Planned Giving Specialist
CurrentPlanned Giving Specialist (February 2017- Present) Administrative Assistant to the Director of Planned Giving (June 2013 - February 2017) Support Director of Planned Giving. June 2013, moved all open bequests & trust records into Donor Perfect database & created system to generate notification & ack letters & track status of estates & distributions. Prior to move, bequests & trusts were tracked on excel spreadsheets.• Follow up w/attorneys & estate execs re: estate status & confirmation that paperwork has been received. • Respond to & track donor inquiries on how to include Guiding Eyes in a Will or Trust. • Responsible for writing puppy program updates for Pathfinder Society active members. Members receive updates on puppy in training until puppy graduates with client. Work w/Regional Managers, Puppy Raisers, & trainers to provide timely & informative updates. Admin. Asst., Vice President of Marketing & Development (6/2010–6/2013) Admin. Asst., Director of Marketing & Communications (2/2012-2/2013) Admin. Asst., Director of Development (6/2007– 6/2010) Provided support to three senior executives. Managed special projects, ran campaign rpts, reconciled dept income to BO deposits, tracked dept expenses against budget, drafted donor ack letters & correspondence, organized donor events & supported dept activities below: • Planned & organized annual Lions Day event (150-200 attendees): catering, setup, registration, supervision of volunteers & the final accounting; Coordinated mtgs & projects w/other dept mgrs; Tracked $10M donor contributions & naming opps for org’s campaign to renovate Canine Development Center in Patterson, NY.Donor Perfect Database Administrator (5/2008 - Present)• Successfully oversaw implementation of new donor database system for organization; Train staff on system to ensure uniform data entry. • Document administrative & procedural processes for use in org’s FY analysis rpts, Annual Reports & fundraising campaigns.
