Staff

Susan Feagin portrait

Susan K. Feagin

President

Susan brings many years of fundraising and campaign experience to the John Brown Limited firm, which has included leadership roles at Columbia University. Harvard University and the University of Michigan.

She served as Executive Vice President for Development and Alumni Relations at Columbia University from 2002 through 2010, overseeing a $4 billion campaign that raised over $6 billion. She was Vice President for Development at the University of Michigan from 1998 to 2002. At Harvard University in the l990's she was Associate Dean of the Faculty of Arts and Sciences for Development and Director of University Development.

Susan received a Bachelor of Arts degree cum laude from Columbia University's School of General Studies, where she currently serves as a member of the School's Board of Visitors. In 2011 she received the Columbia Alumni Medal for distinguished Service.

Susan's current clients include small liberal arts colleges and large private and public universities.

Douglas Smith portrait

Douglas Smith

Senior Consultant

Doug's development expertise includes feasibility studies, staff and leadership training, the planning and implementation of capital and endowment campaigns, annual fundraising efforts, development resource evaluations, and the facilitation of long-range planning with Board members, Presidents, Executive Directors, and Development staff. Having been with John Brown Limited for over 20 years, Doug has counseled hundreds of non-profit organizations on how to reach their development goals and expectations. Most recently Doug provided leadership by serving as Principal Gifts Officer and campaign consultant to Allegheny College's President, and the Alumni & Advancement team, as the organization surpassed its $200,000,000 campaign goal.

Prior to joining the JBL team, he served as the President of a University Foundation, Vice President for Development and Finance with a telecommunications firm, Vice President for Development at a major symphony orchestra, and Campaign Director for a health and human services organization. Doug received his MBA from Old Dominion University in Norfolk, VA with an emphasis in finance.

Craig Smith portrait

Craig H. Smith

Senior Consultant

Craig is best known for his leadership, donor engagement skills, and gift planning know-how. His work with John Brown Limited, Inc., spans more than 25 years. He has directed client relations in higher education, the arts, healthcare, and cultural organizations nationwide, including the National Geographic Society; the University of Michigan; all of the campuses of the University of North Carolina; and the Museum of Fine Arts in Boston. He helped to develop and manage campaigns from as small at $6 million to as large as $4.2 billion.

Craig is co-founder of High Probability Fundraising, an interactive training program proven successful at Columbia, Cornell, and Princeton, as well as at the American Civil Liberties Union, the Smithsonian, the World Wildlife Fund, WNET/Channel 13 and other non-profits nationwide.

The training enables frontline fundraisers to engage in uniquely productive gift conversations through the use of a donor-centric approach embodied in The Four Decisions and the Two-Part Conversation. The training is a collaboration between Craig and Dan Shephard of The Shephard Group, who created The Four Decisions and Interactive Case Studies, key teaching tools used in the training program.

During his career, Craig served as Associate Vice President for Development at Rochester Institute of Technology, and at the University of Rochester Medical Center. In these roles, he managed large teams of field officers focused on major gifts, as well as corporate and foundation relations, and development communications.

Craig is dedicated to creatively bringing together philanthropists and worthy charitable causes to assure maximum tax advantage for donors while assisting development officers in reaching their important goals.

Kathy Okun portrait

Kathy Okun

Senior Consultant

For more than 30 years, Kathy Okun has successfully raised funds and led fundraising efforts for programs and projects in higher education. In addition to being a principal level fundraiser for gifts from individuals around the world, her work at the University of Michigan and Columbia University included campaign planning, prospect strategy, and program management at the highest levels. She has organized and managed volunteer groups to support fundraising efforts, and has led programs to engage donors through annual funds, major gifts, and planned gifts.

Upon her retirement in February, 2015 as Vice President for University Development and Special Advisor for Global Development at Columbia, Kathy has finally been able to act on her long interest in animal welfare through the Humane Rescue Alliance, which works to connect homeless pets with loving homes.

