Katherine Smart
Gift Planning Consultant at Abundance Canada- Claim this Profile
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Bio
Ochelle Baller
Advisor. Coach. Affirmer. Katherine plays these vital roles in our mentor and mentee relationship. Coming from a different sector and without formal educational background, her knowledge and experience helped me undertake the creation of the position I hold. She actively listens and always offers support and guidance in my work-related projects and professional development. Her frequent encouraging comments and emails, mentioning little things she noticed I was doing well, empowered me to advance my professional growth. Katherine's reminder of the need for a healthy work-life is very valuable to me. It shows how she truly cares for my overall well-being.
Karen A.
I’ve volunteered with Katherine as a director on the Fraser Valley Estate Planning Council. Katherine is an absolute asset to the FVEPC team. She is very knowledgeable, detailed, and she is always the first one to step up when something needs to be done. Katherine’s strong leadership skills and ability to navigate through complicated problems and provide solutions in a short period of time is commendable. For example, Katherine spear headed organizing our 25th anniversary event where she went above and beyond by contacting previous alumni members, designing our newly branded thank you cards and promotional banner, developing the agenda and speaking notes for the event. Although she could not attend the event as she was out of province, Katherine took all the steps to ensure the event was a huge success. Katherine is also a team player who is always willing to help other individuals. Katherine’s personality, leadership skills, and hard work ethic is what made volunteering for me fun and enjoyable. The best part to working with Katherine was her kind heart and her ability to do everything with purpose which motivated others to follow.
Ochelle Baller
Advisor. Coach. Affirmer. Katherine plays these vital roles in our mentor and mentee relationship. Coming from a different sector and without formal educational background, her knowledge and experience helped me undertake the creation of the position I hold. She actively listens and always offers support and guidance in my work-related projects and professional development. Her frequent encouraging comments and emails, mentioning little things she noticed I was doing well, empowered me to advance my professional growth. Katherine's reminder of the need for a healthy work-life is very valuable to me. It shows how she truly cares for my overall well-being.
Karen A.
I’ve volunteered with Katherine as a director on the Fraser Valley Estate Planning Council. Katherine is an absolute asset to the FVEPC team. She is very knowledgeable, detailed, and she is always the first one to step up when something needs to be done. Katherine’s strong leadership skills and ability to navigate through complicated problems and provide solutions in a short period of time is commendable. For example, Katherine spear headed organizing our 25th anniversary event where she went above and beyond by contacting previous alumni members, designing our newly branded thank you cards and promotional banner, developing the agenda and speaking notes for the event. Although she could not attend the event as she was out of province, Katherine took all the steps to ensure the event was a huge success. Katherine is also a team player who is always willing to help other individuals. Katherine’s personality, leadership skills, and hard work ethic is what made volunteering for me fun and enjoyable. The best part to working with Katherine was her kind heart and her ability to do everything with purpose which motivated others to follow.
Ochelle Baller
Advisor. Coach. Affirmer. Katherine plays these vital roles in our mentor and mentee relationship. Coming from a different sector and without formal educational background, her knowledge and experience helped me undertake the creation of the position I hold. She actively listens and always offers support and guidance in my work-related projects and professional development. Her frequent encouraging comments and emails, mentioning little things she noticed I was doing well, empowered me to advance my professional growth. Katherine's reminder of the need for a healthy work-life is very valuable to me. It shows how she truly cares for my overall well-being.
Karen A.
I’ve volunteered with Katherine as a director on the Fraser Valley Estate Planning Council. Katherine is an absolute asset to the FVEPC team. She is very knowledgeable, detailed, and she is always the first one to step up when something needs to be done. Katherine’s strong leadership skills and ability to navigate through complicated problems and provide solutions in a short period of time is commendable. For example, Katherine spear headed organizing our 25th anniversary event where she went above and beyond by contacting previous alumni members, designing our newly branded thank you cards and promotional banner, developing the agenda and speaking notes for the event. Although she could not attend the event as she was out of province, Katherine took all the steps to ensure the event was a huge success. Katherine is also a team player who is always willing to help other individuals. Katherine’s personality, leadership skills, and hard work ethic is what made volunteering for me fun and enjoyable. The best part to working with Katherine was her kind heart and her ability to do everything with purpose which motivated others to follow.
