Chad Gobel is a 25-year veteran of institutional advancement programs and one of the preeminent consultants serving healthcare philanthropy. Chad has personally worked with more than 100 healthcare organizations over the last ten years.
In 2011, Chad founded Gobel Group with one employee and one client. Today, Gobel Group has grown to over 25 healthcare professionals and actively works with more than 150 clients around the world. Gobel Group celebrated its ten-year anniversary in 2021. It has worked with over 550 healthcare organizations in its history. Gobel Group has become the leading philanthropy consulting firm working exclusively in healthcare.
While Gobel is internationally recognized for its best-in-class grateful patient and family philanthropy program with active clinician engagement, it also offers counsel and assistance for every step of the development process, including proven solutions for campaign planning and management, data analytics, systems, and information services, development audits, hospital and system philanthropy office integrations, among other areas.
In 2018, Gobel launched G2G, short for “Gratitude to Give,” a breakthrough technology product that leverages artificial intelligence and machine learning capabilities to help healthcare organizations increase philanthropic support. G2G has proven to be more than four times as effective as traditional predictive models on giving.
Before starting Gobel, Chad played leading roles in billion-dollar medical center campaigns and served in leadership roles as Cleveland Clinic and University of Rochester Medical Center. Chad received his MBA from the Ohio State University and his undergraduate degree from Towson University. Chad is a frequent speaker at national conferences, served on the faculty of the AHP Madison Institute for ten years, and has published the widely circulated book “How to Become a Top Producer in Healthcare Philanthropy.” Chad is an active advocate and donor for children and animal causes in his community. He serves on the Executive Committee and the Board for the Brandywine Valley SPCA.
Katie is an experienced attorney who has guided businesses and business owners for more than fifteen years as an attorney, business consultant, and executive. She understands the importance of connecting legal solutions with the client’s operations, culture, and goals while avoiding the problems that can often come from disconnected or isolated legal “advice.”
Katie has experience in law and inside operations as operations management to plan for legal pitfalls proactively. Her areas of expertise include tax law, business formation, employment law, healthcare, WBE/MBEs, contract drafting and negotiation, merger & acquisitions, leasing, and intellectual property. She holds a J.D. from the University of Richmond School of Law.
Christopher is an engaged nonprofit leader serving iconic nonprofit
institutions and ultra-high-net-worth individuals in pursuit of
meaningful impact and lasting change. Mr. Conway launched his career
assisting former U.S. President Jimmy Carter and First Lady Rosalynn
Carter create an innovative, global health agenda, and win the Nobel
Peace Prize in 2002, at The Carter Center of Emory University. An
attorney and global tax expert, he has built his practice as a
philanthropic advisor across healthcare, international development and
Conway’s practiced agility structuring major gift transactions is paired
with incisive business acumen directing transformative change. As a
fundraising executive, Conway designed and successfully executed
record-setting capital and endowment fundraising campaigns. A
sought-after speaker and consultant, Mr. Conway is well known for his
emphasis on outcomes, efficiency and style. He is often quoted on
questions regarding donor naming opportunities and complex gifts. A
television, print and online media contributor he was most recently
featured on Bloomberg Television and in publications including: The
Wall Street Journal, W Magazine, Town & Country and International
New York Times.
Conway opened an E.U. office in 2016, and has worked extensively
across the U.K., Ireland, France, Spain and Denmark. In 2022, Mr.
Conway became President of GOBEL International.
Desirae joined Gobel Group in 2012. She serves as Principal Consultant, Programs and has worked first hand with over 35 hospitals in that time. In her role, she has educated hundreds of physicians and clinicians, encouraging the identification of thousands of prospects capable of making major and principal level gifts. She has successfully mentored and fostered an increase in gift offer productivity to successfully close gifts of all sizes, including a $2M gift from a grateful patient.
Prior to joining the firm, Desirae served as the Director of Advancement at the University of Rochester Medical Center, overseeing all development functions within a clinical unit. She worked closely with physicians and board members to close six and seven figure gifts. She was directly responsible for growing grateful patient fundraising programs, building strong internal and external relationships, campaign planning and implementation, volunteer management, major/leadership gift strategy and solicitation, special events and donor recognition programs. Previously, she worked at Rochester General Hospital, partnering with employed and private physicians to implement process improvements and create aligned interests between physicians and the hospital.
Along with her experience in medical center fundraising, Desirae has special expertise in the areas of campaign preparation and implementation, major gifts strategy, evaluation of advancement office structure and programs, strategic planning, and executive coaching.
Peter Ghiorse has devoted his entire career to the world of philanthropy. He has held senior management positions at Providence College and St. Vincent’s Medical Center of New York and, in 1989, he became a founding partner of Ghiorsi & Sorrenti, Inc. (GSI). While leading GSI to national prominence, Peter pioneered disruptive and innovative fundraising techniques that dramatically altered the fundraising business, especially in capital campaigning. Primary among these is GSI’s proprietary methodology for projecting fundraising potential.
GSI has scaled dramatically under Peter’s leadership, having served more than 1,000 clients across all nonprofit sectors, guiding them in raising many billions of dollars. As healthcare organizations experienced the movement to merge and consolidate, Peter was at the forefront of developing management and organizational strategies to assist clients with positioning the foundation and fundraising enterprise within this ever-changing and challenging environment.
Peter’s leadership extends to volunteer service as well. He served as Board Chairman at the Association for Healthcare Philanthropy (AHP) and as Chairman of the AHP Foundation, and he served on the board of the Terence Cardinal Cooke Health Care Center in New York City.
