Sharon Hathaway Forrest
Employment Opportunity Presentation
General Overview of Capabilities
Prepared for
General Organizations
In Consideration of
Strategic Global Organizational Development
November 2011
CAMPAIGN MANAGEMENT
What I have to offer:
Fiscal Management & Associated Campaign Involvement
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Administer & monitor development budgets in addition to integration of
organizational policies, procedures, and strategic plans.
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Georgetown University – Lauinger Library
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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
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$1B+ Georgetown Third Century Campaign: “The Third Century Campaign has had a
$238M endowment
$27.4M Foundation budget
$50M in grantmaking and community relations
Physicians For Peace
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$5M+ endowment
$6.4M income ($291K G&A – FY 2003)
$125,000+ fundraising budget (FY 2003)
(largest in metro DC area - 2004)
What I have to offer:
Fiscal Management & Associated Campaign Involvement
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Administer & monitor development and alumni budgets in addition to
integration of organizational policies, procedures, and strategic plans.
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Georgetown University – Women in International Security
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$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
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Public/Private Partnerships
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Virginia
Virginia
Virginia
Virginia
Lottery Solicitation
Chambers of Commerce
Community Colleges
Higher Education Institutions
Launch of Commonwealth Scholars ($300,000 federal grant)
 Sponsorships for Launch Event with VA Governor
FUNDRAISING – MAJOR GIFTS
What I have to offer:
Experienced Development – Major Donors
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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
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Coaching Board & Volunteer Participation & Committee Development
Georgetown University
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Participation on University-Wide Stewardship Committee
Participation on University-Wide Alumni Activities Committee
Previous Position:
Director, International Development
Major Achievements – Major Donors
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The Year-End/Annual Campaign
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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 year’s 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)
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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)
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Corporate Solicitations
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Initiated Relationships through Chairman’s Office of Major Corporations
– Example: Abbott Laboratories, Director of Global Citizenship
– Example: Oscar de la Renta
– Example: Sumner Redstone, Viacom
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Created Solicitation Package for Corporate Sponsorship of BOT-led event
– Secured Presenting Sponsorship ($5K) from local banking leader
Previous Position:
Assistant Director for Development Activities
GU Lauinger Library
Major Achievements – Major Donors
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Stewardship of Major Donors ($50K - $2M)
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Development Events: Complex Communications Platforms
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Casey & McIlvane Endowed Lecture Fund: Webcast Development
Gelardin New Media Center: Ribbon-Cutting Ceremony
D’Arcy Memorial Bust: Dedication/Reception for Donors
Robbin Collection: Dedication/Reception
Library Associates’ London Event
University’s Stewardship Committee
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
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New Board Meeting Book – used by University Librarian in her first discussion
with the University’s new Provost
Innovative Invitations and Program Booklets
DEVELOPMENT SUPPORT
Previous Position:
Assistant Director for Development Activities
Essential Functions
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Annual Fund/Fundraising –
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Serve as primary contact for the Library Associates, the Library’s 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 Library’s $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.
Previous Position:
Assistant Director for Development Activities
Essential Functions
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Marketing –
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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.
Previous Position:
Assistant Director for Development Activities
Essential Functions
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Events Management –
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Plan, manage, coordinate, organize, and implement all aspects of bimonthly 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.
Previous Position:
Assistant Director for Development Activities
Essential Functions
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Library Advisory Council –
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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 Council’s Library Associates’ Subcommittee.
Previous Position:
Assistant Director for Development Activities
Essential Functions
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Stewardship –
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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 University’s 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.
OPERATIONS MANAGEMENT
Previous Position:
Prospect Manager, Regent University
Management Competencies Developed
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Proactive Prospect Research & Management
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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
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Prospect Wealth & Affinity Assessment
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Initiated Analysis of Board of Directors’ Circles of Influence
Created Circles of Influence Network Mapping (MS Visio)
Event Management & Networking
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Redesigned Profile Reports for Special Events/Projects
Analyzed Event Networking Opportunities for Directors of
Advancement
Previous Position:
Director, International Development
Management Competencies Developed
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Development Oversight
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Initiated and Led Development Staff Reporting Paradigms
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Offline Database Management
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Major Gifts Officer
Grant Writer
Database Manager
Liaison with Program Staff
Designed Donor Acknowledgement/Stewardship Paradigm
Event Management
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Structured Corporate Sponsorship Paradigms
Initiated Development Events – United Nations
Embassy Events
Previous Position:
Director, International Development
Management Competencies Developed
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Online Donor/Volunteer Management
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Offline Database Management
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Initiated and Led Staff Implementation Committee
Negotiated with Vendors
Reported to Board with request for funding, which was approved
Designed Donor Acknowledgement/Stewardship Paradigm
Event Management
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Structured Corporate Sponsorship Tables
Initiated Development Events – United Nations
Embassy Events
Previous Position:
Assistant Director for Development Activities
Development & Management Competencies Developed
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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 Library’s
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
What I have to offer:
Seasoned Development
Knowledgeable in Corporate & Foundation Philanthropy
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Development Activities – The Full Spectrum
 Strategic Planning and Operations Management
 Direct Mail & Donor Programs
 Coordinated Communications Projects/Programs
 Large Campaigns & Small Initiatives
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Training and Use of Donor Databases (Raiser’s Edge, GAMBIT, Banner)
 Board Development (Involvement in Fundraising)
Grantseeking and Grantmaking
 Perspective: Both Sides of the Coin
 Foundation Center’s Grantmaking/Grantseeking Seminars
 Freddie Mac Foundation’s Outcomes Based Grantmaking
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Georgetown’s Third Century Campaign
Georgetown Library Case Statement
Office of Alumni & University Relations’ Stewardship Working Group
Office of Corporate & Foundation Relations, Office of Sponsored Program’s
Proposal Writing Workshop
Council for Advancement and Support of Education’s (CASE), “Campaign
Communications: Marketing the Opportunity to Give”
Previous Position: Chief of Staff
Management Competencies Developed
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Human Resources Management
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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
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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)
CEO’s 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)
Liaison with Consultants for Organizational Efficiency
The Perfect Mix
for Effective Management
Executive Management that Enables Innovation
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“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)
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“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)
Selected Quotes continued:
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Managerial Effectiveness
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“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
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“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.”
Selected Quotes continued:
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Organizational Management – Administrative
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“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
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“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.”
STRATEGIC PLANNING
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 likeminded 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
The Perfect Evolved Mix
for Development of Creative Alliances
Visionary Leader & Strategic Thinker
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“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
“here’s a problem, what do you want me to do?” She is a problem solver.”
--- David J. Robinson, COO, Freddie Mac Foundation
Quotes form Employee Performance and
Development Summary as Chief of Staff
Made 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.”
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Personal Effectiveness
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“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.”
What I have to offer:
Executive 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