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Work Background
Team RubiconHead of Planned Giving & Legacy Programs
Jun. 2022California, United States
Team RubiconPlanned Giving Officer
Dec. 2019Greater Los Angeles Area
Network for GoodPersonal Fundraising Coach
Aug. 2019Greater Los Angeles Area
Animal Legal Defense FundPhilanthropy Manager - Western Region
Dec. 2016 - Nov. 2018Cultivated and maintained relationships with major and prospective donors. Developed solicitation strategies in collaboration with staff members and delivered consistent reports to board members and executives. Created moves management strategy, prospective donor engagement initiatives, and prospective donor identification guidelines. Crafted proposals, reports, general communications, and acknowledgements. Coordinated and directed stewardship and cultivation events, donor salons and annual galas. Designed pledge form and donor pledge letter templates, moves management process, and development department handbook. Manage a portfolio of 225 prospective and existing donors. Covered 13 states in Western Region of the US.
Increased Celebrity Outreach by 90% via the annual gala.
Increased major gift portfolio by 30% over two years.
Secured three six figure gifts within first six months of employ totaling $450,000.
Mercy For AnimalsMajor & Planned Gifts Officer
Jun. 2014 - Jul. 2015Greater Los Angeles AreaDesigned and launched solicitation, stewardship, marketing, and development strategies for a new development department. Wrote all program standards, guidelines, and gift acceptance policies. Solicited donations and gifts, cultivated relationships, and supervised and mentored a team of 5. Managed a portfolio of 250 prospective donors. Grew planned gifts by 80% with direct donor outreach initiatives. Increased gala income from $395K in 2014 to $1.2M in 2015. Grew program income from annual giving base of $2.9M to $5.2M.
Barlow Respiratory HospitalInterim Chief Development Officer
Jul. 2013 - Mar. 2014Los AngelesActed as interim chief development officer during the organization's transition to merge foundation with the hospital, directed daily operations, managed a portfolio of high-net-worth individuals and closing six and seven-figure gifts, and 5 staff for nonprofit valuing $2M annually; oversaw Board of Directors in cultivation and solicitation of capital campaign gifts. Secured $3M in capital campaign gifts.
Managed $1.1M in planned gifts annually.
Managed direct marketing program valuing $900K.
Produced 100th Anniversary gala raising $300K.
St. Jude's Ranch for ChildrenInterim CDO-Nevada/Texas Region
Aug. 2011 - Apr. 2013Boulder City, NevadaServed as interim chief development officer for foster youth program ages newborn to 22 years of age, while organization divided Nevada and Texas into separate 501(c) 3 organizations; supervised a team of 17 in Nevada on 42 acres and 12 in Texas on 30 acres, created development and marketing strategies, and drafted budget and program reports, oversaw annual Christmas event, and designed various programs to support youth and garner donations.
Maintained 2 department budgets valuing $7.5M in Nevada and $3.1M in Texas.
SAG-AFTRA FoundationFundraising Consultant
Jul. 2010 - Sep. 2011Greater Los Angeles AreaConsulted foundation during merger between AFTRA and SAG foundations. Raised $250K at annual gala and $125K at annual golf tournament.
Temple AliyahDirector Of Development
Dec. 2008 - Nov. 2010Woodland Hills, CAServed as development director and capital campaign consultant; established brand new development department with focus on membership and special gifts; created and launched strategies for solicitation, marketing, and planned giving; drafted gift acceptance policies and purpose and use statement; provided board members and leadership with budget and giving reports; completed feasibility study for capital campaign to restructure campus and sanctuary. Raised $1.7M of the projected $5.7M capital campaign.
Providence Health Systems, Saint Joseph and Holy Cross Medical CentersSenior Director, Planned Giving Programs
Oct. 2006 - Dec. 2008BurbankDeveloped and implemented solicitation, marketing materials, and monitoring systems for the planned giving and major gift program. Identified and solicited new donors for two separate capital campaigns. Established gift acceptance policies, program standards and guidelines.
Managed a major gift staff of 5 and planned gift staff of 3.
Managed program with annual base of $6M.
Managed two capital campaigns of $11M for cancer center and $4M for stroke center.
American Red CrossPlanned Giving Consultant
Nov. 2003 - Oct. 2005Pasadena, CAReviewed established gift acceptance policies, program standards and guidelines and revised where necessary.
Developed and implemented solicitation and monitoring systems for planned giving. Established new planned giving program with an annual base of $2M. Increased annual base by 20%.
