Health Care

Professional Experience

 

Hoag Hospital Foundation (HHF) - Newport Beach, CA (Philanthropic arm of $1B+ health system) 

Vice President - Campaigns and Development Analytics | 2023 - 2024

Vice President - Development Operations and Campaigns | 2018 - 2023

Executive Director - Development Operations | 2016 - 2018

Director - Annual Giving | 2014 - 2016

​​Accomplishments

 

Major Gift Fundraising. Personally cultivated and solicited mid-level and major donors for gifts up to $1M, strengthening the donor pipeline and deepening philanthropic partnerships that directly fueled programmatic growth and capital priorities.

 

Interim President Role. Appointed by board of directors to co-lead organization during nine-month presidential vacancy (2023–2024) as “Office of the President”—a transitional framework that empowered the five HHF vice presidents with presidential-level authority and responsibility for leading day-to-day operations and maintaining strategic momentum throughout a national leadership search.

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Executive Leadership. Served on foundation president’s Senior Leadership Team, guiding strategy, operations, and culture while co-leading daily management, budget planning, and staff engagement and development. Played key role in executive communications, governance, and board relations to advance cross-functional alignment and mission impact. Liaised with hospital C-suite and physician leadership to develop philanthropic funding priorities, cultivate and steward donors, track philanthropic expenditures and expectancies, create new business processes, strengthen partnerships, and deepen the culture of philanthropy across the enterprise.

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Revenue Growth and Team Expansion. Designed and implemented strategies to grow and sustain five-fold increase in total annual fundraising—from $20M to over $100M—maintaining a cost-per-dollar-raised at or below $0.18 while scaling HHF team size from 25 to 80+, through strategic leadership, innovation, and operational discipline that preserved efficiency and elevated performance.

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Strategic Planning. Co-led development of HHF's strategic plan alongside senior leadership and board of directors, shaping five topical pillars with up to three strategies each. Guided by a core principle of engaging staff at all levels, facilitated small-group workshops to collaboratively build tactics under each strategy—ensuring foundation-wide sense of ownership and investment. Led tracking and reporting of progress toward benchmarks and timelines for one of the five pillars—“Culture of Philanthropy”—driving transparency, momentum, and accountability across the organization.

 

​​Campaign Planning and Management. Oversaw strategy and management for public phase of comprehensive campaign, Hoag Promise—exceeding $760M on a $627M goal—and accelerated giving by mobilizing 300+ community leaders, physicians, and grateful patients as campaign volunteers and ambassadors. (Note: strategic physician/volunteer engagement in prospect cultivation shortened the average cultivation-to-gift timeline from 18-24 months to eight months.) Developed campaign timeline, gift tables, prospecting strategies, volunteer structure, and communication plans. Created library of standardized and ad-hoc campaign reports and analysis. Presented campaign plans and results to boards of directors, volunteer leaders, hospital leaders and staff, and donors. Planned and led campaign volunteer workshops, engagement activities, and priority setting processes. 

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Annual Giving. Designed and executed targeted multi-channel appeals focused on acquisition, retention, and upgrading—reaching 100,000+ households annually, yielding nearly $1M per year and securing 17,000 new donors throughout the Hoag Promise campaign—increasing long-term retention to 68% through scalable strategies and sustained engagement. Organized and managed team of eight volunteer donors to place gratitude calls to donors within one week of a gift. Developed business processes, automations, and mechanisms to provide front line fundraisers with regular supply of new qualification prospects and real-time giving activity of their managed donors. 

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Grateful Patient Identification and Engagement. Implemented daily wealth capacity screening protocols to identify high-potential patients, pairing with streamlined systems that alerted frontline fundraisers to key opportunities for in-person engagement—from visiting known donors during inpatient stays to making warm introductions to prospects newly admitted. Program also included a heartfelt concierge-style touch: a thoughtful flower delivery process for admitted donors, reinforcing gratitude and care while strengthening philanthropic relationships. This initiative not only deepened donor loyalty but positioned fundraisers to connect meaningfully in real time.

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Physician Prospect Referrals. Launched physician referral program empowering clinical partners to identify and connect grateful patients with HHF in a timely, mission-aligned way. Through strategic engagement, personalized training, and streamlined referral workflows, HHF's network of more than 130 physician partners became active champions of philanthropy. Program generated over 100 new patient referrals annually, creating a reliable pipeline of potential donors while deepening the partnership between caregivers and the development team. This initiative not only honored the patient-physician bond—it strengthened philanthropic culture across the institution.

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Employee Scholarships. Founded and managed a non-nursing employee scholarship program and personally fundraised from and stewarded, individuals, corporations, and foundations to award $1.5M—empowering 300+ employees to pursue degrees, advance their careers at Hoag, and strengthen workforce retention. Authored case-for-support, designed marketing collateral, presented to boards of directors, donors, and Hoag physicians and employees. Developed award policy and process framework. Chaired application and selection group. Recruited Hoag physicians and leaders to serve on committee as part of individual cultivation strategies. Led internship placement and career mapping for scholars. Facilitated introductions between scholars, donors, and career growth opportunities. 

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Grant Writing and Corporate Donors. Directed successful grant proposals, donor communication plans, and high-impact stewardship events and activities—enhancing brand visibility and donor trust through compelling messaging and meaningful experiences that inspired continued investment.