Tamara Elliott Rogers portrait

Tamara Elliott Rogers

Senior Consultant

Tamara Rogers assumed the position of Vice President for Alumni Affairs and Development at Harvard University in 2007 and retired from a four decade long career at the University in November 2019. Her previous roles at Harvard included Associate Dean for Advancement and Planning at the Radcliffe Institute for Advanced Study, Associate Director of University Development and Director of University Capital Projects in the University Development Office, and Director of Major Gifts for the Faculty of Arts and Sciences. Rogers began her career in the Harvard College Office of Admissions and Financial Aid, and ultimately becoming a Senior Admissions Officer and Director of International Admissions. She has also been an executive search consultant in the firm of Heidrick and Struggles, working in the education and not-for-profit practice.

Rogers is a Charter Trustee of Phillips Academy, past president of the Phillips Academy Alumni Council, and past president of the Abbot Academy Association. She has also served on the American Selection Committee of the United World Colleges. She has been a speaker and facilitator in executive education and Masters courses at Harvard's Graduate School of Education, a faculty member at the Council for the Advancement and Support of Education Winter Institute, and a keynote speaker for Women in Development of Greater Boston. Rogers is an Associate of the Aspen Leadership Group, an executive search and leadership consulting firm, and an alumna of Harvard College.

Michael Margitich portrait

Michael Margitich

Senior Consultant

Mike was the Senior Deputy Director for Eternal Affairs at The Museum of Modern Art (Development, Marketing, Visitor Services, etc.) for seventeen years. In this capacity, he participated in the planning of the opening of the new Museum and coordinated the Museum's $957 million capital campaign.

Mike's fundraising and management career, which spans over forty years, also includes working on the multi-million dollar capital campaigns at Columbia University, Harvard University, and The New York Philharmonic.

Since joining John Brown Limited, Inc. in 2011, Mike has counseled numerous non-proWit organizations, including, NJPAC, Columbia University School of the Arts and School of General Studies, MoMA (most recent campaign),WNET, The New York Public Library, New York City Center, Chess in the Schools, and Lincoln Center for the Performing Arts. Earlier he counseled the Prince Charles Royal Trust. He has lectured at various non-proWit institutions around the world.

Mike has a bachelor's degree from Columbia University's School of General Studies.

Jennifer Mcdonald portrait

Jennifer J.B. McDonald

Advisory Director

Jennifer is the liaison between Susan Feagin, JBL senior consultants and the JBL office. She also oversees all financial aspects of the firm in conjunction with the Director of Finance, Donna Menard.

Jennifer has worked for John Brown Limited since its inception in 1978. She has worked for several non-profit organizations, including the Massachusetts Society for the Prevention of Cruelty to Animals and a variety of private schools, with a focus on preschool education.

She describes her work at JBL and the many fascinating organizations it serves as "a wonderful and very rewarding experience." Jennifer graduated from the University of Vermont with a BS in Small Business and Early Childhood Education.

Donna Menard portrait

Donna Menard

Director of Finance

Donna serves as the director of finance at JBL overseeing all aspects of the day-to-day operations. In addition she works with consultants in the development and implementation of contracts and helping to make the consultancy run smoothly. Donna assists with seminars as well as a wide variety of projects at JBL. In her community, she has served as a town trustee and has worked as a board member with various local organizations. She has been with John Brown Limited for more than 20 years.

R. Daniel Shephard portrait

R. Daniel Shephard, CFRE

Principal: The Shephard Group

Dan Shephard is the creator of The Four Decisions - How to Lead Your Donor to Each, which serves as the foundation of his training program on High Probability Fundraising in partnership with John Brown Limited.

Dan is Principal of The Shephard Group, which provides training and consulting services focusing on the skillsets most valuable to frontline fundraisers. In addition to teaching High Probability Fundraising to live audiences, Dan offers virtual training for smaller client organizations and individual students. His e-learning course, The Four Decisions Online, is widely utilized to complement his training.

A veteran of the not-for-profit sector since 1986, Dan knows from personal experience the value to the charitable gift planner of being equipped with both the competence and the confidence to engage a potential donor in a discussion that will result in a significant gift commitment.

Dan began his fundraising career in the performing arts, serving as Director of Development for The Fulton Opera House and Pittsburgh Public Theatre. He has served as Planned Giving Director for the Florida State University Foundation, Director of Development for the Pamplin College of Business at Virginia Tech, Director of Gift Planning for The Citadel Foundation, and Director of Development for the Chase College of Law at Northern Kentucky University. This depth of experience in securing both "major" and "planned" gifts inform his perspective on charitable gift planning.

Learn more at www.thefrontlinefundraiser.com

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