Transformational leader and mission-driven professional dedicated to driving nonprofit impact through philanthropy. Skilled at blending best practices with innovative approaches and operationalizing plans in real-world situations.
Results-oriented individual with a proven track record of building strong relationships and collaborating with leadership and volunteers to cultivate principal and major gift prospects. Passionate about continuous learning and innovation.
Results-driven professional with a strong analytical mindset and innovative problem-solving skills to deliver impactful solutions in fast-paced settings
Overview
24
24
years of professional experience
Work History
National Advancement Director
Damascus, home of Catholic Youth Summer Camp
Centerburg, OH
02.2024 - Current
Create and implement strategy to secure $6 million annually in philanthropic dollars to assure the sustainability of ministry operations.
Manage the implementation of a comprehensive stewardship program to enhance mission partner relationships and deepen trust.
Manage a personal portfolio of lead donors and coordinate portfolios for the executive donors to maximize impact and ensure that mission partners are well stewarded.
Develop policies and procedures, as well as manage the activity required to transition CRM systems and integrate AI processes, to enhance fundraising.
Analyzes market trends to identify opportunities for growth within existing markets or new ones.
Ensures compliance with all relevant regulations, policies, and procedures.
Senior Consultant/Managing Director
TAG-Strategies
Omaha, NE
06.2012 - Current
Principal and Senior Consultant providing relational fundraising and organizational strategy consulting services to mission-driven, non-profit organizations, including strategic planning, data analytics, benchmarking, and comprehensive philanthropic campaign management.
Provides strategy and oversight to elevate stewardship and close gifts.
Board recruitment and management services.
Feasibility and planning studies to take mission-driven organizations to the next level.
Facilitates strategic planning and development planning efforts with a specialty in preparing higher education institutes for accreditation.
Researches, designs, and manages special project fundraising for clients seeking to increase staffing or launch new programs.
Conducts small group workshops and retreats introducing fundraising 'best practices' to nonprofit leaders.
Interim Director of Development
Center for BrainHealth/Brain Performance Institute
University of Texas at Dallas
01.2021 - 09.2021
Campaign strategist and lead fundraising consultant for the Center for BrainHealth and Brain Performance Institute, part of the University of Texas at Dallas.
Revised systems and developed protocols and practices for a $100 M campaign launching in the fall of 2021
Provided direction for all advancement services, assuring effective stewardship.
Secured the universities first $1 million gift during the COVID-19 shut down leveraging virtual communications.
Provided guidance for hiring and training of essential roles to meet the demands of the upcoming campaign.
Collaborate with UT system experts in assuring effective planned giving activity is sustained.
Implemented regular Moves Management training and best practices for utilizing the Salesforce CRM.
Advancement Director
Institute for Priestly Formation
Creighton University, Omaha
07.2014 - 03.2020
Restructured advancement services and fundraising practices by conducting a comprehensive development audit, standardizing performance metrics and introducing digital marketing resulting in a 41% increase in annual giving to $1.4 M per year
Implemented digital presence increasing recurring gifts by nearly 90% each of 5 successive years
Designed and launched a national donor recruitment effort that increased the number of donors by 79%
Launched a dashboard centered CRM system, portfolio management system and moves management policies and procedures resulting in a donor retention increase of 8% from 46% to 52%
Managed small portfolio of major gift prospects securing ~$600k annually in 5 and 6 figure gifts
Secured $185k to $250k in program grants each of last 5 years
Collaborate with board, advisory councils, executive director and major contributors to revamp collateral marketing pieces including mission, goals, programs, and proposals to increase funding resources
Supported day-to-day operations including recruitment of full-time, part-time and freelance employees, drafting and monitoring budgets, activity tracking, analytics and developing productivity metrics.
Dean of Communications and Advancement
Pope John Paul II High School
Hendersonville, TN
07.2012 - 06.2014
Oversaw a comprehensive brand identity campaign integrating advancement into broader brand and admissions communications
Established a comprehensive alumni program including a bi-annual magazine
Restructured annual giving program increasing renewable gifts in the first years by 29% to $420k
Implemented a $5M debt retirement campaign
Elevated school endowment by securing gifts totaling $749k
Managed restructuring of donor database adding 8,000 contacts previously not cultivated
Served as part of the school leadership team with responsibility for all external communications.
