Experienced development professional with solid background in resource development, team leadership, collaborative partnerships and strategic plan process. Market-savvy, analytical and well-coordinated in devising and implementing process to drive and sustain contributed revenue growth. Articulate, personable and comfortable with staff and external stakeholders.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Chief Development Officer/VP Philanthropy
YMCA of Greater St. Petersburg
St. Petersburg, FL
06.2016 - Current
Created process, implementation and measurement tactics for long and short-term strategic plans.
Established and deepened partnerships with community partners to enhance program effectiveness and strengthen funding streams.
Oversee $4.5 million contributed revenue budget to include development office, grants management, events and corporate sponsorships.
Established goals for soliciting funds, developed and implemented gift acceptance policy as well as gift acknowledgement process. Established digital currency acceptance policy.
Created and implemented three year giving society which was a catalyst for increased board giving. Annual giving from the Board increased 500% from 2016-present.
Team leader of five development staff and eight executive/program directors in all fundraising strategy, process, training and implementation.
Senior fundraising executive leading all organizational philanthropic focus to include signature fundraising events, marketing initiatives, social and digital campaigns and direct response.
Developed and implemented capital fundraising campaign to include facilities expansion, endowment, and major gift expansion to ensure sustaining organizational financial stability.
Drove 400% contributed revenue growth in five years - to include revenue from foundations, corporations and grant-making organizations.
Senior Development Officer
The Florida Orchestra
St. Petersburg, FL
12.2014 - 06.2016
Developed a portfolio of 175 donors with a focus on annual giving and donor retention.
Identified, cultivated, solicited and secured $1.5 million in planned gifts in year one.
Assisted with preparation and submission of grant proposals.
Lead a team of three development staff to include development services, event planning and grant management.
Staff liaison for two volunteer boards and three volunteer guilds - located in Tampa, St. Petersburg and North Pinellas.
Identified and recruited six new members to the Board of Directors.
Performed as primary staff liaison to board philanthropy advisors, support board and executive director in achieving plan goals.
Principal/Owner/Operator
Curtis Wealth Management Group
Sarasota, FL
11.2004 - 03.2014
Managed financial functions such as operations budgeting, accounts payable and accounts receivable and payroll.
Directed implementation of strategic business plans to achieve goals and objectives.
Created and implemented marketing and advertising strategies to support revenue goals and promote strategic growth.
Interviewed, trained, and supervised up to 25 employees, including three supervisors, to achieve sales goals.
Associate Director of Major Gifts
Eckerd College
St. Petersburg, FL
06.2009 - 11.2010
Performed as primary gift officer for portfolio of 200 alumni and parent stakeholders located in Florida, Texas, Michigan, Ohio, New York and Pennsylvania.
Solicited and secured $1.25 million in endowment pledges.
Staff liaison for Annual Charity Golf Tournament to benefit Eckerd College Athletic Department - raising $100,000 annually. Secured key sponsors and coordinated volunteer fundraising teams.
Proficient in Banner contact management software for higher education.
Secured capital campaign leadership gifts ranging from $5,000 to $500,000 totaling $1.2 million.
Education
Bachelor of Science - Public Relations And Organizational Communication
University Of Florida
Gainesville, FL
Associate of Arts - Business Administration
St. Petersburg College
St. Petersburg, FL
Skills
Leadership
Strategic Process
Resource Development
Collaborative Partnerships
Fundraising Campaigns
Philanthropic Marketing
Grants Management
Event Management
Board Development
Peer Educator
Accomplishments
Selected in 2020 by Y-USA to serve as Service Delivery Provider for Financial Development and Marketing. Responsible for consultation and advisement of member YMCA Associations for development and marketing process and projects.
Speaker/Presenter of "Meeting Your Fundraising Goals in Challenging Times" at 2021 NAYDO Conference.
Affiliations
Chair of YMCA YPN (YMCA Professional Network) FInancial Development Peer Group for State of Florida (2019 - Present).