ABOUT JDLA

We help you build strong relationships based on shared values

True Philanthropy is the cornerstone of society

JDLevy & Associates is a consulting firm that believes true philanthropy – love of humankind-  is a societal cornerstone.  We specialize in helping our nonprofit clients discover their true potential by focusing on long-term sustainability and impact.

Philanthropy can’t happen without relationships. We believe successful relationships are essential to an organization's potential. Our passion is building relationships, plans, and systems for sustainability and impact. We empower our clients to discover their greatest places of impact through organizational development and strategic philanthropic consulting services.

As an internationally recognized, principle-centered consulting and training firm, we provide a larger firm's high-quality service and expertise while ensuring the personal relationships and focused solutions of a smaller firm.  Our projects take the form of initiatives such as board and organizational development, comprehensive fundraising planning, and mergers and capital campaigns, to development of social impact with philanthropists and foundations.  Our clients range from small inner-city organizations in the United States to large international ministries.  We have trained over 50,000 professionals and/or organizations from more than 30 countries. 

Our Philosophy

Philanthropy can’t happen without relationships. That is why we believe successful relationships are essential to your potential as an organization. Our passion is building relationships, plans, and systems for sustainability. Our strategy and expertise will bring cohesiveness to your organization so you can confidently enter into relationships with those who share a passion for your cause.

We empower you to discover your true potential through organizational development and strategic philanthropic consulting services. From developing a fundraising strategy – to strategic planning – to training your board and leadership team – to building lasting and personal relationships with your donors, we are here to help.

Our Mission & Vision

Our Mission: Through authentic relationships, we synergize people to realize their God-given potential to transform the world.

Our Vision: People are unleashing God’s love to transform the world.

Our Core Values

We are all stewards of God’s resources, talents and gifts. We diligently focus on seven core values that reflect our culture and our relationships.

Meet the Team

  • Jamie Levy, MPA, MA, CFRM

    PRESIDENT & CHIEF VISION OFFICER

    Jamie D. Levy is the President and Chief Vision Officer of JDLevy & Associates and founding partner of FiscAlign accounting and financial services and Discover Philanthropy. Jamie is also… (see more)

  • Sarah Downing, MPA, MA, CDFR

    DIRECTOR of PHILANTHROPIC SUSTAINABILITY

    Sarah has been a part of the JDLA family for 10 years. As a coach and consultant, Sarah guides clients on the implementation and execution of annual fundraising plans and short-term campaigns… (see more)

  • Jami Coffman, MA, CBC

    DIRECTOR of EXECUTIVE & LEADERSHIP DEVELOPMENT

    Jami Coffman is an Executive and Leadership Development Coach who works with leaders and their management teams who continually strive to be cutting edge. She assists them with creating healthy leadership cultures … (see more)

  • Helen Tygret, MPA

    DIRECTOR of PHILANTHROPIC IMPACT

    Helen’s primary focus is helping clients define what they do best, plan effective programs, measure progress, and communicate impact. Helen joined JDLA in 2008. Since 2000, she has… (see more)

  • Sheryl Peter

    JDLA OPERATIONS ASSOCIATE

    Sheryl provides administrative and operational support for all areas of JDLevy & Associates, including client proposals and intakes, handbook orders, and client progress reports… (see more)

  • Kim Jackson

    PHILANTHROPIC CULTURE ASSOCIATE

    Kim joined JDLA in 2019 with a passion to pray with and intercede for JDLA team and clients. Kim’s focus is to inspire and motivate others to become the expression of God‘s heart. She creates a weekly prayer focus… (see more)

  • Bobbi Barber

    PHILANTHROPIC CULTURE ASSOCIATE

    Bobbi Barber is a cultural associate for JDLevy and Associates. Bobbi's primary focus is to connect with clients and associates through creative personal written expression. These prayerful outreach cards are… (see more)

  • Deirdre Noor, MPA, TICC

    PHILANTHROPIC IMPACT & SUSTAINABILITY ASSOCIATE

    Deirdre Kelley Noor works in philanthropic impact and sustainability with JDLevy & Associates. She loves the challenges of telling a vibrant, personal story from data, turning information into… (see more)

  • Wes Terry, MBA, CPA

    CHIEF FINANCIAL OFFICER

    Wes Terry is JDLA’s Business and Operations Manager. Wes provides financial and operational support for all areas of JDLevy & Associates. Wes began his career in the audit realm of public accounting… (see more)

  • Mark Weaver, CFP

    SENIOR PLANNED GIVING ASSOCIATE

    Mark Weaver works with JDLevy & Associates as a Senior Planned Giving Associate. Mark was born in Henderson, Kentucky. He and his wife Cindy have two sons, one daughter-in-law, and two granddaughters. Mark founded… (see more)

  • Lindsey Butts

    JDLA OPERATIONS ASSOCIATE

    Lindsey Butts and her husband Andrew married in 2012 and were both raised in the town where they live still: Kokomo, Indiana. They have full hands and hearts… (see more)

  • Anna Botkin

    MARKETING & COMMUNICATIONS ASSOCIATE

    Anna is a graphic designer and artist with a passion for helping individuals and organizations express their core values and identity visually. She has worked with many ministries and organizations to develop their brand identity with logos… (see more)

  • Tanner Egbert, MPA

    PHILANTHROPIC IMPACT & SUSTAINABILITY ASSOCIATE

    Prior to joining JDLA, Tanner’s background consists of several years of experience in financial management and fund accounting in the community foundation sector… (see more)

  • Chelsea Roller

    PHILANTHROPIC IMPACT ASSOCIATE

    Chelsea joined JDLA in 2023. Chelsea’s background consists of several years of experience in grants through Indiana University… (see more)

  • Jason Emmerson, Mdiv, MPPA, CFRE

    PHILANTHROPIC IMPACT & SUSTAINABILITY ASSOCIA

    Jason is a dedicated and passionate professional with twenty years of nonprofit leadership and philanthropic expertise supporting clients and colleagues… (see more)

  • Ashley Lambert

    MARKETING & COMMUNICATIONS ASSOCIATE

    Before joining JDLA, Ashley provided strategic growth and developmental coaching and digital marketing services to small business owners as an independent contractor, combining… (see more)

  • Jake Stamper

    MARKETING & COMMUNICATIONS ASSOCIATE

    Jake Stamper serves as Chief Missions Officer (CMO – or Chief Marketing Officer) to many different organizations… (see more)

  • ANNETTE TERRY

    JDLA OPERATIONS ASSOCIATE

    My husband and I live in Grandview, IN and were married in 1987. I have 2 sons and 7 grandchildren. I enjoy spoiling my grandkids and spending time with family and friends. I love being outdoors. We enjoy razor riding, gardening, playing sports, hiking and camping. I am active in my church and love to participate in Bible studies.

  • Mandy Scherer, MA

    DIRECTOR of PHILANTHROPIC SUSTAINABILITY, EMERITUS

    Mandy’s primary focus was on philanthropic sustainability projects and coaching, board development projects and coaching, organizational training, and internal associate and organizational development… (see more)

  • Jacinta Wuerth

    PHILANTHROPIC CULTURE OFFICER, EMERITUS

    Jacinta focused on ensuring that the culture, core values, and team were in complete alignment to JDLA’s fundamental purpose. Prior to joining JDLA, Jacinta owned her own bookkeeping and financial… (see more)