Step Forward Philanthropy is a boutique fundraising consulting firm focused on guiding and supporting nonprofit organizations, businesses and individuals. Our services include:• Strategic Fundraising Plans• Building/Restructuring Development Teams• Major Gifts Strategy• Interim Staffing• Coaching• Event Consultation and Support• Board Training• Workplace Philanthropy Programs• Creation of Auxiliary Groups• Strategies for PhilanthropistsWe would be honored to support your fundraising needs. Learn more here: www.sfphilanthropy.com.

As a key member of the executive team, provided strategic leadership and oversight in all fundraising activities including major gifts, donor relations, private foundation and corporate grants, fundraising events, volunteer management, and special campaigns. Managed and guided the development team in providing a level of exemplary support that drove the achievement of the organization’s mission, financial objectives, and enhanced and built donor relations. Collaborated with the Board of Directors, executive team, agency directors, and communications team on the design, planning, and implementation of annual campaigns and collateral, and other activities that facilitated a comprehensive and fully integrated development and communications strategy. Educated, informed, and actively worked with senior leadership, the Board of Directors, and all staff in creating a culture of philanthropy,

As a key member of the executive team, provided strategic guidance and directed the agency’s development efforts for California’s largest community-based behavioral health nonprofit to achieve and grow a $5.2MM annual fundraising goal. Oversaw the development and management of annual campaigns, major donor programs, private and public grants, planned gifts, events, appeals, board relationships, employee giving and volunteerism. Employed the Moves Management process and developed strategies to secure six- and seven-figure gifts. Created and implemented an annual Development Plan. Served as a subject matter expert and provided philanthropy support and training to the Board of Directors. Notable Accomplishments:• Generated $4.6MM in donations in fiscal year 2022 by applying tailored solicitation tactics• Increased funds raised through the year-end appeal by 33% in two years• Developed innovative methods to raise funds in response to the pandemic, including: o Completed an appeal for the canceled 2020 gala, resulting in $194,000 o Created a multifaceted crisis appeal in response to COVID-19, which generated $238,000 o Produced a virtual gala in 2021, which generated $349,000 in revenue, exceeding the goal by 25%• Spearheaded the creation of the Associate Board, a group of successful young professionals who volunteer, build awareness and raise a minimum of $10,000 annually• Created a major gifts program and incorporated a Moves Management system to track progress• Increased the number of active donors by 35% over a two-year period• Secured five and six-figure gifts from board members and donors• Secured unanimous support to increase the board’s annual commitment by 150%• Created a monthly giving program and secured more than $15,000 within 6 months of its launch• Built a highly successful and collaborative remote team at the height of the pandemic

Served on the executive team and provided strategic direction to staff and volunteers related to all aspects of fundraising and grant strategy, prospect cultivation, marketing and public relations, board recruitment as well as internal and external communications. Cultivated opportunities and successfully solicited and stewarded five and six-figure gifts from individuals, corporations, and foundations by regularly partnering with executive and board leadership. Devised targeted development strategies to increase major and planned gifts by a minimum of 10% annually. Actively engaged in short- and long-term strategic planning and board development. Executed planned giving activities, including individual solicitations, special events, direct mail and seminars. Directed social media strategy, brand management, public relations and marketing initiatives. Managed a team of five development staff in addition to a contracted grant writer. Chaired the Resource Development Committee of the Board and guided the group on fundraising initiatives. Executed annual gala grossing approximately $200,000 each year. Notable Accomplishments:• Increased annual fundraising to $1.1 million and doubled number of active donors• Created and executed annual walkathon to attract younger donor base and raised $25,000 annually• Increased donations generated through annual holiday appeal from $25,000 to $135,000• Spearheaded the creation of a dynamic and engaged Young Professionals group• Created a major gifts program and obtained numerous five and six-figure gifts • Established a give-or-get policy for the board and consistently secured 100% participation • Created an Employee Giving Campaign resulting in a minimum of $15,000 in donations annually