Experience

Fannie and John Hertz Foundation

• United States
• Higher Education
• 1 - 100 Employee

• • Jan 2023 - Present

• • Nov 2020 - Dec 2022



The Bryn Mawr School

• United States
• Primary and Secondary Education
• 100 - 200 Employee

• Director Of Advancement Services

  • Mar 2019 - Oct 2020

  In my role as Director of Advancement Services, a position new to the School, I provided data-driven, strategic oversight for all advancement activities including database operations, prospect and pipeline development, research, stewardship, gift processing and acknowledgements, and expenditures of all restricted and endowed funds. I also supervised and train two direct reports. Managerial oversight included ensuring proper gift entry and acknowledgements, adherence to IRS guidelines and PCI compliance, and database hygiene and reporting optimization. In addition to guiding database infrastructure and the smooth delivery of advancement services, I maintained 5-year projections for anticipated incoming gifts, including commitments and cash flow/timing of receipts. Additional responsibilities included completing ad-hoc analyses of giving trends, serving as staff liaison to board committees, and preparing all fundraising financial reports. I also worked closely with the Business Office to ensure proper reconciliation of financials between Raisers Edge and Financial Edge, and assisted in preparation of materials for annual audit. I implemented and maintained all donor recognition programs and stewardship, including the annual donor report. Additionally, I prepared gift proposals and stewardship reports, including endowed fund reports, and manage naming opportunities. I also maintained and ensured adherence to the acknowledgment and stewardship matrices each fiscal year. I managed the non-constituent promotion of spouse and student records in advance of a migration of databases from Raisers Edge to Raisers Edge NXT. I collaborated extensively with Annual Giving on annual fund appeals and provided strategic and data-driven support for donor segmentation and solicitation timing, with a focus on renewing and increasing annual support, LYBUNT and SYBUNT outreach and worked with the Admissions team to ensure alignment of financial aid with student recipients. Show less



U.S. Naval Academy Alumni Association & Foundation

• United States
• Non-profit Organizations
• 1 - 100 Employee

• • May 2017 - Mar 2019

  In my role as Assistant Campaign Director, I provided strategic support to the Campaign Director and Principal Gift Officer and Executive Vice President in support of the Foundation’s $400M comprehensive campaign. Responsibilities included campaign reporting at the regional level, preparation of briefing regional briefing documents for members of the Board of Trustees, and slide deck preparation related to regional campaign fundraising efforts. I also created and managed the campaign top prospect list to ensure proper moves management and pipeline development, and coordinated internally with principal and major gifts staff in support of the comprehensive campaign.I also assisted the major gifts team in executing successful regional campaign events, from planning to post-event communications. I was also instrumental in the planning and execution of a three-day event series in celebration of the campaign public launch in Fall 2018, including managing all data related to targeted event invitations and guest communications. I also served as a member of the Campaign Cabinet in support of planning the campaign public launch celebration. Show less

• • Jul 2016 - May 2017

  In July 2016 I was promoted to the newly created position of Assistant Director of Research at the U.S. Naval Academy Foundation to reflect additional responsibilities earned in tandem with receiving our organization's Employee of the Year Award. In addition to the same duties I performed as the Prospect Research Analyst, I am now responsible for identifying inefficiencies and creating new processes within our constituent database as they pertain to moves management. Specifically, this includes the complete maintenance of our prospect tracking and solicitation code systems. In conjunction with these new processes, I also wrote the newly implemented Prospect Management Best Practices Handbook for our organization, which tailors industry best practices to the U.S. Naval Academy Foundation's fundraising operations. In conjunction with developing this new protocol with the assistance of Senior Gift Officers, I am responsible for the training of development staff on these new processes.From June 2015-February 2017, I also play a significant role in our organization's conversion to a new, dynamic constituent database. As a Subject Matter Expert and core user of the conversion staging environments, I work closely with our database vendor's conversion team to ensure the proper conversion of existing data into the new database, as well as creating new systems within the database to be adopted in Spring 2017 that will better allow for more efficient moves management, enhanced output of gift officer KPI's, and easier coordination between different development departments within the organization. I am also responsible for co-editing the enterprise-wide end-user manual and training upon all facets of the new database that pertain to moves management. Show less

