Mary Rountree Email and Phone Number

• Develop and manage ongoing and timely Development services, including, but not limited to, gift processing procedures, data and technology use/training, budget and administrative services• Manage Development analytical software and database, including but not limited to Raiser’s Edge• Develop and implement ongoing comprehensive prospect research and donor prospect management, including prospect identification, prioritization, biographical and financial research, wealth and giving capacity analysis, and data mining• Oversee timely execution of stewardship program, including, but not limited to, gift acknowledgments, pledge reminders, and stewardship reports• Maintain Development departmental budget; track expenditures and report variances in revenue• Provide timely comprehensive donor prospect profiles and analytical expertise for Development Officers • Develop and implement timely donor reports, and master prospect tracking report; participate in Prospect Moves meetings assisting w/donor engagement and solicitation strategies of identified and rated prospects• Work closely with Regional Development Officers to provide operational oversight, analysis and support in branch offices within their assigned region• Work closely with Senior Director, Development in preparing internal and external analysis reports, stewardship documents, and briefings, including but not limited to Board of Directors, corporate donors and prospects• Manage a portfolio of 25 foundations and prepare solicitation grant proposals for timely submission• Oversee corporate Matching Gift program, including solicitation, donor submission requests, and proper recording of gifts in Raisers Edge database.

• Develop and implement ongoing comprehensive prospect research and donor prospect management, including prospect identification, prioritization, biographical and financial research, wealth and giving capacity analysis, and data mining• Provide timely comprehensive donor prospect profiles and analytical expertise for Development Officers • Oversee implementation of timely donor reports, and mast prospect tracking report, participate in bi-weekly Prospect Moves meetings assisting with donor engagement and solicitation strategies of identified and rated prospects• Manage a portfolio of 25 foundations and prepare solicitation grant proposals for timely submission• Prepare internal and external analysis reports, stewardship documents, and briefings, including but not limited to Board of Directors, corporate donors and prospects• Oversee corporate Matching Gift program, including solicitation, donor submission requests, and proper recording of gifts in Raisers Edge database• Manage Development analytical software and database, including but not limited to Raiser’s Edge• Designs and prepares reports by accessing databases or by consolidating data from multiple sources. Lays out report formats and produces reports. • Generates reports, presentations, graphics, forms and other documents to demonstrate information flow and project results.

Enters all gift entries, demographic and financial information on donors in Raiser's Edge database.Prepares custom queries, reports and export files for use by development staff.Prepares and proofed donor listings for annual reports and other recognition pieces.Oversees the clean up, coordination and maintenance of the database.Manages and writes all donor acknowledgement correspondence.Designs and prepares reports by accessing databases or by consolidating data from multiple sources. Lays out report formats and produces reports. Plans and implements gift processing procedures.

Direct team members responsible for all gift processing and acknowledgement activitiesAnalyze the database to enhance our fundraising effortsProvide strategies to key fundraising staff using data and analytics to maintain results, as well as assess financial modeling to drive incremental fundraising resultsProduce reports and analysis of data to improve fundraising resultsProvide strategic direction for the College’s data and technology usage. This would include executing effective training programs, overseeing upgrades, coordinating with IS&T and vendors, initiating regular national clean-up and coding projects Maintaining Raiser’s Edge fundraising database integrity & security.Coordinates annual budget preparation for the department. Prepares budget documents and tracks expenditures providing summarized periodic reports. Eliminating duplicate database records.Data-mine and analyze financial and strategic performance metrics to identify underlying drivers of success.Using queries, Excel and report writing functions to put together presentations for Board and Development Committee meetings.

Consult with internal team on capturing and leveraging constituent data across areas of the business.Ensure timely delivery of data and analyticsAssist analysts with project timeliness and prioritize requests and deliverables. Track requests and communicate delivery timing to data end users.Manage relationships with other business units CRM and Siebel/IT to navigate the needs of the analytic requests.Provide support to analysts for pulling data; Understand reporting tools (Business Objects).Collect, organize & audit the records as required to ensure that data solutions are tailored to business needs and end users.Designs and prepares reports by accessing databases or by consolidating data from multiple sources. Lays out report formats and produces reports.

Enters all gift entries, demographic and financial information on donors in Raiser's Edge database.Prepares custom queries, reports and export files for use by development staff.Prepares and proofed donor listings for annual reports and other recognition pieces.Oversees the clean up, coordination and maintenance of the database.Manages and writes all donor acknowledgement correspondence.Plans and implements gift processing procedures.

Administered, maintained and developed policies and procedures for ensuring the security, accuracy, and integrity of the Raiser's Edge database.Prepared custom queries, reports and export files for use by staff.Scheduled and conducted training workshops for staff and other system users.Reviewed, evaluated, designed, implemented, and maintained the database.Produced daily, monthly, annual financial ad hoc reports using Crystal Reports.Entered all gift entries, demographic and financial information on prospects and donors.Produced and coordinated all acknowledgement and reminder letters as scheduled.Prepared and proofed donor listings for annual reports and other recognition pieces.

Researched and identified individual, corporate, and foundation donor prospects.Prepared custom queries, reports and tables for staff using Business Objects RDBS.Updated, maintained, and managed the alumni database.Planned, coordinated, and executed special events and programs to support fund-raising.Provided administrative and secretarial support to the Director of Development.