Sharon Hathaway Forrest

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Sharon Hathaway Forrest

• Employment Opportunity Presentation General
  Overview of Capabilities
• Prepared for
• General Organizations
• In Consideration of
• Strategic Global Organizational Development

November 2011
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Campaign Management
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What I have to offerFiscal Management
Associated Campaign Involvement

• Administer monitor development budgets in
  addition to integration of organizational
  policies, procedures, and strategic plans.
• Georgetown University Lauinger Library
• 1B Georgetown Third Century Campaign The
  Third Century Campaign has had a tremendous
  impact on the Annual Fund. Between 1995 and 2003,
  annual giving to Georgetown more than doubled,
  rising from 8.5 million to 20 million.
• 30M overall campaign goal for the Lauinger
  Library (250,000 annual fund)
• 100,000 budget for external relations activities
  
• Freddie Mac Foundation
• 238M endowment
• 27.4M Foundation budget
• 50M in grantmaking and community relations
  (largest in metro DC area - 2004)
• Physicians For Peace
• 5M endowment
• 6.4M income (291K GA FY 2003)
• 125,000 fundraising budget (FY 2003)

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What I have to offerFiscal Management
Associated Campaign Involvement

• Administer monitor development and alumni
  budgets in addition to integration of
  organizational policies, procedures, and
  strategic plans.
• Georgetown University Women in International
  Security
• 400,000 annual campaign goal to offset loss of
  Ford Foundation funding
• 25,000 goal per board director
• New strategic fundraising to involve board of
  directors and their circles of influence,
  particularly corporate/foundation relationships
• Virginia Career Education Foundation
• Public/Private Partnerships
• Virginia Lottery Solicitation
• Virginia Chambers of Commerce
• Virginia Community Colleges
• Virginia Higher Education Institutions
• Launch of Commonwealth Scholars (300,000 federal
  grant)
• Sponsorships for Launch Event with VA Governor

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Fundraising major gifts
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What I have to offerExperienced Development
Major Donors

• Identification, Cultivation Solicitation
• Annual Capital Campaign Management
• Influenced by Early Career in Television/Radio
  and Political Campaigns
• Advanced Prospect Research and Management
• Sophisticated Strategic Communications/Mixed
  Media Platforms
• High-Profile Event/Media Management
• Complex Relationship /Circles of Influence
  Mapping Moves Management
• Superior Understanding of Foundation Corporate
  Relations
• Stewardship
• Enhanced Strategic Event and Networking
  Management
• Coaching Board Volunteer Participation
  Committee Development
• Georgetown University
• Participation on University-Wide Stewardship
  Committee
• Participation on University-Wide Alumni
  Activities Committee

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Previous Position Director, International
Development

• Major Achievements Major Donors
• The Year-End/Annual Campaign
• Designed Executed Leadership Campaign that
  Leveraged Matching Gift (300K) by Two Board of
  Trustees Members
• Generated over 680K (twice as much as the whole
  previous years unrestricted funds in just three
  months) cumulative over six months 800,000
• Single largest gift in the history of the
  organization to date by an individual (300K)
• Solicited and Created Mini-Campaigns to BOT
  Members Circle of Influence
• Designed Nested Mail Campaigns that garnered
  85K over a 3-month period (over four times the
  highest total for a single PFP mail campaign)
• Major Donors to the Leadership Campaign
• 300K 100K 50K 25K (three) 10K 7.5K
  5K (four) 2.5K (four)
• Corporate Solicitations
• Initiated Relationships through Chairmans Office
  of Major Corporations
• Example Abbott Laboratories, Director of Global
  Citizenship
• Example Oscar de la Renta
• Example Sumner Redstone, Viacom
• Created Solicitation Package for Corporate
  Sponsorship of BOT-led event
• Secured Presenting Sponsorship (5K) from local
  banking leader

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Previous Position Assistant Director for
Development ActivitiesGU Lauinger Library

• Major Achievements Major Donors
• Stewardship of Major Donors (50K - 2M)
• Casey McIlvane Endowed Lecture Fund Webcast
  Development
• Gelardin New Media Center Ribbon-Cutting
  Ceremony
• DArcy Memorial Bust Dedication/Reception for
  Donors
• Robbin Collection Dedication/Reception
• Library Associates London Event
• Universitys Stewardship Committee
• Development Events Complex Communications
  Platforms
• Inaugural Webcast with Internet Platform
• Business Card Sized CD with video of University
  Librarian
• Major Donor and Executive (University Librarian)
  Satisfaction
• Identified and Negotiated with Vendors
• Presentation before Library Executive Board
• Execution and Management of Webcast Side Events
  
