William F. Stockwell & Associates, LLC


FUND RAISING AND NON-PROFIT MANAGEMENT CONSULTANTS

RESUME: WILLIAM F. STOCKWELL
P.O. Box 84, 264 Passaconaway Road
Waterford, Maine 04088-0084

Ricker Park, Dartmouth Street
Portland, Maine

207 / 583-2258 Phone and FAX TOLL FREE 1-877-698-9094

E-mail: BBORFNDRSR@aol.com Web Page http://www.megalink.net/~fndrsr

PERSONAL:

Date of Birth: October 1, 1948; Belmont, MA
Marital Status: Married since 1973

EDUCATION:

Secondary Belmont Hill School, Belmont, MA 1967
College: Rutgers College, B.A., 1971
New Brunswick, NJ (Physical Geography
Advanced: Boston University, M.Ed., 1975
Boston, MA(Curriculum Education K-12)

HOBBIES:

Computers, service, semi-precious gems, camping, gardening, photography, volunteering, fund raising

EXPERIENCE:

1984- Fund Raising and Non-Profit Management Consultant
1998- Dealer - Campagne Associates - ALCHEMY - GiftMaker Pro, EventMaker Pro
1992-1994 Western Regional Council on Alcoholism, Lewiston,ME
Western Maine Community Partnership, Director of Development and Public Relations
1985-1995 Nationwide distributor/reseller TARGET/1 FUNDRAISER
1983-1984 Hyde School, Bath, ME -Director of Development
1980-1983 Eaglebrook School, Deerfield, MA
Director of Development and Alumni Relations, Dormitory parent, Advisor, Coach, Earth Science
1971-1980 Fay School, Southborough, MA
Dean of Students, Assistant Director of Athletics Earth science, history and English teacher, mentor Dorm Master, Coach. Summer School 1979-1980
1958-1976 Camp Pinehurst, Raymond, ME Camper, CIT, JC, Sr. Counselor, Assistant Director


COMPUTER LITERACY:

IBM and Compatibles -Windows XP, 2000, 98, 95, DOS, Wordstar, Wordperfect, Word, Excel, TARGET/1 FUNDRAISER, ALCHEMY, GiftMaker Pro, PC Anywhere, EventMaker Pro, IQ Report Generator, Pagemaker, Microsoft Publisher, Internet, E-Mail, Gotomypc.com

COMMUNITY SERVICE:

2002- Chairman of the Board - Western Maine Community Capital
2002- Member - Advisory Board, Rape Education and Crisis Hotline - Norway
2001- Chair Development Committee - Stephens Memorial Hospital
2001- Steering Committee Member/Solicitor Stephens Memorial Healthcare Foundation, $9.5 Million Campaign for Excellence
2001- Chair Comprehensive Plan Implementation Committee - Town of Waterford
2000- Ambassador - Growth Council of Oxford Hills
2000-2002 Road Commissioner - Woodland Trail Road
2000-2002 Co-presenter - Leave A Legacy Planned Giving Program
2000- Member - Maine Hospital Association - Healthcare Governance Council
  1999- Board Member - Stephens Memorial Healthcare Foundation
  1999- Board Member - Western Maine Health
1999- Member - Maine Philanthropy Center
1999- Annual Fund Steering Committee, Parent Volunteer - Eagle Hill School
1999- Corporator - Maine Health
1998-2001 Annual Fund Steering Committee, Parent Volunteer - Eagle Hill School
1997-1999 NNE/NSFRE - Maine Philanthropist of the Year Selection Committee
1995-1997 Capital Campaign Feasibility Study Steering Committee; Stephens Memorial Hospital
  1995- Chair Substance Abuse Services Committee, Gateway Volunteer; Stephens Memorial Hospital Host/organizer of the Annual Alcoholism Conference started in 2001
1994 Chair Development Committee, Annual Fund Chair, Stephens Memorial Hospital
1993-1996 Solicitor, Gould Academy - Leadership Gift Committee
1992-1995 Solicitor/Chair Gould Academy '95 Parent Annual Fund
1991- Member-at-large, Maine Hospital Association Trustee Advisory Group, Education Committee
1991-1992 Chairman - Comprehensive Treatment Committee, Western Maine Community Partnership/Oxford Hills Community Partnership
1990- Trustee - Stephens Memorial Hospital
1990-1991 Oxford Hills Chemical Dependency Coalition Member
1990-1994 Solicitor - Eaglebrook School Annual Fund - Gold Eagle Society ($1,000+ level)
1989-1990 President - Oxford Hills Area Development Corp.
1988-1990 General Assembly Member - AVCOG 
1988-1990 Area Chair - Boy Scouts Sustaining Membership Drive
1988-1992 Executive Board/VP-Congress of Lake Associations
1988-1992 Chairman - Oxford Hills Economic Development Strategy
1988- Founder - Norway-Paris Kiwanis Charitable Fund
1986- Corporator - Norway Savings Bank, Norway, ME
  1986- Corporator - Stephens Memorial Hospital
1986-1987 Director - Lake Region Anti-Nuclear Waste Fund
1986-1995 Member - Oxford Hills Chamber of Commerce
1985-1989 Chairman - Waterford Planning Board
1985-1994 Director - Oxford Hills Area Development Corporation
1984-1987 Director - Professional Consultants of Maine
1984- Member - Norway-Paris Kiwanis Club Director '86-'88
1983- Member - Southern Maine Development Officers Group
1983-1984 United Way Cabinet Member - Bath/Brunswick, ME
1983-1988 President - Keoka Lake Association, Waterford
1982-1995 President - Stone's Cove Association, Waterford
1980- Treasurer - Waterford Memorial Tree Fund, Project Canopy Grant Received 2002


