Director Of Philanthropy
CurrentAs Director of Philanthropy for Covenant Living, Golden Valley, MN, I am a key campus leader responsible for growing and managing the culture of philanthropy to advance the organization’s mission. Gift planning includes securing gifts through bequests, charitable gift annuities, trusts, retirement plans, life insurance, and similar giving vehicles. Developed and led innovative annual fund giving and major gifts strategy. Oversees charitable giving through annual funds, major gifts and planned giving while building relationships through daily interactions with residents. Collaborate with national team to develop marketing strategies for planned giving, CRM conversion, and developing policies/prodecures. Directs the identification, qualification, solicitation, and stewardship of major, and planned gift prospects and donors.CHARITABLE GIFT PLANNING • Secured 20 gift intentions $1.6 million+ and $1.5 million+ realized planned gifts.• Increased board reserve fund by 15%.• Established metrics around gift planning goals. • Liaison with external financial institutions relating to gift planning. • Leveraged Crescendo Integrated Marketing for gift planning technology.• Maximized opportunities within database (Raiser’s Edge NXT) to identify new prospects.STRATEGIC FUND DEVELOPMENT• Established a moves management strategy for top 75 donors.• Raised annual fund giving from $30K to over $100K+.• Increased resident participation in annual fund by 50%.• Maximized 75% of identified donor potential.• Increased vendor contributions by 20% annually. • Collaborate with campus administration to secure funding for capital improvements.DECISIVE BUSINESS DEVELOPMENT• Worked across the organization to identify opportunities for enhanced donor outreach.• Collaborated to establish best practices around planned giving policies and procedures.• Developed strategic plans with corporate finance to levearage additional contributed income.Contact: mwest01@covliving.org