Jenny Kleintop Email & Phone Number

Lewes, De, Us

Offering fractional support, interim work, mentorship, consulting, and wealth screening services to grow your fundraising results.- Specialize in philanthropy data, database, and operations for small to midsize philanthropy offices. PhilanthropyOps was founded with proven results that better data, optimized prospecting, and strong operations drives fundraising success.

Oklahoma City, Ok, Us

A membership of changemakers who are shifting the world - for good.www.impactuprising.com

Irvine, California, Us

Grateful to have the ability to serve weekly at PCRF to partner with frontline fundraisers who are raising money to help children facing childhood cancer beat their disease and realize their full potential. Plus, it’s extra special as I grew up in Orange County CA so when we talk about the towns and places that support the mission, it’s very familiar.Reporting to the CEO and leading the development operations area focusing on oversight of the CRM, data integrity, prospect management, data, analtyics, gift entry, training, and process optimization.Highlights so far:→ Cleansed data to improve integrity and flow into various pipelines.→ Built out and configured CRM database, completely revamping page layouts and screens to simplify and make more intutive for frontline users.→ Conducted a 5-year historical giving analysis and predicted future giving based on average increases year over year.→ Built out data feeds and database to launch and support major giving prospecting efforts.→ Optimized workflows to align with donor-centric fundraising efforts.

Manchester, Nh, Us

Being able to support a meaningful mission 2 days a week who is changing the way the world defines and views disability is super inspiring. Reporting to the CDO and leading efforts around the fundraising data, database, and operational best practices to boost philanthropy efforts at multiple locations. With the first phone call "You are a gift and I must hire you," and I've proved to be the gift that keeps on giving. It's an honor and so much fun to help here.Highlights so far:→ Dove in and did gift processing to catch up from being 3-months behind.→ Conducted a development operations discovery/analysis and provided an action plan for us to tackle together.→ Identified data integrity projects that should be completed to enhance fundraising efforts and leading efforts to do these.→ Conducted a 10-year historical giving analysis and predicted future giving based on average increases year over year.→ Built out data feeds and database to launch and support major giving, corporate, and grant prospecting efforts.→ Coaching and mentoring two new development operations team members.→ Building process optimization and workflows to ensure your efforts are optimized and streamlined.→ Aligning data and operational efforts to frontline fundraising strategies.

New York, Ny, Us

The relationship started with a referral, a trusted mutual connection who put us in touch. When I got on the phone to discuss their needs, I asked, “When are you looking to start,” and the response was, "Last week."The ask: They needed help moving short-term and longer-term data and database projects forward as they embarked on launching a development operations area across the organization.The solution: Provide fractional support 1-2 days a week to complete these projects. As I was full, I was honest with them only being able to start at 1 day a week and then later extended to 2 days a week and quickly become an integral part of the Development Operations team reporting to the Director of Dev Ops.Outcomes so far:→ Supported the shift to align donors with CDO's plan of donor segmentation by tagging all existing donors in the database as well as set-up processes for ongoing updates.→ Designed and implemented moves management tracking in the CRM database and trained fundraisers.→ Revamped structure for appeals utilization and tracking efforts across various teams.→ Completed numerous data integrity projects to clean up existing data, coding, and fields in the database. → Fulfilled data requests, mail and email list pulls, and event attendee updates.→ Worked with finance to set up integration processes between the fundraising database and the financial system.→ Led training and executed necessary implementations to migrate from an on-prim database to a hosting and web based environment.

New York, New York, Us

It is truly special to have been a part of a meaningful endeavor and inspiring mission alongside genuinely good and invested nonprofit individuals.Served as their Philanthropy Operations lead and built a development operations arm from the ground up taking all the right steps to launch most effectively and at the right time.Guided the team through launching philanthropy operations that aligned strategically to frontline fundraising efforts. This involved leading 22 module-driven weekly sessions that I developed to educate, support, and launch best practices with data, database, operational processes, guidelines, and workflows to ensure the team was ready for the launch of their fundraising efforts.Highlights:→ Educated and trained new staff to fundraising on managing the data managing the CRM database.→ Configured and set up the data flows, CRM database, and operational processes.→ Built the data structure and flows to collect, maintain, and steward donors and prospects.→ Taught on and built out the Ambassador and Influencer programs to receive referrals from various key stakeholders.→ Partnered with finance to educate on development efforts and the necessary protocols to handling donations.→ Participated in interviews for the new development operations coordinator and mentored her as she came on board.→ Supported team through setting up donation pages and receiving initial gifts.

West Chester, Pa, Us

To be given the opportunity to help a place that helps kids and families is inspiring, especially as it was where I brought my kids to as they were growing up. I was brought in to help fill a gap in data and operations and get processes, workflows, and systems up to speed with best practices and operational efficiency. As we aligned to new strategic plans, I served as a team member of the philanthropy division 2 days a week and dove into the weeds to get work done while also coaching and mentoring an up-and-coming philanthropy operations amazing professional.Highlights:→ Provided updates to President & CEO along with supply high-level bullet points on data and progress.→ Led database training sessions for leadership, gift officers, and development services.→ Supported the onboarding of the new VP for Philanthropy and the new Development Services Manager.→ Provided multiple reports around donors and giving, past and present.→ Fielded multiple questions around reconciliation processes with finance. Also uncovered a decentamount of set-up and processes that needed to be updated to align with best practices.→ Taught and trained on best practices around data, gift processing, prospecting, database configurations, and operational workflows.→ Completed the setup of running Digital Recognition monthly.→ Completed the setup of an acknowledgment process based on the Stewardship Matrix.

