Rachel Koretz Caughlin, CFRE

Experience

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  Children's Hospital Los Angeles (CHLA)

  Apr 2014 - Dec 2016

  • Developed proposals that resulted in over $60,000 in grant funding for Community Benefit programs• Cultivated relationships with donors who supported workforce development programs• Met financial objectives by preparing budgets, monitoring expenditures, submitting performance reports to philanthropic donors, and fulfilling all grant contract deliverables and documentation• Managed operations for all department programs including four large scale Community Benefit projects that generated more than $3 million in community value• Assisted in the implementation of several projects and special events including the annual Community Benefit Report and Health Care Executives of Southern California Annual Conference• Led a multi-disciplinary advisory committee of over 15 clinicians; planned and facilitated meetings Show less

  • Project Coordinator, Government, Business and Community Relations

    Oct 2015 - Dec 2016

  • Project Assistant, Government, Business and Community Relations

    Sept 2014 - Sept 2015

  • Administrative Intern, Government and Public Policy

    Apr 2014 - Aug 2014
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  UCLA Health

  Jan 2017 - Aug 2017

  Project Director, Community Engagement

  • Maintained strong relationships with program donors and the Development team• Built partnerships and strengthened relationships with civic and community organizations• Served as main department liaison to senior leadership, Dean’s Office, and internal departments at UCLA Health• Led program staff and ensured team was meeting all Community Engagement strategic goals• Wrote annual report, budget, and drafted other proposals as needed• Developed and executed pilot internship program for multiple cohorts• Coordinated Allied Health Presentation program which included recruiting UCLA Health clinicians to speak, participating in job fair presentations, speaking at community events, and attending career fairs• Managed UCLA staff volunteer recruitment for annual free clinic Care Harbor event, which had more than 300 volunteers in January 2017, a 50% increase from the previous year Show less

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  Mercy For Animals

  Aug 2017 - Dec 2019

  Development Manager

  • Cultivated and stewarded legacy donors, foundation supporters, and corporate partners• Collaborated with development staff to integrate major donor development campaigns into all fundraising activities, with emphasis on major, institutional, and planned giving goals and objectives• Designed, managed, and implemented planned giving activities and the Legacy Society, growing the Legacy Society to over 100 members• Managed and oversaw corporate sponsorships • Served as event planning liaison for special fundraising events including the Annual Gala• Prepared foundation proposals and stewardship reports• Maintained project data and contacts in the fundraising database• Assisted with developing donor tools and materials for the development department Show less

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  Farm Sanctuary

  Dec 2019 - Apr 2023

  • Managed planned giving program and oversaw the Legacy Society• Cultivated, solicited, and stewarded legacy donors and prospects, growing the Legacy Society by 190 members since 2019• Identified and cultivated legacy donors who have the capacity to give at the major gift level • Stewarded donors after a major gift is made to maintain strong long-term relationships• Ensured excellent relationship management, delivered prompt and thoughtful communication, and kept donors engaged with the organization• Oversaw marketing strategy for legacy giving, including direct mail and email to engage and inform current legacy donors and prospects (appeals, newsletters etc.)• Updated, maintained, and project managed on a continuous basis: legacy website pages, legacy giving materials and brochures, and Legacy Society welcome packet items• Maintained detailed records in CRM by tracking all donor communications and tasks in the database• Partnered with Legal on gift agreements, communications with lawyers, and other planned giving related items Show less

  • Director of Planned Giving

    Sept 2022 - Apr 2023

  • Planned Giving Officer

    Dec 2019 - Sept 2022
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  Mercy For Animals

  May 2023 - now

  Philanthropy Officer

  • Build and sustain relationships with supporters and prospects on the West Coast• Partner with supporters to achieve their philanthropic goals and deepen their connection to our mission• Develop and execute annual strategies for donor engagement including donor visits, solicitations, and proposals• Coordinate major gift activities, including involving senior leadership and planning donor events• Maintain donor data, prepare funding proposals, and contribute to fundraising appeal planning as part of the development team Show less