Raised in Braintree, MA, Peter holds a bachelor’s degree in mathematics from
Providence College, along with an MBA from the University of Connecticut. He is an AHP Fellow and served as a faculty member in the Graduate School of Management of the New School University in New York City. Peter writes and lectures frequently on a wide range of interests in philanthropy and the nonprofit sector. In recognition of his leadership and contributions to the field of philanthropy, he received AHP’s prestigious Harold J. “Si” Seymour Award.
Jenny has over 20 years of experience providing exceptional service to others. She brings extensive expertise in healthcare philanthropy and leading teams consisting of data scientists, engineers, analytical and development operations personnel. Since she joined Gobel, Jenny has personally worked with over 80 healthcare organizations and trained thousands of individuals to leverage large data sets, implement the best analytical solutions, and enhance their CRM utilization. She leads with a data-driven mindset and keeps innovation at the forefront of her strategy to help organizations take advantage of cutting-edge technologies. Before Gobel, Jenny oversaw advancement services at Abington – Jefferson Health and was an integral member of the development operations team at Fox Chase Cancer Center. Jenny has presented multiple times at conferences on numerous topics including developing KPIs, implementing grateful patient programs, driving user-engagement with CRMs, trainings others, database conversions, and strengthening the partnership between frontline fundraisers and development operations. She wrote a chapter in the book published by CASE, “Advancement Services: Enhancing Fundraising Success.” She holds a certificate for Foundations in Project Management from Villanova University and a Blackbaud certification in the Raiser’s Edge-Professional. Jenny has a true passion for helping others and having a transformational impact on leveraging the best technology, data, and operational processes. Serving as a mentor to countless others, Jenny thrives most by seeing others scale, grow, and develop to their fullest potential. She resides in Millsboro, DE.
Kevin leads the finance and accounting team at Gobel. He is an accomplished, results-oriented finance executive with significant experience guiding companies in the pursuit of growth strategies and improving operations. Prior to joining Gobel, Kevin has served as CFO for several private companies, including Oracle Elevator (facility services), MidAmerica (business services), and Intelident Solutions (dental practice management).
Kevin also has over 20 years of investment banking experience, where he served as a strategic advisor to companies on mergers & acquisitions and public and private capital raises. During his career at Raymond James, he completed over 70 transactions representing over $7 billion in value.
Kevin received an MBA from Stanford University’s Graduate School of Business and a BS in Finance from the University of Illinois, with High Honors. He resides in Tampa, Fla.
Rosanna joined Gobel Group with a 25-year career in human resources spanning across the retail, television, pharmaceutical and hospitality industries. Before Gobel, she was the Head of Human Resources for Romark, L.C., a Tampa-based pharmaceutical company with a global presence. Her decades of experience have instilled in her the philosophy that when employees are cared for, they can best care for their clients. Matucan-Carson holds an MBA from DeVry University’s Keller Graduate School of Management; a master’s degree in human resources management and development from Chapman University; and certifications as SPHR, GPHR, and Senior Certified Human Resources Professional with HRCI. She resides in Tampa, Fla.
Eric joined Gobel Group after years in journalism and development. Prior to Gobel, he served as the Director of Prospect Management and Research at Northwell Health, the largest health care provider in New York state with 22 hospitals and more than 830 outpatient facilities. At the Northwell Health Foundation, he managed the Prospect Research and Database teams as they worked toward the completion of a $1 billion campaign. He also served on the Foundation’s internal committees devoted to equity & diversity and technology. Previously he also served as Assistant Director of Prospect Research at Massachusetts General Hospital and came to development following a 15-year career in journalism. Eric holds a B.A. in Magazine Journalism from the S.I. Newhouse School of Public Communications at Syracuse University and resides in Queens, NY.
Dan co-founded GSI in 1989 along with his longtime colleague and friend, Peter Ghiorse. He has dedicated his entire career to helping nonprofit organizations of all types and sizes achieve their fundraising goals and objectives.
Today, Dan is among the most respected philanthropy consultants in the country. Skilled, resourceful, and tenacious, Dan has close to 40 years of experience and has led numerous capital and comprehensive campaigns for a wide range of GSI clients with goals of a couple of million to a billion dollars plus. His deft management of GSI has resulted in an enormously successful firm now in its fourth decade.
Dan’s specific expertise is in campaign planning and organization, along with major gift strategy and approaches. He has worked closely with GSI’s executives and clients in developing strategies for securing substantial and transformational gifts.
Prior to starting GSI, Dan worked at St. Vincent’s Hospital and Medical Center of New York, serving as Director of Marketing, Director of Public and Community Relations, and Assistant Director of Development. He was actively engaged in St. Vincent’s multi-million-dollar capital and endowment campaigns and annual fundraising programs that collectively raised over $100 million.
Before his tenure at St. Vincent’s, Dan co-founded and served as the Director of the Office of Public Information at St. Peter’s Preparatory School in Jersey City, N.J., where his responsibilities encompassed communications and public relations, admissions, marketing, alumni relations and development.
Dan has been a careerlong member of the Association of Fundraising Professionals (AFP) and the Association for Healthcare Philanthropy (AHP), for which he has held various volunteer leadership roles. He currently serves on AHP’s Affiliate Member Advisory Council and formerly was the AHP Board National Chairman of Public Affairs. His volunteer board service also includes The Caring Community in New York City, St. Peter’s Preparatory School, and the Craig School in Mountain Lakes, N.J. Dan is Chairman of both the St. Peter’s and Craig School Board Advancement Committees. A graduate of Fordham University, Dan has served as an Adjunct Professor in the Graduate School of Management of the New School University in New York City. He has published articles in industry trade publications and regularly serves as a featured speaker and faculty member at professional association conferences, seminars and meetings.
