Director of Donor Engagement

• Sep 2020 - Present

• As a senior leader on the Donor Impact Team, collaborate with the Chief Growth Officer and other Directors on the creation and implementation of comprehensive fundraising strategies, budgeting and team creation and management to support fundraising growth. • Responsible for generating $4 million and overseeing stewardship for more than $12 million in funding annually toward revenue goals. • Lead the Donor Engagement Team of 5 staff in facilitating an experience that reflects “best in class” donor operations including data integration, data hygiene and systems and platforms that support the donor journey and proactively seek and implement emerging best fundraising practices. • Create and execute fundraising strategies that can be scaled to acquire new donors and support the donor lifecycle for onboarding, retention, upgrading of new and current donors and re-engagement of lapsed donors. • Establish and evaluate processes and procedures to measure the effectiveness of the Donor Engagement Lifecycle including key metrics and analytics related to donor giving, participation, preferences and communications. • Collaborate and coordinate the implementation of a mid-level donor cultivation plan with the Major Gifts Team. • Partner with the Communication and Creative Teams on key campaigns, storytelling initiatives and opportunities with a key call to action to give. • Create and implement internal systems and processes for stewardship of donors and fundraising strategies to recognize, engage and invite participation in recurring giving and planned giving to grow supporters and revenue. • Analyze audience engagement and use findings and insights to inform and strengthen initiatives. • Oversee donor engagement communication and brand awareness strategies including presence at events, peer-to-peer fundraising, merchandise store, and the creation of virtual and in-person events. • Work with Global Programs teams to identify opportunities to communicate impact to donors.

Managing Director, Strategic Integration

• Apr 2013 - Aug 2020

• Spearheaded association‐wide initiate to strengthen integration in support of a stronger member experience for the recognized professional association for the financial planning community. • As part of leadership team, determined organizational strategic priorities and developed business plans in support of goals. • Nurtured collaborative relationships with members, Board of Directors, volunteer leaders, chapters and staff to understand trending issues and identify opportunities to ensure the organization is unified in its mission and messaging. • Managed staff responsible for community engagement, chapter engagement, centralization of staffing and diversity and inclusion as well as outside consultants. • Staff liaison to Transition Task Force and Advisory Council comprised of Board members and volunteer leaders introducing participatory governance to organization. • Provided guidance and training to national network of 86 local chapters. • Developed localized membership marketing strategies to drive recruitment and retention. • Represented FPA through the development and delivery of presentations to key stakeholders. • Previously, as Membership Team Leader, grew, engaged and retained membership generating the largest source of revenue for the association ‐ $6.8 million annually. • Proactively sought to understand member challenges and needs to ensure FPA is serving as their expert resource through loyalty research and demographics. • Benchmarked and analyzed member response using key metrics to identify trends and pivot toward on‐going innovation. • Evaluated/enhanced membership benefits and experience to maximize value proposition. • Accomplishments included membership at its largest since 2011, its greatest retention since 2008 and retention for FPA’s target constituents, CFP® professionals, increased by 5%. Also, led organization through its first dues increase in 8 years. • During tenure, led marketing team.

Corporate Citizenship Representative

• Aug 2011 - Mar 2013

• Strategically managed largest employee engagement effort for electric and natural gas energy company's enterprise‐wide workplace giving campaign spanning eight states and 11,000 employees generating more than $5 million in community support annually. • Conducted research on corporate giving which provided insights about donor groups and informed a targeted donor strategy. • Campaign met overall employee participation and management goals while also realizing increases in dollars contributed and monies raised by campaign events. • Campaign required nimble and flexible project management with an emphasis on response analysis, targeting opportunities for employee engagement, helping donors achieve their giving goals, acknowledging donors and supporting volunteers throughout the company. • Additionally developed and implemented corporate social responsibility communication plans that enhanced and supported Xcel Energy's corporate giving initiatives internally and externally.

Senior Director of Marketing

• Jan 2007 - Jul 2011

• Created and led international and localized marketing and fundraising initiatives generating $3 million annually for largest industry related volunteer organization in the telecommunications sector whose grassroots volunteerism had measurable impact improving communities and raising the profiles for represented companies including Verizon and AT&T. • Delivered localized, internal and external communication strategies focused on corporate social responsibility and employee engagement. • Created turnkey templates, scripts, presentations, community events, and marketing collateral in support of the association’s 82 chapters. • Generated additional revenue sources including sponsorships. • Worked with affinity partners to create and implement customized marketing and cause marketing campaigns aimed at growing market share among membership of 650,000. • Created member benefits, new member cultivation and recruitment strategies focused on growing membership base including online tools and resources. • Initiated additional strategies in support of program growth, promotion and cultivation opportunities including events and social media for member involvement and training for chapter leadership. • Negotiated contracts, executed production (content and scripting) and oversaw event management team for annual conference of international chapter leadership. • Oversaw all database marketing and fundraising initiatives including creative development and approval, segmentation strategies, campaign reporting and analysis and managing outside vendor partners to agreed‐upon deadlines. • Wrote organizational communications and publications in addition to managing website content and driving social media participation. • Supervised Marketing and Customer Service team members.

Account Supervisor

• Jul 2004 - Dec 2006

• As team member for the recognized leader in the membership marketing field, provided expert guidance on growing and retaining membership to associations and nonprofits through strategic thinking, in-depth research, and proven programs. • Delivered strategies that helped clients and their chapters grow revenue and visibility through increased membership, product sales, and event attendance. • Developed creative briefs, wrote copy and led projects through production to delivery and results analysis. • Contributed to business development by identifying new clients and negotiating contract renewals selling products and services. • Supervised Account Management team.

Director, Direct Marketing & Professional Membership

• Jul 2000 - Jul 2004

• As senior staff member for only nonprofit dedicated to animal and child welfare, developed integrated and comprehensive direct marketing fund development and professional membership programs for national organization. • Successfully executed strategies that engaged the public’s support of organization’s mission while marketing professional development programs that built membership. • Raised $3.3 million in unrestricted support from new and current supporters through the active management of 200,000+ donor/prospect database. • Planned promotional appeals, developing segmentation for acquisition, upgrading and retention through the use of print, telemarketing and email. • Managed outside vendor partnerships and actively sought competitive pricing through annual RFP process. • Performed cost-benefits analysis to ensure benefits met members' needs and maximized resources in service of members. • During tenure, participated in brand relaunch, served as leader on web site redesign and re‐ launch, developed new donor quarterly newsletter and monthly giving program. • Supervised team members responsible for workplace giving and planned giving.

Communication, marketing, fundraising, corporate giving, capital campaigns & membership roles for:

• 1990 - 2000