Maureen Clark Email and Phone Number

Assist the Director of Gift Planning in managing the college gift planning program, including record keeping in Raiser's Edge, marketing, communications, and coordination of annual legacy society event. Responsible for IRA, DAF, stock, and bequest acknowledgements. Support 45th, 50th, 55th, and 60th reunion committees. Assist with donor visits, onboarding of gift officers, and signature college events, including Homecoming, Family Weekend, Alumni Weekend, and Commencement. Research funding opportunities and assist faculty and college leadership in preparing and submitting grant proposals. Member of the planning committee for annual student emergency fund benefit. Notary Public for the college.

Promoted to Manager from Executive Assistant to the CEO/President. Supervised administrative functions for association management clients. Coordinated and oversaw client programs, events, communications, board and committee meetings. Provided leadership and event coordination for client events, including supporting fundraising and social media efforts. Drafted copy for client communications, including annual appeal letters, donor acknowledgements, newsletter items, printed programs, and talking points. Proofread, edited, and approved print, email, web materials. Responsible for onboarding and offboarding of clients and participated in business development activities.

Primary contact and comprehensive resource for all interactions with the parish. Produced weekly bulletin, updated website, and prepared educational materials. Composed correspondence including drafting annual stewardship appeal. Coordinated parish functions, supported all parish ministries, and supervised office volunteers. Maintained parish database, records, and calendar. Scheduled meetings, coordinated mailings, compiled reports, facilitated bill payment, scheduled parish maintenance, and ordered supplies.

Researched and responded to elevated client issues on behalf of principal of department serving high-net worth clients. Interacted with multiple departments across the company to resolve complex client issues.

Led a staff of 10 telephone associates serving high-net worth clients. Mentored associates on client cultivation skills, facilitated staff meetings, and coordinated training sessions.

Provided personalized and comprehensive financial service to high-net worth clients.

Educated clients on retirement products and services. Wrote articles for department newsletter.

Responded to client requests over the phone and in writing. Resolved client issues. Educated clients on mutual fund products and services.