Brigham Young University, Provo UT -- BA, English -- Magna Cum Laude - Hinckley Scholar
University of Georgia School of Law, Athens, GA -- Law
National University, San Diego, CA -- Business Management
Others: University of Hawaii, Utah State University, Idaho State University.
Participant: 30+ Major Institutional Advancement Seminars
Participant: AFP, CASE, CAIS, NAIS, NCPG, Planned Giving Roundtable of San Diego

Major Publications:

Cultivation & Acceptance of Planned Gifts, San Diego Hospice
Fundraising Handbook, Utah State University
Fundraising Handbook, Idaho State University
Regional Volunteers Handbook, Brigham Young University

Awards:

Direct Mail Campaign of the Year for Financial Support, Council for the Advancement and Support of Education

Time / Life Direct Mail Campaign of the Year, American Alumni Council

Expertise:

Administration -- Institutional Advancement, Alumni Relations, Fundraising Development, Admissions Marketing, Departmental Budgeting, Executive Support, Board Support.

Public Relations -- Persuasive writer, news releases, editor, speech writer, public speaker, photographer, computer graphics artist, individual and group presentations.

Fundraising Generalist -- Donor Research, Annual Fund, Giving Clubs, Major Gifts, Grant Proposal Writing, Planned Giving, Capital Campaigns, Development Publications, Board & Volunteer Coaching

Fundraising Specialties -- Major Gifts, Planned Giving

Focus -- Assess organization's advancement status, assess priorities, focus institutional resources on planning and meeting vital objectives, achieve mutually agreed-upon goals.

Integrity -- Extensive experience working with 501 (c)(3) organizational requirements; strict adherence to Association of Fundraising Professionals (AFP) Code of Ethical Principles and Standards of Professional Practice and Donor Bill of Rights.

Proficiencies -- PC, MAC, Word, Office, Paint Shop Pro, Crescendo, English, Mandarin Chinese, HTML and website management.

Institutional Advancement Achievements:

-- Increased fundraising results every year for eight years, beginning with a low of 23% increase in my first year to a record 94% increase in eighth year. Successfully supervised a staff of four.

-- Started with a $643,718 per year program. Increased to $1.12 million in FY 2000, and to $1.62 million in FY 2001. Successful team of two staff members.

-- Designed and implemented a variety of enhanced charitable gift programs, surveyed potential donors, improved computerized donor record systems, wrote and submitted 70+ grant proposals, with increases in gift results averaging 700 percent.

-- Started with a $300,000 per year program. First year = $765,000. Second year = $1.59 million. Third year = $2.38 million. Fourth year = $6.96 million. Successfully supervised a staff of six.

-- Started with a $1.5 million per year program. First year = $2.7 million. Second year = $5.1 million. Third year = $7.4 million. Successfully led a staff of nine.

-- Designed and implemented a new planned giving program, cultivated estate donors for $12 - $15 million each year in future planned gifts.