Daniel Lucero Email and Phone Number

• Project manage a portfolio consisting of the university's “top donors” as well as giving societies ranging from 40 to 1,000+ members• Manage a high volume of annual reports and touches for specified units• Create customized stewardship packages for donors • Work with teams such as Marketing, Design and Presidential Communications to write and produce donor and general correspondence• Marketo digital marketing lead for the team • Input project related data, documents and stewardship activities into the database and ensure timeliness and accuracy in stewardship report distributions to donors• Identify key stewardship deliverables, including written (hard copy, email, or online) content, video, events and other engagement opportunities

Promoted to Donor Relations Manager (2019-present)Database Manager/Asst. to VP of Philanthropy (2017-2018)• Donor Relations/Fundraising: Managing all donor centric initiatives which includes gift acknowledgements and appeals, donor stewardship of individuals, foundations and corporations; grant management as well as researching and soliciting new donors whose giving priorities align with the organization. Recently contributed to meeting $2.4 million capital campaign.• Donor Database Management: Ensure all donor data is collected, stored and properly used by all members of the organization as well as analyze and track the success of different strategies, gift processing/acknowledgments, complex queries, exports and reports• Administrative Duties: Vetting and hiring of new staff, tours, planning and scheduling committee meetings • Marketing: Help develop robust communications to donors and other audiences to engage and garner traction and brand presence as well as provide reporting on KPIs• Employee Engagement: Leader on projects with a emphasis on Diversity, Equality & Inclusion within the organization

Temporary position consulting a startup in the senior industry. • Prospected and developed new referral partnerships and healthcare partners in the Bay Area region • Coordinated partnership events (meetings, presentations, health fairs, etc.)• Managed monthly appointment activity and sales calls • Educated and assessed potential partners which included individuals and families in need who may benefit from Honor's home care services

• Manages the 2-1-1 program which serves six Bay Area counties• Database Management: -Always increasing the number of community resources and programs in the database for referral purposes by working closely with CBO partners via targeted outreach -Ensuring quality and standards are met in the database and referrals by being in constant contact with the public and the 24/7 call center • Continually creating reports for the county, its cities and other CBO's showing the social service needs in Santa Clara County• Coordinating and implementing technical assistance and training for 211 memberagencies• 2-1-1 social media responsibility (Website, Facebook, Twitter)• Resource development (fundraising and grant writing)

• Promotes Council on Aging and its services by developing and maintaining relationships with grantees, educators, partners, and community based organizations• Plan, track, and manage all community events and outreach efforts, such as public fairs and community presentations • Manage and conduct consultative appointments with local community members in need of health care, housing, Meals on Wheels program, transportation, legal assistance, etc.• Development and training of new customer service practices for the organization both internally and externally • Event management, includes planning and execution of information and service booths, demographic surveys and tracking, follow-up with community members and potential partners • Contributor to Quarterly Newsletter; responsible for content such as highlighting COASV employees and active living

• First member of Providence Health Plan Sales Team• Responsible for Individual and Medicare sales, group sales support • Inside/outside sales: Lead research, warm lead upsells, direct mail campaigns, referral management (CRM), fielding incoming calls, attending local networking events such as health fairs, HIPAA regulations • Networking, health fair booths: Designing booths, giveaways, and brochures; following through with potential clients after tradeshow with calls, emails and appointments. • Producer’s License in both California and Oregon

•Highest rated Customer Service in the state of Oregon • Managed and processed a high-volume of medical claims within a deadline-driven environment• Handled customer inquiries, complaints, billing questions and payment extension/service requests• Successfully diffused escalated member complaints • Recorded customer service inquiries for prevention of future audit issues