Bio
Credentials
-
Crucial Conversations (getAbstract Summary)
LinkedInSep, 2023- May, 2026 -
LGSW
-
Experience
-
-
United States
-
Non-profit Organizations
-
700 & Above Employee
-
Planned Giving Operations Manager
-
Apr 2019 - Present
Responsible for the operations management of the planned giving unit. This includes handling the marketing, maintaining the Charitable Gift Annuity program and managing the estate administration staff.
-
-
Planned Giving Specialist
-
Mar 2018 - Apr 2019
Responsible for maintaining the gift annuity program with 4,000+ gift annuity contracts. Work with fiduciaries to complete the beneficiary designation process, securing funds donated to the agency in a donor's will.
-
-
Annual Giving Campaign Specialist
-
Jun 2014 - Mar 2018
Help ensure quality control for call campaigns, including preparation of and verification of data file orders, coding and project documentation. Maintain records for all mailings including expenses, response gifts and analysis of revenue. I also collaborate frequently with members from Graphic Services, Editorial and Data Analytics during the internal creative process.
-
-
Consultant
-
Apr 2013 - Jun 2014
Developing and testing forms and training materials for new operational forms to be launched and utilized in the field. Using programs such as SharePoint, SpiraTest, InfoPath and Articulate
-
-
Intern
-
Sep 2012 - Apr 2013
Collaborated on projects within the Management and Policy Information Department - collection and analyzation of quarterly results; editing and updating of policies used in the field; editing and formatting of Food Assistance Commodity Manuals and Supply Chain Manuals.
-
Peace Corps
-
Cauldwell, Hanover, Jamaica
-
Youth Literacy Advisor Volunteer
-
Mar 2009 - May 2011
-
Cauldwell, Hanover, Jamaica
- literacy specialist - Pell River Primary School- re-organized school library- updated school records- organizer and leader of school field trips- helped weekly at St. Anthony's soup kitchen- facilitator of local adult literacy/math classes- member of the Hanover Rotaract- individual tutoring/homework help
-
-
Education
-
Marquette University
B.A., Social Welfare and Justice minor in Criminology -
University of Maryland School of Social Work
Master of Social Work (MSW)
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Nonprofit Organization Management”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community