• Development Publications
• New Board Meeting Book used by University
  Librarian in her first discussion with the
  Universitys new Provost
• Innovative Invitations and Program Booklets

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Development support
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Previous Position Assistant Director for
Development Activities

• Essential Functions
• Annual Fund/Fundraising
• Serve as primary contact for the Library
  Associates, the Librarys annual fund base, which
  is a group of more than 1,000 donors to the
  Library.
• Responsible for day-to-day management of the
  program
• Develop familiarity and strong associations with
  donors to emphasize the importance of supporting
  the Library.
• Identify donors for major gift cultivation.
• Manage budget of 100,000 for external relations
  activities.
• Assist in achieving annual fund goal of
  approximately 250K, which is part of the
  Librarys 30M overall campaign goal.
• Serve as the annual fund liaison to the Office of
  Alumni and University Relations for the Library.
  
• Ensure that all donations sent directly to the
  Library are deposited into appropriate accounts
  as requested by donor and send acknowledgements.
  
• Send reminder letters on a monthly basis to
  Library donors on the 12th month anniversary of
  their gift.

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Previous Position Assistant Director for
Development Activities

• Essential Functions
• Marketing
• Coordinate efforts with the University Librarian
  and DOD on marketing strategies, public relations
  decisions, advertising strategies and
  solicitation mailings to increase visibility and
  membership base of the Library Associates.
• Create advertisements for local papers and
  write/edit all Library Associates articles for
  the quarterly Associates newsletter and a variety
  of Georgetown publications.
• Organize and coordinate mailings to graduating
  seniors, parents of alumni and current students,
  Library Associates quarterly newsletter, and
  invitations to all Library Associates events.
• Increase awareness of Library within and outside
  of the University.

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Previous Position Assistant Director for
Development Activities

• Essential Functions
• Events Management
• Plan, manage, coordinate, organize, and implement
  all aspects of bi-monthly Library Associates
  events to promote the visibility of the Library
  in an effort to cultivate and steward Library
  donors and prospects, as well as alumni,
  volunteers, and friends of the University.
• Coordinate featured speakers, receptions,
  special dinners, exhibit receptions, open houses,
  reunion weekends (library events only), and John
  Carroll Weekend (library events only), benefits,
  and auctions.
• Responsible for all logistics for events which
  take place around the world invitation design
  and lay-out, printer, caterer, florist, hotel,
  restaurant, parking facilitator, audio service,
  photographer, Public Relations Office, desktop
  publisher, mailing services, and various other
  outside and inside vendors to ensure and
  organized and successful event.
• Conduct follow-up work related to event, e.g.,
  appropriate acknowledgements to all attendees,
  speakers and hosts. Ensure that appropriate
  records are entered into Gambit.
• Represent the Library at the OAUR Regional Events
  Staff Working Group.

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Previous Position Assistant Director for
Development Activities

• Essential Functions
• Library Advisory Council
• Staff, plan and organize activities for the
  Library Advisory Council, a 50-member volunteer
  board.
• Responsibilities include planning semi-annual
  council meetings to strategize about goals for
  the growth and health of the Lauinger Library.
• Maintain constant and effective communication and
  stewardship of the members throughout the year to
  ensure increased commitment to and involvement
  with the Library.
• Coordinate efforts with the University Librarian
  and other necessary staff members to ensure the
  creation of agendas, meetings,and conference
  calls.
• Staff, plan, and organize the Councils Library
  Associates Sub-committee.

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Previous Position Assistant Director for
Development Activities

• Essential Functions
• Stewardship
• Responsible for the coordination of stewardship
  efforts for University Librarian and Director of
  Development, especially as they relate to annual
  fund gifts.
• Responsible for planning and executing special
  donor recognition initiatives.
• Implement plan that creates an environment in
  which every contribution and contributor is
  appreciated and acknowledged.
• Interact frequently with the Universitys gift
  accounting staff in order to ensure that accurate
  information is captured and clearly communicated
  for inclusion in acknowledgement letters.
• Responsible for the timely, accurate, and
  acknowledgement of donors to Georgetown
  University.
• Organize and coordinate with OAUR mailings to
  graduating seniors parents of alumni and current
  students Library Associates quarterly
  newsletter library annual reports renewal
  letters, and invitations to all Library
  Associates events.
• Represent the Library at the OAUR
  Stewardship/Donor Relations Working Group.

