Philanthropic Operations Staff Responsibility

Data Development and Gift Processing

Will Reynolds

Director of Data Development

Rachael Isaacs

Data and Report Developer

Dustin Cooper

Data Developer

Brent Riley

Donor Services Manager

Kim Mitchell

Gift Processing Specialist

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Team Responsibilities

Contact Information:

859-985-3068
reynoldsw@berea.edu

Data requests, reports, and communication lists
Dashboard creation, maintenance, and training
CRM maintenance and customization
Adhoc query creation
Process improvements
Data imports
Technical support
Data Development Team supervision and project coordination

Contact Information:

Remote
isaacsr@berea.edu

Data requests, reports, and communication lists
Dashboard creation, maintenance, and training
CRM maintenance and customization
Adhoc query creation
Process improvements
Data imports
Technical support
Monthly, quarterly, and annual reporting
Gift Processing Team supervision

Contact Information:

859-985-3161
cooperd3@berea.edu

Data requests, reports, and communication lists
Dashboard creation, maintenance, and training
CRM maintenance and customization
Adhoc query creation
Process improvements
Data imports
Technical support
Create and maintain data privacy and security standards

Contact Information:

859-985-3012
rileyb@berea.edu

Process daily gifts
Supervise monthly and fiscal year balancing and closing
Record updates as related to gifts
Work with finance and philanthropy officers on donation adjustments
Collaborate with finance on designation creation
Supervise Gift Processing Associate

Contact Information:

859-985-3045
mitchellk@berea.edu

Process daily gifts
Maintain payroll deductions
Record updates as related to gifts
Collaborate with finance on designation creation

Berea Fund

Johanna Hall-Rappolee

Executive Director of Annual Giving

Daniela Pirela-Manares

Philanthropy Campaign Manager

Deloris Reed

Philanthropic Operations Manager

Andreea Teban

Associate Director of Digital Annual Giving

Skyler Tillman

Digital Communications Associate

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Team Responsibilities

Contact Information:

Legacy Hall, Office 206
859-985-3291
hallrappoleej@berea.edu

Responsibilities

• Crowd Fundraising Efforts

• Direct Mail Appeals

• Donor Acquisition

• Giving Day

• Donor Visits

• Supervise Daniela Pirela-Manares, Deloris Reed, Andreea Teban

Contact Information:

Legacy Hall, Office 207
859-985-3162
pirelamanaresd2@berea.edu

Responsibilities

• Students Philanthropy Program

• Reunion Giving Campaigns

• Peer-to-Peer

• Faculty/Staff Giving

• Student calling

• Berea Fund Student Worker Supervisor

Contact Information:

Legacy Hall, Office 203
859-985-3221
reedd@berea.edu

Responsibilities

• Production and Distribution of Direct Mail

• Bluegrass Printing Liaison

• Philanthropic Operations Budget

• State Registrations

• USPS Permits

• Craft Invoicing

• Mailing Supply Inventory (BREs, Response Cards, Letterhead, Envelopes, Stationary)

• Philanthropic Operations Retreat Planning

Contact Information:

Legacy Hall, Office 208
859-985-3770
tebana@berea.edu

Responsibilities

• Digital Fundraising Campaigns

• Email Delivery Platform

• Emails (Fundraising, Stewardship, Craft, New Alerts)

• ThankView

• Peer-to-Peer

• Text/SMS

• Donation Forms

• Give Website

• Giving Day

• Supervise Digital Communications Associate

Contact Information:

Legacy Hall, Office 214
859-985-4099
tillmans1@berea.edu

Responsibilities

• Emails (Fundraising, Stewardship, Craft, Pine Croft)

• ThankView

• Double the Donation

• Text/SMS

• Donation Forms

• Give Website

Donor Experiences and Services

Mindy Townsend

Executive Director of Donor Experiences and Services

Caleb Luikham

Donor Communications Manager

Jason Proctor

Donor Experiences Manager

Zachary Scott

Donor Services Associate

Tammy Elam

Donor Relations Coordinator

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Team Responsibilities

Contact Information:

Legacy Hall, Office 225
859-985-3856
townsendm@berea.edu

Responsibilities

• Donor Recognition

• Giving Societies

• Gift Agreements

• Daily Deposit Administration

• Supervise Caleb Luikham, Jason Proctor, Tammy Elam, Zach Scott

Contact Information:

Legacy Hall, Office 222
859-985-4097
luikhamc@berea.edu

Responsibilities

Berea Fund appeal writing
Student Story Archive interviews and management
The Circle writing
Stewardship Communication Projects
Supervise BereaCorps role (currently vacant)

Contact Information:

Legacy Hall, Office 224
859-985-7462
proctorj@berea.edu

Responsibilities

• Endowed and Current Use Fund Reporting

• Gifts in Kind

• Glass Block Recognition

• Tree and Bench Gifts

• Descendants Initiative

Contact Information:

Legacy Hall, Office 231
859-985-????
scottz3@berea.edu

Responsibilities

• Mail Pickup and Distribution

• Gift and Non-Gift Indexing

• CDS Shipments

• Missing gift inquiries

Contact Information:

Legacy Hall, Office 204
859-985-3046
elamt@berea.edu

Responsibilities

• Receipt Generation, Printing, and Mailing

• Biannual Pledge Reminder Letter Process

• Biannual Trustee Letter Process

• Campus Visit Packages

• Stewardship Communications

Prospect Management and Data Services

Kelly Embry

Director of Prospect Management and Data Services

Sue Jennings Johns

Donor Communications Manager

Jenn Meier

Prospect Management and Data Services Analyst

Brittney Morris

Associate Director of Prospect Management

Team Responsibilities

Contact Information:

859-985-3058
embryk@berea.edu

Responsibilities

Assignment Changes
CRM Optimization
Data Cleanup Projects
Data Governance
Process Improvement
Record Maintenance/Updates
Reporting and Analytics
Research Requests

Contact Information:

859-985-3013
johnss@berea.edu

Responsibilities

Biographical Data Verification & Updates
Constituent Record Management
CRM Administration & Optimization
Data Quality, Testing & Cleanup
Data Requests, Research & Special Projects
Gift Adjustment Processing
Institutional & Trustee Record Maintenance
System Documentation, Training & Support
Technology & Access Coordination

Contact Information:

859–985-3074
meierj@berea.edu

Responsibilities

• Alumni & Affiliation Administration

• Constituent & Donor Record Management

• Contact & Engagement Tracking

• Data Quality & Cleanup Initiatives

• Financial Adjustment Processing

• Gift Screening & Prospect Qualification

• Organization Record Management

• Prospect Identification & Assignment Management

• Record Creation, Merges & Updates

Contact Information:

859–985–3030
morrisb@berea.edu

Responsibilities

Assignment Change Requests
Data Cleaning & Standardization Projects
Prospect Management Strategy & Support
Research Requests (Internal and external)
- Award Candidates
- Contact Information
- Due Diligence
- Events
- Genealogical/Descendants Projects
- Philanthropy Support

Director of Prospect Management and Data Services

859-985-3058
embryk@berea.edu

Data Responsibilities

• Assignment Changes

• CRM Optimization

• Data Cleanup Projects

• Data Governance

• Process Improvement

• Record Maintenance/Updates

• Reporting and Analytics

• Research Requests

Candis Arthur

Responsibilities

Associate Vice President for Philanthropic Operations

Oversee Annual Giving, Prospect Management and Data Services, Data Development and Gift Processing, and Donor Experiences and Services
Donor acquisition and retention
Process improvement and operational planning
Data privacy, security, and risk management
Departmental budgets and financial reporting