Experience

The Boston Foundation

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Senior Financial Analyst

  • Sep 2021 - Present

• Financial Analyst

  • Oct 2017 - Sep 2021

• Senior Fund Administration Coordinator

  • Nov 2016 - Oct 2017

• Development and Donor Services

  • May 2014 - Nov 2016

  • Analyzed and refined spending policy models for all endowed fund types to increase product accuracy- Calculated 8 endowed fund forecasts and formed 2 fund proposals for multi-million dollar legacy prospects• Coded, tracked, and synthesized gift data for weekly Operations reports and 7 Development Committee reports• Aggregated and presented data on 400 expectancies and provided an action plan for staff documentation efforts• Produced 50 research profiles for individual and corporate prospects to inform fundraising strategy• Created comprehensive prospect lists to coordinate staff outreach across 5 major giving initiatives• Collaborated with Communications, Fund Administration, and Conventures to track and process 200 Gala payments• Identified and proposed methods to enhance tracking and reporting mechanisms of current database system• Completed 2 grant proposals to corporate donors resulting in $100K in Centennial Gala sponsorships• Evaluated grant proposals and composed recommendation write-ups as a member of 4 internal review teams



New Sector Alliance

• Non-profit Organization Management
• 1 - 100 Employee

• Alumni Board Member

  • Sep 2014 - Aug 2015

  • Collaborated with fellow task force team members to develop internal branding campaign- Organized internal branding alumni board presentation• Chaired alumni board meeting • Collaborated with fellow task force team members to develop internal branding campaign- Organized internal branding alumni board presentation• Chaired alumni board meeting



Diabetes Charities of America–Prevention, Treatment, Research and Cure

• Director of Campaign Services

  • Dec 2013 - Feb 2014

  • Established groundbreaking federation by recruiting and uniting 33 diabetes-related charities to increase funding - Researched and identified mission-aligned nonprofits and created targeted plans for outreach- Developed relationships with key stakeholders by discussing consolidation efforts for a shared goal• Managed communications with charities by creating an innovative system to track outreach and application progress• Directed research team of 5 to analyze applicant qualifying data and facilitate development of supporting statements• Increased federation credibility and transparency by developing website content and sharing fiscal sponsorship terms



Karen Spilka for Congress

• Field Organizer

  • Aug 2013 - Oct 2013

  • Recruited and organized volunteers to assist in voter contact for the 2013 5th District U.S. House of Representatives race• Identified creative communication outlets to facilitate voter outreach using modern social mediums• Collaborated with Field Team to achieve weekly voter contact goals via canvassing, phone calls and candidate events • Recruited and organized volunteers to assist in voter contact for the 2013 5th District U.S. House of Representatives race• Identified creative communication outlets to facilitate voter outreach using modern social mediums• Collaborated with Field Team to achieve weekly voter contact goals via canvassing, phone calls and candidate events



Hopkinton Drug, Inc.

• Marketing & Communication Specialist

  • Aug 2012 - Jul 2013

  • Organized 7 free public lectures featuring medical practitioners to educate community members on health and wellness topics • Developed a marketing plan and pricing structure for topical pain medications to present to pain management centers• Lobbied 5 congressional offices for the rights of compounding pharmacies and patients receiving care • Organized 7 free public lectures featuring medical practitioners to educate community members on health and wellness topics • Developed a marketing plan and pricing structure for topical pain medications to present to pain management centers• Lobbied 5 congressional offices for the rights of compounding pharmacies and patients receiving care



New Sector Alliance

• Non-profit Organization Management
• 1 - 100 Employee

• Residency in Social Enterprise (RISE) Fellow

  • Sep 2011 - Jul 2012

  • Chosen for highly selective fellowship to engage in nonprofit capacity building initiatives at host-site organization• Completed 130 hours of New Sector’s Social Change Leadership Curriculum including topics such as nonprofit finance and resource development, organizational effectiveness, social change across sectors, and leading change• Facilitated peer learning teams to expand on training curriculum and engage in host-site trouble-shooting techniques• Collaborated with a Consultant Advisor from the Boston Consulting Group to gain feedback on major host-site projects• Delivered 3 host-site presentations on new system development, implementation, and sustainabilityHonors & Awards:• $5,550 Segal AmeriCorps Education Award | July 2012



May Institute

• United States
• Individual and Family Services
• 500 - 600 Employee

• Marketing and Development Research Analyst

  • Sep 2011 - Jul 2012

  • Developed, implemented, and presented to staff groundbreaking system to qualify and rate donor prospects, including: - An 8-tiered rating procedure to research, code, and analyze data from prospective donors - Custom-built mathematical models that predict the giving behavior of donor prospects - A segmentation method that identifies prospects with high wealth capacity and organizational affinity - Information on how to use prospect data and analysis to better target communication and outreach efforts• Drafted and produced 100 page manual for system to train staff and ensure process standardization and sustainability• Qualified and rated 2,000 constituents to establish a $500,000 capital campaign strategyLeadership:• Trained full-time intern on system to qualify and rate donor prospects and created intern work plan



Ubunye- Township Debate League (TDL)

• Debate Coach

  • Feb 2010 - May 2010

  • Completed training on World School Style (WSS) debate and prepared high school students for WSS debates• Adjudicated TDL Tournaments involving townships in the Western Cape area• Identified creative communication outlets to facilitate interactive discussions • Completed training on World School Style (WSS) debate and prepared high school students for WSS debates• Adjudicated TDL Tournaments involving townships in the Western Cape area• Identified creative communication outlets to facilitate interactive discussions



Center for Women and Enterprise (CWE)

• Intern

  • Aug 2005 - Aug 2005

  • Served as liaison between the CWE and the agency's participating businesses to verify status and contact information • Served as liaison between the CWE and the agency's participating businesses to verify status and contact information



Muriel Kramer

• Town Selectwoman Campaign Worker

  • May 2005 - May 2005

  • Interviewed candidates running for the position of town selectman and identified one to support• Worked on visibility, delivered campaign flyers, and helped organize a candidate's night • Interviewed candidates running for the position of town selectman and identified one to support• Worked on visibility, delivered campaign flyers, and helped organize a candidate's night