Eric Weis Email & Phone Number

Bakersfield, Ca, Us

Monterey, Ca

* Develops and implements strategies for personal cultivation, solicitations, renewals and stewardship of Ocean Legacy Circle donors; maintains regular, personal communication with Ocean Legacy Circle donors and prospects to meet or exceed individual goals for meaningful personal contacts and growth of Ocean Legacy Circle* Supervises the Gift Planning admin. team* Works directly with VP of Gift Planning to develop and implement special appeals for endowment fund with focus on growing… Show more * Develops and implements strategies for personal cultivation, solicitations, renewals and stewardship of Ocean Legacy Circle donors; maintains regular, personal communication with Ocean Legacy Circle donors and prospects to meet or exceed individual goals for meaningful personal contacts and growth of Ocean Legacy Circle* Supervises the Gift Planning admin. team* Works directly with VP of Gift Planning to develop and implement special appeals for endowment fund with focus on growing Endowment Society with gifts of $100,000 or more* Develops and manages the implementation of gift planning and endowment marketing and communications plan through all channels to promote our programs, cultivate and steward current Ocean Legacy and Endowment Society donors and prospects; cultivates estate planning attorneys and financial advisors; works with Annual Giving and Membership teams to manage calling campaigns with outside fundraising firm and other marketing strategies* Works with Marketing and Communications' creative teams to create and update marketing materials for gift planning and endowment programs; works with Digital Fundraising Specialist and outside vendor to manage the Legacy Giving web page* Works with Special Events, Development and Membership teams to coordinate gift planning seminars, receptions, meetings and events* Works with Finance team to process the administration of planned gifts, tax forms, probate proceedings, estate documents and gift processing for bequests and endowments; prepares individual reports for named endowment donors* Provides progress reports for gift planning and endowment programs* Maintains technical expertise with respect to gift planning, charitable estate planning and endowment funds* Prepares sample gift illustrations, as needed using PG Calc software* Maintains Aquarium's Gift Acceptance Policies and Procedures consistent with best practices and regulatory requirements Show less

Monterey, Ca

• Develops and implements strategies and annual plans for personal cultivation, solicitation and stewardship of donors with special emphasis on retention of current donors and cultivation leading to higher levels of giving• Develops goals and targets for revenue and donor circle growth as well as personal contacts for annual and planned giving prospects; builds strategies to meet those goals; regularly monitors and reports results to leadership• Manages two Donor Relations Officers;… Show more • Develops and implements strategies and annual plans for personal cultivation, solicitation and stewardship of donors with special emphasis on retention of current donors and cultivation leading to higher levels of giving• Develops goals and targets for revenue and donor circle growth as well as personal contacts for annual and planned giving prospects; builds strategies to meet those goals; regularly monitors and reports results to leadership• Manages two Donor Relations Officers; manages day-to-day operations of the team and their work; conducts weekly ESD meetings and annual performance conversations. Recruits, hires and trains new staff as needed• Maintains regular, personal communication with assigned portfolio of donors and prospects. Meets agreed-upon goals for making meaningful contacts, including but not limited to telephone calls, personal meetings, Aquarium tours and personalized program updates• Proactively identifies donors for increased giving or major gift consideration ($100,000 plus) to VP of Development; develops and implements action plans for these donors as needed• Proactively identifies gift planning and endowment prospects within assigned portfolio and works with Gift Planning team to create and implement strategies for appeals. Provides stewardship of current Ocean Legacy Circle donors within assigned portfolio• Manages the implementation of in-house calling efforts with donor leads for Gift Planning Calling Campaigns• Manages the implementation of regular discovery/survey calls to qualify and confirm the prospect research data; creates and proposes cultivation and solicitation plans to move the prospects up through the pipeline• Work with leadership to prepare customized letters and emails for donors• Provides weekly progress and activity reports to leadership and updates in monthly annual fund program reports• Assists with special projects and attends events as assigned Show less

Monterey, Ca

* Develops strategies for identification, personal cultivation, solicitation and stewardship of annual donors, with special attention on upgraded or increased support* Maintains regular, personal communication with assigned portfolio of donors. Meets agreed-upon individual contact goals for telephone calls and other contacts, including personal meetings or Aquarium tours as applicable* Analyzes donor records; creates and implements specific solicitation plans for these individuals;… Show more * Develops strategies for identification, personal cultivation, solicitation and stewardship of annual donors, with special attention on upgraded or increased support* Maintains regular, personal communication with assigned portfolio of donors. Meets agreed-upon individual contact goals for telephone calls and other contacts, including personal meetings or Aquarium tours as applicable* Analyzes donor records; creates and implements specific solicitation plans for these individuals; proposes gift ask amounts and prepares donor letters and emails; makes follow up phone calls to appeals* Conducts prospect research, including for major donor prospects* Provides regular progress reports on goals, strategies and outcomes* Provides strategy for donor events to assure they meet stewardship and cultivation goals* Develops print materials and online communications to meet cultivation, solicitation and stewardship goals Show less

Monterey, Ca

* Facilitate increased giving with current and lapsed members/donors to support special campaigns* Complete data entry of campaign gifts with acknowledgment and fulfillment* Track pledges and automated payments on a daily basis* Participate in special events, focusing on support for new exhibitions, educational programs etc.* Database management* Work on plaque listing recognition- Pull lists, maintaining updates in database and create proofing lists*… Show more * Facilitate increased giving with current and lapsed members/donors to support special campaigns* Complete data entry of campaign gifts with acknowledgment and fulfillment* Track pledges and automated payments on a daily basis* Participate in special events, focusing on support for new exhibitions, educational programs etc.* Database management* Work on plaque listing recognition- Pull lists, maintaining updates in database and create proofing lists* Prepare daily and weekly campaign reports* Call members/donors to thank them for increasing their support to establish cultivation* Assists with special projects Show less

Monterey, Ca

Salinas, California

Master Of Public Administration - Mpa

Bachelor Of Science - Bs, Business Administration - Human Resource Management, Magna Cum Laude

Activities and Societies: • Membership of Beta Gamma Sigma • Member of Society for Human Resource Management • Member of Kern County.