Case Studies

Trinity Woods

I launched and successfully completed two capital campaigns while at OMM (one to build a new healthcare center and another to build a new Alzheimer’s unit. The two campaigns collectively raised more than $8MM. While the health center campaign exceeded its goal by more than $400k. While at OMM I also implemented a supplemental aid giving program that donors could contribute to while helping residents that outlived their financial resources.

TWO CAPITAL CAMPAIGNS RAISED: $8MM+

Child Advocacy Network

Formerly Child Abuse Network

I served in a two person development office responsible for all annual fundraising for the organization. Onc key success while at CAN was leveraging my relationships and experience to bring in a new annual gift of $200,000. This one gift made up more than 20% of the overall annual budget.

ACQUIRED NEW, ANNUAL DONOR RESULTING IN 20% OF ANNUAL BUDGET

TTCU Cares Foundation

Created the TTCU Cares Foundation from its inception. Developed organizational development, board structure, grant guidelines and applications and operating manuals. One of the programs I am most proud of developing is their Classroom Hero Grant Program. A program that grants funds to local educators suffering from severe financial hardship. A group of donors to the program serve as committee members to grant the funds. I also developed the board structure by utilizing best practices and implementing policies and procedures.

DEVELOPED FOUNDATION FROM INCEPTION

Tulsa Regional Chamber

I successfully led two capital campaigns and oversaw the revenue department where my team increased new membership revenue by more than $260k. The two capital campaigns included a one-year, Tulsa’s Future-Road to Recovery Campaign, and a five-year, Tulsa Regional Tourism-Momentum Campaign.

TWO CAPITAL CAMPAIGNS RAISED MORE THAN $11MM FOR TULSA

Tulsa Community Foundation

Worked closely with both donors and community nonprofits. As a program officer, I assisted donors set up charitable giving solutions through donor advised funds, donor designated funds, and other charitable giving vehicles. In addition I also managed the Planned Giving Partnership Program (now the Legacy Partnership) which serves area nonprofits by encouraging building of endowments through planned giving.

MANAGED PLANNED GIVING PARTNERSHIP PROGRAM: SERVED NEARLY 60 AREA NONPROFIT AGENCIES

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“Imagine one-of-a-kind services critical for the care of vulnerable children without a significant, dependable, annual revenue stream. Steffanie Bonner’s development expertise and acumen set the course to stabilize this condition by securing a new, recurrent funding source that exceeded $200,000 a year and reengaging lapsed donors who subsequently increased their giving while she led a successful board capital campaign. Her soft and technical skills have repeatedly positioned similar organizations for meaningful, long-term success. Without a doubt, she moves organizations forward.”

Janice Edmiston

Former Colleague at Child Abuse Network with over 35 years of nonprofit work experience

"Steffanie is a delight to work with. She is knowledgeable about the requirements for non-profit organizations and very responsive to her clients. Her ability to synthesize complex concepts into an easy-to-understand format is noteworthy."

Katherine G. Coyle

Partner I Conner Winters

I would definitely trust Steffanie Bonner as a consultant. She has such amazing talent and experience to share.

Katie Sawicki

Director of Development and Operations at Signature Symphony

Steffanie has a wealth of knowledge and experience. Anyone working with her will benefit greatly!

Julie Ryker

Development Specialist I The Salvation Army

Steffanie facilitated a half-day board retreat for our organization, and her guidance was exactly what we needed. As a smaller nonprofit in the process of rebuilding our board, we were looking for clarity, alignment, and renewed energy. Steffanie created a welcoming space, brought everyone into the conversation, and ensured each board member felt engaged and empowered. Her ability to draw out meaningful dialogue and help our board understand how to best support the organization has already made a positive impact. We are incredibly grateful for her expertise and highly recommend her to any organization seeking stronger board cohesion and direction.

Margaret Wish

Fostering Connections

Steffanie Bonner’s support and guidance was essential as I worked through the development of our credit union’s foundation. We were navigating major
structural decisions-especially around whether to establish ourselves as a private foundation or a public charity, and whether the foundation could help support future credit union membership growth.
I wholeheartedly recommend Steffanie to any credit union working to establish or strengthen its foundation. Her knowledge is outstanding-but it’s her steady presence, her ability to anticipate what you need, and her genuine care for her clients that truly set her apart.

Sarah V. Hall

Director, Foundation | WeStreet Credit Union

Steffanie came into the credit union foundation space with a solid background in nonprofit and foundation leadership. Over time, she thoughtfully applied that experience within the credit union environment, taking the initiative to understand regulatory expectations, operational boundaries, and the strategic role a foundation can play in extending a credit union’s mission and community impact. Steffanie is steady, collaborative, and deeply mission-driven. She creates an environment where leaders feel supported and aligned, balancing strategic vision with disciplined execution.
I recommend Steffanie without hesitation to any credit union seeking to establish or strengthen a foundation. She brings nonprofit depth, well-developed credit union expertise, professionalism, and integrity to every engagement.

Michelle Minton

VP of Internal Audit | TTCU Federal Credit Union

Steffanie Bonner, CFRE was involved in building the credit union’s foundation from the ground up including governance, compliance, strategy, and donor engagement.
She has a clear understanding of how a credit union foundation can extend the credit union’s mission and impact while improving the credit union’s brand.

Stephanie Jones

Chief Strategy Officer (Retired)/ TTCU Federal Credit Union

Steffanie partnered with the Tulsa Air and Space Museum (TASM) during our Ascending Together expansion initiative, a major gift campaign centered on the construction of a new aircraft ramp and hangar. From the onset, Steffanie brought a depth and breadth of experience that proved invaluable. She quickly understood both the scope of the project and the culture of our organization. As a strategic thinker, she helped us refine our case for support and articulate a compelling, mission-driven message that resonated with donors and the broader Tulsa community.

Beyond her professional expertise, Steffanie is a collaborative and thoughtful partner. It was truly a pleasure to work alongside her as we advanced our fundraising goals. Her insight, professionalism, and dedication significantly strengthened our campaign efforts.

Tonya Blansett

Executive Director | Tulsa Air and Space Museum

When nonprofit board members step away from their careers and families to participate in the important work of strategic planning, it is essential that their time is invested wisely and leads to meaningful results. In my 20 years of bringing nonprofit boards together for strategic planning retreats, Steffanie Bonner stands out as one of the best facilitators I have worked with. She has a remarkable ability to guide a board through defining its goals while skillfully facilitating a thoughtful and productive strategic planning process. Her experience, tools, and facilitation style brought clarity and focus to our retreat, enabling our board and staff to identify key priorities, clarify objectives, and establish a clear path forward. We left the retreat with actionable next steps, achievable timelines, and a board that felt confident and energized to move the plan into action.

Toni Moore

President & CEO of Philos Hospitality, Inc. / Hospitality House of Tulsa

Steffanie Bonner provided consulting services to us for several months while we were short staffed in fund development. She stepped right in and hit the ground running with a handful of key deliverables, all of which were executed with high quality, service and professionalism. Her expertise in the area of fund development was instrumental to our success during this time.

Nancy Austin

Board Chair / Girl Scouts of Eastern Oklahoma

“The best way to find yourself is to lose yourself in the service of others.”

CASE STUDIES