Our Team


Our consultants are highly qualified, committed fundraising professionals with extensive experience working with non-profits across the United States and internationally. In addition, each consultant has their own specific areas of expertise, such as capital campaigns, planned giving, integrating fundraising into program work and major gifts. 

Stephanie Roth

Stephanie Roth is a trainer, consultant and coach for organizations working for social justice, with a focus on fundraising, board development and meeting facilitation. Stephanie has written widely on the topic of fundraising and organizational development, and is the co-author (with Mimi Ho) of The Accidental Fundraiser: A Step-by-Step Guide to Raising Money for Your Cause (Jossey-Bass).  She was a co-founder of GIFT (Grassroots Institute for Fundraising Training), and was the Editor of the Grassroots Fundraising Journal -- for eleven years.  Stephanie's entire working career has been with nonprofits, as staff member, volunteer and consultant, and she has taught fundraising nationally and internationally.  

To Stephanie directly, email stephanie@kleinandroth.com.


Nancy Otto

Nancy Otto specializes in consulting in the areas of grassroots fundraising, fundraising training, and organizational development. She has more than twenty-five years of experience as both staff and board member of several leading nonprofit organizations. For more than ten years, she worked at the American Civil Liberties Union Foundation of Northern California, first as the Field Representative, and then as the Director of the Howard A. Friedman First Amendment Education Project. She also worked at the National Immigration Forum in Washington, D.C. and the National Center for Lesbian Rights. She has served on the boards of many nonprofit organizations, most recently as Co-Chair of the National Center for Lesbian Rights.

To reach Nancy directly, email nancy@kleinandroth.com.


Kim Klein

Kim Klein is an internationally known trainer, speaker and author, well known for her ability to deliver information in a practical, down-to-earth and humorous way.  She has a wide range of nonprofit experience, having worked as staff and as a volunteer and a board member.

Kim is the author of five books, including Reliable Fundraising in Unreliable Times, which won the McAdam Book Award.  Her classic text, Fundraising for Social Change, now in its seventh edition, is widely used in the field and in university degree programs.  Her other books include Fundraising for the Long HaulAsk and You Shall Receive, and Fundraising in Times of Crisis.  She is the series editor of the Kim Klein Fundraising Series at Jossey Bass Publishers.  She was a member of the Building Movement Project where she worked on a project called Nonprofits Talking Taxes. Kim is a Fellow with On the Commons and blogs at kimkleinandthecommons.blogspot.com.

She has provided training and consultation in all 50 United States, five Canadian provinces and 21 other countries.  She is a lecturer at the School of Social Welfare at the University of California, Berkeley, and has served as guest faculty at the Haas School of Business at UC Berkeley and Concordia University in Montreal. Kim co-founded the Grassroots Fundraising Journal in 1981 and was its publisher for 25 years.

To reach Kim directly, email kim@kleinandroth.com.




Stan Yogi

Stan Yogi has more than 26 years of experience with non-profit organizations in fundraising and grantmaking. He was Director of Planned Giving at the ACLU of Northern California for 13 years, where he was also responsible for securing foundation grants and raising major annual gifts. Prior to joining the ACLU staff, he was a Program Officer for the California Council for the Humanities, a statewide organization that awards grants for cultural and educational programs. Stan has raised funds as a board member of social justice organizations, including the Horizons Foundations (the San Francisco Bay Area's LGBT community foundation), where he was Board President. He also served on the board of Northern California Grantmakers. He is the co-author (with Elaine Elinson) of the award-winning book, Wherever There's a Fight: How Runaway Slaves, Suffragists, Immigrants, Strikers, and Poets Shaped Civil Liberties in California (Heyday, 2009).

To reach Stan directly, email stan@kleinandroth.com


Rona Fernandez

Rona Fernandez has worked with social justice nonprofits for the past 20 years, always with fundraising as a part of her work. She has raised money in several capacities—as a community organizer, house party coordinator, development director, executive director and board member. Previously, she was the Managing Director of Californians for Justice, a statewide grassroots organizing group. She has also volunteered and / or fundraised for Reading Partners, the East Bay Meditation CenterSama Sama Summer Camp and the CJ Foundation for SIDS.  Rona graduated from the Grassroots Institute for Fundraising Training's Training for Trainers program in 2005, and co-coordinated GIFT's groundbreaking event, Raising Change: A Social Justice Fundraising Conference (now called Money for Our Movements) in 2006. She has served on the editorial board of the Grassroots Fundraising Journal and regularly contributes to the magazine. Her articles can be found in the Journal’s article archive. You can find a partial list of her clients on her LinkedIn page. Born and raised in the Bay Area, Rona is dedicated to helping grassroots groups learn how to fundraise effectively and build a base of donors within their communities.

To reach Rona directly, email rona@kleinandroth.com.