Kara Yates Email & Phone Number

Winston-Salem, North Carolina, United States

Winston-Salem, North Carolina, United States

• Coordinate all direct mail appeals, develop and implement stewardship processes, oversee in-kind donations • Responsible for overall logistics of Men Who Cook event including recruitment of chefs, coordination of logistics at the event, selling of tickets and tables• Research, write, and steward all grant applications• Write generic copy and donor/guest/volunteer stories for hospital marketing materials, newsletters, and social media• Partner with team to strategically market, solicit, and steward major gifts and planned gifts • Assist with database management and process/procedure development and adherence

Greensboro/Winston-Salem, North Carolina Area

• Develop financial strategies by forecasting capital, expenditures, and staff requirements• Oversee production of and adherence to budget, financial reporting, fund accounting, and the annual audit • Manage the daily financial affairs of the foundation by processing cash gifts and gifts of securities, accounts payable, grants and charitable disbursements, payroll and benefits plan• Oversee production of tax receipts and gift acknowledgment letters• Oversee the client relationship between investment manager and investors including managing the Moravian Donor Advised Fund• Counsel staff on providing superior donor relations and impact reporting to constituents• Assist in organizational strategic planning, fundraising initiatives, and board development • Ensure security, integrity and confidentiality of data as database administrator for Raiser's Edge and FIMS databases• Manage the internal office infrastructure by working with vendors and service providers to ensure effective and efficient workflow

• Served as the primary point of contact for Advancement Records and Financial and Accounting Services for data and processes including establishing named funds, questions involving CRM database coding/processing, and ensuring that donor restrictions are appropriately documented and enforced. • Responsible for tracking recipients and appropriate usages for each fund.• Responsible for acquiring information and updating the stewardship database. • Utilized donor and financial databases and related technologies to support stewardship activities of university funds. • Managed the production of annual stewardship reports to named fund donors and contacts. • Actively involved with developing and maintaining procedural documentation for stewardship processes in the CRM database and related information sources. • Created new fund agreement templates and managed the process for amending agreements between the donors and the University's legal office. • Responsible for interpreting and executing University policy regarding fund agreements, naming opportunities and memorials. • Managed the catalog of naming opportunities and named spaces on the Reynolda Campus. • Worked with Advancement Services to provide appropriate, automated naming strategies for correspondence, nametags, honor rolls, etc. • Assisted the Donor Services team with the execution of stewardship events.

• Planned and executed stewardship and donor recognition events o Responsibilities included: drafting invitations and recording RSVPs; planning overall messaging and budgeting needs; writing speeches and agendas for university officials; ensuring catering, AV, floral and conceptual designs were all executed to the highest level of quality• Oversaw the production and mailing of over 1,200 annual stewardship reports to donors notifying them of how the university utilizes their fund(s) and the performance of their endowment o Responsibilities included: constructing overall theme; contacting students, faculty members and donors for interviews; researching fund use; editing materials; managing the overall compilation of publication pieces• Collaborated with employees from multiple areas of the university to inspire fundraising efforts and to ensure the proper use of endowed and restricted funds o Responsibilities included: working with fundraisers to identify potential campaign initiatives, projects, and proposals; partnering with financial and accounting offices to complete audits on various funds; coordinating with direct mail designers to ensure stewardship and solicitation communications are strategic and meaningful• Helped to create a culture of philanthropy among the student body by educating them on private donations and university needs o Responsibilities included: collecting over 2,000 hand written thank you notes; coordinating Love a Donor/Tuition Free Day; hosting annual student and staff thank-a-thons• Collected and maintained accurate, useful and up-to-date stewardship information in the university database o Responsibilities included: processing fund agreements; collecting student biographies and quotes for use in publications; recording event attendees; updating contact information