Overview
Work History
Education
Skills
Timeline
Generic

Julie Kalis

Radnor,PA

Overview

23
23
years of professional experience

Work History

Owner

The Grey Colt
Wayne, PA
12.2018 - 02.2026
  • Owner of a results driven boutique centered on cultivating a culture of friendship and style
  • Developed loyal customer base through consistent delivery of exceptional customer service.
  • Trained staff on customer service best practices and product knowledge.
  • Established vendor relationships to secure quality merchandise at competitive prices.
  • Oversaw visual merchandising to enhance store presentation and attract shoppers.
  • Conducted inventory management to maintain optimal stock levels and reduce losses.
  • Managed bookkeeping, including sales projections, year-end tax reporting, and personnel data to ensure financial accuracy.
  • Implemented community engagement initiatives to strengthen local brand presence.

Director of Donor Relations and Strategic Partnerships

The Agnes Irwin School
Rosemont, PA
07.2016 - 07.2018
  • Managed stewardship and solicitation strategies for top-level donors, increasing donor retention
  • Organized and managed cultivation and stewardship events for fundraising: capital campaign, annual fund, planned giving, enhancing donor engagement
  • Oversaw management of endowed funds and high-level gifts
  • Coordinated bi-annual advisory council meetings with Head of School
  • Administered EITC and OSTC tax credit program; delivered updates to Board of Trustees

Associate Director of Major Gifts

The Agnes Irwin School
Rosemont, PA
07.2011 - 07.2016
  • Contributed to the Dare to do More Capital campaign team that raised $40M
  • Solicited donations from alumni and parents totaling $500,000 to support campaign initiatives
  • Maintained portfolio of 130 prospects, including tracking prospect progress through the pipeline
  • Prepared campaign volunteer leadership for peer to peer solicitation using both historical and anecdotal data
  • Planned and executed donor events in key cities, including San Francisco, Northeast Harbor, and Palm Beach, enhancing donor engagement
  • Designed and executed grand opening of $40M capital improvement, attracting 1,100 attendees and generating community interest
  • Managed an all constituency visit from Dr. Jane Goodall; 1300 people in attendance; coordinated all travel and security details for Dr. Goodall and her staff
  • Collaborated with the Annual Fund team to develop solicitation strategies for Campaign constituents
  • Collaborated with Laurel Society Director to create special events and meaningful touchpoints
  • Coordinated grandparent and special friends visiting days' activities

Regional Development Director

The Hill School
Pottstown, PA
07.2009 - 07.2011
  • Managed portfolio of 150 prospects across Texas, Florida, Chicago, and Virginia, fostering relationships to enhance regional engagement
  • Solicited and stewarded major, annual and planned gifts
  • Collaborated with volunteer leadership, trustees, and school leadership to develop tailored prospect strategies, aligning fundraising efforts with organizational goals
  • Coordinated reunion efforts for classes between 1980 and 1995, overseeing event planning and class fundraising initiatives to strengthen alumni connections.

Assistant Director of the Annual Fund and Constituency Relations

The Hill School
Pottstown, PA
12.2002 - 07.2009
  • Developed parent fundraising strategy and coordinated marketing efforts to increase donor participation
  • Managed parent relations to foster engagement and satisfaction, contributing to campus-wide strategic planning
  • Coordinated all parent programs, including campus-wide events for Parents Weekend
  • Coordinated all regional parent events
  • Established Parent Leadership Program to facilitate direct interaction between parents and Board members
  • Created and distributed an online parent newsletter
  • Wrote and maintained parent portal on the website

Education

Bachelor of Science - Fashion Merchandising

Ohio University
Athens, OH

Skills

  • Raisers Edge
  • Shopify
  • Google Workspace
  • Canva

Timeline

Owner

The Grey Colt
12.2018 - 02.2026

Director of Donor Relations and Strategic Partnerships

The Agnes Irwin School
07.2016 - 07.2018

Associate Director of Major Gifts

The Agnes Irwin School
07.2011 - 07.2016

Regional Development Director

The Hill School
07.2009 - 07.2011

Assistant Director of the Annual Fund and Constituency Relations

The Hill School
12.2002 - 07.2009

Bachelor of Science - Fashion Merchandising

Ohio University
Julie Kalis