines and led the decision process to choose appropriate investment managers for a number of different organizations. She developed budgeting and financial analysis models for various purposes including annual, longer term and capital budgets, profitability analysis, organizational sustainability, major grant applications, and much more.

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.

© 2014

Zimmerman Lehman
77 Van Ness Ave, Ste 101
San Francisco, CA 94102

415.986.8330 (SF)
510.527.5724 (East SF Bay)

zl (at) zimmerman-lehman (dot) com (email)
www.zimmerman-lehman.com

 

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