Vice President Philanthropy Officer

JAY LOCKABY… IMPLEMENTING STRATEGIES THAT PROPEL ORGANIZATIONS FORWARD

***** **** *** **** • Bradenton, FL 34212 • 941-***-**** • **********@******.*** NONPROFIT EXECUTIVE

Fundraising & Capital Campaigns ~ C-Suite Leadership ~ Board Governance Mission-driven and highly effective major-gifts fundraiser and nonprofit Leader with a proven track record of defining, communicating and executing strategies that produce results in philanthropy and accelerate growth. Possesses outstanding ability to establish collegial relationships with both internal and external partners while spreading enthusiasm for critical initiatives. Financially-savvy with a keen eye toward driving operational efficiency and appropriate resource allocation, both from a personnel and program standpoint. Highly successful philanthropic fundraising as well as government and foundation grants background. Dedicated career non-profit sector professional with tenacity, commitment and staying power. CAREER HIGHLIGHTS

Successfully participated in fundraising efforts netting over $400,000,000 over 30-year fundraising career from individuals, corporations, and private and government grants.

As new leader of Cancer Support Community Florida Suncoast, catapulted financial situation of organization from a deficit to a surplus within one year and then successfully continued growth by ~20% annually. At end of seven-year tenure, net assets of the organization had grown from less than $1MM to $6.2MM.

Managed enterprise-wide fundraising and governance between Cancer Support Community (CSC) and its affiliates across the US and Canada by establishing grateful client giving and legacy giving programs. Established the CSC Affiliate Council to provide a forum for issue resolution and best practice sharing, and to create and oversee affiliate standards for branding, fundraising, and program.

Innovated and extended reach of CSC by proactively building new hospital-based corporate partnerships that enhanced revenue and enabled better promotion of cancer support programs on both a local and national level.

Thoroughly overhauled CSC’s affiliate-focused quality assurance program to insure adherence by affiliates to best-practice standards in philanthropy, communications, finance, program, and board governance.

As a full-time employed consultant with Ghiorsi & Sorrenti, Inc., guided hospitals and other non- profit clients to success in complex capital campaign endeavors, including managing solicitation strategy for several 7- and 8-figure gifts, developing strategy and solicitation briefs, and working collaboratively on communications collaterals and funding proposals. CORE COMPETENCIES

• Major Gifts Fundraising

• Planned/Legacy Giving

• Capital Campaigns

• Political organizing,

writing, & strategy

development

• Leadership

• Program Execution

• Media Relations

• Proposal Writing

• Board Governance

• Strategic Planning

• Oral and Written

Communication

JAY LOCKABY … 941-***-**** • ***.*******@******.*** PAGE 2 OF 3 PROFESSIONAL EXPERIENCE

VISIBLE MEN ACADEMY, Bradenton, FL October 2023 – May 2025 Vice President for Development and Community Engagement Visible Men Academy is a tuition-free K-5 public Title One charter school for boys that serves students from Manatee and Sarasota counties. The purpose of VMA is to deliver a high-quality, holistic educational experience that meets the specific needs of at-risk elementary school boys.

• Engage with the Board of Directors and Principal to lead all development, media and PR, and capital campaign efforts for non-profit school serving at risk boys.

• First fiscal year as fundraising lead resulted in the most funds raised philanthropically in the organization's history, a mark that was eclipsed in the second year.

• Completed $2 million capital campaign one year early. FLORIDA STUDIO THEATRE, Sarasota, FL September 2022 – Sept 2023 Major Gifts Officer

Florida Studio Theatre is Southwest Florida’s contemporary theatre since 1973. Reaching over 200,000 attendees each year, FST is the 3rd largest community theatre in the country.

• Lead formation of a major gifts program for country’s 3rd largest community theatre in Sarasota, FL.

• Lead capital campaign effort together with Producing Director. SOUTH COUNTY HEALTH, Wakefield, RI Mar 2021 – Jan 2022 Chief Philanthropy Officer & Foundation Executive Director South County Health is an award-winning hospital serving the southern half of the state of Rhode Island. The annual budget is approximately $220,000,000, about $10 million of which is philanthropy.

• Managed overall philanthropy program and philanthropy staff for this multi-site, non-profit community- based hospital.

• Led development of new foundation arm of organization as well as new grateful patient giving model. GHIORSI & SORRENTI, INC. (GSI), Wyckoff, NJ (remote position) Sept 2017 – Feb 2021 Senior Executive Counsel

GSI is a full-service philanthropic consulting firm that specializes in planning and conducting comprehensive campaigns and major gift efforts. Since 1989, GSI has partnered with hundreds of non-profit organizations, helping them raise billions of dollars in philanthropic support, and uniformly reaching and exceeding goals.

