Specialize in helping non-profits and advancement organizations harness the full potential of their systems, data, and ultimately, their donors. With 13 years of expertise in major Non-Profits and Higher Ed Advancement, I offer a unique, tailored approach that sets me apart from the rest.Services include:Blackbaud/RE Database View & NXT Expertise: Analytics, architecture, data cleansing, imports, queries, and exports.Pipeline Development and Moves Management: Optimize and strengthen your donor relationships.Prospect Research and Campaign Support: From wealth screening, prospect research, and pipeline building to compliance, stewardship, and annual fund.Interim Support and Training: Perfect for organizations facing staff turnover, ramping up for campaigns, or in need of a short-term boost.Why Choose Me?Unlike traditional consultants, I don’t bring a pre-set solution. I recognize that every organization’s data architecture, CRM system, and challenges are unique. My process starts with listening—understanding your pain points, goals, and the intricacies of your current setup. From there, I provide customized solutions designed specifically to meet your needs.Whether you need full-package services or support for specific projects, I am here to provide practical, actionable results that work with your systems—not against them. Let me help you turn challenges into opportunities and build a stronger foundation for your advancement and development efforts.

• Developed and executed strategies for advancement operations and research, aligning with Huron’s strategic goals for fundraising and alumni engagement.• Built and managed a robust prospect pipeline to support the fundraising activity of five people, including the President; AVP, Advancement; and Director, Advancement.• Oversaw the Advancement CRM/database (Raiser's Edge/RE NXT), gift processing, alumni and donor records, alumni data lists, and pipeline management to ensure seamless operations.• Led the creation of financial reports and reporting tools to drive data-informed fundraising efforts.• Ensured compliance with ethical fundraising standards and industry best practices, focusing on continuous improvement.• Collaborated across departments, including the President’s Office, Finance, IT, and Admissions, to coordinate Advancement data with institutional systems.• Managed the Development Assistant, Advancement Associate, and student interns.

• Led strategic prospect research efforts at Huron University to support fundraising goals.• Provided comprehensive biographical and financial prospect profiles for major gift development.• Oversaw moves management of the institution's pipeline and provided research support for various teams.• Managed the CRM database and solely responsible for building all queries, exports, and reports, and providing alumni data lists for a variety of events and fundraising initiatives.• Supervised 4 student interns, managing workflows, providing training and support

As United Way's focus on individual giving grew, my portfolio shifted away from annual fund to become solely focused on prospect research and database/prospect & pipeline management.

A unique dual portfolio, allowing me to flex both my creative and analytic skills.Responsible for conducting research on donors and prospects whose interests, connections, & capacity would predispose them to invest with United Way. This position also lead the strategic planning, conceptualization and execution of all direct mail solicitations contributing to annual goal achievement.Specifically:• Trained staff in database; set data standards and best practices for the organization• Supervisory responsibilities - managed workflow of Development assistant, students, volunteers• Provided database support and training to various United Ways across the country• Provided research of individuals, corporations, and foundations using constituent list segmentation, data mining, constituency screening and rating; as well as biographical, organizational and financial sources, including online database services, internet websites, library and government sources and other external repositories of public information• Analyzed and synthesized accumulated information to assess financial capacity, philanthropic tendencies, giving propensity and linkages• Provided written background summaries to Development team with a focus on growing major gift donor intelligence• Developed, and implemented methodologies to increase donor pipeline • Managed information pertaining to donor areas of interest, recognition requirements and particular donor preferences• Lead traditional and digital annual giving campaigns• Extracted donor information from database using prospect criteria, vet and clean data • Managed the comprehensive print/mailing process, from proofing to output• Administered all aspects of annual giving program, including direct mail, donor database, donor recognition and stewardship• Worked within annual budget for annual giving• Prepared ongoing reports for direct mail with growth demonstration

In this role I was responsible for United Way's annual fund campaigns, database management, prospect research, and administrative support. After a year and a half I was promoted and the administrative part of the portfolio was removed so that I could focus on annual fund and research, which became my two areas of expertise.