Prospect Research - Profiles, Wealth Assessments, Data ValidationDatabase Management - Structure, Data Integrity, Database Conversion, Report WritingProcess Improvement - Lean Six Sigma, Workout, DMAICAnalytics - Descriptive Statistics, Hypothesis Testing, Regression Analysis

Led fundraising research and prospect management efforts for foundation operations. Supervised two assistant directors in identifying, qualifying, and providing accurate research on prospective and existing fundraising leads.•Supported the new university president with donor briefings as she met with key constituents during her transition•Optimized donor portfolios for 12 front-line fundraisers and tracked donor codes for reporting and metrics•Designed and implemented multiple data collection systems with associated automated reports, including a research request ticketing system to streamline and standardize request intake; a prospect management system for the tracking and solicitation of top prospects; and a personnel management tool for reporting employee leave time•Proactively provided new prospects through special projects, news alerts, and qualifying new donors•Managed donor portfolios for the Business School, Annual Fund, and Executive Director, and supervised assistant directors in the management of their fundraising units•Performed geographical analysis projects to assist front-line fundraisers with trip planning strategy•Completed accurate and timely research for donor visits, event attendees, board vetting, potential award recipients

Led fundraising research and prospect management efforts for foundation operations.•Completed over 250 individual research requests for major donor information•Implemented quarterly patient screening process that uncovered 205 qualified major gift prospects•Developed and managed research budget, cutting over $2,500 in unnecessary expenditures•Utilized knowledge of best practices to implement a tailored prospect management structure to track and report fundraising metrics•Created automated reports for prospect and development officer activity tracking•Created automated request process to track and report research metrics•Structured weekly major donor meeting for productive collaboration between VP, AVP, and major gift fundraisers•Contributed to six sigma process redesign project that increased efficiency of event process•Contributed to establishing Virtua Foundation's first comprehensive planned giving program

Led two additional researchers in generating new fundraising leads, qualifying existing leads, and implementing solicitation strategies for all schools, colleges, and fundraisings units.•Researched prospect management best practices and implemented new policies tailored to Temple University’s unique position•Since 2004, contributed to increasing the potential donor pool by over 20,000 prospects•Screened, segmented, and targeted 20,000 parents of alumni to uncover new fundraising possibilities

Oversaw automated recordkeeping function, including all alumni, donor, corporation and foundation records.•Implemented database quality controls and data standards for database system that eliminated entry errors by over 50%•Contributed to exceeding fundraising campaign’s $350 million goal by $32.4 million•Used predictive data modeling to estimate campaign-end fundraising total within 1% of forecast•Trained over 100 fundraising officers on business process and database functionality, and designed online training resources that reduced help inquiries by over 50%•Selected as functional authority on the department’s business processes and data needs during the university’s enterprise resource planning implementation

Provided accurate biographic and wealth information on new and existing university donors.•Identified, qualified, and managed prospective donor pools for all 17 university fundraising units•Integrated the university’s radio station, WRTI, and international Rome program into Institutional Advancement’s fundraising efforts•Supervised a student workforce of approximately 60 hours per week on various research and data projects•Implemented a $600 thousand document imaging project resulting in over 600 thousand documents being scanned to over 82 thousand records

As part of a team of five, conducted all marketing-related analysis and made strategic recommendations based on our social entrepreneurship research.•Recommended implementation of institute for social entrepreneurship, which began operations in June 2010•Researched historical and current state of social entrepreneurship•Conducted a feasibility study on establishing a hub-and-spoke model for coordinating social entrepreneurship efforts across the university’s 17 schools and colleges•Developed a $10 million marketing and fundraising plan for the sustainability of the institute