Experience

Oakwood School (Morgan Hill, CA)

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Director Of Development and Alumni Relations

  • Jan 2018 - Present

  •Clearly articulates and promotes a strong case of need for philanthropy and buildsopportunities to create and sustain a culture that understands the relationship betweenphilanthropy and an Oakwood education.•Develops strategies for existing donors to effectively move them through a meaningfulcycle of giving.• Oversees management of gift processing and donor acknowledgement, the donor database,and financial reporting. Manages accompanying information systems.• Works collaboratively with the Communications Director to appropriately positiondevelopment opportunities and integrate messages in publications, reports, and collateralmaterials for cultivating and stewarding donors.• Works collaboratively with the Community Development Director to look foropportunities to connect with families and how they best connect with the school.• Organizes and attends Oakwood events and activities that foster school spirit andexcitement for fundraising efforts.



Woodside Priory School

• United States
• Education Administration Programs
• 1 - 100 Employee

• Associate Director, Annual Giving

  • Apr 2017 - Jan 2018

  The Associate Director of Development is appointed by the Head of School and is responsible to the Director of Development. The Associate Director of Development – Annual Giving provides strategic direction and management of all aspects of annual giving for Priory.Duties of the Associate Director of Development:1. Reflect the mission of Woodside Priory School in every aspect of the Development program.2. Supervise the Development Associate in conjunction with Director of Development.3. In collaboration with the Director of Development, the Associate Director of Development creates a strategic initiative and develops a plan for all annual giving.4. Implement comprehensive annual giving program including: appeals, stewardship, print and electronic collateral, volunteer management and event production. 5. Build and nurture relationships with current and prospective donors of the school.6. Work in conjunction with the Director of Development to execute a coordinated plan to successfully launch and manage Founders Club 7. Enhance faculty staff partnership with development efforts8. Monitor Annual Fund results and provide ongoing analysis and evaluation 8. Enhance programs and projects to maintain/sustain culture of philanthropy in partnering with Director of Development 10. Organize and manage quarterly Board of Trustee Development Committee. 11. Assist the Director of Development with any other duties.12. Other duties as assigned by the Head of School.



Presentation Center

• Non-profit Organization Management
• 1 - 100 Employee

• Manager of Advancement

  • Apr 2015 - Mar 2017

  •Understands, supports, and promotes the mission of Presentation Center through the channels of Sales, Marketing and Development. •Provides strategic direction for Fundraising efforts, works with the Executive Director to implement strategies, helps provide Center “branding” via marketing collateral and communications. •Identifies potential guests and develops contact and communication strategies to bring their business to the Center.•Work with Executive Director in developing, coordinating and evaluating fundraising programs and strategies.•Duties could include: organizing all fundraising events, including solicitation of gifts and sponsorships; mailed appeals•Design and administer cultivation, and solicitation program for major gifts, specific campaigns and guest alumni donors.•Work with Executive Director to develop and maintain relationships with key current and potential donors.•Work with Executive Director on an Internet marketing and social media strategy that supports the development of prospects for the Center. •Identify potential prospects for Presentation Center’s offerings. e.g non-profit organizations, spiritual groups, businesses, environmental groups, educational institutions, past guests, health and caring professions, ethnic groups, government agencies, etc.•Develop sales strategies to promote the Center among targeted markets; Drive and optimize opportunities to create guest booking.•Provide input in design of marketing collateral, and work with Executive Director on website content updates.•Manage all social media sites: Facebook, Instagram, Linked In, Twitter•Understand and leverage environmental mission and our environmental efforts with respect to marketing the Center.•Undertake other duties and special projects related to the Center’s overall image, mission, and vision as directed by the Executive Director.•Assist Executive Director in budgeting for fundraising and marketing goals.



