Patrice Cablayan Email and Phone Number
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I am currently employed at Occidental College and enjoy serving in the Gift Planning Office of Institutional Advancement. I have over 20 years of fundraising experience. I am a frontline fundraiser on the gift planning team. We are involved in all aspects of planned giving and also other fundraising activities that relate to annual and major gifts. We have a comprehensive stewardship plan that has been prescribed by our office for alumni and donor engagement for our legacy society members and prospects. I have been in collaboration with other team members to devise and implement a robust marketing plan for gift planning. We routinely send out communications such as, postcards, letters, eNewsletters, Legacy Newsletters, as well as provide content for the Oxy Magazine.Skills:More than 20 years of experience in using Blackbaud's Raiser's Edge and other fundraising softwareSetting up moves management systems for prospects and proposalsSetting up major gift/campaign tracking systems (evaluation and metrics)Documentation of best practices for moves management during a campaignCultivation, Solicitation, Stewardship for Major GiftsCultivation, Solicitation, Stewardship for Gift PlanningSetting up and implementing a successful marketing planProspect and Donor ResearchGrantwriting
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Director Of Gift PlanningOccidental CollegePasadena, Ca, Us
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Director Of Gift PlanningOccidental College Jun 2016 - PresentLos Angeles, California, United States
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Senior Associate Director Of Gift PlanningOccidental College Jun 2016 - Aug 2021Greater Los Angeles AreaReporting to the Director of Gift and Estate Planning, my position is part of the team to expand and administer a comprehensive planned giving program that includes complex outright gifts and all forms of deferred giving including estate planning, bequests, charitable trusts, and gift annuities. I am responsible for managing a major, planned and campaign gift prospect portfolio, generating and closing planned gifts and assisting other College personnel with planned gift proposals. In addition, my position assists in the management of the College’s Legacy Society.
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ConsultantConsortium For Non-Profit Management Apr 2015 - Jun 2016Conducting assessment for fund development opportunities. Help with discovery of components needed for strategic planning. Helping with SWOT analysis and creating goals through Theory of Change method. Setting up development office operations that include: finding fundraising software that fits the organization, training, setting up gift and donor tracking system, campaign communications, gift entry and recording protocols in compliance with best non-profit accounting procedures. Provide guidance to discover private and government grants aligned with organization. Provide help with essential components needed for successful grant writing. Provide initial grant writing. Raiser's Edge Consulting: streamlining database processes and conducting audits for database integrity for efficient use, Conduct training on creating code tables and data entry protocols. Assist or create a customized database user manuals for organizations. Conduct training on integration with Financial Edge and/or Education Edge. Training for exporting data for analysis. Training on importing new data, especially during a conversion. Training on using the Raiser's as a powerful moves management tool for tracking and reporting during a major campaign. -
Director Of DevelopmentMaranatha High School Aug 2012 - Mar 2015169 S. Saint John Ave., Pasadena, Ca 91105-Manage core development department operations including donor/prospect database oversight-Creation and implementation of prospect research plan-Oversee development records, policies, and support materials-Development and implementation of donor cultivation strategy-Event planning and coordination-Development reporting and data analyzation-Train lead staff and volunteers to support fundraising and marketing efforts-Plan and oversee the annual Maranatha Fund campaign, including, partent meetings, phonathons, solicitations, and promotion. -
Manager, Development & Donor OperationsCalifornia Community Foundation Jul 2008 - Apr 2012Greater Los Angeles Area-Gift Intake: Responsible for working internally and externally to shepherd the asset to CCF, receive and book the gift. -Life Income Program Management / Estate Administration Manage the administrative functions of the trusts, gift annuities and estate administration. -Development Operations Coordination and Oversight: Handle data management, report generation, back office functions of development through coordination with department and other staff. includes research for donors, prospects and grantee options. Coordination of marketing materials as needed. -Scholarship Program Administration Oversight-Legacy Program Administration: Legacy Society is a stewardship program designed to engage those who have made a revocable gift to CCF. -
Campaign CoordinatorPolytechnic School Jun 1996 - Jun 2008Assisted the Director of Development and the Campaign Director in all aspects of fundraising, to include donor research and profiles, moves management, budgets, reports and events. -
Office Manager/Accounting Clerk IiGaribian & Associates Cpas Feb 1988 - Jun 1996General office management, prepared individual tax returns and prepared financial statements, helped compile data for small company audits.
Patrice Cablayan Skills
Patrice Cablayan Education Details
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Sawyer Business CollegeAccounting
Frequently Asked Questions about Patrice Cablayan
What company does Patrice Cablayan work for?
Patrice Cablayan works for Occidental College
What is Patrice Cablayan's role at the current company?
Patrice Cablayan's current role is Director of Gift Planning.
What is Patrice Cablayan's email address?
Patrice Cablayan's email address is pc****@****-la.org
What is Patrice Cablayan's direct phone number?
Patrice Cablayan's direct phone number is +162639*****
What schools did Patrice Cablayan attend?
Patrice Cablayan attended University Of Phoenix, Pasadena City College, Sawyer Business College.
What skills is Patrice Cablayan known for?
Patrice Cablayan has skills like Fundraising, Event Planning, Stewardship, Nonprofits, Grants, Community Outreach, Volunteer Management, Program Management, Annual Giving, Grant Writing, Philanthropy, Program Development.
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