
Tricia Marsherall
Founder & CEO
Professional Summary
Tricia Marsherall is a non-profit consultant who empowers organizations to grow their fundraising efforts through sustainable best practices. She specializes in identifying inefficiencies in operations and develops solutions to create efficient workflows. She is passionate about streamlining her client’s operations and brings more than a decade of experience working with databases and nonprofit software including Raiser’s Edge, DonorPerfect, Greater Giving, and Altru, among others. Her experience in donor data analytics helps organizations make strategic decisions using a data-informed approach, resulting in improved ROI and directly impacting the bottom line.
Professional Experience
Prior to starting her firm, she worked in various capacities in the nonprofit sector. Most recently, she served as Manager of Advancement Operations at Jewish Senior Life Foundation, where she was responsible for the day-to-day operations of a $52M Foundation embarking on a $50M Capital Campaign in support of a $108M Campus Renovation project. While there, she led the Raiser’s Edge infrastructure improvement project, prospect management, and data analysis in support of the $52M Capital Campaign while building an operations team, converting the organization to Raiser’s Edge NXT, and managing $13M in restricted funds for the organization.
Volunteer Work and Affiliations
Tricia currently serves on the Entrepreneurs Organization of Western New York’s Board of Directors as the Accelerator Program Chair, supporting entrepreneurs in growing their businesses to reach $1M in annual revenue. She served on the Association of Fundraising Professionals Genesee Valley Chapter Board of Directors for four years, co-chaired the 2021 & 2022 National Philanthropy Day events, and served as a mentor in the AFP Genesee Valley Chapter Mentorship program.
Other Team Members

Sara-Lee Caligiuri
Vice President, Data & Client Services

Lori Stambaugh
Senior Consultant, Data & Systems

Stephanie Williams
Consultant, Data & Systems

Denise Woodin
Consultant, Data & Systems

Stephanie Dailey
Project Manager & Database Specialist

Marlisa Post
Database Specialist

Blythe Pritchett
Database Specialist

Kelly Menna
Events Manager & Database Associate

Karen Natale-Dobson
Gift and Data Processor

Debra Potocki
Gift and Data Processor

Kim Serio
Gift and Data Processor

Lisa Abbott
Gift & Data Processor