Natalie Mccarroll Email & Phone Number

- A part of the new Mid Level Giving team at United Way Greater Toronto- Building, developing, and maintaining donor relationships - Analyzing donor driven data and making recommendations on donor engagement and stewardship- Building and managing a portfolio of 500+ donors (giving $3000+) - Ensure data integrity by adding all actions in Blackbaud Spark System in a timely manner- Working collaboratively with Donor Engagement, Marketing and Communications, Finance, Operations and Events- Working cross departmentally with Corporate Donor Relations Managers and Senior Philanthropy to share insights on workplace campaigns and volunteer prospects- Support the donor experience through events, updates/communication on areas of interest of United Way’s work and other engagement opportunities- Focused donor discussion on Planned Giving/Legacy Giving based on donor relationship- Stewarding donors though virtual and in person meetings, thank you calls, thank you cards, concierge calls and regular communications touchpoints- Nominated for UWGT Culture Champion Award- Apart of UWGT Diversity and Equity Development and Retention Committee

- Provided thoughtful expertise in corporate, employee, and individual fundraising and engagement for a diverse portfolio of complex campaigns and organizations - Exceled at building meaningful and strategic relationships with all levels of volunteers and donors- Met and increased M&S portfolio goal in 2020 to $1.6 Million - Exceled at engaging senior volunteers to influence executives and CEO’s at partner organizations to help drive United Way’s goals and objectives - Enthusiastically delivered training, speeches, and presentations to workplace volunteers and donors to inspire, educate, and motivate - Managed Sponsored Employees ensuring they have meaningful experiences and meet their professional development goals, while leading them to deliver on campaign goals and objectives - Worked collaboratively and strategically with the SPO’s to ensure confirmation of MIG gifts

Toronto, Canada Area

- Ensure a high level of sales activity by District Vice President(s) by proactively booking meetings and developing relationships- Provide excellent advisor service- Organize team in an efficient, focused and diligent manner- Work with Corporate donations and gifting- Event planning: organization and execution of advisor events- Admin work (i.e. meeting prep, kits, expenses, closing meetings, managing inventory/budget) is completed with efficiency

Queen And Lee Branch

- A hybrid role where partial time is as an account manager as well as customer service representative- Fulfillment of most client needs such as open bank accounts, investment accounts/investment recommendations, mortgages and lending credit facilities (credit cards, loans, etc.)- Achieved one of the highest LTR of the branch - contributing to overall increasing the branch LTR- Head of the Branch social committee- Mutual Fund Licensed (IFIC)

- Managed campaign portfolios for Manufacturing, Services, Technologies and Communications Companies- Supported workplace volunteers in the planning and execution of Employee Giving campaigns- Deliver training sessions, speeches, presentations among other campaign materials to workplace volunteers & employees- Ensure workplaces and volunteers receive appropriate recognition while building and maintaining client relationships- Was elected Employee Campaign Chair (ECC) of the internal sponsored employee campaign, and not only met, but exceeded our goal to $25, 851.

- Aquatics Director in charge of 3 Mayfair locations (Mayfair West, Mayfair Lakeshore and Mayfair Parkway)- Directly manages a staff of 27 employees, in charge of recruitment and hiring within Aquatics departments - Structure and schedule swimming lessons for over 500 families- Increased Aquatics department swimmer participation at Mayfair Lakeshore location from 200 swimmers to 300 in 2012 and is currently at 399 swimmers – max capacity at the Lakeshore location - Increased swimmer participation at Mayfair West location from 60 to 125 swimmers in 2012 - Works with and recruits volunteers for Mayfair charity and special events- Manages budget, expenses, revenue and payroll for overall Aquatics Programming- Met and exceeded Mayfair revenue goals for Aquatics department – Annual revenue increase goal of 4%, revenue increased by 30% in 2012 - Coordinate events such as birthday parties and outdoor special events for members and non members- Develop and edit monthly e-newsletters - Manages and update Aquatics department public website- Create/maintain client database- Schedule programming such as Aquafit through CSI Scheduler ProgramAchievements- Promoted from Aquatic Supervisor to Aquatics Director in 2012- Promoted from Life Guard to Management in 2009- As Aquatics Director achieved 100% enrollment- Recognized by both Mayfair and Members for outstanding contributions

Actively participated in all aspects of the Wedding project planCoordinated with vendors, suppliers and event locations to ensure flawless executionDeveloped creative options to suit the bride and groom to ensure their day was a reflection of their vision

Developed Marketing materials to support sales and client acquisitionGuided calling campaigns designed to inform and build relationshipsDeveloped customized PowerPoint presentations for senior management to support the sales and revenue goals of the team.Administrative duties such as filling, contacting clients, excel spreadsheets and other general administrative dutiesAchievementsRecognized for contributions to the marketing team that resulted in net new revenueAchieved on management objectives

Bachelors Of Arts Honours, Communication And Sociolgy

Diploma, Corporate Media Production

Learned about corporate event planning and execution, PowerPoint presentations, website creation, the creation of Corporate videos.

Individual Giving - Major Gifts And Campaigns, Non-Profit/Public/Organizational Management