Sharon Hathaway Forrest

1. Sharon Hathaway Forrest Employment Opportunity Presentation General Overview of Capabilities Prepared for General Organizations In Consideration of Strategic Global Organizational Development November 2011

2. Campaign Management

3. What I have to offer:Fiscal Management & Associated Campaign Involvement • Administer & monitor development budgets in addition to integration of organizational policies, procedures, and strategic plans. • Georgetown University – Lauinger Library • $1B+ Georgetown Third Century Campaign: “The Third Century Campaign has had a tremendous impact on the Annual Fund. Between 1995 and 2003, annual giving to Georgetown more than doubled, rising from $8.5 million to $20 million.” • $30M overall campaign goal for the Lauinger Library ($250,000 annual fund) • $100,000 budget for external relations activities • Freddie Mac Foundation • $238M endowment • $27.4M Foundation budget • $50M in grantmaking and community relations (largest in metro DC area - 2004) • Physicians For Peace • $5M+ endowment • $6.4M income ($291K G&A – FY 2003) • $125,000+ fundraising budget (FY 2003)

4. What I have to offer:Fiscal Management & Associated Campaign Involvement • Administer & monitor development and alumni budgets in addition to integration of organizational policies, procedures, and strategic plans. • Georgetown University – Women in International Security • $400,000 annual campaign goal to offset loss of Ford Foundation funding • $25,000 goal per board director • New strategic fundraising to involve board of directors and their circles of influence, particularly corporate/foundation relationships • Virginia Career Education Foundation • Public/Private Partnerships • Virginia Lottery Solicitation • Virginia Chambers of Commerce • Virginia Community Colleges • Virginia Higher Education Institutions • Launch of Commonwealth Scholars ($300,000 federal grant) • Sponsorships for Launch Event with VA Governor

5. Fundraising – major gifts

6. What I have to offer:Experienced Development – Major Donors • Identification, Cultivation & Solicitation • Annual & Capital Campaign Management • Influenced by Early Career in Television/Radio and Political Campaigns • Advanced Prospect Research and Management • Sophisticated Strategic Communications/Mixed Media Platforms • High-Profile Event/Media Management • Complex Relationship /Circles of Influence Mapping & Moves Management • Superior Understanding of Foundation & Corporate Relations • Stewardship • Enhanced Strategic Event and Networking Management • Coaching Board & Volunteer Participation & Committee Development • Georgetown University • Participation on University-Wide Stewardship Committee • Participation on University-Wide Alumni Activities Committee

7. Previous Position: Director, International Development Major Achievements – Major Donors • The Year-End/Annual Campaign • Designed & Executed Leadership Campaign that Leveraged Matching Gift ($300K) by Two Board of Trustees Members • Generated over $680K (twice as much as the whole previous year’s unrestricted funds in just three months); cumulative over six months – $800,000+ • Single largest gift in the history of the organization to date by an individual ($300K) • Solicited and Created Mini-Campaigns to BOT Members’ Circle of Influence • Designed “Nested” Mail Campaigns that garnered 85K over a 3-month period (over four times the highest total for a single PFP mail campaign) • Major Donors to the Leadership Campaign: • $300K; $100K; $50K; $25K (three); $10K; $7.5K; $5K (four); $2.5K (four) • Corporate Solicitations • Initiated Relationships through Chairman’s Office of Major Corporations • Example: Abbott Laboratories, Director of Global Citizenship • Example: Oscar de la Renta • Example: Sumner Redstone, Viacom • Created Solicitation Package for Corporate Sponsorship of BOT-led event • Secured Presenting Sponsorship ($5K) from local banking leader

8. Previous Position: Assistant Director for Development ActivitiesGU Lauinger Library Major Achievements – Major Donors • Stewardship of Major Donors ($50K - $2M) • Casey & McIlvane Endowed Lecture Fund: Webcast Development • Gelardin New Media Center: Ribbon-Cutting Ceremony • D’Arcy Memorial Bust: Dedication/Reception for Donors • Robbin Collection: Dedication/Reception • Library Associates’ London Event • University’s Stewardship Committee • Development Events: Complex Communications Platforms • Inaugural Webcast with Internet Platform • Business Card Sized CD with video of University Librarian • Major Donor and Executive (University Librarian) Satisfaction • Identified and Negotiated with Vendors • Presentation before Library Executive Board • Execution and Management of Webcast & Side Events • Development Publications • New Board Meeting Book – used by University Librarian in her first discussion with the University’s new Provost • Innovative Invitations and Program Booklets