Beverly Hills, California, Us

I remember the night I received a LinkedIn DM saying, "I reached out to my old database expert for help, and she said call Jenny, so here I am, we need help." I talked with the team the next day and we started work together one week later.The ask: Audit, review, fix, and enhance the data, database and workflows based on best practices.The solution: Provide fractional support 2 days a week to fix the prior three months of gift processing and establish processes for data flows, database management, and operational workflows for long-term success.Highlights:→ Conducted a review of gifts entered the prior 3 months and corrected entries for 650 gifts, as well as found and entered 152 missing gifts.→ Designed a converter to automate the process of importing online/Classy gifts into Raiser's Edge.→ Performed data integrity and cleansing on over 650 records.→ Worked with finance to set up an effective process to reconcile gifts at the end of each month.→ Created process and trained team on running acknowledgement letters and tribute notifications.→ Completed a wealth screening of the entire database.→ The contract was extended beyond the initial 3 months to lead efforts for their gift processing, acknowledgements, list pulls, and reporting.→ Lastly, helped them sunset the Foundation and performed data migration of database records and gifts to another database.

Philadelphia, Pa, Us

Philanthropy feels like a small world sometimes as the VP knew me from working with me 10 years ago at another nonprofit and reached out for help at her new nonprofit. I was thrilled to re-engage with her.The ask: Serve as the advancement operation's director to fill the gap as the prior one left months ago and the team needed help until they could fill the position. Also, take this opporutnity to build an advancement operation's shop based on best practices.The solution: Provide fractional support 2 days a week serving as their Director of Advancement Operations.Highlights:→ Data integrity: Created and worked a data integrity plan, performing cleansing and normalizing of data inside the fundraising CRM database, and imported results from data appends into the database. Improved contact and employer data for 37% of records.→ Giving analysis of database: Performed an analysis of the data in the CRM database that analyzed current and past trends showed donors by giving level and gifts by gift range as well future potential. Led prospecting sessions to review the top-tier names to prioritize prospects for the feasibility study.→ Dashboards and reporting: Created meaningful dashboards and reports to showcase fundraising results, prospecting activity, and annual giving performance.→ Serviced data, lists, and reporting needs: Fulfilled all requests for mailings, e-blasts, and outreach efforts. Imported outreach efforts into the CRM database.→ Major Gifts Program and Training: Led efforts to build out infrastructure and processes to support a major gifts program. Led trainings to train all team members on how to utilize the CRM database to support prospecting efforts.→ New staff: Participated in the hiring, onboarding, and mentoring of the new director of advancement operations as well as four frontline team members. Created and ran trainings to get the entire team up to speed on using the CRM database to support their fundraising efforts.

Served as a member of the executive leadership team responsible for leading the philanthropy operations, innovation, machine learning / artificial intelligence, and technology divisions. Highlights:→ Rolled out AI solutions and modern technology to 21 nonprofits which led to 4x growth in qualified prospects and fundraising dollars raised.→ Led a team of 14, driving the development of ML modeling, data analytics, and user-friendly business intelligence dashboards→ Streamlined prospecting efforts and enhanced operational effectiveness for nonprofits.→ Achieved double-digit growth in client base and annual revenue.→ Spearheaded the specification development for an MVP fundraising CRM poised for market entry.

Crafted strategic fundraising initiatives, delivered training programs, and provided consulting services to nonprofit organizations, fostering operational excellence and efficiency.Highlights:→ Established virtual work content, training modules, mentoring, and professional development offerings.→ Expanded the philanthropy services team from a single member to nine, personally onboarding, coaching, training, and mentoring each team member.→ Supported 44 nonprofits through consulting, training, and operational support, leading to enhanced efficiency and excellence.→ Served as a mentor, transforming disjointed nonprofit teams into hyperconnected units, driving philanthropic efforts forward.→ Pioneered and led a Philanthropy Operations Forum in 2020, connecting 60 participants during the pandemic and offering strategies for success.

Collaborated with nonprofits to strengthen philanthropy operations, optimize CRM databases, and refine operational processes for efficient and effective fundraising efforts.Highlights:→ Established the philanthropy services division, developed processes, and created educational materials.→ Directed 36 client engagements, implementing development operations strategies, CRM database structuring, and analytics activation.→ Designed a comprehensive platform for Key Performance Indicators (KPIs) dashboards and reports utilized by all partner nonprofits.→ Mentored, educated, and trained numerous fundraising professionals at various nonprofit levels, including CDOs, EVPs, VPs, Fundraisers, Annual Giving, Prospect Development, and Operations team members.

Philadelphia, Pa, Us

Abington - Jefferson Health is the Philanthropy Pillar that financially supports the efforts of hospitals in Abington, Lansdale, and its affiliates to benefit the health and well-being of the community.Served as strategic leader managing development operations.Highlights:→ Nurtured 20+ relationships turning disconnected teams into hyperconnected teams.→ Added operational processes that increased efficiency by 70%.→ Led CRM conversion from Sage Millennium & Access Database to Raiser’s Edge consisting of 190K constituents and 300K revenue records.→ Trained and supported all existing and new CRM users.

Philadelphia, Pa, Us

The Philanthropy team at Fox Chase Cancer Center raised funds for the National Cancer Institute-designated Comprehensive Cancer Center research facility and hospital.As part of the development operations team, provided comprehensive customer service to 30+ professionals.Highlights:→ Led all CRM trainings and led conversion of enterprise level CRM from Team Approach to Blackbaud CRM.→ Increased operational efficiencies by developing a custom interface to transfer data between online and offline systems as well as an auto-generated receipting process.→ Initiated and led two internal end user groups which helped connect teams and improve operational processes.→ First recipient of the “Making the Difference Award”.

Bachelor Of Science (B.S.), Business Administration, Emphasis On Information Technology

Certificate, Foundations In Project Management