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Operations management
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Previous Position Prospect Manager, Regent
University

• Management Competencies Developed
• Proactive Prospect Research Management
• Revamped Prospect Research System
• Researched and Negotiated with Vendors
• Reported to Board with request for funding, which
  was approved
• Worked with Legal, IT, and Advancement Executives
  and Directors of Advancement to implement new
  system integrating into existing moves management
  system and new wealth analysis and data mining
  findings
• Prospect Wealth Affinity Assessment
• Initiated Analysis of Board of Directors Circles
  of Influence
• Created Circles of Influence Network Mapping (MS
  Visio)
• Event Management Networking
• Redesigned Profile Reports for Special
  Events/Projects
• Analyzed Event Networking Opportunities for
  Directors of Advancement

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Previous Position Director, International
Development

• Management Competencies Developed
• Development Oversight
• Initiated and Led Development Staff Reporting
  Paradigms
• Major Gifts Officer
• Grant Writer
• Database Manager
• Liaison with Program Staff
• Offline Database Management
• Designed Donor Acknowledgement/Stewardship
  Paradigm
• Event Management
• Structured Corporate Sponsorship Paradigms
• Initiated Development Events United Nations
• Embassy Events

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Previous Position Director, International
Development

• Management Competencies Developed
• Online Donor/Volunteer Management
• Initiated and Led Staff Implementation Committee
• Negotiated with Vendors
• Reported to Board with request for funding, which
  was approved
• Offline Database Management
• Designed Donor Acknowledgement/Stewardship
  Paradigm
• Event Management
• Structured Corporate Sponsorship Tables
• Initiated Development Events United Nations
• Embassy Events

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Previous Position Assistant Director for
Development Activities

• Development Management Competencies Developed
• Advancement Activities Responsible for the
  development, organization, coordination, and
  implementation of external relations for the
  Lauinger Library, with the focus on the Library
  Associates (the Librarys membership group for
  more than 1000 supporters and its Annual Fund
  base).
• Board Facilitation/Relationship Building
  Responsible for the coordination and execution of
  bi-monthly Library Associates and other special
  events, management of the Library Advisory
  Council (external board) meetings, internal and
  external marketing of the Library Associates
  Program, donor stewardship and other activities
  as required.
• Supervision - One Work-Study Student

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What I have to offer Seasoned Development Knowled
geable in Corporate Foundation Philanthropy

• Development Activities The Full Spectrum
• Strategic Planning and Operations Management
• Direct Mail Donor Programs
• Coordinated Communications Projects/Programs
• Large Campaigns Small Initiatives
• Georgetowns Third Century Campaign
• Georgetown Library Case Statement
• Office of Alumni University Relations
  Stewardship Working Group
• Office of Corporate Foundation Relations,
  Office of Sponsored Programs Proposal Writing
  Workshop
• Council for Advancement and Support of
  Educations (CASE), Campaign Communications
  Marketing the Opportunity to Give
• Training and Use of Donor Databases (Raisers
  Edge, GAMBIT, Banner)
• Board Development (Involvement in Fundraising)
• Grantseeking and Grantmaking
• Perspective Both Sides of the Coin
• Foundation Centers Grantmaking/Grantseeking
  Seminars
• Freddie Mac Foundations Outcomes Based
  Grantmaking

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Previous Position Chief of Staff

• Management Competencies Developed
• Human Resources Management
• Administrative Assistance Needs Review
• Administrative Assistants as Direct Reports
  (mentored by COO)
• Led Administrative Assistants Committee
• Training for New Managers Corporate-wide
  Management Retreat with new CEO
• Training in Retention Management
• Foundation Operational Management
• Change Management (assist new COO inaugural and
  staff meetings)
• Chief of Staff attended Executive Meetings with
  four Directors
• Managers Committee Member (Assisted Director of
  Communications)
• CEOs Strategy Committee Member (Assisted
  Director of the Foundation)
• Developing Roles Responsibilities Job
  Descriptions
• Coordinating Department Employee Performance
  Reviews
• Strategic Financial Management (Spending/Investing
  Endowment) assist COO
• Planning/Budgeting assist COO
• Reporting to CEO and Freddie Mac corporation
  assist COO
• Benchmarking with other Foundations (research and
  reporting)

