Megan Simpson Email and Phone Number

• Helps to prepare the mail schedule and proposes mailings for each fiscal year.• Drafts mail copy and response device received for approval by Chief Development and Communications Officer.• Queries RE NXT donor database to produce mailing lists for appeals and other mailings.• Gets approval for all direct mail and administrative expenses from Chief Development and Communications Officer.• Coordinates all activities of the Joyful Givers' (Pledge) Program, including monthly reporting. Maintains list of current active donors; has ideas to convert more donors to this pledge program; attempts to activate lapsed Joyful Givers; has ideas to recognize/reward Joyful Givers.• Keeps the Direct Mail Sample Book updated, to include all information as stipulated on the cover sheet in the book.• Drafts the thank you letters for each direct mailing piece and prepares individual thank you letters for major gifts, for review by Chief Development and Communications Officer and later signature of Executive Director.• Interfaces with Accounting to ensure appropriate posting of donations.• Maintains and updates all donor records both in database and in hard copy files, keeping all such records confidential.• Makes sure that all contributions are recorded in Raiser's Edge NXT database including direct mail, donor designations through payroll deductions, online donations, planned giving, major gifts, and corporate and foundation grants.• Reports financial success of each direct mail solicitation, tracking all revenue and expenses.• Prepares vehicle donation reports.• Assists in identifying sources for donor acquisition, and prospective estate, trust and major gift donors. • Activates lapsed donors.• Helps prepare for special events, such as Annual Golf Tournament and Christmas Gala.• Performs related duties as required.

• Manage the Raiser’s Edge database, including but not limited to gift entry, audit/updatebiographical information and constituent codes, create new appeals, funds, and campaigns,manage event modules, etc.• Create and update gift funds, appeal codes, campaigns, event registrations in RE NXT• Liaise with Accounting team to ensure smooth crossover of data from RE NXT to Financial EdgeNXT; perform bi-monthly accounting reconciliation duties• Ensure general maintenance of LFLA memberships/honorary memberships, includingacknowledgement letters, membership cards, data reports, and bookplate requests.• Provide tax receipts and process credit card gifts• Maintain records for pending payment issues, expired cards, unsigned checks, etc.• Update and maintain major donor files and Board files with major gift documentation and othercorrespondence as needed

• Serve as the primary administrator of the Raiser’s Edge database• Coordinate the processing of incoming gifts according to established protocols• Reconcile gift entry, prepare, revise, and distribute income, deposit, and credit card reports• Accurately enter gifts detail in Raiser’s Edge, add new donor records and update existing records as needed• Perform periodic maintenance to ensure that data is up-to-date, accurate, and de-duplicated, and that best practices are being implemented and documented• Download online donations and accurately import gift detail into Raiser’s Edge• Produce donor acknowledgement letters and receipts for gifts using Raiser’s Edge mail function• Maintain donor physical files, including proper documentation and attach media files when necessary to constituent records• Produce donor, gift, and income reports, lists, merge files, and labels as requested• Document all in-kind donations• Run queries as requested related to donor data• Create Weekly Stat Report for analysis• Work closely with the Financial Consultant and Operations Manager to provide reports and documentation for financial reconciliation and accuracy between the accounting database and Raiser’s Edge• Enter gift batches, print daily contributions, and gift validation reports, submit batches and reports• Manage credit card gift processing and documentation• Manage Matching Gift process, including documentation and follow-up• Create and maintain Formstack forms• Answer phones, pick up mail, assist in office email correspondence

• Enter all gifts from donors into the Raiser’s Edge Database• Responsible for Constituent Management, including, but not limited to, gifts and records, contact preferences, notes, and digital record keeping for donor histories and financial audits• Generate and send out weekly gift log every Friday• Coordinate with the Finance Department to ensure accuracy of revenue, monthly reconciliations, audit inquiries and response to donor inquiries• Ensure Donor Acknowledgement Letters are prepared and sent out once a week• Update Development Dashboards for internal, external, and board reporting• Generate Donor Pledge reports and reminders• Fulfill Report and Query requests from colleagues as requested• Responsible for general data cleanup as needed• Coordinate and assist as needed to support events, donor engagement, outreach and other fundraising functions• Respond to donor requests as assigned

-Oversee donor tracking systems & ensure proper data management standards & confidentiality.-Constituent management, gifts & records, contact preferences, notes & digital record keeping for donor histories and financial audits.-Ensure all gifts of current & deferred assets are properly recorded & acknowledged-Coordinate with the Director of Advancement & Finance Department to ensure accuracy of revenue, monthly reconciliations, audit inquiries, and responses to donor inquiries.-Prepare donor lists & reports on department goals, trends & fundraisers.-Maintain records of fundraising initiatives, goals & major donors-Coordinate & test all development technology updates.-Ensure accurate & timely data pulls/report generation.-Create/run queries for mailing/contact lists & various financial reports-Generate pledge reports & track outstanding gifts as needed -Update development dashboards for internal, external & board reporting-Manage mailing distribution of alumnae & school publications, Annual Appeal & other significant mailings to SMA constituents-Coordinate/assist to support events, donor engagement & outreach-Work with Director of Advancement to create donor profiles, wealth capacity updates, relationship status (discovery, cultivation, solicitation, stewardship), & tracking reports. -Develop/maintain calendar system for Foundation pipeline & reports-Prepare student progress reports to donors funding tuition assistance-Manage annual recognition of Corporate & Foundation partners-Manage & Oversee distribution of annual student "Thank You" letters to Foundations & Individual Donors-Work with Director of Advancement to develop/send all segmented acknowledgement letters-Manage mail distribution of the alumnae & school publications, Annual Appeal & other significant mailings to SMA constituents-Manage & Reconcile Purchase Orders-Coordinate/assist to support events, donor engagement, outreach & other fundraising functions

Process all Credit Card, Check, Wire Transfer, and Bequest donations received by Institutional AdvancementUpdate, as needed, Biographical information for Constituent recordsDeposit check donations in a timely manner with the bankEnsure that credit card information is up to date for donors with recurring donationsWork closely with the Development Officers in the various departments of Institutional Advancement to ensure consistent communication regarding incoming donor gifts and the appropriate allocation for these donations per donor intentComplete Matching Gift paperwork in a timely manner and send to companySend email notification to Donor Relations when we receive large and/or endowed donationsAssist in staffing both Alumni Reunion Weekend in June and Family and Homecoming Weekend in OctoberAssist Director of Advancement Operations with various duties related to her roleOversee Pledge Reminder System

Enter into our Millennium fundraising database all monetary donations that come into the Institute as well has handle all biographical updates for donors records. We are also responsible for making sure all check donations are properly deposited in the Caltech Credit Union each day, as well as sending out donor receipts on a daily basis.

A direct customer service role, I worked in the meeting rooms as a receptionist. My duties included signing up new members and answering any and all program related questions they had. I was also responsible for weighing in current members, making sure they had the current week's program materials, as well as listening to their frustrations and concerns. During and after the meeting, I also was in charge of ringing up any member purchases as well as entering any information that needed to be into the members records. Throughout the course of my shift, I was expected to provide exemplary customer service, oftentimes with multiple members at the same time, and, usually in an emotionally charged atmosphere.

Enter all donations coming into the hospital into the Millennium fundraising database along with all donor biographical updates. Other responsibilities included sending out donor receipts in a timely manner, generate any gift tribute cards, as requested by donors and take any donor phone calls that came through. Also responsible for verifying donation lockbox contents on a daily basis.