Alessio brings eight years of design and art experience to GOBEL from a variety of sectors. He was Creative Director for Slyde, Inc., an exclusive nightlife-technology start-up platform providing key, up-to-date information about nightlife venues and events.
He has had an eclectic lifetime journey, spending much time as a youth raised in Ethiopia, Egypt, Malawi, Mozambique, and South Africa, and receiving a Bachelor of Arts in Graphic Design at Salve Regina University and IB Diploma and Certificates in Maputo, Mozambique. Only eight years ago, he moved to the United States and, once settled here, became a member of AIGA, the American Institute of Graphic Arts. Demonstrating his proficiency in design, he finished 10th out of 100,000 entries in the VANS 2019 Global Custom Culture Contest. Alessio makes his home now in Sebring, Florida.
Nancy is a philanthropy professional with over 33 years of varied and comprehensive experience in the field. Her work has included building and shepherding a foundation and corporate relations program at Duke Medicine, establishing and directing a non-profit organization, and evaluating grant programs for private foundations. She is most interested in helping organizations establish effective foundation fundraising programs that optimize knowledge and experience to connect innovative ideas with appropriate funders, creating collegial and transparent lines of communication between foundation representatives and the people and programs that can advance their priorities, and mentoring people new to the field, including both fundraisers and philanthropists.
Before joining Gobel Group, Christina was one of the longest-tenured employees at as GSI…29 years. During that time, she managed a wide range of administrative and executive support duties, including client billing. She also played a supportive role in the compilation of Planning Study information, and the development of Planning Study reports and presentations.
Prior to GSI, she worked for Citibank .
Sarah is a non-profit administrator with more than a decade of project management and database administration experience. For many years, Sarah helped to produce classical music, jazz and dance performances in the Boston, MA and Hartford, CT areas all while managing cross-departmental data-related projects. Before joining the Gobel Group team, she was the Database Manager of the Raiser’s Edge database for the Advancement department at Dana Hall School, an all-girls independent school in Wellesley, MA that is committed to fostering excellence in academics, the arts, and athletics within a vibrant, caring and inclusive community. She looks forward to applying her project management skills and love of data to create actionable recommendations that will help healthcare organizations across North America plan and execute their important work. Sarah has a bachelor’s degree in Music from Syracuse University.
Alek brings to Gobel 20 years of experience in technology operations and security. His role at Gobel connects him to philanthropy, machine learning, artificial intelligence and privacy and security in a data and technology setting. He has extensive expertise with assessing and implementing HITRUST, ISO 27001, HIPAA, NIST 800-53, PCI DSS, SSAE 18 (SOC2) and other risk-centric standards and frameworks. Before Gobel, he worked for Providence St. Joseph Health to develop and implement Information, Security Risk Management and Risk Remediation processes and developed and formalized their security and compliance controls, policies and standards. Alek holds a host of professional certifications, including Certified Information Systems Security Professional (CISSP) and Certified in Healthcare Compliance (CHC), and is a member of InfraGard and MIT Technology Review’s Global Panel. He received his MBA from Isenberg School of Management, completed the executive program in machine learning from MIT Sloan School of Management, and graduated with a Bachelor of Science in information systems from the University of Massachusetts. He resides in Newport Beach, Calif.
Kristen has more than 16 years of experience managing nonprofit operations for healthcare and research institutions, as well as consulting. Her expertise centers on operational and data management, process improvement, and developing strategic fundraising programs that create measurable and sustainable results. She has a collaborative, donor-centric mindset, and she is passionate about integrating all aspects of development in a way that builds sustainability.
She was an integral part of implementing grateful patient and physician engagement programs at both Barrow Neurological Foundation and Banner Health Foundation. While serving as the Director of Foundation Operations for the TGen Foundation, a nonprofit genomics research institute, she designed and implemented strategic fundraising initiatives to support a $10 million annual target while implementing tracking systems to increase productivity and processes to increase workflow efficiencies.
Kristen received her bachelor’s degree from a private college in Tempe, Arizona, and holds an MBA from Liberty University in Lynchburg, Virginia.
Background: Eddye brings 16 years of experience in healthcare philanthropy operations, technology, database management and analytics. Her expertise helps clients translate and visualize data in a meaningful way to inform their business decisions. She leverages her career experience with in-depth knowledge of data software platforms to provide clients with data-driven solutions to their unique situations. Prior to Gobel, she spent 15 years at Northwestern Memorial Foundation, the fundraising arm of Northwestern Medicine in Chicago. At Northwestern Memorial Foundation, she performed multiple database migrations and established the data analytics program. Most recently, Eddye worked as the Associate Director of Development Analytics at Heartland Alliance in Chicago, where she worked to mature their analytics and prospect research capabilities. She holds a Tableau Desktop Specialist certification and a Blackbaud Raiser’s Edge-Professional certification. She studied psychology at the University of Illinois and is pursuing a bachelor’s degree from Capella University in information technology with a specialization in health informatics.
