Experience

TGen - Part of City of Hope

• United States
• Biotechnology Research
• 200 - 300 Employee

• Executive Assistant to the Chief Development Officer

  • Jun 2022 - Present

  • Schedule & maintain a detailed calendar of appointments, meetings & travel itineraries. Coordinate related arrangements. Assist CDO in maintaining & keeping scheduled appointments, meetings, briefings, etc. • Plan, organize, and prioritize special projects (including donor meetings, development events, and site visits). • Compile, compute, summarize & analyze data for special reports. Independently prepare & distribute minutes of meetings. Initiate follow-up on items discussed in meetings. Initiate routine and some non-routine correspondence & memoranda. Draft correspondence for executive's final approval. • Serve as the CDO's administrative liaison and provide support to the TGen Foundation's Board of Directors. Arrange and handle all logistics for Board meetings and events: schedule meetings; draft agendas; develop, compile, and distribute presentation materials; record meeting minutes and adhere to compliance with applicable rules and regulations set in bylaws regarding Board matters. • Manage acknowledgment letter process; prepare donor acknowledgments and memorial notification letters on a daily basis ensuring accurate and timely receipt for all contributions. • Work in consultation with foundation prospect management to research and prepare information on prospects and donors including history, contact information, and relationships while tracking CDO interactions with donors on a regular basis. • Answer the Foundation's main phone line and direct phone calls as appropriate. Maintain office space functionality and coordinate with facilities management as appropriate. • Participate in TGen-City of Hope meetings and committees as requested. Show less



Scottsdale Arts

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

• Advancement Services Manager & Board Liaison

  • Mar 2019 - Jun 2022

  • Worked with the President & CEO, and the Director of Development to develop and implement stewardship strategies that strengthened long-term relationships with donors at various recognition levels.• Supported the President & CEO and Director of Development in stewardship of the Board. Prepared board member dues invoicing, donor stewardship packets, special donor recognition gifts, prospect and donor research, and board giving tracking and reporting.• Supported the Director of Development in development and distribution of progress reports to the President, senior management team, staff, committees, boards, and other stake holders as warranted.• Researched potential prospects, individual, corporate and foundation. Developed documentation from a variety of sources to assist in the determination of giving capacity and moves management. • Supported fund raising activities related to major gifts, planned gifts and corporate philanthropy, and participated in the cultivation of gift prospects as appropriate.• Ensured that details of stewardship plans were compiled and communicated to all involved parties, and that the plan was documented, implemented, and included in the moves management system. • Communicated with Chief Financial Officer to ensure accurate processing of gifts and to ensure financial integrity and accuracy. Responsible for tracking all endowments, and reporting earnings and award status to donors.• Worked with Director of Development and Tessitura Database Administrator to develop and maintain procedures manual for usage of Tessitura as it relates to the Development Department.• Handled all duties relative to processing, recording and acknowledging gifts in Tessitura. Tracked outstanding pledges and produced pledge reminder letters and reports as appropriate.• Coordinated stewardship information listed in organization-wide publications and on the website. Show less

• Executive Assistant & Board Liaison

  • Nov 2014 - Mar 2019

  • Supported the President & CEO, the CFO and the Senior Management Team on organizational projects including the strategic plan, management services agreement with the City of Scottsdale, and the annual report.• Supported the President & CEO, Chair of the Board of Trustees, and board committee chairs in preparing agendas, reserving and preparing facilities, taking and distributing minutes and posting open meeting notices.• Served as Recording Secretary to the officers of the board and board committee chairs including tracking proxy votes and quorums for meetings; assisting with reviewing, analyzing, and making recommendations for governance processes, practices, and committee charter reviews; and assisting with committee reports.• Led trustee on-boarding and facilitated board orientation materials in coordination with senior management team and key personnel. • Acted as main point of contact for board members on routine matters including donations, tickets, meeting planning, and committee reports.• Managed CEO and CFO calendars and meetings. Composed and handled C suite correspondence. • Supervised the maintenance of Scottsdale Arts web site including posting board of trustees and Advisory Boards’ meeting agendas, meetings, and clippings.• Organized and maintained corporate file system and other records, including corporate policies, and contracts. Acted as custodian of corporate documents and records.• Oversaw the Community Arts Grants program, including panel selection and orientation; promotion and collection of grant applications; proposal review process; public announcements; and applicant and grantee notifications. Show less



