Kate Hicks Email & Phone Number

Toronto, Ontario, Canada

Stouffville , On

-Managing Planned Giving - Legacy department-Managing annual revenue between $4 Millon to $9 Million -Identifying planned giving donors and prospects-Working with the provincial Animal Centres and affiliate Humane Societies -Educating and providing assistance, advice, training and support -Managing up to 200 open Estate files - full Estate Administration-Promoting every type of Planned Gifts : Bequests, Life Insurances, Securities, annuities, charitable remainder trusts,… Show more -Managing Planned Giving - Legacy department-Managing annual revenue between $4 Millon to $9 Million -Identifying planned giving donors and prospects-Working with the provincial Animal Centres and affiliate Humane Societies -Educating and providing assistance, advice, training and support -Managing up to 200 open Estate files - full Estate Administration-Promoting every type of Planned Gifts : Bequests, Life Insurances, Securities, annuities, charitable remainder trusts, endowment funds etc.-Events-Working in partnership with Major Gifts-Working with donors, estate lawyers, accountants, insurance agents, financial planners and associated family members to facilitate the completion of a variety of gifts-Building and establishing strong relationships with key stakeholders -working with the entire Development Team-Develop Annual Plans and Budget-Data processing of KPI and provide regular reports on progress-Managing three year marketing strategy -Coordinate communications and direct mail peices two to three times annually-Worked on corporate sponsorships for our annual conferences for 3 years Show less

Toronto, Ontario, Canada

-Managing and running the family business alongside of the President and Vice President - Directing all orders and overseeing financial revenue of the corporation. -Approval of Financial statements. -Executing annual budgets and strategic plans. -Reporting to the President and assisting with all aspects of business' production

Newmarket, On

-Consulting with new and existing donors and their financial and legal advisors and handling all planned gifts including will bequests and gifts of life insurances and securities.-Raising over $750,000 annually in known expectancies, supporting the Foundation’s annual operating plan and budget and played a key role in developing the annual budgets for my potfolio.-Building life-long relationships with supporters by developing and implementing meaningful engagement… Show more -Consulting with new and existing donors and their financial and legal advisors and handling all planned gifts including will bequests and gifts of life insurances and securities.-Raising over $750,000 annually in known expectancies, supporting the Foundation’s annual operating plan and budget and played a key role in developing the annual budgets for my potfolio.-Building life-long relationships with supporters by developing and implementing meaningful engagement strategies.-Supporting all Funeral Homes in Northern York region in terms of memorial donations and support of families of the deceased.-Developing strategies for identification, cultivation and solicitation of prospects.-Developing and implement strategies to effectively liaise with professional advisors: lawyers, accountants, wealth managers.-Implementing the Iceberg Philanthropy direct mail program.-Continuing to work with Communications on specific materials designed to grow the number of expectancies annually-Driving the annual Hospital Family Campaign, including planning and coordinating events.-Managing the portfolio of Service Clubs across the Region (and some provincial); converting members to individual donors and met with all clubs to bring the latest information about Southlake to them; cultivate and solicit them.-Converting Service Club members to planned giving supporters.-Attending numerous community events and assisting in coordinating the events and representing Southlake Foundation.-Work very closely with donors: Stewarding donors through a variety of methods including facility tours, personal calls and home visits.-Working with Communications to develop new material for all areas of portfolio .-Support Board Members with prospect identification and solicitation.-“Exceeded Expectations” in terms of my annual performance commitments every year at Southlake.-Developing a system to reach out Retirement homes and deliver communications materials and messaging. Show less

Newmarket, Ontario

-Working on Major Gifts-Working on Planned Gifts-Working on Events and planning

- Consulted with new clients and finalized documentation which resulted in increased profitability.- Prepared files for Summary, Ordinary bankruptcy proceedings and Proposal filings in order to adhere to the Bankruptcy and Insolvency Act (“Act”).- Handled all bankruptcy and proposal notices and oversaw the entire process to satisfy policies and procedures of the Act.- Partnered closely with customers, creditors, and legal representatives to resolve any issues.- Focused on… Show more - Consulted with new clients and finalized documentation which resulted in increased profitability.- Prepared files for Summary, Ordinary bankruptcy proceedings and Proposal filings in order to adhere to the Bankruptcy and Insolvency Act (“Act”).- Handled all bankruptcy and proposal notices and oversaw the entire process to satisfy policies and procedures of the Act.- Partnered closely with customers, creditors, and legal representatives to resolve any issues.- Focused on bringing in clients from the Hungarian community, marketed at events and social gatherings which resulted in obtaining up to 15% of the new clientele.- Managed escalated issues including monitoring and reporting on secured properties to ensure that all assets sizeable were realized on according to the rules of the Act.- Prepared daily, weekly and monthly reports and monitored payment schedules for proposals.- Created Section 170 Reports to prepare for court hearings and discharges.- Conducted 1st and 2nd counselling sessions to conform with mandatory requirements.- Attended in court to deal with oppositions on bankrupts’ discharges with Trustee.- Managed all of the banking for the department in a professional manner. Show less

Toronto, Canada Area

- Ensured smooth operations within the organization while upholding the institution’s mission and vision and adhering to its set standards.- Assisted Trustee in Bankruptcy with court files and other legal proceedings.- Attended the Bankruptcy courts with the Trustee and assisted with the documentation and matters in question.

Oakville, Ontario

Office manager and payroll.

Le Cafe Restaurant

Toronto, Ontario

Toronto, Canada Area

- Assisted with journal launches including organizing startup material and verified receipt of all pertinent information and documents.- Implemented marketing campaigns to increase sales and promote company branding.- Tracked advertising for individual journals and assured they were placed prior to deadlines.- Managed all accounting functions like AP and AR to ensure company profitability.

Original Canadian Gift Planning Course, Non-Profit/Public/Organizational Management

Activities and Societies: Fundraising The Original Canadian Gift Planning course is the longest-running and one of the most respected.

Prospect Research, Philanthropy

Investment Funds In Canada Certificate, Investment Funds In Canada

Currently enrolled.

Insolvency Administration Course Certificate

Insolvency Counsellor'S Qualification Course, Certified Counsellor

Sociology Criminology, Bachelor Of Arts

Education record