Director Advancement Services

Jennifer D. Whittington

*** ***** **** * ******, MO 65251

Cell: 573-***-**** *********@*******.***

OBJECTIVES

I seek a position where I can maximize my skills and utilize my experience, while growing with the organization and filling its strategic plan while fulfilling my personal growth.

EXPERIENCED HIGHER EDUCATION / SENIOR EXECUTIVE ASSISTANT PROFESSIONAL

~ Thrive in a fast-paced demanding Environment~

Core Competencies:

Proficiencies:

Donor, alumni, parent and student relations

Proficient with Microsoft Office software, experienced using Access, Word, Excel, Power Point, OneNote, Outlook, Microsoft Teams, Raiser’s Edge, Researcher’s Point, Jenzabar, MAGIC, and various other research databases.

Organization and communication

Excellent analytical, organizational, strategic and critical thinking skills as well as outstanding ability to work independently while producing outstanding, quantifiable results, exceptional multi-tasking.

Staff and student training and management

Work skillfully within a team-oriented environment.

Project development, implementation and management

Work effectively and efficiently in demanding environments requiring keen attention to prioritizing and detail; superior organization and data management skills.

Budget management

Proven account reconciliation skills.

Fundraising and endowment management

Maintain donor relations and prepare annual endowment reports on a large endowed, annual and restricted fund portfolio. Provide prospect research on potential donors and coordination of Grants and Foundations.

PROFESSIONAL EXPERIENCE

WESTMINSTER COLLEGE, FULTON, MO March 2020 - Present

Director of Advancement Services

Direct responsibility for maintaining constituent database.

Direct data management initiatives for the Raiser’s Edge Constituent Relationship Management (CRM) database.

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Database management and performance of the daily gift entry process and batch reporting in Raiser’s Edge. Maintain and update constituent records to provide accurate data via import uploads.

Database management with the primary focus on charitable gift entry. Gift types include cash, pledges, gift-in-kind, out-of-pocket, stock, and recurring gifts.

Create and manage the coordination between appeal, campaign, and fund records. Establish, implement, and maintain written policies and procedures.

Create processes and maintain accurate data records management. This ensures annual audit runs smoothly.

Configure and process monthly gift reporting and balancing with the Business Office General Ledger.

Export and provide weekly reports for various departments.

Management of entering and tracking all donor recognition societies.

Maintain and update constituent records which include updates to addresses, marital status and children, contact information, and employment details.

Process donor acknowledgement letters and provide excellent customer service to our constituents.

Fund account reconciliations and annual audits with Williams Keepers.

Direct responsibility for coordinating endowment funds, prospect research and grant coordination.

Prepare and manage annual and endowed funds and processes for scholarships, chairs, programs and facilities.

Reconciliation and coordination of inter-office processes related to annual, restricted and endowed funds. Coordinate and reconcile accounts between the Institutional Advancement Office, the Business Office and Financial Aid Office to ensure timely and accurate donor relations information and reports.

Collaborate with key personnel to prepare annual endowment reports and individual donor reports.

Maintain donor relations by providing opportunities for scholarship recipient meetings and thank you processes.

Prepare special annual reports for foundation scholarships.

WESTMINSTER COLLEGE, FULTON, MO January 2006 – February 2020

Database Management Associate, Institutional Advancement – Advancement Services

Direct responsibility for maintaining constituent database.

Database management and performance of the daily gift entry process and batch reporting in Raiser’s Edge.

Database management with the primary focus on charitable gift entry. Gift types include cash, pledges, gift-in-kind, out-of-pocket, stock, and recurring gifts.

Create and manage the coordination between appeal, campaign, and fund records. Establish, implement, and maintain written policies and procedures.

Create processes and maintain accurate data records management. This ensures annual audit runs smoothly.

Configure and process monthly gift reporting and balancing with the Business Office General Ledger.

Export and provide weekly reports for various departments.

Management of entering and tracking all donor recognition societies.

Maintain and update constituent records which include updates to addresses, marital status and children, contact information, and employment details.

