Sara Hartman '01
Norfolk,NY
Summary
Results-focused Advancement professional with strength in donor stewardship, data collection, and gift reporting. Proactive leader with strengths in communication and collaboration. Proficient in fundraising software and reporting knowledge to promote increased giving and donor retention. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.
Overview
16
16
years of professional experience
Work History
Assistant Director Development
Canton College Foundation
Canton, NY
02.2024 - Current
- Developed and implemented a comprehensive athletics giving program to meet the needs of students, faculty, and staff.
- Developed and implemented strategic fundraising plan for annual day of giving which includes lining up advanced donors and establishing contests and challenges.
- Work with students, faculty, staff, and alumni to be leaders in peer-to-peer fundraising, and ensuring appropriate follow-up including the announcement of results and outreach to key stakeholders.
- Work with Senior Director of Development on a plan for naming opportunities.
Development Officer
Canton College Foundation
Canton, NY
10.2021 - Current
- Raised funds by coordinating events.
- Raised awareness and attracted donors through marketing campaigns.
- Determined potential donors through research.
- Raised $199,957 in funds during first six months to support campus initiatives.
- Coordinated with prospective donors to receive corporate sponsorships and initiate matching gift campaigns to achieve funding goals.
- Developed insightful fundraising materials for newsletters and websites to attract sponsorship opportunities.
- Performed prospect research to identify and engage potential donors and partner organizations.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Completed constituent action goals through visits, emails, phone calls, Linkedin messages, and hand-written notes.
- Established portfolio of annual and leadership gift prospects.
- Established new endowments and annual scholarships.
Gift Steward/Reporting and Analytics
Canton College Foundation
Canton, NY
10.2018 - 10.2021
- Manage Stewardship through timely, accurate gift reporting and acknowledgement.
- Knowledgeable and passionate about SUNY Canton students, alumni, campus, and the programs offered.
- Certified in Raiser’s Edge and Financial Edge-assisted in the implementation for Foundation office
- Maintain databases for the CCF team.
- Manage approximately two hundred campus support and booster accounts.
- Work closely with team members to deliver project requirements, develop solutions, and meet deadlines.
- Planned and hosted virtual and in person Alumni Trivia events.
- Organized tour of campus for virtual Alumni Weekend (hired videographer, obtained permits, developed a creative vision for video).
- Organized and filmed virtual Campus Store event with college mascot, Roody Roo, to showcase Alumni merchandise available for purchase.
- Assisted in Scholarship luncheon planning.
- Assisted in Alumni weekend events.
- Serve in various positions at Alumni and Foundation events to ensure appropriate cultivation and stewardship of all attendees and donors.
- Manage all employee payroll deduction contributions from CCF, CA, and New York State.
- Process all funds received by the Foundation both charitable and non charitable.
- Volunteer at campus COVID testing site and One Hop Shop.
- Work with gift officers to steward financial side of scholarship donors.
- Assist with Human Resources duties (corresponding with life insurance, health insurance, and retirement companies).
- Complete quarterly and annual Census Bureau Surveys.
- New York State Notary Public
- Proficient in Microsoft Office and Banner
- Excellent math skills
- Excellent oral and written skills
- Strong work ethic
- Handle cash and prepare bank deposits
- Clerical skills (filing, answering phones, donor relations)
- Well organized
Credit and Collections Manager
J.C. Merriman's Inc
Norwood, NY
09.2013 - 10.2018
- Duties included opening new accounts and determining credit limits, processing approximately three thousand statements each month which included all processes associated with generating end of month reports, finance charges, balance forwards, and delinquency reports.
- Managed the office by answering the majority of incoming phone calls, waiting on customers in person, ordering office supplies, and ensuring that office equipment is in working order.
- Reviewed delinquency reports and generate first, second, and final notices.
- Prepared court documents for small claims, represent my company in court, and file judgments and wage garnishments with St. Lawrence County.
- Processed all payments for accounts receivable, including Statewide Financial Systems payments.
- Reviewed all HEAP grants and review all reports.
- Processed all HEAP refund requests and file all compliance documents with New York State.
- Assisted with processing bank deposits, cash drawer balancing, and credit card processing routines.
- Responsible for collecting and balancing all fuel oil and propane delivery tickets and review all manifest from each delivery driver daily.
- Responsible for filing, open invoice reports, purchase and work orders, and online security compliance.
- Work completed in a timely and organized manner.
Assistant Branch Manager
SeaComm Federal Credit Union
Potsdam, NY
2011 - 09.2013
- Oversaw the operation of all tellers in my branch.
- Balanced vaults and conducted audits on all cash systems within my branch.
- I prepared employee schedules according to a scheduling system and reached my time management goal each month.
- I prepared employee reviews (quarterly and yearly).
- I assisted with interviewing processes and hiring within my branch.
- I filled in as the Branch Manager in the absence of the Branch Manager.
- I processed new accounts and loan applications.
- I maintained excellent internal and external employee reviews.
Financial Service Representative
SeaComm Federal Credit Union
Potsdam, NY
03.2008 - 01.2011
- Processed loan applications, opened new accounts, provided all aspects of member service, and met individual and team goals.
Education
Associate of Applied Science - Liberal arts
SUNY Canton
Skills
- Strong interpersonal communication skills
- Research skills for philanthropic gift strategies
- Donor Stewardship
- Gift Reporting
- Certified in Raisers Edge
- Certified in Financial Edge
- Database management
- Analytics
- NYS Notary Public
- Excellent oral and written skills
- Detail oriented
- Financial
- Math
- Microsoft Office
- Payroll
- Processes
- Management of specialized projects
- Well organized
- Planning
- Leadership
Objective
To attain the position of Assistant Director of Development for the Canton College Foundation. To utilize strong interpersonal communication skills to better benefit the Foundation, SUNY Canton Students, campus programs, and enhancement projects. To take the next step toward furthering my knowledge of the Foundation and enhancing my career experience.
Interests
Treasurer of Norwood-Norfolk youth basketball association ( 5 years)
Youth softball coach
Youth basketball coach
Youth soccer coach
NNCS Mega Reunion Committee member (organize concession, entertainment, vendors, and guest lists)
Volunteered as a Meals On Wheels delivery person
Timeline
Assistant Director Development
Canton College Foundation
02.2024 - Current
Development Officer
Canton College Foundation
10.2021 - Current
Gift Steward/Reporting and Analytics
Canton College Foundation
10.2018 - 10.2021
Credit and Collections Manager
J.C. Merriman's Inc
09.2013 - 10.2018
Financial Service Representative
SeaComm Federal Credit Union
03.2008 - 01.2011
Assistant Branch Manager
SeaComm Federal Credit Union
2011 - 09.2013
Associate of Applied Science - Liberal arts
SUNY Canton
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