Mark Longo Email & Phone Number

Pasadena, Ca, Us

Pasadena, California, United States

Primary areas of responsibility include strategic project management, facilitation of Board of Trustee activities, advancement benchmarking efforts, and development administrative management. Promoted from Director of Strategic Initiatives. Key accomplishments include developing Caltech’s first board-approved gift policies, creating and maintaining The Nucleus staff intranet, establishing gift opportunities and gift minimums for namings for Caltech’s $3.4 billion campaign, and leading the development of an award-winning suite of executive summary dashboards for institute leadership.

Pasadena, California, United States

Plans, facilitates, and accomplishes strategically identified, cross-functional projects and process improvements designed to enhance individual, team, and organizational performance. Works across the organization to solve systemic problems, create large scale efficiencies and put in place new or improved practices identified as “best in class” in the advancement profession. Convenes work groups, facilitates difficult or complex discussions, manages progress and otherwise makes sure assigned initiatives are successful. Acts as a key resource for change management activities (including those associated with the current database conversion project) and the “go to” person for technical assistance and/or training in the practices of project management and process improvement. Supports the efforts related to the annual planning and progress to goals process and various efforts designed to increase the degree to which individuals and teams routinely benchmark peer institutions to identify best practices and innovative ideas in higher education advancement.

Washington, District Of Columbia, United States

Serves as the senior team member responsible for implementing strategic development services tools for the nation’s oldest Catholic and Jesuit University. Creates and updates a comprehensive set of campaign policies and procedures that is consistent with industry best practices. Secured consensus among key constituencies for a comprehensive list of giving opportunities and price points by ensuring successful goal alignment for the university’s $1.5 billion campaign. Acts as a strategic advisor to all senior development directors and their teams on issues concerning campaign operations, budget, human resources, stewardship, and prospect management. Directs and oversees the University’s donor agreement process, working collaboratively with University Counsel, the Office of the Provost and others to ensure compliance with policies and procedures as well as donor intent. Created donor agreement repository and developed the framework for establishing an office of recording secretary. Organizes, leads and executes Advancement-wide schedule of professional development trainings and conferences. Successfully led the process to establish the University’s U.K. foundation.

Washington, District Of Columbia, United States

Provided direction and oversight of day-to-day business operations for 22-person development office of one of the world's largest nonprofit scientific and educational institutions. Supervised staff of five to carry out responsibilities including: database systems and management, gift and pledge processing and acknowledgments, budget preparation and monitoring, financial and statistical reporting, records management, prospect and donor research, management and tracking, event coordination, development policies and procedures, and office and facilities management. Managed ongoing vendor support and services. Directed department’s annual giving program with emphasis on online giving. Served as senior member of the Development management team, responsible for establishing three-year operational plan for the department and implementing benchmarks and goals in order to track progress. Provided operational support and guidance for planned $100 million endowment campaign. Managed the organization’s first electronic screening project that resulted in more than 14,000 new qualified prospects from the membership database. Provided direction and oversight on key project to improve online giving and establish new online donor community for VIP constituencies. Conducted operations audit and implemented procedures and changes to bring Development Office up to industry-wide standards.

Washington, District Of Columbia, United States

Managed and directed all administrative and procedural functions of 41-person development, marketing and membership department for the nation’s leading organization devoted to historic preservation. Hired, trained, supervised, and retained staff of ten to carry out responsibilities including: research, donor database, development communications, stewardship, special events, and budget and policy development. Handled and prepared all reporting functions for the National Trust’s first-ever $125 million comprehensive campaign. Developed and monitored $12 million department budget for Major Gifts/Campaign, Planned Giving, Marketing and Licensing, Membership Development, Save America’s Treasures, and Development Services offices. Managed coordination of 50th Anniversary Gala and campaign announcement, attended by more than 1,000 people and generating $500,000 in net revenue.

Washington, District Of Columbia, United States

Managed over 100 federal and state awards by coordinating proposal submissions, reviewing program budgets, monitoring financial and programmatic progress of awards, and coordinating billing and reporting requirements including deliverables and annual performance plans. Prepared subgrant agreements; monitored and supervised subgrantee performance and compliance. Identified new sources of federal and state grant revenue. Monitored and ensured compliance with all applicable federal and state regulations, including OMB Circulars A-110, A-122, and A-133. Prepared grant-related schedules for annual audit. Prepared and negotiated indirect cost rate with Inspector General’s Office of Department of the Interior. Submitted state registrations for charitable solicitation.

Washington, District Of Columbia, United States

Implemented and maintained corporate accounting system for 20-year-old economic development assistance organization promoting sustainable development in more than 20 countries. Ensured accounting functions complied with GAAP and OMB Circulars. Processed and reconciled accounts payable. Managed and fulfilled reporting requirements for more than 25 government and non-government grants and contracts totaling over $25 million. Assigned and maintained obligation system for awards, staff travel, purchase orders, subgrants, and consultant contracts. Prepared annual budgets and worked with independent auditors in preparation of annual audit.

Alexandria, Virginia, United States

Provided research and analytical support for the nation's largest educational foundation promoting civic awareness. Analyzed and interpreted budget and financial data. Fulfilled reporting requirements of government and non-government grants. Created weekly financial and statistical reports for Executive Council and Director's Council.

Alexandria, Virginia, United States

Managed timely processing and payment of $23 million of accounts payable each fiscal year. Hired, trained, and supervised two assistants. Ensured compliance with monthly and yearly closing and reporting procedures. Coordinated annual audit schedules for accounts payable

Waltham, Massachusetts, United States

Traveled to high schools and college fairs to provide information to students and parents about college and admission process. Identified and interviewed prospective applicants.

Executive Masters In Leadership

Bs, Economics And Finance

Activities and Societies: Falcon SocietyRecipient of the Dean’s Award