Becca comes to GOBEL with 15 years of fundraising experience. Previously she served as Director of Development at CURE Childhood Cancer, where she grew her region’s unrestricted annual fund donations by a remarkable 439 percent in three years. At Augusta University / AU Health, she served as Assistant Director of Annual Giving and Development Officer, ultimately managing quarterly grateful patient mailings to a segmented list of more than 180,000 patients per year. Becca also managed multiple service lines at Augusta, and increased grateful patient fundraising by educating and engaging physician champions throughout the health systems.
Becca holds Bachelor of Arts degrees in both Journalism/Public Relations and Speech Communication from the University of Georgia, and has expertise in project management and event planning. She has orchestrated large benefit concerts, and coordinated and executed merchandise and awareness campaigns.
Becca’s passion for philanthropy is underscored by her volunteer work. In 2018, she co-founded a nonprofit organization to help raise funds for animal welfare organizations, an effort which grossed more than $130,000 in three years. She also currently serves on the Board of Directors of HUGS (Heads Up Guidance Services) in Savannah, Georgia, where she resides.
“I’m excited and honored to be part of this work. I believe healthcare is a necessary and essential human right and through the excellent work of providers and researchers and the gratitude of patients, many impactful and life-saving advances can be made.”
As a Business Intelligence Analyst, Norma helps clients interpret data and implement Gobel’s modeling, dashboards, reporting and analytics services. Norma brings years of experience and passion for the power of data in healthcare philanthropy. Before Gobel, she served as the first Development Services Officer at Heartland Alliance, where she partnered across departments to implement robust business intelligence solutions to strategize prospect and donor information. She also trained end users to use Heartland’s CRM effectively and efficiently. In another previous role, Norma worked at Northwestern Memorial Foundation to deliver actionable insights through dashboards and analytics. She oversaw new software implementation, led database projects, managed online technologies and supported pipeline and portfolio strategy efforts. In her work, she is driven to empower healthcare organizations to reach new fundraising goals by delivering accurate, consistent and reliable data. Norma holds her bachelor’s degree from College of the Holy Cross Worchester and resides in Chicago.
Robyn utilizes the Raiser’s Edge to help teams work more efficiently and increase philanthropic support. She brings 10 years of experience working in non-profits, with 4 years in healthcare. Prior to Gobel Group she was the Financial and Database Manager at The University of Tennessee Medical Center where she found her passion for the Raiser’s Edge and philanthropy operations. As a client of Gobel Group, she worked with the Philanthropy Services team to implement a Grateful Patient Program, focusing on wealth screening and configuring the database for tracking the success of the program.
Robyn has a Bachelor of Arts in Political Science from The University of Tennessee.
Clint joined Gobel Group with more than 15 years of experience in leadership and administration. Prior to Gobel, he served as the CEO of North Tampa Behavioral Health in Florida, where he led an operational turnaround of the facility by establishing key relationships with other hospital leaders, mental health treatment providers, and law enforcement to best meet the mental health needs of the community. Before he began his career in hospital administration, Clint had a successful 11-year career in the military. He is a decorated veteran, serving for nearly nine years on active duty for the United States Army, where he received the Bronze Star for Valor and Army Commendation Medal for Valor, and two years in Army Reserves. He assumed multiple leadership positions throughout his service. Through his experiences, Clint has become a champion for mental health, suicide prevention and substance abuse treatment. Clint is a member of the Florida Hospital Association and holds an M.B.A. in Business Administration from the University of Florida. He resides in the Wesley Chapel, Fla.
Sharon is a Certified Public Accountant with over 30 years experience in providing professional services across a broad range of financial areas including compliance, internal controls, business processes, and acting in business advisory roles. She has been involved with multiple not-for-profit organizations as a board member, a volunteer, a part of the audit team, an internal business manager, and the provider of policies, procedures, and internal control reviews.
Sharon has a B.A. from Thomas Edison State University.
At Gobel she is responsible for the delivery of financial services including accounting, treasury, reporting, and budgeting, all in accordance with legislative requirements and organizational policies and strategies.
Lauren joined Gobel Group in June 2011 and has held roles of increasing responsibility in her tenure. In her current role, Lauren works to cultivate and maintain relationships with industry strategic partners to drive continued growth of our brand and business. Lauren also works closely with the CEO to champion and manage development of Gobel Group’s new innovative products and technology solutions.
Lauren has a strong background in project management, research and administrative roles. She brings a strategic, focused and detail-oriented passion to her work. Previous roles within the company have included four years as Senior Director of Business Development and Marketing, Director of Administration, and Philanthropy Analyst. Prior to meeting Chad and launching a career in healthcare philanthropy, Lauren was serving as a paralegal in upstate New York while considering a career in Law. She holds a Bachelors of Science in Business Administration with a minor in Public Administration from the State University of New York.
Elizabeth carries years of non-profit consulting experience, including implementing various fundraising databases. She values building strong relationships and creating the “ah ha” moments. Elizabeth is passionate about giving back to the healthcare community. She was born 3 months premature and received wonderful care and rehabilitation support from her local hospital and family. Having the opportunity to partner with healthcare professionals is one of the ways that she likes to give back. Before joining the Gobel Group, Elizabeth had the opportunity to manage a team of consultants and data analysts for a Healthcare and Faith team at Blackbaud.
When not consulting, Elizabeth enjoys spending time with her husband and two rescue dogs in Austin, Texas. She is an advocate for the Texas Wine Industry and can be found working in the vineyard and within wine production in the Hill Country. She holds two B.A. degrees from Washington College in International Relations and Hispanic Studies.”
