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Work Background
The American College of Financial ServicesAdjunct Faculty- Chartered Advisor in Philanthropy® (CAP®) Program
Oct. 2024Nashville, Tennessee, United StatesOnline instructor teaching two of three courses needed for the Chartered Advisor in Philanthropy (CAP) designation: Charitable Giving Strategies and Gift Planning in a Nonprofit Context. First course section starts in April 2025. GS 849: Charitable Giving Strategies GS 849 focuses on explaining and placing the most common charitable strategies—both one by one and within an overall plan—to achieve donor goals for self, family, and community. By the end of this course, you will be able to:
• Explain the features and benefits of each individual charitable tool.
• Compare and contrast the tools in the light of a donor or client’s overall legacy plan for self, family, and society.
• Identify reasons advisors and fundraisers often collide, and the ways we may work more effectively together. GS 859: Gift Planning in a Nonprofit Context GS 859 focuses on what nonprofits call “gift planning.” The course is designed to help board leaders, advisors, and nonprofits collaborate to create, count, and steward significant gifts. By the end of this course, you will be able to:
• Identify the roles of the three sectors, how those roles are changing, and how the nonprofit sector is funded.
• Discuss the role of the nonprofit board and how fundraising is structured and managed.
• Discuss how planned, major, and blended gifts are raised, invested and stewarded.
• Discuss the rise of “the social economy” and impact investing.
• Discuss what high capacity donors want.
• See how “personalized” or “donor-focused planning” complements the value-based planning that is taught in the other CAP® courses.
• Discuss the ethics and ideals of gift planning as an emerging profession
Association of Fundraising Professionals (AFP Global)Podcast Co-Host
Jul. 2024Nashville, TennesseeThe AFP Emerging Leaders Committee has been talking about how a podcast would be a great free resource for emerging leaders (defined as those who have been in the profession ten years or less). We know early career professionals can’t always afford to attend large conferences like AFP LEAD or ICON, so the more cost-effective learning opportunities we can provide, the better, especially if that opportunity is a quick 15-20 minutes you could easily fit into your busy schedule like on the way to a donor meeting. We will release a new episode on the third Thursday of every month.
Morgridge Family FoundationMAP Fellow
Oct. 2021 - Mar. 2022Nashville, Tennessee, United StatesThe Morgridge Acceleration Program (MAP) Fellowship matches nonprofit executives, called MAP Mentors, with emerging leaders, called MAP Fellows, looking to create a positive impact while developing professional skill sets and networks. Through the program, MAP Fellows collaborate with peers and industry leaders to challenge the status quo, foster new and meaningful connections, and spark the sustainable change needed to achieve a profound and lasting impact. While driving impact for nonprofit organizations, MAP Fellows gain elite mentorship, executive coaching, networking opportunities, travel, and access into a tight-knit group of peers. This year, Forbes called the MAP Fellowship “a powerful opportunity for collaboration and innovative thinking.” Design a fundraising strategy for Colorado State University (CSU) Spur, opening in Denver this January, that builds on existing work with their campuses, creates clear processes and policies, and identifies potential funding sources for their various public-facing outreach and educational programs. The fundraising plan will create long-term strategies and structure, will help align development efforts across all three CSU campuses (CSU, CSU Pueblo, and CSU Global) to maximize efficiency, will put transparent policies and procedures in place, and will leverage this once-in-a-lifetime opportunity to engage with donors for the Spur campus. Funding will ultimately support programs designed to engage young people in topics and careers in STEM and the arts, and inspire Spur visitors to apply their talents to global challenges in food, water, health, and sustainability.
ENP (Empowering Neighborhood Partnerships)Executive Director
Apr. 2021Nashville, Tennessee, United StatesThe mission of ENP is to work for justice and equality with our neighbors through building relationships, community action, service, and empowerment. ENP's motto is 'Neighbors doing what Neighbors do,' helping each other to strengthen our community. We seek innovative approaches to education, community co-ops, and affordable housing to build a more vital community in which to live, work and play. To that end, ENP manages three programs: (1) The Spot, an after-school program for 5th - 12th-grade students, supporting them to become their best selves; (2) the FreeStore, a community cooperative where neighbors share a meal and "shop" for household, personal, and cleaning items not eligible for Food Stamps; (3) ENP engages in community action by supporting resident tenants to self-advocate for affordable housing and as a lead member of the Edgehill Coalition, addressing development, gentrification, transportation, and safety issues. ENP is also the sub-zone captain of MDHA's Nashville Promise Zone project. Three principles guide ENP: (1) As a neighbor, ENP seeks to address the concerns identified by community stakeholders: residents in public housing, in single-family homes, and the business community. (2) ENP partners with others already engaged in effective programs. Current partners include West End United Methodist Church, Belmont United Methodist Church, Open Table, the Nashville Food Project, Oasis Center, NOAH, Belmont University, and Vanderbilt University. (3) ENP is volunteer-driven: this is how we build relationships, understand needs and work to improve our community.
