Experience

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  Pentera, Inc.

  • Boston, MA

  • Gift Planning Marketing Consultant

    • Jul 2013 - Present
    • Boston, MA
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  New York Life

  • Registered Representative

    • Aug 2010 - Jul 2013
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  WGBH Educational Foundation

  • Director of Endowment and Planned Giving

    • Sep 2008 - Aug 2009

    Director of Endowment and Planned Giving Developed and implemented a comprehensive planned giving program for promoting, cultivating and soliciting planned gifts in support of all areas of WGBH programmingIdentified, cultivated and solicited financial support from a portfolio of 200+ for planned ...

• 

  Joslin Diabetes Center

  • Senior Gift Planning Officer

    • 2005 - 2008

    Identified, cultivated and solicited a portfolio of 150+ planned and major gift donors/prospects, capable of making gifts of $50,000 or more, achieving $2M individual goal for each of three fiscal years, including securing a $3M CRUT, the first trust at Joslin since 1999Conducted personal solicit...

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  Boston Youth Moves

  • Volunteer

    • Jan 1997 - Mar 2007

    Board of Directors Collaborated on the creation of strategic plan to increase support at all levels

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  Habitat for Humanity Greater

  • Volunteer Grant Writer

    • Mar 2005 - Sep 2005

    Grant Writer, Development Committee, Foundation Coordinator Researched, wrote and developed successful grant proposals for affordable housing and community building initiativesResearched and wrote grant reports and acknowledgments; responsible for outreach and follow upStrategized with Chief Ope...

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  Children's Hospital Trust

  • Planned Giving Coordinator/Officer

    • Jan 1999 - Jan 2004

    Member of development team with shared responsibility for $50M annual goal; part of a five year comprehensive capital campaign; In collaboration with the Director of Planned Giving, identified, cultivated, solicited and stewarded planned giving prospects, achieving $3M annual department goalManag...