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With a deep understanding of the unique challenges in higher education, The Phoenix Philanthropy Group brings unrivaled global experience and tailored solutions to increase donor support and transformational impact for your institution.

Meet Our Consultants

Consultants for The Phoenix Philanthropy Group average 32 years of fundraising experience, helping to raise more than $16 billion in 39 countries. Meet the experienced professionals at The Phoenix Philanthropy Group who have personally led or consulted on successful fundraising campaigns for higher education.

Richard Tollefson

Founder and President

Experience and Expertise:
Local and Global Fundraising, Campaign Management, Volunteer Leadership, Alumni Relations, Strategic Planning

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Cheryl House

Executive Vice President

Experience and Expertise:
Campaign Management, Community College and Community College Foundation Executive Leadership, Fundraising for Health and Science Related Programs

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Devorah Lieberman

Senior Consultant, Harvard President-in-Residence

Experience and Expertise:
Strategic Visioning, Institutional Sustainability/ Financial Growth, Fundraising and Grants, Crisis Management, Workforce Development, Diversity, Equity and Inclusion, Role of the President and Board of Trustees in a Campaign

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Mark Kelleher

Senior Consultant

Experience and Expertise:
Major Gifts Fundraising, Corporate and Foundation Relations, Advancement Services, Donor Relations

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Lori Redfearn

Senior Consultant

Experience and Expertise:
Systemwide Best Practices, Performance Benchmarking, Accountability Standards, Professional Training, Board Development, Advancement Services and Alumni Relations

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Peter Smits, Ph.D.

Senior Consultant

Experience and Expertise:
Campus Cultures Of Philanthropy, Fundraising Campaigns, Alumni Relations, Communications and Foundation Management

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Jennifer Sachs Dahnert

Consultant

Experience and Expertise:
Leadership, Principal and Major Gifts

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Michal Tyra, PhD

Consultant

Experience and Expertise:
Large Scale Global Fundraising for the Environment, Access to Education and Human Rights

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Linda Fine

Of Counsel

Experience and Expertise:
Fundraising for Higher Education, Cultural Institutions, and Social Services; Corporate and Foundation Relations

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Nancy Treser Osgood

Of Consultant

Experience and Expertise:
Alumni Volunteer Programs, Strategic Partnerships

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Linda Fine

Of Counsel

Experience and Expertise:
Fundraising for Higher Education, Cultural Institutions, and Social Services; Corporate and Foundation Relations

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Nancy Treser Osgood

Of Consultant

Experience and Expertise:
Alumni Volunteer Programs, Strategic Partnerships

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Accelerate Strategic, Outcomes-Driven Success With Our Services

Elevate your institution’s fundraising success with innovative solutions that build broad-based donor support and ensure long-term sustainability.

CAMPAIGN
FUNDRAISING

Campaign Fundraising
Comprehensive and targeted fundraising, capital, and endowment campaigns that align with your mission and inspire transformational giving.

STRATEGIC
PLANNING

Strategic Planning
Customized planning tools ensure comprehensive organizational strategic plans designed for successful implementation and achievement of your organization’s unique goals, strategies, and tactics.

ALUMNI
ENGAGEMENT

Volunteer Leadership
Engagement strategies to develop alumni programs, services, and events that enhance student and alumni engagement.

Relationship
Management

Advancement Academy
Tailored strategies, tools, and systems that elevate every stage of the donor experience — from identification and cultivation to solicitation, stewardship, and long-term engagement.

DATA AND INFORMATION MANAGEMENT

Advancement Academy
Systems, processes, policies, and procedures to ensure effective prospect and donor relationship management, donor accountability and stewardship, and institutional and community accountability.
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Our Higher Education Clients

Ana G. Méndez University

ASU – Educational Outreach and Student Services

ASU – School of Art, Herberger Institute for Design and the Arts

Boston University

California State University Chancellor’s Office

California State University – Dominguez Hills

California State University, Fullerton

California State University Maritime Academy

California State University, Long Beach College of the Arts

California State University, Los Angeles

California State Polytechnic University, Pomona

California State University, Sacramento

California State University, San Bernardino

California State University, Stanislaus

Darla Moore School of Business at University of South Carolina

East Valley Institute of Technology (EVIT) Foundation

Eastern Washington University

Florida International University

Fresno Pacific University

Laguna College of Art+Design

Macquarie University

Maricopa Community Colleges Foundation

Melbourne Business School

MiraCosta College

Montclair State University

Mount Saint Mary College

Pacific School of Religion

Pacifica Graduate Institute

Pima Community College Foundation

Portland State University Foundation

Portland State University, Master of International Management Program

Saddleback College

San Francisco State University

San José State University

Sistema Universitario Ana G. Méndez

Sonoma State University

The Tower Foundation of San José State University

Thomas Aquinas College

Thunderbird School of Global Management at ASU

Universidad Ana G. Méndez

University of Arizona

University of Arizona Foundation

University of California, Berkeley School of Law

University of California, Irvine School of Law

University of California, Santa Cruz

University of Houston-Downtown

University of La Verne

University of Michigan – Dearborn School of Management

University of Montana Foundation

University of Southern Indiana

Western University of Health Sciences

Zayed University

Connect to the “Presidents Corner” quarterly newsletter to gain relevant and timely insights into unique topics related to practical leadership and fundraising for University Presidents.

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