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Terrance Lee

Terrance Lee

FUNDRAISING & DEVELOPMENT | ANNUAL GIVING | MAJOR GIFTS | PLANNED GIVING

Talent
Charlotte, NCMember since October 11, 2026
Major Gifts & Planned GivingCross-Functional CollaborationSalesforceBloomerangRaiser's EdgeTeams
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Major Gifts & Planned GivingCross-Functional CollaborationSalesforceBloomerangRaiser's Edge

About

Strategic, relationship-centered Certified Fund Raising Executive (CFRE) with 15+ years of experience developing and executing annual giving, major gifts, planned giving, donor communications, and comprehensive fundraising strategies. Proven success securing millions in charitable contributions and increasing fundraising revenue through strategic donor engagement, pipeline development, and integrated campaigns. Experienced in moves management, prospect research, donor cultivation and stewardship, CRM management, donor segmentation, and data-informed fundraising.

Skilled in communications and marketing, project management, and cross-functional collaboration with executive leadership, boards, program teams, and external partners.

Experience

Deputy Director at Red Panda Network (2012 – 2026)

  • Developed and executed comprehensive fundraising strategies that secured millions in charitable contributions and increased revenue by 9,900%.
  • Cultivated, solicited, and stewarded long-term relationships with individual donors, major donors, corporate partners, and foundations.
  • Managed donor pipelines and developed individualized cultivation, solicitation, and stewardship strategies informed by donor interests, giving history, engagement, capacity, and organizational priorities.
  • Designed and implemented annual, monthly, major, and planned giving initiatives that strengthened donor retention, increased engagement, and grew lifetime giving.
  • Identified and qualified major gift and institutional prospects through prospect research, relationship development, donor screening, and strategic engagement.
  • Applied moves management principles to guide prospects and donors through qualification, cultivation, solicitation, stewardship, and renewal.
  • Developed fundraising appeals, donor communications, impact stories, newsletters, marketing content, proposals, and stewardship materials.
  • Collaborated with executive leadership and the Board of Directors on fundraising priorities, campaign strategies, donor cultivation, solicitation, and leadership engagement.
  • Cultivated foundation and corporate partnerships to diversify revenue and strengthen organizational sustainability.
  • Planned and executed donor engagement events and cultivation opportunities that strengthened relationships and connections to mission.
  • Managed donor data in Salesforce and Bloomerang, maintaining accurate records of donor interests, giving history, interactions, engagement, and next steps.
  • Used CRM segmentation, reporting, analytics, and donor data to identify prospects, guide targeted outreach, and inform fundraising decisions.
  • Managed multiple fundraising projects, campaigns, communications initiatives, and deadlines from planning through execution and evaluation.
  • Collaborated cross-functionally with leadership, communications, finance, program staff, board members, volunteers, and external partners.
  • Implemented ethical, donor-centered fundraising practices emphasizing donor intent, transparency, accountability, confidentiality, and responsible stewardship.

Development Associate at UC Hastings (2010 – 2012)

  • Supported annual giving campaigns, donor communications, stewardship initiatives, and fundraising events.
  • Conducted prospect and donor research to identify major gift and foundation funding opportunities and inform cultivation strategies.
  • Managed donor stewardship activities and maintained accurate donor records in Raiser's Edge CRM.
  • Prepared donor correspondence, campaign materials, reports, acknowledgments, and other fundraising communications.
  • Supported multi-channel outreach and communications designed to engage donors and strengthen relationships.
  • Collaborated across departments to coordinate fundraising projects, communications, and donor engagement activities.

Education

Bachelors of Science in Conservation Biology – Sonoma State University

Skills

FUNDRAISING & DEVELOPMENTANNUAL GIVINGMAJOR GIFTSPLANNED GIVING

Reviews

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