Summary
Overview
Work History
Education
Skills
Internship
Timeline
Generic

Jodie Kingsbury

Portland,OR

Summary

Objective: Planned Giving Program Manager

Overview

96
96
years of professional experience

Work History

Planned Giving Program Specialist

Oregon Humane Society
01.2024 - Current
  • Maintain an accurate record of open estates and keep track of the probate/administration process for each
  • Consult regularly with estate attorneys, financial advisors, trust administrators and other professionals involved in the settlement of after-death affairs
  • File claims with banks and financial institutions in order to receive OHS's shares of non-probate assets. Keep track of the status of these claims and follow-up as necessary
  • Compassionately consult with family members of recently deceased donors who are serving as executor of their loved one's estate
  • Ensure Planned Giving data is accurate and up-to-date in SalesForce. Regularly consult with Advancement Services and the Finance Department to ensure Planned Giving gift entry is uniform among SalesForce and Netsuite
  • Keep accurate records of our Friends Forever program. Process and acknowledge all new enrollees. Maintain electronic and hard files on all FF enrollees. Provide stewardship when necessary
  • Process and maintain records of all new expectancies arriving to OHS via FreeWill, our free online Will making program. Provide proper stewardship to these new Planned Gift donors. Maintain a professional relationship with OHS' FreeWill representative
  • Maintain a working professional relationship with OHS' estate attorney Mecedes Rodan-Feeley
  • Help plan and execute Planned Giving's spring donor luncheons, including speaking at some
  • Help the current Planned Giving Program Manager with donor stewardship, including attending meetings with Planned Giving prospects
  • Work regularly with OHS' SalesForce tech to ensure the CRM is meeting all of the Planned Giving department's needs. Provide suggestions for improvements



Assistant Manager / Bartender

FORTUNE STAR LOUNGE
01.2007 - 01.2103
  • Train new hires and supervised several staff in 160-seat restaurant/bar. Mix and serve drinks, open/unlock for shift, monitor inventory, work with vendors, close-out till at shift end, ensure sanitation/cleanliness (hold Oregon Food Handlers Card and OLCC license), maintained long-term relationships with regular customers. Known for efficiency, excellent attendance, good memory, and positive attitude.

Development Services Specialist

Oregon Humane Society
04.2022 - 01.2024
  • Quickly and accurately entered many types of gifts into SalesForce and provided appropriate acknowledgement letters when necessary
  • Answered phones and provided excellent customer service to donors wishing to update their personal or payment information
  • Maintained accurate records, both physical and electronic, of all donations made to OHS through various methods
  • Worked across various OHS departments to ensure data accuracy and appropriate donor stewardship

Animal Care Technician

Oregon Humane Society
02.2016 - 04.2022
  • Fed, cleaned up after and medicated dogs, cats, and small animals, screened small animals, typed paperwork, walked dogs of various temperaments, provided enrichment, vaccinated/microchiped as needed, assisted with animal transfers, housecleaning tasks (dishes, crates, laundry), assisted with Animal Care Task Report and hospital discharges.
  • EAS/FEMA certified to assist during animal emergencies.
  • Helped our Customer Care department educate caregivers and pet owners on animal care, nutrition, and disease management.
  • Restrained animals safely during exams and procedures.

Veterinary Assistant

OREGON HUMANE SOCIETY
05.2015 - 02.2016
  • Pre-medicate and induce animals for surgery, assist veterinarians with medical exams, recover animals after surgery, monitor for special procedures, sedate animals for exams as needed, assist with Spay and Save exams, clean kennels, distribute post-op meds, re-stock medical supplies.

Education

Diploma -

MILFORD HIGH SCHOOL
Milford, Michigan

Bachelor of Science - Zoology (Concentration: Zoo and Aquarium Science)

MICHIGAN STATE UNIVERSITY
01.2006

Skills

  • Currently listed on OHS' Corporate Resolution as an authorized person to help administer claims and sign estate documents on behalf of OHS
  • Current Notary Public
  • Proficient in Microsoft Word, Excel, Power Point, SalesForce
  • Understanding of the various probate/trust administration processes
  • Knowledge of the beneficiary claims process for non-probate assets
  • Experience with corresponding with Planned Giving prospects, whether it be in-person, on the phone, or via written communication
  • Vast institutional knowledge of Oregon Humane Society gleaned through my 10 years working in several departments
  • Studying to be CFRE certified
  • Diligent worker
  • Collaborative team member
  • Organized
  • Fast-learner

Internship

  • POTTER PARK ZOO, Lansing, Michigan
  • HoofStock Enrichment Program
  • 2006
  • Devised and implemented activities and modifications to provide stimulation for deer and goats in the zoo. The concepts included recreational pursuit of food, changes in terrain/ground texture, variations in scents, and new obstacles in the enclosures. My program is still in place fifteen years later.

Timeline

Planned Giving Program Specialist

Oregon Humane Society
01.2024 - Current

Development Services Specialist

Oregon Humane Society
04.2022 - 01.2024

Animal Care Technician

Oregon Humane Society
02.2016 - 04.2022

Veterinary Assistant

OREGON HUMANE SOCIETY
05.2015 - 02.2016

Assistant Manager / Bartender

FORTUNE STAR LOUNGE
01.2007 - 01.2103

Bachelor of Science - Zoology (Concentration: Zoo and Aquarium Science)

MICHIGAN STATE UNIVERSITY

Diploma -

MILFORD HIGH SCHOOL

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