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Work Background
AdventHealth West FloridaExecutive Director, Philanthropy Services and Operations
Nov. 2022Tampa, Florida, United States
AdventHealthDirector of Donor Relations and Annual Giving
Apr. 2020 - Nov. 2022Tampa, Florida, United States
Florida Atlantic UniversityDirector of Annual Giving and Membership
Aug. 2018 - Apr. 2020Boca Raton, Florida• Designed and implemented an annual giving program devised to strategically engage alumni and friends and grow alumni participation and giving
Ruffalo Noel LevitzVice President and Consultant
Jul. 2014 - Jul. 2018Ruffalo Noel Levitz• Managed day to day activity, strategy and reporting for assigned portfolio of current clients
• Worked with a variety of higher education, healthcare and nonprofit clients on annual giving strategies, integrated multichannel campaigns, annual giving best practices and more
Some of the clients worked with include Allina Health, Kansas State University, Louisiana State University, Miami University of Ohio, University of Chicago, University of Georgia, University of Massachusetts Boston, University of Miami, University of Texas at Austin and Washington University in St. Louis
Augusta UniversitySenior Director of Annual Giving
Jan. 2014 - Jun. 2014Augusta, GA• Created strategies for annual giving program including cultivation, solicitation, retention, and upgrading of donors and annually increasing the annual giving revenue
• Developed, implemented and monitored annual giving solicitations including direct mail, annual campaign, telemarketing, alumni giving programs, reunion giving, special events, corporate and foundation giving and leadership annual gifts
• Lead the effort to bridge annual giving and major gifts with a focus on annual gifts under $25,000. • Developed and implemented process for referring planned giving and major gift prospects to AVP of Major Gifts at the appropriate stage of the cultivation cycle
Augusta UniversityAssociate Vice President for Advancement Programs
Apr. 2012 - Dec. 2013Augusta, Georgia Area• Managed both the annual giving and advancement services teams throughout the consolidation of Augusta State University and Georgia Health Sciences University
• Developed and implemented plans for the consolidation of two university databases and financial systems
• Developed and implemented the annual plan for effective departmental operations
• Set strategic goals, monitored performance and evaluated results to ensure division goals were met and in line with the enterprise’s overall vision
• Provided leadership, direction and goals and measurements to the operations functions including prospect research, database management, gift processing, reporting, etc.
• Provided leadership, direction and goals and measurements to the annual giving team including alumni fundraising, grateful patient fundraising, direct mail, phone, special events, Children’s Miracle Network and more that increased fundraising by 50% in one year
Augusta UniversityDirector of Advancement Services
Aug. 2011 - Apr. 2012Augusta, Georgia Area• Supervised and managed the data management and reporting functions of Advancement department
• Managed data standards, system rules, business processes and policies and procedures for the database system
• Provided a responsive and supportive service unit to the department and other enterprise stakeholders
• Ensured effective prospect research to support the expectations of an aggressive development program
• Worked closely with Finance to ensure best practices in gift administration, recording, disbursement management, accounting and more
• Implemented best practices in gift administration to conform with donor and foundation expectations and comply with all applicable audit, accounting and regulatory standards
• Directed the administration of the online giving and alumni/donor self-service portals
• Evaluated gift acknowledgement process and established protocols for gift acceptance, receiving, receipting, pledges, pledge reminders and all aspects in support of fundraising
• Managed Project Unite to consolidate the hospital and university advancement databases, transition to new financial management software and create a new online presence for the department.
UF HealthDirector of Campaigns & Annual Support
Jul. 2008 - Aug. 2011Gainesville, FL• Designed and implemented integrated direct mail program for health system with five solicitation mailings, two stewardship mailings per year and integrated calendar.
• Member of the team to complete $55 million capital campaign for Shands Cancer Hospital at the University of Florida. Managed community and state campaigns for gifts under $25,000.
• Developed an acquisition program to identify prospects and build a pipeline for major gifts including identification, research and moves management. • Developed and implemented a grateful patient program for UF& Shands.
• Redesigned and updated donor clubs, policies and procedures, benefits and recognition.
• Planned and implemented employee campaigns for two academic medical centers raising $2.5 million in four years.
• Designed and implemented the opening gala at the Shands Cancer Hospital at the University of Florida for donors of $25,000 and above.
• Worked as annual giving development expert to auxiliary facilities and programs such as nursing, ElderCare of Alachua County, UF Shands Cancer Center and UF Proton Therapy Institute.
UF HealthManager of Annual Giving
Oct. 2007 - Jul. 2008• Managed annual giving programs for Shands Jacksonville including direct mail, grateful patients and commemorative giving.
• Served as a liaison between the University of Florida Foundation and Shands HealthCare to strengthen the relationship and coordinate development efforts.
• Coordinated volunteer event committees of local business people, staff members, administrators and others.
• Managed operations, gift processing and acknowledgements for office.
• Organized stewardship efforts including a variety of dinners, special events and experiences to thank, cultivate and steward existing donors, grateful patients and engage potential donors.
• Utilized varied events to identify potential new donors and build a donor database for future development efforts.
o Developed new black tie gala event to benefit the TraumaOne program at Shands Jacksonville.
o Produced multiple golf tournaments in Jacksonville and Gainesville.
o Managed Art & Winefest benefiting NICU at Shands Jacksonville.
UF HealthManager of Special Events
Jul. 2005 - Aug. 2007• Managed planning, implementation and coordination or all Shands HealthCare events.
• Coordinated volunteer event committees of local business people, staff members, administrators and others.
• Managed event budgets to maximize net revenue.
• Developed third party development policies and procedures for the hospital system in conjunction with privacy and legal departments.
• Managed gift processing and acknowledgements for all special events and gifts.
• Utilized varied events to identify potential new donors and build a donor database for future development efforts.
o Created from concept to execution a major country music concert event to benefit Shands Children’s Hospital with over 7,500 attendees and 300 volunteers.
o Produced multiple golf tournaments in Jacksonville and Gainesville.
o Managed Art & Winefest benefiting NICU at Shands Jacksonville.
National Kidney Foundation of MarylandDirector of Development
Oct. 1998 - Jun. 2005• Developed and implemented comprehensive development program for staff, patients, families, medical professionals, friends and corporations.
• Solicited and acquired corporate and community support for special events and foundation programs.
• Managed the National Kidney Foundation of Maryland Annual Direct Mail Campaign targeted to past, current and prospective donors.
Towson Town CenterMarketing Assistant
Jun. 1995 - Oct. 1998
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