CAMPAGNE ASSOCIATES --- 1999 DEALER OF THE YEAR AWARD


SUBSTANCE ABUSE PREVENTION TRAINING:

OFFICE OF SUBSTANCE ABUSE PREVENTION (OSAP)
1992 From Theory to Fact: Putting Prevention Research to Work in Your Community
1992 Needs Assessment: The Local Drug Epidemiology Network
1992 Community Partnership Training: Team Building, Community Prevention Systems, and Planning

CENTER FOR SUBSTANCE ABUSE PREVENTION (CSAP)
1994 Working With Foundations
1993 Conflict Resolution: Part I and II
1993 Technology of Prevention: Part I and II - William Lofquist

OFFICE OF SUBSTANCE ABUSE, State of Maine (OSA)
1993 Communities That Care - David Hawkins

BUREAU OF HEALTH, State of Maine
1995 PROJECT ASSIST, Youth Access to Tobacco Dave Goerlitz, Former Winston Man, Maine Tour Volunteer Planning and Implementation Committee
1993 PROJECT ASSIST, Youth Access to Tobacco project.


CAMPAIGNS, WORKSHOPS, PRESENTATIONS, RETREATS, & STUDIES:


2003 MaineSPAN - Portland, ME FUNDABILITY ANALYSIS August - September

Charlotte Hobbs Memorial Library - Lovell, ME CAPITAL CAMPAIGN FEASIBILITY STUDY for a $1,250,000 Building Expansion and endowment campaign 3 Day CONSULTATION January - September

Caswell Public Library - Harrison, ME 10 Day $625,000 CAPITAL CAMPAIGN CONSULTATION January - September

2002 Rape Education and  Crisis Hotline - Norway, ME STRATEGIC PLANNING RETREAT November

Fort Williams Charitable Foundation - Cape Elizabeth, ME CONSULTATION July - September

Casewell Public Library - Harrison, ME PRE-CAMPAIGN STUDY May - September

American Knife and Tool Institute - Cody, WY CONSULTATION AND BOARD WORKSHOP May

Lake Region Development Council - Naples, ME 3 day CONSULTATION May - June

Baker Newman & Noyes - Portland, ME CONSULTATION March

2001 Greater Androscoggin Humane Society - Auburn, ME 10 Day Capital Campaign CONSULTATION October - Feburary, 2002

Lee Academy - Lee, ME Development CONSULTATION September - June, 2002

Growth Council of Oxford Hills - South Paris, ME CONSULTATION August - December

Mahoosuc Land Trust - Bethel, ME Development CONSULTATION August - November

USM-Senior College (Now Osher Life-Long Learning Institute OLLI)- Portland, ME Ongoing $2.3 Million capital campaign CONSULTATION March - July

