Jonathan Chan Email and Phone Number
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I’m a transformational social sector leader with wide-ranging international and local experience. Fueled by my success as a fundraiser (over $21 million raised), I've launched and scaled high-impact programs, overhauled struggling departments, and led catalytic organizational growthMy leadership style:-I coach and develop my direct reports-I'm constantly seeking feedback and improvement-I connect the 35K foot view with ground-level details-I'm always searching for the highest ROI -I'm committed to justice and equity
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Fractional Cfo | Director Of Business DevelopmentTrustwardRichmond, Va, Us -
Inaugural Operations DirectorRichmond Forward Together Nov 2024 - Present
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Senior AdvisorRcg Jul 2024 - PresentRichmond, Va, Us• Provided Fractional CFO services including budgeting, cash flow analysis, and systems improvement for clients • Revamped policies and procedures to ensure grant compliance and enhance financial performance.• Collaborated with clients to forecast cash flow, identify key opportunities, and drive strategic financial decisions. -
Campaign Fundraising Manager & Finance Committee ChairFriends Of Danny Avula Aug 2024 - Nov 2024Raised over $1.4 million from nearly 1,500 donors for Danny Avula, the winning candidate. This is both the largest amount ever raised, as well as the largest donor base ever assembled for a Richmond mayoral election. • Managing fundraising efforts for the candidate through data management, prospect research, call list preparation, and solicitation coaching.• Leading forum and debate preparation, ensuring smooth execution and candidate readiness.• Overseeing donor follow-ups and stewardship, fostering strong relationships and securing continued support.• Managing and inspiring the candidate's finance committee, an experienced group of bundlers helping to raise funds for the campaign.
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Fundraising ConsultantWe Are Catapult May 2024 - Nov 2024• Provided fundraising assessment and built annual fundraising plans for clients• Assisted nonprofit leadership teams with fundraising coaching in major gift solicitation• Supported knowledge development for client-facing work -
Executive DirectorRise Richmond May 2019 - Feb 2024Richmond, Virginia, UsI led transformational growth and change, including:• We raised over $18 million in 7 years, increasing annual operating revenue by over 70%. I stewarded our top 50 givers, winning over 35 6-figure gifts and 120 5-figure gifts.• I led our team to expand the breadth and depth of programs dramatically. Rise Academy, our full scholarship faith-based high school, increased enrollment by 50%, earned accreditation, and helped 60 graduates win over $5 million in scholarships/grants for post-secondary education. Rise After School expanded weekly operating hours by 200% and was credentialed by the VDOE. Our workforce development arm reopened and expanded our Cafe in 2021, doubling our capacity to train and launch youth into careers. • I pulled the organization out of a financial crisis and into sustained growth. We expanded our operating budget by 75% to over $3.3 million, increased FYE cash-on-hand by 350%, and established a $1.25 million reserve fund invested in a short-term treasuries ladder to provide stability and hedge against inflation. • I led our strategic consolidation, shuttering two programs that weren't achieving the intended impact, allowing us to invest more in our higher-impact programs. • I led the rebrand and renaming of the organization, casting a vision for bold change while also listening deeply through a community engagement process that solicited input from over 500 stakeholders. We left behind a dated, amateurish brand and embraced a new identity aligned with our present and future.• I improved the expertise, diversity, and representation of the Rise leadership team and board. When I joined Rise (then CHAT), there were no other people of color in senior leadership. Today, over half our senior leaders & board are people of color who shared lived experiences with our students & families. • I led through COVID-19, unifying a diverse community to prioritize in-person learning while maximizing evidence-based protection for vulnerable people. -
