Experience

Franklin W. Olin College of Engineering
• United States
• Higher Education
• 100 - 200 Employee
• Senior Advisor for Philanthropy

  • Mar 2023 - Present


Sage Advancement Group

• United States
• Fundraising
• 1 - 100 Employee

• Co-Founder and Principal

  • Sep 2013 - Mar 2023

  Manage a three-person fundraising consulting firm that delivers exemplary services to nonprofits. Develop, plan, and implement a variety of solutions that empower nonprofits to raise more money and improve organizational effectiveness. • Cultivate close working relationships with CEOs/Executive Directors, Boards, and senior staff to evaluate, plan and execute strategies to raise more philanthropic revenue. • Conduct campaign feasibility studies, develop campaign plans, and serve as capital counsel for a diverse group of nonprofit clients. • Conduct development assessments, draft strategic development plans, and help clients implement fundraising best practices to raise more money. • Develop donor communications, including annual appeals, case statements, • Train executives, boards, and staff in the art and science of major gift fundraising. • Develop major donor strategies/moves to cultivate, solicit, and steward donors. • Conduct searches for director level development positions. • Develop compelling case statements and communications to activate donors. • Proven track record of helping clients significantly grow revenue and meet or exceed fundraising and campaign goals.



The Newman School

• United States
• Education Administration Programs
• 1 - 100 Employee

• Fundraising Counsel

  • May 2016 - Jun 2020

  Working closely with the Head of School, Board President, and Director of Development, created and managed a comprehensive development and alumni relations program, growing philanthropic revenue by triple digits. • Coached staff and leadership in fundraising best practices. • Developed a yearly development plan to increase alumni/ae and parent engagement, grow fundraising, and build a culture of philanthropy at Newman. • Grew overall giving by 123% and the number of donors by 111% in 4 years. • Created a Parent Council program to engage current parents with the school and each other, resulting in 80% growth in parent giving. • Increased special event fundraising by 541% in 4 years. • Tripled the number of major gifts closed in FY18, FY19, FY20. • Developed comprehensive communications program to inform, inspire, and activate alumni/ae and parents.



Reach Out and Read

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

• Interim Director of Development

  • May 2015 - Jan 2016

  Served as interim Development Director for Reach Out and Read and ensured that fundraising goals were met. Worked closely with the CEO to develop a comprehensive development plan to grow fundraising, including engaging the Board in development, creating compelling donor messaging/collateral, and implementing a major gifts program. • Manage the Director of Annual Giving, Development Officer, and Director of Data Management. • Guided the development of staff performance plans. • Working with the CEO and CFO, created financial projections for the fiscal year. • Support, motivate, and coach team to expand their fundraising skills and enhance performance. • Met with Board regularly to keep them appraised of progress to goals. • Conducted a messaging survey to determine donor motivation/levers and developed new messaging strategy to engage donors. • Led a successful search for permanent Director of Development. • Grew major gifts by 54% and overall giving by 35%.



The Winsor School

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

• Director of Major Gifts

  • Jul 2012 - Jun 2013

  • Motivate, mentor and manage a major gifts team in support of an $80M capital campaign, during the quiet phase. In first 11 months, grew major gift revenue 95% and increased solicitations by 150%. • Managed a portfolio of 75 major gift prospects rated $100K+. • Developed a comprehensive major and planned giving program guided by best-practices and measured by metrics. • Recruited and managed a Leadership Gift Committee for the public phase of the campaign which would be responsible for raising 50% of the campaign goal. • Strategic advisor to Chief Advancement Officer on principal gifts, campaign strategy and planning, development operations, and stewardship.



Alzheimer's Association

• United States
• Non-profit Organizations

• Assoc. Director, Principal & Major Gifts

  • Jul 2007 - Jun 2012

  • Cultivation, solicitation and stewardship of six and seven figure gift prospects, raising $1M+ annually.• Grew major gift revenue in my territory 75%, surpassing yearly goals; recognized for greatest number of donor visits on national team and raising the second-highest amount nationally; exceeded goals for identifying new major donor prospects, number of solicitations and donor cultivation events. • Strategic advisor to chapter executives, development staff and boards, providing extensive training, coaching, and planning for campaigns, major & planned gift program development, board development & governance, funding priorities, case statements, & stewardship execution. • Developed case statements & proposals in support of biomedical research, public policy initiatives, awareness campaigns, and care and support programs. Worked with donor to create innovative and first of its kind grant category for dual disease research at the Association.• Extensive cultivation and stewardship of top donors through high-level engagement opportunities across the country including national galas, public policy forums, and leadership meetings, lectures and social gatherings.

