
Timeline
About me
Chartered Advisor in Philanthropy, CAP®
Education

The university of new mexico
-UndecidedActivities and Societies: UNM Alpine Ski Team, Carnival Team

University of vermont
-Bs nutrition/dieteticsUVM Alpine Ski Team, Carnival Team

The american college of financial services
2020 - 2021Chartered advisor in philanthropy (cap)
Experience

Stratton mountain school
Sept 1982 - Jun 1984Ski coach & admissions coordinatorCoached elite ski racers ages 13 and 14 who attended SMS during the winter term Developed an Admissions program that collaborated with the athletic coaches and academic department heads Allocated financial and athletic scholarships

Mututal of new york (mony)
Apr 1984 - Mar 1988SalesSold life, disability and health insurance; up-sell leads to additional products; commission based sales; awarded Rookie of the Year in 1986.

Idx
Apr 1988 - Oct 1991Quality assuranceTested financial software for hospitals; Implemented Total Quality Management

Mater christi school
Sept 2004 - Jun 2006Development assistantChaired annual fundraising event, MCS Spring Benefit, raising record breaking profits after all expenses were paid; supported development director with administrative tasks

Rice memorial high school
Sept 2008 - Jul 2015Development leadRice FundWorked jointly with the Rice Memorial High School principal performing over 100 face to face annual asks per year. In a six year period, leadership donations ($1000+) increased from 25 to 174 and total revenue increased by 300%. Inspire a LifeCreated and implemented the financial aid program called "Inspire a Life", raising more than $500,000 with 595 gifts.Honoring Tradition Committing To The Future - Capital Campaign Communications LeaderPartnered with fundraising consultant and creative agencies to:Organized and execute a feasibility study and multiple focus groups Assisted in the creation of a promotional video Created capital campaign strategic plan and financial materials Collaborated with teams to create a Website positioning and integrated communication messageIdentified and secured more than 70 potential donor appointments with an 80% close rate Coordinated multiple capital campaign events for as many as 150 guestsArranged video presentations, guest speakers, catering and invitations. Worked with Black River Design Architects on the architectural design and planning process Show less

Champlain college
Dec 2015 - Dec 2017Director, leadership giving- Initiated and managed major gift program with a focus on raising funds for the Single Parent Program and the Vermont First scholarship. - Applied my proven people and organizational skills to engage and interact with individual donors, partners and foundations.- Used my strong communication skills and proven results in fund raising to manage multiple projects simultaneously.- Planned and organized an annual fall scholarship event, raising major gifts for the Single Parent Program, collaborating with a team of volunteers and current single parents.- Worked with the internal gift planning professionals to service existing endowment policy holders. Show less

Uvm cancer center
Dec 2017 - Mar 2019Director of major gifts- Exceeded individual fund raising goal by proactively identifying, cultivating, soliciting and stewarding individual prospects, grateful patients and their families and alumni in support of the UVM Cancer Center.- Created productive and trusting relationships with clinicians and scientists connected to cancer research programs as partners in development.- Developed and executed individual cultivation and soliciting strategies leading to multiple major gifts ($100,000+).- Partnered with UVM Cancer Center Advisory Board (20+ volunteers who serve as community ambassadors for the UVM Cancer Center) to attract and engage major gift prospects. Show less
Licenses & Certifications
- View certificate

Chartered advisor in philanthropy®
The american college of financial servicesJan 2021
Honors & Awards
- Awarded to Carol T. BoardmanVermont City Marathon - May 2002 Completed full marathon in 2002
- Awarded to Carol T. BoardmanUNM - D1 All American -
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