Fundraising and business development professional with more than a decade of relationship management (CRM) experience including:
*National + international fundraising, corporate partnerships, strategy + channel management.
*Team leadership and management of (A) 16 fundraising staff in San Francisco, NYC and London in a NGO and (B) 12 digital, social and analytic start-up staff members in South Asia, Boston and NYC.
*Competitive analysis, prospect research and market research on building global partnerships, annual giving program, major gifts moves management and prospecting foundations.
*C-level presentations, board development, donor relations, governance, interviews, panel and event discussions.
*Digital customer acquisition and retention via display advertising, eCRM, e-mail, search, social.
*Responsible for following up with warm leads, face-to-face meetings and calls with major donors to provide input into company's value proposition, focused on identifying companies to target for acquisition.
*Nurture clients, which includes solicitation after an in-depth needs analysis and evaluation to build a pipeline which will lead to future larger deals.
*Fundraising plan to forecast monthly and quarterly sales projections for multiple teams to meet revenue goals.
Personal Characteristics:
*Strategic planning and demonstrated track record of positive change in all positions.
*Enthusiasm for building high-growth, cost-effective emerging organizations with urgency.
*Commitment to overcome obstacles by prioritizing investor retention and creating win-win negotiations to close deals.
*Strong advocate for my teams, their professional growth, navigating challenges and turning them into opportunities.
*Communication and escalation of complex issues with action-oriented solutions to key leadership, donors, ($50k-$1M+), clients, staff, board and C-level management.
*Efficient and thoughtful team-player with ability to prioritize multiple time-sensitive projects.
Chief Development and Communications Officer @ * Closed $890K of gifts in first 8 weeks with meetings, phone calls, strategy sessions and targeted email campaigns with follow-up calls.
* Gala exceeded gross revenue goals by $700K and net goals by $450K.
* 2014 Gala raised $2.3M cash; 2015 Gala raised $3.2M cash.
* Lead a team of 5 development fundraisers and 3 marketing/PR/communications professionals
* Serve on the Executive Management Team
* Build corporate engagement strategy with various verticals in line with our human rights mission
* Manage expenses, revenue and efficiency ratios of $11.5M budget
* Lead a high-impact Capital Campaign initiative to celebrate our 50th year in 2018
* Collaborate across teams and geographies (both national and global) to measure ROI of events such as Vogue's Fashion Night Out in Florence, Golf at Hyannis Port, cocktail parties in England and annual gala in Manhattan. From August 2015 to Present (5 months) Director of Development @ * Director of Development, North America (January 2013 - present)
* Acting Director of Development, Individuals and Foundations (March 2012 - December, 2012)
* Major Gifts Officer (January 2010 - March 2012)
Room to Read is a $50M international NGO that transforms the lives of children in Asia and Africa by collaborating with local communities to focus on literacy and gender equality in education.
FUNDRAISING and BUSINESS DEVELOPMENT:
* Cultivate major gift donors and establish new corporate partnerships by managing a portfolio of 150 donors to secure $4M individually and $20M in North America.
* Develop innovative fundraising strategies with Founder, CEO, Board Chair, Management Team and Senior Leadership Team.
* Recruit and develop the New York Development Board.
TEAM MANAGEMENT:
* Action-oriented leadership style willing to do all work necessary to motivate 16-person team in various time zones over several moves to raise over $20M per year by facilitating meetings.
* Collaborate with international fundraising and business development directors to share global strategies, source leads and achieve corporate revenue goals via market intelligence.
* Strategic market expansion through multiple channels, leveraging target data with highest return via direct mail, meetings, presentations, events and online marketing.
STRATEGIC OPERATIONS & FINANCE:
* Found and head up Manhattan office that now has 15 members.
* Make risk analysis and balance time-cost ratios to ensure team chooses the most appropriate and efficient fundraising activities with highest ROI.