9. Development support

10. Previous Position: Assistant Director for Development Activities Essential Functions • Annual Fund/Fundraising – • Serve as primary contact for the Library Associates, the Library’s annual fund base, which is a group of more than 1,000 donors to the Library. • Responsible for day-to-day management of the program • Develop familiarity and strong associations with donors to emphasize the importance of supporting the Library. • Identify donors for major gift cultivation. • Manage budget of $100,000 for external relations activities. • Assist in achieving annual fund goal of approximately $250K, which is part of the Library’s $30M overall campaign goal. • Serve as the annual fund liaison to the Office of Alumni and University Relations for the Library. • Ensure that all donations sent directly to the Library are deposited into appropriate accounts as requested by donor and send acknowledgements. • Send reminder letters on a monthly basis to Library donors on the 12th month anniversary of their gift.

11. Previous Position: Assistant Director for Development Activities Essential Functions • Marketing – • Coordinate efforts with the University Librarian and DOD on marketing strategies, public relations decisions, advertising strategies and solicitation mailings to increase visibility and membership base of the Library Associates. • Create advertisements for local papers and write/edit all Library Associates’ articles for the quarterly Associates newsletter and a variety of Georgetown publications. • Organize and coordinate mailings to graduating seniors, parents of alumni and current students, Library Associates’ quarterly newsletter, and invitations to all Library Associates’ events. • Increase awareness of Library within and outside of the University.

12. Previous Position: Assistant Director for Development Activities Essential Functions • Events Management – • Plan, manage, coordinate, organize, and implement all aspects of bi-monthly Library Associates events to promote the visibility of the Library in an effort to cultivate and steward Library donors and prospects, as well as alumni, volunteers, and friends of the University. • Coordinate: featured speakers, receptions, special dinners, exhibit receptions, open houses, reunion weekends (library events only), and John Carroll Weekend (library events only), benefits, and auctions. • Responsible for all logistics for events which take place around the world: invitation design and lay-out, printer, caterer, florist, hotel, restaurant, parking facilitator, audio service, photographer, Public Relations Office, desktop publisher, mailing services, and various other outside and inside vendors to ensure and organized and successful event. • Conduct follow-up work related to event, e.g., appropriate acknowledgements to all attendees, speakers and hosts. Ensure that appropriate records are entered into Gambit. • Represent the Library at the OAUR Regional Events Staff Working Group.

13. Previous Position: Assistant Director for Development Activities Essential Functions • Library Advisory Council – • Staff, plan and organize activities for the Library Advisory Council, a 50-member volunteer board. • Responsibilities include planning semi-annual council meetings to strategize about goals for the growth and health of the Lauinger Library. • Maintain constant and effective communication and stewardship of the members throughout the year to ensure increased commitment to and involvement with the Library. • Coordinate efforts with the University Librarian and other necessary staff members to ensure the creation of agendas, meetings,and conference calls. • Staff, plan, and organize the Council’s Library Associates’ Sub-committee.

14. Previous Position: Assistant Director for Development Activities Essential Functions • Stewardship – • Responsible for the coordination of stewardship efforts for University Librarian and Director of Development, especially as they relate to annual fund gifts. • Responsible for planning and executing special donor recognition initiatives. • Implement plan that creates an environment in which every contribution and contributor is appreciated and acknowledged. • Interact frequently with the University’s gift accounting staff in order to ensure that accurate information is captured and clearly communicated for inclusion in acknowledgement letters. • Responsible for the timely, accurate, and acknowledgement of donors to Georgetown University. • Organize and coordinate with OAUR mailings to : graduating seniors; parents of alumni and current students; Library Associates quarterly newsletter; library annual reports; renewal letters, and invitations to all Library Associates events. • Represent the Library at the OAUR Stewardship/Donor Relations Working Group.

