A strong team player who is quick to learn and who develops and nurtures relationships. An administrator who focuses on the management of detail and who meets corporate and departmental goals through the use of persuasive and promotional skills. Experience in the retail, restaurant, hospitality and entertainment industries has provided a variety of management and operational perspectives.
Cedars-Sinai Medical CenterLos Angeles, CAParalegal
Planned Giving Assisted the Associate Director of Gift Planning in the closing of $47M in major gifts; including one of the largest major gifts in institutions history ($20M), as well as, 5 endowed academic chairs; top-grossing fundraiser for recent five-year $350M endowment campaign; $13M in planned gifts closed to date.
Coordinated with outside counsel to monitor/track status of 40—60 annual estate pledges and bequests, with a total estimated value of $500K.
Coordinated and planned 6 annual and year-end mailings.
Established 150 new donor accounts annually.
Assisted with the rebuilding and transformation of the planned giving program by combining major gifts best practices with innovative cultivation strategies that emphasize both retail and wholesale donor touches; also by building collaborative relationships with major gift officers to close combined current/planned gifts.
Developed and managed an annual $700k program budget.
Initiated and coordinated the selection of a new investment manager.
Guided the gift processing and finance departments in the resolution of up to 30 troublesome and disputed issues annually.
Performed legal and factual research and analysis relating to all aspects of planned giving, tracking estate pledges and trust annuity payments, resulting in consistent up-to-date and detailed accounting.
Initiated and/or responded to 30 monthly inquiries and correspondence about charitable gifts and structures, which included considerable donor communication.
Assisted with the drafting of 40 draft pledge agreements and 5 endowed chair agreements, resulting in an expedited quick turnaround time.
Coordinated the annual filing of the CA Department of Insurance Segregated Annuities tax return and donor tax filings, resulting in no mistakes in seven consecutive years.
Contributed to the design and execution of the first planned giving survey (10k recipients) to identify new prospects; also in a timely process refined other prospect profiles and marketing strategies.
Assisted with a managed re-branding project of the Planned Giving Program; including management of the donor recognition society, collateral materials and program website.
Sales and Administration Provided Western territory Account Executive and sales staff of 6 with administrative support at an organization with $100— $500 million annual revenues.
Planned and negotiated 4—5 annual product launches, which resulted in over $20 million annual territory revenues.
Assisted in the recruiting, hiring and motivating of 10 freelance consultants, sales personnel and freelance artists, resulting in increased product knowledge, as well as increased sales and revenues.
Management Assistant Supported the administration and coordinated the communication for a staff of 6 in a variety of functions.
Organized and prioritized legal procedures and systems, ensuring the orderly and timely filing and submission of legal documents and related systems.
Performed legal and factual research and analysis relating to all aspects of planned giving, tracing estate pledges and trust annuity payments and performed such functions requested by the former Director of Planned Giving.
Served as a planned giving resource to Development Staff.
Prepared presentation materials for prospective donors and their advisors; instrumental in planning and coordinating the annual Legacy Society Appreciation Luncheon, with 150 attendees annually, as well as the new Professional Advisory Council, with 30 attendees.
Basic ResearchLos Angeles, CASales and Administrative Coordinator
Provided administrative and sales support for the area Account Executive and sales staff.
Developed in-store partnerships and relations with department managers and associates.
Prepared and maintained budgets, reports and collateral orders; educated customers about product line.
Cedars-Sinai Medical CenterLos Angeles, CAManagement Assistant II
Provided administrative and communication support between various departments, patients, external physician’s offices and team members.
Maintained RN schedules and patient appointments.
University of PhoenixBA: Business ManagementBusiness Management