Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Estela Mitrani

San Diego

Summary

Proven leader and well-rounded expert in fundraising and organizational development. Recognized and sought-after leader in field and motivational manager of professional colleagues. Thoroughly understands donor development, estate planning, grant writing and how to create unique strategies to meet specific funding needs.

Experienced with strategic fundraising and donor engagement. Utilizes innovative approaches to enhance philanthropic support and achieve mission-driven goals. Track record of effective team leadership and relationship management.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Legacy Program Manager

Jewish Community Foundation San Diego
02.2022 - Current

• Helped secure more than $5 Million in current and deferred assets, developed additional giving programs and strategies that include: Gifts of Real Estate, CGAs and CRTs.

• Develop, plan and implement programs for individuals and organizations in support of planned giving and governance.

• Coordinate and facilitate endowment building and governance with Jewish organizations, synagogues, and individuals.

Community Outreach Manager

The San Diego Foundation
03.2015 - 02.2022
  • Created and fostered relationships with key stakeholders, including, members, donors, professional advisors, community, nonprofit, philanthropic, and civic leaders, government administrators, and elected officials throughout the San Diego region
  • Developed affiliate goals and strategies for endowment and legacy building, membership growth, and grantmaking for the Regional Affiliate foundations
  • Established corporate and other philanthropic relationships for support of Regional Affiliate goals and activities
  • Identified donor prospects and collaborated with Charitable Giving Team to optimize business development opportunities
  • Established and maintained effective relationships with internal and external contacts at multiple levels and with individuals from varying cultural and ethnic backgrounds

International Sales Manager

ACON Laboratories
03.2011 - 02.2015
  • Demonstrated ability to drive revenue growth and brand recognition through implementation of a customer focused sales effort for all Clinical Chemistry product lines in Latin America
  • Generated new leads via telephone, email, internet, tradeshows, networking, and other sources
  • Identified, scheduled, and attended global tradeshows and conferences
  • Generated and maintain territory plans by creating detailed monthly, quarterly and annual reports of account activity while ensuring that territory was progressing to plan
  • Ensured territory met quarterly/yearly product sales forecast and new account generation goals
  • Worked closely with R&D to resolve any outstanding quality concerns

Business Development (East Coast Region)

3E Company
11.2009 - 03.2011
  • Managed all sales efforts pertaining to hazardous materials information management services to chemical distributors, process manufacturers, health care and power utilities industries
  • Applied a consultative (Solution Selling) approach to identifying sales opportunities, stimulating client interest, managing evaluation plans and closing new business

Branch Manager

Wells Fargo Financial
04.2004 - 05.2006
  • Generated and managed $30 million dollars in real estate asset portfolios; ensured branch meet monthly and quarterly sales goals, lead extensive employee training and recruiting, performed daily client sales presentations

Education

Bachelor of Arts - Internal Business, Latin America: Finance & Portuguese

San Diego State University

Portuguese and Business

Pontifícia Universidade Católica do Rio de Janeiro

Skills

  • Project management
  • Strategic planning
  • Stakeholder engagement
  • Risk management
  • Team leadership
  • Cross-functional collaboration
  • Organizational skills

Certification

  • Certified Specialist in Planned Giving (CSPG) - American Institute for Philanthropic Studies.

Languages

Spanish
Portuguese

Timeline

Legacy Program Manager

Jewish Community Foundation San Diego
02.2022 - Current

Community Outreach Manager

The San Diego Foundation
03.2015 - 02.2022

International Sales Manager

ACON Laboratories
03.2011 - 02.2015

Business Development (East Coast Region)

3E Company
11.2009 - 03.2011

Branch Manager

Wells Fargo Financial
04.2004 - 05.2006

Portuguese and Business

Pontifícia Universidade Católica do Rio de Janeiro
  • Certified Specialist in Planned Giving (CSPG) - American Institute for Philanthropic Studies.

Bachelor of Arts - Internal Business, Latin America: Finance & Portuguese

San Diego State University
Estela Mitrani