+Developed and implemented multi-channel planned giving annual plans and strategies. +Collaborated with cross-channel teams to solicit bequests, beneficiary designations, and life income gifts from legacy challenges, surveys, newsletters, and resource offers. +Acted as planned giving subject matter expert, partnering with client teams to provide guidance on strategy and content to ensure accuracy and compliance. +Collaborated with cross-functional client teams to promote qualified charitable distributions from IRAs and donor-advised funds gift options. +Supervised direct reports, checking in regularly to plan ahead, troubleshoot issues, and establish goals. +Tracked project expenses and reallocated as needed. +Compiled and analyzed results to drive strategy. +Clients included City of Hope, Special Olympics, the National Alliance on Mental Illness, Ocean Conservancy, Fos Feminista (formerly International Planned Parenthood Foundation Western Hemisphere Region), WNET and Earthjustice.

+Dual role as copywriter (75%) and account executive (25%). +Generated over $100,000 in copywriting fees annually. +Responsible for creating content for direct mail, email, CTV spots, and both social and display ads to align with project strategies.+Conducted interviews and research to create content for clients including hospitals, animal welfare, environmental and women’s reproductive rights organizations.+Helped launch the planned giving department in 2018 in cooperation with the new Legacy Director after internally advocating for growth in agency planned giving expertise. +Led client team as strategist for a multi-channel annual giving client, collaborating with digital team to develop annual plans and strategies for acquisitions, appeals and renewals. +Created and tested new package design concepts that generated positive net revenue. +Worked with list brokers and model vendors to develop acquisition lists. +Created house list orders and collaborated with the list team to revise segmentation to maximize response and CPD. +Tracked project expenses and revised allocations to maximize the client's annual budget.

+Supported senior strategists with execution of direct mail renewal, appeal, acquisition, and cultivation campaign strategies.+Managed the full production process, including creation of package specs; solicitation of competitive bids; routing and review of creative; approvals of print proofs, setups, insertions, and lives; and ensuring timely and accurate deliverables.

+Oversaw direct mail, telemarketing, and online fundraising. +Within two years, increased direct mail income by 77%, improved cost of raising $1 from $.25 to $.13, and raised average gift from $91 to $141. +Revived planned giving program, including the implementation of an annual stewardship luncheon and standardized promotion and solicitation of planned gifts.+Developed creative concepts and content for all individual direct response appeals.

+Designed and implemented a strategic plan to initiate email fundraising program. +Increased individual membership income by 8% and number of members by 20% in one year.+Assisted in planning of all donor cultivation and stewardship events.+Responsible for research, cultivation, solicitation, and stewardship of individual and corporate members, sponsors, and foundations.+Drafted letters of inquiry, program budgets, and wrote grants to secure a 78% increase from new and increased foundation and corporate sources.

+Designed and implemented strategic plan to execute and build new fundraising structure as the first Director of Development for the organization. +Exceeded total fundraising goals by 81% in first year and 301% in second year.+Increased direct mail annual fund income by 133% year over year. +Instituted Legacy Circle to secure planned gifts through bequests and beneficiary designations.