Identify and present new principal gifts prospects and lead strategy conversations driving qualifications; identified 36 principal gifts prospects with more than $106M in pipeline potential. Provide research insights in briefings with University leadership. Lead principal gifts data projects and campaign planning. Develop reporting and forecasting tools that monitor pipeline and guide program priorities. Developed wealth index measurement that summarizes to what extent a prospective donor's wealth profile resembles that of an NC State principal gifts donor. Created matrix framework comparing donor's wealth index and engagement score to inform next steps and guide cultivation activity.

Researched HNW individuals to confirm principal gift capacity, track wealth events and inform prospect strategy. Identified 46 likely principal gift prospects, confirming $165M in pipeline potential. Drafted detailed written reports for university leadership and managed pre-pipeline activity for Assistant Vice Chancellor’s portfolio. Reported prospect development updates and provided research-based insights in monthly principal gift strategy meetings with Chancellor and Vice Chancellor offices. Profiled principal gift donors to inform predictive analytics models to project principal gift trajectory of existing donors. Used SEC filings and private equity research tools to profile Triangle companies to prospect according to NC State alum equity holdings.

Piloted development of inaugural mid-level giving program, managing 2889 mid-level prospects in nine portfolios targeting annual cash gifts of $500+ Met monthly with Directors of Development to provide pipeline updates and guide strategy conversations with data-based insights. Built data visualization tools for segmentation and portfolio management. Assembled LSUF’s FY21 annual giving portfolio, identifying 19,334 likely low dollar donors.

Researched HNW individuals to confirm principal gift capacity, using data visualization tools and fundraising software. Identified 35 principal gift prospects, confirming $150M in pipeline potential. Drafted presidential office and leadership briefing materials and reports. Managed portfolios of leadership development staff. Met monthly with leadership to review pipeline progress and develop strategic engagement plans for principal gift donors. Overhauled LSU Top Prospect designation to track principal gift prospects.

Led fundraising program that raised $3.1M from 16,954 individual donors for statewide campaign. Recruited 15,555 new donors between Nov. 2017 and Dec. 2018. Managed relationships of 170 donors. Organized over 90 small fundraising events, 16 quarterly donor briefings and 7 large regional fundraisers. Managed candidate’s calendar and drafted leadership briefings for fundraising and community engagement events. Supervised candidate call time and organized call priorities based on campaign’s short and long term objectives.

Member of finance team that raised $1.1M for municipal campaign; managed 100 solicitations and events, generating 25% of funds raised in last two quarters of campaign. Managed email fundraising program; produced email solicitations and tracked subsequent contributions. Coordinated community engagement events and appearances.

Organized and scheduled 200 constituent tour requests. Led 2016 outreach for office appropriations letter; recruited 130 signers, 30% increase from 2015. Researched and tracked legislation; prepared detailed written reports and memos to communicate progress and trends. Drafted constituent correspondence on behalf of member.