Planned Giving Consultant

• May 2022 - Present

Senior Advisor, Major Gifts and Planned Giving

• Apr 2022 - Present

Senior Development Officer, Planned Giving

• Nov 2020 - Mar 2022

In consultation with the Director, developed and executed strategic plans for engaging identified planned giving donors and prospects through visits, calls, events to achieve the highest level of support from all donors across Canada, through confirmed estate gifts and current or deferred complex types of gifts Provided a timely, thoughtful and professional response to all inquiries received by phone, direct mail, emails, surveys etc. Develop a follow-up plan, implement relationship management strategies and timetables for both prospects and donors Worked in collaboration with the Marketing and Direct Response teams to research ideas, opportunities to promote planned giving and to identify new donors. Developed proposals and manage approved projects. Contribute to the development of new or established initiatives through all others communication channels Supported the execution of Planned Giving events and attend other major donors/campaign events. Cultivate and steward relationships with attendees Contributed expertise in the estate administration by supporting the management of estate files to guarantee the receipt of the due amount of funds in a timely matter Worked with the Planned Giving coordinator to ensure the maintenance of the Raiser’s Edge database for all assigned prospects and donors including records inputting, updating, reporting and moves management actions tracking Collaborated with National and Regional development staff and other NCC staff in developing funding proposals, gift agreements, and provide support on planning complex estate gifts Led the organizations partnership in CAGP's national Will Power campaign - organizing the use of social media and e-marketing to prompt donors to use resources on Will Power website Show less

Associate, Planned Giving

• Aug 2018 - Jun 2020

Reported to the Senior Manager, Planned Giving, this position was accountable for building and managing long-term relationships with donors leading to a significant increase in long-term revenue in support of the Plan Canada's strategic priorities.

Acting Manager, Planned Giving

• Mar 2018 - Jul 2018

Oversaw Planned Giving digital and direct mail marketing activities and donor stewardship while the team's vacancies were being filled.

Estate Administrator

• Jul 2016 - Mar 2018

Maintained the administration of files for estates (150 annually), endowments, gifts of securities and insuranceCollaborated with all development staff on planned giving matters; assist in identifying, contacting, qualifying and cultivating prospective donors and donor groupsTracked, monitored and reported on Planned Giving campaigns, providing insights to optimize givingManaged the tracking of actions and donors within the database (Black Baud CRM)Acted as the first point of contact for our donor care team if they receive escalated complaints or inquiries Show less

Coordinator, Planned Giving

• Nov 2015 - Jun 2016

Coordinate the day-to-day administration of the PG program, track projects and ensure support to the senior team; notify moves managers of receipt of Gift of stock; timely response to all requests for information received by phone, direct mail appeals, emails, surveys, website; ensure maintenance of all prospects and donor records in Black Baud, CRM

Classroom Manager

• Sep 2011 - May 2016

Helped to operate a dynamic corporate Kumon franchise working alongside the instructor to organize center activities, maintain a safe and motivating learning environment and create student specific curricula. Early Learner/Primary Instruction: Working efficiently and effectively with one or two younger or new Kumon students at a time to provide instruction through utilization of the Kumon Method and worksheets Ensure proper study habits and work skills are being developed and train the students in center routine Individualizing strategies for student development based on student goals and communication with Instructor On-going assessment of student skills development Work closely with Instructor to develop and understand lesson plan and goals for each student in order to properly administer instruction individually Grading: Grading of student classwork, homework, and corrections and organizing of Student worksheets Ensuring Student classwork is completed and corrected to 100% Assessing oral reading ability with reading students and providing necessary feedback Provide assistance/guidance to students, as needed, adhering to Kumon Method standards and center procedures Provide Instructor with written or verbal feedback, as needed, based on student observations and/or student performance on worksheets Work with other grading assistants to create a balanced workload to ensure grading is completed before the end of class Show less

Administrative Representative

• Nov 2014 - Jan 2015

Managed and updated donor and prospect files Updated monthly packages through telemarketing per performance season Managed and updated donor and prospect files Updated monthly packages through telemarketing per performance season