2007 WORLD PROPOSAL CHAMPIONSHIPS

JUDGING PANEL

Bill Barratt, BA (Hons), MSc
Manager, Grant Development Services
Metasoft Systems
Vancouver, Canada


Following two decades working in the financial services industry in Canada, the United States and Europe specializing in fiscal management and project financing, Bill spent another decade consulting, particularly to non-profit organizations and to foundations. As a result, Bill has a unique and inherent understanding of the responsibilities and challenges associated with both the ‘asking’ and 'giving' sides of the fundraising equation.

After graduating from Carleton University and the London School of Economics, Bill worked in increasingly senior positions for Kleinwort Benson, a London merchant bank, the Bank of Canada, the Royal Trust Company, Wood Gundy, and Goldman Sachs, New York.

Bill became a partner in Western Management Consultants, located in Vancouver and Edmonton, in 1982. He spent the subsequent 20 years as senior consultant and advisor to a broad range of private, public, aboriginal and non-profit organizations in North America and SE Asia. For nine years prior to his retirement in 2002, Bill was consultant to and board member of the Naniwa Trust - a private investment trust and international philanthropic foundation with assets in excess of $400 million. After retirement, Bill joined Metasoft Systems Inc. being appointed Manager of the company’s fundraising consulting services team, Grant Development Services, in 2002. Over the past five years, the Grant Development Services team has assisted 83 North American non-profits in their efforts to raise funds.

Tom Riglar, BBA, CFRE
Manager, Personal Philanthropy
United Way
BC, Canada


Tom Riglar is the Manager, Personal Philanthropy for the United Way of the Lower Mainland in British Columbia. He manages and participates directly in the marketing, soliciting, receiving and managing of the full array of immediate, deferred and planned gifts from Individual Donors and both Private and Public Foundations through direct donor contact, recognition, development and stewardship.

Prior to joining United Way, Tom has held posts as the Director of Development and Communications for The Crisis Centre of Vancouver and the Director of Corporate Financial Services for Eastern Canada at National Trust.

Tom has been on the Board of Directors of Variety, The Children’s Charity of BC for 11 years and previously both the National and BC Boards of The Acoustic Neuroma Association for 14 years where he served as Financial Director for six years. In his 38 years of volunteer work, he was also on the Board of the Montreal YMCA and President of the Downtown Y where he Chaired four Annual and two Capital Campaigns.

Tom is a Member of the Trust Institute and has attended over 85 seminars of continuing education in the field of fundraising. Tom is also a mentor in the Association of Fundraising Professionals Program, Director of the National Board of the Canadian Association of Gift Planners and a member of the Estate Planning Council of Vancouver.

Kathleen Warren, Ph.D.
Director, Foundation Relations
Washington State University Foundation
Washington, USA


Kathleen Warren has worked for Washington State University since 1983, transitioning from public relations and development writing to full-time corporate and foundation relations in 1995. In 2004, she left her position as associate director of development and external relations in the university’s College of Engineering and Architecture to join the Corporate and Foundation Relations team in the central WSU Foundation. She is WSU's first ever director of private foundation relations. In her short time in that role, she has led collaborations with faculty and development colleagues resulting in substantial grants for the university from the W. M. Keck Foundation, Murdock Charitable Trust, and the Paul G. Allen Family Foundation. She was instrumental in getting the development teams university wide to adopt and appreciate the power of Metasoft's Foundation Search and Big Online tools.

A unique undertaking in 2006 was co-coordinating WSU's first "Mission to New York," an expedition, sponsored by the university's Office of Research, designed to bridge the geographical and communication gap between a WSU group of six talented arts and humanities faculty at our research-intensive university in rural Pullman, Washington, and significant private New York foundations with mutual interests. Memorable highlights of that trip for Kathleen included meeting in person with program directors in the Ford Foundation, Rockefeller Foundation, Robert Wood Johnson Foundation, American Council of Learned Societies, and Social Sciences Research Council (as well as visiting the MOMA, experiencing two musicals on Broadway, and taking a bicycle tour from Midtown to the Bronx!).

Karin Neuenschwander
Foundation Relations Development Manager
Washington State University Foundation
Washington, USA


Karin Neuenschwander is the Foundation Relations Development Manager for Washington State University Foundation and has been working for the Foundation since 2004. She serves as the liaison between Washington State University and Washington State University Foundation for grant proposals to be submitted for the university by the Foundation. She is one the key reviewers before proposals to private foundations are submitted. Once the grants have been awarded, she makes sure that agreements are set up and progress reports are submitted in a timely fashion. Karin really enjoys working on grant proposals from all areas of the university -- from requests for art museum exhibition funding to complex research equipment funding. In the community, Karin serves as a volunteer board member on the board of directors for the Community Action Center for Whitman County. She has lived and worked in Asia, Europe and the United States. She especially loved teaching English in China and Japan, and, in the United States, working for a local wholesaler, marketing gardening products at trade shows in New York and Atlanta.

Heidi K. Frederick
Assistant Director of Research
Center on Philanthropy at Indiana University
Indiana, USA


Heidi Frederick is the Assistant Director of Research for the Center on Philanthropy at Indiana University. She has been with the Center since 2004. Mrs. Frederick serves as the proposal writer for the Center on Philanthropy’s research department. In this capacity she has written numerous funded research proposals including a recent $750,000 grant from the Bill & Melinda Gates Foundation for the Center’s signature research project the Center on Philanthropy Panel Study (COPPS). Mrs. Frederick serves as a project manager for various funded research projects including the Philanthropic Giving Index (PGI) and The Bank of America Study of High Net Worth Philanthropy. She oversaw the Center’s research on giving for disaster relief and the impact of foundation’s overhead cost policies on social service and educational institutions. She has also written chapters for the annual publication Giving USA.

Mrs. Frederick is also an associate faculty member for the School of Public and Environmental Affairs (SPEA), IUPUI, teaching a graduate level proposal writing class. Mrs. Frederick graduated with a Master of Arts in Philanthropic Studies with the Center on Philanthropy and her Master of Public Administration with a concentration in nonprofit management through SPEA.

Previous to working at the Center on Philanthropy, Mrs. Frederick worked for the Christel DeHaan Family Foundation and the Anthem Blue Cross and Blue Shield Foundation in Indianapolis. While at the Christel DeHaan Family Foundation, she reviewed hundreds of letters of inquiry and full proposals for the foundation, eventually making funding recommendations. She also served as administrative staff and a program officer at the Anthem Foundation, again, reviewing all proposals and making funding decision to the Board of Directors. Her other work experience includes community development corporations and the Robert McCormick Tribune Foundation in Chicago.

Morris W. Price, Jr.
National Program Officer
Gill Foundation
Denver, CO


Morris W. Price, Jr, currently serves as the National Program Officer at the Gill Foundation. The Gill is the nation’s largest funder focusing primarily on lesbian, gay, bisexual, and transgender civil rights. He is a member of the Gill Foundation's Movement Building Center which makes grants both nationally and locally in all fifty states.

Prior to his appointment at the Gill Foundation, Morris was the Director of University, College and Community Relations for the Daniels Fund, a billion-dollar private foundation whose primary funding focus is education and educational opportunities for low-income students in Colorado, New Mexico, Utah and Wyoming. Prior to joining the Daniels Fund, Morris enjoyed a successful career in higher education in college admissions with a number of colleges and universities including serving as the Director of Admission at the University of Denver. Previous academic institutions included DePauw University (Indiana), Montclair State University (New Jersey), and Wabash College (Indiana). A native of Colorado, Morris received his undergraduate degree from Colorado State University and a masters degree in Nonprofit Management from Regis University.

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