Documenting Raiser's Edge and Advancement Services procedures including procedures to complete the Volunteer Survey of Education national survey.

In my role as The Director of Advancement Services & Annual Giving, I held concurrent responsibility over Advancement Services, annual fund, and fundraising, while simultaneously developing positive rapport with major gift officers and key stakeholders. I was charged with setting the strategic direction, mission, vision, budget, and operational plan of the entire department. I also overseen the performance of the Donor Relations Coordinator, Database Coordinator, Gift Entry Specialist… Show more In my role as The Director of Advancement Services & Annual Giving, I held concurrent responsibility over Advancement Services, annual fund, and fundraising, while simultaneously developing positive rapport with major gift officers and key stakeholders. I was charged with setting the strategic direction, mission, vision, budget, and operational plan of the entire department. I also overseen the performance of the Donor Relations Coordinator, Database Coordinator, Gift Entry Specialist, work-study students, and 25+ students during phonathon. To support greater transparency across College leadership, I routinely report on department progress, to include VSE annual report, real-time fundraising statistics, and annual report fundraising data. I also negotiate and approve department-level agreements, while remaining abreast of industry best practices and consistently analyzing current and emerging trends to meet department needs.Key Accomplishments:♦ Designed, implemented, and integrated Advancement Services model across College system.♦ Encourage positive working environment and motivate team to surpass established goals; FY 18-19 team exceeded 100 intermediate gift ($5K-$24,999) goal by receiving 133 gifts totaling $1.15M.♦ Introduce and evaluate strategic and tactical action plans to increase annual fundraising and received gifts; doubled annual donors goal (11.94% increase v. 5% goal), increased number of charitable gifts by 13.78%, and achieved 5% increase to dollars raised four out of five years. ♦ Execute significant campus events.♦ Entrusted to promote and establish a “culture of philanthropy” amongst faculty and staff; encouraged shift in culture shift, which resulted in $10K increase during second annual “Giving Week”.♦ Spearheaded consolidation of three separate campus databases into one Raiser’s Edge database. ♦ Championed implementation of Academic Works and GiveCampus systems for streamlined operations. Show less

As the Director of Development for Annual Giving, I led the annual giving campaign, which included program and fundraising strategies. To ensure campaign success, I consistently assessed statistics and areas of opportunity to develop new donor relationships and major gift prospects. I also hired, trained, scheduled, and supervised 25+ students who manned the annual phonathon and assisted with communication outreach. To streamline progression of office needs and strategy, I completed… Show more As the Director of Development for Annual Giving, I led the annual giving campaign, which included program and fundraising strategies. To ensure campaign success, I consistently assessed statistics and areas of opportunity to develop new donor relationships and major gift prospects. I also hired, trained, scheduled, and supervised 25+ students who manned the annual phonathon and assisted with communication outreach. To streamline progression of office needs and strategy, I completed back office functions, such as payroll. Key Accomplishments:♦ Led redesign and reorganization of Raise’s Edge database to enhance pledge tracking, payments, and gifts and generate precise reports. ♦ Successfully orchestrated, coordinated, and oversaw annual student phonathon; generated 40% credit card fulfillment during calls and 83% pledge fulfillment.♦ Instituted targeted use of social media to increase engagement and program awareness.♦ Hosted three-day crowdfunding campaign, which drove fundraising efforts. ♦ Administered Senior Class Gift project, faculty and staff campaign, and Parent Fundraising program. Show less

While serving at Purchase College, I was temporarily promoted to the Interim Alumni Director position. In that role, I oversaw the entirety of the Alumni Relations office and functions. I directed staff through building a strong alumni foundation and ease the transition of current student population into an active post-graduate network. I also set the office’s strategic direction and objectives to raise on-campus awareness of the alumni association and benefits. I also managed the Alumni… Show more While serving at Purchase College, I was temporarily promoted to the Interim Alumni Director position. In that role, I oversaw the entirety of the Alumni Relations office and functions. I directed staff through building a strong alumni foundation and ease the transition of current student population into an active post-graduate network. I also set the office’s strategic direction and objectives to raise on-campus awareness of the alumni association and benefits. I also managed the Alumni Association’s finances and budget tracking, event planning, and outreach communication. Key Accomplishments:♦ Acted on behalf of office on Family Day Committee, Alumni Association Board, and Parent Newsletter Committee.♦ Drove cultural transformation regarding Alumni Relations with current student, staff and faculty, and parents; engaged Institutional Advancement, Registrar’s Office, and Career Development departments to streamline communications and expand outreach.♦ Launched numerous successful events and communication initiatives; coordinated efforts for most successful Family Day Event in College history, created quarterly Parent Newsletter, and instituted use of College website, social media accounts, email, and print media to connect with alumni members.♦ Maintained positive vendor relationship with major insurance partner, Liberty Mutual. Show less

While with Kean University, I supervised the Annual Giving office, which included maintaining the office budget and financial reporting. In order to establish effective fundraising strategies, I analyzed vendor provided data segmentation and analysis reports. To ensure project profitability, I consistently reviewed financial reports. Key Accomplishments:♦ Spearheaded initiatives for increased awareness of annual fund across all constituent groups, including alumni, students… Show more While with Kean University, I supervised the Annual Giving office, which included maintaining the office budget and financial reporting. In order to establish effective fundraising strategies, I analyzed vendor provided data segmentation and analysis reports. To ensure project profitability, I consistently reviewed financial reports. Key Accomplishments:♦ Spearheaded initiatives for increased awareness of annual fund across all constituent groups, including alumni, students, parents, faculty and staff, and recent graduates.♦ Promoted high-levels of communication and participation by implementing parent association program. ♦ Presented at Freshman Orientation to drive fundraising, campus participation, and volunteering.♦ Managed numerous special projects and events; annual student phonathon, Senior Class Gift Program, Alumni 50th Reunion preparation and planning, and regional fundraising events. Show less