Experience

Mary Lee Foundation

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

• Director of Development and Communications

  • Jul 2019 - Present

  Austin, Texas Area 1. Establish and maintain a rapport with Director and program administrators to stay abreast of current development needs within Mary Lee Foundation 2. Create annual fundraising goal and strategy plan and prepare monthly status reports 3. Write and create content for media materials (to include bi-monthly newsletter, brochures, etc.) and prepare them for publication, distribution, and/or exhibition 4. Manage and create content for all social media ie. website, Facebook, Instagram… Show more 1. Establish and maintain a rapport with Director and program administrators to stay abreast of current development needs within Mary Lee Foundation 2. Create annual fundraising goal and strategy plan and prepare monthly status reports 3. Write and create content for media materials (to include bi-monthly newsletter, brochures, etc.) and prepare them for publication, distribution, and/or exhibition 4. Manage and create content for all social media ie. website, Facebook, Instagram, Twitter, etc 5. Create blasts using e-mail marketing software 6. Serve as primary public relations representative for the foundation and maintain a rapport with other nonprofits (especially those with similar goals), donors, supporters, grantors, city/state government, neighborhood associations, local newspapers, and other media outlets 7. Manage, research, develop, and write grant/fundraising proposals for organization 8. Prepare grant close-out reports as required by funders 9. Process donations and prepare acknowledgement letters in a timely manner 10. Develop and manage donor database, ensuring records are current 11. Coordinate donations of items such as computers, furniture, etc. 12. Plan and carry out events that include annual Fall Festival, annual parents/friends/family meetings, ground breaking/ribbon cutting ceremonies, fundraising events, etc. 13. Coordinate and oversee volunteer activities 14. Assist with Board of Directors’ meetings for Mary Lee Foundation, Mary Lee Charles Place, Mary Lee Community, and Mary Lee Flagship; retain meeting minutes Show less



Visiting Nurse and Hospice for Vermont and New Hampshire (VNH)

• Hospitals and Health Care
• 1 - 100 Employee

• Development Specialist

  • Jan 2017 - Jul 2019

  • Created a strategic plan for the fundraising program that included goals and strategies for 6 months, 1 year, 3 years and 5 years. • Develop, write and manage annual fundraising appeals and year-end holiday card. • Designed “I am Grateful” brochure for Bereavement Clients to provide information on how they can give back to the Visiting Nurses through stories, volunteering and philanthropy. • Created a presentation to help cultivate a culture of philanthropy among clinical staff… Show more • Created a strategic plan for the fundraising program that included goals and strategies for 6 months, 1 year, 3 years and 5 years. • Develop, write and manage annual fundraising appeals and year-end holiday card. • Designed “I am Grateful” brochure for Bereavement Clients to provide information on how they can give back to the Visiting Nurses through stories, volunteering and philanthropy. • Created a presentation to help cultivate a culture of philanthropy among clinical staff. • Managed annual Thank-A-Thon with board members and senior leadership making calls to donors. • Created donor impact statement; gift acceptance policies; and cultivation and stewardship plan used to effectively solicit, acknowledge, and nurture relationships with major/corporate donors. • Plan and execute Major Donor Reception. • With Marketing Specialist, manage annual plan and timeline for joint fundraising, events, marketing, and communications efforts. • Manage gift intake and acknowledgement processes and policies. • Maximize utilization of Raiser’s Edge donor research, analysis and management modules. • Manage foundation income, research prospective funding, write proposals and create final reports. • Assist Community Relations Specialist in developing income from municipalities and towns.

