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Customer Service Planned Giving

Location:
Washington, DC
Posted:
July 14, 2023

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Resume:

Education

Hollins University • Bachelor of Arts in Communication Studies • 2018-2020

•Drafted and implemented a qualitative research survey, as well as performing in-depth research for undergraduate thesis on the effects of queerbaiting in media

University of the District of Columbia • Associate of Science in Liberal Studies • 2016-2018

•Graduated with 3.8 GPA

•Held office for university’s Phi Theta Kappa honor society and travelled to represent school’s chapter at national conference held in Kansas City, MO

Professional Experience

Advancement Assistant • National Museum of the American Indian • Oct 2022

•Coordinated print materials and packages for the planned giving department's mailings, ensuring timely delivery and accuracy.

•Collaborated closely with the Assistant Director for Planned Giving to plan and execute a dedication ceremony for the National Native American Veterans Memorial, managing invitations, coordinating logistics, and ensuring a smooth event.

•Streamlined departmental communication by writing and editing internal and external communications, including emails and newsletters, resulting in increased efficiency and clarity.

•Conducted donor research and drafted documents using internal Ellucian Advance database, contributing to successful fundraising efforts.

•Efficiently executed purchase orders for the department, ensuring timely delivery of necessary materials and supplies.

•Provided administrative and organizational support to the Assistant Director for Planned Giving, Planned Giving Officer, and Major Gifts Officer, contributing to smooth operations and successful outcomes.

Donor Services Assistant • Smithsonian National Zoo (Temporary Contractor) • March 2022-Oct 2022

•Monitored and responded to email and voicemail accounts, providing prompt and professional customer service.

•Served as point person for donor and member credit card updates, ensuring accurate and up-to-date information and maintaining donor trust.

•Recorded, copied, and routed gifts and checks for processing, and efficiently managed e-file records, gifts, and documentation, resulting in streamlined processes and improved accuracy.

•Prepared eCRVs from membership transactions, including online, third party, and on-site check deposits, and accurately coordinated with Membership and Data Specialist on record entry in Tessitura.

•Created, edited, and managed constituent records in NZP/SCBI Membership Database Tessitura, contributing to accurate and up-to-date records and streamlined membership processes.

•Managed in-house membership card production, from formatting to printing and mailing, ensuring timely and accurate distribution to members.

Administrative and Development Assistant • International Student House (Temporary Contractor) • Dec 2021-March 2022

•Served as a reliable liaison between residents and staff, ensuring open communication and a high level of service.

•Managed incoming resident applications through the entire process, from payment of fees to arrivals and departures, resulting in a streamlined and efficient process for all parties involved.

•Effectively communicated with the maintenance team regarding any room or maintenance matters, ensuring timely resolution of issues and maintaining resident satisfaction.

•Collaborated with the team to prepare for board meetings, both virtual and in person, providing critical support and contributing to the overall success of the meetings.

•Consistently communicated with on-duty Resident Assistants to ensure the safety and comfort of all residents, promoting a positive and welcoming living environment.

•Utilized Front Desk Master to maintain accurate resident database of personal information, rent payments, and check in and check out dates, ensuring precise and up-to-date information.

•Enforced policies and safety standards through building and room rounds during the COVID-19 pandemic, contributing to the overall safety and well-being of residents.

•Coordinated scheduled arrivals, departures, and various meetings for the team, ensuring efficient and effective use of time.

Archivist, Public Relations Manager, and Founder • Chesapeake City Museum • 2020-

•Developed and executed an archival system to preserve and showcase historic items, resulting in a cohesive and accessible collection.

•Created a comprehensive timeline and adaptable deadlines for key components of the museum, ensuring timely completion of tasks and projects.

•Collaborated with the curator to procure and add valuable items to the museum's collection, utilizing strong communication and negotiation skills.

•Successfully led fundraising initiatives that exceeded the $2000 goal within the first six months, demonstrating excellent organizational and leadership abilities.

•Maintained an engaging and informative web and social media presence, creating and curating content and maintaining a regular posting schedule.

•Designed and maintained the museum's website and online presence, including Instagram, Facebook, and Google, ensuring consistent branding and messaging across all channels.

•Fostered positive relationships with town residents and local press outlets, resulting in increased visibility and support for the museum's mission and goals.

•Led a committee responsible for major decisions related to museum setup, including content, arrangement, renovations, and branding, utilizing strong collaboration and decision-making skills.



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