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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 backed by decades of experience.

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

Ann W. LAnn Lehmabnehman, 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.

TEAM MEMBERS

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 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.

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.

Mariana MooreMariana 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 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.

Anu Menon, Gender Issues and Event Planning Specialist, is passionate helping organizations think strategically about addressing gender issues, with a focus on improving the workplace for women. She is also an expert in 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 planned over thirty events per year ranging from Anu Menonfundraising 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 BA from Stanford University, a MA in International Relations from Johns Hopkins University, and a JD from the University of California, Berkeley.

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.

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
415.986.8330 (SF)
510.527.5724 (East SF Bay)

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www.zimmerman-lehman.com

 

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