Since joining Gobel in 2013 Liz has held several different positions within the company. She currently partners with our Principal Consultants to implement our Clinician Engagement Program with clients throughout North America. She is also a key component in the implementation of our GRACE Program and the strategic development of Gobel educational programs.
She has an eye for detail and has had the opportunity to coordinate national events for Gobel Group. Prior to joining our team Liz assisted in the production and decoration of special events throughout the Greater Rochester area.
Liz has a B.A. in International Studies with a Minor in Recreation and Leisure and holds a certificate for project management from Penn State. She is passionate about the wellbeing of animals and volunteers at the Brandywine Valley SPCA.
Morgan joined Gobel Group after a career in the sports industry. Before Gobel Group, Morgan was the senior program director for a golf-related nonprofit organization, where she managed more than 30 employees at a dozen locations and increased program participation. Morgan’s years of experience in the sports industry have instilled in her the importance of community, teamwork and persistence in the pursuit of excellence. She graduated with a bachelor’s degree from the University of South Florida and resides in Tampa, Fla.
Jason joins Gobel Group as a Senior Consultant in Programs, bringing with him over 13 years of experience in Development, Fundraising, and Philanthropy. His professional experience includes work with alumni relations, board relations, marketing and public relations, operations, special event planning, annual funds, major gifts, planned giving, and campaign planning.
During his career, Jason managed, and was on teams of, development staff ranging from 2 to 25 individuals with annual fundraising goals ranging from $125K to $15M. He successfully led annual fundraising programs for 10 years including implementing a leadership annual fund program which increased unrestricted giving by 30% in one fiscal year.
Just prior to joining Gobel Group, Jason was the director of Development for Clinical Engagement at Albany Medical Center in Albany, NY. He effectively led the integration of a grateful patient program working alongside the Dean of the Medical College and other executive leadership. During his tenure at Albany Med, he coordinated and led the efforts for 7 gift officers working with 70+ clinician champions while acting as the liaison to Development Operations. He succeeded in shifting the culture of grateful patient philanthropy from one that was episodic in nature, focused mainly on a few service lines, to one that became fully immersed throughout the institution. Grateful patient and family philanthropic gifts rose to over $7M. Working in partnership with their physician and clinician champions, he and his team regularly closed five, six, and seven figure gifts from grateful patients and families in support of the strategic priorities of the Medical Center.
Michelle joined Gobel after seven years of experience in management and five in the legal field, where she oversaw more than 400 accounts monthly. She brings a strong attention to detail, accuracy, and efficiency in her work as a client engagement manager. Michelle works closely with clients and Gobel’s experts to plan and deliver strategic philanthropic initiatives with the highest degree of service. Her peers have recognized her for her high standard of ethical and professional conduct. Michelle graduated cum laude from Texas A&M – San Antonio with a Bachelor of Science in Criminology and a Minor in History. She resides in Texas.
Meagan brings ten years of experience in non-profit database administration and development operations. Prior to joining Gobel Group, she served as the Raiser’s Edge Database Administrator for the Office of Institutional Advancement in the Roman Catholic Diocese of Rockville Centre, the sixth largest Catholic Diocese in the United States, and most recently as the Database Manager for the United Way of Long Island. Meagan holds a Blackbaud certification in the Raiser’s Edge-Professional and received a bachelor’s degree in English from St. Francis College.
Jennifer Moody joined Gobel after a career with Henry Ford Health System as the Manager of Research and Prospect Management. While in this role, she developed and implemented a prospect management program that streamlined major gift officer portfolios and increased fundraising efficiency. Before that, she served as Research and Donor Stewardship Coordinator for The Henry Ford, an arts and culture organization, where she contributed to the launch of a $150 million comprehensive campaign. Jennifer is also active with the Association of Professional Researchers for Advancement (Apra), serving on the Ethics & Compliance Committee, as the Finance Lead for Apra’s Michigan chapter, and as a faculty member for Apra Fundamentals – Prospect Research. She is cowriting a chapter focused on pipeline management for the Researchers in Fundraising Best Practice Guide and Handbook for Prospect Research. Through her years of experience, she has developed the belief that prospect research is integral to the most efficient and focused fundraising efforts. Jennifer is certified in Blackbaud Raiser’s Edge Fundamentals and received her bachelor’s degree from Michigan State University. She resides in Wyandotte, Mich.
Al O’Keefe is a seasoned professional with more than 30 years of experience in major gift fundraising, capital campaigning, nonprofit marketing and public relations. He has served as vice president of an international educational and healthcare organization based in Dublin, Ireland; as corporate vice president for a prestigious northern New Jersey hospital; and in senior positions at three major fundraising consulting firms, including Gobel.
As counsel, Al has worked with local and national organizations in conducting integrated planning studies, capital campaigns, major gift fundraising, board development, strategic planning, and public relations. Clients span a diverse range of nonprofit organizations and have included educational and healthcare organizations, national associations, social service organizations, and major dioceses.
Al also has extensive experience in communications, public relations and marketing and has been a frequent speaker at international conferences sponsored by various professional associations, including AFP and AHP.
Prior to the acquisition of Ghiorsi & Sorrenti, Inc., where he was employed for more than 25 years and served as Senior Vice President , Al was the Vice President of Development for the Hospitaller Brothers of St. John of God. There, he was responsible for fundraising in support of the order’s private school in New Jersey as well as its missionary programs, ministries, and services in 43 countries.