• Development Supervisor

  • Jan 2015 - Jan 2017

  Develop, write and manage bi-annual fundraising appeal, monthly grateful patient appeal and year-end holiday card. •Interface with Finance department to ensure timely, accurate gift posting and reporting. •Maximize opportunities for giving via special events, communications (newsletters, other), and community outreach efforts. •With CEO and Board Community Relations and Development Committee (CRD), identify, cultivate, and solicit current and prospective major/corporate… Show more Develop, write and manage bi-annual fundraising appeal, monthly grateful patient appeal and year-end holiday card. •Interface with Finance department to ensure timely, accurate gift posting and reporting. •Maximize opportunities for giving via special events, communications (newsletters, other), and community outreach efforts. •With CEO and Board Community Relations and Development Committee (CRD), identify, cultivate, and solicit current and prospective major/corporate donors. • Conduct donor stewardship program with strategies to effectively solicit, acknowledge, and nurture relationships with major/corporate donors. •Works with individuals of high net worth and their professional advisors, as appropriate, to facilitate and realize major planned giving and annual gifts. •Coordinate agency efforts to obtain planned/deferred gifts. With Marketing and Communications Specialist (MCS), CEO, and CRD, plan and manage agency fund- and friend-raising events. This includes cultivation and management of corporate gifts and sponsorships. •Assist CRD Coordinator to make regular updates and coordinate with designer to coordinate web content and development. •Interface with IT department to ensure timely, accurate reporting of website tracking. •Oversee CRD Coordinator. •Manage gift intake and acknowledgement processes and policies. •Develop income forecasting and reporting. •Develop and manage Development Department annual budget. •Oversee and assist the Grant Writer (GW) in developing foundation, corporate, and public grant income. •With GW and CEO prioritize funding opportunities and help prepare timely submission of applications and reports. •Oversee and assist CRD Coordinator in developing income from municipalities and towns. This includes managing schedule of annual deadlines for applications, petitions, reports, and meeting attendance.

• Development Associate

  • Jan 2013 - Jan 2015

  West Lebanon, NH • Maintain accurate and timely processing of donations and related data. • Complete donor gift/pledge entry, posting, tracking, and acknowledgement. • Create and distribute financial reports and donor analysis. • Interface with Finance department to ensure timely, accurate gift posting and reporting. • Train and assist department staff in use of Raiser’s Edge. • Maximize utilization of RE donor research, analysis, and management modules. • Supervise volunteer, intern, and… Show more • Maintain accurate and timely processing of donations and related data. • Complete donor gift/pledge entry, posting, tracking, and acknowledgement. • Create and distribute financial reports and donor analysis. • Interface with Finance department to ensure timely, accurate gift posting and reporting. • Train and assist department staff in use of Raiser’s Edge. • Maximize utilization of RE donor research, analysis, and management modules. • Supervise volunteer, intern, and temporary database assistants when available. • Develop and maintain written department procedures for database coordination. • Assist with preparation of materials for Board/Committee meetings. • Provide support for marketing and advertising efforts shared by Development and Business Development departments. • Website maintenance.



Lebanon College-The College has closed effective December 31, 2014. Thank you all!

• United States
• Higher Education
• 1 - 100 Employee

• Chair of Computer and Business Department

  • Mar 2010 - Jul 2014

  Lebanon, NH · Teach at least one course in the Business Program per term (Subjects include –Organizational Behavior, Principles of Management, Professional Ethics, Managing Personnel, etc.). · Work with the senior management team to create and implement the admission plans of the college. · Recruit, observe and evaluate faculty in the program. · Advise program students at least once per term. · Assemble and chair program advisory committee meetings. · Recruit students into the Business… Show more · Teach at least one course in the Business Program per term (Subjects include –Organizational Behavior, Principles of Management, Professional Ethics, Managing Personnel, etc.). · Work with the senior management team to create and implement the admission plans of the college. · Recruit, observe and evaluate faculty in the program. · Advise program students at least once per term. · Assemble and chair program advisory committee meetings. · Recruit students into the Business Programs. · Plan course offerings in accordance with student needs. · Work with the Program Directors to design non-credit workshops that highlight skills that are taught in the degree programs.

