At SP, we provide both strategy and execution of charitable giving and legacy planning to high and ultra-high net worth clients and their advisor team. We work with clients where ever they are in their philanthropy, from just getting started to developing a new strategic plan after many years of giving. We effectively function as an outsourced foundation staff but work with any pool of philanthropic capital (donor advised funds, foundation corpus, charitable trusts, etc.). Responsible for both direct client services and business development where I connect with a network of wealth, estate planning and tax advisors and family offices to explore opportunities to assist their clients with their philanthropy, including vehicle determination, the integration of their next generations and implementation of their lifetime charitable giving and their legacy planning. www.stratphilanthropy.com

Full-time from January 2006 to December 2007 (prior to moving to Illinois) Remain part-time todaySet up an estate plan consisting of a 4 story building on the historic Boston Common, a 150 acre farm in Washington, NH, large Victorian home in Newton Centre and various assets to form a private family foundation forming on the donor's passing. Currently and in the future, the building on the Common will be a non-profit office facility in perpetuity (existing tenants which I recruited and executed leases for include First Literacy, Edgar Allan Poe Foundation, and Emerson College).The New Hampshire farm will be used for non-profit purposes (artist venue or animal welfare). It contains a 1700 era farm house which will be open to various non-profits for use. I remain currently involved on a part time basis with this entity and will going forward as one of two trustees however it is akin to serving on a board of directors.

Working with various non-profits and businesses serving non-profits on revenue development objectives including but not limited to :Grant supportMembership & volunteer recruitment Donor expansion and relationship cultivationCopywritingMedia outreach including drafting of press releases Ghostwriting interviewsSocial media including Facebook, Twitter, website content, blogsFundraising - including event planning (conception, management, execution)e-mail campaignsStrategic partnerships for mission awareness and cross promotionBoard of directors recruitmentTrack record in recognizing and developing creative synergies among organizations which can lead to mutual beneficial audience awareness and donor support.Effective and personable communicator to donors including existing, potential and lapsed contributors.Experience working and networking with high net worth individuals, executive (C-level) officers and senior government officialsExperienced with ethnic, income and cultural diversity concerns and challengesExecuting all efforts with highest level of personal integrity, diplomacy and discretion.Developed contacts, new cause marketing products, retail and future exhibit partners by staffing the MSA (Museum Store Association) annual conferences for Image Exchange (Brooklyn, NY). Clients include : Keith Haring Foundation, Andy Warhol Museum, New York City's MTA, Chicago's CTA, Amtrak, Sony, and the Estate of Edward Gorey / Gorey House.

Started with Rocket USA as a consultant on marketing, PR, sales, finances, and product development and transitioned to President after 12 months in January 2009 until February 2011 - the company closed in March 2011, an event triggered by the sudden passing of the sole owner in November of 2010. Please note the website is no longer active, reference provided by partner in the business, former Vice President of Creative at TY, Joy Michel (Joy is the designer of the Beanie Babies line for Ty Warner). • Assumed the duties of President after completing one year as a consultant during which time increased sales 45% and achieved a profit after 10 years of net losses• Originated and maintained licensing agreements with Major League Baseball, 20th Century Fox (Simpsons, Futurama, Gort (Day Earth Stood Still), Estate of Larry Harmon (Bozo the Clown) and celebrity chef Mario Batali. Worked extensively for high impact marketing opportunities for these licenses i.e. Gort was used by Best Buy stores in a DVD promotion.• Oversaw all banking relationships, finances and strategic investment decisions, reduced corporate debt by $275K during tenure. Negotiated royalty contracts and provided accounting reporting to investors and licensees.• Oversaw all operations including management of domestic staff of 8 and China based international staff of 2 as well as worked on product development for in-house brands (Buddha Buddha Life, Lubies)

Sabbatical after 21 years (see next entry) I worked pro bono for this museum house which I conceived and helped launch in June of 2002 with the assistance of Highland Street Foundation. www.edwardgoreyhouse.orgThis is Edward Gorey's actual home which he owned at the time of his demise in April of 2000. While working at Highland Street Foundation, I put together a business plan to purchase it from his Trust and then work with them to make it open to the public, borrowing original art and personal effects from both the Edward Gorey Charitable Trust and his family and friends to maintain an ongoing, annually rotating exhibit.

Founded 1989, as part of a family office, I became the full-time ED in October 1997.Started as a $183,000,000 cash endowment plus $40M in real estate assets, oversaw permanent staff and consultants (including Cambridge Associates for investment management). Administered grant making from 1989 inception, become fully funded with the sale of TAD Resources International to Adecco.Administered over $100M in grants and PRI commitments during my tenure including implementation of a very successful Program Related Investment pool, as well as a number of conception to completion projects such as the formation of the Edward Gorey Museum House, a $25M funder collaborative for low income housing and the launch of 3 Nativity Prep Model middle schools in the low income cities of Lawrence, New Bedford and Worcester, MA.www.highlandstreet.orgLinks to projects that I served as the project manager for include:Home Funders www.homefunders.org Worked to organize and develop a partnership among major Boston area foundations (Hyams, Paul and Phyllis Fireman Foundation, Melville Foundation, The Boston Foundation, and on a national level the Annie E. Casey Foundation) to form a revolving loan pool to help increase the number of low income units in new developments.For a list of participants in Home Funders - please follow this link to see investors and partners, many of which I sat in on the "ask" for : http://www.homefunders.org/investors_partners.html Edward Gorey House www.edwardgoreyhouse.orgConceived this world recognized museum house and executed its formation in collaboration with the Edward Gorey Charitable TrustPrior to Highland Street, worked at TAD Resources International in the President's Office managing personal balance sheet of TAD's owner which included significant real estates holdings. Handled all aspects of leasing, maintenance, new construction, financing. Also worked on corporate communications, meetings and planning, staff compensation / HR.

First position after graduation. Starting as a staff accountant, I worked in a unique department which was an in-house family office for David J. McGrath jr., the owner of TAD Resources, which was sold in 1997 to Adecco. I worked with Goldman Sachs on various aspects of the sale. . During this time, I managed Mr. McGrath's personal balance sheet of non-TAD investments which included a significant nation-wide real estate portfolio of residential, industrial and commercial properties, including TAD offices. Responsibilities included financing the portfolio and overseeing property management team including lease administration, revenue collection, etc.This experience included working on both personal and company (TAD) credit compliance reporting with all lenders, managing lines of credit, mortgage financing. Extensive work with banking professionals as well real estate professionals (brokers, appraisers, contractors) was involved. I also managed the tracking of all other investments performance including but not limited to private financing, restaurant investments, etc. Managed a staff of 22 when the company was sold in 1997 and transitioned over to the Highland Street Foundation as executive director.