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Achieving Excellence in Fundraising


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State University.

      Jane Chu, Ph.D., combines her academic research and professional practice in the arts, philanthropy, and business administration. In 2014, she was appointed to serve as the eleventh chairperson of the National Endowment for the Arts, completing her term in June 2018. Dr. Chu is also a practicing visual artist, and a Distinguished Visiting Scholar at the Indiana University Lilly Family School of Philanthropy.

      Aaron Conley, Ed.D., is a faculty member for The Fund Raising School and founder of the consultancy Academic Advancement Partners. He consulted previously with Grenzebach Glier and Associates, where he led the teaching and coaching practice. He also held senior fundraising roles over two decades at a number of research universities. Dr. Conley has authored educational fundraising research articles, book chapters, and a book. He earned a doctorate in higher education from Indiana University.

      Elizabeth J. Dale, Ph.D., is Associate Professor in Nonprofit Leadership at Seattle University and received her doctorate from the Indiana University Lilly Family School of Philanthropy. She is a former development director and CFRE, and her research interests include women's philanthropy and giving to women's and girls' causes, giving among LGBTQ donors, and the intersection of gender and philanthropy. She holds a bachelor's degree in journalism and women's and gender studies from Ohio Wesleyan University and a master's degree in women's studies from The Ohio State University.

      Erik J. Daubert holds the lifetime credential of Advanced Certified Fund Raising Executive (ACFRE) from the Association of Fundraising Professionals (AFP). He is Immediate Past Chair of the AFP Research Council and Past Chair of the Growth in Giving Initiative, the Fundraising Effectiveness Project, and the ACFRE Certification Board. A faculty member with The Fund Raising School, Erik has also served as an Affiliated Scholar with the Center on Nonprofits and Philanthropy at the Urban Institute in Washington, D.C., and taught at several universities.

      Patrick C. Dwyer, Ph.D., is Assistant Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy. He teaches courses on donor motivations, behaviors, and engagement; institutional fundraising and grant writing; and experimental research methods. His research focuses broadly on human motivation, emotion, and prosocial action. He received his Ph.D. in Social Psychology from the University of Minnesota.

      Tyrone McKinley Freeman, Ph.D., is Associate Professor of Philanthropic Studies at the Indiana University Lilly Family School of Philanthropy. Formerly a professional fundraiser in community development, social services, and higher education organizations, he also served as Associate Director of The Fund Raising School. He is author of Madam C.J. Walker's Gospel of Giving: Black Women's Philanthropy during Jim Crow, which won the Association of Fundraising Professionals' Global Skystone Partners Research Prize in Fundraising and Philanthropy.

      Jeri Patricia Gabbert serves as the Vice Chancellor for University Advancement and External Affairs at Indiana University Northwest. She is a faculty member at The Fund Raising School, serves on the Board of Directors for Council for Advancement and Support of Education (CASE) V, and holds the CFRE designation. Jeri Pat holds a B.A. degree from Hanover College and an M.A. degree from Ball State University.

      LaKoya S. Gardner is the Director of Programs and Associate Director of Development for the Mays Family Institute on Diverse Philanthropy in the Indiana University Lilly Family School of Philanthropy. She has over 10 years of experience in fundraising within higher education and other nonprofits. LaKoya received her B.A. from Indiana University–Purdue University Indianapolis (IUPUI) and M.A. in Organizational Leadership from Indiana Wesleyan.

      Nathan Hand serves as Chief Advancement Officer at The Oaks Academy in Indianapolis and Faculty at The Fund Raising School. He has served in leadership fundraising roles in the education sector, founded a community center, and began his career in Washington, D.C. Nathan earned his M.A. from the Indiana University Lilly Family School of Philanthropy, an Executive Certificate in Nonprofit Management from Georgetown University, and undergraduate degree from DePauw University.

      Lijun He, Ph.D., is currently a financial advisor at Merrill Lynch Wealth Management at Seattle Market. In her current role, she primarily works with high net worth individuals and families. Lijun also serves as Vice Chair of P.E.A.R.L. Institute of New York, a nonprofit dedicated to mental health well‐being of Asian American and Asian Pacific Islanders. Previously, she worked as Assistant Professor in Nonprofit Management at Pace University. She earned a doctoral degree in philanthropic studies with a minor in nonprofit management at the Indiana University Lilly Family School of Philanthropy in 2015.

      H. Daniel Heist, Ph.D., is an Assistant Professor of Public Administration and Nonprofit Management in the Romney Institute of Public Service and Ethics at Brigham Young University. His research focuses on charitable giving, philanthropy, and volunteering. His nine years of professional fundraising experience inform his research and teaching. Dr. Heist is a leading expert on donor‐advised funds and co‐founder of the Donor‐Advised Fund Research Collaborative.

      Patricia Snell Herzog, Ph.D., is Melvin Simon Chair and Associate Professor of Philanthropic Studies in the Indiana University Lilly Family School of Philanthropy at Indiana University–Purdue University Indianapolis (IUPUI). Prior, Herzog was an Assistant and Associate Professor of Sociology and Co‐Director of the Center for Social Research at the University of Arkansas. She has published numerous articles, reports, and books, including The Science of Generosity: Manifestations, Causes, and Consequences (Palgrave 2020) and American Generosity: Who Gives and Why (OUP 2016).

      James M. Hodge has spent 44 years in philanthropy working in leadership positions for universities and academic medical centers. Aligned with the Indiana University Lilly Family School of Philanthropy's philosophy, he has been a guest lecturer, teacher in The Fund Raising School, and author of several major gift chapters in Achieving Excellence in Fundraising. Jim is a frequent speaker, workshop presenter, and nationally recognized practitioner of benefactor‐centered, relationship‐based, and inquiry‐driven philanthropy.

      Russell N. James III, J.D., Ph.D., CFP®, is a chaired professor in the Department of Personal Financial Planning at Texas Tech University, where he directs the on‐campus and online graduate program in Charitable Financial Planning (planned giving). He graduated, cum laude, from the University of Missouri School of Law and also completed a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving.

      Paula J. Jenkins serves as the Vice President of Development for the Bloomington campus with the Indiana University Foundation. Paula is a faculty member at The Fund Raising School, serves on the Board of Directors for the Association