Sacred Heart Schools

• Associate Director of Institutional Advancement - Annual Fund Manager

  • Mar 2014 - Apr 2015

  Annual Fund Campaign:• Plan, direct and implement a strategic, multi-faceted Annual Fund program with targeted approaches to parents (new, current and past), faculty and staff, alumni, and grandparents• Increased annual fund by 21% above goal, 12% above previous fiscal year• Recruit and train Annual Fund parent volunteers• Enthusiastically and humbly support parent volunteers throughout the Annual Fund campaign• Plan and manage effective Annual Fund events• Help build and maintain a comprehensive stewardship plan for all donors and volunteers• Design and create Annual Fund collateral used by advancement staff and volunteers• Draft annual appeal letter for each constituency and work with advancement team to ensure effective distribution• Prepare Annual Fund campaign reports for the advancement team, Board of Trustees and Board Committees• Oversee the yearly Annual Report• Thoughtfully and strategically analyze data and review with Director of Advancement• Collaborate with advancement team on creative and thoughtful department-wide stewardship plans• Assist with the creation and editing of advancement materials, including publications, reports and status updates• Serve as primary liaison to business office for gift reconciliation• Oversee and manage archives• Oversee and manage summer student intern.• Serve as primary liaison to Parent Associations• Leverage Director of Advancement and Director of Schools for meetings, calls, letters, etc. and provide preparatory materials such as bios, history, and other research• Collaborate on strategic initiatives including cultivation and stewardship of individual prospects• Communicate with key administrators and volunteers regarding implementation of specific strategies• Identify opportunities to engage with prospects (i.e. National Merit Scholar and athletic team achievements)



Stanford University

• United States
• Higher Education
• 700 & Above Employee

• Assistant Director of Annual Giving, Medical Center Development

  • May 2011 - Mar 2014

  • Relationship Management: Manage relationships with donors and prospects for three annual funds – Hospital Partners, Cancer Discovery Fund, and the Med Fund. Solicit gifts from prospects via in-person meetings, phone, email, and direct mail program. Collaborate with Major Gift Officers on target asks and gift opportunities for joint prospects. Managed 35th reunion campaign with committee and class participants, where I introduced the VPTS system to alums with outstanding results. Work closely with MCD/OOD Major Gifts, Planned Giving, SUMCAA (Alumni Affairs), and Communications and Stewardship on gift strategy, implementation, and branding.• Project Management: Manage planning of direct appeal strategy for three annual funds that includes quarterly mailings and emails for each fund; stewardship reports and projects; as well as a student phone program, medical student thank-a-thon for $1k+ donors, anniversary renewal mailings, and monthly mailings to past patients. Streamlined process for solicitation strategy in FY12 after merge of OHD and OMD. Review all direct mail data for accuracy for each fund before mailings. Train admin and student worker on MCD projects and procedures.• Event Planning: Help coordinate invite list with Events team for bi-annual Partners in Medicine event for donors to the annual funds, as well as Leadership Annual Giving thank you receptions before events for loyal donors. Attend fundraising events to meet donors and prospects. • Technical: Extensive ad-hoc report building in PostGrads. Write copy for SmartMails for all funds, as well as solicitation letters to all prospects for Med Fund, Hospital Partners, and Cancer Discovery Fund. Complex Excel spreadsheet & database maintenance.

• Development Coordinator, Class Giving - The Stanford Fund

  • Jul 2007 - May 2011

  The Stanford FundRelationship Management: Managed daily activities of three to four fundraisers for 5th, 15th, 35th, & 50th reunion classes. Attended and assisted with on-campus donor meetings as appropriate.Communications: Managed fundraising assignments by frequent follow-up with volunteers. Point-person for 36-member participation committee. Reviewed all outgoing communications for accuracy.Event Planning: Planned and managed all logistics for pre-reunion events for all classes in the Bay Area and across country; as well as London. Set strategy for and supervised all aspects of multi-class golf tournament with invite list of over 15,000 alumni. Technical: Complex spreadsheet & database maintenance. Extensive report building in PostGrads. Wrote SmartMail communications several times per month. Maintained online honor roll, Volunteer Prospect Tracking System.



Sport Court of Northern California

• Office Manager

  • May 2006 - Jul 2007

  (Sport Court is a builder of athletic modular surfaces)Relationship Management: First point of contact for all incoming communications, including serving as sales staff for walk-in customers. Personal assistant to company president and family as requested.Marketing: Assisted Operations Manager in marketing, including website design and maintenance, flyer production and development of sales guide.Technical: Maintained customer database & call records, tracking four sales representatives and approximately $100-$200K in monthly sales. Managed warehouse and office inventory of $500K. Managed billing for customers and company totaling approximately $100K monthly.



St. Mary's College of California

• Assistant to Public/Parent Relations Department

  • Oct 2002 - Apr 2003

  Communications: Managed outgoing communications including annual fund solicitations. Maintained office gift & communications database. Answered and routed calls from parents. Relationship Management: Recruited 10-15 classmates to work on projects for office. Communications: Managed outgoing communications including annual fund solicitations. Maintained office gift & communications database. Answered and routed calls from parents. Relationship Management: Recruited 10-15 classmates to work on projects for office.



State Farm

• United States
• Insurance
• 700 & Above Employee

• Agent Administrative Assistant

  • Aug 1999 - Aug 2001