Ochelle Baller
Advisor. Coach. Affirmer. Katherine plays these vital roles in our mentor and mentee relationship. Coming from a different sector and without formal educational background, her knowledge and experience helped me undertake the creation of the position I hold. She actively listens and always offers support and guidance in my work-related projects and professional development. Her frequent encouraging comments and emails, mentioning little things she noticed I was doing well, empowered me to advance my professional growth. Katherine's reminder of the need for a healthy work-life is very valuable to me. It shows how she truly cares for my overall well-being.
Karen A.
I’ve volunteered with Katherine as a director on the Fraser Valley Estate Planning Council. Katherine is an absolute asset to the FVEPC team. She is very knowledgeable, detailed, and she is always the first one to step up when something needs to be done. Katherine’s strong leadership skills and ability to navigate through complicated problems and provide solutions in a short period of time is commendable. For example, Katherine spear headed organizing our 25th anniversary event where she went above and beyond by contacting previous alumni members, designing our newly branded thank you cards and promotional banner, developing the agenda and speaking notes for the event. Although she could not attend the event as she was out of province, Katherine took all the steps to ensure the event was a huge success. Katherine is also a team player who is always willing to help other individuals. Katherine’s personality, leadership skills, and hard work ethic is what made volunteering for me fun and enjoyable. The best part to working with Katherine was her kind heart and her ability to do everything with purpose which motivated others to follow.
Experience
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Abundance Canada
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Canada
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Philanthropic Fundraising Services
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1 - 100 Employee
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Gift Planning Consultant
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Nov 2020 - Present
- Design Generosity Plans that are specific and customized to the donor's philanthropic goals - Steward donor relations, upholding a standard of service excellence - Strategically interact with potential donors, to educate & inspire philanthropic engagement - Cultivate & develop relationships with professional advisors and other key influencers - Design Generosity Plans that are specific and customized to the donor's philanthropic goals - Steward donor relations, upholding a standard of service excellence - Strategically interact with potential donors, to educate & inspire philanthropic engagement - Cultivate & develop relationships with professional advisors and other key influencers
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4-H Ontario
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Canada
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Education Administration Programs
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1 - 100 Employee
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Manager, Corporate Giving & Philanthropy
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Jun 2015 - Oct 2020
- Managed Fund Development across the province of Ontario, raising $2.5Mil - Created Campaign Strategy for Annual, Major & Legacy Giving Campaigns - "4-H Forever" - Developed and launched first Digital Campaign, "Moving 4 Ward" - Established TSC Partnership - annual "4-H Days" Giving at the Til Campaigns at 49 TSC Stores - Managed Fund Development across the province of Ontario, raising $2.5Mil - Created Campaign Strategy for Annual, Major & Legacy Giving Campaigns - "4-H Forever" - Developed and launched first Digital Campaign, "Moving 4 Ward" - Established TSC Partnership - annual "4-H Days" Giving at the Til Campaigns at 49 TSC Stores
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Revera Inc.
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Canada
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Hospitality
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700 & Above Employee
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Lifestyle Consultant (Marketing & Sales)
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Feb 2012 - Nov 2014
- Developed and implemented the annual sales and marketing plan for Stone Lodge - Exceeded budgeted occupancy and revenue targets in Qtr 1, 2 & 3 - Relationship management, cultivated potential residents by hosting for meals & activities - Developed and implemented the annual sales and marketing plan for Stone Lodge - Exceeded budgeted occupancy and revenue targets in Qtr 1, 2 & 3 - Relationship management, cultivated potential residents by hosting for meals & activities
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Director of Development
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2010 - 2012
- Founding DoD, raised over $100k, Leanne's Haven Treatment Home & Encore Boutique & Cafe - Successful launch of the inaugural "Breakfast with our Mayor", event in Wilmot Township - Designed Kids' Hope Garden Tour Adventure event - Created Barrel of Love campaign, shipping 10 thousand lbs of clothing & hygiene items to Ghana - Founding DoD, raised over $100k, Leanne's Haven Treatment Home & Encore Boutique & Cafe - Successful launch of the inaugural "Breakfast with our Mayor", event in Wilmot Township - Designed Kids' Hope Garden Tour Adventure event - Created Barrel of Love campaign, shipping 10 thousand lbs of clothing & hygiene items to Ghana
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Habitat for Humanity Waterloo Region Inc.
