Stephanie Katz

Senior Development Executive, Planned Giving & Endowments at UJA-Federation of New York
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US

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Credentials

  • Major Gifts Solicitation Strategies Course Completion Certificate
    Kellogg School Center for Nonprofit Management at Northwestern University

Experience

    • United States
    • Fundraising
    • 300 - 400 Employee
    • Senior Development Executive, Planned Giving & Endowments
      • Jul 2022 - Present

    • Development Executive, Real Estate
      • Jan 2020 - Jul 2022

      -Managed a portfolio of 150+ annual donors valued at approximately $1M-Identified and cultivated prospects through strategic outreach, including in cooperation with lay leaders -Spearheaded the creation of a new division of donors by engaging prospects and current donors through creative programming-Educated donors on the work of UJA through the planning and execution of events and individualized activities-Worked collaboratively across teams throughout UJA to enhance the organization’s mission-Tracked donor information, meeting notes, and activities in fundraising management system Show less

    • United States
    • Non-profit Organizations
    • 700 & Above Employee
    • Endowment and Major Gifts Specialist
      • Mar 2018 - May 2019

      As the Endowment and Major Gifts Specialist, I managed a program of 41 executive-level global volunteers tasked with raising outright gifts and commitments to The Rotary Foundation and with training other volunteers on the Foundation and giving. As all of the volunteers I supported are donors, I was in a position of constant stewardship. I also served as a strategy partner, connecting volunteers with each other and with staff members at all seven Rotary International offices to further support the volunteers in their work. I developed, managed, and distributed resources for cultivation, solicitation, stewardship, and training and collected best practices from around the world. Show less

    • Campaigns Coordinator
      • Sep 2016 - Mar 2018

      Managed logistics and vendor relations for 20+ major gifts initiative and polio cultivation events • Maintained supportive and professional relationship with volunteer committee members, including high-level donors and organizational senior leaders • Created reports and support documents for major gifts and polio fundraising teams via Rotary's databases • Monitored department budget and created budget for following fiscal year

    • Development Manager
      • Apr 2016 - Aug 2016

      Secured American Theatre Wing’s 2016 National Theatre Company $10,000 grant • Assisted the Producing Artistic Director in Board of Directors relationship management and gift tracking • Researched potential granters and composed grant applications while sustaining foundation relationships • Maintained and updated the donor database and administered gift acknowledgment letters Secured American Theatre Wing’s 2016 National Theatre Company $10,000 grant • Assisted the Producing Artistic Director in Board of Directors relationship management and gift tracking • Researched potential granters and composed grant applications while sustaining foundation relationships • Maintained and updated the donor database and administered gift acknowledgment letters

    • United States
    • Individual and Family Services
    • 100 - 200 Employee
    • Development Associate
      • Jan 2015 - Apr 2016

      Assisted in the planning and execution of the organization's annual events, including the gala and annual meeting • Managed online donor database, ensuring donor records were accurate and current • Processed, tracked, and acknowledged gifts ranging from individual contributions to corporate grants • Organized the production and mailing of all solicitations • Planned Board of Directors meetings and supported board members as required Assisted in the planning and execution of the organization's annual events, including the gala and annual meeting • Managed online donor database, ensuring donor records were accurate and current • Processed, tracked, and acknowledged gifts ranging from individual contributions to corporate grants • Organized the production and mailing of all solicitations • Planned Board of Directors meetings and supported board members as required

    • United States
    • Performing Arts
    • 100 - 200 Employee
    • Audience Outreach Associate
      • Jul 2014 - Jan 2015

      Secured donations and subscriptions through outgoing telephone calls • Engaged patrons in thoughtful discussions about the work of the theatre • Logged patron information and sold subscriptions through Tessitura and Salesforce databases Secured donations and subscriptions through outgoing telephone calls • Engaged patrons in thoughtful discussions about the work of the theatre • Logged patron information and sold subscriptions through Tessitura and Salesforce databases

    • Assitant to Assistant Director of International Programs
      • Sep 2013 - May 2014

      Researched information to write emails, flyers, and informational pamphlets to help encourage students to participate in SPEA summer and semester study abroad programs • Coordinated appointments for exchange students from around the world to help promote information sessions and to spark the interest of IU students to study abroad. Researched information to write emails, flyers, and informational pamphlets to help encourage students to participate in SPEA summer and semester study abroad programs • Coordinated appointments for exchange students from around the world to help promote information sessions and to spark the interest of IU students to study abroad.

  • IU Auditorium
    • Indiana University, Bloomington
    • Foyer Director, Student Manager
      • Jan 2011 - May 2014

      Worked in a collaborative and customer service oriented auditorium to create a welcoming atmosphere, providing for a unique and outstanding experience in the arts • Supervised foyer and fellow student managers to successfully run an event • Resolved customer complaints by actively listening and offering solutions • Inventoried and ordered concession items needed for shows and events Worked in a collaborative and customer service oriented auditorium to create a welcoming atmosphere, providing for a unique and outstanding experience in the arts • Supervised foyer and fellow student managers to successfully run an event • Resolved customer complaints by actively listening and offering solutions • Inventoried and ordered concession items needed for shows and events

    • Performing Arts
    • 1 - 100 Employee
    • Arts Education Summer Intern
      • Jun 2013 - Jul 2013

      Instructed three arts education summer camps by planning and executing workshops in improv, singing, songwriting, and acting to improve confidence in young children and provide a fun experience. •Encouraged children to be creative through workshops, activities, and performances •Worked with campers ages 8-12 years •Organized and updated Excel database with patron information to send out emails and letters Instructed three arts education summer camps by planning and executing workshops in improv, singing, songwriting, and acting to improve confidence in young children and provide a fun experience. •Encouraged children to be creative through workshops, activities, and performances •Worked with campers ages 8-12 years •Organized and updated Excel database with patron information to send out emails and letters

    • Non-profit Organizations
    • 1 - 100 Employee
    • Summer Camp Counselor
      • 2010 - 2012

      Attended Camp Hess Kramer for eleven years as a child and chose to return as a counselor for three summers to give back all that was gained and help create a memorable and life changing experience for current campers. •Facilitated daily programs for campers ages seven through fifteen •Improved confidence in youth helping to develop a strong sense of self through programming and care-giving •Trained future counselors through panel discussions and field work Attended Camp Hess Kramer for eleven years as a child and chose to return as a counselor for three summers to give back all that was gained and help create a memorable and life changing experience for current campers. •Facilitated daily programs for campers ages seven through fifteen •Improved confidence in youth helping to develop a strong sense of self through programming and care-giving •Trained future counselors through panel discussions and field work

Education

  • Indiana University Bloomington
    Bachelor of Science (B.S.), Non-Profit/Public/Organizational Management
    2010 - 2014
  • Sciences Po
    2012 - 2012

Community

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