E X E C U T I V E S U M M A R Y A highly experienced development professional who has demonstrated ability as a team player with a track record of achieving new levels of success in meeting financial goals and building strong relationships with individual and institutional donors. Strong fund development and writing skills with an impressive portfolio encompassing more than 20 years of hands-on experience in donor campaign design and implementation, event production, and strategic planning. Proven ability to effectively work with and motivate volunteers and board members, build on organizational strengths and identify new and creative fundraising opportunities, as well as in administering successful and cost- effective development plans. Specialization in higher education, healthcare, housing, recreation (bicycle and pedestrian) and community development and grassroots organizing. Creative, energetic and enthusiastic with an ability to inspire others and to foster mutually beneficial relationships. Strategic thinker and creative problem solver who is productive, passionate, motivated, organized, flexible and disciplined possessing a strong conceptual ability, as well as an ability to think intuitively.

C O N S U L T I N G

A R E A S O F E X P E R T I S E

O N L I N E P O R T F O L I O

www.linkedin.com/in/JeffreyLaValley

Jeffrey J. LaValley 260 Connecticut Avenue, Springfield, Massachusetts 01104

Home 413.363.9642 ▪ Cell 951.295.3090

jeff_lavalley1966@yahoo.com

Principal & Creative Director, Flourish Consulting & Creative Services Springfield, Massachusetts April 2013 to Present

▪ Center for Human Development/Cancer House of Hope

▪ Westfield Museum Inc.

▪ Westfield On Weekends Consultant, Philanthropy Guild Hampden, Massachusetts April 2014 to Present

▪ Berkshire Hills Music Academy

▪ Guidewire, Inc.

▪ Philanthropy Academy

▪ Veritas Charter School

Areas of Specialization

▪ Alumni Relations: Affinity Programming/Board Relations

▪ Fund Raising Appeals: Corporate & Employee Giving/Day Of Giving/Direct Mail/Electronic/Grateful Patients/Parents/ Phonathons/Reunions

▪ Fund Raising Strategies: Annual Fund/Major Gifts

▪ Communication Strategies: Branding/Marketing/Press Releases

▪ Donor Development: Identification/Cultivation/ Engagement/Stewardship

▪ Government Relations

▪ Program Planning

▪ Publication Management: Donor Reports, Newsletters

▪ Social Media Campaigns & Management

▪ Special Events: Conferences/Fundraisers (Run/Walk/Golf Tournaments)/Galas/Board Retreats & Strategic Planning/ Major Weekends (Homecoming, Parent & Family, Homecoming) Phonathons/Radiothons

▪ Strategic Planning

▪ Volunteer Management: Board Identification/Cultivation Engagement/Stewardship

▪ Annual Funds ▪ Board Development ▪ Branding ▪ Budget Development & Oversight ▪ Campaigns ▪ Community Outreach ▪ Corporate/Foundation Relations ▪ Databases ▪ Donor Acknowledgements ▪ Editing ▪ Event Design/Production/ Management

▪ Gift Entry & Processing ▪ Government Relations ▪ Grant Writing & Reporting ▪ Grassroots Organizing ▪ Leadership Development ▪ Major Gifts ▪ Marketing ▪ Media Relations ▪ Newsletters ▪ Press Releases ▪ Program Planning ▪ Project Management

▪ Public Relations ▪ Public Speaking ▪ Publication Management ▪ Segmentation Strategies ▪ Social Media ▪ Sponsorships ▪ Staff Management ▪ Stewardship ▪ Strategic Planning ▪ Volunteer Management ▪ Writing

Master of Education, Curriculum and Instruction Keene State College Keene, New Hampshire Certificate in Fund Raising University of Massachusetts Amherst Amherst, Massachusetts

Certificate in Personnel Management Disney University/Valencia Community College Orlando, Florida Bachelor of Arts, Journalism/Public Affairs Keene State College Keene, New Hampshire

