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Summary

  • More than six years of supporting fundraising software system such as Raiser's Edge, NetCommunity, Researcher's Edge, Information Edge (data warehouse) and Crystal Report.
  • Develop websites for team fundraising, event registration, & personal fundraising pages.
  • Develop reports in Crystal Report software for management to make sound fundraising decision. 
  • Worked as an Independent Consultant on a parttime basis helping clients developing fundraising systems, integrating Raiser's edge and NetCommunity, designing reports and training staff. 
  • Experienced in gift processing operation & best practices, setting up audit mechanism for accurate data entry, donor data protection and analyze & understand donor intent.

Work experience

May 2010Present

Director of Financial Development Systems

YMCA of Greater Twincities
  • Maintain, troubleshoot and provide technical support for Raiser's edge, NetCommunity, Crystal Reports and Information Edge data warehouse application
  • Supervise gift/data processing team and provide guidance
  • Conduct prospect researching through analytical tools (Researcher's Edge) for senior development staff to follow up potential prospects that have the capacity and interest to donate to the cause.
  • Serve as the primary lead person that resolves donor concerns.
  • Design and developed fundraising pages with NetCommuntiy
  • Develop high-end fundraising reports in Crystal Report for senior management
  • Train staff in fundraising application software and gift processing
  • Developed a procedure for Raiser's edge donor stewardship module (Action) and trained portfolio managers on how to record donor correspondence in the system.
Apr 2011Present

Independent Fundraising systems/business consultant

Consultant/Self
  •  Help non-profit organizations setup, integrate & streamline their Raiser’s Edge and NetCommunity systems in Minneapolis-St. Paul Metropolitan area.
  • Improve clients’ business process and train staff to achieve their fundraising goals.
Mar 2008May 2010

Donor Database Administrator

Children’s Hospital & Clinics of Minnesota
  • Maintained the Raiser’s edge applications in a hosted environment.

  • Developed fundraising & financial reports in Crystal Report for management team.

  • Setup user security privileges for both Blackbaud hosted Citrix & Raiser’s edge.

  • Provided application support to staff & conduct periodic group/one-to-one training.

  • Created complex Queries, Canned reports, export, and Mail merge for staff.

  • Coordinated system upgrades & scheduled the software troubleshoots by the vendor.

  • Conducted database audit with complex queries/reports to catch any data entry errors.

  • Reorganized system tables to remove/merge duplicates to maintain database consistency.

May 2005Mar 2008

Database Manager/Analyst

Metropolitan State University
  • Administered Raiser’s edge, Netsolution, Financial edge and Researcher’s edge.

  • Integrated Raiser’s edge gift processing apps with Financial Edge (accounting system).

  • Designed queries, Crystal Reports & canned reports for managements staff

  • Served as a technical coordinator/project manager for upgrades and new software install.

  • Streamlined gift processing by creating procedural manual for gift entry staff.

Education

Aug 2004Aug 2007

BA

Metropolitan State University

Skills

Researcher's Edge
Information Edge (data warehouse)
Crystal Report
 
NetCommunity
 
Raiser's Edge software