Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Stephanie Curry

Lovettsville,VA

Summary

Dynamic leader with a proven track record of raising over $7 million for the PBS Foundation through careful stewardship of estate gifts. Excels at fostering long-term relationships, stewarding a portfolio of donors representing over $25M in commitments, showcasing impeccable organization skills and a high level of accountability. Expert in leveraging planned giving with a deep understanding of tax laws and gifting options.

Overview

26
26
years of professional experience

Work History

Director, Gift Planning

PBS Foundation
2017.02 - Current
  • Gift Solicift Solicitation: Documented over $25M in Planned and Immediate gifts since 2017through personal interactionwith donors, prospects and Estate Planning Professionals across the country. Manage a portfolio of 300 prospects, working with Move Management Objectives, create and apply strategies for success.
  • Mission Delivery: Acted as liaison to the donors by providing first hand knowledge of mission, programs and services offered and research funded. Continually trained in Health Initiatives information, both local and nationally based, for strong delivery to potential donors. Spoke at local Rotary, Lions, 55+ Communities, Volunteer Leadership Councils as well as coordinated and presented Planned Giving vehcile strategies to estate planning councils and ACS donors and volunteers.
  • Organization Liaison: Worked with professionals in field to be a resource to them and their clients by assisting with gift planning and helping coordinate the proper gifting vehicle for each individual. Has command of state and federal tax laws as well as various gifting options and objectives.
  • Integration: worked with all departments to levarage Planned Giving goals throughout the organization. Worked closely with Major Gifts Director for cultivation of both Planned and major gifts.

Community Income Development Director

American Cancer Society
2001.03 - 2006.03
  • Fundraising: Raised over $1.4 million in six years through five major annual events, including Relay For Life and Daffodil Days.
  • Event coordination: Coordinated 24-hour walk-a-thons involving 700+ people per event. Site selection, logistics preparation alongside local township officials, participant and sponsorship recruitment throughout the year. Organized annual Daffodil Days campaign amongst 150 businesses, schools and churches via direct mail campaign and local newspaper outlets. Actively managed outside fundraisers such as golf tournaments, softball tournaments and specialty parties.
  • Volunteer Management: Actively managed over 100 key volunteers annually beginning with recruitment, training, goal setting and progress monitoring. Managed fundraising meetings with committee members and team members, provided guidance and fundraising tools for proven success. Conducted monthly meetings with top volunteers while providing training and mentoring.
  • Organization Representation: Frequently spoke to local businesses on behalf of ACS focusing on mission delivery and community involvement. Worked closely with State Representatives and their constituents to form strategic partnerships. Appeared on local television, radio newscasts and wrote guest columns for print media.

Marketing Coordinator

Enbridge Home Services
1998.08 - 2001.03
  • Marketing: Responsible for helping to marketing new Canadian home services corporation into Philadelphia and surrounding markets. Worked closely with advertising agencies, produced TV, radio and print collateral. Responsible for both new client acquisition and retention.
  • Event Coordination: Organized and executed all aspects of company representation at trade shows and job fairs as well as coordinated corporate partnership with non-profits.

Education

Bachelor of Arts - English

University of Virginia
Charlottesville, VA

Skills

  • Impeccable organization skills
  • Strong relationship builder and manager

  • Successful portfolio management
  • High level of individual accountability

Affiliations

Delaware County Estate Planning Council (DCEPC) Board Member 2008-present. DCEPC Vice President-2012-2013. Habitat for Humanity of Chester County, (HfH) Board member, 2001-2007. HfH Global Village trip to El Salvador-2011. HfH Hurricane Katrina build-2006. PA Horticultural Society Flower Show volunteer-2004, 2005. City Team International volunteer-present.

Timeline

Director, Gift Planning

PBS Foundation
2017.02 - Current

Community Income Development Director

American Cancer Society
2001.03 - 2006.03

Marketing Coordinator

Enbridge Home Services
1998.08 - 2001.03

Bachelor of Arts - English

University of Virginia
Stephanie Curry