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Prospect Management and Research. Modernized the prospect management and research department by expanding staff from one to four, implementing state-of-the-art research tools, and enhancing business processes—empowering fundraisers with access to self-service, synthesized information, automated donor profiles, precision analytics, and scalable infrastructure that accelerated giving and accountability. Decreased request turn-around time by 50%. Created and socialized clear, written policy and process documentation. Developed mechanisms to provide consistent pipeline of qualification prospects and ensure appropriate portfolio churn, aligned with industry best practices. 

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Major Gift Pipeline. Conducted a comprehensive donor database analysis using philanthropic scoring to identify priority prospects—yielding $112 million from 101 new major gift donors. Developed and deployed new moves management and prospect qualification processes, metrics, and progress reporting. Thereby converting actionable insights into transformational support.

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Event Planning. Guided strategy and invitation list building by leveraging data analytics for cultivation and stewardship events focused on individual, corporate, and foundation prospects and donors. Liaised with HHF events, communication, and development teams to coordinate logistics, including pre- and post-event messaging and engagement. Captured relevant event-related data and provided analysis of event impact and ROI to leadership. 

 

PGA Tour Champions: Hoag Classic Sponsor and Donor Hospitality. Leveraging data analytics, informed planning process to develop invitation list for access to HHF's VIP villa on the 18th green, pro-am competition, and tournament events as part of individualized donor cultivation strategies. Served as member of dedicated hospitality team, helped welcome and engage sponsors and donors via thoughtful hosting and personalized interactions. Ensured guests felt appreciated and connected to the organization's mission by curating memorable experiences and expressing meaningful gratitude throughout the event. Facilitated introductions between donors and professional golfers. Staffed gift lounge, ensuring each pro-am player was provided with sponsor merchandise and apparel.

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NFL: Los Angeles Chargers Training Camp and SoFi Stadium Suite. Utilizing data analytics, supported invitation list development, integrating with individual donor cultivation strategies. Staffed private training camp villa and VIP suite at SoFi stadium. Played a key role in hosting donors and prospects, creating intimate and memorable experiences that deepened their connection to Hoag. By facilitating introductions to players and coaches, curating behind-the-scenes access, and delivering warm, intentional hospitality, fostered genuine relationships and showcased the impact of their support in an inspiring, high-energy, professional sports environment.

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Professional Development, Training, and Culture Building. Developed onboarding, training, and professional development programs and protocols that increased new-hire satisfaction by 130%—cultivating a resilient and high-performing team culture centered on purpose, clarity, and growth. Served as mentor to early-stage professionals. Guided direct reports through career mapping. Taught staff how to envision, articulate, and successfully pitch new role/function concepts to leadership. Led training sessions on criteria-based decision-making, strategic planning, and budget management.

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Board Reports, Financial Analysis, and Forecasting. Designed and delivered board reports, in person and electronically, that clearly communicated fundraising productivity, budget and accounting metrics, and forecasting—fostering transparency, confidence, and informed strategic direction among leadership.

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Budget Planning, Oversight, and Reporting. Managed annual $300,000+ operating budget, along with specialized budgets for high-impact initiatives such as database migration and campaigns. Collaborated with accounting team to monitor monthly expenditure activity and maintain alignment with organizational guidelines, reinforcing financial discipline and transparency. Trained direct reports to create and manage budgets for their respective areas, thereby cultivating a culture of fiscal ownership and operational acumen. 

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Business Intelligence. Created a business intelligence division, including adding in-house engineers and analysts, to provide all departments with automated reporting, strategic insights, and 100+ self-service Power BI dashboards—institutionalizing data-driven decision-making and increasing workflow efficiency and organizational agility. Led project planning and implementation to create data standards and policies, build IT infrastructure, data warehouse, and ETL processes. Developed and nurtured vendor and cross-department partnerships to enable and sustain BI division. 

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Market Intelligence and Strategic Positioning. Led a board-sanctioned study of the local philanthropic market leveraging a novel methodology, identifying total capacity of the community, multi-year giving trends, Hoag’s philanthropic positioning, and competitive insights—informing strategy and driving market share growth.

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CRM Migration and Systems Modernization. Planned and oversaw a complex database conversion project, migrating from a locally-hosted legacy system, The Raiser’s Edge, to the Salesforce-based solution, Ascend—future-proofing fundraising infrastructure and improving operational integration. Developed and led comprehensive change-management process following best practices, ensuring each stakeholder and employee participated and felt a sense of ownership over the project. 

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Technology and Desktop Support. Led technology operations team, overseeing hardware and software systems and budget. Modernized board and conference room A/V infrastructure with adaptable video conferencing, while equipping staff through customized training and user-friendly guides. Ensured seamless tech support across the organization, implemented contingency plans for hybrid events, and partnered with Hoag IT on cybersecurity, equipment procurement, and system maintenance to elevate functionality and resiliency. Served as the go-to Subject Matter Expert (SME) for Word, Excel, and PowerPoint, providing training, coaching, and skill building to staff at all levels.

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Database Management. Led database management staff responsible for 90,000 constituent records and 500,000 integrated patient household records totaling over 5M individual encounters. Deployed improved data integrity processes to ensure thorough hygiene audits and bi-annual demographic updates. Formalized data governance and access protocols, enhancing organizational security and accountability.

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Gift Processing. Oversaw gift operations team responsible for processing up to 5,000 annual contributions, ensuring accuracy and compliance across all payment methods. Designed and implemented enhanced protocols for gift entry, constituent recordkeeping, and reporting in alignment with GAAP and IRS guidelines. Increased efficiencies for producing fundraising and accounting reports, managing donor pledge communications, facilitating educational workshops, and collaborating on policy development.  ​​