Juliana M. Weissbein, CFRE 

Houston, TX | LinkedIn

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Nonprofit Leader 

 

Highly motivated, results-driven nonprofit leader who operates from a fundamental belief that an agile strategy, continued focus on a strong mission and data-driven insights can enable big and bold ideas producing measurable results and impact. Expertise in designing strategic solutions and systems to solve complex problems, cultivating partnerships, increasing revenue, optimizing stewardship practices and donor program design, implementation and measurement. Passionate about cultivating dynamic and inspirational leadership, collaboration, team building and staff development. Ongoing commitment to learning and innovation. 

 

Selected Accomplishments and Project Narratives: 

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• Leadership: Direct a results and data-driven team responsible for ensuring that annual goals are achieved, while consistently innovating and testing strategies to increase donor engagement and retention.

• Program Development: Conceptualized, developed and produced effective results within inaugural mid-level donor program designed to steward constituents through pipeline to major donor level.

• Driving Results: Exceeded inaugural program revenue goal by ~20% and produced additional $20K for the major donor program. Increased revenue from young donor program by ~700% netting over $50K.

• Process Improvement: Internal and industry audit of the proliferation of third party aggregators to aid in streamlining reprojections, increasing revenue and easing revenue forecasting.

• Commitment to Data: Built data-driven processes across the institution, resulting in a company-wide optimization of our CRM system and loyalty-driven communications.

 

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Professional Experience 

 

Planned Parenthood Federation of America – National Development Systems, Brooklyn, NY 

Associate Director, Development Operations                                                                                               2017-Present 

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• Oversee management of external telemarketing, response processing, and canvassing vendors as it relates to data management services. Set priorities and standards to ensure that all contributions and donor data is deposited and processed with adherence to internal guidelines and legal standards.

• Collaborate with fundraising and financial departments to maintain accuracy of record keeping, ensure cash flow, and protect database integrity necessary for optimal department performance.

• Provides strategic insights and best practices recommendations on system operation, data collection and delivery. Develop and streamline business processes and makes recommendations to optimize resources and guarantee data integrity.

• Design and implement operating systems and procedures to meet all Development Operations needs especially during initial transition to new Salesforce NGO Connect donor database.

• Noteworthy Projects: process improvement whitepaper, integration mapping between CRMs, policy development in collaboration with legal, global security, finance and IT departments.

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Ms. Foundation For Women – National Development, Brooklyn, NY 

Senior Manager, Donor Data and Stewardship                                                                                                 2016-2017

 

• Title change in early 2016 to elevate responsibilities and mission impact:

  • Charged with raising non-event revenue from donor portfolio totaling over $100,000.

  • Guide Young Professional Advisory Committee towards annual successes including fundraising events, volunteer programs and professional development opportunities. Demonstrated membership expansion of 400%.

  • Analyze wealth data to determine long-term donation patterns and identify future prospects.

  • Design and maintain a staff and board wide donor moves management program.

 

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Ms. Foundation For Women – National Development, Brooklyn, NY 

Manager, Donor Data and Budget                                                                                                                     2014-2016 

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• Chief administrator of donor database, Raiser’s Edge, and online marketing database, Salsa Labs.

• Developed and implemented strategic plan focused on strengthening and automating operations.

• Identified data patterns, holes, and opportunities to increase revenue and reduce department expenses.

• Noteworthy Projects: Database audit to inform fiscal goals and improve data quality; development of leadership target list with income projections; creation of robust tracking system for Board of Director activities; organization-wide revenue/expense code restructuring; budgetary reconciliation and analysis.

 

            

GLSEN, Inc. – National Development, New York, NY 

Development Associate                                                                                                                                       2011-2014 

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• Chief administrator of Raiser’s Edge database housing over 100K cross-departmental constituents.

• Co-administrator of Blue State Digital, online database, housing over 200K constituents.

• Completed 166+ hours of Raiser’s Edge professional development trainings valued at $11,619.

• Noteworthy Projects: synchronization of four CRM databases; automated imports through Omatic Software; development of major donor moves management trackers; data visualization dashboards; creation of data exports for external vendors.

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Teach For America – National Growth Strategy and Development, New York, NY 

Gift Operations Coordinator, Data and Operations                                                                                          2010-2011 

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• Processed intake of an annual budget of over $180M from 39 regions and a highly diversified revenue stream.

• Served as central point of contact to over 40 development and finance team members.

• Developed comprehensive data entry plan and strategic manual utilized by ~80 development staff nationwide.

 

 

Education 

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Columbia University, School of Business, New York, NY                                                                                           2017 

Developing Leaders Program for Nonprofit Professionals 

 

SUNY Purchase College, Purchase, NY                                                                                                              2006-2010 

Bachelor of Arts, GPA magna cum laude: 3.9/4.0  

Dual Degree in Sociology and Gender Studies 

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Leadership Positions 

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AFP-Global, Board Member                                                                                                                                2022-2023

AFP-NYC, Board Member & Mentorship Chair                                                                                                 2020-2023 

AFP-Global, Women's Impact Initiative, Member                                                                                             2019-2023

AFP-Global, Database Migration IT Taskforce                                                                                                   2022-2023

AFP-Global & AFP Foundation Joint Audit Committee, Member                                                                   2022-2023

Women In Development, New York City Chapter, Member                                                                                 Current

Fundraising Day In New York, Track Chair                                                                                                                   2020

AFP-NYC, Emerging Leaders Committee, Chairwoman                                                                                  2018-2020 

TechUP, Featured Speaker & Mentor                                                                                                                 2016-2018 

 

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Honors and Awards 

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• Certified Fundraising Executive - Awarded in September 2019

• Association Of Fundraising Professionals (AFP ICON) – 2019 Outstanding Young Professional Fundraiser

• Blackbaud Certified, Raiser’s Edge Associate - Invited by Blackbaud to become one of the first in the nation to complete certification.

• Center For Progressive Leadership: New Leader - One of 40 participants chosen from 1,500 applicants to complete summer training in community organizing, strategic planning, fundraising, and professionalism in the non-profit sector.

• Top Honors Thesis - Awarded top thesis in the field against 31 competing authors. Later transferred research into cohesive article picked up by Routledge Publishing Company.

• Alpha Kappa Delta – International Sociology Honors Society Lifetime Member: Dean’s List 2006-2010