Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Additional Professional Experience
Skills
Timeline

Tamar Schiess

Duxbury,MA

Summary

For more than 25 years, I fostered relationships with individuals, corporations, and foundations on behalf of non-profit institutions in Greater Boston matching mission with donor intent. I have witnessed first-hand how money, prudently invested, improves the lives of families and the health of communities. During the pandemic, I was licensed as a Financial Advisor. In that role, I thoughtfully and strategically guided my clients in investment decisions to help them achieve their hopes and dreams. I provided every client with targeted, comprehensive financial advice and portfolio management, delivered with the highest level of personal service and professional integrity. Ultimately, I returned to mission-driven work and am now looking to use my versatile, creative, and people-focused skills and experience in a new and exciting capacity.

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Director of Development

Bay Farm Montessori Academy

Senior Development Officer

Children’s Hospital Trust, Boston’s Children’s Hospital

Manager of Institutional Giving

The Greater Boston Food Bank

Coordinator of Institutional Partnerships and Special Events

Museum of Science

Special Events Coordinator

Cystic Fibrosis Foundation

Director of Development

South Shore Habitat for Humanity
10.2022 - Current
  • Orchestrated and executed comprehensive fundraising strategies
  • Cultivated and maintained relationships with donors, sponsors, and stakeholders to ensure ongoing support and engagement
  • Conducted research to identify new funding opportunities and trends in philanthropy
  • Spearheaded the design and launch of the organization's new CRM, website, and social media strategy to amplify its mission and outreach

Associate Financial Advisor

Wells Fargo Advisors
01.2020 - 10.2022
  • Developed 50+ customized financial portfolios, addressing both short-term and long-term client objectives
  • Fostered and maintained client relationships with members of 83 households
  • Grew Assets Under Management (AUM) from $141M to $160M, through strategic relationship development and precise portfolio analysis
  • Led team participation in the 'Delta Program', to successfully improve operational efficiency and client service
  • Conducted financial planning workshops resulting in 10% client acquisition

Director of Major Gifts, College of Professional Studies

Northeastern University
01.2018 - 12.2020
  • Directed major gift portfolio initiatives, managing a $1.5M+ annual fund to advance the college's mission
  • Identified, cultivated, solicited, and stewarded a portfolio of high-net-worth individuals and foundations successfully to secure major gifts that significantly exceeded the $25K threshold
  • Coordinated the distribution of more than $500K in scholarships to 175+ students, fostering stakeholder collaboration to enhance accountability
  • Launched three program-specific funds, aligning alumni interests with college priorities to enhance donor engagement
  • Provided regular updates and reports to senior leadership

Philanthropy Officer

South Shore Health System Foundation
01.2012 - 12.2018
  • Directed the management of a $1M+ major gift portfolio, including the identification, cultivation, solicitation, and stewardship of substantial contributions ranging from $25K to $500K
  • Fostered continuous collaboration with Dana Farber Brigham & Women's Cancer Center executives to align the Foundation's understanding of comprehensive cancer care priorities
  • Successfully re-launched and reinvigorated the Foundation's direct mail program, resulting in enhanced donor participation, increased contributions, and the effective acquisition, renewal, and elevation of donor engagement into the major gift pipeline
  • Played a pivotal role in advancing the Mission Critical Capital Campaign, laying the groundwork to achieve the $75M target

Education

MBA - Public and Non-Profit Management

Boston University Graduate School of Management, Boston, MA

BA - Sociology, Certificate in Peace and Justice Studies

Tufts University, Medford, MA

Bachelor of Arts - Sociology

Tufts University, Medford, MA

Skills

  • Administrative Expertise
  • Event Planning
  • Research & Analysis
  • Social Media Strategy
  • Client Relationship Management
  • Database Management
  • Grant Writing
  • Fundraising Expertise
  • Capital Campaigns
  • Corporate & Foundation Relations
  • Special Events
  • Major Gifts
  • Annual Giving
  • Planned Giving
  • Direct Mail

Certification

  • Series 7
  • Series 66
  • MA Life Insurance
  • MA Health Insurance
  • Mortgage (NMLS ID: 2097581)

Accomplishments

  • Achieved a 317% increase in funding from corporate, private, and government agencies by directing a grant writer in crafting persuasive proposals, significantly expanding financial resources for the organization.
  • Created, branded and launched comprehensive Grateful Patient Program, including marketing collateral and website to engage patients, caregivers, and Health System executive and clinical leadership on a 'shoe string' budget; Raised more than $500,000 in three years.
  • Redefined and re-launched leadership phase of stalled $4.9M capital campaign to ensure long-range stability that enabled private school to move forward its campus improvement plan.
  • In the wake of 9/11, brought 'CANstruction', to the Museum of Science with partners in the private, public, and non-profit sectors which brought architectural and engineering wonders and education to a broad audience.
  • Reengineered Raiser’s Edge database and data entry protocols and re-coded more than 300,000 records; ensured effective analysis and sound strategic planning in future fiscal years. Built on this experience when transitioning a larger database from eTapesty to DonorView.
  • Trained Board Members and volunteer solicitors to use fundraising tools effectively, including case statements as effective introductions to capital campaigns.

Additional Professional Experience

  • Director of Development, Bay Farm Montessori Academy, Duxbury, MA
  • Senior Development Officer, Children’s Hospital Trust, Boston’s Children’s Hospital, Boston, MA
  • Manager of Institutional Giving, The Greater Boston Food Bank, Boston, MA
  • Coordinator of Institutional Partnerships and Special Events, Museum of Science, Boston, MA
  • Special Events Coordinator, Cystic Fibrosis Foundation, Natick, MA

Skills

Event Planning, Research & Analysis, Social Media Strategy, Client Relationship Management, Database Management, Grant Writing, Capital Campaigns, Corporate & Foundation Relations, Special Events, Major Gifts, Grant Writing, Annual Giving, Planned Giving, Database Management, Direct Mail

Timeline

Director of Development - South Shore Habitat for Humanity
10.2022 - Current
Associate Financial Advisor - Wells Fargo Advisors
01.2020 - 10.2022
Director of Major Gifts, College of Professional Studies - Northeastern University
01.2018 - 12.2020
Philanthropy Officer - South Shore Health System Foundation
01.2012 - 12.2018
Tufts University - BA, Sociology, Certificate in Peace and Justice Studies
Director of Development - Bay Farm Montessori Academy
Senior Development Officer - Children’s Hospital Trust, Boston’s Children’s Hospital
Manager of Institutional Giving - The Greater Boston Food Bank
Coordinator of Institutional Partnerships and Special Events - Museum of Science
Special Events Coordinator - Cystic Fibrosis Foundation
Boston University Graduate School of Management - MBA, Public and Non-Profit Management
Tufts University - Bachelor of Arts, Sociology
Tamar Schiess