Director of Annual Giving

• Aug 2023 - Present

Development Services Director

• Aug 2012 - Aug 2023

-- Functional administrator for fundraising technology platforms including Raiser's Edge/RE:NXT, GiveCampus, Mailchimp, and BB K-12. -- Coordinate and execute customized stewardship plans for approximately 80 donors to endowed and temporarily restricted funds. -- Provide technical training and support to alumni and development office colleagues. -- Work with counterparts across campus to coordinate data management projects affecting multiple departments. -- Provide detailed prospect… Show more -- Functional administrator for fundraising technology platforms including Raiser's Edge/RE:NXT, GiveCampus, Mailchimp, and BB K-12. -- Coordinate and execute customized stewardship plans for approximately 80 donors to endowed and temporarily restricted funds. -- Provide technical training and support to alumni and development office colleagues. -- Work with counterparts across campus to coordinate data management projects affecting multiple departments. -- Provide detailed prospect research and management of major and special gift prospects. -- Create, update, and disseminate process documentation. -- Provide lists, reports, and analysis of philanthropy and engagement. *Note: formal position title was Prospect Management and Stewardship Coordinator until June 2022; title change reflects increased responsibilities over time.

LinkedIn Talent Sourcing Coordinator

• Feb 2022 - May 2022

Working with human resources director, hiring and retention committee, and individual hiring managers, identified and connected qualified candidates with available job opportunities at USN.

Director of Advancement Services

• Sep 2011 - Sep 2012

Responsible for database administration, reporting, gift processing, donor stewardship, and prospect research and management in support of the alumni engagement and fundraising priorities of Semester at Sea. Prospect Research and Management • Working with the Director of Major Gifts and Vice President of Advancement, identified and developed strategies for major giving ($25,000+) prospects. • Provided in-depth biographical and financial profiles on prospective donors in support of… Show more Responsible for database administration, reporting, gift processing, donor stewardship, and prospect research and management in support of the alumni engagement and fundraising priorities of Semester at Sea. Prospect Research and Management • Working with the Director of Major Gifts and Vice President of Advancement, identified and developed strategies for major giving ($25,000+) prospects. • Provided in-depth biographical and financial profiles on prospective donors in support of travel and events. • Screened parents of new voyagers (3 times yearly) to identify top prospects and manage portfolio assignments. • Led regular prospect management meetings with all advancement staff members. • Wrote and executed gift agreements for gifts of $25,000 and above. Donor Stewardship and Gift Processing • Along with shipboard staff, gathered student narratives to share with major donors. • Created stewardship packages for named and expendable fund donors including endowment progress reports. • Oversaw gift acknowledgement process. • Supervised assistant director of gift processing. Technology, Database Administration, and Reporting • Functional administrator for Raiser’s Edge, providing direct oversight and training to end users as well as updates and maintenance of the database itself. • Developed and deployed queries, exports, and reports in support of annual giving, major giving, and overall advancement goals. Show less Responsible for database administration, reporting, gift processing, donor stewardship, and prospect research and management in support of the alumni engagement and fundraising priorities of Semester at Sea. Prospect Research and Management • Working with the Director of Major Gifts and Vice President of Advancement, identified and developed strategies for major giving ($25,000+) prospects. • Provided in-depth biographical and financial profiles on prospective donors in support of… Show more Responsible for database administration, reporting, gift processing, donor stewardship, and prospect research and management in support of the alumni engagement and fundraising priorities of Semester at Sea. Prospect Research and Management • Working with the Director of Major Gifts and Vice President of Advancement, identified and developed strategies for major giving ($25,000+) prospects. • Provided in-depth biographical and financial profiles on prospective donors in support of travel and events. • Screened parents of new voyagers (3 times yearly) to identify top prospects and manage portfolio assignments. • Led regular prospect management meetings with all advancement staff members. • Wrote and executed gift agreements for gifts of $25,000 and above. Donor Stewardship and Gift Processing • Along with shipboard staff, gathered student narratives to share with major donors. • Created stewardship packages for named and expendable fund donors including endowment progress reports. • Oversaw gift acknowledgement process. • Supervised assistant director of gift processing. Technology, Database Administration, and Reporting • Functional administrator for Raiser’s Edge, providing direct oversight and training to end users as well as updates and maintenance of the database itself. • Developed and deployed queries, exports, and reports in support of annual giving, major giving, and overall advancement goals. Show less

Director of Development

• Sep 2010 - Sep 2011

Principal development officer for private nonprofit corporation supporting the Charlottesville & University Symphony Orchestra (an ensemble sponsored by the University of Virginia). Responsible for all aspects of fundraising including annual fund, major giving, planned giving, prospect research, donor stewardship, special events, grant writing, and sales of advertising and sponsorships. Principal development officer for private nonprofit corporation supporting the Charlottesville & University Symphony Orchestra (an ensemble sponsored by the University of Virginia). Responsible for all aspects of fundraising including annual fund, major giving, planned giving, prospect research, donor stewardship, special events, grant writing, and sales of advertising and sponsorships.

Director of Advancement Services

• Jan 2006 - Sep 2010

Prospect Research and Management • Working with advancement officers, vice presidents, and the President of the College, identified and developed strategies for major giving ($25,000+) prospects. • Screened incoming parents to identify top prospects and manage portfolio assignments. • Led regular prospect management meetings with all advancement staff members. • Oversaw purchase and use of all electronic research resources and screening programs. • Supervised research… Show more Prospect Research and Management • Working with advancement officers, vice presidents, and the President of the College, identified and developed strategies for major giving ($25,000+) prospects. • Screened incoming parents to identify top prospects and manage portfolio assignments. • Led regular prospect management meetings with all advancement staff members. • Oversaw purchase and use of all electronic research resources and screening programs. • Supervised research analyst. Technology and Database Administration • Successfully managed all aspects of conversion from two legacy databases to Blackbaud’s Raiser’s Edge Enterprise; project was completed on time and within budget. • Served as functional administrator for Raiser’s Edge, overseeing all aspects of database maintenance and providing direct training at the user level. • Worked with IT department to create data updates and imports from central College database to Advancement database. Gift Processing and Data Maintenance • Collaborated with the Business Office on gift posting and reconciliation, basic reports, yearly audit, receivables report, and IRS 990 Schedule B. • Oversaw gift processing staff, policies, and procedures, ensuring the Advancement Office was compliant with CASE Reporting Standards and Management Guidelines. • Created reports for financial analysis, donor recognition, and campaign progress. Produced and submitted yearly Voluntary Support of Education report. • Supervised gift processor and data maintenance specialist.

Director of the Annual Fund

• Sep 2003 - Jan 2006

Created and deployed strategies for five Annual Fund programs raising $600,000+ yearly. Recruited, trained, and managed over 100 alumni volunteers to serve on class reunion committees. Personally solicited volunteers and leadership Annual Fund prospects. Planned and executed multiple events for alumni and leadership donors.

Assistant Director of the Annual Fund

• Jul 2001 - Sep 2003

Provided training and direct supervision for 30 student callers in the Lynchburg College Phonathon. Improved results by an average of 43% across all metrics (cash-in, contact rate, pledge fulfillment, and credit card gifts). Directly managed Senior Class Campaign volunteers. Developed direct mail themes, drafted correspondence, and coordinated mailings with outside mail house.