2

“DID YOU READ THE MEMO?”

Cast of Characters at the New Leaf Foundation

Neil Proctor—Advancement Director

Meredith Marks—Major Gifts Officer, Reports to Neil

Cara James—CEO

Jane Brady—Meredith’s Assistant

Meredith Marks had more than a decade of experience in fundraising strategy and donor cultivation when she was recruited to be the major gifts officer in the New Leaf Foundation’s development office. Prior to working for New Leaf, Meredith headed up the alumni foundation office at Shepherd College, where she had acquired some large and noteworthy donations.

Meredith had just returned from a grueling five-day trip of home visits with several donors, combined with two media events. Her travel schedule was always heavy this time of year, but ...

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