Sherry Forzley

Sherry Forzley



Stewardship | Marketing & Promotional Programs | Team Leadership & Motivation

Budget Management | Strategic Direction | Event Planning | Grant Writing & Proposal Development

Fundraising Campaigns | Interdisciplinary Collaboration | Strategic Partnership Cultivation & Management

Innovative and results-proven professional, with superior fundraising, event planning, and project management competencies that facilitate the attainment of program objectives. Conceptualize, plan, orchestrate, and deliver highly effective initiatives and annual appeals that exceed donation goals. Pursue funding from diverse sources, including local businesses, individuals, and grants. Notable track record of leveraging power of persuasion and negotiation skills, to recruit and solicit volunteer participation from influential individuals and corporations. Exhibit perseverance to maintain and grow donations despite challenging economic environments. Apply creative stewardship to retain and grow relationships. Regarded for commitment to excellence, honesty, integrity, and high ethical standards, resulting in enduring strategic partnerships and personal relationships.

Professional Development

Professional Affiliations: Kiwanis International | Reach Out Steering Committee, Memorial Club | Fundraising Committee, Mishawaka Education Foundation| Fundraising Committee, Talk With You Baby Task Force

Leadership: Officer, Kiwanis International Radio Days | NxLevel Instructor, Small Business Development Center

Training: Foundation Center's Building a Fundraising Plan | IEG Conference & Webinar Series | Tom Peters Well Wizards School on Innovation & Methodology | Seven Habits of Highly Effective People | Fundraising 101, Association of Healthcare Professionals (AHP)

Computer Skills:

Microsoft Office Suite | Raiser's Edge | WealthEngine | Active Staffer

Work History

Work History
2008 - 2010

Development Officer


Championed the establishment of new corporate sponsors of the Memorial Health Foundation; generated charitable contributions in support of Memorial Children's Hospital and HealthWorks! Kid's Museum through extensive relationship building. Researched, prospected, and solicited donations from local businesses and corporations. Identified synergies between business goals and Foundation programs. Managed a database of 3,000 businesses, with 450 active supporters; distributed communications to promote events. Designed annual fundraising plan and annual appeal; developed sponsorship packages and collaborated with a grant writer to solicit corporate-based foundations. Represented organization at local events and community outreach initiatives.

Initiated Architecting Healthier Communities, a prospecting tool that provided small and mid-sized businesses an opportunity to donate funds in $100 to $5,000 increments; applied moves management methodology to grow relationships into larger supporters and provided a platform to introduce philanthropy. Donations were used to fund student programming.

Generated $11,000 from eight new relationships in the first year; renewed seven out of the eight in the second year, and acquired three new supporters, which resulted in $14,000 in donations from the Architecting Healthier Communities initiative, which became part of the annual appeal. 

Secured a $113,000, two-year commitment from PNC Bank; wrote proposal, maintained budget, submitted grant, oversaw primary volunteer initiative, and managed relationship. 

Maintained local relationship with Kohl's that donated $90,000 annually; managed employee volunteer program that produced additional grant funding of $1,000 in 2008; $5,000 in 2009; and $4,500 in 2010.

Hosted a mobile learning adventure and School Years to Cool Careers events in partnership with PNC Bank, local mall, Tribune newspaper, and Comcast cable; recruited local community members to speak about their careers to promote professional goals to elementary students.

Launched Grow Up Great program, a Halloween-themed event held in the childbirth waiting room at the hospital; received outstanding support, attendance, and publicity from TV and newspapers.

Acquired three new curriculum sponsors for HealthWorks! Kid's Museum with 100% renewal rate. 

Completed a week-long visit to Children's Hospital of Atlanta; met with patient liaison, event planning and corporate giving officers, and pediatric research oncologist; gathered market research and best practices to enhance operations, strategy, efficiency, and overall success.

2006 - 2008

Small Business Banking Officer


Provided small business banking services for customers in three branches, including loans, deposits, and ancillary services for new clients. Conducted relationship and account management to retain existing customers.

Secured $23 million in new loans and deposits through networking, prospecting, and enhancing existing relationships. Grew marketshare throughout the region.

2004 - 2006

Merchant Services Sales Consultant


Performed B2B sales for seven branches; fielded prospect inquires, opened new accounts, and troubleshot terminal/software issues. Served as subject matter expert (SME) on Internet, value added reseller, retail, and restaurant solutions. Partnered with loan officers and business bankers to uncover cross-selling opportunities.

Cultivated new relationships and grew marketshare in Chicago and surrounding suburbs through sales and marketing initiatives.

2002 - 2004

Small Business Banking Officer


Managed high-volume customer service inquires. Conducted credit risk assessment and analyzed interim statements prior to approving loans. Passed Indiana State Health and Life Insurance Licensing Exam.

Promoted traditional and Small Business Administration (SBA) lending and B2B financial products; identified cross-selling opportunities; increased business loans and deposits outstanding, consistently achieving goals throughout nine branches. 

Spearheaded corporate rebranding in response to a disorganized merger. Rebuilt customer relationships through trust and exemplary service-oriented approach to improve retention.



Completed 121 hours toward a Bachelor of Science


Candidate, Bachelor of Arts