MARC T. WHEELER123 Bison Meadow Drive, Waxahachie, TX, 75165 512-585-6441

marcwheelr@yahoo.com

OBJECTIVE

To fill a challenging position that will allow me to make a vital contribution utilizing my education, self-motivation, leadership abilities, and management experience.

Summary of Qualifications Ability to forge strong relationships and achieve rapport with co-

workers and support staff Possess strong will and determination when faced with special

projects and tasks Excellent time management, leadership, and goal setting skills

EXPERIENCE

Title: Research and Database CoordinatorMethodist Health System Foundation – Dallas TX June 2015 – Present

Key Responsibilities: Maintain the Raiser’s Edge database to produce effective and

accurate data entry and retrieval, and execute a wide range of research duties to support the full scope of fundraising

Coordinate outside vendor analysis of donor base and prospects against benchmarks. Work with Finance Department to ensure accuracy in coding all fundraising donations

Manage key projects and process improvements related to the donor database, serving as point person for maintenance, reporting, and development results for special events, annual reporting, direct mailing pieces and end-of-year mailings

Establish and maintain Moves Management program for Primary Development Officers. Create complex queries for Officers to locate donors with ease to better handle the cultivation and solicitation of donors

Specific Achievements:

Created a Request check list for Gift Officers to follow for creating custom reports. This eliminated any issue regarding what was requested vs. what information was derived from Raiser’s Edge

Developed a Deposit log for the Foundation to utilize and track daily incoming gifts, thus reducing the time to balance Raiser’s Edge and Accounting

Title: Manager of Development ServicesPresbyterian Communities and Services Foundation – Irving TX Sept 2014 - Present

Key Responsibilities: Maintain the integrity of the PC&S database – Personally input, update

and supervise direct reports who update and add constituent data on a regular basis. Complete routine database clean-up of current donors and ensure donor information is current and as enhanced as possible.

Construct complex queries, exports, appeal analysis, mail merge, dashboards, action tracks pledge reminders, gift detail summaries and many other reports on an as needed basis

Conduct biographical and financial research on major donor prospects (individual, corporations and foundations) using online resources and reference materials

Identify and interpret wealth indicators to determine the “capacity to give” of each prospect

Prepare written profiles, executive briefing materials, and research blurbs on prospects of varying levels through the partnership of Major Gift Officers as well as Prospect Strategy Meetings

Ensure timely processing of Gifts and Pledge Reminders. Supervise the production of donor acknowledgement letters and tax receipts for all contributions

Manage any and all donor related issues – including accepting donations over the phone, donor acknowledgement issues or database related questions from either teammates or donor(s)

Reconcile all monetary donations both monthly, as well as end of fiscal year. Ensure all financial numbers tie to accounting for most accurate outcome by running separate queries and reports to ensure Raiser’s Edge numbers tie to accounting

Specific Achievements:

Developed several key reports for MGO’s and CEO to utilize, including a Daily Gift log, Action Tracks for specific donors, Dashboards catered to the specific MGO and a Raiser’s Edge Request form for the utmost detail possible in report generating

Established Pledge Reminders in Raiser’s Edge, so our donors may stay up-to-date with their intent-to-give

Created a Procedure booklet for all Raiser’s Edge “Best Practices” so future PC&S teammates are able to step in complete the work with little prior knowledge of the database

Title: Gifting Administrator /Database Manager II Baylor Health Care System Foundation- Dallas, Texas

Jan 2011 – Sept 2014

Key Responsibilities: Analyze gifts to determine appropriate funds, campaigns and appeals for

each gift received, prepare acknowledgements, gift receipts, and tributes daily

Perform Database audits and cleanup, Create new Funds, Campaigns, Appeals and Events for Development officers, Create reports for weekly Foundation Leadership meeting

Execute Export requests by Development team for Events, Mailings, or Listings of donors, assist Database Manager in identifying and recommending improvements to increase data accuracy to maximize the value of data

Responsible for editing, committing, and posting gift batches in Raisers Edge and Financial Edge

Specific Achievements: Took lead for Employee Giving Campaign data information, imported

18,000+ constituents for Campaign and developed more than 80 reports to control the daily flow of gift information to each hospital campus

Assisted in the standardizing of Baylor Health Care System Foundation policies and procedures

Title: Department Manager H. E. Butt Grocery Company- Austin, Texas June 2003 –

November 2010

Key Responsibilities: Accountable for achieving financial goals including sales, gross profit,

production payroll, and income. Designing and implementing weekly/monthly/quarterly plans to maximize

profits. Communicating corporate initiatives to the team and ensuring they are

executed. Full team resource management including interviewing, hiring, scheduling,

training, and performance evaluations.

Specific Achievements: Promoted to solo Department Manager in less than six months. Lead most recent department to third highest sales record in company

history. Turned an underachieving commodity into the second highest increase of

sales in the department, and the second highest sales in the company in six months

Coached, trained, and developed 3 hourly employees into salaried management positions.

Named HEB’s Department Manager of the Quarter for exceeding financial goals in 2005

EDUCATIONTexas State University, San Marcos, TexasBachelor of Business Administration in Finance and Economics May 2003Full time student and Full time employee.

TECHNICAL SKILLSBlackbaud Raisers Edge, Financial Edge, Blackbuad Merchant Services, Omatics Software, PaperSave Software, Microsoft Excel, Word, PowerPoint, Microsoft Outlook, I-Wave Information Systems and Wealth Engine. Skills also include HEB OS such as: OLO, CIR (Order Management), BIR (Sales Management), BI, FinNet(Daily reporting and Sales overview), Pinpoint(Time and attendance).