Director of Industry Relations

• Mar 2022 - Present

Chief Development Officer

• Jan 2020 - Oct 2021

• Supervised preparation of creative content for individual and corporate proposals and presentations • Identified appropriate fundraising metrics and created a series of transparent fundraising reports that restored the Board’s confidence in the development department • Worked with legal counsel on donor- and vendor-related contracts, including modification of cause related marketing and licensing agreements • Managed extensive direct mail program generating $12.7 million in gross revenue in 2020 • Executed new planned giving program resulting in 146 bequests valued at $16 million • Developed and implemented Give/Get Policy for Board of Directors increasing personal gifts from $2,100 in 2020 to $80,000 in 2021 and increased gifts from $630,000 in 2020 to $830,000 as of 10/2021 • Increased online giving in 2020 from $375,000 to $620,000 through digital appeals • Increased corporate giving from $900,000 in 2020 to $1.5 million as of 10/2021 • Prepped CEO and management team members, and Development Committee and Board members for fundraising activities from identification and cultivation to solicitation and stewardship • Wrote 2021 Business Plan and served on Steering Committee for 2022-2024 strategic plan • Led resource development strategies for Memorial and Museum with annual goal of over $15 million • Reconciled fundraising revenue and expenses with Finance, prepared and adjusted quarterly cash flow and year-end projections, and reviewed and edited Form 990

Principal

• Jul 2016 - Dec 2020

• Provided American Mothers Inc. with fundraising readiness analysis and resource development plan • Worked with American Chemical Society on a benchmarking survey and NASPA Foundation on a development assessment as a subconsultant to The Sheridan Group • Facilitated a board planning session and drafted a report on mission, vision, values, and strategic priorities for the RMJ Foundation in Ontario, California • Served as Development Counsel, to one fulltime client, the CFP Board Center for Financial Planning, Washington, DC, delivering fundraising expertise and establishing policies, procedures, and infrastructure for a start-up development office from 10/2016 to 12/2019 • Coached senior leadership and campaign committee members cultivating and securing major gifts • Leveraged donor cultivation events to identify new prospects and enhance existing donor relationships

Vice President of Development

• Jul 2013 - May 2016

Worked for Association of Fundraising Professionals (AFP-IHQ) - AFP Foundation for Philanthropy • Orchestrated individual giving programs with 170 national chapters and managed donor relationships for the charitable arm of the Association of Fundraising Professionals (AFP) Global • Designed a rebranded annual appeal, BE the CAUSE, including a toolkit of campaign resources for AFP Chapters and a tiered, revenue distribution model to incentivize chapter participation • Managed a portfolio of 50 individual major and planned gift prospects • Created and implemented a stewardship plan to improve the donor experience • Coordinated Foundation activities including exhibit booth and donor recognition events at annual International Fundraising Conferences • Managed cross-functional teams of Association/Foundation staff members for National Fundraising Day celebrations and organizational culture task force • Maintained professional integrity and accountability adhering to AFP’s Donor Bill of Rights and Code of Ethical Principles and Standards of Professional Practice

National Accounts Manager

• Nov 2011 - Jun 2013

• Crafted fundraising appeals and marketing campaigns and provided guidance on individual major gift programs for nonprofit clients in arts and culture, association foundations, religious organizations, and higher education • Collaborated on content and creative marketing materials to prospect through digital campaigns and trade shows • Conceptualized a strategic shift in branding and messaging for the Catholic Diocese of Dallas Bishop’s Appeal; employed predictive modeling to source new prospects; and coached leadership and volunteers working with major donors to raise over $8M in 2012 • Utilized donor segmentation and moves management strategies to help the Roman Catholic Diocese of Fort Worth Bishop’s Appeal raise more than $3.5M in 2013

Executive Director

• Jun 2004 - Oct 2011

• Led Foundation’s focus on youth financial education through fundraising, project management, and grant administration and served on New York Credit Union Association senior management team • Increased Community Investment Fund deposits from $22.3 to $30.4 million, raised $438,000 from grantors and $390,000 for endowment fund, and implemented a new individual giving program • Functioned as spokesperson to increase awareness about the Foundation and financial education at statewide chapter meetings, NY Credit Union Association Annual Convention, State Credit Union Foundation network meetings across the country; and financial education-related media appearances • Managed collaborations with Junior Achievement, Jumpstart Coalition, National Urban Alliance for Effective Education, Credit Union National Association, National Consumers League, National Endowment for Financial Education (NEFE), NYSED, and NYC Office of Financial Empowerment • Coordinated and presented at statewide, NEFE train-the-trainer programs designed for NYS teachers, Cornell Cooperative extension educators, and credit union staffers • Created two youth education programs: Kids Cash Kits–hands-on tools to teach basics of saving, spending, and sharing for ages 5–9; Money & Me–summer personal finance workshop for teens • Disbursed more than $500,000 in grant awards for disaster relief and financial literacy • Helped lead national, industry-wide coalition to secure funding for production of PBS series, Biz Kid$, teaching financial education and entrepreneurship (Funded by America’s Credit Unions) • Produced bilingual identity theft awareness and education campaign for credit unions

Director of Development

• 2001 - 2004

• Development responsibilities increased progressively, including management of fundraising programs, donor relationships, and stakeholder engagement before, during, and after a capital and endowment campaign. • Capital Campaign: raised $14.2 million, exceeding $10 million goal • Secured over $2.5 million in federal, state, and municipal grants • Directed NEH endowment challenge grant (3:1 match) with a total value of $2 million • Created fundraising plan to meet $500,000 Kresge Foundation Challenge grant • Raised $7.5 million in individual leadership and endowment gifts

Assistant Director Of Development

• 1997 - 2001

• Helped recruit, train, coach, motivate and manage volunteer leaders to engage in solicitations and other cultivation and stewardship activities• Managed a portfolio of 75-100 individual major and planned gift prospects• General Operating Support: Generated $1 million in unearned revenue per year• Assisted in revenue strategy for Museum Shop, space rental, food service, and contemporary art rental• Supervised staff ranging from 5-9 members and administered development department budget• Planned and executed donor cultivation, fundraising, and recognition events: corporate breakfasts, behind-the-scenes tours, Museum Gala and Contemporary Art Auction, and VIP receptions• Drafted content for newsletters, website, Capital Campaign materials, and event scripts; and reviewed and approved press releases and advertisements

Grants Officer

• 1996 - 1997