Executive Director
CCS Fundraising
Chicago, IL
01.2008 - 05.2012
Partnered with non-profit organizations to affect transformational change and increase sustainability by providing counsel, training and management
Revitalized $25 M capital campaign for Franciscan University securing 5 $1M+ gifts in the first 90 days
Onboarded the new vice president for advancement
Consulted the new vice-president on staffing and hiring
Served as International Fundraising Coordinator for Imagine No Malaria-a $75 M campaign to eliminate deaths from malaria in Africa
Solicited and secured institution, foundation, and individual leadership gifts at the $250k+ level
Trained and managed 12 direct reports and 5,000+ volunteers across the U.S
And five African nations
Built collaborative relationships with leaders from The Global Fund, United Nations Foundation, Nets for Life, and numerous faith-based NGOs and corporate partners
Coordinated a series of launch events both internationally and domestically engaging over 80,000 individuals
Established a comprehensive advancement program for Dominican House of Studies including initial audit, needs assessment, program infrastructure and strategic planning
Led 5-year strategic vision initiative for The Institute for Priestly Formation to guide organizational growth.
Business Development Manager
Rick Case Auto Group
Cleveland, OH
08.2005 - 01.2008
Trained and supervised staff in a new lead management system using workshops, mentoring, and closing assistance, increasing online sales by 9%.
Managed online marketing, including negotiating contracts with new and existing providers, monitoring and editing websites, and designing and disseminating online specials and advertising. This resulted in a 50% increase in used sales and an 11% increase in new sales over the previous year.
Developed and cultivated relationships with source providers, internet managers, and marketing professionals to remain current with technology and best practice advancements.
Salesperson of the year 2006 and 2007.
Hyundai Bronze Star Award Winner, 2004, and 2006.
Program Coordinator
Building Community Together: an outreach of the University of Wisconsin--Extension
Madison, WI
08.2000 - 05.2005
Founded a youth as grant maker initiative with 13 sites across 4 states introducing philanthropy to enhance youth development outcomes
Managed $250k budget and designed processes to distribute funds across financial platforms
Provided fiscal coordination reconciling diverse financial channels into a single integrated system
Launched annual fund campaign and secured gifts enabling 11 of 13 sites to become self-sustaining
Developed tool kit and led workshops for organizing local chapters
Served as a consultant to the White House Millennium Foundation Committee on Youth Development
Contributed to 4-H Publication Best Practices in Youth Development.
Education
MCP - Community Psychology
Pennsylvania State University
Harrisburg, PA
05-2001
B.S. English and Writing -
Towson State University
Towson, MD
05-1999
Ph.D. Coursework (All but Dissertation) - Human Development and Family Studies
University of Wisconsin
Madison, WI
Skills
Relational fundraising
Organizational strategy consulting
Strategic planning
Data analytics
Bench-marking
Philanthropic campaign management
Funding stream analysis
COVID-19 contingency planning
Feasibility and planning studies
Higher education accreditation preparation
Special project fundraising
Fundraising best practices
Campaign strategy
Advancement services
Principal gift management
Hiring and training guidance
Comprehensive fundraising campaign planning
Planned giving activity
Moves management training
Digital marketing
Donor recruitment
CRM system implementation
Portfolio management
Donor retention
Major gift prospect management
Program grant securing
Collateral marketing revamp
Advancement services restructuring
Performance metrics standardization
Digital presence implementation
Alumni program establishment
Annual giving program restructuring
Debt retirement campaign implementation
Endowment elevation
Donor database restructuring
External communications management
Non-profit counsel and management
Capital campaign revitalization
International fundraising coordination
Leadership gift solicitation and securing
Volunteer management
Advancement program establishment
Business development management
Online marketing
Lead management system training
Sales management and assistance
Youth grant making initiative
Fiscal coordination
Annual fund campaign launching
Workshop facilitation
Community involvement
Association of Fundraising Professionals (AFP) membership