Jana joins GOBEL as Vice President of Programs. Prior to launching her own consulting practice in 2014, Jana served as the Vice President of Philanthropy and Alumni Relations for Hazelden Betty Ford Foundation. Under her leadership, the organization’s annual fund more than doubled, and it successfully launched and completed the largest capital campaign in its history. Also while there, she led two dramatically different teams through a merger, successfully integrating two national philanthropy departments.
Beyond her accomplishments at the Hazelden Betty Ford Foundation, Jana also served as a Senior Consultant for national consulting firm Bentz Whaley Flessner; VP and Chief Development Officer at Planned Parenthood Minnesota, North & South Dakota; and Vice President of Development at Banner Health Foundation.
Over her 20-plus-year career, Jana has become well versed in the areas of annual fund, capital and endowment campaigns, and interim leadership staffing. She has achieved status as an active fundraiser, sought-after strategist, donor confidant, trusted team leader and team advocate, organizational voice inside and outside the walls of an institution, bridge and partnership builder, public speaker, and mentor. She is both leader and hands-on, committed consultant with a passion driven by the great reward of making a meaningful and lasting impact in the lives of those served by mission.
Jana holds a Juris Doctorate from Creighton University School of Law, with concentrations in dispute resolution and estate planning, and a Bachelors of Science in Political Science from North Dakota State University. She currently resides in Jacksonville, FL and spends considerable rewarding time volunteering at her daughter’s school.
For nearly 30 years at Ghiorsi & Sorrenti, Inc. before transitioning to the Gobel Group, Cathy handled a wide range of administrative and executive support duties. She also served as staff liaison to GSI clients. Cathy is the point person for all matters related to office management and client relationships.
Prior to her tenure at GSI, Cathy worked with several major corporations, including Sony Corporation of America and Unilever. She holds a degree in business.
Kathy enjoys working collaboratively with teams to create, capture, and use data to gain new insights. This allows groups to effectively apply data to guide learning, critical conversations, and decision making. Whether it be from her work operationalizing grateful patient programs, aligning donor preferences with actual giving experiences, or creating systems to capture child health and development outcomes, she brings years of nonprofit and healthcare philanthropy experience to the Gobel team.
Previously, Kathy served in leadership roles with The University of Kansas Health System and Children International which gave her the opportunity to learn from and work alongside teams across the United States, Asia, Africa, and Latin America.
She holds a Bachelor of Science degree from The University of Miami, as well as a Master of Public Health degree from The George Washington University.
Robyn has a Bachelor of Arts in Political Science from The University of Tennessee.
With over 40 years of healthcare management experience in both the clinical setting and in philanthropy, Helen is a well-known expert in developing and implementing successful grateful patient engagement programs. She works with Gobel Group clients to achieve new levels of fundraising with innovative grateful patient programs. Helen was most recently the executive director of Grateful Patient Programs at Duke Medicine and is a trained clinical nurse. Helen has experience closing major and planned gifts and has played a key role in several billion dollar campaigns. She is a well-known speaker at AHP, AAMC and CASE conferences. Helen has been awarded a number of honors, including the Triangle Business Journal 25 Women in Business Leader Award and the Innovation Award from Duke Medicine Development and Alumni Affairs. Helen holds a BSN degree as well as the MPH in Health Policy, Administration from the University of North Carolina at Chapel Hill and Adjunct Faculty at the UNC School of Nursing.
With more than 20 years in C-suite healthcare philanthropy roles, Denise has extensive experience with elevating annual, major, capital, and endowment building programs; donor relations and stewardship programs; planned giving; prospect research; implementing grateful patient and clinical integration programs; volunteer management and special events. Before joining the Gobel team, she served as Executive Vice President and Chief Philanthropy Officer for Tidewell Hospice and Stratum Health System in Sarasota, Florida. Her leadership led to a 200 percent increase in charitable giving to the organization and a 210 percent growth in planned giving and legacy society membership. During her time, she fostered a working relationship between her office and the hospital C-suite leadership team to engage them in relationship-building with high-level donors. She also previously served as Chief Development Officer for the 500-bed St. John’s Hospital, 80-bed St. John’s Children’s Hospital, and the St. John’s College of Nursing and Prairie Heart Institute in Springfield, Illinois. She built out many key functions of the philanthropy office in this role, including recruitment of a 15-member foundation board and a grateful patient fundraising program with clinician support. The organization increased philanthropic giving by 75 percent during her tenure. Denise is an active member and has held volunteer leadership positions with the Association for Healthcare Philanthropy (AHP) and the Association of Fundraising Professionals (AFP). Denise earned her Certified Fund Raising Executive (CFRE) designation in 2008. She holds a master’s degree in communication from the University of Illinois-Springfield.
Lawrence is a fundraising professional with two decades of diverse and extensive experience in the not-for-profit sector, and will lead Gobel Group’s work in the provinces of Canada. Most recently, Lawrence served as the President & CEO of the Children’s Hospital Foundation of Manitoba. As the senior executive member of the Foundation, he guided it to an almost 175% increase in revenue over a five-year period, and broadened the foundation’s scope of fundraising programs with the largest increase in revenue coming from annual gifts, major gifts, and a major emphasis on donor retention and stewardship. He has a bachelor’s degree and education certificate from the University of Manitoba and a Fundraising Management Certificate from the AHP Madison Institute. Lawrence has served as a volunteer on numerous healthcare boards and is a recipient of the Queen Elizabeth II Diamond Jubilee medal for his contributions to society.
Megan brings to the Gobel team seven years experience in working with healthcare clients.
Prior to Gobel she was a Registered Behavior Technician, providing services to clients alongside Board Certified Behavior Analysts and healthcare professionals.