• • Nov 2014 - Jun 2016

  As the Prospect Research Analyst at the United States Naval Academy Foundation, I am responsible for providing proactive and reactive research on prospective and existing donors to the Foundation in support of its mission to identify strategic institutional priorities, and by raising, managing and disbursing private gift funds that provide a margin of excellence in support of the nation's premier leadership institution.I utilize the most current data mining techniques and segmentation analysis to identify pools of potential donors. Prospects are then prioritized, rated, researched, and disseminated to the major gift team as well as the special gift team, focused on the cultivation and solicitation of donors below the major gift level. I also meet quarterly with gift officers to continue to update and refine their respective portfolios to ensure all prospects are flowing through the moves management cycle in a timely fashion. Prospects are given updated ratings as needed. Other responsibilities include the preparation of event attendees abbreviated profiles, lengthier donor profiles, and rating and capacity reports for senior leadership of both the USNA Foundation and the Academy. Additionally, I am responsible for setting and monitoring news alerts for high profile prospects in Lexis Nexis, and updating both the Raiser's Edge database and USNAF staff accordingly.Experienced in the navigation, use, and query/export function of Raisers Edge. Other platforms utilized include WealthEngine 8, Foundation Center Online, LinkedIn Premium Search, and Lexis Nexis. Show less



The Johns Hopkins University

• United States
• Higher Education
• 700 & Above Employee

• Development Coordinator

  • Apr 2013 - Nov 2014

  As the Development Coordinator for the School of Education at Johns Hopkins University, I am responsible for providing direct support to the following roles: Associate Dean of Development and Alumni Relations, Senior Associate Director of Development, Senior Associate Director of Constituency Engagement, and Director of Corporation and Foundation Relations. In my role as Development Coordinator, I ensure the smooth operation of Development activities at the SOE, with heavy emphasis on events management and prospect identification and research. Currently, I serve as the primary point-of-contact for all SOE events, responsible for all aspects of events from planning through production, including invitations, vendor communication, event follow-up, and ROI analysis. This also includes providing development briefings to SOE and JHU leadership prior to the event, including event objectives, talking points, attendees bios and donor history, and pertinent logistical information and timelines. In my role as it pertains to donor identification and research, I am responsible for identifying annual gift- and major gift-level prospects to the School of Education through analysis of gift reports, event attendance reports, and other communications metrics. Once identified as a valid prospect, I am responsible for the preparation of research reports identifying capacity and inclination. Other responsibilities as Development Coordinator include inputting and tracking all solicitation approaches, updating campaign pipeline figures through FY17, linking all gifts and pledges to SOE solicitation approaches and the capital campaign, writing the quarterly SOE Alumni and Friends newsletter, updating SOE Development webpages via the SiteExecutive platform, recording touchpoints with JHU/SOE constituents within the University's Relationship Management database (CRM system), responding to the various needs of SOE alumni, and administrative support, as needed. Show less



Revolution Events

• United States
• Events Services
• 1 - 100 Employee

• Events Creative Design Assistant

  • Sep 2012 - Apr 2013

  For nearly 8 months I fulfilled the role of Creative Events Design Assistant at Chicka Chicka Boom Boom and Fandango Productions, providing direct support to the Owner and Creative Directors of the (merged) companies. Responsibilities included communicating and coordinating with vendors, addressing the needs of each client, managing the schedule and email of my supervisor, updating the CRM software with purchase orders and vendor information, ensuring quality control on all event production, working with the Crew Manager to schedule appropriate labor for each job, managing the travel for jobs, including flights and hotels, hiring of new empoyees, and drafting and editing job proposal and ensuring their approval prior to event production. I was also on-site at most every event as a point of contact, client liasion, and quality control manager. Show less



University of Maryland Baltimore County

• United States
• Higher Education
• 700 & Above Employee

• Undergraduate Program Coordinator for the Erickson School

  • Oct 2011 - Aug 2012

  During my 10 month role as Undergraduate Recruiter at the Erickson School at UMBC I was primarily responsible for recruiting undecided majors, prospective transfer students, and high school seniors to the Erickson School to pursue a B.A. in Management of Aging Services. My responsibilities included public speaking at events about the MAGS Undergraduate Program, event coordination, updating social media accounts, and basic marketing including the utilization LinkedIn and the WhatCounts webcasting platform. Show less