Joanna leads thoughtful software selections and skillfully guides database conversions. Her joy is in creating systems that align with an organization’s specific fundraising strategies and unique business practices. Her specialty is Major Gifts Fundraising implementation. Her passions are efficiency and ROI.

For ten years before joining Zuri Group, Joanna was a fundraising system and donor database consultant to organizations across industries, including the Community Foundation of Western Massachusetts, High Country News, North Carolina Outward Bound, Sheltering Arms Foundation, Shenandoah National Park Trust, Solar Energy International, Thomas Jefferson Foundation, Mind & Life Institute, and WildEarth. Prior to consulting, she served as the Major Gifts Portfolio Manager at the Southern Environmental Law Center and as an executive leader and fundraiser with various arts organizations for 20 years.

She has designed and implemented prospect management pipelines and research processes for campaigns totaling over $250 million and has led over twenty database conversions, primarily into Raiser’s Edge and Salesforce systems. She holds four Salesforce Certifications: Administrator, Platform Developer, Education Cloud, and Nonprofit Cloud, and is a member of the Association of Professional Researchers for Advancement (APRA).

Joanna has presented at regional and national conferences and workshops including CASE-NAIS, Colorado Nonprofit Conference, Virginia Fundraising Institute, Maryland Nonprofits, Santa Fe Community Foundation, and the Center for Nonprofit Excellence, Charlottesville, Virginia.

She holds a Masters of Nonprofit Management from Regis University, a BA in Business and Art History from Boise State University, Art Management studies at the Massachusetts College of Liberal Arts, and Business studies at Pepperdine University. She is in the process of authoring an online resource, Bridging the Gap – A Nonprofit’s Guide to Improving its Fundraising System.