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Summary
Data-driven philanthropy systems manager seeking a Manager, Donor Information Systems position at the Heartland Alliance serving as the in-house staff expert in the Raiser’s Edge donor database, who provides all HA staff with ongoing process improvement efforts, data generation and analysis, documentation, Raiser’s Edge training and improved data integrity.
Experience
05/2018 to CurrentManager, Donor SystemsAmherst H. Wilder Foundation | Saint Paul, MN,
Serves as lead on Raiser’s Edge (RE) database, including but not limited to the management of: constituent data entry and maintenance, data integrity, gift entry, and the production of charitable gift receipts. Successful database management, of over 25,000 constituent records, resulted in 95% cleaned records.
Manages the development of tools within database functions to support the moves management of donors and reporting efforts of Y-USA's fundraising team.
Manages donor pipelines with effective data systems for identification, cultivation, and solicitation; manage summary and analytical reports to monitor fundraising activity – advising and supporting on the creation and use of reports; manages the development and design of standard and custom reports.
Manages the creation and standardization/documentation of RE usage policies and procedures to ensure data integrity, ease of use, and accuracy of extracted data.
Manages the production of documents, including RE reports, and data-visualized presentations to report contributed revenue to organizational leadership utilizing Smartsheet, Microsoft Power BI, and Tableau.
Manages list production to support donor and prospective donor communication, including the design and deployment efficient data validation tactics for list accuracy.
Optimizes the use of the RE/NXT by staying current on upcoming enhancements to functionality and guiding staff in the appropriate use of the existing functionality.
Identifies new segments of the donor database and recommends and manages QA testing. Segments lists, coordinates logistics, and tracks results and metrics including retention and acquisition rates.
Manages online giving systems and interfaces and the back-end of peer-to-peer fundraising campaigns; optimize organizational responsive to unplanned and specialized campaigns, such as disaster relief response and memorial campaigns.
Administers and keep current all fundraising and gift acceptance policy documents including RE/NXT user’s manual and RE operations policy and procedures.
06/2016 to 05/2018Development CoordinatorAmherst H. Wilder Foundation | Saint Paul, MN,
Project lead for Raiser's Edge (RE) migration to RE/NXT
Managed the YMCA of the USA’s donor CRM, including, but not limited to, constituent data entry and maintenance, data analysis, maintaining data integrity, gift entry, and producing charitable gift receipts in a timely manner.
Collaborated with the management team to streamline and simplify processes, train staff, provide/maintain user information guides and best practices.
Made recommendations for technological solutions and business process changes that successfully improved efficiencies and provided greater revenue opportunities.
Designed, implemented and utilized workflows/process builder to automate donor recognition requests and online payments, which has resulted in faster service response to local YMCAs and fewer complaints.
Created fundraising reports using data visualization tools including RE/NXT reports, Microsoft Excel, Power BI, Smartsheet, and Tableau to report contributed revenue to organizational leadership and the board.
Worked alongside the Finance department to manage the monthly and year-end reconciliation process of all financial development revenue.
Oversaw the management of the grant agreement review process, including but not limited to: liaising with General Counsel, Finance and Strategic Sourcing; routing agreements for signature; and ensuring document retention policies and protocol are being followed.
06/2015 to 06/2016Development CoordinatorAmdocs | Seattle, WA,
Managed constituent and gift data entry, and analyzed data through the interface of the Raiser's Edge (RE) CRM.
Managed maintenance of records including data monitoring, cleaning, and enforcement of system practices.
Designed and delivered regular ad-hoc reports to various levels of management and staff.
Supported the development team in managing and executing fundraising campaigns and signature fundraising events.
Project manager for stewardship and partner recognition initiatives for the organization.
Created and designed the organization's quarterly newsletter using Adobe InDesign, and distributed the newsletter and various stewardship reports, using Constant Contact.
Conducted prospect research, giving history and wealth screen research, using key data sources including the internet, relational databases, and computer applications, including Research Point, and Foundation Center.
06/2014 to 06/2015Development SpecialistAmerican Diabetes Association | City, STATE,
Managed over 800 constituent records as the CRM database administrator, and generated weekly camp reports for leadership and medical staff.
Performed database tuning and performance monitoring.
Established proper and secure data management procedures for importing/exporting data between CRMs and external sources for the Diabetes Camp.
Maintained donor records, acknowledged donations, and prepared correspondence regarding the Association and its programs.
Managed community outreach initiatives, including: the annual Diabetes EXPO, Lunch ‘N Learns, and third-party fundraising through the use of social media platforms.
Recruited and managed a volunteer committee of 30 advocates and industry experts, while growing the number of trained individual volunteers for outreach events and workshops.
Identified and cultivated strong, sustainable relationships with key organizations and corporations that resulted in exceeding the Association's fundraising goal by 20%.
Researched and implemented innovative tools to exceed fundraising goals.
Developed a variety of outreach materials distributed to over 10,000 community members.
Education and Training
Expected in 06/2008Associate of Arts | Liberal Arts And SciencesCity Colleges of Chicago-Harold Washington College, Chicago, ILGPA:
Expected in 12/2010Bachelor of Arts | Urban and Public AffairsUniversity of Illinois At Chicago, Chicago, IL, GPA:
Urban Affairs Fellowship Recipient
Dean's List Honoree 1st Semester 2009
SUPA (Students of Urban and Public Affairs) Member
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School Attended
City Colleges of Chicago-Harold Washington College