Houlton Regional Hospital/Health Services Foundation - Houlton, ME Development CONSULTATION May - August STRATEGIC PLANNING RETREAT - September

Maine Bar Foundation - Hallowell, ME Ongoing planned Giving Campaign CONSULTATION January - December

2000 Maine Lung Association - Augusta, ME Director of Development EXECUTIVE SEARCH - December

The Bingham Program - Augusta, ME/New England Medical Center Boston, MA
9 Interviews RESEARCH ANALYSIS to expand funding base. October - December

Eagle Hill School - Hardwick, MA CAPITAL CAMPAIGN PLANNING. June - December

Maine Bar Foundation - Augusta, ME $5-10 Million PLANNED GIVING FEASIBILITY STUDY AND PLANNED GIVING CONSULTATION March - December

Lincoln Academy - Newcastle, ME $6.5 Million Feasibility Study March - May

Hyde School - Bath, ME 1/2 Day Consultation - April

Maine Bar Foundation - Augusta, ME $5-10 Million Planned Giving Study March - December

1999 USM - Senior College - Portland, ME $2-4 Million FEASIBILITY STUDY December -February, 2001

Lincoln Academy - Newcastle, ME $6.5 Million Pre-campaign Study December

Carriage and Driving Center - Skyline Farm - North Yarmouth, ME -CONSULTATION November

Bear Mountain Learning Community - South Waterford, ME Ongoing CONSULTATION > 2002

Bridgton Public Library - Bridgton, ME 10 Day CONSULTATION, Annual Fund April - December

Lincoln Home- Newcastle, ME $3 Million Capital CAMPAIGN READINESS ANALYSIS, April - June

Watershed Center for Ceramic Arts - Nobleboro, ME Capital CAMPAIGN READINESS ANALYSIS - January FACILITATOR, Weekend Board Retreat - October

1998 Bridgton Public Library - Bridgton, ME Annual Fund Design. December

NNE-NSFRE Presentation to Senior Development Officers. Portland, ME November Transitioning from Development Staff Member to Independent Consultant

Calais Regional Hospital - Calais, ME Pre Campaign Planning Study for $3.3 Million renovation and expansion program for OR, ER, and PT. May - December

Deertrees Foundation, LTD. - Harrison, ME $500,000.00 CAPITAL CAMPAIGN 6 Day CONSULTATION Campaign Director Search. July - September

Cary Medical Center - Caribou, ME Foundation Board Workshop in BASIC DEVELOPMENT and CONSULTATION. June

NNE - NNSFRE - Bar Harbor, ME Networking Luncheon MODERATOR June

Bear Mountain Learning Community - South Waterford, ME 10 Day CONSULTATION to prepare for $5,000,000.00 Building Campaign for 2 year College for Developmentally Disabled. April - August

Shaw House - Bangor, ME CONSULTATION AND BOARD WORKSHOP April

Pottle Hill - Mecanic Falls, ME CONSULTATION, ANNUAL FUND DEVELOPMENT AND BOARD WORKSHOP ON FUND RAISING March - April

1997 Arthur Griffin Center for Photographic Art - Winchester, MA ANALYSIS OF DEVELOPMENT EFFORTS, FUND RAISING EFFICIENCY AND EFFECTIVENESS to prepare for $1,100,000 endowment drive. October

Central Maine Healthcare Corporation CMMC - Lewiston, ME 10 Day CONSULTATION on combined Annual Fund, Capital Drive for Bennett Breast Care Center - $1,100,000.00 + Goal September - December

Calais Regional Hospital - Calais, ME FUNDABILITY ANALYSIS for $500,000.00 campaign to renovate ER, PT, and OR. July - September

Deertrees Foundation - Harrison, ME $ 500,000.00+ Capital Campaign 10 Day CONSULTATION - Campaign Director Search April-October

Carrabassett Valley Academy - ME $1,400,000.00+ Ongoing Capital Campaign 12 Day CONSULTATION - January - December

