Tanja Sarett, Cfre, Cvf, Acc Email & Phone Number

Israel

SYNERGIES IN PHILANTHROPY CONSULTING: Fundraising + Philanthropy Consultant www.synergiesinphilanthropy.com - USA - ISRAEL - EUROPE➤ Senior nonprofit and fundraising consultant who increases the capacity of nonprofits to improve fundraising outcomes. I develop essential elements of a sustainable fundraising program: building major donor programs, annual giving, foundation giving, prospect and donor research, capital campaigns, donor engagement, donor surveys, and more.➤ Onsite and virtual facilitator and trainer who helps optimize outcomes. I design and facilitate virtual and onsite fundraising and donor cultivation events, and trained people from more than 90 organizations on how to put together effective virtual events.➤ Expert in cross-border giving and philanthropy who helps organizations in the US, Europe, and Israel successfully raise funds in the US, and connect US donors to their mission.TOOLKIT: Advanced Prospect Research Tools, Online Meeting and Collaboration Tools (Mural, Miro), Spatial Audio Sites, Advanced Survey Tools, Google Apps, Teams + Slack.SPECIALITIES + SKILLSMajor Gifts FundraisingCapital Campaigns/Planning StudiesDonor SurveysVirtual Collaboration Facilitation & Virtual FacilitationCross-Border FundraisingFundraising Coaching/TrainingExecutive Leadership CoachingSYNERGIES CREATED: Executive Leadership Coaching + Facilitation | www.synergiescreated.com ➤ Executive leadership coach who helps growth-oriented professionals take charge of their careers and success. ➤ Onsite and virtual facilitator who helps optimize outcomes. I design and facilitate virtual and onsite experiences, planning meetings and retreats that activate team-centered innovation for visionary companies and organizations.

Vero Beach, Florida, Us

Senior major gifts and capital campaign consultant and fundraising project lead for nonprofit clients (international arts/culture organizations, start-up organizations, institutions of higher education, social service organizations, and national nonprofit disease organizations).With 40+ senior-level consultants living throughout the United States and Mexico, the Carter team has assisted hundreds of organizations of all sizes, ranging from regional nonprofit agencies and national associations to institutions of higher education and international causes. The global firm was founded by Bob Carter, long-time President of Ketchum Inc. and Senior Advisor to Omnicom Nonprofit Group and Changing Our World, and Steve Higgins, a veteran nonprofit and fundraising consultant and former Ketchum Senior VP.

New York, Ny, Us

Senior major gifts campaign consultant and fundraising strategic lead for nonprofit and foundation clients, especially those in the Jewish philanthropic community.Affiliate with Amplify Partners, a collaborative that works with purpose-driven organizations and their leaders to ramp-up capacity for innovation and growth. Amplify Partners helps family foundation, nonprofit and social venture clients re-imagine strategy, take advantage of untapped potential and move from doing good to doing best.Amplify Partners was founded by Ami Nahshon and Michael Ostroff, CFRE.

London, England, Gb

Chapel & York is a global company that helps organisations achieve their fundraising and philanthropic goals in other countries. It offers international fundraising, tax-deductible options for philanthropy, and local expertise and implementation in nine offices worldwide.

Agawam, Ma, Us

Maximized philanthropist’s multi-million-dollar investment as senior member of the fundraising team. Spearheaded growth, fundraising and communication strategies to strengthen HGF and its PJ Library initiative. Identified and cultivated new funders for regional and national programs. Oversaw portfolio of partner communities in NY and NJ, including relationships with executives, development team, program staff and lay leaders. Represented HGF at regional and national events. • Stewarded and leveraged relationships with individual, institutional and major donors and prospects to increase resources, including securing major donor attendance at HGF annual Aspen retreat.• Implemented moves management strategies for the cultivation and solicitation of major donors and prospects.• Built capacity in partner organizations by training them in grassroots fundraising and how to solicit major and institutional donors, and leveraging planned giving; partners successfully secured local donations up to 5 figures.• Advised and coached grantees and local partners on key strategic issues, potential partners, nonprofit trends, Jewish engagement, and best practices to sustain and grow their program.• Positioned partners to secure funding from HGF and other funding sources, and shepherd them through competitive grantmaking processes. • Led cross-departmental strategic planning team that developed new NYC-model designed to double reach. • Spearheaded implementation of new business model with HGF directly managing operations and engagement strategy in New York City, including specific goals and key performance indicators.• Developed funding proposal to secure 6 figure UJA-Federation grant, and reported on progress and strategy.• Selected to onboard and train incoming senior team for NY expansion.• Created communication strategy to keep 100 NYC organizations and 21,000 parents engaged and involved through transition to new business model.

