Excited to share I'm starting a new role at MedStar Health!

My current role focuses on the tools and architecture that support constituent prospecting, donor retention and gratitude tracking that will sustain and under-gird the growth and fundraising efforts of the MedStar Philanthropy Group. My task includes preparing and driving the CRM roadmap and introducing new capabilities for the purpose of meeting upcoming business needs and market trends. In this capacity, I share new and emerging CRM best practices across the industry in order to give the MPG a competitive edge.

Provides day-to-day oversight of all Philanthropy Operations for MedStar Health, including channel management, prospect management, database management, and gift processing.

Provide leadership and management of the foundation’s annual giving and direct mail fundraising programs as well as oversees the daily internal operations and manages all donations processing, receipting, acknowledging, and pledge management activity. I manage daily workflow, monthly financial reconciliation, data integrity of donation information, and data input, while adhering to departmental policies and procedures.In my role and the Salesforce Admin, I oversaw the system analysis of the Salesforce database system, which includes gift policy administration, gift and data acceptance and entry, and user training. I also served as the Project Manager for transitioning the national organization from the previous database system to the Salesforce platform.

Conduct daily processes from the donor database. Monitor daily processes include logging of gifts, receipting gifts, creating queries for reports, exports and presentations for staff, management and board members. Manage vendor relationships to ensure data integrity is maintained throughout the system. Create special reports and custom views within the database for users. Train new staff on the database system as well as titled as a Raiser’s Edge “Super User”. Establish processes for direct mail and acquisition mailings.-Train new staff on WHC donor database system and current staff on new practices and procedures.-Write queries for reports and presentations for management, executive staff and board members.-Write Standard Operating Procedures for database processes to ensure accuracy and maintain a continuous flow of data.

Orchestrated the development of matching gift products and services (Matching Gifts Clearinghouse) including vendor relations, contract negotiations and customization requests for over 3,200 colleges, universities, education-focused organizations. Promoted and introduced corporate matching programs to major companies and nonprofit communities through speaking engagements and presentations. Monitored annual sales of matching gift products/services totaling over $600,000. Functioned as liaison for Matching Gifts Advisory Council and Annual Matching Gifts Symposium and served on Diversity Committee. Supervised and train two employees.-Established two new company products, the Matching Gift Administration Guide (revised edition) and Matching Gift custom leaflets; new products generated additional revenue stream.-Revitalized and assembled Matching Gift Advisory Council; recruited executives from non-profits, educational institutions and Fortune 500 companies.-Grew membership/company database by 1,000 in just 18 months; database currently has over 10,000 members.-Instituted standard policies and procedural manual (Standard Operating Procedures) to improve work productivity and efficiency.-Collaborated with the Smithsonian Museum to develop and further enhance its matching gifts program.-Redesigned company survey to increase response rate from corporations.

Managed fulfillment of donations sent to national headquarters from 80-plus post offices nationwide; facilitated acknowledgment process for mailed donations, telephone donations and online giving. Maintained and updated national database system to ensure accurate donor information, donor acknowledgments and major gifts. Worked closely with Director to set policies for procedural and system updates related to donor and fundraising information. Served as Project Manager for company’s caging and cashiering services.-Renegotiated contracts with vendors for company’s system; new program improved donor acknowledgment accuracy to 90%.-Increased contributions through matching gifts programs by heavily marketing its benefits to donors.-Automated the collection and processing of donor information filtered from the national headquarters to local chapters.-Lowered program operation expenses 53% by facilitating the bidding process for the company’s new acknowledgment program.