▪ Chair-Elect, Westfield Museum, Inc. ▪ Immediate Past Chair, Friends of the Columbia Greenway Rail Trail Past Chair, Vice Chair & Founding Member ▪ Member, Nonprofit Volunteer Network of Greater Westfield ▪ Member, Greater Westfield Chamber of Commerce ▪ Honorary Member, Rotary Club of Greater Westfield ▪ Career Mentor, Keene State College Alumni Association ▪ Participant, Citizens Police Academy (Westfield, MA)

▪ Class Secretary/Agent/Reunion Chair, Class of 1988, Keene State College ▪ Past Chair, Southern California Regional Chapter, Keene State College Alumni Association ▪ Co-Presenter, University of California Los Angeles Extension Certificate Program in Fundraising ▪ Past President, Annual Giving Professionals Network ▪ Presenter, Western States Annual Giving Conference

E D U C A T I O N

C I V I C & C O M M U N I T Y I N V O L V E M E N T

E M P L O Y M E N T

Community Relations and Fund Development Manager March 2016 — Present Community VNA; Attleboro, Massachusetts As part of Community VNA's management team, reporting to the Director of Business Development, responsible for fostering the health and growth of the organization, which includes: Home Care, Hospice Care, Private Care, Adult Day Health Centers and related programs. Oversee all aspects of community relations. Develop and implement annual fund raising strategies with a goal of raising $300,000 in charitable funding from individuals, foundations, and businesses.

Major Responsibilities ▪ Manage annual fund calendar, including direct mail appeals, as well as special/donor cultivation events

▪ Research and write grants, build relationships, and report outcomes to foundations and corporations

▪ Research and cultivate donor prospects

▪ Steward major donors

▪ Manage all gift processing and acknowledgements

▪ Manage and write applications for government contracts, as necessary

▪ Manage solicitations for individual and corporate sponsors for the Spring Break Luncheon

▪ Produce event-related communications (save the date, invitations, programs)

▪ Coordinate the involvement of the Event Committee, Board of Directors, and Staff

▪ Manage event follow-up and acknowledgements

▪ Maintain and enhance Community VNA's print, online and social media presence

▪ Develop and produce all collateral materials, such as brochures, flyers, informational packets, ad copy, website copy, etc.

▪ Write press releases and coordinate distribution to media

▪ Create and implement strategies for increasing community visibility

▪ Manage the Raiser's Edge donor database to maximize accuracy, efficiency and productivity

▪ Maintain and enhance the development office infrastructure and administration

Jeffrey J. LaValley Page 2

Community Outreach Manager August 2014 — July 2015 Greater Springfield Habitat for Humanity; West Springfield, Massachusetts Reporting to the Executive Director, responsible for the development, implementation and communication of programs for maintaining and increasing resources to support the affiliate’s mission to build simple, decent and affordable housing for people in need. Planned and managed resource development strategies, including but not limited to direct appeals, house sponsorships, annual giving, individual giving, corporate donors, foundations, faith communities, as well as special event sponsorships/ticket sales.

Major Accomplishments

▪ Developed, implemented and evaluated short-term and long-term resource development / fundraising goals and strategies to meet operating and program needs including donor appeals & cultivation activities

▪ Managed a portfolio of donors and prospective donors, including identification, engagement, cultivation, solicitation and stewardship strategies

▪ Assisted in establishing appointments for the Executive Director and Board of Directors in an effort to maintain highly individualized and personal relations with donors and prospective donors

▪ Aided in drafting sponsorship materials including hardcopy, electronic and other media opportunities

▪ Leveraged established relationships with donors, volunteers, board members and colleagues to cultivate new sources of support

▪ Coordinated highly personalized donor thank you / acknowledgement program including writing and producing thank you letters, tax letters & special acknowledgements

▪ Maintained and provided, as needed, donor lists and reports for publications including newsletters, website listings, and program booklets

▪ Maintained a grant calendar to ensure that all potential opportunities were sought in a timely manner and wrote grant applications as well as supporting materials and final reports Director of Sales & Marketing and Executive Director/Banquet Manager October 2012 — April 2013 Shaker Farms Country Club; Westfield, Massachusetts

