Natalie Mcquiston, Cap® Email & Phone Number

• Responsible for developing a strategic vision and plan to enhance client engagement and drivegrowth and donor retention. Lead team of philanthropic strategists serving client accounts$1-15M, overseeing workload management and continual client relationship training.• Provide exceptional service to managed book of ultra-high net worth philanthropists, familyoffice, and corporate clients, focusing on strategic enterprise goals of growth, retention, andengagement.• Partner… Show more • Responsible for developing a strategic vision and plan to enhance client engagement and drivegrowth and donor retention. Lead team of philanthropic strategists serving client accounts$1-15M, overseeing workload management and continual client relationship training.• Provide exceptional service to managed book of ultra-high net worth philanthropists, familyoffice, and corporate clients, focusing on strategic enterprise goals of growth, retention, andengagement.• Partner with businessleaders to identify opportunities to improve service level agreementsusing a data driven process for automating client development programs. Train end-users tofully adopt new initiatives.• Leverage relationships with IT & Marketing departments while serving as subject matterexpert to advocate for client needs and increase adoption and integration of new businessinitiatives.• Work closely with team leaders to develop and lead regular training opportunities for staff,ensuring clients are supported by staff who are knowledgeable on the current state ofbusiness strategies, service models, and industry practices.ACHIEVEMENTS• Promoted from Philanthropic Services Specialist to Senior Philanthropic Strategist -January 2023• Received organization's highest accolade for active role in the continual training andeducation efforts for the Client Services Team in April, 2022.• Promoted from Philanthropic Services Representative to Philanthropic ServicesSpecialist - January, 2020• Developed and qualified book of business for targeted relationship management,primarily stewarding high net worth accounts with assets of $5-15 million. Managedclient relationships with a focus on strategic objectives such as 90% account retention,20% account growth, and 70% account engagement. Show less

Greater Philadelphia Area

Designed and implemented a new donor cultivation program targeting high net worth donors.Collaborated with business stakeholders to ensure cross-departmental support for the newprogram, delegated roles and responsibilities, and led peer training.• Partnered with colleagues in the Research & Strategy and Marketing teams to developquantitative data collection and analysis resources. Utilized data insights to refine donordevelopment methodology and to design targeted email… Show more Designed and implemented a new donor cultivation program targeting high net worth donors.Collaborated with business stakeholders to ensure cross-departmental support for the newprogram, delegated roles and responsibilities, and led peer training.• Partnered with colleagues in the Research & Strategy and Marketing teams to developquantitative data collection and analysis resources. Utilized data insights to refine donordevelopment methodology and to design targeted email campaigns.• Developed and qualified book of buisness for targeted relationship management, stewardinghigh net worth. Managed client relationships with a focus on service offerings includingGranting Services, Complex Asset Donations, Philanthropic Advice, and Legacy Planning.ACHIEVEMENTS• Collaborated across Client Services and Business Development teams to achieve annualbusiness objectives of 200+ new accounts account increases yielding over $500M in revenuegrowth. Show less

Malvern, Pa

• Conducted market research, planned content strategy, and developed brand blueprints forintegrated marketing campaigns.• Collaborated with a web design team to develop site architecture, wrote brandedmessaging and planned online customer experience strategy to increase clients’ customerengagement and brand awareness.• Managed client relationships for independent not-for-profit clients and implemented themarketing, branding and web initiatives to maximize web traffic and… Show more • Conducted market research, planned content strategy, and developed brand blueprints forintegrated marketing campaigns.• Collaborated with a web design team to develop site architecture, wrote brandedmessaging and planned online customer experience strategy to increase clients’ customerengagement and brand awareness.• Managed client relationships for independent not-for-profit clients and implemented themarketing, branding and web initiatives to maximize web traffic and increase donor engagement. Show less

Loyola University Maryland

Managed the Creative Assistant Team, assigning and directing promotional projects and initiatives designed to advertise CCSJ service programs to the broader Loyola Student Community.Directed the implementation of CCSJ publicity & marketing initiatives, web content development and branded social media strategy which increased student engagement and participation.Acted as the Marketing & Publicity liaison between CCSJ administrative staff and nonprofit organizations throughout the… Show more Managed the Creative Assistant Team, assigning and directing promotional projects and initiatives designed to advertise CCSJ service programs to the broader Loyola Student Community.Directed the implementation of CCSJ publicity & marketing initiatives, web content development and branded social media strategy which increased student engagement and participation.Acted as the Marketing & Publicity liaison between CCSJ administrative staff and nonprofit organizations throughout the Baltimore community to coordinate the facilitation of publicity initiatives. Show less

Bachelor Of Arts (B.A.), Public Relations, Advertising, And Applied Communication; Marketing

Activities and Societies: Student Employee for Loyola University's Maryland Center for Community Service and Justice Vice President.

Bachelor Of Arts (B.A.), Communications, Marketing