FUNDRAISING DIRECTOR Accomplished fundraiser with proven success raising nearly $100 million while ma naging highly complex

planned giving projects within the non-profit, academic an d healthcare sectors. Skilled in all aspects of gift planning development, consu lting, fundraising, estate planning and donor development/management, in additio n to endowment management, budgetary control, operations, and coordination of st aff. Field experience and additional cross-functional expertise in: Financial Analysis Fundraising and Management Planned Giving Resource Planning Change Management Estate Planning Business Development Policy/Procedure Development Negotiations CAREER ACCOMPLISHMENTS Alzheimer`s Association * Grew annual donor list and revenue from less than 5 commitments per year to mo re than 13 totaling $1.2 million per year. American Red Cross * Increased planned gifts to total $1.5 million and 14 new plans within a 12 mon th time span. The University of Texas at Austin * As Acting Director and Associate Director I raised an average of $12.2 million per year in new donations. The University of Illinois Foundation * Raised $8.8 million per year totaling in excess of $35.2 million during my ten ure. Trinity Health Foundation * Increased the planned gift giving program by 15% or by $750,000 annually. Farm Bureau Financial Services * Advised clients of the Farm Bureau on best practices for estate planning, tota ling more than $4.3 million in cases. St. Ambrose University * Grew the University`s endowment from $4 million to $20 million and raised an a dditional $4.4 million in current gifts. * Secured the University`s largest gift totaling $2.2 million. ALZHEIMER`S ASSOCIATION, Chicago, Illinois, 2008 - 2011 The Alzheimer's Association is the leading, global voluntary health organization in Alzheimer's care and support, and the largest private, nonprofit funder of A lzheimer's research. Associate Director, Planned Giving * Restructured the existing gift planning system, making it more efficient and c urrent to existing planned gift donors, as well as mission-driven. * Collaborated with the Association`s National Headquarters to assist with the d evelopment of chapters in 13 states, and by conducting seminars regarding charit able estate planning to chapter board members and donors. AMERICAN RED CROSS, Washington, D.C., 2007 - 2008 American Red Cross is the world's premier emergency response organization, offer ing humanitarian care to the victims of war and aiding victims of devastating na tural disasters. Gift Planning Officer * Reporting to the American Red Cross' national headquarters, improved the gift planning processes for two chapters and national donors. * Identified and cultivated relationships with new and existing donors, resultin

g in the addition of 14 new planned gifts. THE UNIVERSITY OF TEXAS, Austin, Texas, 2004 - 2006 The University of Texas at Austin is one of the largest institutions of higher l earning in the United States and is the flagship institution of The University o f Texas System. Associate Director of Gift Planning * Prepared complex gift agreements, and assisted school attorneys with such agre ements, to ensure gift giving compliance at all local, state and federal levels. * Partnered with the university`s Central Development team and Campus-based Deve lopment team to enhance donor capacity in a campaign completed over goal in exce ss of $1.5 billion. * Managed an existing portfolio of 125 donors, while increasing it to 225 donors . * Spearheaded the updating of the existing database to a more efficient user-fri endly database, which improved the close rate by 25%. THE UNIVERSITY OF ILLINOIS FOUNDATION, Urbana, Illinois, 2001 - 2004 The University of Illinois Foundation is the official fundraising and private gi ft-receiving agency for the University of Illinois, with its corporate mission t o advance the interests and welfare of the University Trust Relations Officer/Planned Giving Advisor *Collaborated with a major proponent of the Moves Management System to implement the system which helps the prospective donor establish the ultimate gift from t he donor`s estate. * Served as the point-of-contact for over 150 donors. * Negotiated innovative agreements, resulting in substantial gifts for the $1.1 billion endowment and in a campaign that was completed over goal in excess of $1 .5 billion. Additional professional experience as Gift Planning Officer at Trinity Health Fo undation, Moline, Illinois; as Estate Planning Consultant at Farm Bureau Financi al Services, West Des Moines, Iowa; and as Director of Planned Giving at St. Amb rose University, Davenport, Iowa. ST. AMBROSE UNIVERSITY, Davenport, Iowa Masters of Business Administration with an emphasis in Accounting ST. AMBROSE UNIVERSITY, Davenport, Iowa Bachelor of Arts in Accounting ADDITIONAL EXPERIENCE Certified Financial Planner(R), College for Financial Planning, Denver, Colorado Adjunct Faculty: Western Illinois University, Macomb, Illinois and St. Ambrose U niversity, Davenport, Iowa Classes taught - Corporate Finance, Cost Accounting and Managerial Accounting. Habitat for Humanity International: a member of the homebuilding team in the jun gles of Puerto Escondido, Oaxaca, Mexico President: Rotary Club of Lakeway/Lake Travis District in Texas Increased membership by 10% within the first year as president and acquired a $3 00k ambulance for a lower income community in Matamoros, Mexico, through success ful fundraising functions. Also awarded $50,000 to a library and over $30,000 pe r year in scholarships, among supporting other projects. Member: Chicago Council on Planned Giving, Chicago, Illinois