Platinum Consulting Team

Our platinum services team consists of professionals with deep expertise in prospect research and fundraising.

Tricia Ambler

Tricia Ambler

Senior Client Services Consultant

Tricia Ambler joined the platinum consulting team with WealthEngine in October, 2007.  Before joining WealthEngine, she spent fifteen years in fundraising positions in membership, higher education, healthcare and environmentally focused organizations.    Her previous roles include Director of Prospect Research and Tracking at Virginia Commonwealth University, as well as several development related positions at Lewis Ginter Botanical Garden in Richmond, VA and Jamestown-Yorktown Foundation, Inc.  In addition to her professional experience she has been very involved in APRA (Association of Professional Researchers for Advancement) at both the chapter and International level.  Tricia served as a member of the APRA-VA board from 2002-2008, holding the positions of President, Vice President and Program Chair.  In addition Tricia has been involved with the Mid-Atlantic Research conference (MARC), serving as Conference Chair and as Program Chair. She is a regular presenter for APRA, AFP, CASE and other various associations and conferences.

Sally Boucher

Sally Boucher

Director of Research

Sally Boucher, CFRE, is Director of Research for WealthEngine and manages the WealthEngine Institute. She is the primary author of several publications, including Best Practices for Prospect Research in Higher Education Fundraising, Growing Individual Gifts: An Analytic Approach to Data-Driven Success and Fundraising’s Social Revolution: How Social Media is Changing Nonprofit Culture and Practice and has managed the creation and publication of other WealthEngine offerings. Prior to joining WealthEngine, Sally was Director of Development for The American Shakespeare Center in Staunton, Virginia, a Planned Giving Officer and Development Officer for Sunnyside Presbyterian Retirement Communities and Director of Development for the College of Education at James Madison University, both in Harrisonburg, Virginia. She has served as president of the Shenandoah Chapter of APF and has co-chaired the Virginia Fundraising Institute. Sally has also provided fundraising and nonprofit management consulting services to non-profit organizations including disaster relief, faith-based and arts organizations. She often shares her knowledge via webinars and at various speaking engagements and conferences with AFP, CASE, APRA, and AHP.

T. Clay Buck

T. Clay Buck

Senior Client Services Consultant

Clay brings over twenty years of fundraising experience to his role at WealthEngine having worked with nonprofits in all areas of development and institutional advancement. With a primary focus on membership-based organizations, education and healthcare, Clay is well versed in all aspects of individual giving, particularly Annual Giving and Capital Campaigns. As a consultant prior to joining WealthEngine, he partnered with hundreds of nonprofits in all sectors, helping them to achieve deeper relationships with their constituents with more efficient methodologies. He has been a presenter on best practices in fundraising and has conducted training programs around the country. Clay holds a BA from the University of Georgia and Master’s of Fine Arts from Michigan State. He makes his home in Las Vegas, Nevada

Linda Garrison

Linda Garrison

Senior Client Services Consultant

Linda S. Garrison, CFRE, joined WealthEngine in 2013 with more than 20 years of nonprofit experience in management, board development, fundraising, public relations and prospect research. A seasoned nonprofit expert, Linda is especially known for her skill in major donor strategy and campaign implementation. Linda has served nonprofits in both development and public relations functions including the Colorado “I Have a Dream”© Foundation, the Metropolitan State University of Denver, the Denver Rescue Mission and the National Marrow Donor Program, among others. As Vice President of the Robert B. Sharp Company of Colorado, Linda was instrumental assisting clients with raising millions of dollars with capital and endowment campaigns. Linda is an active member of the board of directors of the Association of Fundraising Professionals (Colorado Chapter), chaired the 2012 Rocky Mountain Philanthropy Institute (RMPI) and is 2013 RMPI co-chair. A graduate of The Metropolitan State University of Denver with a bachelor’s degree in Journalism, she was accredited by the Public Relations Society of America in 1993, and received the designation of Certified Fund Raising Executive (CFRE) in 2011.

Madeleine Harwood

Madeleine Harwood

Senior Client Services Consultant

Madeleine has been working in prospect research for the past 6 years and prior to joining WealthEngine she was the Research Manager for the University of Bristol’s £100m Centenary Campaign. With a background in academic research prior to her role at WealthEngine, Madeleine brings a different perspective to the field of prospect research. She is best known in the UK Prospect Research community for building, from scratch, a system of rating a prospect’s inclination to give to an institution – a piece of work that gained her recognition both in the UK and US, and on which she has spoken at numerous conferences and seminars. Madeleine holds a BA(Hons) and a Masters from the University of Reading, UK and will shortly be receiving her MPhil from the University of Bristol, UK. She is based just outside of Bristol in the UK, in the small town of Dursley – the namesake for JK Rowling’s characters of the same name.

Meagan Morrison

Meagan Morrison

Senior Client Services Consultant

Meagan joined WealthEngine in 2012 with a background in data management and integration. Previously, she worked at both small and large non-profit organizations, including Beth Israel Deaconess Medical Center in Boston and AIDS Action Committee of Massachusetts. Meagan has extensive experience with several donor management systems – specializing in data integration and automation. At BIDMC, Meagan was instrumental in the integration and automation of data in the launch of a grateful patient program utilizing WealthEngine ratings and scores. She also has experience with database conversions. Meagan earned her BA from Emmanuel College in Boston, Massachusetts and currently resides in Austin, TX with her husband, Scott, and dog, Akai.

Eric White

Senior Client Services Consultant

Eric White joined WealthEngine in 2010 with more than 15 years experience in the nonprofit sector.  With a focus on youth development organizations, Eric began his career providing training and technical assistance for Communities in Schools, Inc., the nation’s largest drop-out prevention program.  As executive director of the Darrell Green Youth Life Foundation (DGYLF) Eric managed the entire operation including the Darrell Green Youth Life Learning Centers (DGYLLC).  While at DGYLF, Eric secured more than $5 million for national expansion of the learning centers and the development of the National Training Institute; a center designed to train other youth development leaders with attention on equipping professional athletes interested in serving youth.  Eric earned his BA from the University of Southern California and his MA from University of California – Los Angeles.