Our Team

While the Klein and Roth Consulting practice officially started in 2005, each of us has a long history of working in a variety of movements and an understanding of the unique challenges that small to mid-size nonprofits face.

We use our wisdom from these experiences to build creative solutions with you.

 
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Stephanie Roth

Stephanie Roth discovered feminism in high school, and got her first dream job working for a reproductive rights organization in in New York City in 1980. She learned very quickly that foundation funding was hard to come by for organizations working on controversial causes, but that all kinds of people wanted to get involved - with their time and their money - to make change. Later she was co-director of New York Women Against Rape, and after making her way back to California, helped build an individual donor program at the Center for Third World Organizing (CTWO) and became the Editor of the Grassroots Fundraising Journal.

Stephanie was a co-founder of GIFT (Grassroots Institute for Fundraising Training) and was one of the organizers of the first Money for our Movements Social Justice Fundraising Conference in 2006.

Stephanie has been a trainer, writer, consultant and coach on fundraising, board development and other organizational development issues for over 25 years.

She currently works as a part-time development director for the Community Land Trust Association of West Marin (CLAM), which works on affordable housing issues in a rural community.

With Stephanie’s help, our small team learned how to identify donors who could give more and communicate with them in ways that were meaningful and persuasive. The campaign was a success and our major donor work since then is far better because of the work we did with Stephanie.
— Deborah Agre, Development Director, Middle East Children’s Alliance
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Kim Klein

Kim Klein’s journey to become a pioneer in teaching small nonprofits how to raise big money started in seminary where her field placement took her to one of the first domestic violence shelters in the country, La Casa de Las Madres, in San Francisco, CA. Starting by asking churches and synagogues to support the shelter, Kim realized that the taboo in our culture about talking about money made it hard to ask for donations. As a development director at the Coalition for the Medical Rights of Women, Kim helped them decrease their dependence on foundation funding by building a successful individual donor program.

Finding that very little information existed about how small grassroots social justice groups could raise money from their communities, she decided (in collaboration with her friend Lisa Honig) to start a magazine, the Grassroots Fundraising Journal. Kim wrote Fundraising for Social Change, now in its 7th Edition, in continuous print since 1985.

Kim is no longer accepting new clients.

Your advice over the last 12 years has been invaluable. We always say to each other, ‘What would Kim Klein say?
— Christiane Carman and Kristine Albrecht, Santa Cruz Montessori
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Nancy Otto

Nancy Otto started her fundraising journey in 1989 organizing hip hop dance events that benefitted groups such as Asian and Pacifica Lesbians, Bisexuals and Transgender Network, Asian Pacifica Sisters, and Gay Asian Pacific Alliance. She learned the power of using fun and community based events to bring people together to support important efforts. She directed the field program and a high school education project for the ACLU of Northern California and was a policy wonk at the National Immigration Forum. She served on the Boards of national PFLAG, National Center for Lesbian Rights, and Charlotte Maxwell Complimentary Clinic learning first hand the challenges of asking for money from a Board member’s perspective. Nancy is also an artist and appreciates the need some arts organizations have to work outside the box.

I’ve worked with Nancy Otto for nearly a decade at three different organizations (Playworks, Reading Partners, and iMentor). So much of what I know about individual donor cultivation and stewardship, I learned from Nancy. She is masterful and brings such expertise and authenticity to her craft.
— Adeola (Ola) Whitney, Chief Regional Officer, iMentor
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Rona Fernandez

When Rona Fernandez decided to go from bystander to racial justice activist, she jumped in with two feet and never looked back. Her first action was an all-day sit-in at the Chancellor Chang Lin-Tien’s office at UC Berkeley in 1993, to protest the defunding of the Ethnic Studies program. A writer, she was also an editor at the Filipino-American student literary journal maganda. After college she co-founded the School of Unity and Liberation, a political education program for organizers. She worked as an action organizer and field organizer with Californians for Justice, where she learned the ropes of electoral work and the importance of grassroots organizing and fundraising to build power and make lasting change. At CFJ, she fundraised door-to-door, organized house parties and later became the organization’s development director. On these different stops of her journey, Rona found that fundraising allowed her to marry organizing with her love of writing. But fundraising did not become her true calling until she attended the trainings of the Grassroots Institute for Fundraising Training in 2005, and was fortunate to find mentors in Kim Klein and Stephanie Roth. Rona joined the Klein & Roth Consulting family in 2009, and is proud to be part of this unique and powerful team.

Rona has played a key role for many of our fund development needs over the past five years, including planning, facilitation, and strategy support. Rona has also invested the time and energy to understand our values and organizational culture. This approach has engendered both efficiency and trust in our working relationship, and is invaluable to any of us working in social change.
— Bernice Julie Shaw, Co-Director, Center for Story-Based Strategy
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Stan Yogi

Stan Yogi abandoned his childhood dream of becoming a roller derby star for more realistic career goals--movie director, lawyer, English professor—before finding in the non-profit community the tribe from which he was separated at birth. He initially worked for grantmaking organizations, including California Humanities, where he was a program officer. He then moved to the fundraising side of the non-profit equation, first as a grantwriting consultant and then as Director of Planned Giving and Foundation Support for the ACLU of Northern California.

Stan was involved in the movement for Japanese American redress and other Asian American issues, but it wasn’t until the early 1990s when he joined the board of the Horizons Foundation (the San Francisco Bay Area’s LGBTQ community foundation) that he learned about the importance of fundraising from individuals. AIDS was ravaging the gay community and very few foundation or government funders, even in progressive San Francisco, supported LGBTQ organizations. LGBTQ individuals had to support non-profits serving our community.

He has combined his love of writing, history, and activism by co-authoring two books, Wherever There’s a Fight, (a history of civil rights in California), and Fred Korematsu Speaks Up (a biography for young readers about a man who defied the government’s World War II orders forcing Japanese Americans into prison camps). He is currently researching a book about progressive Christianity.

Stan Yogi is a gentle genius. He guided the Institute for Policy Studies step-by-step, through a successful launch of a Planned Giving Program that we could integrate into our ongoing fundraising efforts. We looked forward to our weekly one-hour sessions with Stan for wisdom, laughter, and a clear sense of what we needed to do next. He helped set IPS up for the next 50 years.
— John Cavanagh, Executive Director, IPS and Angelique Been, former Development Director