NANCY THOMAS

Denver, CO 80204 303.494.1915 NancyT44@gmail.com www.linkedin.com/pub/nancy-thomas/6/54a/4a/

HIGH-LEVEL FUNDRAISER WITH TRACK RECORD OF CONSISTENTLY INCREASING MAJOR GIFTS
IMMEDIATE VALUE OFFERED INCLUDES...
Natural Leader. Advocate. Collaborator. High Achiever. Pioneer. Integrity. Fortitude.
Possess over 20 years of accomplished fundraising and advocacy strategies experience in varied
industries with a record of combining innovation with solid implementation to drive in performance
that outpaced goals.

Non-profit fundraising: Identified and captured 6 to 7 figure gift opportunities with an innate
ability to translate complex concepts into understandable terms to inspire major gifts.

Financial Services fundraising: When given a desk and a phone, raised and then managed $50M in
assets entrusted to me by individuals, trusts and small corporations growing funds an average of 25%
per year.

Advocacy: Experience lobbying federal and state issues, secured 22 Congressional co-sponsorships
(out of possible 31) in state of New York for the Civil Rights Tax Relief Act (CRTRA) of 2003 including
New York members of the House Ways and Means Committee (Houghton, Rangel & McNulty)
contributing to a change in tax law.

Event Planning: Set up donor and prospective donor events with faculty and volunteers,
strategizing for engagement and movement along donor continuum. Experience planning and giving
seminars for prospective clients in financial services.
Education
Brown University, Providence, RI - AB English
PROFESSIONAL EMPLOYMENT HISTORY AND SELECT PERFORMANCE HIGHLIGHTS
UNIVERSITY OF COLORADO/UNIVERSITY OF COLORADO FOUNDATION, Aurora, CO
Major Gifts Officer, Anschutz Medical Campus, 2012 - Present
Scope: Raised major gifts through collaboration with faculty partners in regenerative medicine, stem cell
biology and orthopedics.

Consistently outperformed versus goals: 200%+ of goal FY13 (under 8.5 mths.); just under 300% of
goal FY14; $1.8M secured for current FY and pipeline of $6.5M+.

Cross unit collaborative strategizing for $100K to $5M level gifts with faculty and development
partners.

Initiated a grateful patient program with faculty.

$4M in planned giving - $3M FY14 and $1M in pipeline.

CONGRESSIONAL LOBBYIST VOLUNTEER
Washington, D.C., 2002-2004, Ohio 2007, Colorado 2011-2012
Scope: Lobbied for Civil Rights Tax Relief Act (CRTRA).

Secured 22 co-sponsorships (out of possible 31) in state of New York (13 Democrats, 7 Republicans in
the House and 1 Democrats in the Senate) in DC and follow-up with Congressional Representatives
and Senators for the Civil Rights Tax Relief Act (CRTRA) in 2003 including all New York members of
the House Ways and Means Committee (Houghton-R, Rangel-D, McNulty-D). The 21 sponsorships in
the House represented 15% of the total nationwide. One provision was attached to the JOBS Bill of
2004 and became law.

Subsequently worked on the remaining two provisions of the CRTRA in Ohio and Colorado.
NANCY THOMAS PAGE 2
Denver, CO 80204 303.494.1915 NancyT44@gmail.com www.linkedin.com/pub/nancy-thomas/6/54a/4a/
ELIZABETH CADY STANTON TRUST, Greenwich, CT
Development and Fundraising Volunteer, 2002-2004
Scope: Participated in programs and events in New York City Metro community to further the interests of the
Elizabeth Cady Stanton Trust where women and the law meet.

Positioning the Elizabeth Cady Stanton Trust outreach to targeted audiences within the Nonprofit
community and government of NYC at reception in honor of Womens History Month at Gracie
Mansion hosted by Mayor Michael Bloomberg and LIfetime television.

Consultant for the retail marketing of reproductions of the Elizabeth Cady Stanton collection.

Consulted on developing a plan for a nationwide rollout of a traveling exhibit of the Elizabeth Cady
Stanton Trust artifacts coordinated with states celebrating 51% achieving the right to vote.

Donated artifacts on pay equity within the financial services industry which have been officially
acquisitioned by the Elizabeth Cady Stanton Trust.
MERRILL LYNCH PIERCE FENNER & SMITH, New York City, NY
Assistant Vice President, Senior Financial Consultant, 1982-2000
Scope: Wealth Management Specialist/Relationship Manager responsible for results driven advocacy through
educating and assisting clients in reaching their financial goals.

Ranked in the top 2% of 12,300 FAs (financial advisors) of percentage of business annuitized.

Achieved higher client retention rate than the average for those with 10+ years of service - transfer
out rate 1.4% v. 6.0%.

Ranked in the top 12% of 7,000 FAs in number of professionally managed portfolios - Neuberger
Berman, Lazard Freres et al.; top 13% in assets; and top 12% in commissions.

Ranked #1 for annuitized production credits as a % of assets in the New York City District for 2 years,
and #1 in New York City office for 6 years.

Ranked #5 and #4 for revenue premium in last two years.

Presented to Federal Reserve Board Pension Committee and the Employee Benefits Management at
Con Edison.

Networked with client attorneys and CPAs for referrals.

Collaborated with internal tax attorneys and specialists to provide client strategies.

Developed, sold and taught classes on financial and estate planning insurance to 350 FAs and
Managers in 5 New York City Metropolitan offices.

Developed a prototype for client centered financial planning, utilized in Merrill Lynchs financial
planning tool - Financial Foundations.

Appointed by management as coordinator of insurance and mutual funds for office.

Recognized for pioneering financial planning. Appointed to Financial Planning Advisory Board.
Served as New York City Metropolitan representative. Selected from 12,000 FAs.
ADDITIONAL RELATIONSHIP DEVELOPMENT AND MANAGEMENT EXPERIENCE
HOWARD GRAPHICS, INC., Director of Sales & Marketing, NY, NY 1982
AMERICAN OPTICAL, Regional Sales Representative, San Francisco, CA, 1979-1981
PROCTER & GAMBLE, Management Trainee, Sales Representative, Buffalo & Rochester, NY 1977-1979
TRAINING & LICENSING
Training: Crucial Conversations; Advancement Resources, LLC - The Art & Science of Donor Development;
Rape Advocate training, Procter & Gamble sales training.
Licenses held: Series 7 & Series 63; Insurance license for life, health, variable life and annuities; Real
Estate; Contact USA Certified Counselor.