Wendell Gilley Museum of Bird Carving - Southwest Harbor, ME ANALYSIS/PLANNING STUDY FOR $1,000,00.00+ Endowment Campaign 10 Day CONSULTATION Director of Development Search January - August

Ithaca College - Ithaca, NY BASIC THEATRE DEVELOPMENT RULES February

1996 Wendell Gilley Museum of Bird Carving, Southwest Harbor, ME ANALYSIS/PLANNING STUDY FOR CAPITAL CAMPAIGN September-December

Carrabassett Valley Academy, ME MULTI-MILLION DOLLAR CAPITAL CAMPAIGN FEASIBILITY STUDY AND Weekly CONSULTATION Associate Director of Development Search February-December

1995 Maine Congress of Lake Associations (COLA) / Volunteer Monitoring Program (VMP). Augusta, ME Retreat LONG RANGE PLANNING / FUND RAISING December

Carrabassett Valley Academy, ME ANALYSIS/FR COUNSEL November

PLANNING STUDY FOR CAPITAL CAMPAIGN IN 1996

State Of The Arts At The STATE THEATRE, Portland, ME FUNDABILITY ANALYSIS, December, Board Retreat, LONG RANGE PLANNING, November

FR Counsel August - December Board Workshop SCHMOOZING April "FUND RAISING AND THE ROLE OF THE BOARD/BOARD BUILDING" February Search - Director of Development - January-February

Memorial Hospital - North Conway, NH ANALYSIS OF DEVELOPMENT EFFORTS, FUND RAISING EFFICIENCY AND EFFECTIVENESS. October

Littleton Hospital - Littleton NH TARGET/1 FUNDRAISER Upgrade. October

Danforth Gallery - Portland, ME FUND RAISING ANALYSIS. September

Deertrees Foundation - Harrison, ME FUNDABILITY ANALYSIS July '95-Dec '96

Maine Initiatives - A Fund For Change. Fund Raising Committee Workshop - Brunswick, ME "FUND RAISING/DEVELOPMENT, MAJOR DONOR PROSPECTING, HOW TO SOLICIT MAJOR GIFTS" March

1994 Maine Rural Mental Health Conference - Orono, ME Opportunities For COMMUNITY INVESTMENT - Collaborative Federal Rural Health Outreach Grant between three agencies to serve Western Maine." November

Maine Healthcare Communications Association - Greenville, ME Annual Meeting, - "FUND-RAISING FROM FOUNDATIONS" October

Non-Profit Partners, Oxford Hills Area, ME - Fund-Raising Workshop for Local Non-Profits - "FUND-RAISING BASICS" August

Maine Congress of Lake Associations, Annual Meeting, Waterville "RAISING FUNDS FOR YOUR ASSOCIATION, DUES AND ACTIVITIES" July

NSFRE -National Conference - Boston, MA - Attended 1 day workshop in writing fund-raising letters, proposals, and grants. March

Oxford Hills Chamber of Commerce - Norway, ME Facilitator all day "LONG RANGE PLANNING RETREAT". Brainstorming and prioritzing Goals, objectives, timelines, costs, and yearly workplan. January

1993 Western Maine Community Partnership, Area I -Oxford Hills Community Partnership "FUNDABILITY STUDY REPORT" August

1992 Penobscot Valley Community Hospital, Lincoln, ME 10 Day Consultation and Series of Trustee Workshops - "FUND RAISING AND THE ROLE OF THE BOARD, BOARD BUILDING, MAJORGIFTS PROSPECTING AND SOLICITATION " FUNDABILITY ANALYSIS and Report. February - October

Houlton Regional Healthcare Services Foundation, Houlton, ME "ANALYSIS OF DEVELOPMENT EFFORT AND FUND RAISING EFFICIENCY AND EFFECTIVENESS" Report and Foundation Board Workshop. July

MHA/TAG Trustee Leadership Conference - Augusta, ME "TAKING THE FEAR OUT OF FUND RAISING AND DEVELOPMENT" With Johnny Ring. May

1991 Western Regional Council on Alcoholism, (WRCA/WMCP) Lewiston, ME Board Workshops "BOARD BUILDING, FUND RAISING AND THE ROLE OF THE BOARD, RESOURCE DEVELOPMENT, BOARD DEVELOPMENT. December

