Kim McIntyre

Experience

• 

  Puritan Financial Companies

  Aug 1996 - Nov 2015

  Co-Founder

  Co-founded the successfully running financial organization, with offices in multiple states, including RIAs, broker-dealers, and life insurers.

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  Secure Legacy Financial Group

  Oct 2017 - May 2018

  Office Manager

  Supervised and directed payroll, commissions, marketing materials, events, and seminars as per the company policies and guidelines. Administered tasks, including scheduling meetings and appointments, making office supplies arrangements, greeting visitors, and providing general administrative support to employees. Processed new businesses, agent licensing, and other administrative duties as needed.• Successfully represented Secure Legacy as the primary point of contact for clients, sales representatives, and insurance carriers. Show less

• 

  Prestonwood Christian Academy

  May 2018 - Jun 2022

  Create and execute overall strategic plan to meet and exceed fundraising goals. Develop effective communications plan using data-driven strategy including direct mail, email, social media, and more. Communicate the needs, purpose, and mission behind the fundraising campaigns by effectively and professionally interacting with large groups of parents, staff, and donors. Oversee every detail of major fundraising events, such as producing live programs, securing speakers, writing scripts, creating printed collateral, managing six-figure budget, recruiting and leading volunteers and staff, securing table sponsorships, soliciting major donors, and consulting with VIP award honorees. • Maximized fundraising performance by making it easier for donors to give and communicating clearly to future donors the "why" behind the mission.• Exceeded fundraising goals yearly, even during Covid-19 year, increasing donations 131%.• Built and fostered relationships with key and select donors for the two annual funds. Show less Provided support to campaigns and events by accurately completing reports and creating mailings for events. Oversaw various tasks, such as reviewing and processing donations and gifts, as well as preparing donor pledge reminders, thank you notes, and receipts. Generated financial reports, statistics, and gift reports on monthly, quarterly, and yearly basis. • Simplified and improved the giving process by donors through the utilization of modern technology.• Provided expert assistance in all areas of Development, including special events, prospect management, donor appreciation, and database administration. Show less

  • Director Of Annual Giving

    Aug 2019 - Jun 2022

  • Development Services Assistant

    May 2018 - Aug 2019
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  American Communities

  Jul 2022 - Mar 2023

  Operations Support Manager

  Oversee day-to-day operations, meeting goals while maintaining overall culture and mission of the organization. Implement new policies or procedures to improve efficiency. Manage budgets and financial planning to ensure profitability. Review reports to identify trends or problems. Determine operational staffing needs based on workload demands and requirements, recruiting staff when necessary and overseeing work performance of employees.

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  Honey Rock Group

  Mar 2023 - now

  Operations Support