Assisted team members to manage deployment of volunteers for Hurricane Katrina.
Slender Lady Lifestyle Fitness StudioOwner
Mar. 2003 - Mar. 2005Woodland Hills, CaWe offer a 30-minute fitness program of strength training, cardio and stretching along with a complete nutritional program, meal planning and one-one-on coaching.
Wayfinder Family Services (formerly Junior Blind of America) Planned Gift Director
Oct. 1998 - Oct. 2006Greater Los Angeles AreaDeveloped and implemented solicitation, marketing materials, and monitoring systems for a new planned giving program. Cultivated and solicited planned gifts – managed approximately 200+ probate files per year. Reviewed and established gift acceptance policies, program standards and guidelines. Developed and managed department metrics through monthly/quarterly/annual program and budget reports.
Increased program revenue from $1.4M to $4.7M annually.
Secured gift annuity license in six months.
YWCA Greater Los AngelesChief Development Officer
Dec. 1997 - Nov. 2002Greater Los Angeles AreaProvided a complete program audit of the current development and marketing department and developed a plan which included hiring a new development team of 5 and recruiting a volunteer committee of 25. Developed and implemented solicitation, marketing, and gift/donor monitoring systems for a newly established department. Recruited, trained and motivated key volunteers, staff and senior management to identify, cultivate and solicit gifts. Developed and implemented a complete messaging/advertising campaign for community awareness. Established Brand awareness campaign sponsored by Tiffany & Co.
Secured Maya Angelou to speak at annual dinner pro bono.
Managed a department with an annual base of $800,000, increased to $2.4M.
The Music CenterDirector Corporate Development, Walt Disney Concert Hall
Jan. 1997 - Dec. 1999Los Angeles, CAPlanned, organized and coordinated annual and special project funding of the Music Center Unified Fund Campaign. Recruited, trained and motivated volunteer committee: campaign chair, 4 corporate chairs, 24 Industry Chairs, and 30 team members. Secured the initial four $25M donations to the capital campaign.
Managed $2.5M of corporate gifts annually.
United Way of Greater Los AngelesPlanned Gift Director/Campaign Associate
Feb. 1993 - Jun. 1997Greater Los Angeles AreaPlanned Giving Program Manager, 1996-1997 Developed and implemented all facets of a new planned giving program. Established gift acceptance policies, program standards and guidelines. Organized 25 estate and financial planning seminars.
Secured United Way’s first ever $1M estate gift.
Senior Leadership Giving Specialist, 1995-1996 Developed and implemented standards and guidelines for major gifts program (Leadership Circles - individual and workplace gifts between $1,000 - 10,000). Recruited, trained and motivated 2 campaign chairs, 10 committee members, 40 employee coordinators and 60 campaign staff members.
Managed $4.2M major gift segment.
Increased membership by 20%, resulting in $870,000 in new dollars in the first year of the program.
Campaign Associate II, 1994-1995
Directed fund raising efforts for $1.7 million community campaign, increased participation by 35%. Raised $180,000 new dollars, a 5% increase over previous campaign. Recovered $81,500 in lapsed corporate donations. Recruited, trained and motivated 200+ employee campaign volunteers, 6 cabinet members 12 loaned executives, and managed United Way Member Agency campaign of 260 agencies.
Loaned Executive, 1993-1994 Increased new corporate accounts in the Retail, Food & Drug Division by 33%. Increased regional annual individual giving by 50% over previous year (330 existing members). Coordinated one day special event to benefit the Earth Quake Relief Fund raising over $100,000.
HENDERSON/HOGAN, TRIAD ARTISTS, FBI INTERNATIONALTalent Agent
Dec. 1985 - Nov. 1991Beverly Hills, CAWorking with Personal Managers and Casting Directors to secure roles for clients such as Scott Bakula, Courtney Cox, Robert Downey Jr., Anne Ramsey, Gerald Mcraney, Sting, Flea, Marina Sirtis, Kenneth McMillan and more.....
Harris Nonprofit ConsultingPresident
Jan. 1985Greater Los Angeles Area / Las VegasProvide consulting services for 501 (c) 3 nonprofit organizations of an operating budget of $1.5 million or more. Services include: nonprofit business management, strategic planning, board development, staff development, all fundraising methods such as direct mail, annual giving, managing a portfolio of high-net-worth individuals and closing six and seven-figure gifts, planned giving, corporate, foundation, & government grants, endowment funds and capital campaigns.
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