Experience

• Years in Financial Development (YMCA and Other): 19

• Years Affiliated with the YMCA (as Staff or Volunteers): 11

• Budget in Current Position: $1M
   

Financial Development Accomplishments

Annual Support

- Last full Annual Campaign (2019) exceeded $2.6M goal
- Surpassed $20M in Annual Campaign support during completed 10-year Comprehensive Campaign
- 3-Year Annual Campaign Giving Society-The Triangle Society - launched in 2011 to help transform annual giving 
- Led annual fund efforts for Notre Dame of Maryland University, including oversight of direct response, individual giving, and student "phone-a-thon"

Capital Development

- Completed $18M capital campaign in 2019 to build the Schottland Family Branch which exceeded fundraising goals
- Exceeded capiital goals for 10-year Comprehensive Campaign
- State capital grants in excess of $4M in past 5 years
- Part of team that secured YMCA of Greater Rochester's largest capital gift to date

Endowment/Planned Giving

- Surpassed $2M goal in public phase of Comprehensive Campaign
- YMCA of Greater Rochester has over 90 active members in Legacy Giving Society
- YMCA of Greater Rochester manages a $20M+ endowment, with future commitments totaling over $7M in confirmed bequests

 

Board/Volunteer Development

- Works with broad range of volunteers including annual and capital campaign chairs
- Actively engaged in developing a culture of philanthropy with branch board chairs and executive committee

Grants

- Led key relationships with major grantors in region
- Began writing grants in first year of experience for small non-profit, and have continued to write grants successfully throughout entire career 

Other

- Surpassed $75M goal for 10-year Comprehensive Campaign
- Longtime Y-USA Partner (Service Delivery Partner YMCA)

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