Schultz & Williams

Results Through Relationships.

A Partner You Can Trust.

Schultz & Williams partners with outstanding, inspiring clients to make a difference in an ever-changing world. For more than 30 years, our dedicated and talented team of consultants has empowered nonprofits to positively affect millions of lives through their work in areas like healthcare, education, the environment, international medical relief, animal welfare, social justice and the future of our cultural institutions.

Our deep bench of nonprofit and philanthropy experts has worked in our clients’ shoes at organizations just like those we serve. That means we take a uniquely informed and effective approach to address each client’s situation. The result is an actionable, tailor-made plan that will achieve your short- and long-term goals through results-driven strategic planning, staffing solutions, multi-channel marketing and more.

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S&W At A Glance.

Years Serving Nonprofits

Organizations Served

Experts in Their Field


Leadership at Bridge 2019 Conference

Members of our development and direct response fundraising teams pause for a moment before hosting our leadership cocktail reception at the Bridge 2019 Conference. From left to right: Vice President Cathy Card Sterling, Senior Consultant Jessica Brinkley, Project Manager Samantha Green, Associate Account Executive Steve Berman, Senior Account Coordinator Harmony Tasker-Avalos and Assistant Vice Presidents Sarah P. Hartke and Liz Velardi.

Premium Engagement!

At the 2019 Bridge to Integrated Marketing & Fundraising Conference, S&W Director of Digital Experience Brad Levinson presented, “Premium Engagement: Acquiring Prospects Through Social Media.” Co-presenting with Brad is Cecelia Cizek, manager, individual giving and membership, Newseum (middle) and Lizzy Ludwig, director of development, International Campaign for Tibet. A full house of conference delegates attended the session!

A Day in D.C.

(Left to right): S&W Digital Manager Nick Parker; Associate Account Executive Steve Berman; Account Executive Kristin Serrano; and Director, Digital Experience Brad Levinson take a brief pause in Washington D.C. prior to their quarterly meeting with the International Campaign for Tibet. Note Tibetan Prayer Flags in the background!

Team Day

Our Direct Response team held their annual Team Day this spring. Here, during a breakout session, team members give a thumbs up for strengthening partnerships to help power the missions of our clients through strategic multi-channel fundraising programs. Team members from top left counterclockwise are Sarah Fabritiis, Brad Levinson, Patricia Neal, Harmony Tasker and Steve Berman.

Judge Serrano

Kristin Serrano, senior director of insight and experience, has been selected to judge this year’s DMAW MAXI Awards. Celebrating the 40th anniversary of these coveted awards, DMAW recognizes excellence and innovation in marketing, a widely celebrated opportunity for firms and agencies to receive distinctions for outstanding work. Awards will be presented on July 10 during the 14th Annual Bridge to Integrated Marketing and Fundraising Conference in National Harbor, MD.

Congrat's, Karly!

We are proud to announce that Project Manager Karly Forman has been accepted into the MS in Nonprofit Leadership Program at the University of Pennsylvania. Karly will begin her coursework in fall 2019, joining a cohort of other bright, passionate students committed to becoming transformative thought leaders, social entrepreneurs and innovators for social impact.

Go Market

Four of our development team members (left to right) Gaia Faigon, Karly Forman, Samantha Green and Jean Tickell, show their strong support for Philadelphia’s Reading Terminal Market’s (RTM) 2019 “Party for the Market.” Celebrating its 126th anniversary, RTM, a National Historic Landmark, is one of America’s largest and oldest public markets. We’re proud to partner with the Market, providing development counsel and temporary development staffing in support of its mission.

Client Connections

Assistant Vice President Sarah P. Hartke (center) is seen here with Rachel Zabalza (left) and Megan Garner from Lucile Packard Foundation for Children’s Health at the Direct Marketing Association Nonprofit Federation’s 2019 Washington, D.C. Conference. Sarah, Rachel and Megan joined hundreds of fundraising and marketing professionals who exchanged innovative marketing and fundraising ideas. Schultz & Williams was honored to sponsor this year’s event.

