Seasoned fundraising professional with 30 years of experience. Today, proud to be part of one of the oldest and largest community foundations in the US, with nearly 8 years at the nation's largest local home health care non-profit, and previously nearly 15 years with the world's largest local non-profit. Particular emphasis on strategic planning, board development, family philanthropy, budget planning, leadership and legacy giving, marketing, communications, individual giving, and planned giving. Proven leadership capabilities, successfully launching 5 family businesses while executing effective and comprehensive fundraising campaigns at previous employers. Successfully worked in consulting capacities to wholesalers and private firms, utilizing a knowledge and understanding of varied program management and development, cross-channel marketing platforms, and leveraging excellent analytic and interpersonal skills. Working with the nation’s leading philanthropic development and financial planning professionals, I have provided direction and guidance for executive officers, development executives, and marketing staff through innovative strategic planning, data analysis, research, and an understanding of the financial planning arena. Responsibilities have included serving as a key senior management leader, the head of fundraising departments, and principal marketing & communications officer (writing/creating collateral material, creating an annual direct mail campaign, producing annual reports, managing the organization's online presence and e-marketing campaigns, advertising/media planning, planned giving events, having editorial responsibilities). I am a results-oriented individual who pays careful attention to detail.Specialties: Strategic planning, family philanthropy, development, capital campaigns, budget planning, board development, team-building, planned giving, individual giving, marketing, communications, hospitality, customer-centric, small business planning & development. 21/64 Certified Advisor; proficient in Salesforce CRM and Blackbaud’s Raiser’s Edge; iWave and WealthEngine experience.
Listed skills include Public Relations, Fundraising, Event Planning, Strategic Planning, and 30 others.