Management Development

Rita Fuerst Adams, CFRE

President

Charitable and Philanthropic Management Counsel

*** ****** ******

South Boston, Massachusetts 02127-1303

617-***-****, telephone

617-***-****, facsimile

****@*******.***

Professional Experience

Twenty-nine years experience in management, fundraising, government

relations, and market research, most gained in the service of charitable

and philanthropic organizations. Knowledgeable about lobbying,

international relations, US state and federal laws and regulations as they

relate to charity and charitable organizations, and comparable laws and

regulations in other countries.

1997-Present, President

Charitable and Philanthropic Management Counsel

Establishes organizational goals and the strategic business plan.

Starts new not-for-profit organizations.

Creates and implements full-range development programs.

Revitalizes existing development programs.

Directs campaigns.

Provides management, organizational development, and fundraising

counsel for not-for-profit organizations dedicated to education, youth,

the arts, community and economic development, historic preservation,

health care, international relations, and professional and civic

associations.

1996-1997: Director of Development

American Councils for International Education, Washington, DC

Restructured legal organization and created Board of Trustees.

Solicited international businesses and foundations.

Developed and installed prospect research system.

1994-1996: President

The Bill Heim Company, Granville, Ohio

Designed and directed contribution campaigns for operating,

endowment, deferred/planned giving, and building funds.

Conducted campaigns for goals of $1,000,000 to $450,000,000, often

exceeding goals by as much as 30%.

Counseled boards of trustees and senior staff on management and

development, especially in their fundraising roles, for organizations

with operating budgets of $10,000 to $1,500,000,000.

Began new charitable and philanthropic organizations, including

writing bylaws, establishing the record systems and financial

accounting systems, hiring staff, and writing and implementing policies

and procedures.

1981-1994: Vice President

The Bill Heim Company, Granville, Ohio

Designed and installed prospect research systems.

Wrote and edited solicitation letters, proposals, brochures, newsletters,

and pledge cards for membership and annual and capital contributions

campaigns.

Developed the Company s feasibility study into a market research

study

Established planned giving programs.

Prepared public relations and marketing plans.

1978 to 1990: Independent Consultant

Marketing Services, Columbus, Ohio

Planned, budgeted, and administered the advertising, marketing, and

public relations programs for retail clients.

Managed and conducted marketing and media studies for industrial,

consumer, and utility clients.

1976 to 1978: Communications Specialist

Ohio Health Care Association, Columbus, Ohio

Conducted and expanded trade association s communication,

education, and member evaluation programs.

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Professional Affiliations

Arts & Business Council of New York, member

Association of Fundraising Professionals, member

Association of Fundraising Professionals, Massachusetts Chapter, past

Director, past Chair of the Government Relations Committee, and

member.

Community Economic Development Association of Michigan, member

Massachusetts Nonprofit Network, member

Volunteer Experience

Organized the South Boston Arts and Cultural Center volunteers to

incorporate, raise contributions, and respond to Boston s RFP for the

District 6 Police Station. The volunteers proposed the building be

developed into an arts and cultural center.

Organized the team that led the effort to introduce a charitable

contribution deduction in Massachusetts. It was signed into law in

2000. The legislature overturned it in 2002.

Past Member, Attorney General s Advisory Committee on Public

Charities, Commonwealth of Massachusetts.

Past Chair, Government Relations Committee, Association of

Fundraising Professionals, Massachusetts Chapter.

Past Director, Association of Fundraising Professionals, Massachusetts

Chapter

Past Member of Government Affairs, International Relations, and

Membership Committees of American Association of Fund Raising

Counsel, Inc.

Former Trustee, Ohio 4-H Foundation.

Former Trustee and Big Sister, Big Brothers/Big Sisters of Licking

County.

Founding Member and Past President and Trustee, Hills of Ohio

Chapter, Association of Fundraising Professionals.

Honored by Hills of Ohio Chapter with initiation of Fuerst Award for

Outstanding Community Leader; first awarded November 1996.

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Presentations

Adjunct Professor, Wheelock College, Entrepreneurship for Nonprofits.

Taught at the Management and Community Development Institute at

Tufts University.

Represented the Lincoln Filene Center at the international meeting of

CIVICUS held in the Philippines.

Spoke at the invitation-only, National Center on Nonprofit Enterprise

inaugural event.

Publications

Author, After SOX. The implications of the Sarbanes-Oxley Act for

institutions and affiliated foundations, CURRENTS, published by the

Council for Advancement and Support of Education, March 2004.

Author, Advocating for Our Contributors, Journal of the DMA Nonprofit

Federation, published by the Direct Marketing Association, November

2000.

Author, A Reason to Give: Massachusetts Considers a State Tax

Deduction for Charitable Gifts, CONNECTION, published by the New

England Board of Higher Education, Spring 2000.

Author, Mastering the Maze: A Guide to the Labyrinth of Laws that

Regulate Campus Fund Raisers, CURRENTS, published by the Council

for Advancement and Support of Education, October, 1998.

Author, Dilemma of Contingent Gifts, Exempt Organization Tax Review,

January 1997.

Editor and Author, What Fundraisers Need to Know About State and

Federal Regulation: How It Can Influence All Aspects of Their Work,

published by the Center on Philanthropy and Jossey-Bass, 1996.

Co-author, Endowment Giving for Parishes of the Episcopal Church and

Prospect Research and Management System: A Market Research and

Management Program for Nonprofit Organizations.

Author, States Step Up Oversight, Foundation Focus, Volume I, Number

3, Fall 1995.

Education

Ohio University, Athens, Ohio: BS in Journalism, 1976.

Capital University, Columbus, Ohio: Master of Business

Administration, 1983.

Association of Fundraising Professionals, Certified Fund Raising

Executive since 1987.

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