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Non-profit Organizations
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1 - 100 Employee
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Director of Development
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Feb 2007 - Feb 2010
- Set Strategy for Annual, Major & Legacy Campaigns, raising $1.5Mil - Campaign targets met to realize 11 Habitat Homes built to support low income families - Planned & executed Skate with a Legend Event, hosting greats - Daryl Sittler & Jean Bellieveau - Set Strategy for Annual, Major & Legacy Campaigns, raising $1.5Mil - Campaign targets met to realize 11 Habitat Homes built to support low income families - Planned & executed Skate with a Legend Event, hosting greats - Daryl Sittler & Jean Bellieveau
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University of Guelph
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Canada
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Higher Education
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700 & Above Employee
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Sr. Development Manager, Alumni Affairs & Development
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2004 - 2005
- Designed the Grand Opening of the Science Complex - Achieved the Physics Observatory Fundraising Campaign, raising the final $7,000 - Engaged College of Biological and Physical & Engineering Science Alumni in local Alumni events in Ontario and conducted solicitation visits in the USA - Designed the Grand Opening of the Science Complex - Achieved the Physics Observatory Fundraising Campaign, raising the final $7,000 - Engaged College of Biological and Physical & Engineering Science Alumni in local Alumni events in Ontario and conducted solicitation visits in the USA
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KidsAbility Centre for Child Development
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Canada
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Hospitals and Health Care
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100 - 200 Employee
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Executive Director, Foundation
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1997 - 2003
- Founding Executive Director, who coined the Annual Campaign "Kid's Can't Wait", raising $3.8M - Facilitated the re-brand to KidsAbility (formerly known as the Rotary Children's Centre) - Created & launched Planned Giving Program to include recognition naming rights - In partnership with the Board of Directors and Campaign Cabinet, increased community profile and brand recognition - Founding Executive Director, who coined the Annual Campaign "Kid's Can't Wait", raising $3.8M - Facilitated the re-brand to KidsAbility (formerly known as the Rotary Children's Centre) - Created & launched Planned Giving Program to include recognition naming rights - In partnership with the Board of Directors and Campaign Cabinet, increased community profile and brand recognition
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Grand River Health Care
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Development Manager, Foundation
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1995 - 1997
- Campaign K-W ($22Mil) - Managed the Corporate Division to raise over $7Mil - Case for support - LBRP Suites for low risk births - Campaign K-W ($22Mil) - Managed the Corporate Division to raise over $7Mil - Case for support - LBRP Suites for low risk births
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United Way Waterloo Region Communities
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Canada
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Non-profit Organizations
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1 - 100 Employee
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Campaign Manager
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1993 - 1995
- Managed mid-size corporate campaigns - Revitalized lapsed accounts - Cultivated new corporate campaigns - Conducted corporate visits & presentations to encourage staff engagement - Managed mid-size corporate campaigns - Revitalized lapsed accounts - Cultivated new corporate campaigns - Conducted corporate visits & presentations to encourage staff engagement
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Heart & Stroke
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Canada
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Non-profit Organizations
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400 - 500 Employee
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Area Manager
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1991 - 1993
- Organized 2,000 volunteers to execute residential campaign in February "Heart Month" - Participated on the founding committee for the Manulife Bike for Heart Event - Managed fundraising activities in partnership with Board of Directors in Waterloo Region & Wellington County - Organized 2,000 volunteers to execute residential campaign in February "Heart Month" - Participated on the founding committee for the Manulife Bike for Heart Event - Managed fundraising activities in partnership with Board of Directors in Waterloo Region & Wellington County
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Education
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2002 - 2002
McGill University
Certificate, Philanthropic Quest -
1994 - 1994
University of Waterloo
Certificate, Advanced Fund Raising -
1992 - 1993
Conestoga College
Certificate, Volunteer Management Program -
1987 - 1987
York University
Certificate, Marketing and Public Relations, -
2007 -
Community Leadership Program, Waterloo Region
Certificate, Leadership Waterloo Region
Community
