planned giving and donor services officer resume example with 10+ years of experience

Jessica Claire
, , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - : - -

Trusted Paralegal offering extensive legal skill set, proficiency in managing large caseloads and capacity to meet deadlines. Collects, organizes, analyzes and disseminates significant amounts of information with attention to detail and accuracy. Exercises independent judgment regarding legal and contractual matters within broadly defined practices and policies.

  • Well-Trained in Microsoft Office, Pro-Law, Summation Blaze, Raiser's Edge, TRIO
  • Research and Facts Collecting
  • Community Outreach
  • Effective Customer Communication
  • Issue Reporting
  • Verbal and Written Communication
  • Customer Service
  • Report Preparation
  • Agency Service Requirements
  • Client Home Visits
  • Active Listening
  • Attention to Detail
  • Program Evaluation and Improvements
  • Relationship Building
  • Case Management
  • Client Needs Assessments
  • Collaboration and Teamwork
  • Maintaining Client Records
  • Advanced Directives
  • Problem-Solving
  • Eligibility Requirements
  • Cultural Sensitivity
  • Data Collection and Entry
  • Data Confidentiality
  • Statistical and Data Analysis
  • Client Screening
  • Employee Training
  • Microsoft Office
  • Client Advocacy
  • Application Processes
  • Scheduling and Appointment Setting
  • Written and Verbal Communication
  • Career Development
  • Goal Setting
03/2022 to Current
Planned Giving and Donor Services Officer Leidos Holdings Inc. Moody Air Force Base, GA,
  • Liaised with business and community members to increase awareness of fundraising programs and causes.
  • Innovated new approaches to engage donors and increase funding.
  • Established and enforced fundraising goals, strategies and disbursements.
  • Produced materials to highlight program offerings and reach new donors.
  • Established and deepened partnerships with different groups and businesses to enhance marketing effectiveness and strengthen funding streams.
  • Planned and completed group projects, working smoothly with others.
  • Assisted with donor requests and answered questions to improve satisfaction.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Demonstrated leadership by making improvements to work processes and helping to train others.
01/2021 to 03/2022
Town Clerk, Dep. Tax Collector, Register of Voters Town Of Kennebunkport City, STATE,
  • Established and maintained variety of automated and manual files and records.
  • Supported municipal operations by processing financial transactions, reconciling vendor invoices, delivering on-call clerical support to district offices and assisting with month-end accounting.
  • Prepared and maintained township accounting documents and records, entered financial transactions into database, reconciled transactions promptly and administered billing and invoices.
  • Assisted in preparing ordinances and resolutions proposed by governing body for approval, notified legal organization of meetings, dates and times and distributed communications to appropriate parties.
  • Prepared reports, correspondence, executive summaries, agenda and agenda packet materials and processed mail and routed correspondence to correct office or department.
  • Maintained records of births, deaths and marriages.
  • Validated official documents and oversaw posting of official notices.
  • Sold, recorded, indexed and maintained records of cemetery lots and arranged for burials.
  • Prepared ordinances, resolutions and proclamations to be executed, recorded, archived and distributed.
  • Prepared and managed city clerk division budget, forecasting necessary funds for staffing, materials and supplies.
  • Served as notary public and issued various permits and licenses.
  • Typed and proofread correspondence, distributed and filed official forms and scheduled appointments.
  • Received and submitted payments for fees and fines, accurately tracking amounts, issuing receipts and updating computer systems.
  • Verified document authenticity to process license application.
  • Recorded vital and fiscal records and accounts.
  • Issued public notification of official activities or meetings to public.
  • Issued permits and licenses for marriages, fishing, hunting and dogs.
  • Updated municipal codes and city charter documents.
  • Checked voter identification and signed in registered voters prior to administering ballots.
  • Oversaw election proceedings to maintain impartiality and fairness and assisted voters with adequate information.
  • Coordinated polling stations during peak hours in high traffic areas during voting period
  • Attended meetings to discuss general and specific voter information on election issues.
  • Facilitated cooperative activities with representatives of registered political parties and candidates to resolve issues and problems.
  • Assimilated Town governance knowledge to handle referendum material to eligible voters with adherence to predetermined guidelines.
  • Maintained social media sites to communicate with members about election initiatives.
06/2012 to 01/2021
Paralegal/Legal Assistant Drummond & Drummond, LLP City, STATE,
  • Wrote property descriptions for use in legal transactions.
  • Completed research via wide range of public databases and utilized tax office and deed record systems.
  • Organized legal documents in company filing systems and databases.
  • Responded to client calls and inquiries to deliver applicable information.
  • Drafted motions, briefs and other legal documents.
  • Drafted correspondence, documented data and submitted materials to appropriate parties.
  • Created and updated case management and client account databases.
  • Met with clients and attorneys to discuss case details and evidence.
  • Performed extensive research to prepare for court cases and gathered pertinent case information.
  • Knowledgeable dealing with pleadings, affidavits, motions and exhibit preparation.
  • Processed closing documents and transactional documents for legal review.
  • Organized and executed court calendar with daily cases and supervisor meetings.
  • Analyzed legal statutes, codes and previous court decisions to determine optimal course of action.
  • Filed pleadings and appeals with court clerks to expedite trial proceedings.
  • Organized exhibits and arguments to present evidence on behalf of clients.
  • Delivered subpoenas and coordinated law office activities.
  • Organized client calendars, prepared mailings and handled high call volumes.
Education and Training
Expected in to to
Associate of Science: Paralegal Studies
National Paralegal College - Currently Enrolled - Phoenix, AZ,
  • Additional Coursework in Ethics and Legal Responsibility
  • Trust and Estates
  • Notary Public
Additional Information


KKAYCA: Kennebunk, Kennebunkport, Arundel Youth Cheer Association April 2016 - March 2020

Head Coach and President

Kennebunkport Heritage Housing Trust March 2019- Jan 2021

Board Member, Advancement & Development Committee Member

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Resume Overview

School Attended

  • National Paralegal College - Currently Enrolled

Job Titles Held:

  • Planned Giving and Donor Services Officer
  • Town Clerk, Dep. Tax Collector, Register of Voters
  • Paralegal/Legal Assistant


  • Associate of Science

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