Summary
Work History
Education
Skills
Affiliations
Work Availability
Timeline
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AMY JUDITH PHILLIPS

AMY JUDITH PHILLIPS

Hyattsville,MD

Summary

Experienced manager with strong problem-solving, team building, and motivational skills. Skilled in building customer relationships and rapport with clients. Utilizes independent decision-making and sound judgment to drive company success. Committed to enhancing employee engagement through training, monitoring, and morale-building initiatives for improved performance.

Work History

Director of Gift Acceptance

The Catholic University of America
07.2018 - 05.2024
  • Managed gift administration staff as well as philanthropic fund administration including the implementation of numerous process improvement and data integrity projects. Tasked with the development of onboarding training sessions. Created and maintained new “faux fund” infrastructure of sub-allocations within the RE table structure to support advanced capabilities in fundraiser metrics, campaign fundraising reporting and stewardship processes. Reviewed and revised and created SOP, gift in kind acceptance and workflow documentation. Advised regarding industry standards and best practices, federal regulations and other financial compliance concerns. Served as singular dedicated on site staff person during COVID epidemic.

Data Integrity/Quality Assurance

Children’s National Medical Center
08.2015 - 06.2018
  • Responsible for analysis and proposal of process improvement over all levels related to constituent information management with a particular focus in gift administration. Participated in numerous process improvement projects (including review and resolution of 34K+ duplicate records) and development of best practice data integrity controls. Served as internal advisor on matters of regulatory compliance as well as industry standards and best practices.

Director, Advancement Operations

California State University, Stanislaus
12.2013 - 04.2014
  • Managed all operational areas within advancement including division budget, constituent record maintenance, donor relations, events, stewardship, prospect research, systems and reporting. Participated in campus wide advisory councils for Business & Finance and Safety & Risk Management. Developed improved credit card merchant processes, upgraded RE to current platform including implementation of volunteer module and establishment of all baseline coding for new annual giving campaign.

Director, Donor Services

Children’s Hospital Los Angeles
10.2012 - 01.2013
  • Managed all gift administration staff including oversight of records maintenance and gift recording, receipting and reconciliation processes. Proposed and assisted in implementation of process improvement projects and advised on industry standards/best practices for records and fund management as well as production of staff training materials. Collaborated with direct marketing team to improve efficiency of response processing through bank lockbox.

Director, Gift Accounting

Tulane University
05.2010 - 09.2012
  • Managed gift accounting department including oversight of records maintenance, gift recording, receipting and reconciliation processes as well as production of online giving pages. Participated in systems conversion project (Millennium to Advance) including development of associated training materials. Composed, constructed and launched online giving pages (via Greater Giving). Collaborated with advancement peers regarding enhanced gift acceptance and event management policies, improved standards for gift agreements and gift transaction audit back-up materials, gift acceptance and event management processes within industry standards and best practices. Served on strategic Finance planning committee involved with upgrade and enhancement of central finance, sponsored programs and related human resource and payroll management systems.

Gift Registrar

Smithsonian Institution
12.2006 - 10.2009
  • Managed all areas of gift administration (staffing and workflow) through central development office and institutional database of record. Served on strategic Finance planning committee to implement streamlined and automated sharing of transactional information flow between internal clients and external banking partners. Advised on best utilization of database software to enhance reporting of constituent demographic and gift information. Acted as resource for fundraising and finance staff to ensure proper donor receipting and recognition practices. Proposed improved utilization of account tables, revised and updated gift acceptance policy and assisted with event planning and membership fulfillment processes. Implemented pan-institutional Forum and developed multiple quick-reference and training materials related to regulatory compliance and advancement industry standards/best practices. Modified queries and produced ad-hoc reports, established all new gift account codes in database and proposed improved utilization of account tables, revised and updated gift acceptance policy.

Director, Advancement Services

College of Notre Dame of Maryland
01.2004 - 04.2007
  • Responsible for preparations to migrate from RE 6 to 7. Defined and documented institutional policies and procedures for gift acceptance and processing. Managed advancement services office support, annual fund call center, records management and reporting, stewardship and prospect research.

Asst. Director, Advancement Services

Temple University
05.2005 - 12.2006
  • Managed gift accounting processes including implementation of batch entry and reconciliation procedures. Assisted Annual Giving staff with development of a robust matching gifts program. Coordinated the transition to real time online giving platform. Designed and implemented strategic plan for scanning and attaching all gift support documentation for attachment to constituent database records, including disposal of redundant documentation. Advised on best utilization of database software to enhance reporting of constituent demographic and gift information. Acted as resource for fundraising and finance staff to ensure proper donor receipting and recognition practices as well as regulatory compliance for gift agreements.

Database Management Consultant (contract)

Institute for International Economics
01.2005 - 04.2005
  • Developed database policy and user manual to train staff on Raiser’s Edge 7 database; proposed organizational design for gift solicitation, moves management, prospect research and stewardship.

