Lauralee Bailey Email & Phone Number

Specialist in creating and building legacy programs and planned giving education for small and medium sized nonprofit organizations▪ Dynamic and passionate educator helping others understand and embrace new concepts and choices ▪ Masterful organizer with special attention to integrity, detail and follow through (See Key Projects)▪ Compelling presenter who connects, relates and encourages input and participation

Greensboro/Winston-Salem, North Carolina Area

I am excited to add to my work experience opportunities to engage in lifestyle print modeling. This work adds a richness and variety to meet and connect with organizations through marketing, communication and promotion.

Greensboro/Winston Salem/High Point - North Carolina

I am a member of Toastmasters International. I am working to advance my speaking and presentation skills to position myself for organizations needing fresh ideas and approaches to training of employees and development of programs. I have experience and am energized when leading small or large groups in learning new programs and concepts that impact life decisions. I have specialized in building planned giving programs for non profit organizations. I have expertise in managing short term projects that require attention to detail and value the necessity of engaging others to ensure success.

Duties And Responsibilities

* Identify targeted groups within database with strong potential for planned gifts  * Implement and build infrastructure for a Legacy Society program – Chartered 55 members - 2018 * Steward established donors, encourage planned giving and grow Legacy Society * Design Planned Giving brochures, webpage and other collateral materials * Provide support to identify and solicit major gifts to fund Cone Health institutional priorities * Oversee Project SNAP to promote a philanthropic culture through community engagement

* Presented to Leadership objectives for this 2 yr project to invite new philanthropic relationships* Facilitated over 60 community engagement events and collected over 2500 creative expressions* Utilized events as opportunities for teambuilding, empathy training and creative brainstorming* Partnered with 50+ Guilford county public and private schools - collected over 8000 pieces of art* Collaborated with artist to design mosaic mural to capture essence of theme with leadership input

Garner, Nc

As Director of Planned Giving and Marketing for the United Methodist Foundation, Inc. I had the pleasure of serving the needs of United Methodist Church congregations in the North Carolina Conference as well as individuals seeking ways to make a planned gift to benefit their church. The joy I recieved in this unique postion was two-fold. Helping churches cast a greater vision of serving Christ beyond its doors and into the wider community through the creation of an Endowment Program brought great satisfaction. I was blessed to be a facilitator of legacy giving when I was able to help individuals "finish well" by leaving an estate gift for their church. Personal and corporate stewardship both during our lifetime and beyond still is my personal passion and my desire is always to help churches to be a steward of dreams...God sized dreams.

Huntersville, North Carolina

Primary objective was to increase awareness and knowledge of the ministries of the United Methodist Foundation. Responsibilities included working with church related institutions to establish and promote new fund management accounts, new endowments and to raise awareness of planned giving programs to benefit congregations. Promoted year round stewardship in the life of the church, encouraged participation in the UMF Development Fund/Loan program, worked with individual donors with planned giving vehicles, provided educational presentations and seminars on personal finance, as well as individual and corporate stewardship workshops.Marketing responsibilities included: Writing, reporting and quarterly newsletters, creating and designing theme oriented Annual Reports, updating and maintaining Website and social media presence, presentation to prospective clients, local groups, regional gatherings as well as relationship management with existing clients. Provide quarterly verbal communication reports to the Board of Directors of the Foundation and make annual presentations of the Foundation's achievements to the annual stakeholder's meeting with up to 3000 participants.

Charlotte, North Carolina Area

Responsibilities include: reactive sales and services for self directed clients, executing and confirming securities transactions, provide limited research and counceling services on limited products, develop client relationships, proactive sales and prospecting with existing clients, offer cross selling solutions of banking and investment products.

Mooresville, North Carolina

Presentations of financial seminars consisting of three 2.5- hours sessions; facilitated follow-up financial solutions for debt free lifestyle, savings and investing strategies; analysis of long term goals, current investments and savings trends; provide retirement income projections and financial planning strategies.

Cornelius, North Carolina

Presentations of financial seminars consisting of three 2 1/2 hours sessions, prospecting of warm leads and follow up of attendees, analysis of long term goals, current investments and savings trends, provide retirement income projections and financial planning strategies,implement appropriate investment vehicles.

Davidson, Nc

During this period, earned fhe following licenses: Series 7, Series 66, Life Health and Accident Insurance, Long Term Care InsuranceResponsibilities include: input of computer data and building of client profiles, making prospect calls and scheduling appontments for Financial Service Reps, assistance with financial planning workshops, assistance in health and life insurance enrollment with various companies.

The Hague Area, Netherlands

As a business owner, living in the Netherlands, my responsibilities included marketing internationally and building a Kindermusik program overseas that grew to 136 students, teaching 15 full classes weekly, managing payable and receivable accounts, placing international orders for teaching supplies and instruments, shipping and distribution of teacher and student materials, building client relations in an international community - The Hague, NL.

Bachelor Of Music Education, Music Education

Activities and Societies: Member of Professional Fraternity "Sigma Alpha Iota," Student Teacher of the Year Acquired following certficate.

Bachelor Of Music Education, Voice