Experienced fundraising professional and consummate people-person who builds trust and long-term relationships with donors, seeking a part-time position in a non-profit organization that values collaboration and team building.
Responsible for identifying, qualifying, cultivating, soliciting, and stewarding donors with the capacity to make major gifts. Manage a caseload of approximately 100 donors who currently give at the $2,500+ level.
Work collaboratively with and in support of the Board of Trustees, executive staff, and volunteers to strategize, cultivate, and solicit donors for organization-wide priorities.
Devise and implement a planned giving program. Steward members of the legacy society.
Serve as the liaison to the volunteer corps.
Plan and execute the annual member tour to London.
Assist with the planning and execution of special events, including an annual gala.
Contribute articles to the member magazine regarding major donors and their gifts, fundraising campaigns, and planned giving.
Assisted with planning and implementation of two capital campaigns, which raised $5.5 million and $1.4 million respectively.
Manage a team providing comprehensive financial planning and investment management advice to high net worth families and non-profit institutions with total assets in excess of $200 million.
Coordinate implementation of financial plans with outside service providers, including attorneys, accountants, corporate trustees, custodians, investment managers, and insurance professionals. Built and maintained a large, loyal client base through personal attention, quality service, and consistent follow through.
Reported directly to the Board of Trustees on the design and implementation of membership and annual fund campaigns.
During my tenure the museum reached 1,000 members for the first time and contributions to the annual fund increased by 25%.
Developed new annual fund and membership printed materials to present a cohesive public image.
Oversaw the purchase and implementation of new fundraising software.
Haddam Historical Society, President
Middlesex United Way, Investment Committee