Margaret Coad, Cfre (She/Her) Email & Phone Number

San Francisco Bay Area

Leading a national team to develop philanthropic relationships that move the needle on social justice related to democratic, sexual, gender, land, water, climate humanitarian rights and emergency response in the Global South.Our work is rooted in core values of:- Essential Dignity of Every Human Being- Sense of Possibility- Partnership and Community.

• Deepened philanthropic relationships that activated the museum's ambitious exhibitions, broad expansion of audience, and engagement with the local and visiting community. Facilitated rewarding and meaningful giving.
• Renewed 3-yr funding for the DEI Manager role
• Fully funded the Yayoi Kusama presentation
• Fully funded Zanele Muholi exhibition
• Fully funded 3-yr pilot of paid educators for K-2 school programs
• Increased support for Free Family Days

Berkeley, California, United States

• Reporting to Executive Director of Principal Gifts & Strategic Initiatives, I oversee a comprehensive Donor Relations Program that supports portfolio success for principal, major, corporate, leadership and annual giving
• Proposal support for up to 9-figure funding opportunities
• Balance strategy for short term results (prioritized campaign proposals) and long term results (pipeline development through retention and upgrade efforts)
• Strategic focus of time and resources for maximum ROI to our development efforts.
• Develop impact measurement modeling, and track metrics that inform modified approaches
• Communicate the impact of philanthropic support through written, verbal, video form

Berkeley, California

• Re-booted stewardship program and determine strategy with stakeholder buy-in
• Impact management for principal, major and corporate philanthropy including establishing performance indicators and custom publications (web, print, books)
• Increased donor retention rate higher than peer schools; annual and leadership giving communications, including donor journeys and segmentation
• Fund stewardship / audit / diplomacy ensuring IRS compliance
• Creative, multi-channel, donor-centered storytelling including video productions
• Identification, assessment and management of capital project donor recognition

• Re-booted stewardship program
• Managed and implemented strategies for stewarding and cultivating major gift prospects for maximum lifetime giving
• Produced impact reports and correspondence under the signature of the President and Assistant Vice Chancellor of Development
• Project managed donor recognition, including the design and installation of 30’ long interactive digital donor wall
• Produced custom video thank you “post cards”-- one of which spurred a 7-figure gift that was 3x previous giving
• Oversaw acknowledgment process for appropriate recognition and planning

Oakland

• Assisted the Campaign Director with processes and management of $200 million capital campaign, including drafting and designing proposal copy
• Assisted Senior Development Officer with research, cultivation, solicitation and stewardship of over 130 major donors in the range of $5,000-$2,500,000
• Provided excellent customer service to volunteer fundraising groups
• Organized events

Oakland, CA

• Conducted grant research
• Drafted grant statement of interest
• Drafted acknowledgment letters

Milwaukee, Wisconsin, United States