Lynette Stein
Scottsdale,AZ
Summary
Dynamic leader with over 20 years of demonstrated success in both for-profit and non-profit sectors. Recognized as a natural networker and adept team leader, consistently achieving unprecedented donation levels through the cultivation of multiple relationships. Passionate about representing organizations through personal connections, major events, and innovative marketing strategies.
Overview
23
23
years of professional experience
Work History
Chief Development Officer
Save the Family Foundation of Arizona
10.2023 - Current
- Oversees and orchestrates a variety of fundraising campaigns, resulting in $5 million in annual donations
- Actively pursuing $3 million worth of naming opportunities for the organization's newest program, the Phoenix Scholar House
- Collaborates with the board of directors and volunteer committees to plan, execute, and facilitate fundraising and communications strategies
- Prepares and presents development reports, outlining achievements, challenges, and future plans, for Board meetings
- Establishes and implements an annual development/communications strategy aligned with the organization's strategic goals and objectives
- Supervises grant writing efforts to secure funding from foundations, corporations, and government agencies
- Supports and mentors the Board, management, and staff in their development efforts
- Directs the creation of funding proposals, direct mail campaigns, special event materials, and other fundraising support documentation
- Collaborates with internal departments on marketing, donor relations, and stewardship initiatives
- Manages social media campaigns, develops marketing materials, and coordinates in-person fundraisers, serving as an articulate, enthusiastic, and visible spokesperson
- Crafts comprehensive budgets for the Development and Marketing departments, optimizing operational funds; supervises a team of four to ensure budget adherence
- Streamlines operational processes by implementing compliance-related policies and procedures in the philanthropy department
Director of Philanthropy
Tempe Community Action Agency, Inc.
12.2022 - 10.2023
- Partnered with the CEO to raise $16M for the Building Resilience Capital Campaign, achieving 59% of the fundraising goal
- Secured over $1.2 million in additional funding to support organizational expansion, program development, and site-based activities
- Established and led a high-performing fundraising team, including an Individual Giving Manager, Philanthropy Associate, and contractors, setting clear objectives for continuous professional development
- Managed the Volunteer Program Coordinator role, overseeing state contract execution, community outreach, recruitment, onboarding processes, and management of 300+ volunteers
- Developed departmental policies, practices, and toolkits to improve donor and volunteer management effectiveness
- Spearheaded the transformation of the organization's brand identity, including refining the mission statement, redesigning the logo, updating the color palette, and revamping the company website
- Directed end-to-end marketing campaigns, coordinating with local media outlets for news coverage, crafting impactful press releases, managing content across multiple social media platforms, producing compelling print materials, optimizing SEO for digital visibility, and improving donor and volunteer data management systems
- Oversaw the Capital Campaign Committee and led the External Affairs Committee, providing regular presentations to the Board of Directors
- Maintained budget oversight for various projects and campaigns, ensuring spending aligned with allocated resources
- Crafted private grant proposals that effectively communicated the organization's mission and funding needs
- Strengthened connections with key supporters, including donors, foundations, corporations, and local government officials, to enhance organizational partnerships and support
Senior Director of Corporate & Community Relations
Valley of the Sun J
05.2019 - 12.2022
- Orchestrated the organization's annual gala, managing all aspects of the event, including sponsorship, logistics, and achieving a net revenue of $750,000
- Oversaw the Corporate Partners Program, generating approximately $200,000 in annual revenue through strategic management and collaboration
- Planned and executed the 2022 Fore the Kids Charity Golf Tournament, resulting in over $120,000 in net revenue
- Established and led the Community Relations Department, fostering year-round collaborations with other nonprofits to support individuals across the greater Phoenix community
- Managed relationships with 60+ partners, ensuring the fulfillment of contractual obligations, including brand awareness, advertising, programming, and networking opportunities
- Implemented marketing campaigns, proposals, ROI reports, and sponsorship agreements to drive revenue and engagement
- Developed synergistic strategies to maximize support from donors, sponsors, corporate, and community partners
- Collaborated with internal marketing teams and external contractors to maintain consistent brand messaging across all communication channels
- Researched, planned, wrote, and executed program grants to secure funding for organizational initiatives
- Worked closely with the board of directors, campaign chairs, committee members, and department heads to sustain membership and achieve fundraising goals collaboratively
Senior Director of Business Development
Celeste Stein Designs Inc.
