With over eighteen years experience managing Advancement Services Operations, specializing in process re-engineering and system design in the areas of gift posting, stewardship, prospect research and management. Living the good life in California....

Managed twelve person team consisting of data analytics, gift posting, constituent records management. Implemented various process automations in the gift posting area and campaign reporting tools using Salesforce, Banner 9, Tableau.• Developed business requirements for campaign dashboard reports and other fundraising performance reports.• Re-engineered gift processing systems including the use of gift check scanning directly to our bank, batch processing of gift entry, streamlining the generation of daily gift reports and donor receipts.

Develop segmentation strategy and messaging for annual fund mass appeals: US Mail, email, online. Responsible for the operation of the student phonathon and class agent volunteer programs. Manage gift processing, constituent records, prospect research, and IT services for the Office of Institutional Advancement.• Designed and implemented volunteer portal for class agents to use when stewarding and soliciting classmates.• Increased dollars and donors at the $1,500 level through successful marketing campaign for matching gift challenge.• Reduce production cost for annual class agent appeal through package redesign and sending recent graduate appeal via email.• Implemented electronic pledge reminders• Expanded the role of the gift recording team to include pledge reminders and stewardship mailings.

Manage gift recording, prospect research and provide information technology support for the Office of Institutional Advancement.• Reduced gift processing time from an average of 10 days to less than 3 business days for 99% of gifts.• Developed and implemented tools that reduced processing time for solicitation segments from days to minutes.• Developed and implemented fundraising performance dashboards based on Banner Advancement module using Access and Tableau software packages.• Developed donor prediction models using Rapid Insight software package and worked with fundraisers to implement results.• Standardized and simplified the calculating annual fund ask amounts.• Led project to redefine the composition of the Mills College Annual Fund.• Implemented changes in gift recording processes for scholarships that allowed the College to move approximately $80,000 per year from restricted funds to unrestricted funds.• Introduced automated daily new gift and pledge reports.• Initiated and supervised audit of the scholarship stewardship process and the project that converted the management of the process from Excel to Access.• Implemented process of systematic wealth screening for donor base.• Supervised the implementation of Prospect Plans and Proposal Tracking modules using Banner.• Review donor proposals and gift agreements for conformance with the College’s Gift Acceptance Policy.• Registered the College as a fundraising organization in all 50 states.

Manage gift recording, prospect research and provide information technology support for Development and Alumni Relations Departments.• Designed strategy and implementation for the post conversion success of the Banner database conversion within Advancement.• Identified needs, gathered business requirements, proposed technical specifications for web applications and reports that enabled Advancement to operate more efficiently including: Prospect Management System, Event Management System, Scholarship Stewardship Application, Report of Gift Review and Publication Tool, Annual Fund Ask Amount Review Tool, Paperless Phonathon Caller Application, Pledge Reminder Production, Mailing List Builder.• Achieved a 90% reduction in the number of ad-hoc data requests to the IT group.• Redesigned annual fund segmentation strategy based on donor behavior vs. donor demographic attributes.• Introduced predictive modeling within prospect research and integrated modeling techniques into the solicitation process• Participated in the design and implementation of iModules on-line communities.• Lead task force overseeing the restructuring of Advancement's volunteer management process.

Manage gift recording,and provide information technology support for Development and Alumni Relations Departments.

Defined business requirements, developed work flows and managed project activities for Web based services including multi-divisional customer support infrastructure for building online technical libraries, problem solution database, and providing live engineer support when requested by customer.