• Director of Development

  • Oct 2009 - Jan 2013

  Lebanon, NH · Create annual and long-term development plans to sustain and improve the fiscal and long-term health of the organization. · Organize and direct annual individual, corporate, foundation, and government giving campaigns. · Develop and grow the individual donor base; cultivate major gifts. · Coordinate and lead all development activities, including annual solicitations, stewardship activities, and tracking of cultivation activities. · Research and write proposals for corporate and… Show more · Create annual and long-term development plans to sustain and improve the fiscal and long-term health of the organization. · Organize and direct annual individual, corporate, foundation, and government giving campaigns. · Develop and grow the individual donor base; cultivate major gifts. · Coordinate and lead all development activities, including annual solicitations, stewardship activities, and tracking of cultivation activities. · Research and write proposals for corporate and foundation grants that are likely to fund the organization’s programs. · Train and lead other staff to support fundraising and marketing efforts. · Foster relationships with local organizations to maximize Lebanon College’s impact in the local community. · Prepare and administer budget for development expenses and contributed income. · Initiate and/or supervise all donor events including any special fundraising events. · Generate reports, reconcile financial records, and provide data analysis to the President, and the Board. · Update current and create new marketing materials that will be used as a branding mechanism for the College. Also, develop and implement a marketing plan to achieve our enrollment goals. · Represent the College to the public in development and fund raising aspects in concert with the President’s office.



Concord Community Music School

• Director of Annual Giving

  • Apr 2008 - May 2010

  Concord, NH · Coordinate all development activities, including annual solicitations, stewardship activities, and tracking of cultivation activities. · Organize and direct annual individual gifts campaign. · Manage database of all Music School constituents, including prospects, audience members, former and current students, and former and current donors. · Direct research to identify and secure new funding sources to meet annual and long-term fundraising goals. · Implement a moves management… Show more · Coordinate all development activities, including annual solicitations, stewardship activities, and tracking of cultivation activities. · Organize and direct annual individual gifts campaign. · Manage database of all Music School constituents, including prospects, audience members, former and current students, and former and current donors. · Direct research to identify and secure new funding sources to meet annual and long-term fundraising goals. · Implement a moves management system for individual fundraising. · Strengthen relationships with present and potential individual donors through increased staff and board contact, stewardship and recognition. Show less



Cardigan Mountain School

• United States
• Education Management
• 1 - 100 Employee

• Database Manager

  • Feb 2006 - Apr 2008

  Canaan, NH · Collaborated with the Director of Development to create a comprehensive donor cultivation and stewardship plan that acts as a road map used to move donors to a higher gift giving level. · Originated rough draft solicitation, acknowledgement, and stewardship letters for the Director’s approval. · Served as Office Manager when the Director is on frequent road trips. · Worked with outside vendors to include graphic designers, printers and mailing houses to ensure communication mailings… Show more · Collaborated with the Director of Development to create a comprehensive donor cultivation and stewardship plan that acts as a road map used to move donors to a higher gift giving level. · Originated rough draft solicitation, acknowledgement, and stewardship letters for the Director’s approval. · Served as Office Manager when the Director is on frequent road trips. · Worked with outside vendors to include graphic designers, printers and mailing houses to ensure communication mailings were produced in an accurate and timely fashion. · Restructured the data processes of the Development Office creating numerous manuals detailing the solicitation, gift recording, acknowledgment, and balancing processes that were being adopted. · Researched and summarized data in an office database to ensure accurate donor information and produced reports and mailing lists from that data. · Monitored office database systems to ensure accurate donor information. · Worked with Alumni Relations and other Alumni groups to develop events and reunion-giving programs, to maintain records, and to foster stronger relationships with alumni. · Coordinated the gathering and updating of biographical information on all alumni, as well as all other constituencies the office has contact with. Show less



The Dartmouth Institute for Health Policy & Clinical Practice

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Alumni Relations Coordinator

