David Cole Email & Phone Number

Arlington, TX, US

• Manages team responsible for processing gifts, sending acknowledgements, CRM maintenance, web form creation, State solicitation compliance, fundraising and constituent reporting, workflow improvements, and Standard.
• Automated over 30 processes reducing the needed manpower from 3 to 1 1/2 people in Technical Services allowing the repurpose of manpower to other areas within organization.
• Initiated use of API to streamline data transfer between systems and automate reporting saving over $100k in outsourcing costs and internal man hours.
• Serves as DBA for Blackbaud Raiser's Edge, Blackbaud Luminate, Virtuous, Hivebrite (Online Community and event management software), Virtuous CRM, and FreedCamp (project management software) platforms.
• Recommended to Executive Management that organization migrate to Virtuous CRM and led successful conversion process. Met deadlines for launch and wind down of legacy systems, ultimately saving over $80k per year in.
• Initiated use of API to streamline data transfer between systems and automate reporting. Proficient knowledge of applications such as Make, AirTable, Zapier, etc.

• Specializing in non-profit database administration, fundraising reports, workflow automation, and process optimization.
• Skilled at helping organizations identify data quality and workflow issues, prioritize projects, and implement solutions. Some examples include, training gift processors on best practices for recording gifts.
• Expert at facilitating discussions to assess needs, determine desired outcomes, set goals, and identify root cause of challenges which act as barriers to maintaining quality data, efficient processes, and effective.

Dallas, Texas

• Database administrator for the Development Department including the support of 4 locations, 10 gift officers, grants team, and events team (serving approx. 25 people).
• Hired and managed individuals in Database Team which acted as a support to the Development and Accounting departments providing gift processing, CRM to bank reconciliation, letter mailing, moves management tracking.
• Led standardization of CRM databases and reporting during KIPP Texas merger which merged four distinct KIPP regions (including KIPP Dallas-Ft. Worth Public Schools) into one 501(c)3.
• Significant focus on optimizing processes across regions, establishing automated workflows, and using data analytics to guide strategic planning.
• Streamlined and standardized gift processing and moves management tracking across four regions and three separate RE databases.
• Performed data migration from Salesforce to Raiser’s Edge.

Dallas/Fort Worth Area

• Administered Raiser’s Edge NXT database including all revenue entry, prospect and revenue importing, CRM to bank reconciliation, prospect tracking, portfolio management, advanced querying and reporting, data hygiene.
• Transitioned department from using database view of Raiser’s Edge to cloud based RENXT platform.
• Analyzed historical fundraising success and made recommendations to management on realistic goals for growth based on revenue channels, appeals, and monthly revenue forecasts for cash flow and budgeting purposes.
• Performed significant clean-up of constituent and gift records including an audit of pledges spanning a 10 year period.
• Selected and managed vendors, invoices, and budgets for Development Department.
• Worked with legal to write, implement, and/or approve legal agreements such as NDAs and SOWs.

Dallas/Fort Worth Area

• Administered Blackbaud CRM (BBCRM) database including upgrades, UAT, troubleshooting/ticket resolution, data hygiene, and PCI compliance.
• Performed advanced querying, reporting, and data visualizations.
• Produced the first Development dashboard reporting fundraising milestones, KPIs, staff activity, and critical donor communication.
• Analyzed historical fundraising trends and made recommendations on realistic goals for growth based on revenue channels, appeals, and monthly revenue forecasts.
• Collaborated with cross-functional departments (i.e. Philanthropy, Marketing, Accounting, Volunteer Experience, Programs, IT, etc.) to improve the efficiency and productivity of information flow across the organization.
• Oversaw the entry/importing of 65K+ gifts and $19M+ of annual revenue into BBCRM across 15 different revenue channels.

Irving, TX

• Instrumental in all organization strategic planning efforts including cultivating and maintaining Executive Board relations, establishing donor relationships, and discerning direction of organization.
• Oversaw all daily operations of non-profit organization including employee management, program development, accounting, vendor relationships, technology, marketing, and the institution of legal documents addressing.
• Organized and executed semi-annual fundraising receptions.
• Orchestrated and led TOBET's first fundraising committee devoted to planning annual fundraising dinner.
• Coordinated, edited, and published quarterly printed newsletter.
• Working with Executive Director grew income 475% in four years.

Texas

• Paid for college by working in sales and continued in sales until 2009. Experience selling in multiple environments across a broad range of industries such as recruiting, custom publishing, debt collection, and.
• Consistently in top 15% of revenue producers.
• Researched companies, analyzed markets, and diversified clientele by prospecting in new industries.
• Within two months of employment secured the first back cover advertiser for a new consumer based magazine.
• Initiated and developed relationships with customers.
• Experience in inbound and outbound call centers, display advertising, tradeshows, and outside sales.