Kayleen Hellard Email & Phone Number

- Responsible for constituent information management; including data input and extraction, gift processing, data analysis and financial reporting, and donor/customer relations programming - Ensure gift processing and receipting is accurate and meets all legal requirements set by Canada Revenue Agency- Report and monitor key financial and performance metrics of the development department- Ensure all revenue has been recorded accurately for month and year end- Set up and maintain… Show more - Responsible for constituent information management; including data input and extraction, gift processing, data analysis and financial reporting, and donor/customer relations programming - Ensure gift processing and receipting is accurate and meets all legal requirements set by Canada Revenue Agency- Report and monitor key financial and performance metrics of the development department- Ensure all revenue has been recorded accurately for month and year end- Set up and maintain development campaigns, funds, appeals and plans to track donor/sponsor cultivation, solicitation and stewardship efforts- Coordinate with IT, Finance and Guest Relations to ensure online and gate donation processes meet the needs of the zoo- Create and update policies and procedural manuals for gift processing, confidentiality of donor information and database administration- Safeguard the confidentiality of donor information at all times- Develop complex data queries and reports for senior management for budgeting, analyzing donor/customer giving and distribution lists- Manage current subscriptions and identify new sources of technology and practices to assist the development team in their fundraising activities- Provide technical leadership for staff with respect to Tessitura, and other programs- Expert in Charitable Revenue Act guidelines and makes recommendations to Development, Finance, and other departments with respect to fundraising practices, fund disbursement to external organizations, and confidentiality- Provide over site to the Donor Relations program and event management for the Development team- Deal appropriately with a wide range of inquiries from the public and donors/customers regarding gift information, events, and general questions about the organization- Directly supervise staff responsible for the various Advancement functions- Team lead for other departments, more specifically Finance, IT and Guest Relations Show less

Calgary, Canada Area

• Responsible for the management of Raiser’s Edge, Luminate, RE/LO connector and Import-o-Matic software programs specifically designed for non-profits to manage fundraising revenue and constituent information• Develop complex queries and reports for senior management for budgeting, analyzing donor giving and distribution lists• Recruit, train and supervise staff and volunteers in customer service and community relations as well as to help with all department work including gift data… Show more • Responsible for the management of Raiser’s Edge, Luminate, RE/LO connector and Import-o-Matic software programs specifically designed for non-profits to manage fundraising revenue and constituent information• Develop complex queries and reports for senior management for budgeting, analyzing donor giving and distribution lists• Recruit, train and supervise staff and volunteers in customer service and community relations as well as to help with all department work including gift data entry, tax receipting and volunteer roles during signature events• Responsible for developing and implementing engagement with donors and surrounding community to enhance and grow relationships with current and prospective donors• Develop appropriate acknowledgement processes and associated correspondence for donor/community stewardship• Project manage an annual giving portfolio including 6 direct mail campaigns as well as recurring donations for a total revenue of $1.4 million • Coordinate with Finance to ensure all revenue has been recorded accurately for month and year end• Balancing and reconciling of cash and credit/debit slips for revenue during signature events• Coordinate with IT to ensure that all software programs are running efficiently • Distribute, purview and disseminate calls from the public regarding donations, receipting, events, and general questions about the organization Show less

Calgary, Canada Area

• Facilitated effective donor relations by providing donor stewardship reports and monitoring of donor pledges against partner budgets/expenses• Summarized and shared all relevant overseas information with staff and public• Acted as primary contact with overseas field based staff and through them with overseas partners and project consultants• Liaised with staff and consulting company for IT projects, issues and concerns• Managed, maintained and updated all overseas financial… Show more • Facilitated effective donor relations by providing donor stewardship reports and monitoring of donor pledges against partner budgets/expenses• Summarized and shared all relevant overseas information with staff and public• Acted as primary contact with overseas field based staff and through them with overseas partners and project consultants• Liaised with staff and consulting company for IT projects, issues and concerns• Managed, maintained and updated all overseas financial reporting• Provided coordination, control and monitoring of overseas partner budgets and program funding• Accounts receivable and payable for all partner program invoices• Collaborated in the creation and development of information systems for overseas programs Show less

Calgary, Canada Area

• Reconciled campaign donations between Raiser’s Edge and accounting deposits• Maintained the Raiser’s Edge database for capital campaign purposes• Receipted donors promptly for donations made to the capital campaign• Created and distributed all campaign material• Provided research for grants and proposals• Liaised between staff and volunteers for the capital campaign (scheduled meetings, took meeting minutes, distributed campaign materials)• Coordinated Special Events… Show more • Reconciled campaign donations between Raiser’s Edge and accounting deposits• Maintained the Raiser’s Edge database for capital campaign purposes• Receipted donors promptly for donations made to the capital campaign• Created and distributed all campaign material• Provided research for grants and proposals• Liaised between staff and volunteers for the capital campaign (scheduled meetings, took meeting minutes, distributed campaign materials)• Coordinated Special Events (Ground breaking ceremony, Dog Jog, Cocktails for Critters) Show less

• Payroll• Accounts payable • Accounts receivable