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

OUR TEAM IN 2019

An Eye Full

Wills Eye Ball 2019: For Your Eyes Only marked 60 years of the Wills Eye Hospital Retina Service, celebrating its rich legacy of scientific advances, medical breakthroughs and pioneering treatments for conditions and diseases of the retina. As a proud partner with Wills Eye Hospital, our senior development consultants Eileen Hillman (far left) and Carol Forte (far right) are seen here at the Ball on November 2 with Dr. Julia A. Haller, MD, Wills Eye Ophthalmologist-in-Chief and her husband Dr. John Gottsch.

Introducing

Vice President and Managing Director Susan Scauzzo had the privilege of introducing Anthony Alonso, president of Catapult Fundraising, Inc. (Henderson, NV) as a speaker at this year’s Planned Giving Day in Philadelphia. The event, hosted by the Planned Giving Council of Greater Philadelphia, serves as the premier venue for the region’s gift planning professionals.

Wild Ride!

For more than 30 years, we’ve partnered with The Toledo Zoo & Aquarium to promote and grow its membership program. Planning ahead for the Zoo’s 2020 campaigns are from left to right: Betsy Murray; Laura Deutsch; Tana Benford, the zoo’s assistant director of development and membership; Chrissy Redrup, the Toledo’s Zoo’s partner at CommunicaWorld creative and media agency; Shayla Bell Moriarty, Toledo’s chief of staff & Sr. VP; and Kylie Gyurgyak, CommunicaWorld’s account coordinator.

Talented Team

There’s no end to the talent at Schultz & Williams. During our fall team building lunch, Sarah Backenstoe, Jeff Clarke (back), Sarah P. Hartke, Kelly Grattan, Kristin Serrano, Danielle Deugo, Theresa Archibald and Harmony Tasker-Avalos show off their decorated pumpkins, one more artistic than the next!

Live from S&W!

S&W hosted lunch for community partners as part of the Philadelphia Foundation’s “On the Table Philly 2019” designed to elevate civic conversation about the opportunities and issues we face in our community. Here, (from left to right) are Jean Tickell; Karly Forman; Danielle Deugo; Josh Miller-Myers, Philadelphia Health Management Corp.; Jin Ho; Susan Scauzzo; Asha Davis, Drexel University; and Nora Sutherland, Korn Ferry discussing, “Philanthropy and the Fundraising Profession: How will the next generation impact Philadelphia?”

Wildlife Gala

At its Annual Global Conservation Gala, the Philadelphia Zoo honored extraordinary individuals who are making a difference for wildlife. Attending this year’s gala (left to right) are: S&W Senior Consultant Betsy Murray; Philabundance Senior Vice President, CDO Sara Hertz; and S&W Vice President Susan Scauzzo. Betsy, Sara and Susan were delighted to support the outstanding work of the evening’s Conservation Impact Awardee, Dr. Joan C. Hendricks, for her leadership in animal care and conservation.

Two Way Street

All the best to Danielle Deugo in her new role as project manager for our Development team and Gaia Faigon as account coordinator for Direct Response. Danielle and Gaia have both advanced from their former positions in Direct Response and Development, respectively. Moves like this are great for our team and great for our clients, benefiting from the depth and breadth of our multi-talented staff.

Three to One

(From L to R): Account Coordinator Gaia Faigon, Project Manager Karly Forman and Associate Account Executive Steve Berman show their support for Delaware Museum of Natural History by attending its annual “Wine & Dinosaurs” event sponsored by Schultz & Williams. Looks like the afternoon was a roaring success!

We All Matter

Members of our Direct Response and Development teams took a short break for inspiration from The Universal Sphere, a 15 minute cinematic experience featuring, “The Power of I.” The film, presented in Philadelphia’s Comcast Technology Center, explores the power of ideas, creating awareness that every person can make a difference.

Heads Up

The entire Schultz & Williams family warmly welcomed Susan Scauzzo as vice president and managing director, development consulting this past spring. We are delighted that she has brought her leadership and 25 years of development experience to our firm.

Culture Calls

Under the leadership of Susan Scauzzo, vice president and managing director, development consulting, the Schultz & Williams development team feed their cultural cravings by holding their monthly meeting at the Philadelphia Museum of Art this past July.

Judge Jean

Sharing our independent school expertise comes in many forms. Vice President Jean Tickell was selected to judge this year’s InspirED Brilliance Awards presented by InspirED School Marketers.

Go Team!

All smiles, the Schultz & Williams team (and one sleepy guest) enjoyed the Phillies vs. the Chicago Cubs in Citizen’s Bank Park in September. The Phillies won 7-5 in a historic last play of the game, coming back from a Cubs 5-1 lead.

Great Move

This September we were proud to announce that Sarah P. Hartke has been promoted to vice president, direct response, overseeing the day-to-day operations of our direct mail and digital fundraising and communications teams.

Inside D.C.

