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Tricia Marsherall

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

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

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

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

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

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

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

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

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

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

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

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.
Donor Database Experts

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.

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