Process donor acknowledgement letters and provide excellent customer service to our constituents.

Fund account reconciliations and annual audits with Williams Keepers.

Administrative Coordinator, Institutional Advancement– Advancement Services

Direct responsibility for coordinating endowment funds, prospect research and grant coordination.

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Prepare and manage annual and endowed funds and processes for scholarships, chairs, programs and facilities.

Reconciliation and coordination of inter-office processes related to annual, restricted and endowed funds. Coordinate and reconcile accounts between the Institutional Advancement Office, the Business Office and Financial Aid Office to ensure timely and accurate donor relations information and reports.

Collaborate with key personnel to prepare annual endowment reports and individual donor reports.

Maintain donor relations by providing opportunities for scholarship recipient meetings and thank you processes.

Prepare special annual reports for foundation scholarships.

Manage scholarship calendar and special scholarship events.

Budget and order special donor recognition gifts.

Member of the Scholarship Committee, Staff Hiring Committee and the Governance and Trustee In-house Staff Committee.

Gift entry processing back-up.

Westminster Fund Coordinator, Institutional Advancement - Development

Planning and implementation of the annual unrestricted fund.

Manage annual phone, direct mail, social media, and e-mail solicitations of 12,000+ alumni, parents and friends in FY11.

oExceeded annual fund goal (FY11 – 118%; FY12 - 120%).

Manage and oversee the President’s Club ($1,250+ donor solicitations, annual President’s Dinner, President’s Reception and leadership recognition gifts).

Manage and supervise the Fall and Spring Phoneathon in FY11.

oRecruited, hired, trained and supervised Phoneathon students for FY11.

1.100% retention rate of student callers in FY11.

2.Exceeded Phoneathon goal (FY11 – 116%).

3.Increased giving by 30% over previous year.

4.Unfulfilled pledge rate of 1.3% (based on all “touches” including Will-Consider and No Answer Will-Consider).

Liaison with RuffaloCody for year (Company contracted Phoneathon Campaign for FY12).

oPhoneathon gifts dropped 29% from previous year (FY11) despite more callers, duration and equipment. The College decided to bring back in-house Phoneathon calling in FY13.

Implement and manage annual giving societies.

True Blue Society - Donor acknowledgment and recognition for at least 15 consecutive giving years.

President’s Club, Blue Jay Club, Senior Giving, College representative to the Fulton Colleges Board of Associates.

Manage and reconcile annual fund budget.

Establish annual giving strategies and procedures. Provide metrics of annual fundraising for Cabinet and Board of Trustee meetings.

Alumni and College Relations Coordinator, Institutional Advancement - Alumni

As part of the Event Team, planned and executed all aspects of recurring alumni and/or donor campus events and regional area events.

All logistical aspects of event planning (i.e. scheduling, work orders, vender contract negotiations, staffing, executing and follow up).

Maintain event inventory.

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Coordination and logistics for Board of Trustee quarterly meetings, including attendance tracking and hotel reservations.

Oversee and implement annual Senior Salute.

Graduation ticket organization and distribution.

Event set-up and troubleshooting. Worked with Plant Operations and Information Technology staff to ensure proper set-up and audio/visual components of events were flawless. Worked with Food Service staff on menu selection, seating and event decorations.

Plan and coordinate alumni reunions.

Class News and Notes section of Leadership Magazine. Worked directly with alumni to secure accurate and timely updates for quarterly annual magazine.

Organizer of campus photo and video shoots for College Relations Department. Maintained photo drive for future marketing efforts.

Tracking and reconciliation of Alumni and College Relations budgets.

Event database management.

Recording and reporting of Alumni Council minutes.

Parent Association coordination.

oCreate and maintain parent database.

oManage and reconcile parent dues.

oPreparation and edits of Parent Association handbook.

oAttend Parent Board meetings and preparing meeting minutes.

oCompile data and information for monthly Parent Newsletter.

oAttend New Student Registration with Executive Members of Parent Association.

