Experience

First Amendment Coalition

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Philanthropy Director

  • Jan 2023 - Present



Proven Fundraising Solutions

• United States

• Company Owner

  • Jan 2001 - Present

  As the owner and principal of Proven Fundraising Solutions (formerly Morgen Lloyd and Associates), I am responsible for leading overall sales initiatives, supervising teams of experienced professionals, and performing as the primary point of contact for clients. • Services delivered by Proven Fundraising Solutions: Strategic Planning, Fundraising Capacity Assessment, Feasibility Studies & Capital Campaigns, Board & Volunteer Fundraising Training, Major Donor Campaigns, Corporate Sponsorship Solicitation, Development of Legacy Programs, Institutional Grant Research & Writing, Direct Mail/Direct Response Program, Annual Campaign Design. • Representative Clients: American Lung Association, Sutter Lakeside Hospital, Mayer's Memorial Hospital, Youth Homes, Inc., Whistlestop, Audubon Canyon Ranch, Hanna Boys Center, Ruth's Table, Bethany, senior Center, Open Medicine Foundation, Social Advocates for Youth Key Accomplishments: • Conceptualized and orchestrated Capital Campaigns, including a successful "Campaign for a New Wing" for Mayers Memorial Hospital. • Delivered complimentary consultations for nonprofit organizations all across the nation and internationally. • Created hundreds of direct mail solicitations and established progressive donor recognition/donor retention programs to identify and cultivate major donor and legacy prospects. • Acquired funds valued at millions in large and small gifts/grants from individuals, family foundations, private institutions, and government agencies. • Contributed to developing multi-year strategic planning, formulated strategic and robust business plans, filed successful petitions for nonprofit status, submitted multiple IRS documents for clients, wrote by-laws, and completed Articles of Incorporation.



Open Medicine Foundation (OMF)

• United States
• Research Services
• 1 - 100 Employee

• Vice President of Philanthropy

  • Nov 2019 - Dec 2021

  Restructured aspects of staffing and introduced two full-time positions, redesigned all job descriptions, streamlined use of subcontractors, and managed seamless transitioning of team to fully remote-based structure. Played a pivotal role in policy/procedures development, including creation of OMF's first comprehensive development and communications budget, Annual Fundraising Planning, multiple campaigns, OMF's first actionable gift chart, donor prospecting plan, and progressive giving program. Dealt proactively with fundraising and communications portion of OMF's Strategic Plan while partnering with CEO/CFO. • Refined and interpreted complex and voluminous content into transparent, concise, and engaging communications. • Led company-wide Customer Relation Management (CRM) transition and refurbished three websites with key focus on communications and social media efforts to prioritize fundraising. • Authored successful million-dollar valued proposals for projects in research centers at Harvard and various universities along with accomplishing successful major gift asks.



Santa Rosa Symphony

• United States
• Hospital & Health Care
• 1 - 100 Employee

• Director of Development

  • Oct 2012 - Dec 2015

  Reconfigured and expanded department staffing as well as fostered strategic organization-wide partnerships. Defined development goals and set strategies for Strategic Plan, while collaborating with Board of Directors. Performed proactively on three board-level committees, Development, Legacy Giving, and Governance along with serving as liaison for all major donors. Introduced SRS's first Gift Acceptance Policy; subsequently adopted by Board of Directors in 2015. • Met and exceeded income targets for four consecutive years; raised $10M+ in contributed revenue since 2011. • Built ambitious three-year campaign of $4M value and spearheaded efforts to ultimately raise $4.15M+ in two years. • Gained multiple six-figure multi-year major gifts, composed philanthropy collateral materials, acquired Symphony's largest individual gift and largest estate gift, secured largest institutional grant, biggest corporate sponsorship from Viking Cruises, and arranged two record-breaking fundraising events within two years.