Senior Consultant

• Apr 2021 - Present

Consultant

• Dec 2017 - Apr 2021

Strategies and Assessments- Lead various strategic planning initiatives for clients, including revenue generation plans, campaign feasibility studies, and research projects.- Develop and execute fundraising plans, including benchmarks and measurement.- Identify opportunities for growth.- Study and recommend organizational changes to improve efficiency and effectiveness.- Advise on best practices for fundraising and program development.- Interview clients’ donors, volunteers, and community members to incorporate different perspectives into plans.Onsite Counsel/Interim Management- Lead campaign and fundraising initiatives ranging from $10 million to $20 million.- Act as a subject matter expert on fundraising, communications, and partnership development.- Monitor progress against benchmarks and adjusted as necessary.- Plan employee engagement events to unite stakeholders. - Write and advise on communications materials and key messages to deliver results. Show less

Manager, Individual and Monthly Giving

• Apr 2014 - Sep 2017

- Managed and grew monthly giving program by 6.5%, raising $3.2 million in most recent fiscal year- Evaluated program performance and recommended strategic changes when needed- Led the strategy and execution of three initiatives to grow the monthly giving program involving collaboration with internal and external stakeholders- Created an intermediate giving program within direct marketing that resulted in a 14% increase in campaign revenue and a 46% increase in average gift- Planned and executed lab tours to show donors the impact of their giving- Managed 2 direct reports Show less

Philanthropy Advisor, Canada

• Sep 2012 - Apr 2014

- Established, built and secured new foundation and corporate philanthropic funding relationships across Canada- Worked with the National Major Gifts team to develop and implement new foundation and corporate partnership strategies and tactics to meet annual goals- Grew a portfolio of national corporate and foundation donors by 50% and supported colleagues across the country to secure $375,000 in additional funding- Stewarded foundation and corporate donors

Philanthropy Advisor, Ontario

• Apr 2010 - Oct 2012

- Developed strategies to move prospects from Direct Response to Major Gifts- Identified, cultivated, solicited and stewarded a portfolio of 65 individual donors with capacity to give between $2,500 and $24,999 and philanthropic foundations- Collaborated closely with other team members and departments to prepare briefing notes, proposals, stewardship pieces and other materials- Led a project involving other departments to develop a foundation engagement strategy - Managed a prospect pipeline of approximately 140 foundations and donor-advised funds, including cultivation, solicitation, and stewardship Show less

Senior Advancement Officer

• Jan 2008 - May 2010

- Developed strategies for cultivating, soliciting, and stewarding foundation donors and individual donors giving $25,000 or more annually- Created and managed strategic cultivation/stewardship events- Worked closely with senior volunteers to identify prospects- Prepared briefing notes and related materials for volunteers and senior staff in advance of donor meetings- Prepared reports and speaking points for the Board Chairman and Chair, Advancement & Communications Committee in advance of board meetings- Wrote proposals and donor reports- Analyzed campaign trends and adjusted plans accordingly Show less

Annual Fund Officer

• Nov 2005 - Jan 2008

- Developed donor renewal and acquisition campaigns- Created donor recognition materials- Contributed to proposals and donor reports- Worked with internationally renowned researchers to identify links to donor interests