Steven Herrmann Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

As the Executive Director of Advancement Services at DePaul University, I lead a dynamic team of 11 professionals across four key areas: Data Systems, Prospect Management, Prospect Research, and Gift Processing. My role involves ensuring the efficient and effective use of our Advancement CRM, spearheading major technology transformations, and fostering a culture of professional development and inclusivity. My work is driven by a commitment to data-driven decision-making, strategic innovation, and fostering a collaborative environment. I am passionate about leveraging technology and data to optimize fundraising efforts and support DePaul University's mission.Key Achievements:- Leadership and Team Management: Successfully managed and transformed a team from a reactive to a proactive culture, securing three new positions during budget constraints and achieving zero turnover.- Strategic Project Management: Led the implementation of a Salesforce-based CRM and marketing technology solution, securing over $2 million in project funding and saving the university hundreds of thousands of dollars in consulting and annual software fees.- Data and Systems Management: Enhanced data accuracy and reporting capabilities by updating Tableau infrastructure and creating data-informed goal-setting processes, leading to improved fundraising results.- Process Improvement and Innovation: Implemented new processes for gift processing, portfolio management, and goal setting, and developed a parents fundraising process utilizing cross-institutional data.- Collaboration and Stakeholder Engagement: Fostered strong partnerships with Information Services, ensuring improved technology support and reporting, and led inclusive committees to manage key projects.

Chicago, Illinois, United States

Manage staff that are responsible for helping officers develop and manage their portfolios, including onboarding/offboarding process, implementing data models, and executing data and reporting aimed at providing tools and resources staff need to manage prospects.Actively participate in CRM conversion to Salesforce based system with work using data related to Prospect Development in current and future system. Lead and develop top tier pool and portfolio management program.Use quantitative and qualitative analysis to understand areas of opportunity within pools, portfolios, and pipelines.Regularly meet with officers to review their activity to bring consistency to data quality and prospects’ activity is being maximized. Provide insight to internal partners and leadership on where further prospect identification and pool development efforts are needed. Serve as an expert in fundraising and business strategy and work to ensure officers understand and can act on strategy.

Chicago, Illinois

Provide strategic analysis and support to Alumni Relations & Development (ARD) leadership, Development Directors, and gift officers with the goal of ensuring UChicago's donors and prospective donors are being engaged to the maximum potential. Support the strategic planning of ARD leaders from Schools and Institutes (Units) by providing analysis and advice on how to strategically engage and plan for maximum fundraising potential based on their current and prospective donor pool.Some of my work includes:- Produce high level and detailed feasibility and pool analyses of prospect pools for various Units.- Collaborate with front-line fundraisers to ensure prospects in their portfolio are being properly managed to maximize philanthropic relationships with the University.- Develop systems for ARD to identify and manage prospects based on interests and interactions with specific Units. We are calling this system Pool Management.- Create Tableau Server dashboards that support individual's across ARD to strategically engage with prospects and improve how they work.- Work with gift officers to ensure pipeline supports unit goals and work with officers to cover gaps and ensure data is properly tracked and clean.- Work with Business Objects to pull data from ARD database and create reports that enable ARD staff to understand and monitor data important to their responsibilities, most primarily for gift officers and development directors. Used intermediate to advanced level of report and query building to connect and develop reports.- Collaborate across Prospect Management (PM) team to ensure our team's systems are tracking whether managed donors are being properly engaged by gift officers, and following up with best practices for gift officers.- Support training of gift officers in best practices of portfolio management.- Help other teammates across ARD learn and use Tableau Desktop.

Greater Chicago Area

Chicago

As a Project Assistant at Grenzebach Glier and Associates, I worked closely with Project Managers to support consulting staff and clients throughout each engagement and ensure timely, efficient production of client deliverables.- Prepared a variety of project materials for consulting staff, including questionnaires, interview collateral materials, and background information on prospects and other interviewees. - Copy edited and formatted reports, memos, presentations, and other materials according to house style and standards.- Processed large volumes of raw data into report-ready charts and graphs, including project-specific data as well as data from resources such as Council for Aid to Education (CAE).- Researched and compiled information on client institutions, including institutional history, leadership, demographics, campaign history, and other financials.- Built and tested web-based survey instruments used for Strategic Planning Studies and Development Program Reviews.

Chicago, Il

•Facilitate donation process, including database management, donation entry, and acknowledgements.•Cultivate and solicit new Chicagoland donors through phone, electronic, and in-person meetings. •Prepare monthly reconciliation report of donations and maintain income folder, with bookkeeper.•Update donor acknowledgements, renewal letter and regular fundraising communications. •Invoice monthly, quarterly, and annual corporate donors.•Update website monthly to reflect current supporter base. •Create ROI analysis of direct mail appeals.

Lisle, Il

Donor Relations-Manage Scholars Society (scholarship endowment founders and donors) relationships: including the execution of donor reports, thanking gifts, resolving donor concerns, and 1-on-1 relationship building at annual recognition event. Coordinate and assist in the implementation of a University-wide stewardship and student awareness programs which includes the creation of a Student Giving Program, execution of Donor Awareness Month and Tuition Freedom Day. Founders’ Day, Scholar’s Society Brunch, Eagle Walk and various other stewardship initiatives.• Coordinate all aspects of the students/donor relations as it pertains to the scholarship process to include the online scholarship tool, scholarship letters, etc.• Work with campus community in promoting stewardship activities and keeping staff informed of projects that may affect their work or plans.

Chicago

Master Of Business Administration - Mba

Certificate For Essentials Of Project Management, Project Management, A

Bachelor Of Arts, Political Science

Geopolitics And Spanish Language