Jutta "Julia" Kassatly

Own donor-facing strategy, materials, and reporting initiatives for Individual Giving, supporting major donors and institutional partners.

Drive development of donor-ready proposals, reports, and updates by coordinating Communications, Finance, and program teams.

Translate complex research and program work into concise donor communications, including converting a 17-page Harvard housing study into a 3-page donor appeal.

Lead preparation of institutional donor reports, including mid-year and impact reports for private Foundations.

Create standardized program summaries and “impact by dollar” tools used by relationship managers in donor conversations.

Represent Individual Giving on cross-functional initiatives (Carter Circle, organizational cases for support), shaping donor-facing materials from an IG perspective.

Produce monthly revenue, activity, and pipeline reports used by leadership to assess donor engagement and set priorities.

Identify and resolve recurring discrepancies between Finance and Individual Giving reporting, improving confidence in donor-facing data.

Develop briefing materials and presentations used in donor meetings and senior-level discussions.

Establish onboarding materials and practices that set standards for new team members supporting donor engagement.

Directed all aspects of stewardship and endowment report production for two foundations, coordinating content, financial data, and approvals.

Streamlined reporting through implementation of On-Demand Digital Endowment Reports (ThankView), reducing preparation time by approximately 30%.

Lead donor-facing strategy, materials, reporting, and cross-functional initiatives supporting major donors and institutional partners.

Drafted and managed personalized acknowledgment letters for individual and corporate donors, including correspondence signed by the University President and VP of Development.

Organized and executed the President’s Spring Celebration, a 200-person donor event, managing vendors, volunteers, budgets, and reconciliation. Established donor recognition guidelines and coordinated production of recognition gifts and materials.

Served as a member of the Augusta Estate Planning Council, collaborating with attorneys and financial advisors on donor engagement.

Oversaw donor recognition events hosted at private homes and on campus, managing logistics, vendors, and volunteers.

Implemented NeonOne as the donor database and launched email and fundraising campaigns.

Designed and executed the organization’s first Annual Appeal, raising 25% of goal within two months.

Participated in weekly board meetings advising on development strategy.

Planned and executed the 'Five Golden Rings' Luncheon and Dinner, exceeding fundraising goals by 40% and raising over $80,000.

Led the Centennial Celebration 'Call for Artists,' meeting 100% of fundraising goals.

Designed and delivered donor events at prominent venues, including The Norton Museum of Art, with audiences of 300+.

Cultivated high-profile Palm Beach community leaders as event chairs, expanding donor networks.

Coordinated with donors and their estate planning attorneys to close charitable gifts.

Represented ultra-high-net-worth clients in residential real estate transactions totaling over $150M.

Specialized in estate-planning-related real estate transfers, advising on tax, probate, and legal considerations.

Led negotiations, contract execution, and closings in coordination with attorneys, lenders, and regulatory boards.

Managed multi-state and international client relationships requiring discretion and professional judgment.