Experienced and enthusiastic Consultant with track record of success across wide range of industries. Possesses exceptional interpersonal, problem-solving and analytical skills to provide advice and expertise to client organizations improving digital fundraising initiatives. Experienced in oversight and execution of both Giving Day and Crowfunding projects.
Overview
12
12
years of professional experience
Work History
Client Solutions Consultant
Scalefunder | Ruffalo Noel Levitz
01.2024 - Current
Provided exceptional support to a portfolio of 60+ clients in higher education, healthcare, and various nonprofit organizations
Work directly to onboard new clients and provide training resources to better and power the use of the platform
Provide support for giving day and crowd funding campaigns
Conduct strategy sessions about overall giving day marketing, the use of ambassadors as well as as the importance of matches and challenges for a 24 hour giving event
Collect and provide client feedback to both the product and development team
Troubleshoot in a platform related issues directly with clients
Provide assistance setting up integrations with both CRM and payment providers
Associate Vice President of Annual Giving
GOBEL Group
09.2023 - 07.2024
This was a contract position to assist with content creation and overall fundraising strategy for healthcare organizations
Develop and implement new strategies to establish long-term sustainable fundraising practices
Hold a portfolio of ten high level health care clients and work to manage their day to day operations with regard to annual fund and mid-level giving programs
Provide best practice content writing for clients
Provide best practice digital fundraising strategies
Develop workflows with clients with regard to time management and campaign planning
Provide budgetary planning and assistance to clients
Help create multi-channel fundraising plans based around strategic analytical data
Provide updates to leadership and board members weekly regarding fundraising success
Director Of Annual Giving (Temporary Position)
Missouri S&T
01.2023 - 09.2023
Rebuilding Annual Giving Program after three year hiatus of annual investment funds
Worked to incorporate new Phonathon strategies, closing out the year at $600,000
Incorporated new digital giving strategies by partnering with GiveCampus
Sought and identified prospective donors and assessed levels of comfort with donation amounts.
Established benchmark targets for fundraising based on institutional needs.
Established advantageous connections with stakeholders and donors and managed correspondence.
Utilized diverse media sources to support fundraising operations.
Offered regular updates regarding annual giving program for administrators, staff and boards.
Client Solutions Consultant
Ruffalo Noel Levitz
02.2020 - 01.2023
Managed a portfolio of 40+ partners
Provided fundraising and strategy sessions for higher education, healthcare, and local nonprofit clients
Provided best practice recommendations based off data analysis
Assisted in planning and implementation of Crowdfunding, Giving Days and Giving Tuesday campaigns
Recommended specific fundraising products and strategies to customers based on unique technical requirements
Provided exceptional onboarding and training experience for clients
Worked closely with senior fundraising leadership to complete projects and solve complex issues on strict schedules and budgets
Conducted product feedback calls with clients to assess satisfaction
Assisted in prioritization of client feedback and product enhancements
Provided HTML/CSS support to clients to match specific branding requirements
Director of Annual Giving
Missouri S&T
01.2013 - 02.2020
Managed multi-channel annual giving program
Provided data analysis to leadership team and made recommendations for prospect outreach
Developed and implemented Student Development Officer Program
Secured gifts ranging from $50 - $10,000 from portfolio prospects
Managed a portfolio of 150 leadership giving prospects
Established advantageous connections with stakeholders and donors and managed all correspondence
Collaborated with communications teams to design promotional materials to assist in fundraising
Maintained confidentiality and discretion when communicating with potential donors
Established benchmark targets for fundraising based on institutional need
Managed staff of two Annual Gift Officers and 30 Student Workers
Education
Master of Science - Organizational Management and Leadership
Webster University
St. Louis
12.2013
Bachelor of Science - Public Policy Administration
University of Missouri
St. Louis
08.2011
Skills
Donor Stewardship planning and execution
Critical thinking
Project Management Experience
One-on-One Solicitation
Fundraising Strategy Planning
Data Analysis
CSS/HTML Experience
Creating and Managing Digital Fundraising content
Organization and Time management
Strategic Fundraising
CRM Software Management
Timeline
Client Solutions Consultant
Scalefunder | Ruffalo Noel Levitz
01.2024 - Current
Associate Vice President of Annual Giving
GOBEL Group
09.2023 - 07.2024
Director Of Annual Giving (Temporary Position)
Missouri S&T
01.2023 - 09.2023
Client Solutions Consultant
Ruffalo Noel Levitz
02.2020 - 01.2023
Director of Annual Giving
Missouri S&T
01.2013 - 02.2020
Bachelor of Science - Public Policy Administration
University of Missouri
Master of Science - Organizational Management and Leadership
Webster University
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