Eric St. Jacques Email & Phone Number

Cambridge, Ma, Us

Cambridge, Massachusetts, United States

• Coordinates and manages the engagement and solicitation of a portfolio of donors and prospects, developing and executing individualized prospect plans. Identifies prospects and moves them through the stages of, qualification, cultivation, solicitation, and gift negotiation.• Helps team monitor and meet revenue goals, including the closure of life income gifts such as charitable gift annuities and charitable remainder trusts, as well new bequests, beneficiary designations, and other planned gift commitments, focusing on gifts over $100,000. • Manages the administration of estate gifts, working with attorneys, executors and trustees to ensure the successful realization of legacy gifts.• Collaborates with Development and program staff to develop both individualized and broad donor engagement strategies, including program updates and events featuring UCS leaders and program staff.• Works with the Planned Giving Director to develop and execute planned giving marketing strategies and collateral development and production.• Coaches and mentors Planned Giving Coordinator in their development of donor cultivation and solicitation skills and technical planned giving knowledge.• Collaborates with and provides technical gift planning expertise and strategy guidance to Major Gift officers and other development staff. Provide technical guidance on estate management and charitable gift annuity administration, serving as the lead for select complex estate gifts and gift annuity training and negotiations as needed.

Cambridge, Massachusetts, United States

• Manages the engagement of a portfolio of planned giving donors and prospects, developing and executing individualized prospect plans. Moves prospects through the stages of identification, qualification, cultivation and solicitation in a strategic and efficient manner. • Ensures progress on revenue goals including closing of life income gifts such as charitable gift annuities and charitable remainder trusts, as well as goals for new bequest and other planned gift commitments. • Helps develop and execute planned giving marketing strategies and collateral development and production.• Collaborates with and provides technical gift planning expertise and strategy guidance to major gift officers and other development staff. • Provides technical guidance on estate management and charitable gift annuity administration, serving as the lead for select complex estate gifts and gift annuity training and negotiations as needed.• Serves as a technical data expert for the team to ensure timely, accurate input and management of pertinent prospect and donor information into the database.• Coaches and mentors Planned Giving Coordinator in their development of donor cultivation and solicitation skills and technical planned giving knowledge.

• Work closely with individuals and their professional advisors (legal, financial, tax) regarding the choice and structure of the most appropriate planned giving vehicles and gifts of complex assets, both lifetime and testamentary.• Develop comprehensive individualized strategies for a portfolio of planned giving prospects and donors, moving each through the stages of identification, qualification, cultivation, solicitation, and stewardship in a strategic and efficient manner.• Focus on gifts through bequests, beneficiary designations, life income gifts such as charitable gift annuities, IRA rollover gifts, gifts of stock, and other legacy designations.• Provides input on Planned Giving marketing strategy and collateral development and production.• Collaborates with and provides technical gift planning information and expertise to major gift officers and other development staff.• Work closely with the Planned Giving Director and strategically collaborate with other Development and Program staff.• Oversee estate administration for the organization, working with fiduciaries and attorneys in the realization of planned gifts.• Coordination of gift annuity program, working with external vendors and internal partners.

Cambridge, Ma

• Plan and implement UCS’s Planned Giving development strategies with the Director of Planned Giving and Planned Giving Officer• Collaborate on the prospecting, cultivation and stewardship of supporters• Marketing Oversight: manage all marketing efforts for estate gifts and planned gifts • Estate Administration: coordinate and oversee contact with estate fiduciaries and attorneys in securing and administering the realization of planned gifts• Annuity Coordination: organize all charitable gift annuity administration among internal staff and external vendors• Conceptualize, create and generate analytic and revenue reports to track ongoing progress and health of planned gift efforts • Assist in individual outreach through locally based donor visits, coordination of donor trips, and maintenance of donor records

Cambridge, Ma

• Partner with the Chief Development Officer and Deputy Director to proactively provide coordination and team management for the department’s internal and external processes• Primary resource to the development team in staying abreast of program reports, products, milestones and press to use in the cultivation and engagement of donors and prospects• Point of contact and coordinator for programs on travel and logistics related to development matters, ensuring the smooth functioning and collaboration of development and programs• Administrative management: provide high-level support for the Chief Development Officer; manage department’s weekly meeting schedule and guest speakers to enrich the team’s ongoing understanding of the organization’s work; execute all department retreats and team-outings; support interview and on-boarding process for new senior hires; coordinate all professional development offerings for the department (webinars, conferences, workshops)• Stewardship and cultivation: coordinate and implement all Mini-Meet Ups for Henry Kendall Society, Partners for the Earth and Living Legacy Society donors with travelling program staff; partner with the Senior Stewardship Officer to update the department on key victories and provide timely email templates for donor correspondence; curate UCS news clips to identify key substantive stories to share with donors• Project management: develop a database of program partnerships across the organization; support organizational CRM project

Savannah, Georgia

• Primary point of contact for all donor communication, ticketing and outreach efforts; includes high-level donor and executive level communication exhibiting professionalism and customer-service driven interaction• Database management for all donor information and incoming gifts (including processing, recording and acknowledging donations)• Manage and coordinate increased fundraising activities: 15 special events, fundraisers and donor parties to support cultivation and retention; 12 direct appeal mailings (6,834 pieces mailed, $88,085 in raised income)• Coordinate all Board of Director responsibilities: Board meetings, correspondence, recording minutes and other logistical functions• Additional duties: fulfill individual donor benefits, research and appeals to prospective donors; produce and manage event budgets; recruit and supervise volunteers; update and maintain development portions of website; weekly income reconciliations with Finance department• Accomplishments: helped three person Development team exceed fundraising goal and raise $219,289 over previous year (11.79% increase); managed special events that raised $96,568 over previous year (57.89% increase)

Cambridge, Ma

• Provided high-level departmental coordination for the Executive offices, including the Executive Director, Director of Science and Policy, Board of Directors, Kendall Fellowship Program, Management Team• Program management duties: Board meeting planning; executive project tracking; budget management; database management; donor outreach; event planning and interviewing/hiring• Oversaw and coordinated all organizational and administrative responsibilities, including research for peer-reviewed reports, publication editing, presentation support, scheduling, calendar maintenance, material production and travel support

Boston, Ma

-Managed all office functions in a fast-paced law firm offering both litigation and dispute resolution services-Office administration duties: accounts receivable/payable, ordering/shipping, scheduling, managing databases, client support, general office correspondence, marketing support-Legal support: drafting financial and legal documents, research of statutory precedents, literature reviews, data-entry and analysis for databases and articles

Master'S Degree, Political Science And Government, Gpa: 3.70

Bachelor'S Degree, History, Education, Highest Gpa (3.985) In The University’S College Of Humanities