Rob Locke
Director of Fund Development at Kerby Centre- Claim this Profile
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Bio
Edward Gordon
Rob Is an experienced fundraiser, planner and volunteer manager. His stewardship as the 86th president of the Kinsmen Club of Calgary was instrumental for the significant changes the club experienced as it moved from a simple non-profit towards a foundation and board governance model.
Melody Song, 宋倩 MA CFRE
A combined experience in financial planning and fund development gives Rob a unique edge in gift planning - an essential skill in today's non-profit world. Rob also has the personality that helps him to cultivate long-term relationships with donors and stakeholders. Above all, he is a great colleague and team player.
Edward Gordon
Rob Is an experienced fundraiser, planner and volunteer manager. His stewardship as the 86th president of the Kinsmen Club of Calgary was instrumental for the significant changes the club experienced as it moved from a simple non-profit towards a foundation and board governance model.
Melody Song, 宋倩 MA CFRE
A combined experience in financial planning and fund development gives Rob a unique edge in gift planning - an essential skill in today's non-profit world. Rob also has the personality that helps him to cultivate long-term relationships with donors and stakeholders. Above all, he is a great colleague and team player.
Edward Gordon
Rob Is an experienced fundraiser, planner and volunteer manager. His stewardship as the 86th president of the Kinsmen Club of Calgary was instrumental for the significant changes the club experienced as it moved from a simple non-profit towards a foundation and board governance model.
Melody Song, 宋倩 MA CFRE
A combined experience in financial planning and fund development gives Rob a unique edge in gift planning - an essential skill in today's non-profit world. Rob also has the personality that helps him to cultivate long-term relationships with donors and stakeholders. Above all, he is a great colleague and team player.
Edward Gordon
Rob Is an experienced fundraiser, planner and volunteer manager. His stewardship as the 86th president of the Kinsmen Club of Calgary was instrumental for the significant changes the club experienced as it moved from a simple non-profit towards a foundation and board governance model.
Melody Song, 宋倩 MA CFRE
A combined experience in financial planning and fund development gives Rob a unique edge in gift planning - an essential skill in today's non-profit world. Rob also has the personality that helps him to cultivate long-term relationships with donors and stakeholders. Above all, he is a great colleague and team player.
Experience
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Kerby Centre
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Canada
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Non-profit Organizations
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1 - 100 Employee
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Director of Fund Development
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Oct 2014 - Present
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Kinsmen Club of Calgary
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Canada
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Philanthropy
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Member
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2007 - Jan 2022
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Community Volunteer
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2010 - 2018
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Chair
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May 2013 - Sep 2017
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Habitat for Humanity Southern Alberta
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Canada
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Non-profit Organizations
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1 - 100 Employee
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Fund Development Officer
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Sep 2013 - Oct 2014
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Calgary Zoo
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Canada
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Non-profit Organizations
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100 - 200 Employee
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Senior Officer, Planned Giving
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Oct 2006 - Jul 2013
- Responsible for all strategic and tactical decisions and initiatives for the Calgary Zoo's planned giving program.- Built and maintained ongoing relationships with donors through strategic and effective identification, cultivation, solicitation and stewardship.- Planned and executed strategic special events for planned giving and major gift donors. - Responsible for all strategic and tactical decisions and initiatives for the Calgary Zoo's planned giving program.- Built and maintained ongoing relationships with donors through strategic and effective identification, cultivation, solicitation and stewardship.- Planned and executed strategic special events for planned giving and major gift donors.
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Scotiabank
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Canada
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Banking
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700 & Above Employee
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Financial Advisor
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Jan 2006 - Oct 2006
- Responsible for the management and growth of our high value clients and investment portfolios.- Thorough knowledge of investments, pension transfers, estates, trusts and wills.- Responsible for wealth accumulation, investment, retirement and estate planning.
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Business Account Manager
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Jul 2001 - Jan 2006
- Responsible for the management and growth of the business portfolio;- Conducted thorough evaluations of credit applications, prepared and directed the preparation of comprehensive credit presentations;- Experienced in business plans, forecasting, strategic planning and financial reporting;- Thorough knowledge of sole proprietorships, partnerships and corporations;
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Senior Personal Banking Officer
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Sep 1998 - Jul 2001
- Provided budgeting, credit counselling, debt consolidations, and mortgage financing;- Provided in branch investment seminars for staff and customers- Needs based selling of investments and banking products
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Manager Customer Service
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Nov 1989 - Sep 1998
- Conducted branch and department meetings;- Responsible for branch operations and human resource management;- Evaluated staff for performance reviews, promotions and salary administration;- Staff planning, recruiting and hiring- Lending and investment compliance reviews, adherence to security procedures;
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Community
