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Leader and primary strategist for City of Hope's principal, major and special gifts efforts supporting Hematology, the medical and research center’s largest service line, which encompasses lymphoma, leukemia and multiple myeloma. Manage and supervise identification, qualification, strategic engagement, solicitation of prospects and donors: minimum capacity rating of $100,000, with an emphasis on $500,000+ donors/prospects. Design and implement comprehensive stewardship programs with an aim of increasing donor involvement with the institution and deepening their financial commitment. Programmatic outreach on health issues (e.g., health disparities) to expand the medical center’s target donor base, leveraging the networks of high-profile donors in the entertainment and business communities nationally. Build effective working relationships with clinicians and researchers as philanthropic partners, identifying grateful patients as prospective donors and matching them with areas of need within the institution. Manage and mentor to City of Hope major gift team of five, including four fundraisers. Establish and refine standards for management and development best practices that encourage the highest levels of quality in all interactions with current and prospective donors.

Senior development and fundraising executive for the award-winning Providence Holy Cross Medical Center—a 377 acute bed facility within Providence Health & Services of Southern California. Joint reporting to the president of the Providence Foundations and the medical center Chief Executive. Develop and master relationships necessary to promote the trust and confidence of hospital and physician leadership, prospects, and existing donors, including:• Board: Manage the board of governors. Provide guidance and education on the organization’s financial needs, probable donor identification, cultivation of major gifts, solicitation and stewardship. Participate in the nominating committee, finance committee, and executive cabinet. Recruit board members. Create board meeting agendas and co-chair board meetings. • Fundraising: Responsible for capital campaign and major gift planning. Cultivate and solicit major gifts of $100,000 and above—carrying a probable donor pool of 100 to 125 individuals. Implement stewardship programs in support of donors of major gifts. Basic knowledge of deferred/planned giving approaches and techniques.• Internal: Partner with the senior leadership team of the medical center on fundraising and culture initiatives. Led the clinician engagement program to help physicians identify grateful patients who could participate in fundraising. Led the employee giving campaign, increasing participation by 50% among medical center staff.

Served as a senior fundraiser and manager of all aspects of fundraising activities for Providence Little Company of Mary Foundation—under the direction of the Foundation President. Managed a team of 10 staff, with core oversight for programs in major gifts, special events, marketing/public relations, donor relations, annual giving and prospect research. Responsibilities included:• Strategy and comprehensive planning for annual fundraising: created budgets, staffing plans, job descriptions, individual endowment reports for donors.• Identified and recruited volunteers as well as Trustees to implement fundraising plan.• Reported to Executive Committee, Finance & Investment Committee, and Foundation Board.• Identified and recruited members for the Finance/Investment and Major & Planned Gift committees.• Identified, cultivated, solicited and stewarded a selected portfolio of 75 major gift prospects.

Implemented and managed a portfolio of approximately 150 major donors (potential to give >$50,000) for the Providence Little Company of Mary Foundation—reporting to the Foundation President. Cultivated and solicited for short-term and long-term fundraising opportunities for two medical centers: Providence Little Company of Mary Medical Centers in San Pedro and Torrance. Related responsibilities were:• Developed new ideas and strategies for expanding the medical centers’ donor pool, including canvassing local community leaders to generate support for the institution• Created plans for engaging potential donors to support specific equipment and program needs at the medical centers.• Planned and implemented events: large events as well as small salon events at private residences, where clinicians could speak and encourage financial support for the institution.• Conducted regular meetings to benchmark results, identify obstacles and strategize solutions.• Publicized successes with recognition events, honoring donors and fundraising participants.

Developed, proposed, implemented and oversaw a comprehensive fund development program. Worked with department chairs, center directors and other College personnel on maintaining and updating lists of prospects, devising effective donor strategies and recognition opportunities. Aggressively coordinated the identification and cultivation of major gift donors ($25,000 or more) as well as alumni and corporate contacts. Responsible for direct solicitation and stewarding of established donors. Maintained a suspect/prospect pool of over 350 with 75 in active cultivation at any given time. Created a Fundraising Committee for the Jewish Studies program, and led a collaboration between the Laemmle Theaters and the Jewish Studies program to create a Jewish Studies Film Series in the San Fernando Valley.

