Emily Preston Email & Phone Number

New York, New York, United States

I manage EDF's open estates and trusts, as well as our charitable gift annuity program. I administer and oversee our open estates and life-income gifts to ensure timely collection of bequests. I ensure our organization remains compliant with issuing charitable gift annuities by overseeing our client-relationship with State Street Global Advisors and PG.

New York

Manage Planned Giving estates and charitable annuity gifts including but not limited to, drafting proposals, acknowledgments, estate letters and tax letters. Track open estates to ensure timely follow-up with executors/trustees on the collection of estate gifts.‬File annual charitable annuity reports and work with outside counsel on state renewals for our.

Greater New York City Area

Greater New York City Area

‪Manage Planned Giving estates and charitable annuity gifts including but not limited to, drafting proposals, acknowledgments, estate letters and tax letters. Track open estates to ensure timely follow-up with executors/trustees on the collection of estate gifts.‬‪Create, run, and distribute reports/metrics to track planned giving goals.Manage the process.

• Managed 150+ annual-fund campaigns using United Way’s online giving platforms resulting in over $15 million in annual revenue.
• Managed year-round customer service to donors by providing support for over 500 annual inquires with a 95% success rate.
• Created and analyzed custom reporting and data that identified key giving trends and metrics for future account strategies.
• Planned and designed consultative external meetings and demos for corporate and prospective clients. Communicated, followed-up, and met regularly with clients to ensure campaign goals were being met and executed.
• Consulted with 20+ high-touch corporate partners on utilization of advanced platform components, which resulted in 50% utilizing new features that ultimately increased giving and engagement over three years.
• Continually given more responsibility by taking part in usability studies, five pilot campaigns, and the design of a future platform.

Greater Minneapolis-St. Paul Area

• Provided internal support, business development, and annual campaign mailing to Account Executives for approximately 900 corporate annual fund campaigns.
• Worked closely with 100+ partner agencies and 300+ small to mid-sized companies within the Twin Cities to ensure successful fundraising.
• Generated reports and stewardship mailings for donors, agencies, and company partners.
• Remitted over $3 million in campaign results, reconciled

• Supported the Donor Relations team in maintenance, design and administration of confidential online fundraising websites.
• Met strict deadlines for 45+ campaign kickoffs, in addition to reporting, email blasts, and website customizations utilizing HTML & CSS.
• Provided excellent customer service to donors and companies, and internal stakeholders.

• Supported the Chief Operating Officer of the Private Client Reserve in Wealth Management.
• Provided administrative support including answering phones, calendar management, meeting coordination and preparation, travel planning, document and PowerPoint creation, and organization and maintenance of files.
• Collected and processed travel and expense reports, reimbursements, and other invoices.
• Handled highly confidential and private data.
• Worked proactively and took initiative to support Wealth Management research projects.

• Audited $5-10K in daily campaign cash donations to ensure accuracy in accounting.
• Entered data on an average of 450 donations per day.
• Upheld a high level of integrity, confidentiality, and precision when auditing and data-entering annual fund donations in financial database.
• Met strict remittance deadlines and assisted in quality control of data as needed.

Selected to participate in research focusing on reproductive and evolutionary biology in plants.Kept a daily lab notebook, worked independently, and prepared samples for use in spectrophotometer and tended to plants in greenhouse and laboratory settings to establish effective cross-pollination of study organisms.Successfully met the needs of two lead.

Mentored a diverse group of undergraduate and graduate students from multiple countries in six continents to ensure their success at the university.Coordinated and attended weekly multi-departmental social events for undergraduate and graduate students to help them feel connected to their school community.Utilized problem solving skills to help students.