Spearheaded creation of institutional giving program for proposed education center and museum.• Developed customized criteria to identify potential funding sources and created ranking system for prospects. • Trained leadership how to cultivate corporate, foundation and federal government funding sources.

Revitalized and professionalized fundraising, marketing, finance and operations of regional museum that commemorates and educates people about the Holocaust. Managed 5 staff, and interns and volunteers. Oversaw $500,000 budget. Solicited and secured contributions. Worked with 23-member board.• Built robust, multi-pronged fundraising and stewardship program that acquired, retained and reactivated donors. • Generated up to $500,000 annually from events, direct mail, foundation and corporate giving, investments, and memberships.• Introduced and upgraded targeted and year-end appeals direct mail appeal; generated 150% increase in 2011.• Reformatted fundraising benefits, in one case achieving a 200% increase in gifts over prior year.• Secured new sponsorships during economic downturn, e.g. for Yom Ha’Shoah event attended by 500 people. • Introduced organization’s first fundraising database and reporting structure using Donor Perfect.• Significantly raised museum’s profile by expanding the number and scope of strategic partnerships with community groups, religious institutions, business associations, and elected officials.• Sharpened organizational brand, instituted social media marketing and secured significant media coverage.• Created financial management system to ensure sound financial planning and oversight.• Attracted new constituencies by creating customized Holocaust education programs for diverse audiences.• Designed and implemented program evaluation system with Key Performance Indicators.

New York, Ny, Us

Directed fundraising for multi-million dollar agency serving elderly in NY metropolitan area, at height of recession.• Generated $225,000 from annual fundraising gala, attended by 200 major donors. ▪ Instituted cutting-edge online benefit journal format, increasing online visibility and exposure for funding partners. • Overhauled Raiser’s Edge database and created a guide to data entry to streamline and improve fundraising.

Lod, Il

Led fundraising programs for organization founded by Alan Slifka to promote equality among Israel’s citizens.• Initiated major donor prospect research identifying individuals likely to give to $3.5 million annual campaign. • Designed and implemented in-depth foundation research and solicitation project. • Promoted awareness through parlor meetings and briefings for major donors and prospects.• Generated nearly $1 million from 3 annual benefits that resulted in greater donor retention.

New York, Ny, Us

Developed and managed adult participation in VE Day’s 60th anniversary and international commemoration mission to Poland and Israel in 2005. Coordinated with affiliate organizations in the US and Europe to gather contingents. Led marketing.

Led and represented 100,000-member youth division of umbrella organization. Built support for workforce development and youth education issues. Oversaw communications, marketing strategy, annual programs, and staff.

Program Director (1999 – 2003)Program Associate (1996 – 1999)Spearheaded all planning, programs, promotion and operations for annual multi-week Holocaust Education Program for 200 youth from 20+ countries. Led board of 6 sponsoring organizations and oversaw 30 volunteers.

München, Bayern, De

Certificate In Innovating With Data, Data Analysis And Insights With A Human-Centered Lens

Associate Certified Coach (Acc) Credential, Executive And Leadership Coaching

Certificate In Questionnaire Design For Social Surveys

Certificate, Certificate In Data Collection: Online, Telephone And Face-To-Face

Certificate In Nonprofit Board Consulting, Board Development

Certificate In Framework For Data Collection And Analysis

Icf Mentor Coaching, Executive Coaching - Mentor Coaching Program

Certified Scrum Master

Cec, Certified Executive Coach (International Coaching Federation Accredited)

21/64 Certified Advisor, Multigenerational Advising And Next Generation Philanthropic Engagement.

Certificate

Certificate, Advanced Design Thinking

Basic Visualization Training, Visual Faciliation

Foundations In Creative Leadership Certificate

Certificate, Change Leadership

Course, Transformational Strategy

Certificate, Foundations In Design Thinking

Certificate, Designing For Change

Certificate, Top Facilitation Essentials

Certified Fund Raising Executive (Cfre) Credential

Certificate, Management And Supervision

Professional Certificate, Philanthropy And Fundraising

Public Relations & Communications Diploma

Master Of Arts - Ma And Ba, Political Science (Major) & Sociology (Minor)

Design Thinking - Design Sprints