Juli Meyer Email & Phone Number

Responsible for building and nurturing strong client relationships to drive success and exceed organizational goals. Connect with clients to understand their needs, develop tailored strategies, and implement effective marketing campaigns to achieve desired outcomes. Guide clients through marketing, provide expert advice, and ensure satisfaction. Dedicated to positively impacting the nonprofit sector by delivering exceptional service and maximizing client engagement and retention. Coordinates with our clients to ensure their satisfaction and success within their planned giving program. Identifies future opportunities and develops strategies to help grow the company.

Remote

Responsible for directly and collaboratively developing, maintaining, executing, and improving the organization’s major gift fundraising programs and activities. Identify, cultivate, and solicit donorswhile developing long-term relationships and growing smaller donors into more significant contributors.Collaborates with the department head to help develop and maintain the PlannedGiving Program.Plans donor fundraising events from inception to completion.Assists the Development departmentwith research, outreach, and cultivation of corporate partners.Works with influencers and otherindustry professionals to manage and maximize strategic partnerships. Uses creative ideas to target alarger audience to grow our fundraising and membership bases.

Mobile, Alabama, United States

Raised funds through major gifts generated from individuals, corporations, and foundations for adesignated geographical area of a Salvation Army Division. Develops and nurtures a Donor Portfolio,Moves Management Plan and maintains accurate and timely donor records and reports. Establishedand maintained effective donor relationships and communication. Served as liaison to localcommanding officers, Advisory Organization members, and other Development staff at the Divisionaland Territorial levels to achieve development goals.

Washington D.C. Metro Area

Responsible for developing and implementing state fundraising action plans to achieve fundraising goals established each election cycle. Manages one-half of the country to ensure local and state HBAs promote BUILD-PAC, recruit new contributors, and meet/exceed assigned state goals. Manages high donor invoicing and donor follow-up. Works to maintain current high donor club members in the Capitol and Platinum Clubs. Fundraises to grow all high donor clubs and increase general participation within the NAHB Federation. Works with PAC leadership to follow up on all non-responsive contributors. Works to promote BUILD-PAC awareness within all of the NAHB membership groups. Responsible for BUILD-PAC communications, including updating all BUILD-PAC content on nahb.org regularly. Drafts and executes other BUILD-PAC solicitations to NAHB members. Writes talking points, scripts, and other BUILD-PAC updates for PAC leadership and trustees. Responsible for BUILD-PAC content on nahb.org. Designs and executes marketing materials to be used in education and fundraising.

Fairfax, Va

Ongoing collection, collation, and data analysis to prepare reports and recommendations to facilitate and implement marketing strategies and methods adjustment. Coordinate with the Administrative Assistant to ensure information databases are continuously updated and current with accurate, timely informationParticipate in regularly scheduled meetings and working groups to analyze data, formulate new strategies, and implement the resulting operational procedures. The primary point of contact for clients providing assistance, recommendations, and guidance to address inquiries and remediate any operational problems or issues. Identify and refer prospective clients to the appropriate Assistant Director of the respective geographic region. Provide support for any events that are held for our recognition society.

Fairfax, Va

Managed and coordinated the activities of the Planned Giving office on a day-to-day basis. Fulfilled information requests from donors, potential donors, NRA field representatives, and estate planners. Managed or assisted with projects and essential tasks necessary for the continuous and trouble-free operation of the department. Entered and maintained critical information in the donor database by division guidelines. Provided monthly reports of donors for the Executive Director. Completed purchase requests, maintained record files of outstanding purchase orders, prepared invoices for payment authorizations, and maintained records of paid invoices to ensure reconciliation and continuity with the monthly budget. Managed travel arrangements, itineraries, and other materials required for personnel within the Department of Planned Giving. Processed and reconciled expense reports in an accurate, expeditious manner. Participated in regularly scheduled department-wide staff meetings and was responsible for recording and maintaining minutes.