Nashville Community EducationInstructor
Oct. 2019 - May. 2020Greater Nashville Area, TNTaught the following courses until NCE's dissolution due to the COVID-19 crisis: Salary Negotiation: Closing the Wage Gap
Fundraising Essentials
Grant Writing Basics
Emotional Intelligence
Understanding Your Leadership Style
Creating Equitable and Inclusive Workplaces
Amqui Station and Visitor's Center-Discover MadisonExecutive Director
Sep. 2019 - May. 2024Madison, Tennessee, United StatesDiscover Madison, Inc.- Amqui Station and Visitors Center is a unique and historic resource, not only for Madison, but for the greater Nashville-Davidson County area. We seek to educate, entertain, and inspire museum visitors and work to establish Amqui Station as a destination for visitors from the Madison community, Middle Tennessee, and beyond. We are fortunate to say that former Nashville Mayor Karl Dean, former Senator Joe Haynes, Representatives Gary Moore and Mike Turner, the Metro Council, TDOT, Metro Public Works, and many Madison community citizens supported our endeavors from the beginning. In 2013, DMI - Amqui Station and Visitors Center was awarded an Honorable Mention in the Metro Historical Commission's 2013 Preservation Awards, and in 2016, the Tennessee Association of Museums presented DMI with an award of excellence for the World War II educational program. In pursuit of the mission and vision we aspire to reach, Discover Madison focuses its energies and resources on strengthening its financial sustainability, increasing community engagement, expanding programs, and building public awareness.
TEDXTEDx Organizer
Jun. 2019 - Apr. 2022Nashville, Tennessee, United StatesA TEDx event is a local gathering where live TED-like talks and performances are shared with the community. TEDx events are fully planned and coordinated independently, on a community-by-community basis. The content and design of each TEDx event is unique and developed independently, but all of them have features in common. Hold the licenses for TEDxLenoxVillage, TEDxYouth@LenoxVillage, TEDxLenoxVillageWomen, TEDxLenoxVillageCountdown, and TEDxLenoxVillageStudio
Jordan Thomas FoundationExecutive Director
Mar. 2019 - Jun. 2020Nashville, Tennessee, United StatesBe the public face and voice for the foundation, answering all calls and fulfilling needed requests for information, appearances, invoices for recipients, etc. Provide vision and leadership in support of and articulation of the JTF mission, including web content oversight, correspondence with publications, TV, and other requests such as book publishers.
Present recipient applications, financial needs, and other requests to the board. Provide front-office support, mail, check and cash processing, gift processing, thank you acknowledgements, accounts payable, coordinate with accounting firm for check creation, matching gift coordination, etc. Handle all gift processing functions, from deposits, to entry into the donor system, to thank you notes and follow-up with donors. Manage and drive the donor system, producing donor reports as necessary.
Tennessee Intercollegiate State Legislature (TISL) FoundationExecutive Director
Dec. 2017 - Aug. 2018Greater Nashville Area, TNWorked with existing outside accountants to process vendor payments and revenues
Managed and grew TISL's profile of events
Worked with the Program Director and the student leaders to plan the four-day General Assembly each November
Helped with logistics and planning of the regional workshops prior to the General Assembly
Maintained existing relationships with vendors
Ensured regulatory compliance (state and federal)
Provided board support, including all meeting preparations, logistics, and informational materials
Spearheaded fundraising efforts by maintaining relationships with existing donors and establishing relationships with new donors
NeedLink NashvilleCommunity Investment Manager
Jul. 2017 - Jan. 2018Greater Nashville Area, TNThe Community Investment Manager inspires businesses and individuals to provide financial support for NeedLink Nashville’s mission to share resources and emergency financial assistance with our neighbors in need. Key Responsibilities: Lead the organization’s fundraising and donor development efforts in support of the goals and objectives outlined in NeedLink’s strategic plan. Create a fundraising plan that guides the organization’s efforts to raise and grow the unrestricted portion of the agency budget, which is currently around $200,000. Identify annual gift donors with additional giving capacity, and assist them in increasing their gift. Engage influential individuals and businesses in NeedLink’s mission, educate them about the organization’s important work in the community, and develop opportunities for their financial support. Ensure that Rudolph’s Red Nose Run meets its annual sponsorship goals. Develop fundraising programs that engage religious communities, schools, universities, civic organizations and other community groups in supporting NeedLink and its mission. Solicit in-kind donations for the emergency assistance and holiday food delivery programs, as well asf undraising events. Manage NeedLink’s Little Green Light donor database, donor acknowledgement and direct mail processes.
