Skills and Accomplishments ----------------------------------------------------------------------------- Certified Grant Writer® American Grant Writers Association Certified Fund Raising Executive® since 1997 Major gifts officer for several campaigns, all exceeding fundraising goals Skilled in foundation and corporate relations including prospect research, relationship and
cultivation strategies and proposal development Successful in state and federal grant writing and management Knowledgeable in nonprofit leadership, board development and planning Experience with Internet search engines and donor research products/services including
DonorSearch, Wealth Engine and AlumniFinder among others
Professional Experience_____________________________________________________Prospect Research Analyst April 4, 2016 - presentUniversity of Tennessee, Knoxville, TN
Identify and research individual prospects, based on wealth indicators, family history, philanthropic interests, capacity to give, etc.; develop solicitation strategies with development officers from various colleges within the University
Independent Contractor April 2014 – present Provide prospect research, relationship strategies and grant writing services for a number
of clients including Pinnacle Kids (FL), Big Brothers Big Sisters of East Tennessee, Emory Valley Center (TN), Isaiah House Recovery Center (KY), Second Harvest Food Bank (TN) BESTWA (Africa), Mercy Me (FL), Volunteers of the Burbank Animal Shelter (CA), Wake Christian Academy (NC), Julie’s Village (Nashville)
Development Associate 2006 – presentGlobal Advancement, Lexington, KY
Work on a contract basis, assisting clients with major gifts campaigns, prospect research, relationship strategies and proposal/grant development
Clients have included the U.S. Navy Memorial Foundation, National Cooperative Extensive System, Grace Café, Agricultural Heritage Center, Lexington Philharmonic, Mary Todd Lincoln House, Young Marines, Cincinnati Christian University, Wesley Village Retirement Community, Law Enforcement Memorial Foundation
Chief Institutional Advancement Officer 2007 – March 2014
1 Susan D. Caldwell, CFRE, CGW
Susan D. Caldwell, CFRE, CGWP.O. Box 12061, 2901 Legacy Pointe Way, #211
Knoxville, TN 37912606.269.4950
Southeast Kentucky Community & Technical College, Cumberland, KY Campaign Manager for Fulfilling the Promise Campaign, securing $5.2 million in gifts
exceeding the $3 million goal, increasing endowment by $3 million Implementation of donor cultivation and stewardship activities, including budget oversight
of 200 endowment, gift and grant accounts Administrator of all resource development activities including major gifts, planned gifts
and annual giving and launched the college’s first online giving campaign Local, state and federal grant writing, securing $4.9 million over two years Proposal writing for corporate and private foundations, securing $896,000 over three years Executive director and board member of the Southeast Education Foundation, Inc. Chair of the College’s year-long 50th anniversary celebration Supervision of a 17-member staff including advancement, public relations and special
projects staff Served as chief administrator of three community development projects (KY Coal Mining
Museum, Portal 31 Exhibition Mine and Benham School House Inn) Under my leadership, the Benham School House Inn completed FY2013 with a profit for
the first time in its 20-year history.
Research and Proposal Writing Specialist 2004 – 2007Kentucky Community and Technical College System
Researched and developed solicitation strategies, proposals and grant applications for individuals, foundations and corporations on both statewide and national levels for the KCTCS major gifts campaign, raising more than $100 million
Assisted with donor recognition activities including annual donor gala and named giving opportunity events
Executive Director 2002 – 2004Blue Grass Trust for Historic Preservation, Lexington, KY
Managed several historic property sites, including construction/renovation projects, tourism activities, donor recognition events, volunteer training and marketing
Developed and carried out fund raising and statewide preservation advocacy campaigns Doubled staff during my tenure by increasing endowment and annual membership income Responsible for training board members and volunteers Development and oversight of operating budget Supervision of staff members and management of 200+ volunteers
Director of Resource Development 1993 - 2002Southeast Kentucky Community College, Cumberland, KY
Founded college’s first resource development office, establishing the annual giving, planned giving and major gifts programs
Campaign Manager of separate major gifts campaigns for multiple campuses, raising $3.2 million and increasing the endowment from $10,000 to $1 million.
Executive Director of Southeast Education Foundation, Inc. 2 Susan D. Caldwell, CFRE, CGW
Carried out numerous public relations and cultivation events, including responsibility for the 40th anniversary celebration
Public Relations Consultant and Account Executive 1991 - 1993Akins & Tombras Public Relations Firm, Knoxville, TNBuilding Positive Images Consulting, Clintwood, VA
Clients included Blue Cross Blue Shield of TN, U.S. Congressman Rick Boucher, Dickenson County Home Healthcare, Southwest Virginia United Way, Area Planning District Commission, McDonald’s, U.S. Cellular, etc.
Education/Certifications__________________________________________________ Graduate level work at Morehead State University and University of Louisville University of Virginia at Wise, 1984, BA in English with concentration in communications Certified Fund Raising Executive, 1997 to present, CFRE International Certified Grant Writer, American Grant Writers Association (AGWA) Adhere to professional standards and ethical principles of AGWA and CFRE
Current Affiliations_________________________________________________ Member, Association of Fundraising Professionals Smokey Mountain Chapter Board of Directors, Grant Professionals Foundation, Inc. Member, American Grant Writers Association Inc.
References_________________________________________________________W. Bruce Ayers, President Emeritus (president 27 years)Southeast Kentucky Community & Technical College, Cumberland, KY606.589-2608, [email protected]
Ann Michel, Global Advancement859.552.5741. [email protected]
Kay Yates, Director, KCTCS Office of Institutional AdvancementKentucky Community & Technical College System, Versailles, KY859.256.3377, [email protected]
Successful Federal, Foundation and Corporate Grants____________________ Council Postsecondary Education Adult Basic Education - $921,000 (over 3 yrs.) Trinity Health Foundation of East Tennessee $50,000 George R. Johnson Family Foundation $6,500 Kellogg Foundation - $100,000 U.S. Dept. of Education, Strengthening Institutions Program - $1.7 million U.S. Dept. of Education, Upward Bound Math and Science - $250,000 per year for 6 years Dollar General Foundation - $19,490 Richard and Leslie Gilliam Foundation - $500,000
3 Susan D. Caldwell, CFRE, CGW
E.O. Robinson Mountain Fund - $10,000, $14,000 Kentucky Energy and Environment Cabinet $60,000, $88,700, $103,020 Institute of Museum and Library Services $131,028 NEA “Our Town” $100,000 Berea College Brushy Fork Institute - $7,105 Council for Postsecondary Education, College Readiness Grant - $27,754 CHS Foundation - $150,000 Steele Reese Foundation - $95,000 Toyota Motor Manufacturing - $37,500 National Endowment for the Arts - $40,000, $10,000 Robert E. Frazier Foundation $159,400 National “ArtPlace” Community Engagement Program - $273,000 U.S. Trade Assistance Administration - $48,333 Association of Community Colleges, Community Colleges CAN - $19,730 Kentucky Social Welfare Foundation - $5,000, $6,708, $7,093 Good Samaritan Foundation, Kentucky, $10,744, $8,092 The Batchelor Foundation, $5,000 National Christian Foundation $20,000 Honorable Order of Kentucky Colonels $9,000 PNC Bank Foundation $5,000 Cralle Foundation $5,000 CNS Charitable Grant $7,000 Best Friend Society $9,880 Laura Niles Foundation $2,500
4 Susan D. Caldwell, CFRE, CGW
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