* Monitor income and expenditures against allocated budget and yearly revenue targets. From January 2010 to August 2015 (5 years 8 months) Co-Founder and International Board Member @ S.A.M. delivered medical supplies to pediatric hospitals in La Paz, Bolivia, with the financial support of individuals, foundations and corporate partnerships. Co-founder and Board Member role included HNWI lead cultivation, relationship management, business development, C-level presentations, board fundraising training, market research analysis, digital marketing and channel management. From June 2007 to August 2012 (5 years 3 months) Capital Campaign, Prospect Research and Communications Fundraising Consultant @ Prospect research, prospect qualifying, marketing and data analysis for $65M capital campaign. From January 2009 to February 2010 (1 year 2 months) President of Market Research and Digital Analytics Firm @ Co-founded Marketing Internet Entrepreneurs, a business operations consulting firm for customers to strategically target and convert prospects to clients by leveraging social media, video, podcasts, digital marketing and advertising. (Verticals included finance, fashion, NGOs and healthcare.)
TEAM MANAGEMENT:
* Recruited and managed a 12-person global team in North America and Asia.
BUSINESS DEVELOPMENT, OPERATIONS & MARKETING:
* Asked to present about digital marketing and how to optimize online presence via social media at MoneyFest in NYC where Suze Orman and Donald Trump headlined.
* Increased client revenue by 24% through Google AdSense, Amazon, LinkShare and products.
* Helped corporate clients develop online marketing value proposition, identify positioning to each target audience, leverage market channels via video, podcasts and social media (Facebook, YouTube, Twitter) for both cross-selling and up-selling.
* Managed clients on SEO, SEM, affiliate marketing, tracking and analyzing video, blog (WordPress, Blogger) and website traffic analytics of their firms and competitive analysis of the competition.
* Monitored and increased search engine ranking with web analytics (Google Analytics, YouTube), internet advertising analytics, PPC and CPC (Google AdWords), email and newsletter marketing (ConstantContact).
* Mapped client relationships to generate leads, maximize online presence, and measure digital marketing impact on sales. From January 2007 to January 2010 (3 years 1 month) Annual Giving, Communications and Social Media Fundraiser @ * Development, Events and Social Media Fundraiser (April 2005 - December 2009)
* Acting Director of Annual Giving (October 2004 - March 2005)
* Assistant Director of Annual Giving (June 2003 - September 2004)
* Annual Giving, Marketing, Communications and Alumni Relations Assistant (June 2002 - May 2003)
Annual giving fundraising; Board and donor relations; Capital campaign and major gift fundraising; Launched, recruited and managed parent fundraising board; Relationship management, Volunteer training and management; Event planning; Prospect research; Alumni relations and development; Digital marketing and online donor communications; Social media analytics and online strategies via Facebook and LinkedIn. From June 2002 to November 2009 (7 years 6 months) Business English and Communications Teacher @ Developed educational and marketing resources to be taught to over 50 clients in corporations throughout Prague (Bayer, Unilever, Nestle, CSOB, Vodafone, Oracle). From May 2001 to May 2002 (1 year 1 month) Fundraiser and Prospect Researcher @ Fundraising, lead management, business development, prospect research and prospect qualifying. From 1997 to 1999 (2 years) Ithaca, New York AreaBusiness Development Relationship Manager; Music and Technology Teacher @ Incorporated innovative Yamaha technology that invigorated students to play music on pianos and clavinovas. Responsible for business development, student education and engagement, client retention, yearly events management, sales support and customer relationship management. From 1992 to 1996 (4 years)
Master of Business Administration, Business Administration and Management @ Cornell University - S.C. Johnson Graduate School of ManagementBA, Government with concentration in French @ Cornell UniversityCertificate from Columbia + IIN in health and nutrition, Health and Wellness, General @ Columbia University From 2004 to 2005 Semester abroad with EDUCO @ Université Paris-Sorbonne From 2000 to 2000 Wendi MBA is skilled in: Public Speaking, Fundraising, Board Development, Leadership, Social Media Marketing, Entrepreneurship, Sales Management, Team Leadership, Philanthropy, Web Analytics, Digital Marketing, Strategic Communications, Marketing Management, C-Level Relationships, Social Networking