15. Operations management

16. Previous Position: Prospect Manager, Regent University Management Competencies Developed • Proactive Prospect Research & Management • Revamped Prospect Research System • Researched and Negotiated with Vendors • Reported to Board with request for funding, which was approved • Worked with Legal, IT, and Advancement Executives and Directors of Advancement to implement new system integrating into existing moves management system and new wealth analysis and data mining findings • Prospect Wealth & Affinity Assessment • Initiated Analysis of Board of Directors’ Circles of Influence • Created Circles of Influence Network Mapping (MS Visio) • Event Management & Networking • Redesigned Profile Reports for Special Events/Projects • Analyzed Event Networking Opportunities for Directors of Advancement

17. Previous Position: Director, International Development Management Competencies Developed • Development Oversight • Initiated and Led Development Staff Reporting Paradigms • Major Gifts Officer • Grant Writer • Database Manager • Liaison with Program Staff • Offline Database Management • Designed Donor Acknowledgement/Stewardship Paradigm • Event Management • Structured Corporate Sponsorship Paradigms • Initiated Development Events – United Nations • Embassy Events

18. Previous Position: Director, International Development Management Competencies Developed • Online Donor/Volunteer Management • Initiated and Led Staff Implementation Committee • Negotiated with Vendors • Reported to Board with request for funding, which was approved • Offline Database Management • Designed Donor Acknowledgement/Stewardship Paradigm • Event Management • Structured Corporate Sponsorship Tables • Initiated Development Events – United Nations • Embassy Events

19. Previous Position: Assistant Director for Development Activities Development & Management Competencies Developed • Advancement Activities – Responsible for the development, organization, coordination, and implementation of external relations for the Lauinger Library, with the focus on the Library Associates (the Library’s membership group for more than 1000 supporters and its Annual Fund base). • Board Facilitation/Relationship Building – Responsible for the coordination and execution of bi-monthly Library Associates and other special events, management of the Library Advisory Council (external board) meetings, internal and external marketing of the Library Associates Program, donor stewardship and other activities as required. • Supervision - One Work-Study Student

20. What I have to offer: Seasoned Development Knowledgeable in Corporate & Foundation Philanthropy • Development Activities – The Full Spectrum • Strategic Planning and Operations Management • Direct Mail & Donor Programs • Coordinated Communications Projects/Programs • Large Campaigns & Small Initiatives • Georgetown’s Third Century Campaign • Georgetown Library Case Statement • Office of Alumni & University Relations’ Stewardship Working Group • Office of Corporate & Foundation Relations, Office of Sponsored Program’s Proposal Writing Workshop • Council for Advancement and Support of Education’s (CASE), “Campaign Communications: Marketing the Opportunity to Give” • Training and Use of Donor Databases (Raiser’s Edge, GAMBIT, Banner) • Board Development (Involvement in Fundraising) • Grantseeking and Grantmaking • Perspective: Both Sides of the Coin • Foundation Center’s Grantmaking/Grantseeking Seminars • Freddie Mac Foundation’s Outcomes Based Grantmaking

21. Previous Position: Chief of Staff Management Competencies Developed • Human Resources Management • Administrative Assistance Needs Review • Administrative Assistants as Direct Reports (mentored by COO) • Led Administrative Assistants Committee • Training for New Managers & Corporate-wide Management Retreat with new CEO • Training in Retention Management • Foundation Operational Management • Change Management (assist new COO – inaugural and staff meetings) • Chief of Staff – attended Executive Meetings with four Directors • Managers Committee Member (Assisted Director of Communications) • CEO’s Strategy Committee Member (Assisted Director of the Foundation) • Developing Roles & Responsibilities & Job Descriptions • Coordinating Department Employee Performance Reviews • Strategic Financial Management (Spending/Investing Endowment) – assist COO • Planning/Budgeting – assist COO • Reporting to CEO and Freddie Mac corporation – assist COO • Benchmarking with other Foundations (research and reporting) • Liaison with Consultants for Organizational Efficiency