Vice President Matt Brown and AFP-DC Board member Maureen Devine-Ahl are seen here at  AFP-DC’s professional education program, “The 7 Habits of a Kick-A$$ Development Director.” Matt is seen all over D.C. representing our firm in the nation’s capital.

Digital Dynamo

Director, Digital Experience Brad Levinson presented, “Nonprofit Social Media Success in the Age of ‘Pay to Play’,” at AFP DE, Brandywine Chapter’s fall education event. Brad highlighted the strengths–and potential limitations–of what social media-based content and channels can achieve as part of digital fundraising campaigns.

In a Rut?

Our Direct Response team members unleashed their adventurous sides at American Prairie Reserve in Montana this September. Here, the team is witnessing an annual elk rut where the cows and calves have formed a harem gathered by a bull elk during mating season.

Our Leaders

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 L to R are: Cathy Card Sterling, Jessica Brinkley, Sam Green, Steve Berman, Harmony Tasker-Avalos, Sarah P. Hartke and Liz Velardi.

Top-Notch

At the 2019 Bridge to Integrated Marketing & Fundraising Conference, Brad Levinson presented, “Premium Engagement: Acquiring Prospects Through Social Media.” Co-presenting with Brad is Cecelia Cizek (Newseum) and Lizzy Ludwig (International Campaign for Tibet).

ICT

(From L to R): 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 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.

Judge Serrano

Kristin Serrano, senior director of insight and experience, was selected to judge this year’s DMAW MAXI Awards. These coveted awards recognize excellence and innovation in marketing, a widely celebrated opportunity for firms and agencies to showcase their work.

Way to Go!

Project Manager Karly Forman was accepted into the MS in Nonprofit Leadership Program at the University of Pennsylvania. Karly began her coursework this fall, joining a cohort of other bright, passionate students committed to becoming transformative thought leaders, social entrepreneurs and innovators for social impact.

Marketplace

Four of our development team members (L to R): Gaia Faigon, Karly Forman, Samantha Green and Jean Tickell, show their strong support for Philadelphia’s Reading Terminal Market’s 2019 “Party for the Market,” celebrating its 126th anniversary!

Connections

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.

Mr. Chairman

We’re proud to recognize Vice President Matt Brown for his work as co-chair of the 14th Annual Bridge to Integrated Marketing & Fundraising Conference held in July. Hosted by AFP-DC and DMAW, this year’s conference, “Change the World with Ideas & Ideals,” was attended by more than 2,500 nonprofit professionals.

Reunion

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 LA, a recent client. Project Manager Sam Green (left), Karen Harwitt, and Vice President Jean Tickell were thrilled that Marlborough made the trip to our hometown Philly!

At Temple U

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

Alum Support

Our three Lehigh University alums were delighted to host a current freshman for a one-day externship. Sean Hong ’22 learned about our donor data analytics and discussed annual giving and capital campaigns. L to R: Jean Tickell ’79, Jean Guerilus ’10, Sean Hong ’22 and Mike Butler ’86 MA ’88 gathered at our Philadelphia office.

Thank You

Senior Director of Insight and Experience Kristin Serrano (left) is seen here with members of the International Campaign for Tibet’s team. Along with our clients, Kristin attended “Thank You America and Commemoration of 60 Years in Exile for His Holiness the Dalai Lama” event on Capitol Hill.

AAMC

As a sponsor of the 2019 American Museum Membership Conference (AAMC) in Pittsburgh, S&W was represented by Associate Account Executive Laura Deutsch and Digital Manager Nick Parker from our direct response membership team.

The Winner Is

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. Team members Sarah Backenstoe (left) and Danielle Deugo celebrate the win!

Midway There

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.

Stepping Up

Senior Consultant Kathleen Watson (left) presented “Fundamentals of the Successful Capital Campaign” at Drexel University’s Museum Leadership Program in May. The presentation featured twelve (12) important steps an organization must take as part of a campaign process.

Commitment

Congratulations to Kelly Grattan, director, development consulting operations and senior consultant, on her re-certification as a Certified Fund Raising Executive (CFRE). Kelly’s certification demonstrates her commitment to the fundraising profession and the clients and donors she serves.

Kids at Heart

S&W 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.

On A Mission

President Scott Schultz is seen here with Leah Garden (left) and Abbie Newman, CEO of Mission Kids Child Advocacy Center, at the Center’s “11th Annual Mission Possible Gala” 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.

No More

S&W 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 motivates us to do what we can to minimize the use of these dangerous products,”  said President Scott Schultz.

On A Journey

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.

Two Good

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.

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.

Sweet Treats!

The S&W team was treated to a late-afternoon ice cream break this summer! What’s better than enjoying cool, delicious treats on a hot summer day? Thanks to Senior Account Coordinator Sarah Backenstoe and Project Manager Karly Forman for coordinating the event!

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We are always looking for talented, passionate team members with unique experiences and expertise.

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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