Marsha Bryan,  CSPG

Marsha Bryan, CSPG

President and CEO

Followers of Marsha Bryan,  CSPG352 followers
location of Marsha Bryan,  CSPGSan Marcos, California, United States

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  • Timeline

  • About me

    Owner/Senior Consultant

  • Education

    • Wells College

      1992 - 1994
      Bachelor of Arts (BA) Sociology & Communications

      Activities and Societies: Academic Program Advancement Committee, New Curriculum Task Force Graduated with Honors in Sociology, minored in Communications, Richard Bunn Scholarship, National Conference on Undergraduate Research Awardee.

    • California State University-Long Beach

      2000 - 2002
      Certified Specialist In Planned Giving Specialized training in Gift Planning through the American Institute for Philanthropic Studies at Ca Earned Certification

      Activities and Societies: Attended the Certified Specialist in Planned Giving program. As a professional in the challenging and complex field of planned giving, you must have access to the latest techniques and strategies to be successful. That's why the American Institute for Philanthropic Studies has developed this unprecedented program.Attended the Certified Specialist in Planned Giving program. The CSPGCM is a multi-module curriculum in planned giving developed by the American Institute for Philanthropic Studies under license to California State University, Long… Show more As a professional in the challenging and complex field of planned giving, you must have access to the latest techniques and strategies to be successful. That's why the American Institute for Philanthropic Studies has developed this unprecedented program.Attended the Certified Specialist in Planned Giving program. The CSPGCM is a multi-module curriculum in planned giving developed by the American Institute for Philanthropic Studies under license to California State University, Long Beach Research Foundation. The curriculum encompasses the entire syllabus recommended by the National Committee on Planned Giving (NCPG). Show less

  • Experience

    • United Methodist Foundation

      Aug 1994 - Jan 2003
      President and CEO

      Established the Charitable Gift Annuity program for the CA Foundation and obtained required licensing and established policies and procedures compliant with California Law. Lead staff working closely with Board of Directors and represented Foundation to over 560 United Methodist Churches throughout New England and 360 churches throughout Northern CA; managed budget and monitored finances and responsible for oversight of Foundatons socially resposible investment portfolios. Established planned giving programs and personally secured planned gifts. Designed and led capital and endowment campaigns for local churches. Recruited, trained and surpervised field staff to serve local churches. Show less

    • St.Joseph Health- Humboldt County,

      Jan 2003 - Jan 2005
      Regional Foundation Director

      Responsibilities included chief staff to two hospital foundation Boards of Directors in Humboldt County, CA. Managed budgeting, financial monitoring and investments. Developed board directed strategic plan for both hospitals to begin simultaneous capital campaigns. Strenghtened annual giving for both hospitals throught direct mail and developed a special event strategy to involve the community in support of the larger hospital. Developed a major and planned giving program for both hospitals working with the professional network in the community. Converted outdated data base system to Raiser’s Edge Show less

    • St Jude Memorial Foundation

      Jan 2005 - Sept 2007
      Director Major and Planned Gifts

      Directed the major and planned giving programs for the Foundation and realized gifts of $25,000 +. Part of senior leadership team in securing gifts for the capital campaign. Provided leadership in planning, marketing, coordinating, and implementing all aspects of the major and planned gift programs for the Foundation and all of its components. Developed annual and long-range comprehensive strategic development business plans detailing goals, objectives, schedules and budgets for major and planned gifts production consistent with the vision and mission of the Foundation. Show less

    • Palomar Health

      Oct 2007 - Mar 2010
      Interim Chief Development Officer

      Board development and management, staff, recruiting, training and management, budget planning, financial monitoring, strategic planning. Strenthened planned and major giving.Oversight of event planning. Directed initiation of capital campaign for new Palomar Health West hospital.

    • The be.group

      Mar 2010 - Oct 2013
      Sr. Director of Philanthropy

      Responsibilities included the oversight of the day to day management of a $21 M dollar foundation. Board Development & Management, Investment Management, Planned Giving, Major Giving, Grant Writing, Event planning, staff management, budgeting and financial monitoring.

    • Bryan Consulting

      Nov 2013 - now
      Owner/Senior Consultant

      Senior Consultant in Non Profit Management and Fundraising. Offering consulting services in Board Development & Management, Investment Management, Planned Giving, Major Giving, Foundation & Corporate Giving, Capital and Endowment Campaigns, Annual Campaigns,Grant Writing, Event planning, staff management, budgeting and financial monitoring. Skilled at working with small to mid size non-profits in creating and sustaining major and planned gifts programs.

  • Licenses & Certifications

    • Certified Specialist In Planned Giving

      Specialized training in Gift Planning through the American Institute for Philanthropic Studies at California State University, Long Beach Research Foundation.
      Dec 2000
  • Volunteer Experience

    • Advisor

      Issued by San Marcos Community Foundation on Jan 2013
      San Marcos Community FoundationAssociated with Marsha Bryan, CSPG
    • Major & Planned Giving Advisor

      Issued by Casa de Amparo on Jan 2007
      Casa de AmparoAssociated with Marsha Bryan, CSPG
    • Board Secretary

      Issued by San Diego Planned Giving Partnership on Nov 2013
      San Diego Planned Giving PartnershipAssociated with Marsha Bryan, CSPG
    • President

      Issued by Rotary Club of San Marcos on Jul 2009
      Rotary Club of San MarcosAssociated with Marsha Bryan, CSPG