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Executive Director/Director of Development

Swampscott, MA, 01907
November 18, 2009

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Mr. Jan Steven Brodie

** ******** ***.

Swampscott, MA 01907

781-***-**** (Res.) 617-***-**** (Cell)



Community and business management experience includes: Administration and planning; fundraising; budgeting; program recruitment; staffing and supervision; volunteer management.


•Directed Merrimack Valley Jewish Federation campaign for local, national and international Jewish social services that increased from $170,000 in 1998 to the 2007 campaign figure of $305,000. Donor base increased from 790 to 1,200 givers. Helped create a matching gift challenge grant from the largest donor who made good to match increases and new gifts of $65,000, $38,000 and $50,000 for successive annual campaigns in 2004-07. Implemented campaign structure of volunteers who solicit prospective donors. Created major donor programs, honoree dinners, campaign events, and conducted Board solicitations. Worked closely with the Federation Board of Directors, Executive Committee and Allocations Committee on the disbursement of funds in the community.

•Secured several major grants of $30,000 and $15,000 respectively for Jewish Memorial Hospital and Rehabilitation Center for hospital related programs and services (1994-98). Directed fundraising galas and programs for the Hospital. Helped raise $900,000 in annual gifts for the Hospital.

•Developed and directed in successive years (1991-94) annual campaigns of 2.5 million dollars raised on behalf of local, national and international Jewish social service agencies and programs for the Jewish Federation of the North Shore. Coordinated a campaign structure of volunteers who were assigned gifts for solicitation. Solicited donors of $5,000 and above to these annual campaigns. Created campaign programs and events.

•Directed in successive years (1985-90) budget and allocations of 2.3 to 2.5 million dollars to be distributed to local, national and international Jewish social service agencies and programs. Coordinated through Planning and Allocation volunteer committees, the distribution of funds for the Memphis Jewish Federation.

•Created Leadership Development volunteer program creating greater understanding of volunteer leadership roles, and campaign responsibilities at the Memphis Jewish Federation.

•Planned and coordinated major community fundraising events and leadership conferences and programs.

•Coordinated a one-day major community phone-a-thon event, “Super Sunday” that raised in consecutive years between 1.5 to 2.0 million dollars with over 300 volunteers manning the phones.


Director of Development, Lupus Foundation of New England, Framingham, MA

(July, 2007 to July, 2008)

Responsibilities included developing the fundraising program of the Lupus Foundation that included the areas of business and corporate development, major gifts, foundations, special events and lupus related programs. Created the first annual Walk event for Lupus research and development in New Hampshire that raised over $22,000 in October, 2007. Helped plan a Lupus Board retreat, and helped create a Lupus Development Committee, comprised of business, community and lupus leaders to work on the fundraising process for the Foundation. Helped with the fundraising for the Lupus Gala Committee that raised $100,000 for the Lupus Foundation of New England in May, 2008.

Executive Director, Merrimack Valley Jewish Federation, Andover, MA (United Jewish Communities) (July, 1998 to June, 2007)

Responsibilities include heading and directing the agency. Duties include directing annual campaigns of $300,000 or more, and distributing through the allocation and planning process, those monies raised by the Merrimack Valley Jewish Community towards local, national and overseas Jewish agencies and programs.

Director of Development, Jewish Memorial Hospital and Rehabilitation Center, Boston, MA

(November, 1994 to June, 1998)

Responsibilities included forming a development program that established goals and long-range strategic goals. Helped create hospital community based programs and community alliances with businesses, law firms, community foundations and charitable trusts as sources for funds. Help establish hospital community wide linkages for funding; developing HMO managed care contracts for the Hospital; securing grants and coordinating major fundraising programs.

Campaign Director, Jewish Federation of the North Shore, Marblehead, MA (United Jewish Appeal) (January, 1991 to November, 1994)

Responsible for planning and implementing a 2.0 million-dollar annual fundraising campaign for the North Shore Jewish Community and for international Jewish social service agencies and programs.

Interim Executive Director, Jewish Federation of the North Shore (January, 1992 to July, 1992)

Responsibilities included directing the organization in the absence of an Executive Director for the six-month period, and continuing the work as Campaign Director.

Assistant Executive Director, Memphis Jewish Federation, Memphis, TN. (United Jewish Appeal)

(October, 1985 to December, 1990)

Directed in successive years, a budgeting and allocation process of annual campaign funds raised by the Federation for the Memphis Jewish community for local, national and international Jewish social service agencies and programs as well as working on community programs.

Director, Pledge Redemption Department, United Jewish Appeal Federation of Greater Washington, D.C., Bethesda, Md. (January, 1982 to September, 1985)

Organized new campaign department specializing in redemption of current and past pledges to the annual campaign, as well as improving the flow of cash.

Conference Coordinator, National Federation of Business and Professional Women, Washington, D.C. (May, 1981 to December, 1981)

Managed Association’s annual convention and smaller conferences; administered contract bids and special projects.

Exploring and District Scout Executive, Boy Scouts of America, National Capital Area Council, Bethesda, Md. (September, 1977 to May, 1981)

Directed youth and volunteer programs, fundraising, membership drives and public relations. Worked with both adult and youth committees and planned conferences and programs.


BA, Anthropology/Sociology, University of Maryland, College Park, Md.

MA, Volunteer Management, Lindenwood College, Washington, D.C.


Association of Fundraising Professionals, Massachusetts Chapter

-Vice President for Membership, Massachusetts Chapter 2005-06

- Member, Board of Directors, Massachusetts Chapter 2002-04, 2005-06

-Conference Chair for the 2001 Conference on Philanthropy, October 3, 2001, Boston, MA

-Chairman, National Philanthropy Day, November 14, 2003

-Chairman, National Philanthropy Day, November 4, 2004


Congregation Shirat Hayam, Swampscott, MA

-Member, Board of Directors, 2004-05

-Chairman, Ritual Committee, 2004-06

References upon request

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