Megan graduated from Elizabethtown College with a Bachelor of Social Work.
As a Client Engagement Manager, she brings her client-focused experience into play as she partners with Principal Consultants to implement our Grateful Patient Program.
Jocelyn brings to the Gobel Group over 16 years of experience in Philanthropy Services. She thrives on taking an analytical approach to her work by assessing the overall situation and strategically developing appropriate solutions.
Jocelyn previously worked at Westchester Medical Center, the FDNY Foundation, Albert Einstein College of Medicine, and as a consultant in Philanthropy Services. In each of these roles she developed strong policies and procedures for Database and Financial functions improving data accuracy, segmenting, and reporting. She oversaw multiple database conversions and merges and was also instrumental in implementing numerous software applications including wealth screening for grateful patient programs.
Her strong focus on improving processes for accuracy and efficiency, combined with her numerous years in the healthcare industry and with grateful patient programs, will prove to be excellent assets for our clients.
Howard Siegel has specialized in planning, organizing and hands-on direction of capital campaigns for more than 25 years. His clients have primarily included hospitals and integrated healthcare systems.
As a member of the Gobel capital campaign executive team, Howard is currently directing a campaign for Boca Raton Regional Hospital, boasting two $25 million lead gifts toward a $250 million goal, and is in the midst of a successful campaign effort for Children’s Specialized Hospital in New Jersey. Both launched when Howard was serving as Vice President for Ghiorsi & Sorrenti, Inc., now a member of the Gobel family. Prior, at Deborah Heart and Lung Center, Howard achieved unprecedented success toward their $45 million project. Other recent accomplishments include directing a $50 million effort at Aspen Valley Hospital (CO) and a highly successful campaign at Milford Regional Medical Center (MA) that exceeded its $25 million goal.
Some additional clients include NYU Winthrop (NY), Capital Health (NJ), McLaren Northern Michigan, University of Maryland Baltimore Washington Medical Center, St. Joseph’s Health (NY), Saint Clare’s Health System (NJ), Make-A-Wish Foundation of New Jersey, Shore Medical Center (NJ), and Jersey City Medical Center (NJ).
Howard has also served as Director at the New York State Society of CPAs, and as a Development Officer with the Zeta Beta Tau Foundation. He is a proud graduate of the University of Maryland.
Rob Sorrenti brings diverse skills to his responsibilities at Gobel Group. His experience and areas of expertise include major gifts, the organization and management of comprehensive and capital campaigns, planning studies, and marketing and communications.
Prior to Gobel’s acquisition of Ghiorsi & Sorrenti, Inc., Rob was an integral part of GSI teams managing multi-million-dollar campaigns. A sampling of his campaign engagements includes Jawonio Life Span Services (NY), Deborah Hospital Foundation (NJ), Elliot Health System (NH), and Capital Health System (NJ).
Rob also played key roles in conducting campaign planning studies for several GSI clients. These include County College of Morris County (NJ), Bonnie Brae School and Residential Treatment Center (NJ), The Mohawk Valley Health System (NY), Greater Lawrence Family Health Center (MA), Glens Falls Hospital (NY), Chilton Medical Center (NJ), and The Glen at Hiland Meadows (NY).
Along with campaign planning and management, Rob assisted in developing progressive marketing and communications strategies for GSI clients as they engaged in campaigns. He also had an active role in GSI’s ongoing marketing, communications and social media efforts.
Rob is a graduate of William Paterson University, with a bachelor’s degree in public relations and communications.
Adrian comes to GOBEL with more than 15 years of experience in building programs, enhancing processes, and producing results for clients and staff. Prior to GOBEL, Adrian served as the inaugural Director for Faculty and Clinician Engagement at the University of Washington Medicine, where he significantly increased the number of faculty and clinician partners with Advancement while helping raise $3 million in the first year of program implementation. Adrian was responsible for developing a series of executive-level metrics to track and convey ROI and impact with the goal of increasing partnerships between patients and clinicians.
In 2016, Adrian served as Manager, Prospect Research and Data Analytics at Trinity Health System, in Livonia, Michigan, a multi-state healthcare corporation with 96 hospitals and related entities. In this role, Adrian was charged with migrating data from 30 fundraising foundations into one CRM database. He partnered with his team to implement the Grateful Patient Healthcare Solution to assist major gift officers with identifying prospects and stewardship of current donors. To this end, he worked with 130 major gift officers and 200 development professionals.
Adrian’s career in healthcare philanthropy began with the Sisters of Charity Health System in Cleveland, Ohio. Sisters of Charity Health System comprises a network of hospitals in Ohio and South Carolina, along with skilled nursing and other elder-care facilities, three $500M grant-making foundations and several ministries addressing the immediate needs of low-income families, children and homeless men and women. Adrian trained with highly experienced fundraising professionals who helped launch his impressive career.
Adrian is active in several development groups, including serving as a Facilitator for the Association for Healthcare Philanthropy’s (AHP) Grateful Patient Roundtable; as Chair of the Marketing and Communications Committee for Men of Color in Development, and a mentor with Black Leaders in Philanthropy. He has published an article in American Prospect Research Association (APRA) Connections entitled Strengthening Partnerships with Faculty. Adrian has been awarded AHP’s 40 under 40 recognition, honoring the industry’s best and brightest young leaders.
Adrian received his Bachelor of Arts degree with a triple major in Marketing, Finance, and Management from Walsh University. Adrian resides in North Canton, Ohio
“I am truly humbled and grateful to be part of a vital sector where we provide opportunities for patients and others to express gratitude and follows their passions.”
