1. CLIENT & PROJECT HISTORY
Lisa James, CFRE (Certified Fund Raising Executive) has more than twenty-five years of executive experience with large
organizations and projects including: Marketing Director for Price Development Corporation and the Rogue Valley Mall and then moving
into the non-profit field with Oregon Health Sciences University Foundation, Doernbecher Children’s Hospital Foundation, Rogue Valley
Medical Center Foundation, The Osmond Family Foundation/ Children’s Miracle Network. Positions have included Executive Director of
the Wenatchee Valley College Foundation, and six years as Director of Institutional Advancement for Southern Oregon University (SOU)
and Executive Director of the SOU Foundation.
Ms. James is a graduate from Southern Oregon University with a Bachelor of Science Degree in Business Administration and
Marketing and has been a Certified Fund Raising Executive by the Association of Fund Raising Professionals (AFP) since 1995. Lisa
served as Secretary of the board for the Craterian Ginger Rodgers Theater and Performances Company, has been a Rotarian for twenty
years and an active member of many professional associations. James is a frequent conference presenter on varied topics from
marketing to planned giving programs.
James Consulting, Inc. (JCI) was established in 1999 to specialize in marketing and development; including public relations,
capital campaign counsel, feasibility/planning studies, development audits, planned giving programs and strategic planning. JCI is a
full-service firm providing customized development and marketing strategies to help non-profits build a better future for themselves
and their communities. Capital campaigns have included the Children’s Farm Home in Corvallis, Three Rivers Hospital in Grants Pass,
the Lithia Motors Amphitheater at the Jackson County Fairgrounds, the new Coos Historical & Maritime Museum and the Ashland Art
Center.
James works with an alliance of respected professionals providing the best in, fund-raising counsel, graphic design, website
development, copywriting, marketing, advertising, public relations and grant writing.

2. 2
James Consulting, Inc. was retained as counsel for
two years by the City of Medford, Oregon to conduct
feasibility studies for two flagship projects, assess
philanthropic potential for public-private partnerships,
voter approved bonding capacity, and alternative
funding strategies for the development of a $30
million, 132-acre Sports & Community Park and the
Urban Renewal Signature Project along Bear Creek
and the Greenway. James coordinated with Rotary
Clubs “Centennial Projects” whose contributions
helped to construct the “Rotary Bridge”. Established a
new non-profit foundation for Parks & Recreation and
created Award-Winning (League of Oregon Cities)
Donor Recognition Policy and site specific plans.
James composed the proposal and
assisted in negotiation with U.S. Cellular who
purchased facility naming-rights in 2008 as a part of a
six-year, $650,000 agreement (with options for
renewal) -- the largest public facility per-year naming
rights agreement in Oregon history.
James also provided counsel to other development
partners including the Jefferson Nature Center (JNC).
James later facilitated a merger between JNC and the
current operator: Coyote Trails Nature School who
manage the renovated farmhouse located on 10 acres
within the 70 acre riparian area of the park
surrounding Bear Creek and the Bear Creek
Greenway.
http://www.coyotetrails.org/ct-nature-center/about
http://www.sportsmedford.com/ssp/about_usccp
Reference Contact: Brian Sjothun, Director of Medford
Parks & Recreation (541) 774-2400. For Coyote Trails
Nature School contact Molly Kreuzman at 541-772-1390.
James also assisted the Medford Parks Foundation to guide
board development and strategic planning.
Addictions Recovery Center
Board Development, Real Estate Bargain Sale, and Strategic Planning
Asante’ Health System
(Rogue Valley Medical Center & Three Rivers Community Hospital)
Three Rivers Community Hospital $4 Million Capital Campaign Counsel
& Development Program Assessment
Ashland Art Center
Board Development, Organizational Structure, Capital Campaign Counsel
Ashland Independent Film Festival
Grant writing, membership campaign, resource development Counsel
Camelot Theatre Company
Capital Campaign Feasibility & Planning Study/Case Development
Talent, Oregon
CASA of Jackson County (Court Appointed Special Advocates)
Infrastructure development & Capital Campaign Counsel
City of Central Point, Oregon, Parks & Recreation Foundation
Strategic Planning, Board Training, Marketing and Development Structure
City of Medford, Oregon (multiple contracts)
Establish new Parks & Recreation Foundation (later strategic planning)
Medford Sports Park $17.5 million campaign plan
Feasibility Studies and Campaign Strategy & Counsel
Public Relations for new Aquatics Facilities & park improvements
Coos County Historical Society
Coos County Historical & Maritime Museum
Development Feasibility Study / Capital Campaign Counsel
$5 Million Capital Campaign
Crater Lake National Park Trust
National Executive Director Search & Counsel

