Developmewnt with specialization in operations, finance, and accountin

Renee Winkler

***** **** ****, **********, ** ***70

**********@*****.***

419-***-**** (cell)

PROFESSIONAL SUMMARY

An accomplished-driven, business-minded professional with several years of experience in secondary and higher education gift planning, campaign fundraising, foundation management, development operations, and stewardship. Proven record in cultivating/sustaining partnerships with alumni and community members, including high-net-worth individuals, through competence, trust, energy, practicality, and enthusiasm.

COMPETENCIES

Experienced fundraising professional

Financial and gift reporting

Trust administration, including custody and investment performance

Design and execution of donor stewardship and engagement programs

Gift & foundation operations

Fund management and accounting

Leadership, management, and team building

Customer service orientations

Technical knowledge of planned giving techniques, vehicles, and tax planning

Design and presentation of gift vehicles and financial benefits

Personal income tax knowledge & prep

Investment stewardship

Experienced user of Raiser’s Edge

Advanced Microsoft Office user

Proficient user of QuickBooks online

Engagement with Board of Trustees

PROFESSIONAL EXPERIENCE

Major Gift Officer

Director of Gift Planning & Stewardship Dec 2016-Present

St. Francis de Sales High School Toledo, OH

Primary responsibly includes the design and implementation of the strategic gift planning and estate activities for the school and the St. Francis de Sales High School Foundation including, donor prospecting, solicitation, Advancement staff training, marketing, and cultivating philanthropic donor relationships. Manage the gift planning website vendor, keep apprised of charitable tax-wise gift opportunities and host in-person and on-line seminars.

Develop and implement stewardship plans for individuals, orchestrate scholarship breakfast and student letter writing campaign.

Financial and gift reporting for St. Francis de Sales Foundation and School, including individual fund accounting. Through active involvement in board committee work and reporting, I facilitate seamless communication and alignment of organizational objectives. Played a pivotal role in establishing the foundation as a Scholarship Granting Organization (SGO), leveraging my skills to navigate the regulatory landscape, and set the increase annual fund gifts by a minimum of $300,000.

Director of Gift Planning Nov 2012 – Dec 2016

Director of Gift Planning Services Sep 2009 – Nov 2012

Senior Associate Director for Planned Gift Services Nov 2007 – Sep 2009

Manager of Annuity & Trust Services Feb 2003 – Nov 2007

University of Michigan, Office of Gift Planning

Direct a team of 3 gift planning officers responsible for leading gift planning fundraising efforts on behalf of the University. Responsibilities of gift planning officers include building strong liaison partnerships with 19 individual schools and colleges and 17 non-degree granting units, prospect and portfolio management, strategic consultation, and engagement presentations.

Lead strategic campaign planning for gift planning in current $4 billion Victors or Michigan campaign. Total planned giving goal of 20% or $800 million (goal exceeded with over 2 years remaining in the campaign).

Direct highly efficient planned gift services team of 3 responsible for all gift planning administrative functions including, asset receipt, program accounting and reporting, life income disbursements and liquidation, and recording.

Manage the charitable gift annuity, charitable remainder trust, and pooled income fund programs for the University of Michigan, including, 146 charitable remainder trusts with a market value of $90.2 million, 387 charitable gift annuity contracts with a market value of $33.1 million, and 43 pooled income funds with a market value of $3.1 million (as of July 31, 2016)

Evaluate services of custodian bank and service provider for the University’s life income programs, coordinate processes, structure, and controls

Partner with the Investment Office to develop investment strategies for life income gift programs, investment of charitable gift annuity reserves and evaluation of retained assets.

Consult with donors, their legal advisors, Development Legal Services, and major gift colleagues regarding the technical, investment, and administrative aspects of the University’s planned giving programs.

Manage a portfolio of planned giving donors and provide ongoing stewardship. Closed gifts totaling $42.8 million for the fiscal year ended June 30, 2016, as primary manager, secondary manager, or secondary solicitor.

Strategic management of annual budget

Develop and implement current and strategic planning goals.

Oversee preparation of informational investment performance reports for donors

Manage portfolio of gifted life insurance policies

Planned giving lead and core design team member for institutional donor and alumni database.

Serve as Office of Gift Planning liaison to various colleges, schools, and units with regional gift planning fundraising responsibilities.

Develop policies for acceptance, campaign, recognition, and reporting of planned gifts.

Implement strategic marketing efforts for planned giving program.

Develop and participate in Office of University Development, planned giving training series for new and seasoned development staff.

Coordinate events and workshops for prospects and existing constituents.

Oversee stewardship activities and legacy society for gift planning program.

Gifts of Securities Manager 1999 to 2003

University of Michigan, Treasurer’s Office

Managed the receipt and sale of all outright gifts of securities and unusual assets.

Administered daily operations of deferred giving programs, including charitable gift annuities, charitable remainder trusts and gifted life insurance policies.

Managed a team of five (5) administrative staff.

Selected brokers for liquidation of securities and established procedures and controls

Served as a member of the Charitable Gift Annuity (CGA) Planning & Implementation team.

Researched and analyzed retained assets; including life insurance, closely held securities, limited partnerships, and investment portfolios.

Financial Analyst 1994 to 1998

University of Michigan, Treasurer’s Office

Managed custody, clearance, performance measurement, investment information systems and fund administration for university assets

Prepared reports to support the investment management of university assets.

Conducted trading for all gifted securities.

EDUCATION/PROFESSIONAL DEVELOPMENT

Bachelor of Business Administration

(Major in Finance with completed additional accounting courses)

Eastern Michigan University, Ypsilanti, MI

Associates of Commerce Degree

(Specialization in Accounting)

Monroe County Community College, Monroe, MI

Attended university sponsored training programs in:

CACUBO Management Institute, levels I and II

The Art and Science of Donor Development, Advancement Resources

M-Quality Facilitator and Team Leader Training

Leadership Blue Training Program

PROFESSIONAL AFFILIATIONS/COMMUNITY SERVICE

Partnership for Philanthropic Planning (member)

American Council on Gift Annuities (member)

Planned Giving Roundtable of Southeastern Michigan & Charitable Gift Planners of Central Ohio

Washtenaw County Estate Planning Council (member)

Treasurer, Blissfield Athletic Boosters; Technology Committee, Deerfield Public Schools

Personal income tax preparer (In-Person)

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