Chief Development OfficerRise Richmond Mar 2017 - May 2019Richmond, Virginia, UsAs Chief Development Officer, I led our transition from a failing missionary support model to a best-practice fundraising model focused on major gifts, recurring givers, foundation grants, and events. • I led the creation and execution our overall fundraising strategy, leading our team in building the systems & structures that ensure good stewardship, great donor experiences, and a staff culture of inspiration & gratitude for every single partner. We transitioned from the legacy Raiser's Edge CRM to SalesForce, implemented a robust moves management system, and overhauled our marketing strategy• I served as a major gift officer to steward and advance a major donor caseload with 100 key partners that generated over 40% of our annual revenue. I ensured that these partners were connected with the work, inspired by our students, invited to invest increasing amounts, and thanked for their partnership. • I worked hand-in-glove with our Executive Director to steward our 25 principal donors, joining him in most donor meetings, serving as a secondary point of contact, and managing his moves.• I served on the senior leadership team, providing critical input into major organizational decisions and strategic planning. Over time, I emerged as a "first-among-equals", convening the group in the ED's absence, and becoming a trusted advisor on critical issues. • I co-chaired the organization's DEI committee, surfacing key issues to the Executive Director and board, leading staff-wide trainings, and facilitating critical conversations within the organization. -
Interim Director Of OperationsArrabon Sep 2016 - Apr 2017• Led overall planning, organizing, and marketing for the 1st Arrabon Conference, a multi-day gathering of nearly 400 pastors, leaders, and laypeople from 20 churches across the Richmond area. The event featured nearly a dozen national speakers on race, culture, and Christian reconciliation and justice, several of whom helped organize counter-protests against the Unite the Right rally in Charlottesville later that year. • Led end-of-year fundraising campaign, and created a long-term fundraising & communications blueprint.• Onboarded, trained, and managed our Communications & Development Specialist. -
Program CoordinatorHaiti Partners Nov 2010 - Apr 2017Delray Beach, Fl - Florida, UsMy role was split between program management in Haiti and operations management in the US. In Haiti, I co-managed the Holistic Churches program alongside the Haitian country director, and also supported our Quality Schools Program.• I was the sole project manager & grant writer for 17 foundation grants totaling $952,000, and co-writer/manager for 6 foundation grants totaling $1,765,000.• We mobilized and trained over 300 churches & 3,000 leaders to end child trafficking, support women’s rights, and start microfinance savings groups. • We launched an innovative leadership development program in partnership with Haitian seminaries, providing full undergraduate scholarships for 43 emerging leaders while apprenticing in our broader work. • Alongside Haitian colleagues, I hosted over 150 short-term visitors, volunteers, and donors in Haiti. • I oversaw Monitoring & Evaluation, which included coordinating data collection & analysis as well as creating M&E instruments (household surveys, pre/post attitudinal surveys) administered on mobile devices. • In 2017, I helped transfer the program to Development Associates International, a global network that could offer additional resources to our Haitian colleagues.I played a critical role in the US-based operations, becoming the de facto chief of staff to the US-based co-director:• I led the creation of our fundraising and communications department, overseeing the hiring of our development coordinator and communications coordinator. I played a key role in our communications, managing social media, copywriting, e-mail campaigns, and video production at various points. • I led the organization's digital transformation, leading the adoption of Asana, Slack, Google Workspace, QuickBooks Online, and Salesforce for Nonprofits.• I supervised our finance manager and managed the overhaul of financial systems in the US and Haiti, including budgeting, financial reporting, audit preparation, and monthly reconciliation. -
Project Manager For Emerging DonorsAiddata Aug 2009 - Oct 2010Williamsburg, Va, UsAidData is the world's largest data portal for information on international development finance. I worked to establish partnerships and information sharing agreements with over 30 non-traditional and emerging donors of official development finance. Held in-country meetings with officials of Israel, Egypt, Russia, Monaco, Liechtenstein, Argentina, Uruguay, and the Czech Republic.Wrote regular quantitative analysis articles for the AidData blog. Participated in several academic research groups on issues in aid allocation and effectiveness.
Jonathan Chan Skills
Jonathan Chan Education Details
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William & MaryEconomics
Frequently Asked Questions about Jonathan Chan
What company does Jonathan Chan work for?
Jonathan Chan works for Trustward
What is Jonathan Chan's role at the current company?
Jonathan Chan's current role is Fractional CFO | Director of Business Development.
What is Jonathan Chan's email address?
Jonathan Chan's email address is jschan@wm.edu
What is Jonathan Chan's direct phone number?
Jonathan Chan's direct phone number is +177253*****
What schools did Jonathan Chan attend?
Jonathan Chan attended William & Mary.
What skills is Jonathan Chan known for?
Jonathan Chan has skills like Nonprofits, Fundraising, Program Management, Research, International Development, Leadership, Public Speaking, Sustainability, Strategic Planning, Community Outreach, International Relations, Capacity Building.
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