Elyse Leavy Email & Phone Number

Eastern regional Planned Giving Officer. Steward robust portfolio of members, administer CGAs, solicit new life income gifts and estate gifts. Manage marketing mailings and related data.

Manage portfolio of Legacy Society members; cultivation and stewardship through visits, phone calls, written correspondence, holiday cards, events, etc.Track and execute pipeline of planned gifts; complete estate administration. Created new Legacy Society logo and branding with new collateral; informational brochures, stationery, letterhead, marketing.

Greater New York City Area

Managed portfolio of 175+ mid-level donors.Conducted prospecting and research for all portfolios; researched, assigned, and coordinated Board-driven Philanthropy Committee.Took ownership of Planned Giving program; managed PG donors, prospecting, managed annual PG event.

Greater New York City Area

Developed and implemented donor prospecting systems. Conducted screening and research of new and existing donors.Managed a portfolio of mid-level donors. Built and systematized a program for donor-driven events in response to the 2016 election; 228 events raising $600,000+ over 9 months.

Greater New York City Area

Greater New York City Area

Assisted in preparation of proposals, reports, correspondence, gift acknowledgements, donor/prospect meeting briefings, event briefings and large-scale donor mailings. Assured materials were accurate, met deadlines and were packaged in accordance with PPFA text regulations. Conducted research to gather background information on donors and prospects..

Greater New York City Area

Assist in the planning of national level events. Correspond with donors via phone and email to deliver best event experience from registration to the event itself. Help organize meetings to update coworkers and senior staff of event status. Develop and send acknowledgements to donors. Participate and facilitate mass mailing efforts. Research donors and.

Hosting fundraisers, planning and running meetings, tracking events and income from events, organizing volunteers, social media marketing, community outreach, press releases, volunteer orientation, grant writing, gaining sponsorships. Planning, running and following up with events.

Organized trade shows through completion and maintained networking with prospective clients. Researched new advertising and marketing opportunities. Coordinated webinars, designed email blasts using Constant Contact and maintained website. Updated lead tracking databases. Assisted in design of marketing collateral.

Organized social events, such as wine tastings, for high net wealth clients in order to obtain higher investments, increase clientele and expand networking opportunities. Created and assembled financial portfolios for new clients and prepared the financial advisor for meetings. Developed new demographics for business by reaching out to clubs and.