3. 3
Down Syndrome Association of Southern Oregon
Annual Giving, Marketing, Board Development
Dogs for the Deaf, Inc.
Director of Development Executive Search
National Search for new General Manager
Central Point, Oregon
Florence Crittenton Home & Services
Development Audit & Strategic Planning
Helena, Montana
Friends of the [Jackson County] Fair Foundation
Lithia Motors Amphitheater $3.8 Million Capital Campaign Counsel
& Development Program Structure, grant writing
Habitat for Humanity – Rogue Valley Affiliate
Board Development, Policy Review, Individual Giving Programs
Strategic Planning, Retreat Facilitation
Heart of Medford Association
Strategic Planning, Retreat Facilitation
Help Now! Advocacy Center
Strategic Planning, Marketing & Positioning, Board Development
Intermountain Children’s Home and Services
Development Department Performance Audit,
Strategic Planning & Executive Director of Development Search
Helena, Montana
Jackson County Relief Nursery & Family Nurturing Center
Organizational infrastructure & annual campaign
Jackson County Amateur Radio Emergency Service (JCARES)
Annual & Corporate campaign
Lisa James orchestrated the Oregon University System’s
first public-private partnership campaign to build
academic space on a university campus. James role
included working with the architects at Thomas Hacker &
Associates, SOU administration and faculty, and
community representatives to design the facilities.
In 1997 the Oregon state legislature rated the 66,000
square-foot Center for the Visual Arts on the campus of
Southern Oregon University its top capital priority by
matching $5.8 million in 11-G bonds (50% of the total) to
gifts and grants.
The private capital campaign exceeded its goal, raising
$6.2 million including the first Kresge Foundation grant in
southern Oregon. Such leveraging of private-public
partnerships has now become standard practice to
construct new academic buildings.
http://www.sou.edu/art/

4. 4
Jefferson Nature Center (Coyote Trails)
Board Development & strategic development planning
Facilitation of merger with Coyote Trails
Kagyu Sukha Choling Buddhist Meditation Center
Capital Campaign Coaching
Kid Time! Discovery Hands-On Museum
Strategic Planning Facilitation, partnership faclitation
Kids Unlimited of Oregon
Capital Campaign Feasibility Study /Counsel
Literacy Council of Jackson County
Annual Fund Campaign
Lloyd Haines, Attorney and Real Estate Developer
Marketing & Development Counsel
Founder: Sanctuary One – Animal Sanctuary
Medford Market (Co-Op) Non-Profit Organic Grocery Store
Membership Drive and Marketing (pro-bono)
Medford Parks & Recreation Foundation
Incorporation, Board Development and Strategic Planning
Mikota Photography
Marketing & Special Projects
Oregon Conservatory of Performing Arts
Board Development/ Planning/Marketing
Pacific Non-Profit Network (pro bono)
Southern Oregon University
Advisory Board Member for Conference Planning, Sponsor & Presenter
– Planned Giving, Marketing, Development
Lisa James worked with the Coos County Historical
Society. She conducted a feasibility study and
provided campaign counsel for a new Coos
Historical & Maritime Museum and plaza on four
acres along the waterfront that is under construction
now and will open in 2015.
This project is a public-private partnership between
the independent non-profit Coos County Historical
Society, Coos County, The City of Coos Bay, the
South Coast Development Council, and the
Coquille Indian Tribe.
http://www.cooshistory.org/coos-historical-
maritime-museum-new-museum.htm

5. 5
Providence Community Health Foundation
Providence Medford Medical Center
Providence Health Systems, Oregon
Planned Giving Programs and Presentations
Donor acquisition and research program development
Rawland Glass, Inc.
DBA: Relationships First Counseling, Training & Consulting
Corporate Rebranding and Marketing campaign counsel
Rogue Valley Council of Governments (RVCOG)
Food & Friends/Meals on Wheels
Development Program Audit
Safe & Healthy Kids Political Action Committee (PAC)
Marketing and Public Relations for Bond Issues
SanctuaryOne at Double Oak Farm
People, Animals and the Earth
Marketing & Advertising, Capital Campaign Planning
ScienceWorks Hands-On Museum
Capital Campaign Planning/Feasibility Study
Southern Oregon Goodwill Industries
Annual Giving Campaign Consultation
Southern Oregon Gymnastics, Inc.
Development Review/Counsel
Southern Oregon High-Performance Enterprise Consortium
(SOHPEC)
Branding, Membership Marketing and Public Relations
Southern Oregon Historical Society & SOHS Foundation
Major Gifts Campaign & Board Development
Southern Oregon Humane Society
$5 Million Capital Campaign Feasibility Study
and Campaign Counsel
Southern Oregon University
Marketing Workshop for Department Heads - HEC
Southern Oregon University Foundation
Executive Transition Counsel and Campaign follow-up
Southern Oregon Women’s Access to Credit (SOWAC)
Annual Campaign Counsel – pro bono
Story Line Press
Board Development/Planning
Trillium Family Services
Children’s Farm Home Campus
Capital Campaign - $15 million
Portland and Corvallis, Oregon
Visp.net
Internet Service Provider (Wholesaler)
National Marketing & Advertising Campaign for 08-09
James Consulting orchestrated the $3.8 million capital
campaign to build a new 5,800 seat outdoor amphitheater
Lithia Motors Amphitheater at the Jackson County Fairgrounds