Astute Partner with strong skills in hiring and monitoring staff and building firm credibility. Mentors personnel and promptly resolves complaints. Liaises with stakeholders to prioritize projects and determine appropriate deadlines.
Overview
2027
2027
years of professional experience
Work History
Partner and President
Guidance In Giving
, CA
01.1996 - Current
Responsible for supervising and conducting parish and diocesan capital campaigns and feasibility studies
Oversee the operations of the firm on the West Coast and have extensive involvement with the sales, campaign strategic supervision, campaign planning, interaction with top level leadership and councils, Leadership Gift planning and solicitations, and operations of parish and diocesan accounts
Proven record of knowledge in the full spectrum of philanthropic fund development, including special gifts, major gifts, capital campaigns, special events, prospect research, and proposal development
Classify and manage multiple donor portfolios for each community
Conduct Feasibility/Planning Studies and Gift Planning
Arrange volunteer trainings, community events, and receptions to present campaign vision and financial goals
Recruit and instruct volunteers to become community leaders and share the benefits of stewardship with others in the community
Teach financial organization to all communities
Demonstrate effective oral and written communication, including public speaking at events with upwards of 200 people in attendance; in order to communicate positively and effectively with a diverse audience.
Developed strategic initiatives to enhance donor engagement and retention.
Collaborated with team members to streamline operational processes for fundraising campaigns.
Analyzed donor data to identify trends and optimize outreach strategies.
Led training sessions for new staff on best practices in donor relations.
Managed communications across multiple channels, enhancing brand visibility and mission awareness.
Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
Achieved successful client outcomes by identifying and addressing their unique needs and goals.
Prepared and presented reports on status of projects and initiatives.
Developed and implemented strategies to enhance partner relations.
Crafted persuasive written communications including briefs, memoranda, and contracts with attention to detail and clarity.
Spearheaded negotiations with key partners, significantly enhancing collaboration and achieving mutual business goals.
Executive Director of the For Christ Forever Campaign
Diocese of Orange
Working with The Orange Catholic Foundation, this historic campaign raised over $120 Million.
Led strategic planning initiatives to align diocesan goals with community needs.
Developed and implemented programs enhancing outreach and engagement across diverse populations.
Fostered collaborative relationships with stakeholders to support mission-driven projects and initiatives.
Evaluated program effectiveness through data analysis, informing future development strategies and decisions.
Worked closely with organizational leadership and board of directors to guide operational strategy.
Aligned department vision, goals, and objectives with company strategy to achieve consistently high results.
Created promotional materials and provided insightful information to social media, websites and print media to educate public.
Vice President
Martin J. Moran Company
New York, NY
01.1988 - 01.1996
New York
Fostered relationships with key stakeholders to support business objectives and collaboration.
Oversaw divisional marketing, advertising and new product development.
Developed innovative sales and marketing strategies to facilitate business expansion.
Represented organization at industry conferences and events.
Managed large-scale projects and introduced new systems, tools, and processes to achieve challenging objectives.