Amputee Blade RunnersExecutive Director
Dec. 2016 - Apr. 2017Greater Nashville Area, TNPlanned and organized key fundraising events and appeals
Served as the primary point-of-contact for new applicants and the broader amputee community
Led collaborations with appropriate community agencies and sponsors
Maintained compliance with Federal and State standards to maintain 501(c)3 status
Coordinated public relations and social media efforts to increase public awareness of ABR
Recruited and maintained relationships with volunteers
Managed day-to-day fiscal operations and worked in coordination with the Treasurer to submit
monthly financial reports to the Board
Worked with the Board of Directors to develop and monitor the agency’s annual budget
AQP ConsultingSpeaker, Facilitator & Educator
Aug. 2016Topics:
Driving Brand Loyalty in Millennials
Ending the Motherhood Penalty
Combatting Structural Racism to Mitigate COVID-19 Health Disparities
Building a Leadership Pipeline
Planning Your Grants Strategy
Grant Writing Basics
Fundraising Basics
Understanding Your Leadership Style
Closing the Wage Gap: Negotiating Your Salary
The Stigma of Mental Illness on Social Media
The Effects of Nutrition on the Onset and Progression of Mental Illness Robert's Rules of Order Basics
Fundraising During a Crisis: Successes and Lessons Learned
Graduate School for the Nonprofit Professional
Having it All and Doing it All: Balancing Being a Parent and Professional
Solving the Childcare Crisis in the Nonprofit Sector
Establish Mutual Respect & Safety for Optimum Conflict Resolution
Managing Intergenerational Teams
Leveraging Strategic Alliances for Optimum Financial Management
The Remote Rationale: How Your Nonprofit Can Be Successful in a Remote World
Leveraging Executive Presence to Overcome Imposter Syndrome
Overcoming Imposter Syndrome
Understanding Unconscious Bias
Implementing an Equity Framework
Recruiting, Retaining, and Engaging Young Professionals
The Journey to Anti-Racism Conferences:
Keynote Speaker at Opportunity Now Conference 2020
Panel Speaker at AFP ICON 2021
Panel Speaker at AFP ICON 2022
Panel Speaker at AFP ICON 2023
Panel Speaker at AFP Women's Impact Initiative 2019
Panel Speaker at AFP LEAD 2019
Session Speaker at AFP LEAD 2021
Session Speaker at AFP LEAD 2022
Track Curator/Speaker for Volunteer Delaware 2020 Conference
Session Speaker at YNPN 2021
Session Speaker at YNPN 2022
Session Speaker at Elevate 2020
Session Speaker at Elevate 2021
Session Speaker at Elevate 2022
Session Speaker at Elevate 2023
The Transit Alliance of Middle TennesseeAssociate Director of Programs and Development
Jul. 2016 - Jul. 2017Greater Nashville Area, TNThe Associate Director of Programs and Development is an important position that works closely with the Executive Director in developing, implementing, and managing a wide range of projects around the initiatives of the Transit Alliance. This position provides support for the organization and is an important contact for the Board of Directors, volunteers, vendors, and donors. This position has responsibility for planning and implementing the Transit Citizen Leadership Academy and the Transit Government Leaders Conference, signature initiatives of the Transit Alliance. ESSENTIAL JOB RESPONSIBILITIES Transit Citizen Leadership Academy
Plan and implement the 7 session educational program that equips civic leaders with the tools to lead conversations about the value of regional transit improvement; includes planning of curriculum, recruitment of participants, secure and prepare speakers, secure event logistics, etc.
Responsible for all TCLA related needs including but not limited to, programmatic agenda and materials, communication with participants and speakers from local, state, and federal offices; Audio/visual photographic and catering needs.
Provides contract negotiation and review for vendors.
Initiates and implements alumni engagement opportunities. Transit Government Leaders Conference
Plan and implement this 3 hour conference that equips elected and appointed leaders with the knowledge about the value of regional transit improvement; includes planning of curriculum, Recruitment of participants, secure and prepare speakers, secure event logistics, etc.
Responsible for all TGLC related needs including but not limited to, programmatic agenda and materials, communication with participants and speakers from local, state, and federal offices
Vanderbilt UniversityCommunity Outreach Worker- C.A.S.T.L.E.S.
