Ian Porter Tacquard—Alumni Relations and Special Events Manager
St. Margaret’s Episcopal School—San Juan Capistrano, Calif.
United States
Conferences & Training
Summer Institute in Advancement Services
Faculty


Institute Chair

Caroline S. Chang

Caroline S. Chang
Associate Vice President for Advancement Services
Santa Clara University

As the associate vice president for advancement services at Santa Clara University, Caroline Chang oversees all advancement support services, including gift processing, records, reporting and technical services, research and prospect management, stewardship, donor events, budgeting, human resources, facilities for University Relations, and campaign planning and reporting.

Previously, she was the director of operations for Stanford University's office of development, with responsibility for gift processing, biographic records and central files (imaging). Over the course of her career in Operations, she also had responsibility for training and reporting, the help desk, technical support and campaign operations. She began her career in development as a Stanford phone appeal volunteer, and then became director of student and young alumni development for The Stanford Fund. After five years in The Stanford Fund, which included several changes in responsibilities, she became director of annual giving for the Stanford University Medical Center in February 1995. After two years as annual giving director, she was lured by the call of operations and the challenges of converting to a client server database. She became Stanford's managing director of development operations in April 2003 and director of operations in November 2006.

Chang holds both a bachelor's and master's degree from Stanford University, and a master's degree in business administration from the Santa Clara University.



Faculty

Jason Boley

Jason Boley
Assistant Vice President of Development Operations
Riley’s Children’s Foundation

Jason Boley serves as assistant vice president of development operations for Riley's Children's Foundation. His management responsibilities include prospect research, information technology, gift processing and donor relations. He has more than 17 years of experience in development operations and technology systems, primarily for libraries and higher education development offices.

Before coming to Riley, Boley worked as director of prospect management and tracking for Purdue University and as a systems analyst for the Indiana Cooperative Library Services Authority. He also spent several years supporting systems and information needs for the development office at Wabash College during their successful capital campaign and has also worked as a private consultant.

Boley is a recognized leader in fundraising analytics. He has served multiple times on the faculty of APRA International's Data Analytics Symposium and is currently the chair of APRA's Analytics Body of Knowledge initiative. He also recently led Riley's fundraising database conversion efforts that went online in June 2013.

He earned a bachelor's degree from Hanover College, where he majored in history and theological studies. He earned a master's degree in library science from Indiana University. He participates in numerous professional organizations and has spoken frequently at local and national conferences, including CASE, AASP, APRA-IN and APRA International.


Mark Lanum

Mark Lanum
Director of Donor Services
University of Washington

Mark Lanum is the director of donor services at the University of Washington. Over the course of his 14 years in UW Advancement, he has worn a variety of hats ranging from administrative assistant to the AVP, to manager of campaign and institutional reporting, to associate director of prospect management and fundraiser metrics. In his current role as director of donor services, he oversees a team that serves both internal and external constituents, all of whom are committed to ensuring that every donor is glad they gave.

He and his colleagues are developing new strategies and systems to support broad-based stewardship including the systematic collection of data from internal partners and online impact reporting for donors. A people person by nature and a computer nerd by choice, he seeks to bring colleagues together to collaborate, commiserate and celebrate the work of meeting and exceeding donors' expectations.

Committed to continuing educational endeavors, Lanum also leads the highly-selective Advancement Leadership Class, an intensive ten-month program designed to provide a comprehensive learning experience to enhance leadership skills among a diverse group of advancement professionals. Outside the UW, he has spearheaded the creation of a Northwest donor relations group and become a contributing member of the Association of Donor Relations Professionals, where he is currently serving as the conference committee chair for the upcoming 11th Annual International Conference.

He holds a bachelor's degree from Trinity Lutheran College.


Jennifer Liu-Cooper

Jennifer Liu-Cooper
Senior Director of Development & Alumni Relations Services
University of Delaware

Jennifer Liu-Cooper will end her term as the senior director of development and alumni relations services at the University of Delaware on June 30, 2014, when she will begin her new role as a private consultant.

Currently, she guides the prospect research, systems and reporting, data integrity, and gift and record management functions. She serves on the AASP Board, and is an active member of APRA, AFP and CASE.

She has more than 20 years of professional experience in advancement services; having worked at both public and private institutions of higher education (University of Oregon and Vanderbilt University) as well as in development consulting (Bentz Whaley Flessner, JLC Consulting). As a consultant, she specialized in business process redesign, working with clients such as the University of Rochester and Georgetown University to streamline business practices in alignment with industry standards.

Liu-Cooper holds a bachelor's degree in telecommunications and bachelor's degree in public relations from the University of Oregon.


Jennifer Shimp-Bowerman

Jennifer Shimp-Bowerman
Assistant Vice President, Advancement Services
Wake Forest University

Jennifer Shimp-Bowerman is the assistant vice president of advancement services at Wake Forest University, where she leads the teams related to records and gifts, prospect development, technology and reporting. Prior to joining the team at Wake Forest, she worked in research and prospect management at Southern Methodist University and Bucknell University. In 2007, she received the APRA Researcher of the Year Award.


Mary Carole Starke

Mary Carole Starke
Associate Vice President for Operations and Associate Campaign Director
Vassar College

Mary Carole Starke is associate vice president for operations at Vassar College. Vassar recently completed a $400M campaign, surpassing the goal to reach $431M in June 2013. Starke played a strategic role in the planning and implementation of the campaign as an associate campaign director.
In her AVP role, she oversees operations, including gift processing, records management, prospect research, prospect management, donor relations, information services, technology, imaging and budgeting. She is a member of the senior management team responsible for strategic planning for the Office of Alumnae/i Affairs and Development.

Starke began working at Vassar in 1993 as director of research and has served in a variety of roles since then. During her tenure she was a member of the Banner implementation team, spearheaded the creation of fundraising data marts to improve reporting, implemented online giving and imaging software, and developed policy and procedure manuals. Prior to working at Vassar, Starke worked as a senior researcher at Ithaca College and as a research assistant at Gallaudet University.

In addition to her position at Vassar, Starke serves as a consulting vice president for advancement services for Grenzebach, Glier, and Associates, a philanthropic management firm in Chicago. She assists clients with best practices in advancement services and operations.

Starke holds a bachelor's degree from Elmira College and a master's degree from the University of Maryland, College Park.


Meredeth Winter

Meredeth Winter
Senior Philanthropy Program Advisor
The Nature Conservancy

Meredeth Winter is a senior development program advisor at The Nature Conservancy, having celebrated her 15th anniversary with the organization in 2012. Over the years she has held a variety of positions in fundraising, both out-the-door and on the fundraising operations side in annual giving, database support and training, gift and bio records and advancement services management. Throughout her tenure she has focused on organizational design, streamlining processes and systems, team building and fostering collaboration in a geographically distributed organization. A strong advancement services team is critically important for the Conservancy with its 60 fundraising offices across 35 countries, more than 300 fundraisers and database of more than 4 million records.

Winter is a board member of the Association of Advancement Services Professionals, currently in her second term and serving as the organization's president. She holds a bachelor's degree from Dartmouth College in French and Russian language and literature, and a master's degree from Tufts University in applied child development.






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