Martha West
Director of Philanthropy Gift Planning @Covenant Living Communities and Services
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WORK HISTORY
Director of Philanthropy Gift Planning @Covenant Living Communities and Services
Minneapolis, MN, US
Director of Philanthropy and Gift Planning at Covenant LivingNational and campus leader responsible for cultivating and managing a strong culture of philanthropy to advance the organization’s mission with a focus on gift planning. Gift Planning Expertise:Secure gifts through bequests, charitable gift annuities, trusts, retirement plans, life insurance, and other giving vehicles; Develop and implement innovative strategies for annual fund and major gifts. Partner with the national team to develop comprehensive strategies for planned giving.Fundraising Oversight:Oversee all aspects of charitable giving, including annual funds, major gifts, and planned givingBuild relationships through daily interactions with residents to enhance engagement; Contributed to CRM conversion efforts and establish policies and procedures for philanthropic initiatives;Direct the identification, qualification, solicitation, and stewardship of major and planned gift prospects and donors.CHARITABLE GIFT PLANNING • Secured 25 gift intentions $2 million+ and $2 million+ realized planned gifts.• Increased board reserve fund by 15%.• Established metrics around gift planning goals. • Liaison with external financial institutions relating to gift planning. • Leveraged Crescendo Integrated Marketing for gift planning technology.• Maximized opportunities within database (Raiser’s Edge NXT) to identify new prospects.STRATEGIC FUND DEVELOPMENT• Established a moves management strategy for top 75 donors.• Raised annual fund giving from $30K to over $150K+.• Increased resident participation in annual fund by 50%.• Maximized 75% of identified donor potential.• Increased vendor contributions by 20% annually. • Collaborate with campus administration to secure funding for capital improvements.Contact: m••••••@covliving.org
EDUCATION
Georgetown University
New Strategies Business for Impact at the McDonough School of Business, Non-Profit/Public/Organizational Management
St. Catherine University
Master of Arts - MA, Theology
University of St. Thomas
Executive Education, Certified Fund Raising Executive
East Carolina University - College of Business
Bachelor of Science, Business Administration-Decision Science
ABOUT MARTHA WEST
As a philanthropy executive at Covenant Living, I lead national initiatives in gift…
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