Kayla Bertrand

Experience

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  E4C

  Feb 2011 - Mar 2015

  Data Analysis:Analyzing current donors to determine gift patterns and provide insight to maximize giving potential.Identify gaps in donor giving to identify prospects and stewardship opportunities.Provide information on donor trends and tendencies Database Administration and Management:Maintain the database, and troubleshoot and solve any issues Ensure that donor records are kept in accordance with CRA & the Income Tax Act.Reviewing/monitoring and maintain donor database documentation including database standards and proceduresImplement an in-kind donation tracking system Draft and recommend policy on donations and receiptingPlan, develop and implement a training schedule for E4C staffQuality assurance of data integrityFund Development:Assist in developing and implementing integrated fund development processes to attract donations including sponsorship and major gifts;Assist initiatives such as planned giving, corporate campaigns, church strategies, and other special fund development activity.Participate in setting strategic direction/ input into strategic planAgency Development:Work in collaboration with program managers to pursue efficiencies for programs to streamline the donation process.General Duties:Ensuring information flow to Communications/Development team regarding contractual obligations, sponsorships and agreements Show less

  • Donations Coordinator

    Jan 2013 - Mar 2015

  • Fund Development and Communications Associate

    Feb 2011 - Dec 2012
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  Canadian Mental Health Association, Alberta Division

  Apr 2015 - now

  To develop and implement the Division’s operational plan, business reporting function, business continuity function and project management function working closely with the Executive Director.Staff Management Liaise with employees at all levels within the DivisionSupervise, lead, support and manage Division team Manage, monitor and report on staff capacityAssist in staff hiring, onboarding, transitions and dismissals as necessaryOperationsDevelop and implement operational policy and proceduresDetermine project viability, develop management plans and ensure complianceDesign and implement internal business processes Oversee projects from inception to completion and ensure deliverables on target outcomesProvide guidance to staff between project concept/development and project implementationStrategyParticipate in long-term business planning at the management and executive levelLiaise with the Executive Director to make decisions for operational activities and set strategic goalsConsult with the Executive Director to determine project viabilityEnsure operational adherence to strategic plan FinanceParticipate in the overall organizational budget development processParticipate in and oversee the development of budgets for projectsInternal/External CommunicationCommunicate effectively with staff, internal and external stakeholdersDevelop effective working relationships, work flexibly across professional and operational boundaries, and communicate professionally with internal and external stakeholders at all levelsManage or delegate all internal or external communication/marketing (websites, social media, print material, key messages, media releases, updates etc.)ReportingContract administration and managementMaintain data and statistics and provide reports to the Executive Director and stakeholdersReport to the Executive Director on contract and project development Show less Communications:Managing all official communication of the Division, including newsletters, updates, media releases and key messaging.Manage all print, social media and web-based projects and maintains websites, social media platforms and print materials.Develop social media strategy, consultation, working guides, and best practices. Fund Development:Works in collaboration with the CMHA Regions of Alberta to maintain an effective fund development presence in the province.Implements the Divisional responsibilities within the Provincial Agreement on Relations.Reviews and investigates new opportunities for fund development.Acts as a coordinator of funding requests for the province.Responsible for the reporting and allocating of Regional and Divisional giving to the appropriate funds.Responsible for the development and maintenance of annual provincial campaigns and events (i.e. Mental Health Week, National Suicide Awareness Day, etc.)Act as the primary contact with donors and supporters of CMHA Division. Responsible for the development implementation and maintenance of a provincial CRM.Grant and proposal writing for Division initiatives Show less

  • Director Of Operations

    Aug 2017 - now

  • Fund Development and Communications Manager

    Apr 2015 - now