March Educational Luncheon

Mar 23, 2017 11:30 AM - 1:30 PM

Board Archetypes

Your boldest ideas and your biggest gifts almost always depend on the leadership of your board, so how can you make the most of your board members' passion and capabilities? During this session, we'll introduce "archetypes" to help you engage each board member individually; we'll talk about tools to support board members in their vital fundraising roles; and we'll learn from each other's stories and experiences—so bring yours!



Melissa Berliner, Vice President, Campbell & Company

As a Vice President, Melissa Berliner has the proven ability to quickly identify the core challenges facing clients and develop tailored, innovative strategies to address them. With the skill to effectively collaborate with individuals who have a variety of personalities and skill levels, Melissa builds consensus among organizational leadership, staff and volunteers to develop and execute carefully developed plans. In her client work, Melissa most values opportunities to:

  • Help clients develop successful major gift strategies to secure the high-level support to achieve their goals
  • Develop tailored systems and/or processes to help clients work more efficiently in areas ranging from maximizing return on investment to managing donor relationships
  • Interview donors and/or volunteers to determine their values, motivations for supporting an organization and philanthropic needs
  • Create effective partnerships between Board members and staff
  • Strengthen and sustain Board effectiveness

Melissa’s work with Campbell & Company includes significant engagements with the Zoological Society of San Diego, Urban Community School, Planned Parenthood Federation and Chicago Shakespeare Theatre. Melissa is also a seasoned guest speaker and lecturer on a variety of fundraising topics, and has spoken at AFP Chicago, Women in Development, DePaul University and Columbia College.

Prior to coming to Campbell & Company, Melissa managed multi-million dollar fundraising programs at the Columbia Art Museum, Victory Gardens Theatre and Steppenwolf Theatre. She graduated from Ohio State University with a Bachelor’s Degree in English and serves on the Board of the Association of Fundraising Professionals Chicago chapter and is Senior Vice President of Education.

Julia McGuire, Executive Vice President, Campbell & Company

With more than 25 years of development experience, Julia brings strategic insight and a trademark hands-on approach to each client relationship. Praised for her ability to thoughtfully evaluate client practices through the lens of fundraising best practices, she helps develop creative solutions appropriate for specific organizations and their needs. She describes how, “I come to help my clients secure the support they need to sustain and grow their crucial work, so I strive to serve as a partner by:

  • Helping organizations maximize fundraising effectiveness in support of their mission
  • Helping build relationships between my clients and their staff, volunteers, donors, members and other key constituencies.
  • Coaching volunteers and organizational leaders to successfully share the organization’s vision, mission, and fundraising priorities with key constituents
  • Helping donors understand the impact of their philanthropy on an organization, as well as the options available for their gifts
  • Empowering staff in all interactions with volunteer and administrative leadership”

Having started with Campbell & Company in 2000, Julia relocated from the Chicago headquarters in 2005 to establish the San Francisco Bay Area office, strengthening the firm’s West Coast team of consultants. In 2015, she returned to the Chicago office where she continues her internal leadership role for Campbell & Company as well as continues to serve clients in California and the Midwest.

Julia started her career at the Rotary Foundation during its first worldwide PolioPlus Campaign, which raised more than double its $120 million goal. She served as Assistant Director for the Annual Fund at both Loyola University Medical Center (LUMC) and Loyola University Chicago and as Director of Major Gifts for LUMC Children’s Hospital. After serving on the founding board of the Ronald McDonald House near LUMC, Julia worked as the Director of Development for Ronald McDonald House Charities Global, focusing on national donors as well as a $200 million major and planned gift campaign. She also held the position of Director of Development for Boys & Girls Clubs of America, Midwest Region, and raised operating and program funds for the organization.

Julia earned both her Bachelor of Arts, with honors, and her Master of Business Administration from Loyola University Chicago, where she was inducted into Beta Gamma Sigma Honor Society, a business school honorary society.




11:30 - 12:00 PM           Registration and Networking 
11:45 - 12:00 PM           Lunch Buffet
12:00 PM                       Announcements
12:15 PM                       Presentation
1:15 PM                         Q&A, Closing remarks
1:30 PM                         Adjourn


Event Information

Italian Community Center
631 East Chicago Street
Milwaukee, WI 53202