Director of Annual Giving

• Apr 2023 - Present

- Plans, develops, and implements the strategic plan of action for the Annual Fund program including personal solicitations, direct mail, email and social media strategies - Uses development database and report writing software to manage and leverage data to provides ongoing analyses of all aspects of the Annual Fund program and maximize outcomes - Reports on Annual Fund progress to both internal and external constituents - Manages all acknowledgment and recognition of all annual fund gifts, including the Annual Report - Promotes community awareness of, and support for, the annual fund program - Leads planning and orchestration of annual Day of Giving. - Oversees milestone reunion fundraising and volunteer efforts Show less

Associate Director, Business Solutions Analyst

• Dec 2019 - Apr 2023

Lead project-based teams in the design of new fundraising processes, systems, and tools, from requirements gathering to implementation and training, for all aspects of the enterprise - Contributed to strategic planning for the fundraising information systems landscape - Developed insights, analyses, and recommendations for departmental leadership, as needed - Managed onboarding and orientation to reporting infrastructure for all incoming staff (averaging 1 staff member per week since January 2022) - Served as local product manager for local database and reporting systems - Documented business policies and processes; maintained such documentation; investigated compliance issues; and enforced compliance, when necessary - Defined, implemented, and enforced adherence to University standards - Managed and/or evaluated externally contracted services/consultants - Served as general subject-matter expert in HBS ER business subjects, systems, and processes- Show less

Business Process Analyst for Development Data Strategy (formerly Business Intelligence Manager)

• Oct 2016 - Dec 2019

Responsible for all aspects of data integrity, reporting, and analysis to support operations and strategic planning; design business solutions to improve Development and Alumni Relations team effectiveness and efficiency - Redesigned DevAR prospect management system for major and leadership gifts, in partnership with the Associate Director for Campaign Strategy - Furnish senior leadership team with ad hoc analyses and recommendations to improve all aspects of development and alumni affairs work for GSD DevAR - Engineer business processes and develop tools in QlikView to meet evolving business needs - Train staff on new or improved business processes and tools, as necessary - Represent the GSD as a client to Central Administration Business Intelligence teams as GSD Local Product Manager - Coordinate data management functions office-wide for consistent and complete data capture - Ensure compliance with University policies and best practices Show less

Group Leader, University Development Office

• 2015 - Oct 2016

Primary liaison between HR and support staff, including training of all new UDO support staff- Partnered with Human Resources to resolve scheduling, coverage, and performance issues- Created on-boarding schedules; prepared orientations, training, and other introductory materials; and led routine transition meetings - Served as ongoing resource for new and existing support staff- Coordinated and led monthly UDO Support Staff meetings- Conducted interviews for UDO support roles- Hired, recruited and managed student workers Show less

Planned Giving Assistant, University Development Office

• Jun 2014 - Oct 2016

Supported two senior fundraisers and departmental goals while managing 5 regional events annually.- Assisted senior fundraisers with all aspects of prospecting, solicitation, and stewardship- Managed and traveled for a portfolio of five annual, regional gift club events of 75-225 guests- Began the ongoing PGO collaboration with local Harvard Clubs and the HAA- Coordinated all event communications between colleagues, hosts and speakers- Compiled and analyzed development data across multiple platforms to produce ad hoc analyses on questions of strategic interest to colleagues and senior leadership university-wide- Performed all aspects of data integrity and reporting for planned giving Show less

Writer & Speaker

• Mar 2016 - Mar 2016

(Article) "Getting From Here to There: A Practical Guide to Managing Data Analytics Projects," APRA Magazine, August 2020: 1,400 word framework of best practices for project management of large-scale development data analytics initiatives for university advancement shops. (https://connections.aprahome.org/blog/getting-from-here-to-there-a-practical-guide-to-managing-data-analytics-projects) (Presentation) "Getting From Here to There: Implementing a Data-Driven Development Strategy at the Harvard GSD," CASE DRIVE 2020, May 2020: Case study on the Harvard Graduate School of Design focused on best practices for project management of large-scale development data analytics initiatives for university advancement shops. (Presentation) "Ethics in Planned Giving: A Practical Approach to Professional Dilemmas," PGGNE March 2016 Meeting Session: Ethical challenges in and strategies for planned giving. Show less

Public Affairs Associate

• May 2013 - Aug 2013

Worked directly with President and other staff on grant-making and public affairs initiatives (paid student internship in summer of 2012; regular temporary staff in summer of 2013) - Redesigned a $1.2 million Community Grants program to facilitate the disbursement of funds from ~150 field-of-interest funds with improved intentionality - Designed and implemented “Miami Leaders,” a program providing executive educational opportunities to nonprofit leaders, and led the application review process - Organized events, including a 2013 launch party with media and 400+ attendees - Researched and drafted bylaw revisions establishing new Governance and Audit Committees Show less

Strategic Planning & Policy Specialist

• Aug 2012 - May 2013

Membership Coordinator, CMICA/USA

• Aug 2007 - May 2011

Managed all aspects of recording, dues and relationships for a ~400 member professional association (Worked 20hrs/week concurrently with the academic years and summers) - Made successful gift solicitations and wrote fundraising materials of all kinds - Standardized and branded solicitations, gift substantiations, and other communications - Managed logistics for annual speaker presentations with audiences of 50-300 guests - Implemented improved database and accounting systems, enabling increased fundraising - Instituted online dues payments and donations Show less