Patricia (Tricia) Casey Email & Phone Number

Boston, Ma, Us

Nonprofit and small business consulting services specializing in operations, strategic planning, marketing and communications, fundraising, governance, and "gap" support (interim staffing solutions).

North Andover, Ma, Us

Management of department operational teams (Alumni Relations, Stewardship, Advancement Services) and functions (HR, budget, and systems). Project manager for the department CRM system conversion. Leverage metrics, engagement strategies, and effective reporting to enhance operational efficiency. Develop annual and multi-year operational plans in line with college strategic priorities, department goals, and in preparation for a multi-year capital campaign.

Henniker, Nh, Us

I oversaw all operations and activities of relationship development with alumni, parents, and friends, aimed at fostering meaningful engagement of stakeholders.➝ Role FocusI delivered support through annual, capital, and planned giving and oversee stewardship and grant programs. I leveraged metrics, engagement strategies, and effective reporting to enhance operational efficiency. I streamlined college priorities in collaboration with vice president through strategic action plans and develop robust relations with prospects and donors of principal gifts. I modernize policies, identify funding opportunities in partnership with campus colleagues, and steer proposal development. I supervised outcomes reporting for government and foundation funders.➝ Key Outcomes ☛ I executed systems change to augment functionality and user experience that reduced online giving platform cost by 80% annually. ☛ I systematized operations and improved giving revenues by 7% within the first year of taking charge.

Bedford, New Hampshire, Us

I led strategic and operational leadership of the program and personnel.➝ Role FocusI devised and executed a corporate volunteer engagement program. I supervised grant program proposals and evaluated team performance. I employed gathered data to integrate continuous improvement, provided analysis reports, and offered various action plans, including needed investments. I formulated annual budget and pooled resources with Finance, Marketing, Program, and Volunteer Support teams to ensure a seamless flow of business operations. I contrived benchmarks to assess impact of alumnae engagement activities and ROI. I ensured strict adherence to financial and audit standards.➝ Key Outcomes ☛ I expanded planned giving program by over 80% and established benchmarks and engagement metrics for a national model of alumnae programming for Girl Scouts of USA to determine program impact and ROI.☛ I was invited to serve on GSUSA’s Alum and Lifetime Membership Committee to support the construction of scalable alumnae program guidelines for the 100+ Girl Scouts nationwide.☛ I improved revenue by 84% in three years and mitigated annual operational budget expenses by 10%.

Manchester, New Hampshire, Us

I governed all operations relating to Annual Fund and Advancement Services (data), such as team management and policies/process administration.➝ Role FocusI led activities for endowment and scholarship fund donor correspondence with relevant colleagues. I offered leadership and analytical skills to director of advancement services to evaluate donor behaviors and contrive complimenting strategies for outreach and solicitation. I represented the college in fundraising functions and liaised with Marketing, Finance, Admissions, Athletics, IT, and other relevant departments. I defined budgets and determined resource allocation. I devised reports for the Senior and Assistant VPs of College Advancement and the President of the College, offering timely updates and recommendations for projects and initiatives.➝ Key Outcomes ☛ I delivered strategic expertise to director of annual giving team, enabling effective implementation of a $7M annual fund as well as providing aid realizing $21M departmental goal.☛ I mapped out forecasting tools for year-end goal setting and exceeded annual revenue and engagement goals.

I deployed strategic, budgetary, and personnel oversight expertise to steer the Development Department and implement annual strategies to streamline communications, budgets, and project evaluation and completion.➝ Role FocusI oversaw marketing/campaign operations, organizational communications, gift acknowledgements, and annual report. I aligned agency mission and values with partner companies by administering corporate and volunteer engagement programs. I secured sustainable funding sources and reduced reliance on external funding by establishing an endowment growth strategy. I restructured the corporate volunteer engagement program to align with corporate priorities and values to improve volunteerism, grant and sponsorship support, publicity, and volunteer satisfaction. I standardized organizational communications and messaging as per brand objectives.➝ Key Outcomes ☛ I organized events/campaigns and planned giving initiatives, securing $1.5M in gifts and commitments annually.☛ I expanded foundation endowment by over 60% in only two years and created a corporate partnership program that resulted in increased support/investment from $12.5K (3 sponsors) to $125K (15 sponsors) in just three years.☛ I steered a system change to augment functionality and user experience, decreasing CRM annual costs by 60%.

Concord, Nh, Us

Master'S Degree, Public Administration

Bachelor Of Science - Bs, Sales & Management