Senior Philanthropy, Marketing and Business Development Executive with 35 years experience in Healthcare and Education Administration, Nonprofit and Corporate Consulting.
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Established and developed this privately held nonprofit consulting practice which has provided Strategic, Philanthropic and Marketing counsel to medical groups, community and academic hospitals, professional associations, private schools and nonprofit organizations throughout North America. Client roster includes major medical university, medical associations and societies, professional groups, private and parochial schools, and patient groups from 1999-Present.
*Planned, marketed and directed innovative several multi-million dollar capital campaigns, annual fund programs, planned and major gift efforts, cause-related marketing campaigns, and sponsorship development strategies. Outcomes have exceeded $50 million.
*Provided comprehensive executive direction in strategic planning, marketing and fund development to both governing boards and executive staff(s) of each client organization.
*Conducted executive and Board Member training and educational programs.
*Directed branding and trademark registration programs for client organizations.
*Directed major tactical business projects. Conceptualize and prepare effective business plans, case statements, video productions, Power Point presentations, and CD-ROM presentations in support of revenue development.
Planned, Launched and Operate this Nonprofit Healthcare and Education Consulting Practice serving: Medical Societies, Professional Associations, Universities and Private Schools, Patient Disease Groups, Hospitals and Clinics.
Planned, directed and accounted all Philanthropic Program Activity as a contract executive.
Served as the Chief Operating Officer to this transitional-stage Accountable Care Organization focused on healthcare delivery improvements in clinical pediatrics; achieved national recognition for excellence from the American Academy of Pediatrics; prepared multi-million dollar philanthropic grant submissions, established Board functionality, and oversaw professional staff: Philanthropy/Marketing, Accounting, Finance, IT and Practice Development Coaches.
As an interim executive brought to the organization to scale its program support to 43 state affiliates and the National Service Office, I championed a multi-million dollar fundraising effort involving the top tier U.S.-based foundations who contributed collectively over $30M to sustain NFP.
Responsible for oversight and planning of the Catholic Diocesan School System of more than 40 schools in Central Florida. Direct reports included the CFO, CMO, and Director of Strategic Planning for Schools.
In just two years, re-engineered and expanded comprehensive philanthropy programs for both the parent organization (AAN) and its charitable foundation and achieved an increase in annual revenues from $1,700,000 to $3,000,000 annually.
*Developed a vision and business plan to support the AAN Foundation adult Neurology Advancement.
*Conceived and implemented strategies that unified competing interests within the field of Neurology.
*Directed a four-person staff; also managed the 13-member AAN-ERF Board and program committees.
*Developed and managed a combined $350,000 operating budget.
*Represented AAN to outside organizations and agencies.
*Designed and directed a major gift campaign celebrating the 50th Year Anniversary of AAN.
*Established patient health education brochure series in Neurology that significantly increased public and professional awareness of major Neurological Diseases.
*Promoted recognition of Stroke as a leading health issue in the U.S., gaining increased financial support for patient and professional education.
*Directed the effort to procure funding support for new International Migraine Management and ALS Guidelines published and recognized by a coalition of professional medical societies.
Defined, developed and implemented a new Development and Marketing Unit to fund and promote the largest pediatric center in Central New England. Directed the re-organization of fundraising and community relations programs, recommended new board composition, and by-laws; recruited a new lay, leadership team to guide Children's Medical Center.
*Planned and directed a $1,000,000 capital campaign for the U-Mass Children's Medical Center: One Step Forward. Directed special campaign to raise capital for an innovative Pediatric Diabetes Research Project
*Established a lucrative cause-related marketing campaign with largest auto dealership in the region.
*Coordinated the grand opening of the new Children's Ambulatory Care Center.
*Planned and directed the January 1996 premier of the film: Two If By Sea, starring Denis Leary and Sandra Bullock; The event raised several hundred thousand dollars in support of Pediatric Aids Research.
Served as the Chief Development Officer of this acute care community hospital in SE MA and introduced new and innovative Philanthropy Programs; secured the highest annual revenue receipts at the time for the hospital and directed a four-member development staff, and planned and directed a multi-year capital campaign without external counsel.
Recruited, trained and managed the activities of 25-member Campaign Steering Committee and more than 100 volunteers, represented the Jordan Health Systems on local business and civic initiatives including Chamber of Commerce, Education Councils, etc.
*Raised $10,000,000 in support of $28 million building expansion project. The two and one-half year capital campaign: To Keep Jordan on the Move exceeded the original goal by $7,000,000. Identified and cultivated largest planned gift in the organization history-- a charitable remainder trust with corpus of $5,700,000.
*Raised $500,000 for capital equipment used in the new Bailey Ambulatory Care Center through community campaign from sources that had never participated in a capital campaign before.
*Planned and implemented repositioning of Jordan Health Systems, Inc. as a regional leader in acute medical care.
*Increased and diversified this nonprofit corporation's donor base
*Attracted state-wide recognition to Jordan's innovative solutions to problems relating to health care delivery.
Developed and implemented reorganization of the Development Office for this Nation's oldest private, special needs day school. Planned and conducted a Feasibility Study and Pace-setter Gift Phase to raise $5,500,000 to support development of a new $13 million campus center for children ages: six to 21 with physical, medical and learning disabilities.
of this Boston-based management consulting firm responsible for tactical business planning, product research, communications, and the delivery of executive sales and management training programs to the banking, financial services, technology, and telecommunications industries. Training programs developed: Relationship Management, Selling Corporate Finance, Retail Bank Cross-selling, and Asset Based Lending Sales Training. Client list included top money center banks, regional banks, investment banking firms, regional Bell Operating Companies, and computer hardware and software manufacturers; emphasis on systems development, relationship management, and project management systems.
Defined, designed, and developed the initial Medicaid Management Information Billing Manuals for this State-wide Medicaid Provider Program totaling $57 M in expense. Initial focus was on Long-term Care, Dentistry, and Nursing.
Designed a training curriculum that was rolled out in all counties of the Commonwealth of Massachusetts.
- Executive Leadership, Nonprofit Organizations, Philanthropy, Marketing and Strategic Planning
- Content Marketing Strategy
- Developed New Marketing Strategies
- New Business Development
Pro-life Charitable Organization focused on Advocacy and Education of University and High Students.