• Researched prospect donors for possible cultivation or visit through Lexis Nexis.• Created queries and reports using Raisers Edge for tracking daily cash reports, and reports for other staff members as needed.• Set up meeting and coordinated Chief of Development’s calendar.• Prepared donor correspondence and respond to donor inquiries.• Responsible for bulk mailings and materials distribution for development, newsletters, invitations, events and… Show more • Researched prospect donors for possible cultivation or visit through Lexis Nexis.• Created queries and reports using Raisers Edge for tracking daily cash reports, and reports for other staff members as needed.• Set up meeting and coordinated Chief of Development’s calendar.• Prepared donor correspondence and respond to donor inquiries.• Responsible for bulk mailings and materials distribution for development, newsletters, invitations, events and communications.• Coordinated payments for invoices, staff reimbursement.• Processed incoming checks from multiple sources and ensure the upkeep of accurate records through Raisers Edge.• Processed incoming and outgoing departmental mail.• Established, maintain, and keep-up-to-date accurate filing systems.• Participated as assigned in special events such as the Annual Dinner and Donor Receptions.• Attended Training for Raisers Edge as needed. Show less

DEVELOPMENT ASSOCIATE – PLANNED GIVING • Researched prospect donors for possible cultivation or visit through Lexis Nexis.• Created and distribute period donation reports.• Prepared donor correspondence and respond to donor inquiries.• Responsible for bulk mailings and materials distribution for planned giving newsletters, invitations, events and communications.• Coordinated payments for invoices, staff reimbursement, and petty cash.• Processed incoming checks… Show more DEVELOPMENT ASSOCIATE – PLANNED GIVING • Researched prospect donors for possible cultivation or visit through Lexis Nexis.• Created and distribute period donation reports.• Prepared donor correspondence and respond to donor inquiries.• Responsible for bulk mailings and materials distribution for planned giving newsletters, invitations, events and communications.• Coordinated payments for invoices, staff reimbursement, and petty cash.• Processed incoming checks from multiple sources and ensure the upkeep of accurate records.• Processed incoming and outgoing departmental mail.• Established, maintain, and keep-up-to-date accurate filing systems.• Participated as assigned in special events such as the Annual Dinner and Donor Receptions.• Attended Planned Giving seminars and trainings as needed.• Handled all gift annuities, trusts and pooled income funds procedures including the mailing of all quarterly checks.• Interacted daily with donors on the phone.• Created gift annuity agreements and cornerstone certificates.• Processed incoming checks for all Senior Vice Presidents.• Researched grants and donor prospects online.• Updated Act Database for various departments.• Handled travel arrangements and scheduled conference calls for Senior Management.• Created power-point presentations and Excel spreadsheets.• Trained co-workers on various computer software programs.• Processed incoming donation checks and ensured accurate recordkeeping.• Created and distributed periodic donor reports.• Distributed and sent out mail for Planned Giving Department.• Coordinated payments for invoices, staff reimbursement, and petty cash.• Assisted Senior Management with gift annuities, trusts, estates and quarterly mass mailings. Show less