Proud to Co-Chair

We’re proud to announce our Vice President Matt Brown as co-chair of the 14th Annual Bridge to Integrated Marketing & Fundraising Conference being held in July. Hosted by AFP-DC and DMAW, this year’s conference, “Change the World with Ideals,” will be attended by more than 2,400 nonprofit professionals from across the nation.

Reunion at CASE-NAIS 2019

We caught up with friends at the CASE-NAIS Independent School Conference in late January–including Karen Harwitt (center), Associate Director of Annual Giving at Marlborough School in Los Angeles, a recent client. Our Project Manager Sam Green (left), Karen Harwitt, and our Vice President Jean Tickell were all happy that Marlborough made the trip to our hometown Philly!

Mary Hackett Speaks at Temple University

Data Analyst Mary Hackett was guest speaker at Temple University’s Marketing Analytics class. Her talk presentation featured how nonprofits capture, house and use their data to make informed fundraising decisions around appeal and solicitor performance, deploying staff, allocating budget and time, and rallying for resources.

Alumni Support

Our three Lehigh University alums were delighted to host a current freshman for a one-day externship during his winter break. Sean Hong ’22 learned about our donor data analytics, visited our client Reading Terminal Market for lunch, and discussed annual giving and capital campaigns. (L to R:) Vice President Jean Tickell ’79, Analytics Associate Jean Guerilus ’10, Sean Hong ’22 and Senior Writer Mike Butler ’86 MA ’88 gathered at our main office in Philadelphia.

Thank You America

Our Senior Director of Insight and Experience Kristin Serrano (left) is seen here with members of the International Campaign for Tibet’s team. Alongside our clients, Kristin attended “Thank You America and Commemoration of 60 Years in Exile for His Holiness the Dalai Lama” event on Capitol Hill. Remarks were made by Speaker of the House Nancy Pelosi and other members of Congress.

American Museum Membership Conference

As a sponsor of the 2019 American Museum Membership Conference in Pittsburgh, we were pleased to have two associates on our direct response membership team meet with clients, partners and many more museum delegates throughout the four-day event. Here, Associate Account Executive Laura Deutsch and Digital Manager Nick Parker man S&W’s sales booth in the marketplace hall.

On safari at the Phoenix Zoo?

On safari at the Phoenix Zoo? Managing Director of Planning Rick Biddle (left), Associate Director Jill Macauley and Senior Consultant Rick Barongi pose for a photo at the Phoenix Zoo during the 2019 Association of Zoos and Aquariums (AZA) mid-year meeting. More than 1,000 zoo and aquarium professionals from across the country attended meetings, roundtables and workshops to discuss issues critical to today’s AZA accredited institutions.

Benny Award Winners

Congratulations to our direct response team for winning a 2019 Benny Award presented by the Philadelphia Direct Marketing Association. Our “Children’s Mercy Wish List Campaign,” led by Senior Director Kristin Serrano, won top honors in the Direct Mail Fundraising/Non-Profit category. The campaign used compelling creative, patient stories and direct response strategies, resulting in a 92% increase in gifts and 76% increase in revenue. Team members Sarah Backenstoe (left) and Danielle Deugo celebrate the win on the Spirit of Philadelphia.

Small Changes, a Big Difference.

Consultant Brooke Buchanan (left) along with Christine Kitzmiller, director of the annual fund at Flint Hill School in Oakton, VA, delivered an outstanding presentation at the Association of Delaware Valley Independent Schools 2019 Directors’ Retreat in Philadelphia. The topic engaged a full house of independent school development leaders and opened a lively discussion about how “Small Changes in Your Annual Fund Can Make a Big Difference.”

Compass Conference at Temple University

Senior Consultants Garth Allen (left) and Carla Ricci (middle), joined by Julia Newman, director of annual giving at the Museum of the American Revolution, presented “How to Find, Engage and Solicit Mid-Level Donors” at AFP-Greater Philadelphia Chapter’s Compass Conference at Temple University. Carla and Garth are working together to explore the challenges of running a mid-level program, offering solutions for how organizations can overcome common obstacles to success.