Hoya Temps – (clerical)

Georgetown University
08.2004 - 04.2005
  • Provided transcription interviews with select Jesuits priests for Office of the Special Assistant to the President of Georgetown University; recordings used as basis for production of new training materials. [01/2005 - 04/2005]. Additional services provided as administrative/database support for Georgetown Law Center JD Academic Programs and other faculty offices at the Law Center [08/2004 - 09/2004]

Research Associate (contract)

Council for Advancement and Support of Education
09.2004 - 12.2004
  • Conducted research, provided summary analysis and basic report on government matching fund programs; subsequent presentation of report to Head of Policy, #10 Downing St, London, UK.

Coordinator, Data Management Services

Boston Museum of Science
06.2001 - 01.2004
  • Responsible for gifts and records maintenance including gift revenue reconciliation processes. Assisted with maintenance of policies and procedures; drafted special acknowledgment letters. Implemented automated gift and membership batch and acknowledgment processes. Improved design and implementation of online membership sales reports for entry efficiency. Revamped entire gift and membership batch processing including filing of historic data to support ease of access by end users. Assisted with event planning and management.

Development Information Systems Coordinator

Wentworth Institute of Technology
05.2000 - 06.2001
  • Managed Millennium (Xbase) database and drafted proposal to upgrade to Windows (SQL) version. Responsible for pledge reminder distribution, gift processing, receipt production and all gift revenue reconciliation processes. Assisted with event planning and management. Produced all new capital campaign and ad hoc reports, modified existing standard reports, generated all divisional and external departmental mailing distribution lists. Managed institutional technical training for new and current division employees; supervised and trained all new departmental staff and work-study students. Assisted with updating and construction of data entry policies and procedures.

Multiple Administrative Roles

Boston Children’s Hospital
07.1991 - 04.2000
  • Project Administrator - Learning Disabilities Research Center Managed 5 year, $5M+ NIH-funded research program including development and maintenance of spreadsheets for budget tracking, reporting, and financial projections for 5 primary and 3 satellite sites. Responsible for all personnel operations including annual performance reviews, health screenings and salary adjustments; processed payroll data; coordinated and scheduled staff travel plans and processed expense forms. Edited annual project progress report for submission and evaluation of funding to NIH. Designed and edited subject informational brochures and invitations for the research study. Responsible for testing hardware, software and other subject testing matter, loaded administrative and clinical testing software; provided basic technology training / troubleshooting for local area network PCs.
  • Lead Clinic Secretary - Department of Neurology Managed clinic support operations for private and resident physicians; transcribed, tracked, filed and mailed physician office visit reports; provided ICD-9 coding and other third-party billing.

General Clerical Staff

New England Deaconess Hospital
07.1991 - 04.2000
  • Processed admissions for inpatient and outpatient testing. Customer service agent for internal staff and external clients. Provided general clerical support for standard Radiology departmental processes.

Education

Dickinson College
Carlisle, PA
05.1985

High School - undefined

Harmony High School
Westover, PA
01.1982

Skills

  • Non-profit management
  • Relationship building
  • Process improvement
  • Staff training/development
  • Verbal and written communication
  • Decision-making

Affiliations

  • AASP [Association of Advancement Services Professionals]: Founding and Charter Member 2007 – present; Board Membership Chair 2008 – 2010; Program Committee 2018 – 2025; Education Committee 2024 – present
  • CASE Matching Gift Advisory Council: 2003-07; Chair HEP/CASE MGNAC 2008-10
  • Sugan Theatre, Boston, MA: House manager, 2003
  • Actors Studio, Cambridge, MA: Performer and Wardrobe & Props Manager, Spring 2002
  • Publick Theatre, Boston, MA: Operations support/development consultant, 2001-02
  • Beaded Jewelry Crafter [long time hobby]

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Timeline

Director of Gift Acceptance

The Catholic University of America
07.2018 - 05.2024

Data Integrity/Quality Assurance

Children’s National Medical Center
08.2015 - 06.2018

Director, Advancement Operations

California State University, Stanislaus
12.2013 - 04.2014

Director, Donor Services

Children’s Hospital Los Angeles
10.2012 - 01.2013

Director, Gift Accounting

Tulane University
05.2010 - 09.2012

Gift Registrar

Smithsonian Institution
12.2006 - 10.2009

Asst. Director, Advancement Services

Temple University
05.2005 - 12.2006

Database Management Consultant (contract)

Institute for International Economics
01.2005 - 04.2005

Research Associate (contract)

Council for Advancement and Support of Education
09.2004 - 12.2004

Hoya Temps – (clerical)

Georgetown University
08.2004 - 04.2005

Director, Advancement Services

College of Notre Dame of Maryland
01.2004 - 04.2007

Coordinator, Data Management Services

Boston Museum of Science
06.2001 - 01.2004

Development Information Systems Coordinator

Wentworth Institute of Technology
05.2000 - 06.2001

Multiple Administrative Roles

Boston Children’s Hospital
07.1991 - 04.2000

General Clerical Staff

New England Deaconess Hospital
07.1991 - 04.2000

High School - undefined

Harmony High School

Dickinson College

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