Maintain a portfolio of 80+ donor-advised funds and public charity endowments, representing nearly $19 million in assets under management.Maintain a portfolio of 50+ legacy donors, representing more than $72 million in potential planned gifts.Provide excellent grant-making services to donors of varying net worth, which includes researching nonprofit organizations as potential grantees, scheduling site visits to nonprofit organizations, advising on impactful philanthropic strategies, and processing grant recommendations.Serve as the main staff liaison to the Board of Directors of a Type 1 Supporting Organization. Duties include scheduling board meetings and retreats, creating the organization’s first online grant application, organizing submitted applications for board review, creating and maintaining grant tracking tools, and regular communication with board members and potential and current grantees. A strong focus of my work with this board in the past year has been to implement trust-based philanthropic practices into their grant-making.Co-lead all outreach to professional advisors across Arizona, including investment managers, bank and trust officers, estate planning attorneys, accountants, insurance agents, etc. Create a quarterly e-newsletter for all professional advisors in the database (2,000+). Facilitate the 40-member Professional Advisory Board, planning three board meetings annually, as well as various social/networking events, recruiting new board members, and maintaining clear and consistent communication.Co-manage, along with the Center for Jewish Philanthropy, the Tax & Legal Seminar, a 4-hour professional development event that features a national speaker(s) and continued education credits for an audience of 300+ professional advisors. This Seminar is the premier event of its kind in Arizona and across the Southwestern United States for tax professionals and estate planning attorneys.

Work with several nonprofit organizations in the Phoenix metro area to research, draft, and submit funding proposals and final reports to local, regional, and national fundersSupervise one part-time employee

Work with arts organizations and Title I schools in Maricopa and Pima Counties to schedule field trips to visual and performing art venuesWork with arts organizations and libraries in Maricopa, Pima, and Yavapai Counties to manage the Culture Pass program, which offers free admission passes to local arts venues and performances through local librariesMaintain Act One website and social media profiles

Research, draft, and submit funding proposals and final reports to local, regional, and national fundersSolicit event sponsorships from large corporations and local businessesCommunicate with camper families regarding upcoming events, volunteer opportunities, and to request testimonials

Prepare and submit funding proposals to corporations, foundations, government sources and Valley of the Sun United Way which total $526,000 or 56% of annual contributed revenue Prepare and submit required interim and final grant reports to current funders Research new funding opportunities Assist with special events including managing a volunteer planning committee, maintaining event budgets, soliciting and tracking silent auction items, and facilitating other event logistics Supervise department interns

Prepare and submit funding proposals to corporations, foundations, and government sourceswhich total $897,000 or 42% of the Ballet's total contributed revenuePrepare and submit required interim and final grant reports to current fundersResearch new funding opportunitiesAssist with special events and donor receptionsCreate daily, weekly and monthly donation reports for senior staff and Board of DirectorsMaintain Raiser's Edge donor databaseServe as staff liaison to Esprit de Corps, Ballet Arizona's volunteer groupAct as lead staff member at annual Nutcracker Party fundraiser

Plan all aspects of annual Gala silent auction including item solicitation, data entry, and correspondence with donors and committee members Assist with data entry and mailings for donor Backstage Pass program

Support six-person development department with multiple tasks and projects Assist with data entry in Raiser's Edge donor database Solicit donations for 30th Anniversary Gala silent auction Procure food donations for annual 8K Night Run fundraiser

Maintain Raiser’s Edge donor databaseSolicit donations for annual Diamond Ball auctionPrepare and submit grant proposals for Council’s programsPlan Founder’s Circle ($1,000+ donors) events and receptionsCoordinate volunteers for Council’s festivals, events, and office helpOrganize annual Volunteer Appreciation luncheon