  Western Mountains Alliance, HEAT Conference - Growing Your Business Farmington, ME "LINING UP MONEY AND FINANCIAL PLANNING" April

1990 Oxford Hills Chemical Dependency Services Coalition, Facilitator - "TEN YEAR STRATEGIC PLANNING WORKSHOP" November

Foothills Arts Center, Farmington, ME " CAPITAL CAMPAIGN FUNDABILITY ANALYSIS" Board Workshops BOARD BUILDING, FUND RAISING AND THE ROLE OF THE BOARD, MAJOR DONOR PROSPECTING May - June

Healing of Persons Exceptional (HOPE) - South Paris, ME Ten day Consultation - prospect research and leadership training. All day Board STRATEGIC PLANNING RETREAT - facilitator, April

1988 Boy Singers of Maine, Portland, ME Board workshop FUND RAISING AND THE ROLE OF THE BOARD" August
 
  National Council for Resource Development, Region I Conference Ogunquit, ME "HOW TO SHOP FOR A COMPUTER SOFTWARE SYSTEM FOR YOUR RESOURCE DEVELOPMENT OFFICE AND HOW TO JUSTIFY THE EXPENSE" May1987
 
1987 National Council for Resource Development, Region I Conference Sturbridge Village, MA "USING COMPUTERS IN DEVELOPMENT" April

1986 Stephens Memorial Hospital, Norway, ME - FIRST ANNUAL FUND July-December. Ten day consulting contract to plan and successfully implement an $82,000 campaign

1985 Lee Academy, Lee, ME Board Workshop "FUND RAISING AND THE ROLE OF THE BOARD" June

Great Falls Corporation (Now Androscoggin Home Health Services) Lewiston, ME "FUND RAISING AND THE ROLE OF THE BOARD" February

  Volunteer Consultant to Lake Region Anti-Nuclear Waste Fund which raised @$340,000.00 in six weeks to defeat DOE proposal for a high level nuclear waste site in the Sebago lake batholith. (Over $100,000 returned to donors)

1984+ Exhibitor - CASE, NSFRE, NAIS, NCRD, NEACDO, Catholic School Management, CONFR, SOMEDOG, NAHD and NEAHP conferences.

1984 Terry Mayo Planned giving seminar series at Maine Medical Center.

Registered with State of Maine as PROFESSIONAL FUND FAISING COUNSEL.

1983-1984 Director of Development - Hyde School, Bath, ME $100,000 Annual Fund, Managed Parent/Alumni regions. Initiated Long Range Planning, Computerized Records

1983


1982
Host - CASE Summer Institute for Newcomers in Advancement at Independent Schools - at Hyde School

CASE Faculty Member; District I & II conference Elementary School Gift Clubs, Faculty recruiter

1980-1983 Planner for Independant School Association of Massachusetts (ISAM)
Development Directors Annual meeting, Faculty recruiter/Elementary Schools track. Eaglebrook School, Deerfield, MA - Director of Development and Alumni Relations

Brought Annual Fund from $175,000 to $305,000, Eaglebrook '80 Endowment Drive raised $3.5 Million. Eaglebrook Building and Endowment Fund Raised $4.75 Million. Started Alumni Reunions, Computerized Development Office, Started Planned Giving

Secretary, Valley Independent Schools Association

1981 John Brown three day Planned Giving Seminar

CASE Conference - Using Word and Data Processing in the Development Office - Indianapolis, IN

1980 CASE Summer Institute for Newcomers in Advancement at Independent Schools, Ringe, NH

Member NEASC Visiting Committee - Cardigan Mountain School, Caanan, NH

NAIS Administrative Seminar - Exeter, NH

1978 Alpha Sigma Phi Fraternity, Rutgers College, New Brunswick, NJ - Reunion Chairman

1971-1980 Fay School, Southborough, MA - Dean of Students, Assistant Director of Athletics Earth science, history and English teacher, mentor, Dorm Master, Coach; football, wrestling and lacrosse all nine years. Annual Ski Trip to Sugarloaf or Stowe. Taught Summer School 1979-1980 Activities Director.

 

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