22. The Perfect Mix for Effective Management Executive Management that Enables Innovation • “She helps her colleagues in management and others throughout the department function more effectively and efficiently – i.e., she helps the rest of us work toward being the best that we can be, and that is high praise indeed.” (FMF) • “Her passion, her enthusiasm and her commitment all combine in a most unique way to propel an organization into levels of excellence previously considered unattainable.” (PFP)

23. Selected Quotes continued: • Managerial Effectiveness • “Sharon has also taken on several project management assignments, and she has proven adept at managing time, meeting deadlines, organizing work, and delivering quality results.” • Organizational Management • “Meeting management support – superb work here. In fact, she is much more diligent and timely in providing support than the various management teams are in cooperating. I rely on her heavily in this role.” • “Performance reporting – Sharon has picked up this assignment from another section and given it her own signature. She is creative, thorough and thoughtful, often seeing connections and issues and nuances that the rest of us miss.”

24. Selected Quotes continued: • Organizational Management – Administrative • “I will add that her project management and research skills and attention to detail have served her and her colleagues very well in this role. She very carefully and deliberately defined the work, assigned the work, scheduled the work, evaluated the results, communicated expectation and provided feedback in a timely manner. It is a tough job done well.” • Organizational Environment • “I have given high marks to the Organizational Environment Committee for their first six months of work together, and Sharon shares in that success. I know her to have been a proactive, dedicated and thoughtful contributor to the work of the Committee.”

25. Strategic planning

26. What I have to offer “Sharon clearly understands the many facets of fundraising, from annual giving to sponsorships to event planning. But where Sharon really excels is in cultivating an extraordinary network of like-minded organizations to work together for the common good. Her passion, her enthusiasm, and her commitment all combine in a most unique way to propel an organization into levels of excellence previously considered unattainable.” Brig. General Ron Sconyers (ret.), CEO, Physicians For Peace

27. The Perfect Evolved Mixfor Development of Creative Alliances Visionary Leader & Strategic Thinker • “Sharon has extraordinary vision and her “out of the box” thinking can really force an organization to think beyond the norm. She has helped PFP realize that our own image was less than it should be, helping us to better define ourselves in the global marketplace.” --- Brig. General Ron Sconyers (ret.), CEO, Physicians For Peace • “She always adds value beyond process and form – she is a substantive thinker, an “out of the box” thinker, and a thought leader on many issues. She identifies an issue, she formulates a proposed solution, she develops the solution, and then she presents the solution – none of this “here’s a problem, what do you want me to do?” She is a problem solver.” --- David J. Robinson, COO, Freddie Mac Foundation

28. Quotes form Employee Performance and Development Summary as Chief of StaffMade by David Robinson, COO “Sharon shows uncommon initiative and resourcefulness in her work, and she has been willing to take on any and all assignments and pursue them with vigor and determination.” • Personal Effectiveness • “Sharon is definitely a leader in researching and sharing best practices across a broad spectrum of issues. She is quite proactive in gathering, analyzing and sharing information, whether it pertains to her specific job duties or not.” • “She is willing to work with others, either taking the lead or serving as a team member as required, and frequently doing what I would call “more than her fair share” when it comes to offering ideas, taking on extra work, helping others with problems.”

29. What I have to offer:Executive Management that Enables Innovation • Innovative, Strategic Thought • Visionary; Thinking out the Box • Passionate and Proactive • Broad International Experiences/Viewpoint • Often see interrelationships that others do not see (to id partners/donors) • Intellectual/Substantive Approach: Research Supported/Competitive Intel • Organizational Effectiveness • Management Experience • Sensitivity to Staff/HR Issues & the Organizational Environment • Experience Implementing “Best-in-Class Operational Infrastructure” • Relationship Building • Developing Strategic Alliances & Networking • Non-Profit Board Effectiveness • Major Donors • High-Profile Personalities, including Motion Picture Industry • Political Insights from Political Experiences

30. Sharon & VT The Perfect Mix at The Perfect Time For Strategic Global Development