Nicholas Morgan Email & Phone Number

Washington, District Of Columbia, United States

Washington D.C. Metro Area

• Manager-level promotion resulting from exceptional performance in previous roles, and a demonstrated ability to be consistently expedient and precise across all areas of work.
• Donor Relations Manager position includes all responsibilities listed under Specialist, Donor Relations and Specialist, Gift Services positions, below.Additional accomplishments in this role include:
• Served as a core participant in the RFP process for a new CRM database software, evaluating RFP response submissions and assisting with internal decision-making
• Involved in 18-month CRM conversion from Blackbaud’s Team Approach to ROI Solutions’ Revolution Online. Participated in discovery, comprehensive data validation (qualitative/quantitative), and front-/back-end testing.
• Managed all customer service-related tasks associated with SO’s rapidly-expanding monthly giving programs (online, canvassing, telemarketing and check-writing), including personally handling all cancellation.
• Redesigned the mail/check distribution processing flow, saving time and resources across departments

Washington D.C. Metro Area

• Assumed additional responsibilities on top of previous work performed in the Gift Services Specialist role, including:
• Led an outsourced donor care team, assuming independent responsibility for high-level decision-making regarding all customer service matters
• Assumed expanded duties related to data reporting - generation of additional reports, application of complex data formatting, parsing of submitted Excel files, and report distribution via multiple platforms
• Honed technical skills via self-education in order to build and execute increasingly complex queries in the Team Approach database, resulting in cost-savings by performing additional querying in-house rather than paid.
• Worked directly with Blackbaud Support Center to resolve technical database issues.
• Acted as a core participant in the RFP process for a new keying/caging vendor, including site visits and analysis of submissions

Washington D.C. Metro Area

• Served as principal point-of-contact between Special Olympics and its 54 State Programs for all inquiries regarding donor information requests, gift services, and CRM operations
• Managed batch entry of all HQ-deposited donations
• Responsible for day-to-day gift receipting and tribute acknowledgements
• Utilized a variety of donor databases to manage donor accounts, confirm gifts, and support other maintenance, updating, and reporting initiatives to meet donor needs and maintain file integrity
• Orchestrated monthly database/revenue stream reconciliation both internally and with external data entry providers
• Worked closely with other members of the team on ad hoc, periodic, and routine projects to maintain and improve the organization's donor tracking and response

Washington D.C. Metro Area

• Served as client-side first point-of-contact for numerous vendors, ranging from full-service consulting and integrated marketing agencies, to production and post-production agencies, to creative design and.
• Demonstrated exemplary track-record of quality control across all stages of the direct mail process, from initial artwork through live sample approval
• Supported Director of Membership Fundraising in the day-to-day oversight and facilitation of all direct mail campaigns, including appeals, acquisitions, renewals and reinstatements
• Independently managed monthly direct mail renewal program (2+ years)
• Compiled back-end campaign reports in Excel, and manipulated the data to highlight desired criteria
• Handled all incoming vendor invoices for Membership Fundraising, including accurate coding, timely submission, filing, and extensive back-end tracking (500+ invoices per year)

Washington D.C. Metro Area

• Provided administrative support for the operations and information functions of the Membership office, including the acknowledgement process, database (IBM's AS/400) management, and fulfillment inventory tracking
• Processed Corporate Matching Gifts, ensuring the successful matching of employee gifts from across the country
• Performed database keying and fulfillment for engagement programs such as Get Connected, Refer a Friend, Bill-Me
• Responsible for batching and keying in-house checks and credit card gifts
• Compiled and mailed credit card decline and expire notices on a monthly basis

Washington D.C. Metro Area

• Provided comprehensive admin/program support to entire staff, including intern coordination and IT troubleshooting
• Ran weekly targeted aggregations in contacts database, performed mail merges for outreach and fundraising mailings
• Updated, maintained and copy edited FileMaker Pro contacts database, logged staff-public interactions
• Standardized 40,000 contacts database records for increased efficacy in mass mailings
• Principal contact for all vendor, office maintenance, security, equipment and property management needs
• Receptionist/primary customer service contact: screened incoming calls and emails, tracked staff/public interactions

Washington D.C. Metro Area

• Supported Executive Director with program outreach efforts and event coordination
• Developed and managed content within tracking databases for contacts, partner organizations and business schools
• Conducted, transcribed and analyzed in-depth phone interviews with entrepreneurs
• Read 150+ socially responsible business plans and conducted phone interviews with past WJF entrants
• Created web pages, posted events/articles online, maintained organization calendars
• Answered office phones, maintained office equipment, copyedited website and high level documents

Washington D.C. Metro Area

• Interviewed sources, researched and wrote feature articles published in American Forests Magazine and e-newsletter
• Assisted with media outreach and campaign promotion
• Compiled database of environmental reporters for media outreach, generated spreadsheet analysis of PSA outlets
• Copyedited articles for magazine issues