Julie Davitz Email & Phone Number

New York, Us

Leveraging years of global and domestic social impact experience, Julie founded Plus Media Solutions to provide direct, curated solutions based calls to action for audiences around the world.

Boston, Ma, Us

BNP Paribas, a privately owned company based in Paris, acquired Bank of the West, based in San Francisco, and declared a corporation wide mandate to lead the industry in wealth advising by “helping clients do well while doing good.” In order to turn that mandate into concrete actions within the new and bespoke wealth management division, I'm working to create a comprehensive strategic philanthropy and purposeful investing platform that can be integrated into every client’s portfolio and implemented worldwide through a global wealth advisory network.In my engagement as Head of Strategic Philanthropy for BNP Paribas, I am building an advisory team that uses industry best practices to:• Guide Family Wealth Advisory clients in evaluating impact vs. risk in their portfolio allocation• Help clients evaluate and measure the impact of their philanthropy• Assist clients who want to set up private foundations, charitable trust or personal portfolios• Create opportunities for clients to network with like-minded investors and learn more about sustainability and philanthropy topics• Offer clients philanthropic and purpose investing options across all asset classes

As of January 1, 2010 I've officially launched my development and philanthropy consulting business - Julie Shafer Development + Philanthropy. Specializing in efficient, thoughtful and effective strategic planning for donors and grantees. Please check my web site www.jshaferdp.com for more details.

San Francisco, Ca, Us

Led the development team to fundraise for $8 million dollar annual budget and participated in the $95 million UCSF capital campaign. Reports directly to Nobel Laureate Stanley B. Prusiner, M.D. renowned for discovering and advancing the understanding and treatment prion disease. Manages a team of four direct reports.Strategy• Designed development strategy to launch the new Neuroscience Building at the Mission Bay campus.• Implemented expanded development strategy to neurodegenerative diseases research program.• Managed the design and deployment of organization's website and marketing collateral.Development• Raised $15 million over 2 years to support research centers and drug discovery programs.• Managed two development associates responsible for donor research, communication, tracking, event planning.Public and Professional Relations• Identified and recruited board members to participate in donor cultivation as part of their work on the Neuroscience Leadership Council.• Developed and edited all public-facing messages for the IND including public health updates related to the safety of food processing and food borne illnesses.

San Francisco, California, Us

Senior spokesperson, business manager and evaluator of nonprofit organizations focused on improving and expanding educational opportunities for youth at risk in the Bay Area. The Silver Giving Foundation is a family foundation which operates from a $90 million endowment. Managed a team of two direct reports.Strategy• Established all processes for awards, grants, evaluation and programming support.• Chaired the San Francisco Council of Educators and Administrators supporting afterschool networks.Development• Raised significant matching dollars per year to support foundation related student services.• Established new systems for grant making which streamlined donor/grantee communications. Public and Professional Relations• Supervised numerous community collaborations responsible for fund-raising, donor relations, event planning.• Managed and facilitated foundation board members events, meetings and board affairs.

Launched first marketing and sales campaigns to introduce Shafer wines throughout the East Coast, Southern California, Bay Area and Napa Valley restaurant and retail community. Grew sales by 30% YoY.

B.A., International Relations, Art History

Master Of Arts, Family & Child Counseling