08.2008 - 02.2019
- Attained a $3 million market position for the company by executing successful global marketing strategies and sales initiatives
- Led diverse sales teams across three lines of business in the healthcare, equestrian, and fashion industries
- Conducted regular assessments of Sales Team performance, identifying growth opportunities and providing constructive feedback for professional development
- Defined the company's value proposition, messaging, and conducted data analysis of target customer demographics
- Identified new business opportunities by closely analyzing market trends in established and potential sectors
- Expanded market presence and visibility by leveraging strategic alliances
- Fostered enduring partnerships with suppliers, distributors, wholesale buyers, and customers
- Represented the company at industry trade shows across all product lines
- Orchestrated marketing campaigns to enhance brand awareness and drive customer acquisition
- Revamped the corporate website with enhanced functionalities, including an interactive product catalog, a wholesale and distributor portal, and an e-commerce store
- Played a pivotal role in obtaining WBENC Certification, underscoring the company's commitment to diversity and inclusion
Director of Investor Relations
Pierpont Communications
03.2006 - 08.2007
- Recruited to inaugurate and oversee a new office for Pierpont Communications in the Dallas-Fort Worth metroplex
- Acted as the primary point of contact for institutional investors representing multiple companies listed on either Nasdaq or NYSE
- Analyzed and communicated client financial data to diverse institutional shareholders and private investors
- Led investor relations efforts during buy-side roadshows and accompanied senior executives to investor conferences, ensuring compliance with SEC regulations and addressing inquiries
- Presented financial results, investor perception studies, peer comparisons, and high-level business strategies to internal and external stakeholders
- Fostered and managed strategic relationships with Wall Street, addressing investor inquiries and resolving day-to-day concerns
- Crafted quarterly earnings press releases, conference call scripts, annual report letters, and executive-level presentations
Investor Relations Account Manager
Shelton Group
11.2004 - 08.2006
- Nurtured, retained, and oversaw software and hardware client relationships
- Formulated communication strategies and implementation tactics for investor relations programs, catering to both publicly traded and privately held companies
- Developed and fostered connections with institutional and sell-side analysts, private investors, and financial media, serving as the company's primary representative
- Enhanced executive understanding of investor perceptions and company expectations through routine investor studies
- Provided ongoing guidance to leadership on SEC disclosure regulations, Reg FD compliance, and crisis communication protocols to ensure full adherence
Investor Relations Coordinator
NI (National Instruments)
11.2001 - 05.2004
- Orchestrated NI's inaugural investor conference in NYC, overseeing all planning and coordination
- Designed a template to monitor the efficacy of roadshows, conferences, quarterly earnings calls, and special meetings
- Produced a customer testimonial video utilized across sales, marketing, and investor relations departments; conducted interviews, scripted content, and edited footage
- Created annual reports, corporate brochures, and investor relations kits
- Authored and supervised edits to earnings conference call scripts
- Formulated the annual budget, managed monthly invoicing, and negotiated vendor contracts
- Assumed full oversight of the investor relations department during the supervisor's maternity leave
Education
Bachelor of Arts - Mass Communications
St. Edward's University
Austin, TX05.2001
Skills
Revenue Generation
Partnership Development
Relationship Building
Cross-Functional Team Leadership
Campaign Management
Project Management
Coaching
Effective Communication
Creative Direction
Emotional Intelligence
References
References available upon request.
Timeline
Chief Development Officer
Save the Family Foundation of Arizona
10.2023 - Current
Director of Philanthropy
Tempe Community Action Agency, Inc.
12.2022 - 10.2023
Senior Director of Corporate & Community Relations
Valley of the Sun J
05.2019 - 12.2022
Senior Director of Business Development
Celeste Stein Designs Inc.
08.2008 - 02.2019
Director of Investor Relations
Pierpont Communications
03.2006 - 08.2007
Investor Relations Account Manager
Shelton Group
11.2004 - 08.2006
Investor Relations Coordinator
NI (National Instruments)
11.2001 - 05.2004
Bachelor of Arts - Mass Communications
St. Edward's University
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