Patrick Belics, Cfre Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Supporting AMC’s client, the American Academy of Hospice and Palliative Medicine (AAHPM).• Identifies, cultivates, solicits and stewards qualified major donors and prospects, managing a portfolio of individual donor relationships.• Increased board giving by 97% from 2021 through 2023.• Identifies prospects, informs solicitation strategies and support organizational goals.• Coordinates and conducts face-to-face visits, cultivation events and other activities to build meaningful personal relationships with donors.• Develops strategy memoranda and meeting scripts to prepare senior staff to make successful asks.• Developed and implemented a new donor stewardship plan.• Leads the annual development planning process, with the Development Committee, to produce effective strategies to achieve identified goals.• Implemented and maintains Bloomerang donor database as a research and relationship management tool.• Increased annual fund revenue by 46% in 2022 calendar/fiscal year with a 26% increase in the number of donations, 19% increase in the number of donors and a donor retention rate of 63%.• Increased total development revenue by 27% in 2023 calendar/fiscal year and a donor retention rate of 54%.• 2023 #GivingTuesday campaign resulted in $63,383, a 49% increase from the previous year.• Cultivated, solicited, and stewarded major gifts up to six-figures.• Chair of Special Interest Group: Caffeine & Productivity

Chicago, Illinois

• Developed and implemented a long-term annual fund strategy that informs the overall giving pipeline.• In FY20 alone, increased direct mail revenue by 65%, online gift revenue by 148%, active donors by 75%, with a retention rate of 57.8%. • Maintained overall Annual Fund revenue through the 2020 pandemic.• Developed and implemented a comprehensive stewardship and gift acknowledgement program for Annual Fund donors in coordination with other development efforts.• Contributes to the creation and implementation of donor engagement and retention strategies.• Responsible for a portfolio of mid-level end annual fund donors, capable of gifts ranging from $1,000 - $5,000.• Created an all new #Giving Tuesday campaign featuring email and social media components that tripled the revenue when compared to the previous fiscal year.• Develops prospect profiles and key strategy for outreach for potential major gift donors based on annual fund data, iWave, and public research.

Mundelein, Il

• Responsible for all aspects of the mid-level and mass donor program with annual fundraising goals totaling more than $2.0 million.• Manages a mass donor direct mail program for current, lapsed, and acquisition donors with external vendors for execution and caging.• Manages the USML employee/faculty giving program• Collaborates with the Marketing/Communications department on National Philanthropy Day and Giving Tuesday appeals.• Participates in donor evaluations to transition donors between program levels within thefundraising model.• Manages and grows the USML monthly giving program.• Develops and maintains Annual fund budget.

Greater Chicago Area

• Assisting the Senior Director of Special Events with the coordination of sponsorship benefits (generating up to $186,000 in revenue).• Personally managed foundation's participation in 2016 Hike for Lung Health walk event, raising $43,000 in revenue (72% above budgeted goal).• Developed and implemented a revised Recurring Giving Program that has shown a 12% increase in revenue from the previous fiscal year.• Performing prospect research on potential major donors.• Developed and implemented a revised Workplace Giving Program that has shown an increase of 54% in revenue from the previous fiscal year.• Coordinating and negotiating contracts with venues for signature events.• Creating business plans and budgets for potential signature events.• Assisting with signature gala, Broadway Belts for PFF, generating over $220,000.• Creating and managing online event pages for third-party events.• Assisting the CEO and COO with Development related tasks and projects to facilitate communication between all departments.• Experience with Project Management Tool: Wrike• Proficiency with Word, Excel, Photoshop and InDesign.

Greater Chicago Area

• Distributing and opening mail containing foundation revenue.• Handling checks, cash and creating deposit logs.• Data entry for new donors.• Managing Development email account, responding to and forwarding email to appropriate departments.• Managing Tribute Pages in memory/honor of loved ones.• Managing interns and their daily tasks.• Managing inventory, ordering product, and processing orders for Shop PFF store.• Assisting with fundraising event related projects.• Benchmarking various aspects of other foundations including Events, Strategic Planning, Anniversary Acknowledgements and Awareness Months.• Mail-merging, printing, and sending of tax acknowledgment letters.• Creating, printing and sending notifications of donations for family members.• Designing condolence cards