Christopher Martin Meneses Email & Phone Number

South Pasadena, Ca, Us

•Manage, train, and provide leadership and direction to the Gift and Records team, supporting all aspects of their work and outcomes, including gift and pledge processing, reporting, receipts, and acknowledgments.•Implement and lead master data management projects to enhance data integrity, accessibility, and usability across Advancement and Alumni Relations (AAR) functions, coordinating closely with Finance to support unified reporting and streamlined workflows.•Reconcile funds received with database financial reports, ensuring account/designation synchronization between AAR and the Finance Office.•Employ industry best practices to ensure accurate gift accounting and maintain compliance with regulatory and ethical standards.•Ensure donor intent is honored by developing and implementing clear coding and crediting protocols for all gifts, including planned gifts, stocks, gifts-in-kind, pledges, and pledge payments.•Oversee monthly reconciliation with the Finance Office to ensure financial alignment.•Ensure regulatory compliance in gift administration, meeting standards set by CASE, NACUBO, FASB, and IRS.•Produce ad hoc reports, statistical analyses, progress reports, and other data-driven insights on private support and donor information for various Caltech constituencies.•Track and report on performance metrics within AAR, monitoring progress against established objectives.•Coach and mentor team members, fostering skill development and empowering staff to take initiative in data management and process improvement projects.•Provide comprehensive donor reporting and insights to senior management

Pasadena, California

Pasadena, California

•Serve as the interface with the divisions, the Office of the Provost, Development & Institute Relations (DIR), and other Caltech academic/administrative offices to ensure all gift agreement related questions, concerns and conflicts are appropriately resolved and facilitated.•Serve as the DIR expert and advisor regarding gift agreements, policies and procedures.•Manage, write, and track gift agreements; working closely with development officers, Donor Services, and the Office of the Provost to ensure that the Institute can fulfill the responsibilities outlined in donor agreements, both from an acceptance and stewardship viewpoint•Utilize industry best-practices to account for all gift commitments and maintain regulatory and ethical practice compliance.•Manage the review and/or approval process for complex gift agreements and other gifts/proposals that require Institute review. Also serves as a resource to and advises Development fundraising staff on complex gift agreements.•Serve as the liaison to the Office of General Counsel to obtain their risk assessment, and feedback, on gift agreements where appropriate•Coordinate with academic units and the Office of the Provost to make certain all gift acceptances and/or donor agreements of $100K+ or those running over multiple years are vetted and approved as needed.•Oversee the tracking system for donor agreements and measure and report progress to leadership.•Work directly with DIR leadership to ensure all fundraisers are adhering to solicitation standards.•Define, documents, and ensures adherence to the business rules and data processes for DIR with the goal of using our systems in a simple, clear and consistent way.

Pasadena, California

• Review compliance with donor agreements, and to advise contacts about requirements, potential risks and concerns.• Interpret Institute policies, procedures and award requirements in varying situations, and to communicate those interpretations effectively to all levels in the organization.• Prepare and monitor management reporting for use by Division Chairs, Division Administrators, campus staff and finance senior management. Ensure the accuracy of accounting for share of over 3,000 endowment and gift accounts.• Prepare periodic account reconciliations, reports and related analysis for internal use, and for external auditors.• Perform research and analysis, as well as ad hoc reporting, and make recommendations for appropriate resulting actions.• Provide campus support to faculty and staff in the processing and management of various funds, e.g. gifts, grants and endowments, in the Oracle system. This includes account set ups, budget realignments, journal entries, other related transactions, reporting, and close outs where necessary.

Pasadena, Ca

Pasadena, Ca

• Reviewed and researched historical gifts, grants and endowment funds in Development database to ensure accurate recording of donor restrictions and intent. • Coordinated and updated data in the development database; coordinated output from database through various automated reports in conjunction with the Donor Relations Associate• Assisted in project management of internal fund audit under the guidance of the Donor Relations Associate• Coordinated with Financial Services and Gift & Endowment Accounting in collecting pertinent and historical documentation• Tracked fund records which require special handling and donor reporting• Audited over 800 fund records in an 8 month span to ensure proper stewardship of Institute’s donors.

Alhambra, California

• Identified, selected, and modified instructional resources to develop diverse and meaningful standards-based lessons• Maintained effective and efficient record keeping procedures• Provided a positive environment in which students are encouraged to be actively engaged in the learning process• Communicated effectively, both orally and in writing, with students, parents, and other professionals on a regular basis• Collaborated with peers to enhance the instructional environment by creating hands-on and meaningful lesson plans• Ensured that student growth and achievement is continuous and appropriate for age group, subject area, and/or program classification.

Bachelor'S Degree, Sociology

Master Of Arts (M.A.), Education