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.
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.
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 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.
Susan Fox, CFRE has worked as an independent fundraising consultant to nonprofit organizations since 1980 and has held the designation of Certified Fund Raising 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,
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 consulting 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
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.
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.