Experience

Westminster College (MO)

• United States
• Higher Education
• 200 - 300 Employee

• Director of Advancement Services at Westminster College (MO)

  • Jan 2006 - Present

  Position Summary: The Director of Advancement Services primary focus is to lead the strategy and execution of the Institutional Advancement area's data management, reporting, gift processing and other processes. The Director is a key leader within the division and College who should act proactively to create the conditions for success in fund raising and alumni relations. Essential Functions:• Gift Processing & Acknowledgement - Ensure that gifts received by mail, on-line, GIK (Gifts in Kind) or by other means are recorded and deposited in a timely manner. Make on-line giving as easy as possible. Generate receipts, letters, or an MGO prompt to send to donor.• Scholarship Accounting - In coordination with Financial Aid and the Major Gifts Coordinator ensure that records of awards, awardees, and fund totals are accurate and up to date.• Mass Mailings - Generate accurate, duplicate-free, and updated address lists for all mailings to alumni.• Data Management & Reporting - Ensure that alumni/donor data is accurate and report requests can be fulfilled in a timely manner. Set data entry procedures and expectations for all IA staff.• Research and Analysis - Convert data into useful intelligence that will empower all IA staff to be more effective.• Database Training - Provide a program for IA and other staff on use, reporting, and capabilities of the database system.• Supervision - Supervise the staff of the Advancement Services area, ensuring that there is frequent feedback, a positive working environment, and a standard of excellence.• Leadership - Provide leadership to the IA division and the rest of the Colleges in area of responsibility, being sure to keep a proactive stance towards improvement.• Liaison - Work with other offices, including Information Technology, Financial Aid, and the Business Office, on projects, data, and processes that cross departmental boundaries.• Other - provide leadership to other areas of need upon request.Job Requirements:

• Advancement Database Administrator

  • Jan 2020 - Mar 2020

  * Raiser's Edge Database Administrator* Manage Raiser's Edge donor database, including maintenance, user accounts, gift entry, reporting and queries* Develop and deliver clear and accurate reporting and tracking vehicles and instructions for reports, dashboards, and data extracts* Establish, implement, and maintain written policies and procedures regarding data entry and data management, and execute an annual review and assessment of these policies and procedures* Produce accurate, duplicate-free, and updated address lists for all mailing lists from Raiser's Edge database for mailings such as invitations, newsletters, and direct mail pieces* Maintain accuracy of constituent biographical information by performing periodic auditing and cleanup of data* Manage the comprehensive daily data entry process in Raiser's Edge including, but not limited to: gift entry and batch processing, fund/appeal/campaign coding, constituent/biographical updates, and membership tracking and coding* Work closely with the Business Office to provide reports and documentation for financial reconciliation and accuracy between the accounting database and Raiser's Edge* Reconcile and close monthly development financials each month* Process, or oversee the processing of all departmental pledges and invoices* Manage credit card gift processing and documentation* Provide Raiser's Edge database training for the department as needed* Serve as an active member of the Institutional Advancement team, contributing to goal setting and the refinement of processes and procedures* Work alongside the Director of Alumni Engagement to ensure that proper coding vehicles are in place to accurately track event assistance. Build reports and queries as needed for the Alumni Office to report on their event registrations and attendance*Provide on-going and day-of assistance for alumni and donor events

• Database Management Associate

  • Jan 2006 - Mar 2020

  Key responsibilities include: • Database management by managing the daily gift entry process and batch reporting in Raiser’s Edge Database with the primary focus on charitable gift entry. Gift types include cash, pledges, gift-in-kind, out-of-pocket, stock, and recurring gifts.• Create and manage the coordination between appeal, campaign, and fund records.• Establish, implement, and maintain written policies and procedures.• Create processes and maintain accurate data records management. This ensures annual audit runs smoothly.• Configure and process monthly gift reporting and balancing with the Business Office.• Export and provide weekly reports to various departments.• Manage the entering and tracking of all donor recognition societies.• Maintain and update constituent records which include updates to addresses, marital status and children, contact information, and employment details. • Process donor acknowledgement letters and provide excellent customer service to our constituents.

• Endowment and Donor Relations Coordinator

  • Jan 2011 - Dec 2015

  Main responsibilities include donor relations, tracking endowed and restricted funds, fund reconciliations, preparation of endowment agreements, endowment donor reports, and file management. I also provide in-depth prospect research on current and potential donors and grant coordination. I have recently assumed the responsibilities of gift processing and database maintenance. This includes processing gifts and pledges into constituent records in Raiser's Edge, setting up appeals, funds, tributes and memberships and maintaining database integrity.

• Annual Fund Coordinator

  • 2009 - 2011

  Oversee all operations of the annual fund campaign (124% of goal), oversight of print and email solicitations, staff liaison for the President's Club and True Blue Society members, supervise and train the phoneathon (116% of goal) and College liason with the Fulton Colleges Board of Associates.

• Alumni & College Relations Coordinator

  • Jan 2007 - Aug 2009

  Campus and Alumni Event logistics support and planning. Assist with the Parent's Association and Alumni Council. Office management and budget officer for the department.

• Administrative Assistant - Alumni & College Relations

  • Jan 2006 - Dec 2006

  Provide administrative support and office management for the Alumni and College Relations Department.



Hilliker Corporation

• United States
• Commercial Real Estate
• 1 - 100 Employee

• Executive & Personal Assistant

  • Jan 2002 - Dec 2005

  Executive Assistant for Managing Brokers at a Commercial Real Estate firm. Executive Assistant for Managing Brokers at a Commercial Real Estate firm.



Mechanical Dynamics and Analysis

• Executive Assistant

  • Aug 1998 - Dec 2003

  Executive Assistant to the President of the generator division along with department directors. MD&A repairs generators and turbines in the energy sector. Duties included tracking of RFQ'S, Proposals, awarded contracts and customer reports. Executive Assistant to the President of the generator division along with department directors. MD&A repairs generators and turbines in the energy sector. Duties included tracking of RFQ'S, Proposals, awarded contracts and customer reports.



Anheuser-Busch

• United States
• Food and Beverage Services
• 700 & Above Employee

• Contract and Insurance Assistant

  • Aug 1993 - Dec 1997

  Contract Assistant, tracking of union worker's wages and insurance. Created database and tracking of archived contracts. Contract Assistant, tracking of union worker's wages and insurance. Created database and tracking of archived contracts.