Charitable Services Program Director
Friends Fiduciary Corporation
Friends Fiduciary Corporation provides financial services to Friends schools, retirement communities, meetings, and other Friends organizations. In addition to socially responsible investment management, Friends Fiduciary provides charitable giving administration, support, and resources for Friends organizations and their donors. As Program Director, I provided oversight for all aspects of planned giving, trust administration and constituent education programs. Accomplishments included:• Facilitating gifts from more than 250 donors to establish Charitable Gift Annuities in excess $10.5 million over six years, resulting in an increase to the total pool to $14.7 million.• Creating and adapting educational programs on financial management and fundraising for various audiences within Quaker organizations and Meetings. • Planning and implementing biannual educational conference for development staff from Quaker organizations; increasing attendance by 33% over three conferences.• Assessing the needs of company in day-to-day administration and suggested new procedures for office administration and growth of the Charitable Services program.