Juliet Carpenter Mccauslin Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

In this role, I manage a team and guide the strategic vision of Prospect Management for PPFA's Principal and Major Gifts. I oversee cross-division alignment of the team within the complex structure of PPFA’s development department and serve as a leader within the Principal and Major Gifts team and Development Department. In addition, I work closely with our Collaborative Fundraising Partners when onboarding new affiliates, and work to meld our team’s processes with CFP affiliate needs.

I serve as the primary prospect researcher for the Corporate and Foundation fundraising teams within a research team of three. I prepare detailed research profiles on foundations and corporations to assess fundraising strategy, relationships, and giving capacity. I participate in high-level strategy meetings to help answer questions about various organizations and individuals as they arise in strategy discussions. I also perform due diligence research on corporations to assess the reputational… Show more I serve as the primary prospect researcher for the Corporate and Foundation fundraising teams within a research team of three. I prepare detailed research profiles on foundations and corporations to assess fundraising strategy, relationships, and giving capacity. I participate in high-level strategy meetings to help answer questions about various organizations and individuals as they arise in strategy discussions. I also perform due diligence research on corporations to assess the reputational risk of a pending corporate partnership.In addition, I perform research on individuals and prepare biographical documents ahead of events that are utilized by WCS executives and fundraisers to identify and understand event attendees. Show less

Bronx, Ny

Austin, Texas Area

In this position, I researched and qualified potential donors for the McCombs School of Business by producing comprehensive reports on individuals using online, internal, and print sources. I collaborated with assigned development officers regularly to assist in prospect identification, qualification, and strategy. I conducted independent research to identify new prospective donors. I provided prospect management support to the School of Business by collaborating daily with gift officers… Show more In this position, I researched and qualified potential donors for the McCombs School of Business by producing comprehensive reports on individuals using online, internal, and print sources. I collaborated with assigned development officers regularly to assist in prospect identification, qualification, and strategy. I conducted independent research to identify new prospective donors. I provided prospect management support to the School of Business by collaborating daily with gift officers regarding policy, strategy, portfolio health, and pipeline movement. I worked closely with other members of the research team to provide coordinated and strategic prospect research and management for the university as a whole.In addition to these research tasks, I also provided training and user support to McCombs development staff for our prospect management database, as well as campus-wide training and user support for a major component of our home grown donor and alumni database, VIP. Show less

Austin, Texas Area

As a development associate within UT's gift and data services department, part of the University's central development team, I worked daily with aspects of matching gifts, pledges, constituent data capture, gift verification, and various other data management tasks.

Kansas City, Missouri Area

At the Nelson, my main responsibility was to process incoming membership payments and donations in an efficient and accurate manner. I deposited, recorded, and acknowledged payments for the Friends of Art and Society of Fellows membership programs, as well as general donations to the museum on a daily basis. In addition to data entry, I worked to maintain the integrity of the database by editing, cleaning, and updating donor records in our Raiser’s Edge and Patron Edge databases. I frequently… Show more At the Nelson, my main responsibility was to process incoming membership payments and donations in an efficient and accurate manner. I deposited, recorded, and acknowledged payments for the Friends of Art and Society of Fellows membership programs, as well as general donations to the museum on a daily basis. In addition to data entry, I worked to maintain the integrity of the database by editing, cleaning, and updating donor records in our Raiser’s Edge and Patron Edge databases. I frequently worked closely with executive and development officers to prepare tax acknowledgement letters for highly valued donors, and assisted with membership and annual fundraising campaigns. I often contacted museum donors regarding donation and membership issues. In addition, I assisted with internal mailings, data analysis, volunteer projects and other department projects as needed. Show less

Overland Park, Kansas

As a member of a small, highly collaborative development department, I worked in many aspects of non-profit fundraising while at Marillac. My position focused on data management, and I was the sole manager of the organization’s Raiser's Edge database. I processed all incoming donations, wrote and prepared all donor acknowledgment tax letters, and performed comprehensive data clean-up. I also generated fundraising and donor reports for review by the director and board members. In addition to… Show more As a member of a small, highly collaborative development department, I worked in many aspects of non-profit fundraising while at Marillac. My position focused on data management, and I was the sole manager of the organization’s Raiser's Edge database. I processed all incoming donations, wrote and prepared all donor acknowledgment tax letters, and performed comprehensive data clean-up. I also generated fundraising and donor reports for review by the director and board members. In addition to data management, I operated as the in-kind gift manager, and frequently solicited, coordinated, and organized the donation of in-kind materials. I conducted prospect research on various individuals and foundations, and I prepared prospect reports for the review of the director. I managed all data records and tracking for Marillac’s various special events through registration and seat assignment, silent and live auction organization, payment processing, and day-of-event coordination. Marillac produces all mailings for constituents in-house, so I frequently assisted in constituent fundraising mailings by coordinating logistics, pulling mailing lists, and preparing bulk mailings. In addition, I wrote grants for in-kind requests, managed social media, and assisted with other development tasks as requested. Show less

Kansas City, Missouri Area

While serving as an Americorps VISTA member with Harvesters, I performed a variety of duties in the organization’s fund development department. I worked directly under the Special Events Manager, and assisted with various fundraising events by writing and editing printed materials, producing mailings, recording reservations, and coordinating day-of tasks. I learned the principles of prospect research, and conducted research and prepared stewardship reports on donors and other funding bodies for… Show more While serving as an Americorps VISTA member with Harvesters, I performed a variety of duties in the organization’s fund development department. I worked directly under the Special Events Manager, and assisted with various fundraising events by writing and editing printed materials, producing mailings, recording reservations, and coordinating day-of tasks. I learned the principles of prospect research, and conducted research and prepared stewardship reports on donors and other funding bodies for the department's director and gift officers. I also entered donation and donor data into Raiser's Edge fundraising software on a daily basis. In addition, I performed the clerical tasks of the office including answering phones, interacting with volunteers, and corresponding with donors. Show less

Ba, History

I was selected to present my research at the Undergraduate History Symposium on the history of the UC Santa Cruz campus as a limestone.

Graduate Certificate, Grantsmanship

This certificate program administered by The University of Missouri Graduate School and the Truman School of Public Affairs fostered my.