Experience

National Philanthropic Trust

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Regional Director of Development- Boston

  • Jun 2022 - Present



Bank of America Charitable Gift Fund

• Sr. Vice President/Sr. Relationship Manager

  • Jan 2018 - Jun 2022

• Vice President/Senior Relationship Manager

  • Jan 2014 - Jun 2022

  The Philanthropic Management group at Bank of America delivers expertise and a comprehensive suite of investment and charitable management services to help individuals and institutions build and sustain their missions.Serving in a trustee or agency capacity for private foundations, endowments, split interest trusts and Bank of America's donor advised fund, Philanthropic Management provides:Strategic advice and planning to help you fulfill your mission more effectivelyIntegrated spending policy and asset allocation analysis Grantmaking administration and oversight Governance and fiduciary assistance Philanthropic research and best practices Asset management services and solutions to help align and achieve your financial and charitable objectivesCustomized asset allocation Portfolio construction and balancing Investment manager evaluation, selection and oversight Evaluation, management, and liquidation of donated farmland and ranchland, real estate, timberland, private business interests and energy and mineral assets Administration and recordkeeping services to simplify your administrative burdenDistribution calculation and disbursement Recordkeeping and custody Preparation and filing of tax forms Sub-fund reporting Gift processing and valuation. Show less



Bank of America

• Assistant Vice President/Philanthropic Relationship Manager

  • Oct 2010 - Jun 2022

  The Philanthropic Management group at Bank of America delivers expertise and a comprehensive suite of investment and charitable management services to help individuals and institutions build and sustain their missions. Serving in a trustee or agency capacity for private foundations, endowments, split interest trusts and Bank of America's donor advised fund, Philanthropic Management provides: Strategic advice and planning to help you fulfill your mission more effectively Integrated spending policy and asset allocation analysis Grantmaking administration and oversight Governance and fiduciary assistance Philanthropic research and best practices Asset management services and solutions to help align and achieve your financial and charitable objectives Customized asset allocation Portfolio construction and balancing Investment manager evaluation, selection and oversight Evaluation, management, and liquidation of donated farmland and ranchland, real estate, timberland, private business interests and energy and mineral assets Administration and recordkeeping services to simplify your administrative burden Distribution calculation and disbursement Recordkeeping and custody Preparation and filing of tax forms Sub-fund reporting Gift processing and valuation Show less



Intercomm

• Advisory Board

  • Sep 2008 - Jun 2022

  Intercomm was founded in 1995 as a direct response to grassroots community concerns about inter-community conflict and social deprivation in north Belfast. Through our diverse range of programmes we aim to assist in combating the social, economic and political problems created by 30 years of conflict and help construct a concrete and viable peace. We have broadened our initiatives and outlook in recent years so as to learn from, and assist in, other conflict transformation processes worldwide, using local knowledge and expertise. Show less



Dana-Farber Cancer Institute

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Grants Management Specialist

  • Feb 2009 - Oct 2010

  Responsible for all pre and post award grants management for Medical Oncology researchers at Dana-Farber Cancer Institute. Research, submit, and monitor externally funded grants, contracts and cooperative agreements on behalf of Dana Farber Principal Investigators. Plan, maintain, and monitor budgets and grant agreements as well as subcontract agreements. Act as the conduit between Principal Investigators and granting bodies, such as the NIH and other federal organizations as well as private foundations. Responsible for financial management of grants and awards, monitoring the distribution of funds and stewardship of grants and gifts. Work with the Division of Grants and Contracts to ensure compliance and reporting requirements are met. Show less



The Ireland Funds

• Fundraising
• 1 - 100 Employee

• Manager of Grants and Foundation Relations/Young Leaders

  • 2001 - Apr 2008

  Working with donors and foundations throughout the United States as well as grantee organizations in Ireland and the U.S. to solicit and administer gifts. Other duties include working in conjunction with the Ireland Fund’s regional and international offices in over 10 countries, the Grants Committee and Executive Board to process grants to over 300 organizations a year. Also responsible for the publication of the Grants Book, monthly and yearly reports for regional directors and Board members as well as a stewardship program for donors. Responsible for Sarbanes-Oxley compliance for all grants administered through The American Ireland Fund. Produce content for annual dinner journal and the AIF’s magazine, Connect. Also serve as a coordinator for the Young Associates group, planning events as well as cultivating new members and potential donors. Show less



Aoibhneas Women's Refuge

• Manager of Children's Programs

  • Apr 1998 - May 2001

  Manager of Children's Program Key worker for children and their mothers in a 10 unit residential shelter for women and children fleeing domestic violence. In addition to short term housing at the refuge, Aoibneas provides 24 hour counseling and resources. Advocated for children living in the refuge, addressing their needs and concerns. Worked closely with school officials, teachers, child psychologists, and social workers to provide resources for children. Coordinated services for women living in the shelter as well off-site work with parents and children who had moved out of the refuge. Supervised playroom staff and interns of the shelter. Responsible for the children's program budget in addition to daily playroom schedule and activities. Show less



AIDS Project

• Call Case Manager

  • May 1995 - Aug 1995

  APW serves those living with HIV/AIDS in Worcester County as well as those at risk of infection. Responsible for all hotline calls and walk in clients Managed referrals to those in need of housing, detox, medical or counseling services. Assisted in the coordination of local AIDS initiatives. APW serves those living with HIV/AIDS in Worcester County as well as those at risk of infection. Responsible for all hotline calls and walk in clients Managed referrals to those in need of housing, detox, medical or counseling services. Assisted in the coordination of local AIDS initiatives.