Julia Lucas Email and Phone Number

DONOR RELATIONSHIPS• Manages an extensive portfolio of donor-advised funds• Works with fundholders to strategically recommend grants to desired missions and organizations through their DAFs• Provides timely outreach, communications, and customer service to meet fundholders' needs• Guides fundholders through the process of holding a DAF at the St. Louis Community Foundation, beginning with the new donor orientation through recommending grants, creating a philanthropic plan, expanding the DAF, etc.• Coordinates with Community Investment to serve as a connection between fundholders, the community, and local nonprofits• Processes grant letters and communications in accordance with fundholders' wishesDATABASE• Manages and maintains relevant donor and fund profiles in CSuite• Utilizes CSuite functions such as Opportunities to best track fund holder relationships• Builds reports and campaigns for donor and fundholder outreach• Explores CSuite tools such as the Grant Catalog to engage fundholders with the community

GRANT WRITING• Research and write grants to increase the annual fund • Develop narrative and copy for grants and grant reporting• Collect programmatic statistics for grant writing and reporting• Assist in creating a structured grant plan, particularly through maintaining modules in eTapestry linked to bi-weekly reports• Pull information for grant budgets and reports through eTapestry• Obtained Monsanto Fund grant, $10,000, for STEM based summer campsDATABASE AND GIFT PROCESSING• Manage and maintain the St. Louis Public Library Foundation’s eTapestry 7,000+ donor database• Develop best practices for managing the database• Create multi-level queries for direct mailings including invitations, solicitations and stewardship; run queries for information on donors, donor history and giving patterns; run standard queries such as NCOA and duplicate reports• Completed the Database Project and created a more efficient and consistent database, including but not limited to re-coding, reorganizing account types, investigating and streamlining queries and reports, and ensuring that information is accurate • Enter gifts into the database in a timely manner with attention to correct coding and documentation• Create acknowledgement letters through mail merge• Maintain and document communications, contact info, and any other relevant donor information • Draft acknowledgement letters for all gift typesOTHER DUTIES AND SKILLS• Revise the development binder to reflect best practices in managing eTapestry, and write new copy to be included in the binder• Assist in events held by the St. Louis Public Library Foundation for the benefit of the St. Louis Public Library• Update the Foundation website as needed; sends out mass emails as needed to communicate with donors including newsletters and follow-up emails to direct mailings• Work in Excel and Word on a regular basis, and attended beginning, intermediate and advanced Excel training at St. Louis Community College

GRANT WRITING• Researched and wrote grant proposals, letters of inquiry and grant reports• Created profile reports for each potential grant funder• Maintained and tracked foundation and grants calendar• Worked closely with the Development Director, Executive Director, Program Director and Business Director to ensure all information within a grant proposal is accurate and up to date• Assisted in maintaining organizational relationship with grant foundations (i.e. sending personal thank you notes) and communicated with foundations regarding any questions or uncertainties of their grant application process• Example of grants obtained: Barnes Jewish Hospital Foundation, $6,000 for General Operating Support of the Emergency Shelter; The Roblee Foundation, $5,000 for General Operating Support of the Emergency Shelter; The Lutheran Foundation, $30,000 for General Operating; The Episcopal-Presbyterian Health Trust, $12,000 for Permanent Supportive HousingVOLUNTEER COORDINATING AND CULTIVATION• Managed and coordinated the 200+ volunteers at Shalom House • Recruited new volunteers and donors with an emphasis on developing and maintaining relationships, along with maintaining and improving the relationships with long-term volunteers• Created fundraising and public outreach resources including letters of thanks, appeal letters, annual reports, quarterly reports and email campaigns • Attended and participated in public outreach events to promote the mission of Shalom House • Created and maintained written resources for communicating with and directing volunteers • Directed volunteer orientations for all volunteer roles and participates in volunteer training for certain volunteer roles• Assisted in planning volunteer and fundraising eventsOTHER DUTIES• Helped maintain communications on Facebook and the Shalom House website• Maintained and organized donor databases in Raiser's Edge and Marketvolt; formatted and designed mass emails in Marketvolt

Assist customers in choosing Soma Intimate merchandise that best fits their needs• Operate cash register• Organize and replenish merchandise on the store floorAs the sales lead, I supervised sales associates on the floor and personally handled any customer issues or complaints.

(grant-funded position)• Evaluated students for approval of financial aid through the Scholarship Foundation• Met with students for goal-setting and life-planning assistance• Assisted students in understanding financial aid for post-secondary education• Created and maintained Weekly E-mail Updates and Free Advice Column• Chose financial aid and social resources to be available to students utilizing the advisorʼs office• Attended, organized and planned outreach events at schools and colleges• Kept detailed logs on students utilizing the advising office for assistance

Sold Pottery Barn Kids merchandise to customers• Answered phones and answered callerʼs questions regarding Pottery Barn Kids merchandise• Operated a cash register

• Updated and maintained volunteer and contact database• Helped with grant research and with funding events• Helped to prepare mailings for Lydiaʼs house supporters and put together informational packets• Researched possible corporate donors• Put together data reports for the director of development