• Provided planning advice and service, campaign strategy input and implementation, overall guidance, and on- the-ground daily implementation services to multiple non-profit clients.

• Managed capital campaigns with goals of $7.5 million, $67 million, $85 million and $250 million. In 2019- 2020 alone, provided counsel and successfully guided fundraising efforts netting over $134,000,000. CANCER SUPPORT COMMUNITY (CSC), Washington, DC (remote position) Mar 2003 – August 2017 Formerly known as The Wellness Community, CSC is an international non-profit dedicated to providing support, education and hope to people affected by cancer. Merged with the Gilda’s Club Worldwide organization at end of 2010. Senior Vice President, Affiliate Relations and Strategic Growth, CSC Headquarters (09/2010 - 08/2017) Managed enterprise-wide fundraising and governance for CSC affiliates and ensured strong communication with CSC Headquarters and enhanced performance with respect to fundraising, governance, communications, finance, and program best practices.

• Instituted successful grateful client giving model and legacy giving program, network-wide.

• Launched a new service delivery model within hospital settings aimed at extending the reach and impact of CSC services. Successfully pitched and won alliances with twelve hospitals, which generated significant revenue for CSC HQ.

JAY LOCKABY … 941-***-**** • ***.*******@******.*** PAGE 3 OF 3

• Transformed and assumed leadership of existing quality assurance program for CSC affiliate network. Updated all quality standards and instituted a comprehensive, user-friendly, multi-tiered approach. Conducted an average of ten two-day training/quality assurance site visits every year across the country. Areas of focus: fundraising, board governance, finance, program, and communications.

• Established an enhanced quarterly data collection system to track program and fundraising statistics from affiliates, including establishing a “Best Practices” portal. The new system enabled a more targeted and efficient resource allocation process, as well as improved reporting to funders.

• Overhauled CSC affiliate leadership training to include training regarding board governance, fundraising, leadership, personnel management, and communication protocol. Facilitated quarterly training sessions for all new affiliate Executive Directors/CEOs and Program Directors. President and Chief Executive Officer – Cancer Support Community Florida Suncoast, formerly The Wellness Community of Southwest Florida, Sarasota, FL (03/2003-12/2010) Directed nonprofit agency comprised of 25 staff and volunteer corps of 100+. Oversaw fundraising, events

(program-related and philanthropic), media relations, and various partnerships with civic organizations and businesses. Raised annual budget through major gifts, events, grant writing, and direct mail.

• Increased awareness and raised community profile of the organization by 700+% during tenure, transitioning from a relatively unknown organization to one of the most well-known charities in town.

• Prospected and cultivated individual donors, as well as corporations, foundations and the community at large; personally raised over $7 million toward capital campaign goal of $8.3 million.

• Instigated and led program expansion efforts into four new geographic areas, expanding organizational footprint to serve more people and raise additional funds. THE SALVATION ARMY, Wilmington, DE & Clearwater, FL 1996 – 2003 Social Services Director, Clearwater, FL and Wilmington, DE Raised and managed $5 million annual budget and staff of 23 to provide services for children, youth, and families. Fund-raised and authored public sector proposals/grant applications for new initiatives, negotiated contracts and executed multiple programs simultaneously. Represented organization before advisory boards, the press, civic meetings, community events, the press, and corporations. Testified before Delaware State legislature regarding welfare reform issues and a state Earned Income Tax Credit. EDUCATION

BRYN MAWR COLLEGE GRADUATE SCHOOL OF SOCIAL WORK & SOCIAL RESEARCH, Bryn Mawr, PA, May 1996 Degrees: Master of Social Service and Master of Law and Social Policy Thesis: Unequal Funding of Pennsylvania School Districts EMORY UNIVERSITY, Atlanta, GA, May 1992

Degree: Bachelor of Arts in Psychology

LEADERSHIP FLORIDA, Tallahassee, FL, June 2006

Class XXIV Cornerstone Program Graduate

COMMUNITY ACTIVITIES/AWARDS

• Board of Directors, Young Professionals Group,

Greater Sarasota Chamber of Commerce,

2008-2012

• Co-Founder and President, Sarasota Family YMCA

Sharks Masters Swim Team, 2005-2010

• Graduate & Regional Advisory Council Member,

Leadership Florida, Class XXIV

• Board of Directors, Association of Fundraising

Professionals, SW Florida Chapter, 2006-2010

• Greater Sarasota Chamber of Commerce Young

Professional of the Year, 2007

• Biz941 Magazine’s 25 People to Watch, 2008

• 40 under 40 Award, Gulf Coast

Business Review, 2006

• Leadership Sarasota County Graduate & Class

Project Chair, Class of 2004; active alumnus

• Four-time NCAA All-American, Swimming,

1991-1992

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