Thunderbird School of Global Management

• United States
• Higher Education
• 300 - 400 Employee

• Stewardship Coordinator

  • Sep 2009 - Oct 2014

  • Orchestrated donor recognition program for Campaign Thunderbird, Tower Restoration Project, Project Artemis, Thunderbird Annual Fund and donor-funded Scholarships.• Supervised initiatives for major fundraising campaigns including Tower Restoration Project and Project Artemis. Coordinated donor hospitality and recognition for high level gifts and over 2,900 donors overall.• Audited and communicated fund reports for 75 on-going donor funded scholarships totaling over $21mio. and Established stream-lined stewardship reporting system.• Member of the Thunderbird Executive Scholarship Committee as the representative from Institutional Advancement working together regularly with department heads to evaluate fund allocation.• Member of the Thunderbird Scholarship Committee as the representative of the donors reviewing scholarship applications including cover letters, resumes, and essays.• Active member of the Donor Accountability Committee along with Thunderbird’s CFO, Provost, and President’s Office to ensure major gifts disbursed following donors’ intent.Received Thunderbird's Guiding Principles Award for Impact (May 2012) Show less

• Executive Assistant

  • Jul 2007 - Sep 2009

  • Coordinated busy VP's daily calendar and travel itineraries, typically including 14 trips per year (4 International). Assisted in the coordination of travel itineraries for Associate VP, Major and Leadership Annual Gift Officers.• Drafted Major donor solicitations and invitations, alumni and speaker award/degree recognitions, and student recommendations for VP and Associate VP. Approved and ordered promotional gifts.• Assisted VP, Associate VP, Major and Leadership Annual Gift Officers raise $65M for Campaign Thunderbird. Managed VP call reports and follow-up activities.• Orchestrated an average of 5 high level intimate donor hosted dinners per year for 12 - 25 guests. Planned strategic seating for 100 - 150 guests at three Board of Trustees dinners per year and one Thunderbird Global Council dinner per year. Organized donor recognition and scholarship recipient events.• Coordinated and facilitated internal, external, and department meetings and conference calls.Nominated for Thunderbird's Distinguished Staff Achievement Award (2009) Show less



University of South Carolina

• United States
• Higher Education
• 700 & Above Employee

• Executive Assistant

  • Jul 2004 - Feb 2005

  • Coordinated Vice Chancellor’s daily calendar and travel itineraries. Assisted in the coordination of meetings, daily calendar and travel itineraries for Chancellor. Entrusted to prepare meeting minutes for Chancellor’s Council and Faculty Senate. Planned and catered annual faculty dinner.• Coordinated internal and external meetings and conference calls. • Audited and maintained faculty credentials, academic program curricula, accreditations, and articulation agreements. Updated and published annual academic catalog and bi-annual faculty handbook.• Assisted with creation of class and faculty schedules including degree program progression.• Drafted correspondence and prepared invoices for signature.• Compiled documentation and evidence for site visit of the Southern Association of Colleges and Schools Commission on Colleges. Show less

• Receptionist

  • Jul 2001 - Jul 2004

  • Answered incoming calls. Welcomed and assisted students and visitors. • Coordinated Academic Advisors’ calendars. Designed at a glance degree requirements checklist.• Guided students through admissions and enrollment processes. Customized • Assisted with bursar functions including ordering books and managing bookstore sales.• Monitored receipt and accuracy of Student Immunization and Citizenship Verification Forms and verified proof of identity. Issued I-20 immigration forms. Tracked expiration dates and ensured academic advisor's recommendation for program extension on file.• Prepared and presented orientation exercises. Instructed students on use of technology.• Assisted faculty with research and compilation of class materials. Created and proctored exams.• Responsible for maintaining confidential student academic record and faculty credential files.• Supported Director of Development with annual appeals and scholarship luncheon.• Aided Chancellor during weekly visits to campus. Selected to serve as Secretary to the Chair of the search committee for the position of Executive Vice Chancellor for Academic Affairs.• Compiled and reviewed Hospitality Management Program’s detailed information binder for substantive change accreditation site visit by the Southern Association of Colleges and Schools Commission on Colleges. Show less