▪ As Director of Sales & Marketing responsible for all out-bound sales and promotions; generate leads and negotiate contracts for tournaments, leagues and banquet, as well as internal and external advertising

▪ As Executive Director/Banquet Manager responsibilities included marketing, sales and event coordination for banquets, events, and private functions. Additional responsibilities included market analysis, promotion and

coordination of 18-hole public golf course memberships, leagues, tournaments, and fundraising events

Associate Director of Donor Relations January 2012 — September 2012 Shriners Hospitals for Children-Springfield; Springfield, Massachusetts Responsible for helping to establish a decentralized donor development program for the hospital, a leader in pediatric specialty care, world-class research and outstanding medical education. In addition to coordination of [annual and major gift] donor identification, cultivation, and stewardship, responsibilities included development of engagement strategies for more than 100 Shrine fraternal organizations, clubs, units and affiliate organizations Major Accomplishments

▪ Increased unrestricted annual giving by 20%, one month ahead of previous year

▪ Laid groundwork for launch of Community Partners Program

▪ Established Grateful Patient & Family Giving Program

Community Development Coordinator May 2010 — April 2011 Noble Hospital ; Westfield, Massachusetts Reporting to the Vice President for Community Development, coordinated community outreach, education, fund raising, special events and marketing efforts designed to increase awareness of programs and services at a 97-bed acute care hospital

▪ Special Events: Executed special events and donor stewardship strategies, including creation of sponsorship packages and maintenance of prospect lists for 5K Noble Run/Walk and the Noble Ball

▪ Grant Writing/Foundation Relations: Research, writing/editing, tracking & reporting

▪ Fund Raising/Donor Relations: Planned, managed and implemented all phases of annual appeals/direct mail; coordinated donor acknowledgement/gift entry/reporting/acknowledgement processesy, reporting and stewardship

▪ Public Relations: Planned, managed and implemented production of internal and external marketing strategies, including development of printed collateral materials, and print, radio and TV promotions; wrote, edited, and coordinated dissemination of media releases; managed hospital's website and social media channels; contributed content for quarterly hospital newsletter

Jeffrey J. LaValley Page 3

Director of Alumni and Parent Relations [Term Appointment] August 2006 — September 2008 Keene State College; Keene, New Hampshire Managed comprehensive alumni and parent relations program, including serving as the primary liaison to a 15 person Alumni Association and 10 person Parents Association Board(s) of Directors, assisting each in programming, board recruitment, and strategic planning

▪ Maintained ongoing communication with members of Boards to ensure meaningful volunteer involvement

▪ Educated the KSC community about importance of Alumni/Parent Relations functions and academic/extra-curricular experience of students

▪ Assisted in keeping KSC traditions and campus experiences alive in the minds and hearts of all alumni and parents

▪ Identified and directed action steps to support the goals of the Advancement Division and Alumni Relations Offices

▪ Assisted College Relations Office with all alumni/parent communications

▪ Assisted with development and evaluation of strategy to secure increased alumni/parent participation in KSC Fund

▪ Provided contact information to all College offices and to the faculty for various programs that required alumni/parent participation (classroom speakers, guest lecturers, etc.)

▪ Managed activities of constituent networks by identifying leaders and coordinating activities on their behalf

▪ Engaged student groups to introduce them to Alumni Association activities and traditions to encourage their participation in future alumni events

▪ Managed department budgets, including oversight of all events; implemented programs and events, from creation to appropriate invitations, mailing lists, and execution

▪ Helped identify a network of volunteers for reunion planning and serves on reunion planning committees to ensure event success

▪ Acted as host and served as a representative of the College at all alumni events and important campus functions

▪ Managed Assistant Director, Online Community Coordinator, Administrative Assistant, and student interns

Major Accomplishments

▪ Homecoming 2006 and 2007– highest attendance records [355 and 403 respectively]

