Carolyn Moatz is a consultant specializing in all aspects of development operations and advancement services. She works with clients to clean their donor and contact management databases; draft policies and procedures for data entry, acknowledgement and reporting; establish robust pipeline management practices; and create meaningful queries, reports and dashboards. Her current clients include Fairmount Water Works, People’s Emergency Center, Chimp Haven and People’s Light.
Prior to joining S&W, Carolyn served as database manager for Independence Mission Schools (IMS), where she merged databases across the 15-school system into a centralized DonorPerfect database, created standard operating procedures, instituted a prospect management system for frontline fundraisers and regularly conducted prospect research. Using internal and external sources, she developed and managed IMS’ prospect pipeline.
Prior to IMS, Carolyn worked in advancement services at Germantown Academy, where she increased and streamlined reporting for internal meetings and external publications. She also optimized the school’s Raiser’s Edge database to get the most out of its capabilities and maximize the return on investment.
Carolyn serves on the Board for the Association of Professional Researchers for Advancement (APRA), Pennsylvania Chapter and also serves as its communications and website director. She holds a bachelor’s degree from Gettysburg College.