Nonprofits must manage their financial obligations, adhere to high ethical standards and stay true to their mission all in an extremely competitive environment. My goal is to build business and financial plans for a sustainable future.


I am dedicated to the success of nonprofit and philanthropic organizations and am available to work with you on an as-needed basis as a highly skilled, cost-effective resource. From policy and procedure development to expense management my goal is to apply clear thinking and creativity to the challenges at hand.


My approach is flexible and honed through a career in the for-profit sector. My aim is to utilize my experience in compliance, financial management, document development, project management and strategic planning to help build strong and lasting nonprofi torganizations.


To learn more contact me today.


Key Skills 

  • Develop policies and procedures to ensure organization is working efficiently and with transparency and to establish personal and organizational accountability.
  • Create documents needed to effectively run an organization such as code of conducts and conflict of interest and/or commitment policies and procedures along with associated process flows.
  • Partner with management to assist in the management and reduction of expenses.
  • Construct a simple system to prioritize and manage projects.
  • Design an actionable plan to achieve development, volunteer and organizational goals.
  • Write and update website content around key words to optimize search engine results
  • Develop and manage interactions with the corporate community to develop partnerships
  • Create presentations for the executive staff and Board of Trustees.


Related Case Studies: Prudential Financial



 Community service is an effective way for a company to improve employee satisfaction, increase employee retention rates and gain goodwill in the community. The Prudential Financial offices in Atlanta decided to commit their resources to the support of one organization. The challenge was to find one that would be acceptable to the corporation, as well as the greatest number of employees.



As the chairman of the management committee of Prudential Connection for Atlanta, it was my responsibility to successfully manage the selection process. First, we defined a set of criteria for the selection of an organization to benefit from Prudential’s support. After reviewing a number of organizations, the field was narrowed to three. These three groups made presentations to the committee. The committee conducted site visits, researched the viability of each, and made a selection for Prudential.



 Prudential selected Chris Kids, a local organization supporting families and children in need. The relationship has been a great success! We partnered with the Atlanta Community Food Bank to orchestrate times when Chris Kids worked alongside Prudential employees to sort food. Prudential employees tackled maintenance projects at the organizations group homes around Atlanta. We held back-to-school backpack drives, holiday gift drives, book drives, and more. As a result, Prudential Financial received the 2003 Child Welfare League of America Corporate Advocate Award.


“I’ve had the pleasure of working with Jackie on numerous projects where she has been a key player in achieving the desired results. Jackie’s dedication and enthusiasm were critical to the overall success of the relationship between Prudential and Chris Kids. The high level of associate participation and engagement in Chris Kids activities was a positive reinforcement of her ability to select the right organizational “fit” for Prudential and its staff. I have continued to personally support this organization over the years due to the introduction Jackie provided and the interaction she established between the groups.”—Cindy Estle, Vice President of Operations