Jan. 2016 - Mar. 2016Greater Nashville Area, TNCooperate with an assigned community partner to coordinate a monthly community
kitchen
Conduct routine program evaluation and assess outcomes for continual improvement
Design enrichment activities for children and families to engage in obesity prevention
and management, academic improvement, and/or character education
Vanderbilt UniversityNext Steps Career Coach
Nov. 2015 - Mar. 2016Greater Nashville Area, TNWork alongside Next Steps students at their internship sites to help them learn their
required job tasks at their internship sites
Maintain communication between the student, internship supervisor, and Next Steps
coordinator
Close the Loop Founder & CEO
Sep. 2015 - Dec. 2019Greater Nashville Area, TNThe Close the Loop College Cup was the nation's largest college textile recycling program, powered by DoSomething.org and H&M. 11.1 million tons of recyclable fabric and textiles end up in landfills every year, even though the vast majority of this can be recycled. In September 2015, a team of Vanderbilt students, led by Project Manager, Allison Plattsmier, collected 21,118 pieces of clothing for the Close the Loop College Cup. Since then, Allison has continued the project, growing it organically through community partnerships and has even attracted the attention of national partners to expand the program in the Nashville community.
Vanderbilt UniversityGraduate Research Assistant
Sep. 2015 - Mar. 2016Greater Nashville Area, TNImplement and evaluate a nutrition education and culinary skills program targeting youth
ages 10-14 in afterschool settings
Develop grant proposal for future funding
Assist with composition of program report
Village Virtual LLCCurriculum Development Assistant
Mar. 2015 - Oct. 2015Chattanooga, Tennessee AreaTransfer content between learning management systems
Create diagnostic assessments and final examinations within a new learning management system
Balance company ledger through the Summer 2015 term
Assist with student enrollments for the Summer 2015 term
Update student ledgers with Summer 2015 registration and enrollment fees and payments.
The University of Tennessee at ChattanoogaPeer Mentor Leader- First Year Experience Program
Aug. 2014 - May. 2015Chattanooga, Tennessee AreaAttend weekly First Year Experience course
Organize extracurricular activities for students
Participate in weekly round table for larger group outings
Serve as a resource for students to help transition to college life
University of Tennessee at ChattanoogaDIGITAL Apprentice
Aug. 2014 - Apr. 2015Chattanooga, Tennessee AreaThe DIGITAL (Developing Innovative Graduates IT Apprentice Leadership) program is a one-year experience designed to give students practical, hands-on leadership training in an IT environment. Rotate through various IT departments (Networking, Classroom Technology, and Geographic Information Systems)
Create proposal of possible networking options for new residence hall
Participate in professional development conferences
Completed EduCause digital badging course
Prepared proposal for implementation of a digital badging program at UTC
Made suggestions for redesign of the GIS portal
Created and distributed survey to students for improvements of available classroom technology
University of Tennessee at ChattanoogaExperiential Learning Assistant
Aug. 2014 - Apr. 2015Chattanooga, Tennessee AreaAttend Beyond the Classroom events
Collect and analyze responses
Develop strategies to increase participation in the program
Serve on the Experiential Learning Task Force and Student Advisory Board
The University of Tennessee at ChattanoogaTutor- Student Athlete Support Services
Jan. 2014 - Jan. 2015Chattanooga, Tennessee AreaTutor student athletes in a variety of courses
Assist with preparation for midterm and final exams
The University of Tennessee at ChattanoogaCampus Activities Board- Diversity and Awareness Chair
Apr. 2013 - Apr. 2014Chattanooga, Tennessee AreaAssisted in the program planning of events focused on educational content and/or support for charity organizations for UTC students
AQP ConsultingFounder & CEO
Aug. 2010Greater Nashville Area, TNI am an Advanced Certified Nonprofit Professional, Certified Fund Raising Executive, and Certified Grant Professional with a wealth of experience in the nonprofit sector. I have developed a wide range of competencies. I am also a Notary Public/Notary Signing Agent, which I can provide to clients. I have provided consulting services in the following areas: Grant Writing and Management
Annual Campaigns
Capital Campaigns
Special Event Planning, Logistics, and Sponsorship Recruitment
Budgeting/Financial Management/Accounting
Board Development
Strategic Planning
Program Development and Management
Regulatory Compliance
Research & Data Entry
Human Resources Management
Policy Proposals
Social Media Marketing
Website Content Management Current clients:
Community Shares- Campaign Management (Jun 2020- )
Effing Foundation- Interim Director (November 2023- )
Assistance League of Nashville- Grant Writing Consultant (March 2024- )
TN Presenters- Interim Director (May 2024- present)
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