Lisa Caputo Email and Phone Number

--Establish and maintain the department’s overall data and customer information strategy and plan. --Track, analyze, and report on goals and objectives that measure performance for each major set of fundraising activities within the department. --Manage the donor pipeline and ensure prospects are moved through the pipeline from identification to cultivation, solicitation, and stewardship.--Maintain and enhance the prospect management system within Tessitura.--Use research and analytics to advise the Department on prospect and donor cultivation, as well as on overall department strategy.

--Lead the creation and implementation of a moves management system within Tessitura to bolster departmental transparency, manage donor pipelines, and promote donor centric fundraising.--Constructed strategies for donor cultivation and solicitation and worked with Development Staff to effectively move constituents through the pipeline.--Produced targeted prospect lists for all sectors of the Development Department, including lists for Board of Directors committee meetings, major donor giving societies at the $25K+ level, and corporate tour funding.--Supervised the Prospect Researcher and the Manager, Development Database to ensure research is accurate and timely and that Tessitura is continuously updated and enhanced.

--Delivered research blurbs for all events, including three annual galas, and instituted a new procedure to highlight notable prospects and donors for staff.--Administered a 136K+ constituent wealth screen to identify prospects and realigned portfolios using the data.--Created and maintained Board Demographics tracker for quarterly Nominating Committee meetings.--Verified donor crediting on all materials and documented crediting rules and procedures.

--Oversaw the creation of the moves management system in Salesforce and developed guidelines and metrics to increase donor visits and giving levels and retain organizational history.--Tracked prospects and donor movement specifically for Capital Campaign cultivation and solicitation.--Provided research and other special projects as requested by the Board of Trustees, Senior Leadership, and Capital Campaign staff members.--Trained and supervised the Research Department’s three additional staff members.

--Used free and fee-based data sources to efficiently research donors, identify new prospects, and analyze constituent giving capacities in support of a multi-million dollar annual fundraising goal.--Negotiated contracts with vendors to provide reference resources to development staff on budget.

I was responsible for maintaining the fundraising database and tracking donor memberships.

I cataloged periodicals, answered reference questions, updated research databases, and tracked materials that should have been delivered to the library.

I digitized an article collection and archived company back logs.

I was responsible for maintaining the fundraising database, planning donor events, and tracking grant statistics.

I tracked membership and helped the Development Director to plan donor events.

I ordered new materials and catalogued them. I was also responsible for writing a volunteer training guide.