CASE STUDIES

Trinity Woods

Formerly Oklahoma Methodist Manor

I launched and successfully completed two capital campaigns while at OMM (one to build a new healthcare center and another to build a new Alzheimer’s unit. The two campaigns collectively raised more than $8MM. While the health center campaign exceeded its goal by more than $400k. While at OMM I also implemented a supplemental aid giving program that donors could contribute to while helping residents that outlived their financial resources.

TWO CAPITAL CAMPAIGNS RAISED: $8MM+

Child Advocacy Network

Formerly Child Abuse Network

I served in a two person development office responsible for all annual fundraising for the organization. Onc key success while at CAN was leveraging my relationships and experience to bring in a new annual gift of $200,000. This one gift made up more than 20% of the overall annual budget.

ACQUIRED NEW, ANNUAL DONOR RESULTING IN 20% OF ANNUAL BUDGET

TTCU Cares Foundation

Created the TTCU Cares Foundation from its inception. Developed organizational development, board structure, grant guidelines and applications and operating manuals. One of the programs I am most proud of developing is their Classroom Hero Grant Program. A program that grants funds to local educators suffering from severe financial hardship. A group of donors to the program serve as committee members to grant the funds. I also developed the board structure by utilizing best practices and implementing policies and procedures.

DEVELOPED FOUNDATION FROM INCEPTION

Tulsa Regional Chamber

I successfully led two capital campaigns and oversaw the revenue department where my team increased new membership revenue by more than $260k. The two capital campaigns included a one-year, Tulsa’s Future-Road to Recovery Campaign, and a five-year, Tulsa Regional Tourism-Momentum Campaign.

TWO CAPITAL CAMPAIGNS RAISED MORE THAN $11MM FOR TULSA

Tulsa Community Foundation

Worked closely with both donors and community nonprofits. As a program officer, I assisted donors set up charitable giving solutions through donor advised funds, donor designated funds, and other charitable giving vehicles. In addition I also managed the Planned Giving Partnership Program (now the Legacy Partnership) which serves area nonprofits by encouraging building of endowments through planned giving.

MANAGED PLANNED GIVING PARTNERSHIP PROGRAM: SERVED NEARLY 60 AREA NONPROFIT AGENCIES