Susan Nee, CAP®

Susan Nee, CAP®

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location of Susan Nee, CAP®Dallas, Texas, United States

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  • Timeline

  • About me

    Sr. Director of Engagement at UT Southwestern Medical Center

  • Education

    • Runshaw College

      2000 - 2002
      Business Administration
    • Cardinal Newman College

      1984 - 1986
      General Ed.
  • Experience

    • The Pittsburgh Foundation

      Jun 2007 - Jun 2016

      Responsible for the end to end process to manage grants from proposal to payment / declination and closure. Accountability for actively managing and overseeing execution of the grants processes in terms of proper review, approval, accuracy and timeliness, monitoring compliance with external rules and regulations, assessing adherence to donor intention on grant funding sources, and ensuring accuracy on all grant reporting. Own and manage the GrantEdge application for grants processing, management, and reporting, as well as all grant-related technologies which interface with the GrantEdge application (e.g., online proposal applications, grants reporting cube, business intelligence reporting – grants reports, donor portal – grant recommendations and historical grant reporting, etc.). Single point of accountability on the accuracy of all grant data reported internally or externally for the Foundation and its supporting organizations. Show less Development, implementation and management of Westmoreland based programming. Special areas of interest include community revitalization, nonprofit capacity building and solutions to combat the root causes of poverty. Additional responsibilities; business process management for Development/Donor Services Department for the Raisers Edge platform at The Pittsburgh Foundation. Donor Services for Westmoreland based donors, scholarship management, EITC program delivery and community leadership initiatives. Show less

      • Grants Manager

        Oct 2014 - Jun 2016
      • Community Programs Manager

        Jun 2007 - Oct 2014
    • UT Southwestern Medical Center

      Jun 2016 - now

      Providing expertise and analytics for gift administration and compliance. Consultative support to donors, development directors and university staff in all aspects of gift and fund administration including financial and audit oversight.Leads departmental projects, innovation initiatives, and other strategic priorities.

      • Sr. Director of Engagement

        Dec 2022 - now
      • Director, Gift Administration

        Jun 2016 - Dec 2022
  • Licenses & Certifications

    • Master Certification Humanistic Psychology

      Neuro Energetics Inc.
      Nov 2001
    • Master Certification Neuro Linguistics

      Neuro Energetics Inc.
      Nov 2001
    • Practitioner Nuero Linguistics

      Northern School of NLP & Assoc. Studies
      May 1999
    • Community Capacity Bulding

      Creating the Future
      Mar 2014
    • Chartered Advisor in Philanthropy®

      The American College of Financial Services
      Oct 2022
      View certificate certificate
    • CASE Standards Steward

      Council for Advancement and Support of Education
      Jul 2025
      View certificate certificate
    • Master Project Manager

      AAPM ® American Academy of Project Management ®
      Nov 2015
    • Management Skills

      American Management Association
      Nov 2014