• Associate Director, Planned Gifts

  • Jul 2007 - Jul 2008

  • Designed, implemented, and managed planned giving programs for thirteen chapters in the Northeast which resulted in a 100% increase in gift closures and 200% increase in generated leads. • Cultivated, solicited and stewarded planned giving prospects through face to face meetings, phone calls, and letters.• Developed planned giving marketing materials for local chapters. • Worked with professional advisors to facilitate planned gifts.



Phillips Academy

• United States
• Primary and Secondary Education
• 400 - 500 Employee

• Major Gifts Officer

  • Sep 2003 - Jul 2007

  • Managed a portfolio of major gift prospects at the $100K+ level in key markets across the country, securing six and seven figure gifts for a wide array of priorities, including capital projects, academic programs, faculty support, scholarships,and endowment. • Contributed to the planning and launch of the $300M Campaign for Andover and the $30M Campaign for the Addison Gallery of American Art. Consistently exceeded goals for dollars raised, personal visits, and solicitations. • Facilitated discussions among faculty and senior administrators regarding funding priorities for current programs and future initiatives. • Working both independently and in partnership with the Head of School, trustees, senior administrators and faculty, effectively articulated the case for supporting Phillips Academy through face to face meetings with prospects. • Wrote proposals, contact reports, briefing memoranda and informational materials for meetings with prospects. • Cultivated prospects in assigned regions through small dialogue dinners, breakfast meetings, “next generation” leadership events, and other exclusive gatherings. • Managed stewardship of high-level prospects. • Recruited, trained and motivated volunteer leadership for advisory and fundraising committees.



Concord Academy

• E-Learning Providers

• Director of Annual Giving

  • 2001 - 2003

  • Developed, implemented and managed a comprehensive fundraising plan to maximize all annual fundraising programs, including leadership, reunion and parent giving. Grew revenue by 24% in 2 years, exceeding goals. • Cultivated, solicited and stewarded leadership prospects. • Worked with leadership volunteers (trustees, alumni, parents) to meet ambitious fundraising goals. Set new fundraising record for Parent Fund. • Developed marketing collateral for annual giving program, including annual report and case statement. • Managed annual giving and data management staff. • Implemented initiatives to improve development workflow, database management, and office systems. Planned team-building retreat for all development staff. • Reported quarterly to the Development Steering Committee of the Board of Trustees.



KNF&T Staffing Resources

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Sr. Staffing Recruiter

  • Sep 1998 - Jun 2001

  • Recruited and screened high quality candidates for permanent placement in exempt and non-exempt positions. • Identified and cultivated clients to expand business base throughout Metro Boston area. • Increased division sales numbers by consistently meeting or surpassing sales goals. • Recruited and screened high quality candidates for permanent placement in exempt and non-exempt positions. • Identified and cultivated clients to expand business base throughout Metro Boston area. • Increased division sales numbers by consistently meeting or surpassing sales goals.



Emmanuel College (Boston)

• Higher Education
• 500 - 600 Employee

• Director of Annual Giving

  • Sep 1993 - Sep 1998

  Director of the Annual Fund 10/1994 – 9/1998 Assistant Director of the Annual Fund 9/1993 – 10/1994 • Responsible for building a highly successful annual fundraising program, consistently exceeding all goals. • Identified, cultivated, and solicited annual giving and leadership donors for gifts up to $25,000. • Recruited and trained volunteers and managed fundraising initiatives, including reunion giving and President’s Associates programs. • Developed and executed successful segmented direct mail campaigns to support the Annual Fund. • Planned special events for volunteers, leadership donors and prospects. • Generated weekly and monthly reports using Raiser’s Edge database. • Supervised Assistant Director of Annual Giving and student staff of 20.