  • Jan 2005 - Feb 2006

  Hanover, NH · Worked with the Dean, Director of Alumni Relations, faculty, key administrators, and students to further interests of Dartmouth Medical School (DMS) through promotion of its alumni and the alumni relations program. · Assisted the Director in the preparation of annual budgets for the DMS Alumni Relations programs and activities. Tracked revenue and expenditures on a monthly basis. · Assisted in planning and supporting the work of the Alumni Council. Helped establish agenda, identify… Show more · Worked with the Dean, Director of Alumni Relations, faculty, key administrators, and students to further interests of Dartmouth Medical School (DMS) through promotion of its alumni and the alumni relations program. · Assisted the Director in the preparation of annual budgets for the DMS Alumni Relations programs and activities. Tracked revenue and expenditures on a monthly basis. · Assisted in planning and supporting the work of the Alumni Council. Helped establish agenda, identify speakers, and ensure the smooth operation of Alumni Council meetings. Served as recording secretary for the Executive Committee and full Alumni Council meetings. · Planned all Medical School reunion activities in conjunction with the Director. Coordinated and organized the schedule of activities for both Fall and June reunions. Worked with graphic designers and printers to create effective promotional materials. · Planned and executed Alumni Relations annual events, such as Syvertsen Scholarship Weekend, Transition Ceremony, Class Day events and other student activities in conjunction with the Director. Established travel itineraries, coordinated logistical support for these events and maintained schedules and timelines for all events.

• Annual Fund and Direct Marketing Coordinator

  • Mar 2003 - Jan 2005

  Hanover, NH · Worked directly with the Vice President of Development as Interim Director of Annual Giving and Direct Marketing for six months to insure the Annual Fund solicitation schedule stayed on target. · Served as the primary point of contact for the Office of Annual Giving/Direct Marketing and as a liaison with volunteers and donors. · Worked with outside vendors such as graphic designers, printers and mailing houses to ensure communication mailings were produced in an accurate and timely… Show more · Worked directly with the Vice President of Development as Interim Director of Annual Giving and Direct Marketing for six months to insure the Annual Fund solicitation schedule stayed on target. · Served as the primary point of contact for the Office of Annual Giving/Direct Marketing and as a liaison with volunteers and donors. · Worked with outside vendors such as graphic designers, printers and mailing houses to ensure communication mailings were produced in an accurate and timely fashion. · Worked with Alumni groups and agents to develop reunion-giving programs and to encourage ongoing support of the Annual Fund. · Set up and maintained files and databases pertaining to DMS/DHMC Annual Giving campaigns and activities to ensure accuracy and accessibility of information. · Screened and proofread materials developed by others prior to Director’s signature. · Tracked monthly expenditures to ensure accurate recording of office budget. · Coordinated and scheduled appointments; oversaw the Director’s calendar.



Visiting Nurse and Hospice for Vermont and New Hampshire (VNH)

• Hospitals and Health Care
• 1 - 100 Employee

• Development Coordinator

  • May 2001 - Mar 2003

  West Lebanon, NH · Worked directly with the CEO as Interim Director for eight months to ensure the Annual Report, Donor Newsletter, and Solicitations went out in a timely manner. · Served as the primary point of contact for the Communications and Development Office and as a liaison with volunteers and donors. · Originated rough draft solicitation, acknowledgement, and stewardship letters for the Director’s approval. · Processed all gifts received on a daily basis from the entry of the gift into the… Show more · Worked directly with the CEO as Interim Director for eight months to ensure the Annual Report, Donor Newsletter, and Solicitations went out in a timely manner. · Served as the primary point of contact for the Communications and Development Office and as a liaison with volunteers and donors. · Originated rough draft solicitation, acknowledgement, and stewardship letters for the Director’s approval. · Processed all gifts received on a daily basis from the entry of the gift into the system to the acknowledgement and balanced these gifts daily with the accounting department. · Created numerous office manuals detailing the solicitation, gift recording, acknowledgment, and balancing processes. · Supervised a part-time gift entry staff member. · Edited a bi-weekly employee newsletter. · Ran the United Way campaign and acted as a loaned executive for the VNA. · Tracked monthly expenditures to ensure accurate recording of office budget. Show less