Experience

CAMH Foundation
• Canada
• Fundraising
• 1 - 100 Employee
• Senior Manager, Legacy Philanthropy

  • Jan 2021 - Present


Plan International Canada

• Canada
• Fundraising
• 200 - 300 Employee

• Manager, Planned Giving

  • Jan 2019 - Dec 2020

  Manages a portfolio of planned giving donors and prospects making current and future gifts through a variety of solicitation methods Executes on-going planned giving marketing campaigns and manage vendors Creates and executes annual stewardship plan for donors and prospects Develops and implements strategies to engage planned giving prospects. Proactively integrates planned giving into other fundraising streams Manages a portfolio of planned giving donors and prospects making current and future gifts through a variety of solicitation methods Executes on-going planned giving marketing campaigns and manage vendors Creates and executes annual stewardship plan for donors and prospects Develops and implements strategies to engage planned giving prospects. Proactively integrates planned giving into other fundraising streams



Relay Education

• Canada
• Renewables & Environment
• 1 - 100 Employee

• Development Officer

  • Jan 2018 - Dec 2018

  Develop and execute strategic fundraising plans for the charity to build donor pipeline Build and foster charity’s partnerships with corporate donors and sponsors, major donors, individual donors, foundations and government Develop and launch Relay Education’s first major gift program Develop communications strategy and materials alongside communications lead to effectively communicate with donors, including reporting, stewardship pieces and digital marketing related to development Lead the identification and acquisition of existing and new revenue from corporate partners and foundations Oversee data management, including maintaining and updating policies/procedures Partner with Program Managers to write grant applications and donation requests for new and existing programming Establish and maintain a wide network of external relationship with stakeholders including donors, sponsors, community liaisons, energy industry representatives, volunteers, media and education officials Show less



WWF-Canada

• Canada
• Non-profit Organizations
• 100 - 200 Employee

• Associate Specialist, Donor Engagement

  • Oct 2017 - Jan 2018

  Support the development and implement a mid-level donor strategy by managing a portfolio of $1K+ donors through the mid-level program and Friends of Initiatives.Execute touch points through donor centred correspondence and stewardship with a goal of raising engagement and giving levels.Manage and coordinate National senior volunteers program "Friends of WWF" and ensure senior volunteers are provided with tools to optimize their success in fundraising and engagement.Plan and execute "Friends of" events and other programming related to the success of program. Show less

• Legacy Giving Coordinator

  • Oct 2015 - Nov 2017

  Jointly manage the Legacy Giving program and actively play a role in developing strategies and building targets to meet donor/prospect and revenue numbers. Optimized existing Legacy Giving program and helped to grow the legacy donors and prospect filesManage estate administration; point person for all correspondence with lawyers, executors and other third parties, timely coordination of estate funds between various departments.Actively support and develop annual fundraising plans and budgets; complete all financial reporting on a monthly basis for Legacy Giving programLaunched and managed a successful online survey program, and developed response strategies to cultivate and steward donors.Manage all existing Legacy donor, prospect and suspect files in donor database; efficient database management.Execute a range of third-party events to cultivate and steward donors; point of contact for legacy donors and vendors Show less

• Donor Relations & Services Coordinator

  • Feb 2015 - Sep 2015

  A support role in the identification, cultivation, solicitation, retention, upgrading and stewardship of donors.Perform various on-going tasks to deepen supporter engagement through strategic gift administration & internal standards of best practice of its donor.Strengthen the accuracy and reliability of the data available for development and stewardship activities across the organizationProvide ongoing support in maximizing revenue and growing donor relationships through recurring donor retention efforts, precise gift coding, and data reconciliation efforts. Help to nurture relationships with our in-house volunteers and helping implement their day-to-day action plans. Show less

• Donor Relations & Services Administrator

  • Jul 2011 - Feb 2015

  Update and maintain prospect and donor profiles on WWF-Canada’s donor database using Raiser’s Edge.Process donations for specified programs and appeals in compliance with CRA guidelines.Invoice processing, tracking and recording departmental expenses against budget.Refund donations using IATS processing services and PayPal, adjustment of gifts and timely generation of reports for refunds, NSFs and charge-backs.Donor retention strategies: Monthly administrative processes, reporting and communication.Responsible for processing In Memoriam and In Honour donations and timely production of Tribute cards.Volunteer coordination and training as required.CN Tower fundraising duties using the Artez system.Event coordination and experience including Staff Lead at Panda Ball Gala & Team Captain at Annual CN Tower Climb. Show less

• Donor Relations & Services Assistant

  • Aug 2010 - Jun 2011