Successful Capital Campaigns

Senior Consultant Kathleen Watson (left) presented “Fundamentals of the Successful Capital Campaign” at Drexel University’s Museum Leadership Program in May. The presentation features the elements for campaign success and twelve (12) important steps an organization must take as part of a campaign process. You can see Kathy’s full presentation on our site under Insights / Essays & Editorials.

Congrats Kelly Grattan

Congratulations to Kelly Grattan, director, development consulting operations and senior consultant, on her recent recertification as a Certified Fund Raising Executive (CFRE). Kelly shares this prestigious credential with more than 6,300 professionals from around the world. Kelly’s certification demonstrates her high level of commitment to the fundraising profession and the clients and donors she serves.

Direct Response Healthcare Team

President Scott Schultz hosted an evening for our direct response healthcare team and some of our children’s hospital partners attending the 2019 Blackbaud Target Analytics Children’s Hospital benchmarking meetings in Philadelphia. Clients Emily Draud (Cincinnati Children’s Hospital Medical Center); Tricia Bouton and Colleen Dolnick (SSM Health Cardinal Glennon Children’s Foundation, St. Louis, MO); and Megan Garner and Rachel Zabalza (Lucile Packard Foundation for Children’s Health, Palo Alto, CA) are seen here with our team—Liz Velardi, Sarah Hartke, Kristin Serrano, Caroline Lipinski, Sarah Backenstoe and Steve Berman.

11th Annual Mission Possible Gala

President Scott Schultz is seen here with Account Coordinator Leah Garden (left) and Abbie Newman, CEO of Mission Kids Child Advocacy Center, at the Center’s “11th Annual Mission Possible Gala,” spring 2019 in Philadelphia. As an active board member of Mission Kids, Scott is committed to helping the organization accomplish its mission, achieving healing and justice for victims of child abuse.

Reducing the Use of Plastic

Schultz & Williams is committed to reducing the use of plastic items in the workplace. Here, members of our team proudly display our newly branded water bottles; one has been provided to every staff person in the office. “Recent and ongoing news about plastic waste polluting our planet and killing wildlife is reason enough to do what we can to minimize the use of these dangerous products at our firm,” said President Scott Schultz.

Journey Mapping

Project Managers Karly Forman (left) and Samantha Green presented “Journey Mapping: Optimizing the Experience of your Target Audiences to Maximize Enrollment and Philanthropy,” at the “Cultivate 2019” Conference hosted by Faith in the Future and the Archdiocese of Philadelphia Schools. Faith in the Future helps families access an excellent Catholic education. We provide strategies and a process for making that journey a positive and successful experience.

Planning Done Right

Associate Director Jill Macauley (left) and Project Manager Catherine Grace present, “Strategic Planning: The New ‘Right’ Approach that Aligns Mission and Relevance,” at the Catalyst Center for Nonprofit Management’s Nonprofit University at Bucks County Community College. A full house of nonprofit professionals attended the session based on Jill and Catherine’s white paper. Read the white paper.

Fundraising Awards

Team members Leah Garden (left) and Sarah Backenstoe attended the Direct Marketing Fundraisers Association Awards Luncheon at the Yale Club in New York City. Two of our campaigns—”Children’s Mercy Wishlist” and “St. Vincent Meals on Wheels Year-end Email Campaign” were prominently displayed at the event. The day was a wonderful opportunity to mix and mingle with many exceptional fundraising professionals from across the country.

What a Team!

Several of our staff members proudly volunteered their time at the Pennsylvania Society for the Prevention of Cruelty to Animals (PSPCA) headquartered in Philadelphia. Their time was spent preparing adoption packets, making treats and toys, and enriching the day for many resident animals through play. We encourage volunteer work as a way to support our clients and the causes and missions they serve. (Team member clockwise from far left are: Leah Garden, Betsy Murray, Steve Berman, Danielle Deugo, Theresa Archibald, Joe Loria, Harmony Tasker-Avalos, Megan Hughes, Gaia Faigon, Jin Ho, Kristin Serrano, Patricia Neal.)

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Your  Schultz & Williams Team.

Each Schultz & Williams team member has a passion to create a better, more just world, and has the expertise and talent needed to achieve it. With our hearts and minds dedicated to your cause, we create successful strategies, sustainable growth and meaningful fundraising results that effect change.

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