Assistant Director of Gift Planning

• Dec 2019 - Present

Identify, qualify, cultivate and solicit planned gifts Partner with collegiate development officers to secure planned gifts Maintain strong relationships with donors Respond to donor requests for information about planned giving and charitable estate planning Educate development staff, donors and financial advisors about planned gifts and estate planning techniques Proficient with Crescendo, Blackbaud, Salesforce, Microsoft Outlook, Word and Excel Identify, qualify, cultivate and solicit planned gifts Partner with collegiate development officers to secure planned gifts Maintain strong relationships with donors Respond to donor requests for information about planned giving and charitable estate planning Educate development staff, donors and financial advisors about planned gifts and estate planning techniques Proficient with Crescendo, Blackbaud, Salesforce, Microsoft Outlook, Word and Excel

Director of Planned Giving

• Nov 2001 - Dec 2019

Identify, qualify, cultivate, solicit and steward annual, major and planned gifts in a donor-centered environment Develop and implement strategy for capital campaign Manage charitable gift annuity, estate and probate matters Manage legacy society membership Develop and implement marketing strategy for planned giving Educate development staff, donors and financial advisors about planned gifts and estate planning techniques Proficient with PGCalc products Identify, qualify, cultivate, solicit and steward annual, major and planned gifts in a donor-centered environment Develop and implement strategy for capital campaign Manage charitable gift annuity, estate and probate matters Manage legacy society membership Develop and implement marketing strategy for planned giving Educate development staff, donors and financial advisors about planned gifts and estate planning techniques Proficient with PGCalc products

Attorney

• Oct 1985 - Oct 2001

Part-time Instructor

• Aug 1989 - May 1995