Team Members, Page 1
Tricia Marsherall
Founder & CEO
Tricia Marsherall is a non-profit consultant with over a decade of experience in donor data analytics and nonprofit software, specializing in creating efficient workflows and data-informed strategies to enhance fundraising efforts and improve ROI.
Sara-Lee Caligiuri
Vice President, Data & Client Services
Sara-Lee brings over 30 years of expertise in data management systems, specializing in creating optimized database solutions for non-profits in health care and academia, with extensive experience in CRM and fundraising software tools like Raiser’s Edge, Financial Edge, and Tableau.
Lori Stambaugh
Senior Consultant, Data & Systems
Lori is a seasoned development professional with over 20 years of expertise in nonprofit fundraising, specializing in data management, reporting, and development operations, including roles in donor cultivation and operational oversight.
Stephanie Williams
Consultant, Data & Systems
Stephanie brings extensive experience in nonprofit fundraising operations, donor stewardship, and philanthropy reporting while actively engaging in professional affiliations and community leadership.
Denise Woodin
Consultant, Data & Systems
Denise leverages her expertise in data and fundraising operations to optimize nonprofit efficiency through database migrations, financial data accuracy, and effective donor engagement.
Stephanie Dailey
Project Manager & Database Specialist
Stephanie is a seasoned nonprofit database expert with over 20 years of experience specializing in Raiser’s Edge management, donor database conversions, data cleanup, metrics, and reporting, with a passion for teaching and ensuring data accuracy.
Marlisa Post
Database Specialist
Marlisa Post combines a passion for data and nonprofits with extensive experience across diverse sectors to help organizations optimize their fundraising and data management.
Blythe Pritchett
Database Specialist
Blythe has over 20 years of experience managing Raiser’s Edge database operations in the education sector, offering expertise in data management, gift processing, reporting, and solutions for database challenges.
Kelly Menna
Events Manager & Database Associate
Kelly is an experienced event manager with expertise in donor software, a passion for data-driven insights, and a commitment to fostering teamwork and creating memorable events.
Karen Natale-Dobson
Gift and Data Processor
Karen is a dedicated professional with decades of nonprofit experience, recognized for her attention to detail, excellent client service, and a passion for helping others.
Debra Potocki
Gift and Data Processor
Debra, with 40 years of experience in accounting and financial management, specializes in financial reconciliation and gift processing for nonprofit clients.
Kim Serio
Gift and Data Processor
Kim brings a rich experience within the healthcare sector, a keen eye and attention to detail, and a can-do attitude to her work. She excels in data integrity, client service, and community volunteerism.
Lisa Abbott
Gift & Data Processor
Lisa is a nonprofit database expert with 25+ years of experience specializing in Raiser’s Edge, gift analytics, and membership management.