Tom Sweeney has nearly 30 years of experience leading development programs and campaigns for diverse not-for-profit organizations throughout the Northeast. He has a particularly strong background in developing strategies, programs, and projects and has an impressive track record in planning and executing successful capital and endowment campaigns, which have raised $500M+ for leading nonprofit organizations.
Prior to GOBEL, Tom worked for several philanthropic organizations, including Catholic Guardian Services as Chief Advancement Officer and the American Red Cross as Senior Development Officer. Most recently, Tom held the role of Consultant with the Angeletti Group, where he developed client partnerships and served as interim Campaign Director at Englewood Health and Vice President of Institutional Advancement at Mount Aloysius College. He has also had tenures at the National Audubon Society, the Roman Catholic Diocese of Bridgeport in Connecticut, and Community Counseling Service (CCS). He is a sought-after speaker and has been a presenter on philanthropic trends and strategies for numerous organizations, including the Association of Fundraising Professionals.
Tom’s volunteer commitments through the years include board memberships with the Connecticut Audubon Society and Washington Square Fund. Tom has a Bachelor of Arts in Political Science from PennWest California, and currently lives in Tequesta, FL.
“Leadership, and preparation, are the cornerstones of successful campaigns.”
Carly has a rich and diverse background with significant experience in the development of integrated fundraising plans, from annual giving through planned giving programs. During her 10+ years in the nonprofit world, she has held multiple positions in fundraising shops before realizing her love for direct mail and digital fundraising. She has experience working with top-tier organizations such as St. Jude’s Children’s Research Hospital, Children’s Miracle Network Hospitals, the New York Junior League, the American Red Cross, and Moffitt Cancer Center. Prior to GOBEL, she served as Account Director at TrueSense Marketing. While there, she helped to grow nonprofit clients’ donor bases by developing multi-channel direct response and digital fundraising programs.
Carly is an expert in the intersection between storytelling and data analysis, which she uses to create marketing strategies and suggest strategic segments for communications for GOBEL clients. She holds a Master’s degree in Nonprofit Management from Columbia University and a Bachelor’s degree in Fine Arts from Rutgers University. She resides in St. Petersburg, Florida and when not working can be found exploring various beaches with her dog, Noodle.
Prior to becoming a member of Gobel Group’s public relations team, Glenn headed the Public Relations and Communications Division of Ghiorsi & Sorrenti, Inc. for 29 years. He developed sophisticated communications plans for campaigns and consulted on public relations issues for GSI fundraising clients. Recent results include millions of dollars in media value for advertising and publicity efforts relating to campaigns for Boca Raton Regional Hospital, Intermountain Healthcare, Deborah Heart and Lung Center, and Milford Regional Medical Center.
Glenn’s 35-plus years of public relations, marketing, and fundraising experience span several healthcare and other nonprofit organizations, New York and national politics, the entertainment industry, and crisis and issues management. Throughout his career, Glenn accumulated a plethora of communications’ skills including writing expertise and extensive experience with print and electronic media. Glenn also has participated in several Planning Studies, Strategic Preparation analyses, and ongoing campaign direction activities for a range of GSI’s clients. He’s been an occasional author of articles, actor, and master of ceremonies, and is an avid film enthusiast.
He is a proud graduate of Fordham University, where he spent four years as broadcaster for the University radio station, WFUV.
Andrew is a Silicon Valley veteran with 15 years experience using machine learning and data science to help companies innovate, including at Google, Check (acquired by Intuit), and over a dozen startups. Andrew has MS & BS degrees from Stanford in Symbolic Systems focusing on AI.
Kevin joined Gobel Group with 25 years of experience in philanthropy. Before starting at Gobel Group, he was the Executive Director of Alumni and Friends Engagement and The Clark Fund at Clark University. There, he developed new communications tools, implemented digital fundraising strategies, and expanded volunteer opportunities. He previously worked at the University of Rochester, Northwestern University, Carnegie Mellon University and Bowdoin College. He has served as a member of the Council for the Advancement and Support of Education (CASE) District 1 Cabinet, Commission on Alumni Relations and as a program chair and faculty. Kevin earned his bachelor’s degree in economics and music from Bowdoin College and a certificate in leadership coaching from the University of Rochester. He lives in Stow, Mass.
Prior to GOBEL, Lauren had a 14-year tenure as the accountant for Gulf Coast, a sizable road construction company headquartered in Ireland. Lauren’s considerable capabilities there featured full cycle accounting, financial statement preparation, and cash management. In addition to her stint at Gulf Coast, her extensive background includes work in multiple industries including finance, oil and gas, and real estate. Her proficiency in implementing time- and money-saving software and processes is a value-add and demonstrates her importance to GOBEL’s team.
Lauren earned her Bachelor of Business Administration in Accounting from the University of Texas A&M and currently resides in Beaumont, TX.
“I am excited about my role with GOBEL and in healthcare philanthropy, I am enthusiastic about learning it while using my knowledge to help my team and company as a whole.”
We are always interested in meeting talented healthcare philanthropy professionals.
Gobel has had the privilege of working with 1,000 hospitals and health systems. Our growing team includes 65 employees who are seasoned healthcare development professionals and clinicians from the top medical centers in the nation. Collectively, our consultants bring more than 750 years of healthcare philanthropy experience to our client engagements, having led billion-dollar campaigns, and raised hundreds of millions annually.