Administrative Assistant to Alumni and College Relations, Institutional Advancement

Overall office administration for the Alumni, Parent and College Relation offices.

Maintain office efficiency.

Responsible for setting up meetings and events for the Executive Director of Alumni and College Relations and calendar management.

Oversee alumni event module in Raiser’s Edge.

Provided metrics for monthly alumni reports for key executives.

Worked in conjunction with directors to set up campus or regional events including press conferences.

Played an integral part of campus events such as the annual President’s Dinner, Alumni Weekend, Family Weekend, Symposium on Democracy, and the Undergraduate Scholars Forum.

Prepare and reconcile budgets for the Alumni Office, College Relations Office, and the Parent Relations Office.

Liaison with the Enrollment Office and Parents Association Executive Board to help with recruiting efforts of the College.

Prepared correspondence and provided logistical support for quarterly Board of Trustee meetings.

Set-up hotel, rental car and travel arrangements for guest speakers or dignitaries.

Oversee regalia inventory and ordered office supplies and alumni inventory control.

HILLIKER CORPORTATION, ST. LOUIS, MO January 2005 – December 2006

Executive and Personal Assistant to the Senior Vice President

Administrative support to the Senior Vice President.

Maintain the calendar and appointments, and travel arrangements.

Record management of broker files.

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Enter lease and/or sale information into the CIE system.

Prepare listing agreements, sale contracts and lease agreements.

Prepare PowerPoint presentations.

Attend showings for prospective clients.

Pay VP’s personal bills, track investment balances, account reconciliations, and run errands.

TUMMINELLO & ASSOCIATES, ST. LOUIS, MO February 2002 – December 2004

Executive Assistant and Legal Assistant

Administrative and legal duties in the areas of Probate, Tax, Incorporation and Business, Divorce and Mortgages.

Executive administrative and legal support to the Managing Owner.

Record management of legal files.

Prepare and track client billing records.

Maintain the legal calendar and appointments.

Track court docket information.

Set-up client incorporations and limited liability companies.

Preparation of Trusts and Wills.

MECHANICAL DYNAMICS & ANALYSIS, ST. LOUIS, MO September 1998 – September 2001

Executive Assistant to VP & Generator Division Managers

Administrative support to the President, Proposal Manager, Off-Site Services Manager, In-Shop Services Manager and the Water-Cooled Services Manager.

Record management of Generator Division files.

Track and distribute request for quotes, proposals and awarded jobs.

Complete client reports which included verbiage, test data and photographs on completed projects.

Order and maintain all office and building supplies.

Oversee the generator division calendar, schedule meetings, and travel arrangements.

Responsible for the generator division employee files and reporting to main office in New York.

Update division marketing report.

Prepare and track expense reports.

Travel and job certification coordination for skilled workers.

Plan and organize division functions and events.

ANHEUSER-BUSCH COMPANIES, INC., ST. LOUIS, MO September 1996 – December 1997

Contract employee through Comforce Datatech

Executive Assistant and Contract Assistant

Administrative support to the Contract Manager and staff.

This was a temporary 3-month position and lasted 15 months due to excellent work performance.

Created the policy and procedure to maintain filing and archival system for work orders and contracts.

Prepare bid and contract documents.

Verify vendor/contractor insurance compliance.

Maintain and set office calendar and meetings. Set-up travel arrangements.

PREVIOUS EXPERIENCE

Realtor with Coldwell Banker in St. Louis, MO; Data Entry with Input Technologies; Sales Audit Processor, Inventory Reconciliation, Accounts Receivable and Cash Control Coordinator with Gateway Apparel including

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General Ledger Reconciliations; Customer Service Manager and Cash Office with Wal-Mart #51 & #805; Teller at Clayton Savings and Loan; Customer Service Manager with Super Food Barn, and Senior Executive Assistant at Union Electric Callaway Nuclear Plant (through temporary agency during the time the plant was going through the first refueling).

REFERENCES

Available upon request.

Contact this candidate