Summary
Overview
Work History
Education
Skills
Timeline
Generic

Meredith Morris

Brooklyn,NY

Summary

Seasoned Operations Manager and talented leader with 17 years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.

Overview

17
17
years of professional experience

Work History

Database and Operations Manager

CAMBA, Inc
05.2018 - Current
  • Serve as primary administrator for Donorperfect Online database
  • Entering and acknowledging gifts in a timely manner
  • Update and maintain Donorperfect records, mailing lists, and annual cleanup including NCOA
  • Train staff to maximize use of Donor Perfect, including moves management
  • Add individual notes and actions in a timely manner, including actions for institutional giving
  • Serve as primary administrator for the Donor Search research tool, updating records with demo/gift data and running semi-annual NCOA times for mailing efficiency
  • Updating all donor records, highlighting promising prospects
  • Create and reconcile revenue reports
  • Working with the Fiscal Department to create monthly revenue reconciliation
  • Accurate and timely reporting of monthly revenue, Board of Directors' direct and solicited giving, event sponsorships, annual giving
  • Fund campaign, institutional giving, full year-end analysis, and donor listing for the organization's annual report
  • Working with the Fiscal and Executive Departments in tracking public and private partnership funding
  • Generate queries, analysis reports, snail mail, and e-mail lists on a regular basis
  • Reach out to programs and work sites for in-kind donors and volunteers lists on a quarterly basis for timely and appropriate support acknowledgements
  • Supporting the SVP and DOD in growing institutional giving, inclusive of Annual Fund and Major Gifts from individuals
  • Assisting with fundraising activities (online fundraising, developing collateral, and supporting fundraising events)

Senior Donor Services Associate

Hadassah, The Women's Zionist Organization
09.2011 - 04.2018
  • Responsible for donor acknowledgements and recognition, for an organization with over $300,000 members, inclusive of writing all pledge and gift agreements, creating and updating relevant donor information, recognitions, premiums, and payments on a daily basis
  • Communicated regularly with donors about their gifts, providing guidance on recognition and giving opportunities available at all major gift levels of $5,000 and above
  • Worked with Supervisor for donor acknowledgements to determine appropriate recognition
  • Draft letters and ensure recognition is offered in a consistent manner
  • Supported Donor Accounts Manager by overseeing and processing all major gifts acknowledgements
  • Researched and coded and prepared pledge agreements for all Major Gifts and grants of $5,000+
  • Provided coding and data entry training for major gift transactions to staff
  • Arranged all necessary adjustment paperwork for Major Gifts
  • Prepared installment billing packets for calendar year
  • Arranged all necessary adjustment paperwork for Major Gifts
  • Researched and analyzed donor history and reconciled discrepancies
  • Supported Manager and colleagues with special projects in the Donor Services, Operations, and Development divisions

Processing Associate

Hadassah, The Women's Zionist Organization
09.2006 - 03.2009
  • Provided data entry support for all Major Gifts financial transactions
  • Entered, updated, and maintained Major Donor records, inclusive of general demographics information, contact information, and changes in donor status
  • Filed correspondence, memos, and statements on behalf of the organization
  • Copy edited various acknowledgement letters written by colleagues
  • Worked in conjunction with departmental supervisor to resolve data-related issues
  • Conducted and filed research, utilizing Microsoft Office Suite
  • Identified and resolved process issues to drive optimal workflow and business growth.

Education

Bachelor of Science - Public Affairs, Communications

Baruch College, CUNY
New York, NY
01.2004

Skills

  • SOFTWARE
  • Pledgemaker, DonorPerfert, Andar 360, Business Objects, Microsoft Office Suite 2003, RTL First, pcAnywhere DonorPerfect, Donor Search
  • Data Management
  • Strategic Partnerships
  • File and database management
  • Understanding of database procedures
  • Knowledge database understanding

Timeline

Database and Operations Manager

CAMBA, Inc
05.2018 - Current

Senior Donor Services Associate

Hadassah, The Women's Zionist Organization
09.2011 - 04.2018

Processing Associate

Hadassah, The Women's Zionist Organization
09.2006 - 03.2009

Bachelor of Science - Public Affairs, Communications

Baruch College, CUNY

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Meredith Morris