Responsible for all private fundraising functions of the Center including direct marketing, online giving, major donors, special events, corporate sponsorship, AIDS/Lifecycle and planned giving. Acted as primary spokesperson for all media and events related to the 2003 AIDS/Lifecycle ride. Assisted in the creation of a budget for the organization. Balanced programmatic requirements with a realistic assessment of projected revenue. Worked with board members and other volunteers to identify and cultivate prospective donors to the organization. Participated as a member of the Executive Management Team in the planning and decision making process and revamped and led entire development department (staff of 10).

Responsible for identification, cultivation, solicitation and closure of major gifts (>$100,000) for the GSB Capital Campaign—from prospective donors in Chicago and outlying suburbs. Managed a portfolio of approximately 150 to 200 current and probable donors at various stages of cultivation, as well as maintained proper stewardship of GSB Campaign donors. Coordinated and directed volunteers who worked in the major gifts arena. As the lead for Donor Relations, worked closely with the Associate Dean of Development to identify and recommend new strategies that enhance current stewardship, recognition and communication practices of the department. • Fundraising: Devised strategy for solicitation and closure of gifts from individuals in portfolio. Coordinated all fundraising activities and events within assigned region of responsibility. Prepared materials for donor solicitation including lists, briefings, proposals and invitations. Staffed volunteers when and where needed in the assigned region of responsibility. Traveled extensively and regularly within the Chicago region.• Donor Relations: Brought consistency and continuity to the GSB stewardship program (e.g., recognition policies and procedures). Oversaw the design, editing and production of donor communications, including a bi-annual campaign newsletter. Determined new methods to automate internal process for the production of financial endowment reports on scholarships, fellowships, professorships and faculty research funds.

Created, organized and managed University-wide Donor Relations Programs (The Harper Society and The Phoenix Society). Managed a team of six professionals focused primarily, but not exclusively, on individual donors. • Stewardship: Crafted, maintained and executed stewardship plans for top University donors per strategic development goals. Developed and provided leadership for a comprehensive recognition program for top University donors through specialized events planning and annual recognition activities. • Communications: Created marketing and communication strategies to guide all contact with donors and prospects. Developed policy and quality control guidelines for publications planning, public presentations and overall communication strategies—e.g., acknowledgement letters produced for the President, Vice-President for Development & Alumni Relations and the Chairman of the Board of Trustees; design, editing and production of major donor newsletter, annual Reunion newsletter as well as honor rolls; narrative and financial endowment reporting to donors.

• As Director of Donor Relations: Developed, analyzed and oversaw long-range planning for proactive donor relations program as it related to university wide stewardship, gift acknowledgement and gift systems research. Created new protocols for reporting on gifts and endowments from donors. Analyzed current stewardship programs for individual Schools; made recommendations for enhancements to existing programs (e.g., frequency and type of reporting, integration with annual fund and campaign solicitations, and introduction of scholarship donors to scholarship recipients). Directed the Research Coordinator in the administration of gift acknowledgements, including preparation of acknowledgement letters for the President of Columbia University and Vice President for University Development, and coordination with stewardship efforts. Managed expanded Presidential acknowledgement system. • As Assistant Director for the Columbia College Fund: Identified $1 million in unutilized funds from previous endowment donations—contacted individual donors to release and/or add to the existing unutilized gifts. Acted as Director of the College’s Stewardship Program, which included overseeing production of the Dean’s Scholarship reports to alumni donors and representatives of over 260 scholarship funds. Planned and coordinated the annual Dean’s Scholarship Reception, the Columbia College Annual Fund report, and database reports on the Columbia University Alumni Database System (CUADS).

• Fundraising and grant management: Responsible for budget planning, external funding, development, and public relations. Planned, established and automated fiscal and personal budgets for six separate academic programs. Acted as Principal Investigator for two outreach programs funded by the New York State Department of Education. Assisted, collected and reviewed data for inclusion into accreditation reports and program reviews for academic programs within the School of Health Sciences. Planned and coordinated the institutionalization of a School of Health Sciences Phone-a-thon in collaboration with the Institutional Advancement Office.• Program Development: Established a school profile regarding placement of graduates, program costs and optimal costs for program expansion as they relate to labor market demand. Prepared and submitted grant proposals for the Dean’s Office and assisted in obtaining external funding for various programs within the School of Health Sciences. Acted as the School’s representative concerning activities within the School of Health Sciences, between the School and Hunter College and between the School and the New York City Public School System.