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The Perfect Mix for Effective Management

• Executive Management that Enables Innovation
• She helps her colleagues in management and
  others throughout the department function more
  effectively and efficiently i.e., she helps the
  rest of us work toward being the best that we can
  be, and that is high praise indeed. (FMF)
• Her passion, her enthusiasm and her commitment
  all combine in a most unique way to propel an
  organization into levels of excellence previously
  considered unattainable. (PFP)

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Selected Quotes continued

• Managerial Effectiveness
• Sharon has also taken on several project
  management assignments, and she has proven adept
  at managing time, meeting deadlines, organizing
  work, and delivering quality results.
• Organizational Management
• Meeting management support superb work here.
  In fact, she is much more diligent and timely in
  providing support than the various management
  teams are in cooperating. I rely on her heavily
  in this role.
• Performance reporting Sharon has picked up
  this assignment from another section and given it
  her own signature. She is creative, thorough and
  thoughtful, often seeing connections and issues
  and nuances that the rest of us miss.

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Selected Quotes continued

• Organizational Management Administrative
• I will add that her project management and
  research skills and attention to detail have
  served her and her colleagues very well in this
  role. She very carefully and deliberately
  defined the work, assigned the work, scheduled
  the work, evaluated the results, communicated
  expectation and provided feedback in a timely
  manner. It is a tough job done well.
• Organizational Environment
• I have given high marks to the Organizational
  Environment Committee for their first six months
  of work together, and Sharon shares in that
  success. I know her to have been a proactive,
  dedicated and thoughtful contributor to the work
  of the Committee.

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Strategic planning
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What I have to offer

• Sharon clearly understands the many facets of
  fundraising, from annual giving to sponsorships
  to event planning. But where Sharon really
  excels is in cultivating an extraordinary network
  of like-minded organizations to work together for
  the common good. Her passion, her enthusiasm,
  and her commitment all combine in a most unique
  way to propel an organization into levels of
  excellence previously considered unattainable.
• Brig. General Ron Sconyers (ret.),
• CEO, Physicians For Peace

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The Perfect Evolved Mixfor Development of
Creative Alliances

• Visionary Leader Strategic Thinker
• Sharon has extraordinary vision and her out of
  the box thinking can really force an
  organization to think beyond the norm. She has
  helped PFP realize that our own image was less
  than it should be, helping us to better define
  ourselves in the global marketplace.
• --- Brig. General Ron Sconyers (ret.), CEO,
  Physicians For Peace
• She always adds value beyond process and form
  she is a substantive thinker, an out of the box
  thinker, and a thought leader on many issues.
  She identifies an issue, she formulates a
  proposed solution, she develops the solution, and
  then she presents the solution none of this
  heres a problem, what do you want me to do?
  She is a problem solver.
• --- David J. Robinson, COO, Freddie Mac
  Foundation

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Quotes form Employee Performance and Development
Summary as Chief of StaffMade by David Robinson,
COO

• Sharon shows uncommon initiative and
  resourcefulness in her work, and she has been
  willing to take on any and all assignments and
  pursue them with vigor and determination.
• Personal Effectiveness
• Sharon is definitely a leader in researching and
  sharing best practices across a broad spectrum of
  issues. She is quite proactive in gathering,
  analyzing and sharing information, whether it
  pertains to her specific job duties or not.
• She is willing to work with others, either
  taking the lead or serving as a team member as
  required, and frequently doing what I would call
  more than her fair share when it comes to
  offering ideas, taking on extra work, helping
  others with problems.

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What I have to offerExecutive Management that
Enables Innovation

• Innovative, Strategic Thought
• Visionary Thinking out the Box
• Passionate and Proactive
• Broad International Experiences/Viewpoint
• Often see interrelationships that others do not
  see (to id partners/donors)
• Intellectual/Substantive Approach Research
  Supported/Competitive Intel
• Organizational Effectiveness
• Management Experience
• Sensitivity to Staff/HR Issues the
  Organizational Environment
• Experience Implementing Best-in-Class
  Operational Infrastructure
• Relationship Building
• Developing Strategic Alliances Networking
• Non-Profit Board Effectiveness
• Major Donors
• High-Profile Personalities, including Motion
  Picture Industry
• Political Insights from Political Experiences

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Sharon VT
The Perfect Mix at The Perfect Time For
Strategic Global Development