▪ Alumni Association Strategic Plan 2007-2009 – completed spring 2007

▪ Implemented new strategies for use of online and social networking tools

▪ Alumni Association Board mentor program – inaugurated fall 2006

▪ Established Summer Reading Program for parents – fall 2007

▪ Transitioned KSC Parents Association from independent 501c3 to dependent affiliate

Major Gifts Officer June 2005 — December 2005 National Gay and Lesbian Task Force; Los Angeles, California

Responsible for helping to establish a west coast major gifts program for the nation’s oldest LGBT political grassroots organization

Major Accomplishments

▪ Los Angeles Leadership Awards – highest attendance [250]

▪ Implemented a plan to double the number of Leadership Council members [300 to 600] through renewals and acquisitions, including identification, research, cultivation, and solicitation of individuals contributing $1,500 or more annually Associate Director of Development for Law Annual Funds April 2004 — June 2005 University of Southern California Gould School of Law; Los Angeles, California

Responsible for increasing alumni participation and giving to the USC Law Annual Fund comprised of more than $3 million in restricted and unrestricted gifts

▪ Managed Reunion Class Gift program raising more than 30% of all annual fund dollars through direct mail, class phonathons, and peer solicitation strategies; included recruitment, solicitation, training, management, and evaluation of 10 Reunion Class Gift committees comprised of more than 100 volunteers

Major Accomplishments

▪ Increased alumni participation from 14% to 16%

▪ Formulated and implemented a strategic plan for the USC Law Annual Fund

▪ Created and established a master planning calendar for reunion class giving

▪ Increased Third Year Law Class Gift participation from 43% to 66%

Jeffrey J. LaValley Page 4

Assistant Director of Annual Giving August 2000 — March 2004 Pomona College; Claremont, California As part of 4 member staff, managed several programs within the Office of Annual Giving [Direct Mail, Student Calling, Reunion Class Giving, Parent Giving] designed to increase alumni participation and giving to the Pomona College Fund, raising (on average) $4.1 million in restricted in unrestricted gifts from alumni, parents, and friends

▪ Coordinated Reunion Giving program raising more than 50% of total annual fund dollars [$2.4 million] from more than 50% of alumni; included recruitment, solicitation, training, management, and evaluation of 10 Reunion Fund committees comprised of more than 150 volunteers Developed solicitation strategies for reunion leadership prospects [gifts ranging from $1,500 to $25,000]

▪ Managed the Student Calling Program generating more than $600,000 from 30% of alumni; included direct supervision of four student managers, two program assistants, and an average of 20 student callers per semester

▪ Facilitated the Senior Class Gift and undergraduate giving programs

Major Accomplishments ▪ Collaborated with development team to exceed comprehensive campaign goal of $150 million, raising $202 million

▪ Increased alumni participation from 45% to 50%

▪ Increased credit card gift rate from 17% to 20%

▪ Established local business gift-in-kind program

▪ Decreased student caller attrition rate from 50% to 25%

▪ Largest Senior Class Gift raised

▪ Largest gift from a fifth-year reunion class

▪ Greatest percentage increase from previous year giving

A D D I T I O N A L E M P L O Y M E N T

Sales Supervisor November 1998 — April 2000 The Edge Company; Keene, New Hampshire

Director of Alumni Relations and the Annual Fund August 1997 — January 1998 Dean College; Franklin, Massachusetts

Publicity Assistant, Office of Continuing Education August 1994 — June 1997 Keene State College [3-year grant-funded position]; Keene, New Hampshire

Merchandise Lead August 1991 — July 1994 Walt Disney World; Kissimmee, Florida

Assistant Customer Service Manager June 1988 — July 1991 Big Y Foods, Inc.

C O M P U T E R K N O W L E D G E

Jeffrey J. LaValley Page 5

▪ Microsoft Office Suite

▫ Excel

▫ PowerPoint

▫ Publisher

▫ Word

▪ CRM

▫ Abila/Sage/Fundraising 50

▫ Raiser’s Edge