Catherine Barkley

• Development Department Management: Develop and implement comprehensive fundraising strategies to meet aggressive goals, monitor and forecast department budget, evaluate existing programs, coordinate with internal departments, report activities to board, engage board through two committees (Events and Development), recruit, train and manage skilled team, actively seek networking and professional development opportunities to stay on the cutting edge of fundraising methods.
• Individual Donors and Grants Portfolio Management: Personally raise $1.4 million annually through portfolio of 200 donors, bolster giving by identifying/researching/stewarding high net worth donors and increases in grant funding, find unique ways to engage donors through multiple avenues, propose opportunities to support agency work aligned with donor priorities, oversee moves-management with senior leadership, execute annual giving campaigns.
• Events: Raise $600,000 annually through events, negotiate vendor contracts, facilitate meetings, create marketing/sponsorship materials, obtain corporate sponsors, market event to attract/engage new donors, recruit event chairs and execute their vision while ensuring alignment with agency mission.
• Supervision/Leadership: Motivate and encourage team of 4 by providing coaching, facilitating team-building, and working toward professional development goals, update workflows and streamline tasks to ensure efficiency.

Results: Routinely surpass budget goals. Successfully increased direct public support budget from $1.2 million to $2 million in 3 years. Personally secured 4, 5 and 6 figure gifts and increases from current donors and grantors. Planned and executed agency's most successful fundraiser to date, raising over $350,000.

• Budget Forecasting/Management: Reviewed and maintained budget; created forecasts and systems to track outcomes; strategized campaigns to meet goals; assisted with annual audit
• Data and Donor Management: Maintained donor database and individual portfolio of 175; ran analytics to track monthly givers, sources of revenue, and opportunities for growth; input donations
• Grant Management: Maintained detailed calendar ensuring deadlines were met; developed relationships and inspired giving by crafting compelling language; researched data to strengthen narratives

• Clinic Operations: Created clinic schedule; coordinated annual student insurance plan; pulled data from EMR (electronic medical record) to track outcomes
• Budget Management: Oversaw health center budget (~$500K), health insurance budget (~1.2 million) and revenue budgets; created monthly insurance bill and reconciled payment with EMR
• Student Advocacy: Student health insurance liaison; advocated for student needs with community hospitals to relieve prohibitive fees
• Policies, procedures and workflows: Ensured rights and responsibilities were known and met by staff and students; created policies to meet AAAHC compliance requirements

• Supervision and Hiring: Oversaw and motivated team of 15; addressed concerns and aided employees in developing organization skills; reviewed applications, interviewed and hired diverse candidates
• Client Management: Worked with 25 social service agencies, creating needs-based insurance packages within their budgets; developed enrollment guides and employee handbooks; hosted annual Open Enrollment meetings for up to 150 employees