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Wee-Li Tan is listed as Taxation | Nonprofit Fundraising & Management | Strategic Planning | Board Development & Training based in Lakeland, Florida, United States. AeroLeads shows a work email signal at umfne.org and a matched LinkedIn profile for Wee-Li Tan.
Wee-Li Tan previously worked as Director of Special Projects at Science & Technology Education Innovation Center (Steic), Careersource Pinellas & Cs Tampa Bay and Executive Director at Florida Hospital Tampa Foundation. Wee-Li Tan holds Enrolled Agent (Ea), Taxation from Department Of The Treasury - Internal Revenue Service.
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With over 16 years of executive leadership experience in fundraising, financial and organizational development, I have helped nonprofit organizations and foundations plan and implement strategies for growth that fulfill their mission and accomplish organizational goals. As a skilled relationship-builder, I am committed to developing collaborative efforts with community and business leaders which leverage resources to maximize strategic outcomes for the community and the organization. As a financial planner (ChFC® - Chartered Financial Consultant®) and an Enrolled Agent (federally licensed tax specialist), I help donors be generous with their philanthropic giving through planned giving, gift planning and major gifts; I am privileged to assist nonprofits grow their endowments and assets.Key Areas of Expertise• Fundraising, donor development & stewardship• Strategic planning & philanthropic funding planning/implementation• Branding, marketing & communications • Developing strategic partnerships & building strong community and corporate relations• Financial Planning, planned giving & taxation• Board governance & development• Diversity, multicultural & international experience
Listed skills include Fundraising, Nonprofits, Public Speaking, Leadership, and 21 others.
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Tampa, Florida
Provides planning and implementation leadership for strategic and philanthropic funding efforts, including donor development, cultivation and stewardship.
Tampa, Florida
Responsible for all fundraising activity including major gifts, planned gifts, annual gifts, volunteer and donor relations, stewardship activities, board and foundation relations and more.
Lakeland, Florida
Directed executive staff and oversaw all operations for the second largest United Methodist foundation in the U.S. serving over 700 churches in Florida. Programs included investment services, a loan program, gift planning, donor advised fund, endowment development, trust administration, a variety of education and financial services programs, fundraising.
New Hampshire
Directed all operations for a foundation serving over 600 United Methodist churches and institutions in the six New England states. The services include investments and lending services, endowment development, gift planning, stewardship education, development and fund-raising, and a grant program.
The highest credential that the IRS awards. Enrolled agents (EA) are federally licensed tax practioners who have unrestricted rights to.
Advanced Retirement Planning
The ChFC® is an advanced financial planning designation.
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Wee-Li Tan is listed as Taxation | Nonprofit Fundraising & Management | Strategic Planning | Board Development & Training.
AeroLeads has found 1 work email signal at @umfne.org for Wee-Li Tan.
Wee-Li Tan is based in Lakeland, Florida, United States.
Wee-Li Tan has worked for Science & Technology Education Innovation Center (Steic), Careersource Pinellas & Cs Tampa Bay, Florida Hospital Tampa Foundation, Florida United Methodist Foundation Inc., and United Methodist Foundation Of New England.
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Wee-Li Tan holds Enrolled Agent (Ea), Taxation from Department Of The Treasury - Internal Revenue Service.
Wee-Li Tan is listed with skills including Fundraising, Nonprofits, Public Speaking, Leadership, Strategic Planning, Volunteer Management, Community Outreach, and Community Development.
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