•Develop and implement philanthropic strategies that deliver the Bank’s corporate social responsibility and integrate Foundation programs with enterprise cause-branding efforts.•Leverage cross-functional resources such as marketing, communications, employee engagement, and lending and investing to create positive impact in the communities served by the Bank.•Responsible for a portfolio of grant relationships with national nonprofit partners addressing supportive services for the homeless, impact investing, social entrepreneurship, and diversity and inclusion. •Develop and implement thought-leadership projects and initiatives that connect to the Bank’s CSR commitments and drive brand awareness.

•Directed the $2.7 billion AUM private philanthropy and institutional nonprofit business for the North Central Region, including 250 private foundations, charitable trusts, and nonprofit endowment accounts.•Led a regional team of 9 program officers and support staff to deliver extraordinary stewardship for clients. Managed and guided team to meet grant-making, fiduciary, compliance, and personal growth goals; coordinated sales support to achieve a 20% increase in new business win rate; and supported new client acquisition and development. Increased client retention to over 95% and increased revenue to the business line by $2 million.•Developed and implemented strategic grant-making priorities and oversaw $75 million in annual charitable giving (60% from unrestricted funds) focused on education, human services, healthcare and medical research.

•Drove the private philanthropy business for the Central/West Region, including oversight and management of 200 private foundations and charitable trusts, with $1 billion in assets under management.•Managed regional grant-making team of five, and oversaw communications regarding priorities, guidelines, and the proposal review process. •Reviewed over 500 grant proposals annually and conducted due diligence. Prepared and presented grant recommendations to distribution committees. Evaluated and monitored grantee progress and managed compliance with IRS regulations and Philanthropic Solutions protocols.•Oversaw distribution of approximately $50 million in annual charitable giving (60% from unrestricted funds).

•Provided fiduciary management for 40 unrestricted funds, with a combined market value of over $500 million.•Directed discretionary grant-making of over $25 million annually in charitable grants focused on education, health, human services, and medical research.•Developed strategic grant-making priorities, managed grant-distribution budgets, and reviewed and conducted due diligence on over 300 grant proposals annually, to ensure that all grants aligned with the mission and vision of the Foundations.

•Supported annual charitable grant distributions of over $25 million.•Reviewed over 300 grant proposals annually, and analyzed organizational, programmatic, and financial viability. Conducted site-visits, prepared grant recommendations, and evaluated grantee performance.•Coordinated special initiatives, community outreach, and managed over 25 convenings and media events.

•Provided programmatic oversight for the Victory Generation After-School Program and the Education Action Committee to provide quality out-of-school time services and education advocacy for low-income children.•Oversaw the HR functions of the organization that encompassed recruiting, onboarding, staff development and training. Managed a team of 5 senior level program staff and administrative support.•Provided collaborative leadership and worked in close concert with senior administrators to advance the mission of the organization to provide advocacy and program services for low-income children and families.•Developed and managed program budgets collectively totaling $1.5 million.

•Oversaw the efficient operation of the resource development program, raising over $250,000 annually for operating expenses and technical assistance grants to churches, community-based, and faith-based organizations. •Grew the annual program budget to over $1 million by 2004.•Supervised a team of 10 program staff and organizational development consultants.•Responsible for donor and prospect cultivation and solicitation, and execution of recognition events and activities, including cultivation and stewardship gatherings, and fundraising campaigns.•Designed and facilitated over 100 technical assistance training sessions focused on strategic planning, resource development, program planning, financial management and organizational development.•Awarded over $1 million in technical assistance and program expansion grants over a five-year period.