Laurel Shulman Email & Phone Number

Durham, North Carolina, United States

Durham, Nc

⏵ Lead database migration, training 19 staff on new platform and prioritizing data capture related to our strategic goals.⏵ Eliminating 8 shadow systems to improve data quality for organization’s reporting and decision making, vastly improving internal efficiency.⏵ Provides fund liaison service, communications, and resources to a portfolio of 107 funds valued at $35M+. Manages relationships with fundholders who are interested in environmental and racial equity issues.⏵ Co-founded internal Equity Team, working with Foundation staff and Board members to initiate learning within each functional team as well as recommend process and policy redesign through an equity lens. ⏵ Reactivate 103 dormant fundholders representing $12.3M charitable assets, to reengage in their philanthropy and support local nonprofits, including the Foundation’s discretionary programs.⏵ Partners with key stakeholders, Community Engagement, Marketing and Communications, and Finance departments to plan projects, develop strategic goals, and manage grant execution process successfully.⏵ Connects fundholders with Foundation grantees to build community partnerships and evaluate grantmaking impact and fund alignment. Navigates the intricacies of working cross-functionally with various teams and senior leaders.

Durham

⏵ Salesforce System Administrator, key internal CRM resource, iteratively customizing to streamline organizational efficiency, training staff, increasing database information captured by 18% in the first 6 months and greatly informing annual fundraising strategy and grant reporting abilities.⏵ Driving force of system and process management at educational garden, identifying process gaps, designing solutions, freeing greater than 10 hours / week from administration staff.⏵ Direct Projects include: Annual Report 2015 & 2016, Operational Sustainability Plan, Grants management and support, Budget tracking & management, Vendor management.⏵ Communicated daily by phone and email with current and prospective donors: built and stewarded relationships to support efforts to attain major gifts valued at $10K+.⏵ Strategic leader on Mission and Business Planning Teams, overhauling current intervention programs, eliminating mission drift, and creating a new middle school educational opportunity for 1st-12th graders.⏵ Developed targeted donor campaigns, providing data and support to successfully improve fundraising efficacy and maximize campaign impact.⏵ Reported on foundation and government grants, compiled data for financial audits, and registered for state solicitation licenses to ensure compliance with regulatory guidelines.⏵ Represented organization at community events, speaking to diverse audiences in efforts to grow social and community awareness.

Piedmont, Nc

⏵ Managed event logistics for 35 + educational workshops with 6 Triangle Businesses and nonprofits, teaching cheese making skills to over 425 individuals.⏵ Clients included Carrboro Greenspace, Abundance Foundation, Urban Adamah, Fifth Season Gardening

⏵ Freed up 7 hours / week for CEO and designed Operations Role.⏵ Increased client retention by 21%, resulting in higher sales performances by students.⏵ Attended training and classes, including Sandler Foundations, Sandler Presidents Club, Strategic Management Solutions, Strategic Customer Care, Cold Calling Bootcamp, and Prospecting Workshop.⏵ Clients included Sandler Training, New Horizons Professional Development.

Carrboro, Nc

⏵ Managed three residential projects with 60 dwellers with a combined worth of $1.5 million.⏵ Crafted organizational bylaws to ensure compliance with changing legislature.⏵Participate in developing WCHA affordable housing policy through monthly Board meetings.