Marjorie M. Lamberson, CFRE

*** ******* ****** **** ************, PA 17551

717-***-**** (Home) 717-***-**** (Cell)

adl4od@r.postjobfree.com

www.linkedin.com/in/margielamberson

A charismatic and creative relationship and fundraising professional, with proven successes and the ability to achieve and exceed organizational goals. Extensive non-profit experience in client and donor cultivation and stewardship, major gifts and planned giving, grant writing, campaign implementation and annual giving, community outreach, special event management, marketing and direct staff supervision, and non-profit financial standards and policies.

Professional Experience

Relationship Manager/Non-Profit Services, Fulton Financial Advisors, Lancaster, PA, 2018-Current Serves as the primary contact and trusted adviser to Fulton’s non-profit and charitable client base. Stewards over 100 relationships valued at $175,000,000, ensuring investment objectives are defined and governance best practices are followed. Delivers additional resources, such as planned giving counsel, charitable gift annuity proposals, and non-profit governance.

Retained 100% of individual client base to date.

Recognized as top salesperson in non-profit department.

Responsible for 43% of year-to-date additions and new business.

Provided excellent customer service and cross-selling of bank services to clients.

Coordinated the completion and presentation of Request for Proposals to existing and prospective clients.

Mentored bank employees as the non-profit expert. Director of Philanthropy and Member Engagement, The Foundation of the Pennsylvania Medical Society, Harrisburg, PA, 2011-2018

Responsibilities included all fundraising and communication activities for charitable entity of statewide physician membership organization (Pennsylvania Medical Society). Priorities were donor relations, annual giving, major gifts, planned giving, and special projects. Supervised staff with department responsibilities for fundraising, database administration (Raiser’s Edge), donor acknowledgment correspondence, annual giving, board management, publicity, and programmatic marketing and communications. As a leader in the organization, responsibilities also included working with the membership department of the parent organization, Pennsylvania Medical Society, to engage and inspire potential and current members.

Implemented a strategic plan that met organizational goals and engaged constituents and prospects.

Consistently met and exceeded all fundraising goals, increasing individual giving revenue by 51% and corporate giving revenue by 20%.

Met and exceeded goal for endowment campaign by 25%.

Implemented a planned giving major donor program, insuring a legacy of philanthropic funding for the organization.

Developed moves management for prospect development and stewardship.

Created a planned giving specific communication plan, including a biannual newsletter and informational brochures.

Personally managed a portfolio of 75-plus major prospects and donors, with over 150 contacts or visits per year.

Supervised and inspired development of communications projects and establishment of relevant branding mes- sages, including production of four newsletters, an annual report, and three direct-mail campaigns per year.

Integrated programmatic marketing and production of video messaging that highlighted the foundation’s mission.

Spearheaded special event management of yearly statewide business, education conference, and stewardship events, including expanding the event to a planned giving educational presentation.

Developed relationships with county medical societies and associated alliances throughout the state. Director of Advancement, Lancaster Catholic High School, Lancaster, PA, 2009-2010 Led the school’s advancement program through transitional period, as directed by board of directors, by creating and implementing a plan of action for advancement activities. Reengaged advancement, athletic leadership, Friends of Music, and PTO volunteer committees. Enhanced homecoming and alumni reunion events, major donor receptions, school events, and special events fundraisers. Implemented efficient office procedures and supervised staff members responsible for enrollment management, alumni relations, publicity and database management, and acknowledgment of gifts and correspondence.

• Raised over $1,000,000 in yearly support of undesignated funds, scholarship support, programmatic, and specific project needs.

Increased engagement of donors in support of three annual campaigns, raising over

$500,000, with a 25% alumni participation rate.

Identified major donor prospects and foundations, securing major gifts in the amounts of

$25,000-plus and establishing a moves management program.

Increased efficiencies in utilization of donor database (Raiser’s Edge). Additional Experience

Director of Development, Lancaster Museum of Art, Lancaster, PA, 2007-2009 Raised funds to support exhibitions and art education through expansion of corporate sponsorship program, membership campaign, and profitable special event management. Revised membership program and benefits, increasing number of new members by 20%. Launched capital campaign planning, resource assessment, and strategy development in support of proposed museum expansion project, securing major gifts in the amount of

$100,000-plus. Spearheaded increased efficiencies of dedicated software system (DonorPerfect). Senior Development Officer, Lancaster General College of Nursing and Health Sciences (now Pennsylvania College of Health Sciences), Lancaster, PA, 2002-2007 Established a college-based advancement office for a newly established (2001) nursing college. Continually exceeded yearly development goals, raising over $850,000 through dedicated annual fund and phonathons, major gift opportunities, planned giving, and special projects in support of LG educational programs. Excelled in planned giving initiatives and major gifts, establishing bequests and gift annuities. Clinical Simulation Laboratory Project raised over $500,000 through the procurement of federal and state grants, and corporate and private donations. Established celebration events: 100th Anniversary of School of Nursing, annual donor scholarship recognition event (“Pillars of Excellence”) and annual signature community fundraising event

(“Dancing for Dreams”).

Assistant Director of Financial Development, Schreiber Pediatric Rehabilitation Center, Lancaster, PA, 1995-2002

Fundraising activities and community programs included six yearly significant special events, annual giving appeals, grant writing, volunteer management, corporate sponsorship development and public speaking. Implemented donor software system (Raiser’s Edge) for organization, graduated from Blackbaud Academy. Education

B.S., Drexel University, Philadelphia, PA

Presentations

“Investments and Your Donor Conversations” - Susquehanna Valley Council of Charitable Gift Planners

“Grant Writing” - Lancaster Bible College - Communication Majors

“Perspectives on Fundraising” - Community Foundation - “Developing Lancaster” Networking Group

“Fundraising for Healthcare” - Penn State Communications Class Professional Memberships and Associations

Certified Fundraising Executive (CFRE) Accreditation, 2014

Association of Fundraising Professionals (AFP), Member

Susquehanna Valley Council of Charitable Gift Planners, Member and Trustee

Leadership Lancaster, Class Graduate

Community Service

Power Packs Project - Trustee, Board Secretary, Development Chair, and Fundraising Consultant

Susquehanna Valley Council of Charitable Gift Planners - Trustee

Pennsylvania Association of Nonprofit Organizations (PANO) - Development Committee Member

Mental Health of America of Lancaster County - Fundraising Volunteer

Leadership Lancaster - Alumni Class Leader

Performing Member of the Grant Street Dance Company Past Community Service

Board Chair of the Grant Street Dance Company

Junior Achievement of Central Pennsylvania Trustee

Junior Achievement Young Women’s Symposium Steering Committee

Volunteer Grant Reviewer for Lancaster County Redevelopment Authority

Junior League of Lancaster Member

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