Cultivates and solicits supporters for gifts of $1K+Manages a team of two (Planned Giving Officer and Philanthropy Associate)Creates copy and marketing for gifts of securities and other noncash assets in partnership with direct mail and digital fundraising teamsImplemented a formal process to qualify our 800+ mid- and major-level supporters for relationship management

Increased overall bequest commitments by 46%Actively stewarded Shared Earth Society (SES)Provided administration for $950K in bequest revenue, and $50K in charitable gift annuities Created copy and marketing for planned giving vehicles in partnership with direct mail and digital fundraising teamsDeveloped and implemented formal processes in Raisers’ Edge focused on improved tracking on commitment details, and Action Tracks for personalized and consistent SES stewardship and timely bequest inquiry touchpointsManaged relationships with consultants at FreeWill, MarketSmart, and the Sharpe Group

Formalized cultivation and stewardship process to improve donor and prospect engagementLaunched bi-annual Open House of the National Human Trafficking HotlineStrategic lead and project manager for annual meeting for major gift donors; increased attendance from 40 to 100 in first year as leadManaged Direct Marketing Manager with a focus on donor experience, consistent messaging, and strategic collaboration

Operations lead for organization-wide planned giving goal setting, and department reporting. Strategic planner for gift planning leadership retreats.Collaborative partner for our fundraising and administrative teams.

In addition to the responsibilities of the Gift Planning Manager role, I lead an ​incredible team of Gift Planning Associates and Gift Planning Admin. Assistants, and I am the go-to for many of our Blackbaud CRM procedural questions and our planned giving telemarketing program.

Responsible for coordinating the planned gift prospect tracking process for Gift Planning fundraisers. Manages Gift Planning pipeline report, and fundraiser activity measures. Manages two staff responsible for distribution of planned gift inquiries, and administrative support.Coordinates year-end life-income call and letter program and telemarketing programs.

Supported a team of planned giving fundraisers in the Western United States by preparing and sending proposals, correspondence, and acknowledgments. Processed a high volume of bequests and irrevocable gifts funded with a variety of asset types.

My role as philanthropy assistant has grown to coordinator, with the added responsibilities of a trustee liason. I plan and execute our board meetings across Missouri. I am also re-vamping our donor stewardship process.

comprehensive donor database management; event planning & management; donor and prospect research; digital marketing

As the administrative associate, I provide clerical support to the Executive Director and Program Directors. I am also involved in planning our annual carnival, and supervising both clerical assistants and volunteers.I have taken on a new role in human resources that includes volunteer and personnel record maintenance, interviewing, and working with the State of Missouri to comply with all their contract agency personnel requirements. In addition, I am creating policies and procedures to formalize HR's role at Children's Home Society.

Prepared client funds for disbursement for new construction and rehabs, including collection of required lien waivers and assorted documentation. Strong customer service role.

Responsible for floor design and presentation, as well as consistently surpassing sales and credit card application goals.