As the Association's Major Gift Officer (MGO), I maintain a donor portfolio of 117 major donors with individual giving capacity of $10,000 and above annually. I regularly qualify prospective mid-level donors ($1,200-$9,999) who have capacity and inclination to give a major gift to the organization. I maintain close relationships with donors to keep them engaged and active in the stewardship cycle through contact that includes personal visits, phone calls, video conference calls, and regular mailings. Work with program leads to brainstorm possible fundraising campaigns. I assist with annual events as they relate to cultivating potential and existing major donors- i.e. General Assembly and President's Council annual meetings. Additionally, I travel with the President of the Association and the Director of Stewardship and Development for donor visits and congregational visits. Some of my additional duties include serving as a member of the Association's Scholarship Committee which distributes scholarships for seminarians and aspirants working towards a Master in Divinity degree. I manage the Reverend Chuck Thomas Scholarship Committee, which is a five person committee that awards one annual theological scholarship of $25,000. Part of my duties within assisting on the scholarship committee is to create the Scholarship Annual Reports for this group of donors.

I worked towards creating a healthy and engaged congregation by seeing to to the care and development of members throughout the entire membership cycle. I cultivated relationships with members, pledging friends, and associates of the congregation. I provided administrative support to our small group ministries program, and led the membership and stewardship committees. I tracked giving data and used it to tailor my communication efforts to our members and strategically plan fundraising campaigns. I planned and executed the annual stewardship campaign, and various small and large fundraising events throughout each program year. I provided regular reports on membership and stewardship data to the Senior Minister, Board of Trustees, and the Finance Committee. I led three membership classes annually and group facilitator training sessions with the ministers. I communicated regularly with the larger congregation via social media, blogs, and monthly newsletter articles on topics related to stewardship and congregational life. I worked with the staff and volunteers from our music, religious education program, and social justice ministry in the execution of various events and initiatives to help foster personal relationships and connections to our mission and Unitarian Universalism.

I supervised a team of three Family Engagement Advocates, one assistant, and two Social Workers within four head start centers. I conducted regular coaching meetings with staff to promote high quality interactions with families served within the program. I used enrollment data to assess trends and develop focus areas for recruitment. I also used data to assess trends within my centers' zones and identify areas for differentiated professional development. With my partner, I developed the Family Services training tools for the Wisconsin Pyramid Model. I worked with staff and program leadership to establish community partnerships. I regularly participated in delegate and community leadership activities to promote professional growth and collaboration within cross teams.

I managed the company's VA Deferral Program, which was a financial assistance program for 200+ Veterans and families to defer a portion of their monthly bill during their VA application period. I conducted outreach for the program within the assisted living communities. I organized monthly trainings for field staff on VA laws. I advocated for VA claim beneficiaries and conducted regular follow-up with the VA on individual claims. I reviewed appropriate documentation including financial, medical, credit, and military information to determine eligibility for VA Deferred Payment Program. I provided regular reports to Senior Leadership staff on status of program participants.

I examined pertinent military and medical evidence to make a disability, and/or death rating determination relative to a claim. I completed the required rating decisions for assigned claims in a timely manner. I drafted the Rating Decisions which outlined the basis of my decision, the evidence used in making my decision, and appeal rights as they relate to the veteran's or surviving family's claims.

I planned and organized domestic and international travel arrangements for Senate staff. I organized and maintained electronic and paper file systems for community resources. I provided customer service to constituents in relation to city and state laws, ordinances and regulations. I managed the schedule of the Senator and Chief of Staff. I attended community meetings on behalf of Senator. I conducted a research project and presented a report on asset development in the City of Milwaukee and how it relates to the welfare of citizens and community development to the Jerry E. Kleczka program members.